ADRIAN = FINANCE + DIGITAL

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?

SlantAdrian CrockettSeptember 28, 2017fix the pitchbook, tech as a tool, fintech, what we do, natural language generation, automationComment

Investment bankers should think like content marketers

Borrowing the content building block approach from marketers can help bankers personaliz and reuse content.

PitchAdrian CrockettSeptember 20, 2017fix the pitchbook, be a better banker, what we doComment

The pitchbook of the future

ow technology could transform the distribution, analytics, and personalization of investment banking pitchbooks.

PitchAdrian CrockettAugust 10, 2017fix the pitchbook, what we do, tomorrow's investment bank, tech as a toolComment

How investment banks will benefit from the first wave of machine learning

How machine learning can cut costs for investment banks.

SlantDevon StankJuly 20, 2017tomorrow's investment bank, what we do, tech as a tool, machine learningComment

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?

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.

SlantAdrian CrockettJune 29, 2017tech as a tool, KPO, tomorrow's investment bank, junior bankers, what we do, productivityComment

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.

Why investment banks should embrace crowdsourcing

What if you could crowdsource a list of comps from all the other bankers in your firm?

PitchAdrian CrockettMay 18, 2017tomorrow's investment bank, what we do, benchmarking, comps, crowdsourcingComment

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.

ChartsAdrian CrockettApril 13, 2017line charts, digging data, be a better banker, fix the pitchbook, what we do, explainingComment

“Similar. But different”: innovation in pitchbook visualizations

Is a benchmarking ever just a benchmarking chart?

ChartsAdrian CrockettDecember 22, 2016fix the pitchbook, benchmarking, bar charts, Ranking Chart, what we do, be a better bankerComment

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.

WinAdrian CrockettDecember 13, 2016fix the pitchbook, be a better banker, chart, what we doComment

Investment bankers and micro-content, an emerging love story

Sending a sample chart to a client in advance can save hours in pitchbook production.

WinAdrian CrockettNovember 22, 2016fix the pitchbook, client advice, tips and tricks, what we do Comment

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.

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.

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.

PitchAdrian CrockettMay 24, 2016fix the pitchbook, what we do, tomorrow's investment bankComment

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.

PitchAdrian CrockettApril 26, 2016fix the pitchbook, what we doComment

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.

PitchAdrian CrockettApril 1, 2016tech as a tool, fintech, what we do, tomorrow's investment bank, calculatorComment

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.

SlantAdrian CrockettDecember 1, 2015fix the pitchbook, what we do, tomorrow's investment bankComment

Investment Banking Strat | Digital Transformation | Design Thinking | Innovation & Strategy | Executive - 20+ yrs experience.