PELLUCID FIXES PITCHBOOKS

Ready-made charts, effortless customization, compelling stories

Insightful decks in seconds, wherever you are
COMPANY

Pellucid Analytics delivers transformational efficiency gains for advisory professionals. Our first product fixes pitchbooks in investment banking.

BACKGROUND

Our founding team comes from major firms on Wall Street, where, for a decade and a half, they progressed through the ranks from entry level to the most senior titles. Like most advisory professionals, they dedicated a great deal of time and resources to creating pitchbooks to communicate insights and propose ideas to clients. In fact, our founders personally created and presented over 15,000 of them.

Pitchbooks are a pain

We know firsthand how painful, expensive, and slow the pitchbook creation process is.

Investment banks spend an average of $40,000 per pitchbook. Most of that comes from highly skilled professionals burning exorbitant amounts of time on tedious, manual tasks using outdated technology. This lost time makes senior bankers less responsive to their clients, and is a constant source of frustration to junior bankers who are working around the clock, but not using or developing high-value skills.

Pellucid fixes pitchbooks

We came up with a better way. Drawing on our experience (and frustration with the status-quo) we have developed a new platform that automates and streamlines workflows, and empowers people rather than depleting them. The platform supports segment-specific toolkits, each serving an advisory market such as investment banking, asset management, and management consulting.

Our first toolkit is for investment bankers. It contains domain-specific analyses and visualizations, all pre-populated with the latest market data and correctly formatted for the firm’s brand. Web-enabled, highly collaborative, and mobile, it brings together everything a banking team needs to create insightful pitchbooks in minutes.

To make sure of this, we augmented our own perspective by interviewing 1,500 investment bankers and auditing over 2,000 pitchbooks. We also have an ongoing relationship with a bulge-bracket investment bank that has helped guide our product development for two years, and serves as proof of concept that Pellucid can dramatically increase throughput, introduce operational leverage, and reduce cost.

LEADERSHIP

We are a diverse team with expertise across a core set of disciplines, including investment banking, technology and design.

Adrian

Crockett

Chief Executive Officer and Co-founder

Jamie

Ballingall

Chief Scientist and Co-founder

Eric

Rattner

Chief Content Officer

Dustin

Whitney

Chief Technology Officer

Jennifer

Giacobbe

Chief Customer Officer

Adrian

Crockett

Chief Executive Officer and Co-founder

Jamie

Ballingall

Chief Scientist and Co-founder

Eric

Rattner

Chief Content Officer

Dustin

Whitney

Chief Technology Officer

Jennifer

Giacobbe

Chief Customer Officer

Adrian Crockett

Chief Executive Officer and Co-founder

Jamie Ballingall

Chief Scientist and Co-founder

Eric Rattner

Chief Content Officer

Dustin Whitney

Chief Technology Officer

Jennifer Giacobbe

Chief Customer Officer

PRODUCT

Pellucid fixes pitchbooks.

THE PROBLEM

Advisory professional workflows are hamstrung by outdated technologies and processes. Spreadsheets and presentation software were first introduced in the 1980s. Since then, professionals who collect data, build financial models, and present complex information have crammed more and more 'functionality' into these same basic applications. They’ve developed disjointed, manual processes around the original software to get from raw numbers to client-ready pitchbooks. Each pitchbook consumes a patchwork of people over days or weeks juggling spreadsheet software, presentation software, company-specific software packages, custom branding add-ins and more—all while attempting to collaborate over confusing handwritten notes on printouts or faxes or comments buried in endless email chains.

All of this is tedious, time consuming, and error prone. Worse, it robs advisory professionals of critical thinking time—the time they need to generate valuable insights for their clients, construct compelling arguments, and write narratives for their pitchbooks.

In investment banking, senior bankers compete on their ability to provide compelling, relevant and timely insights to their clients. Lackluster pitchbooks, even though they cost tens of thousands of dollars to produce, result in lost opportunities.

THE OPPORTUNITY

Our iPad and browser-based platform liberates advisory professionals from antiquated, cumbersome tasks and allows them to spend more time delivering insights and value to their clients. Though the insights themselves cannot be automated, they are based on supporting materials that can be. In fact, a survey of over 200 investment banking Analysts and Associates indicated that 37% of their time was spent on automatable tasks. Separately, an audit of over 2,000 investment banking pitchbooks revealed that 42% of the charts and tables could be produced automatically.

