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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tech as a tool

The technology strategies, innovations, and fintech happenings of investment banks

The cost of a personalized pitch

For investment bankers, the smaller the audience, the more expensive the content creation process. Why this needs to be rethought. It may be pretty obvious that the more personalized a piece of content, the m…

Adrian CrockettAdrian Crockett

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

The pitchbook of the future

How technology could transform the distribution, analytics, and personalization of investment banking pitchbooks. More and more often I'm asked by clients how they can improve the distribution and analytics o…

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

What’s missing from pitchbook creation?

When creating pitchbooks, testing ideas and applying existing knowledge can elevate a pitchbook. So why doesn't this happen? I’ve spent almost 20 years working in the trenches of investment banks, producing a…

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

Is your pitchbook stack in place?

For boutique investment banks, an effective pitchbook stack is essential to making content faster, better, and easier to create. Whether you’re striking out on your own after years at a large firm, or have be…

Adrian CrockettAdrian Crockett

What pitchbook content was trending in April?

Benchmarking metric pages, share price vs. comps and analyst recommendations are trending at Pellucid Pellucid’s content library is designed specifically for investment bankers and strategic advisors. It’s fi…

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What pitchbook content was trending in March?

Visualizing differences, benchmarking arrow chart, and valuation page were trending content items in March. Pellucid’s content library is designed specifically for investment bankers and strategic advisors. I…

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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

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.…

Adrian CrockettAdrian Crockett

How many pitches result in a mandate?

How recording client insights, timing meetings correctly and increasing speed to meeting can boost your ratio of pitch:wins. What is your pitch:win ratio? How many of your pitches become mandates? Or, put ano…

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The pitchbook paradox

A banker's most valuable asset is strategic advice, yet pitchbook creation means it’s what they spend the least amount of time developing. As a banker, part of the job I always enjoyed the most was solving th…

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

How much does a pitchbook cost?

An average pitchbook costs about $40,000 to produce. Check out the Pitchbook Calculator to see how much yours cost. Lawyers, management consultants, doctors, advertising executives—all careers with a cl…

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Not even Goldman Sachs can clone bankers

As banks introduce solutions to attract and retain employees, what are the technology strategy considerations? Goldman Sachs recently announced new initiatives for its analyst program. Notably quicker promoti…

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