FIX THE PITCH

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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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The stories and experiences that shaped Pellucid Analytics and how we are striving to fix the pitchbook

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

Investment bankers should think like content marketers

Borrowing the content building block approach from marketers can help bankers personaliz and reuse content. If you ask any investment banker about what they do each day, producing content will be at the top o…

Adrian CrockettAdrian Crockett

What’s trending this month?

Metric vs. comps index with relative value bars, cumulative market returns vs. benchmark indexes, and metric over time with histogram charts Pellucid’s content library is designed specifically for investment…

Team PellucidTeam Pellucid

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

Why investment banks should embrace crowdsourcing

What if you could crowdsource a list of comps from all the other bankers in your firm? For the last 15 years of my time on Wall Street, I ran what many banks call either the Financial Strategies Group or the…

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…

Team PellucidTeam Pellucid

Step-up to better pitchbook line charts

Some data and chart combinations simply don't work and will result in a bad meeting. Why this is a better chart to use for target price data. Understanding data before plotting it is the critical first step i…

Adrian CrockettAdrian Crockett

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…

Team PellucidTeam Pellucid

Benchmarking pitchbook charts: Spotting trends and showing change

Eric Rattner discusses Pellucid's recent benchmarking chart expansion. Chief Content Officer, Eric Rattner, shares his thoughts on benchmarking charts series and how they should be used. Why use a ben…

Eric RattnerEric Rattner

What pitchbook content was trending in January?

Comps scatter, cumulative market returns, and horizontal benchmarking charts were trending at Pellucid. Pellucid’s content library is designed specifically for investment bankers and strategic advisors. It’s…

Team PellucidTeam Pellucid

Scatter charts, regressions, and what to look out for when plotting data

Eric Rattner shares best practices about scatter charts and visual treatments. Chief Content Officer, Eric Rattner, shares his thoughts on scatter charts and how these charts should be used in pitchbo…

Eric RattnerEric Rattner

“Similar. But different”: innovation in pitchbook visualizations

Is a benchmarking ever just a benchmarking chart? At Pellucid, we spend a lot of time thinking about pitchbook content. And we’ve noticed that similar to the adage “beauty is in the eye of the beholder,” inno…

Adrian CrockettAdrian Crockett

What pitchbook content is trending at Pellucid?

Share price chart with future uncertainty fan, marginal histograms, and grouped comps bubbles Pellucid’s content library is designed specifically for investment bankers and strategic advisors. It’s filled wit…

Team PellucidTeam Pellucid

You created a pitchbook. So what?

When creating a lengthy pitchbook for a client meeting, how asking "so what?" can ensure you are delivering insights and not just repeating data. “If I am to speak ten minutes, I need a week for preparation;…

Adrian CrockettAdrian Crockett

Investment bankers and micro-content, an emerging love story

Sending a sample chart to a client in advance can save hours in pitchbook production. Ask any junior banker on what they spend the most time and producing content is likely to be near the top of the list. As…

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…

Adrian CrockettAdrian Crockett

What pitchbook content is trending at Pellucid?

Trending pitchbook content: analyst recommendations, share price performance, and benchmarking. From pitchbook essentials to advanced data visualizations, Pellucid's content library is designed to help banke…

Team PellucidTeam Pellucid

Pitchbooks: Ideas are cheap, execution isn’t

Strategic ideas are a banker's best asset. But more ideas means more content has to be created. Welcome to the pitchbook paradox. Costing around $40,000 on average, pitchbooks are an expensive yet necessary p…

Adrian CrockettAdrian Crockett

But what goes into a pitchbook exactly?

We undertook an audit of over 2,000 pitchbooks to see what goes into them exactly. We found not all pitchbooks are the same, far from it. We know, and you probably know too, that the pitchbook creation proces…

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…

Adrian CrockettAdrian Crockett

Why I had to leave Wall Street to fix it

One thing I know for certain to be true about today's investment bank: The pitchbook process is broken and it's time to fix it. “That’s not how we do things around here.” It was my ninth day at an investment…

Adrian CrockettAdrian Crockett