The Pellucid investment banking toolkit does just that: offers pre-rendered content to populate the 40% of the typical pitchbook that’s comprised of standard charts and tables. The foundation of Pellucid is its extensive library of curated, brand-compliant, ready-made charts, pre-populated with the latest data for a selected company and comparable firms. This library allows users to review analyses, select exhibits, drag-and-drop charts and tables into a presentation, and edit with ease.

Pellucid also streamlines the creation of the remaining 60%, which is typically half text, and half semi-structured or custom content. Text, slide titles, keynotes, and text blocks are easy to add, move or change using pre-defined, brand-compliant layouts. Exhibits and charts that aren’t yet included in the Pellucid library can be easily imported from other applications.

In contrast to the convoluted processes, outdated tools, and piecemeal bolt-ons bankers are putting up with today, Pellucid represents a new approach, designed from the ground up. In one holistic, intuitive system, users can accomplish the four main steps of pitchbook creation: review, select, tweak, and tell. The user reviews a gallery of charts, selects the ones that appear interesting, tweaks them as desired, and then tells a story around them through narrative content that explains the core ideas in the pitchbook. This radically simplified workflow delivers tremendous benefits to senior and junior advisory professionals, as well as management within the firm.

KEY BENEFITS

Senior Investment Bankers

Senior investment bankers have immediate visual access to a broad and deep chart gallery to support ideation, hypothesis testing, and narrative construction.

Mobility

Mobility

Do real work while traveling; full functionality on both the iPad and desktop

Velocity

Velocity

Close more deals with an accelerated pitchbook process; validate ideas instantly with easy-to-edit charts

Quality

Quality

Get the pages you need, exactly as you need them, in seconds instead of days

Junior Investment Bankers

Junior investment bankers can make more of an impact, more frequently, earlier in their careers since they are increasingly free from spreadsheet, data and chart wrangling.

Focus

Focus

Deliver stand-out work without the burden of time-consuming tasks and workstreams that don’t add value to your clients or your careers

Skills

Skills

Have more time to develop marketable skills, such as financial modeling and business strategy

Satisfaction

Satisfaction

Get more sleep and, just possibly, maintain a social life

Management

Management gains a new level of visibility into operations, cost, and business controls.

Scalability

Scalability

Respond to demand fluctuations with higher throughput, greater profitability, and consistent quality

Transparency

Transparency

Gain real-time insight into materials being created and who can access them

Retention

Retention

Attract future leaders with tools that enable a high quality work experience

CAREERS

We are a highly motivated team with diverse skills and domains of expertise. We thrive on cultivating an environment that leverages each team member’s unique capabilities to the fullest.

OUR CULTURE

Each individual is expected to deliver the best and has the advantage of working with and learning from the best. We have a flat personnel structure and a highly rewarding work environment. We know how to work hard and enjoy life, both inside and outside the office.

We share a common belief that high-quality solutions to modern problems demand a new approach, and we are passionate about empowering advisory professionals with the tools they need to succeed in today's environment.

OFFICE LOCATIONS

Boulder Office

Our Boulder office is located right on the Pearl Street Mall in downtown Boulder. This beautiful town offers what has been widely recognized as the ideal lifestyle. Immediate proximity to great food, eclectic shopping, and great live music is rivaled only by the incredible natural beauty of the Rocky Mountains that serve as Boulder’s backdrop. With thousands of acres of designated open space, an exhilarating trail run, hike, or mountain bike ride is literally only minutes away. The winter months are well served by local ski resorts, and downtown Denver is only a short 30 minute drive away.

5,350 Feet

5,350 Feet

Elevation/altitude

300 Days

300 Days

Annual sunshine

47 Yards

47 Yards

Nearest coffee shop

21.3 Miles

21.3 Miles

Nearest ski resort

New York Office

Our New York City office is located in the Fashion District just south of Penn Station and Madison Square Garden. A hub for finance and technology, New York City offers us a location that is both cutting edge and close to our clients. And as one of the world’s most cosmopolitan cities, there is a world of culture and discovery around every corner.

