ADRIAN = FINANCE + DIGITAL

Why your pitchbook needs a rearview mirror

Backtesting is an unsung hero of investment banking. Why this analysis should be included in your pitchbook.

PitchAdrian CrockettDecember 6, 2016fix the pitchbook, financial analysis, be a better banker, backtestingComment

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

Are you ready to find new clients?

Finding and engaging with new clients can be the difference between hearing about that deal, and being the one to execute it. Is your tech prepared?

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.

Junior bankers: avoid the pitfalls of a bad histogram

A badly labeled chart can throw a wrench in a client meeting. Avoid the perils of a poorly executed histogram.

ChartsAdrian CrockettNovember 2, 2016histogram, be a better banker, fix the pitchbook, digging data, tips and tricksComment

Should investment bankers optimize email subject line length?

The average person receives over 100 emails a day. How can you ensure yours is read?

WinAdrian CrockettOctober 25, 2016be a better banker, emailsComment

Has Google made knowledge workers irrelevant?

The evolution of the knowledge worker and why bankers should consider themselves "smart creatives."

SlantAdrian CrockettOctober 13, 2016professional development, be a better banker, discourse, tomorrow's investment bankComment

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.

For memorable pitchbooks, three is the magic number

Asking clients to remember 12 things is asking them to work too hard. How to make your pitches more memorable.

PitchAdrian CrockettSeptember 13, 2016fix the pitchbook, be a better banker, client advice, tips and tricksComment

An alternative take on the share price chart

Instead of another share price chart, use a waterfall chart to break down share price movements and take your analysis one step further.

What bankers can learn from the military

The army's "after-action reviews" help it perfect strategies and learn from mistakes. Which is exactly why you need to adopt the process.

WinAdrian CrockettAugust 30, 2016be a better banker, fix the pitchbook, discourse, professional developmentComment

No one is reading your executive summary

How tapping into the knowledge of designers can increase the visibility of your pitchbook content to make sure your key points land.

PitchAdrian CrockettAugust 19, 2016fix the pitchbook, be a better banker, discourse, tips and tricksComment

How to read 52 books a year

Something nearly all successful business people do is read. A lot. How to make time in your schedule for continous learning.

SlantAdrian CrockettAugust 17, 2016outside the office, education, discourse Comment

Nice guys finish first

In banking, focusing on practical skill development will get you far, but it won't get you the corner office. Clients need to like you before you can execute their deals.

WinAdrian CrockettAugust 2, 2016client advice, professional development, be a better bankerComment

Bankers are smart... aren’t they?

Why wanting to have a beer with someone is a better predictor of success than education, experience, knowledge, or intellect.

The pitchbook paradox

A banker's most valuable asset is strategic advice, yet pitchbook creation means it’s what they spend the least amount of time developing.

Deceptively simple: benchmarking charts

Benchmarking charts feature in nearly every pitchbook. Yet, each time they are created, they are a bespoke piece of content.

ChartsAdrian CrockettJuly 12, 2016fix the pitchbook, tomorrow's investment bank, benchmarkingComment

Why bankers still need to play Liar’s Poker

It may have dwindled in popularity, but playing Liar's Poker allows bankers to practice and master important necessary skills.

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