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 was trending in March?

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 you tell a compelling story and command client attention.

Here what’s been trending at Pellucid:

Visualizing differences

investment banking pitchbook Visualizing differences

In this chart, you can easily show how a company compares to a market, industry, or comps index for any metric. The shaded area, using schematic “good/bad” colors shows when the subject company underperformed against the selected benchmark and by how much.

Valuation page

investment banking pitchbook valuation page

This Pellucid-created page is four charts that are fulfilled as a single item. Choose two different metrics, a subject company, and comps. The top two spaghetti charts show performance over time while the benchmarking charts below offer a side-by-side comparison.

Benchmarking change in metric vs. comps

investment banking pitchbook Benchmarking change in metric vs. comps

The arrow benchmarking charts show entities on the y-axis while the x-axis shows the selected metric. The horizontal lines show change over time, and shows change for the selected metric, using green and red to show if the change is positive or negative.

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.