31 Feet

31 Feet

Elevation/altitude

157 Steps

157 Steps

Nearest MTA station

180 Yards

180 Yards

Nearest coffee shop

2 Blocks

2 Blocks

Madison Square Garden

COMMUNITY

Pellucid hosts and participates in a variety of meetups throughout the year. We provide ample opportunity for team members to immerse themselves in the creative and leading-edge Boulder and New York City entrepreneurial communities that we work in. We regularly host events for, present at or participate in the New York Scala meetup that our CTO founded and co-leads, the Full Stack Boulder meetup that Pellucid Analytics founded, as well as The Boulder Area Scala Enthusiasts meetup.

We also contribute back to the community via open source projects, such as on Datomisca, a Scala API for Datomic.

We were also named on Outside Magazine's prestigious sixth annual "Best Places to Work" list for 2013.

Also check out our technical blog discussing a lot of the technologies we use everyday.

BENEFITS

We offer generous benefits and a highly rewarding work environment to all members of our team.

Catered Lunches

Twice per week

Unlimited Paid Time Off

True flexibility and trust

Active Lifestyle Allowance

Monthly stipend for activities

Health Insurance

100% of single rate

Education Allowance

Significant annual amount

Fruit and Snack Supply

Energy bars & organic seasonal fruit

OFFICE BENEFITS

We have also created an inviting, aesthetically inspiring office environment that our team genuinely enjoys spending time in.

Large Workstation Areas

With 30” monitors

Retro Arcade Table

Over 60 classic games

Table Tennis Table

Spontaneous ping-pong stress relief

80” LED TV

Video meetings & interactive whiteboard

Free RTD Eco Pass

Free local transportation

Single Speed Bicycle

Outfitted with our own colors

CURRENT OPPORTUNITIES

We are always looking for valuable additions to our team. Please feel free to contact us even if there is no specific role listed that fits your unique skillset.

Senior Full Stack Developer Boulder, CO

We are currently looking to hire several Senior Full Stack Developers. We want people who know JavaScript, CSS and the JVM well beyond the syntax and into many of their idioms, patterns and advanced libraries. On the JavaScript side, we make heavy use of promises and modules; on the CSS side, we make use of transitions and tools for precompilation; on the JVM side we use Scala and we’re looking for Scala developers or strong Java developers looking to learn Scala.

Our environment is full of interesting and intelligent people, and we’re looking for similarly high caliber developers to join us. We've got a PhD from Oxford with deep roots in category theory, as well as contributors to the Play Framework and an iteratee-based MongoDB driver for Scala (http://reactivemongo.org/). We strongly emphasize open source development and have already released a Scala library for Datomic (http://pellucidanalytics.github.com/datomisca/). We have several other open source projects in the works, including a promise-based JavaScript library for high performance UI in native iOS applications. Our software stack is meant to be 100% non-blocking and our libraries are focused on making that a reality.

You would be working on a product that will have a major impact on investment banking workflows, especially with respect to financial visualization and analytics, through automation as well as fluid and intuitive UX. Even though we're focused on the finance sector and many on our team come from banking, we maintain a startup feel, but are well funded so neither pay nor job security is an issue. We offer four weeks of vacation, brand new Macbook Pros, and 30 inch monitors. We also do hack days and make strong efforts to include interesting technologies into our daily work.

Desired Experience:

  • Five or more years of experience developing web applications
  • Experience turning comps and wireframes into code
  • Experience building mobile applications
  • Undergraduate or masters degree with impressive academic results and a solid knowledge base across computer science

Desired Skills:

  • Strong HTML, CSS, and JavaScript skills
  • Extensive experience working on the JVM
  • Strong working knowledge of AWS
  • Experience with unix and git

Applications

To apply for this role, please email your resume to tech.talent@pellucid.com

Senior Front End Developer Boulder, CO

We have several Senior Front End Development positions open. We're looking for people who know JavaScript well beyond the syntax and into the many of the idioms and patterns, like promises and the Modules pattern. We’re looking for people who know CSS well beyond changing fonts and text colors. We use some of the more advanced CSS3 features, like CSS transitions, and we’d expect a good candidate to have used those features too.

