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.

Popular tags


First-hand experiences and stories about creating an inclusive work culture and advancing financial and technological education.

Is investment banking ready for natural language generation?

Ideas are communicated from data. And, as the volume of data grows, can we automate the production of ideas? Natural Language Generation (NLG) is a subfield of artificial intelligence that uses data to produc…

Adrian CrockettAdrian Crockett

How investment banks will benefit from the first wave of machine learning

How machine learning can cut costs for investment banks. How are you going to adopt machine learning at your organization? Machine learning may not have crossed your mind yet, but it’s definitely on the rada…

Adrian CrockettAdrian Crockett

Banking automation is here. Are you ready?

Goldman Sachs' Deal Link platform automates about half of the IPO deal process. Why bankers shouldn't be worried about robots. A couple of weeks ago Goldman Sachs announced Deal Link, a platform that automate…

Adrian CrockettAdrian Crockett

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…

Adrian CrockettAdrian Crockett

Strats: The future of investment banking

Why Wall Street should look to Goldman Sachs' Strats division for the future of banking. And the skills needed to be successful. Goldman Sachs is the most venerated investment bank on Wall Street. If you’ve e…

Adrian CrockettAdrian Crockett

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…

Adrian CrockettAdrian Crockett

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…

Adrian CrockettAdrian Crockett

How to read 52 books a year

Something nearly all successful business people do is read. A lot. How to make time in your schedule for continous learning. Things can move overwhelmingly fast in business. With probably over a hundred (mayb…

Adrian CrockettAdrian Crockett

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…

Adrian CrockettAdrian Crockett

Combinatorial innovation isn’t just for startups, it's also for pitchbooks

Every new client problem requires combining existing pieces in new ways. Would you consider yourself a combinatorial innovator? No? Never heard the phrase before? I first came across it from Hal Varian, Go…

Adrian CrockettAdrian Crockett

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…

Adrian CrockettAdrian Crockett

Why new approaches to education shouldn’t stay in the classroom

How the adoption of MOOCs could revolutionalize the analyst onboarding process A friend of mine, a professor at an Ivy League school, asked me how my wife and I were preparing to cover the college education c…

Adrian CrockettAdrian Crockett

Why STEAM power is the future

The combination of creative AND technical ability is America’s secret sauce to continued prosperity and engine of future economic development Innovation is touted as the panacea to volatile economic environme…

Adrian CrockettAdrian Crockett