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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Pellucid’s content library is designed specifically for investment bankers and other 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.

Two metrics overview chart

2 metrics overview pitchbook chart

Available as a page in the Pellucid platform, these charts allow you to show two different metrics displayed in two different charts, for a subject company and its peers. While the line or bar charts may not be challenging to create in Excel individually, ordering this set of content as a pre-created page, saves you the having to resize and adjust content to fit into a PowerPoint slide.

Valuation overview book

Valuation overview book for investment bankers

Books are similar to pages but contain even more charts. In the Pellucid platform, books are a collection of individual charts that in their combination help you tell a story or provide a depth around a particular analytical topic. The valuation overview book is six separate charts that are ordered as one item, making it one of the fastest ways to get up to speed about valuation trends for a company.

Benchmarking linked metrics vs. comps (3 metrics, horizontal)

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The linked benchmarking charts can be thought of as cousins to the Comps Ranking chart. A peer set is connected across three metrics with the lines showing how the entities compare for each plottable item. Also useful in this chart is the addition of summary stats. When combined with the data visualization, this volume of information provides multiple conversation points with clients.

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.