Data. Visualization. Advice.

Engage clients with timely, differentiated, actionable insights

Pellucid Pitchbook


adjective \pə-'lü-səd\

  1. allowing the maximum passage of light; translucent
  2. clear in meaning, expression or style; easy to understand


Introducing Pellucid

Pellucid is a tablet- and browser-based software solution designed from the ground-up for advisory professionals—millions of people who provide timely, data-driven, expert analysis and advice to clients or internal stakeholders to guide and accelerate decision-making.

Pellucid brings together all the capabilities advisory professionals need—business intelligence, data visualization, collaboration, and presentation technology—into a smart, integrated solution.

Where Pellucid Fits

Pellucid is aimed at professionals who sell ideas for a living. This could be selling in the true sense, or the more general activities of explaining, consulting, or persuading. So, that’s a lot of us.

And here’s the vital piece: by ideas, we mean data-driven insights and advice that require rigorous analytic support. The kind of things people don’t just take your word on.

Weighty, multi-faceted ideas that take time to figure out and even more time to corral data and put into charts, graphs, tables, diagrams, words, and a story. Concepts that will be evaluated, debated, and ultimately decided upon in corner offices, conference rooms, and board meetings. In other words, the fun stuff.

We are focused on industries that live and breathe this kind of work.

Investment banking

Financial services


Data-intensive organizations

What's broken

Having spent decades in the advisory services world, we know first-hand how painful, slow, and expensive it is to create materials that visualize data and communicate advice for clients or internal executives.

The data is siloed and constantly changing, yet has to be integrated and 100% accurate. The charts and tables are dense and complex, but have to be crystal clear and perfectly formatted. The information is extensive and varied, but must be woven into a compelling and persuasive story.

Oh, and the meeting is tomorrow.

Countless decisions every day rely on such deliverables, referred to as chartbooks, pitchbooks, or simply decks. Why is it that the process to create them hasn’t fundamentally changed in 20 years? It still requires a patchwork of people, antiquated software, and manual processes.

Some of the highest paid professionals in the world spend hundreds of hours building decks that, with modern technology, should take less than an hour.

How Pellucid fixes it

We make the end-to-end process seamless, so users can go from raw data to powerful visualizations and compelling stories in a fraction of the time and effort it used to take.

We leverage technology to automate what computers do best and simplify what humans do best, resulting in dramatically higher velocity, lower cost, greater scalability, improved compliance posture, and higher job satisfaction and retention.


Lower cost




Pellucid is comprised of a core platform and a set of industry-specific solutions.

What people are saying

The impact on investment-banking culture has the potential to be groundbreaking… It may indeed have far-reaching consequences in other industries as well.

Because pitchbooks themselves are sales instruments, how they look is paramount… Pellucid makes this process easier for all involved.

In addition to Pellucid’s approach to removing grunt work for analysts, it is giving senior bankers access to live data right in the presentation. This would normally require VPN access, logins, app switching and all other sorts of headaches, especially on tablets.

Pellucid developed and launched a sophisticated but simple digital pitch-book platform that slashes the time and cost required… That kind of technological advance is something that investment bankers should be happy with, and not fear.

At FinTech Cup, start ups competed to show they were bringing the most innovative and impressive developments to the financial sector… Pellucid was voted the crowd favorite.

Pellucid is fixing one of the most frustrating and time-consuming activities for senior investment bankers (and, by extension, junior bankers): building pitchbooks.

Pellucid provides pre-rendered content, pre-designed charts, all pre-populated with the necessary corporate data.

These companies set the standard for workplaces that really value their employees and offer an experience that's fulfilling inside and outside the office.