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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What pitchbook content is trending at Pellucid?

Team PellucidTeam Pellucid

Pellucid’s content library is designed specifically for investment bankers and strategic advisors. It’s filled with common pitchbook charts, multi-page books, and advanced data visualizations to help tell a compelling story and command client attention.

Here what’s trending at Pellucid:

1. Cumulative market return vs. comps over time (small multiples)

Cumulative market return vs. comps over time (small multiples)

The small multiple charts are an alternative to a traditional multi-line time series. It breaks out the series line for each entity into a separate smaller chart canvas, which are arranged in a grid. As each entity is shown separately, a clear and detailed evaluation can be provided without losing the context of a comp set.

2. Comps ranking (with summary table)

Comps ranking chart with summary table

The Comps ranking chart is an update to a traditional comps table. Each entity is ranked by metric and shown as a different color. By following the threaded colors, comparisons can be made at the metric and overall performance level. The Pellucid platform allows users to apply various visual treatments to the Comps ranking chart, such as adding a summary table (shown above), adding summary stats, and grouping the comps.

3. Metric vs. comps over time (visualizing differences)

metric vs. comps over time (visualizing differentces)

When showing two series lines that share an axis, using shaded differences to visualize any deviations adds another level of detail to the content. The chart above shows this treatment applied as a panel, which highlights the magnitude and direction of the difference.

Explore Pellucid’s content, created specifically for pitchbooks and financial analysis. Request a demo.

Team Pellucid

Team Pellucid

Thoughts, ideas, and updates from the Pellucid team.