Fix the Pitch

How to craft compelling, dazzling pitchbooks. Thoughts, ideas, and inspiration to help construct advanced financial analysis, build stunning data visualizations and tips for mastering client meetings.

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professional development

The grittier the banker, the better

Investment banking is a competitive environment. And while you may be talented, do you have the "grit" necessary to get ahead of the bell curve? You may have come across Angela Duckworth’s best-selling book G…

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Junior bankers can only write what they know

If we don't nurture the writing skills analysts and associates, are we creating an industry where no one knows how to craft a pitchbook? The ability to write—to clearly convey ideas, thoughts or concept…

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Are you ready to find new clients?

Finding and engaging with new clients can be the difference between hearing about that deal, and being the one to execute it. Is your tech prepared? Whether you started your own boutique bank or joined an exi…

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The two ways you need to calculate pitchbook costs

Most banks don't really know how much is spent on pitchbook production. Here's how to break down the costs. In meetings with clients, one thing we always talk about is how to evaluate the power of Pellucid.…

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Has Google made knowledge workers irrelevant?

The evolution of the knowledge worker and why bankers should consider themselves "smart creatives." Investment bankers can be categorized as belonging to the “knowledge worker” employee pool. A term coined by…

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Pellucid Book Club: Originals: How nonconformists move the world

Before a meeting, you should imagine everything could go completely wrong. How the Pellucid Book Club works: Each month two books are nominated. A vote is taken on which to read and a few weeks later we get t…

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What bankers can learn from the military

The army's "after-action reviews" help it perfect strategies and learn from mistakes. Which is exactly why you need to adopt the process. The U.S. Army’s Opposing Force (OPFOR) is always the enemy. Based in…

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Nice guys finish first

In banking, focusing on practical skill development will get you far, but it won't get you the corner office. Clients need to like you before you can execute their deals. Type A. Competitive. High achiever. A…

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Bankers are smart....aren’t they?

Why wanting to have a beer with someone is a better predictor of success than education, experience, knowledge, or intellect. Any incoming class of bankers will likely be top performers from some of the world…

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Why bankers still need to play Liar’s Poker

It may have dwindled in popularity, but playing Liar's Poker allows bankers to practice and master important necessary skills. Twenty years ago, if you asked any banker, “When was the last time you played Lia…

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Are you using the right data visualization?

Pitchbook visualizations, like the data they contain, are nuanced. And what works for one banker may not work for another. Investment bank management teams widely believe that the effective use of data visual…

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Why I won’t accept your LinkedIn invitation to connect

How junior bankers should expand their network and the tactic they should avoid. You’re new to the industry, you’re enthusiastic about building relationships and connections, and LinkedIn is like a massive ne…

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Should investment banking adopt an apprenticeship model?

Instead of throwing money and promotions at new recruits, should banks employ a model of learning? In banking recruitment, the phrase “junior banker problem” probably inspires at least one of the following th…

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Curation: It doesn’t only belong in a museum

If you can curate information to the needs and interests of clients, you can cut down on pitchbook churn. Ask junior investment bankers on what they spend most of their time, and pitchbooks will usually be th…

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The one simple rule for a great pitchbook

As a banker, the best piece of career advice I ever received had nothing to do with scrubbing numbers, building models, or conducting an analysis. The best piece of career advice I ever received had nothing t…

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What “less is more” means for junior bankers

How to balance a rich, layered story with the power of a single takeaway message by using the "less is more" approach. “Less is more.” A well-known phrase with dual meaning. It was made popular by architect L…

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What investment bankers can learn from chess

Supercomputers changed the way chess is played. What does this mean for investment bankers? You think this is going to be about how chess can teach critical thinking, don’t you? Nope. And nope, this isn’t a…

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Two steps to become pitch perfect

You get to a client meeting and your 60 minutes is reduced to 30. How to use storyboarding and presentation practice to be prepared. The American Film Institute lists Walt Disney’s Snow White and the Seven Dw…

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