Our environment is full of interesting and intelligent people, and we’re looking for high caliber people to join us. To give you an idea of where that is, we've got a PhD from Oxford with deep roots in category theory; we've got contributors to playframework (https://github.com/playframework/play); contributors to a MongoDB driver for Scala (http://reactivemongo.org/); we're developing our own open source library for Datomic (http://pellucidanalytics.github.com/datomisca/), and we've got two other open source projects in the works (not open yet), including a JavaScript library for UI and a non-blocking AWS library. Our software stack is meant to be 100% non-blocking, and our libraries are focused on making that a reality.

In general I think we can all agree that banking is marred by horrid UX and UI. We're building an application to fix some of that, and make a major impact on the way investment bankers work through not only automation, but fluid and intuitive UX. And even though we come from banking, the environment at Pellucid has a startup feel, but we're well funded so pay and job security aren't issues. We offer four weeks of vacation, brand new Macbook Pros, and 30 inch monitors. We do hack days and make strong efforts to include interesting technologies into our daily work.

Desired Experience:

  • Five or more years of experience developing web applications
  • Experience turning comps and wireframes into code
  • Experience building mobile applications
  • Undergraduate or masters degree with impressive academic results and a solid knowledgebase across computer science

Desired Skills:

  • Strong HTML, CSS, and JavaScript skills
  • Some experience working on the JVM
  • Strong working knowledge of JavaScript
  • Experience with unix and git

Applications

To apply for this role, please email your resume and portfolio to tech.talent@pellucid.com

DevOps Engineer New York, NY

Pellucid Analytics is hiring a DevOps Engineer. We are building an AWS-based innovative financial analytics application and are looking for senior engineers to architect and orchestrate the underlying infrastructure. Our DevOps team is responsible for building infrastructure tools, automating the system/application deployment pipeline, and working with development teams to help engineer scalable software. This is a great opportunity to take a prominent role in a small company with a lot of VC interest, that will likely lead to a lot of growth.

Our environment is full of interesting and intelligent people, and we’re looking for similarly high caliber people to join us. We've got a PhD from Oxford with deep roots in category theory, as well as contributors to the Play Framework and an iteratee-based MongoDB driver for Scala (http://reactivemongo.org/). We strongly emphasize open source development and have already released a Scala library for Datomic (http://pellucidanalytics.github.com/datomisca/). We have several other open source projects in the works, including a promise-based JavaScript library for high performance UI in native iOS applications. Our software stack is meant to be 100% non-blocking and our libraries are focused on making that a reality.

Desired Experience:

  • 5+ years of experience managing a production Linux environment
  • 3+ years of heavy scripting and/or application development in Python or Ruby; prior experience with Java or other JVM-based languages
  • Solid understanding of relational database concepts and 2+ years experience with MySQL, PostgreSQL, or Oracle
  • Experience with non-relational databases and key-value stores (MongoDB, CouchDB, Cassandra, Riak, Redis, Memcached)
  • Experience with configuration management tools (Chef, Puppet, CFEngine, Ansible)
  • Experience with open-source monitoring solutions (Nagios, Ganglia, Sensu, Graphite, Zenoss)
  • Experience with Git or Subversion
  • Experience working in the financial sector

Desired Skills:

  • Strong working knowledge of AWS
  • Firm grasp of core operating system concepts (processes, threading, memory management, filesystem types, ACLs)
  • Solid understanding of TCP/IP networking concepts and major protocols
  • Solid understanding of tiered security concepts (network, OS, application)

Applications

To apply for this role, please email your resume to tech.talent@pellucid.com

CONTACT

Email or phone us to arrange a discussion. We look forward to hearing from you.

Phone

+1 720 336 5150

Boulder Office, 1426 Pearl Street, Suite 100, Boulder, CO 80302

Boulder

1426 Pearl Street, Suite 100

Boulder, CO 80302-5311

New York Office, 210 W 29th Street, 4th Floor New York, NY 10001

New York

210 W 29th Street, 4th Floor

New York, NY 10001-5205

Social