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.

metrics vs. benchmark indexes over time

metric vs. benchmark indexes over time

This page shows two different metrics for the same peer set, created as a single content item using the Pellucid platform, saving you the trouble of having to adjust sizing for two different PowerPoint charts. You can easily select the time frame, end date, and other parameters for the chart from the content details page.

Periodic metric small multiples vs. comps

Periodic metric small multiples pitchbook chart

Small multiple charts are underutilized in pitchbooks, despite offering a clear way to both compare peers and to draw out distinct differences. You can choose to highlight the subject company (as in the example) and also group the comps or organize in rank order.

Market return contribution from multiple and earnings

Market return contribution from multiple and earnings pitchbook chart

This market return page combines a stacked and clustered bar chart with a data table to show the breakdown of market returns from multiples and earnings for a peer set. There is a wide range of appearance options, including labeling and how to sort and order comps. You can also choose to add market index data to the chart.

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.