A technology company with investment banker DNA

About us

Pellucid is a knowledge creation platform that enables strategic advisors to quickly create high-quality, data-driven visualizations

Our story

After decades in investment banking, Pellucid's co-founders decided something had to be done about the pitchbook creation process, unchanged since the introduction of Microsoft Office. The founders wanted to leverage technology to streamline the pitchbook process while offering industry-leading content.

We have a team of experts, assembled across eight disciplines


Wall Street wisdom


Engineering excellence

Data visualization

Advanced dot connection


Top-quality quants


Pixel perfection

Product design


Strategic advisory

Intelligent intelligence

Change management

Licensed navigators

Meet the leadership team

CEO and Co-founder

Adrian Crockett

Adrian's investment banking career spans three continents and multiple bulge bracket banks, culminating as Managing Director and Group Head of the Strategic Finance Group at Credit Suisse. At Pellucid, he is focused on bringing technology innovation to Wall Street and helping strategic advisors deliver exceptional value to clients.

LinkedIn Blog

Chief Content Officer and Co-founder

Eric Rattner

Eric has been in investment banking his entire career with stints at JPMorgan, Merrill Lynch, and Credit Suisse. At Pellucid he works on creating compelling, outstanding analytical content for clients and thinking up new visualizations to pack a powerful punch, all designed to industry-leading specifications.

LinkedIn Blog

Chief Customer Officer

Jenn Giacobbe

Jenn oversees client services and marketing. Her goal is to ensure our customers have the best possible experience with the platform, and she is always looking for new ways Pellucid can make their life easier. She has over 16 years of experience in financial technology and is a board member of the New York Women's Foundation.

LinkedIn Blog

Chief Product Officer

Patrick Ryan

Patrick works in the gap between ideas and execution, building products to bring visions to life. With over 18 years of experience in the financial services space, including asset management and consultancy, Patrick spends most of his time at Pellucid finding new ways to make the platform as delightful and easy to use as possible.

LinkedIn Blog

Chief Technology Officer

Franco Ponticelli

Franco leads Pellucid's team of engineers and developers that collectively build the infrastructure and requirements of the Pellucid platform. He's always tinkering with new tech and finding ways to apply the latest web, app, and code innovations to the platform.


Chief Operating Officer

Brett Crockett

Brett handles all the compliance and operational challenges at Pellucid, working hard to make sure the platform's infrastructure is 24/7 reliable, secure, and trustworthy. Having started his career in the investment banking industry, he ensures Pellucid can meet the rigorous demands of our clients while maintaining its flexibility and power.


Creative Director

Emily Thompson

Emily joined Pellucid in 2013 and makes sure the Pellucid platform blends elegance and intuition for efficient and pain-free pitchbook creation. She believes design should be smart and effortlessly improve a user’s experience, something she's been applying since designing her first website, to a range of digital design positions, to her current role as Creative Director at Pellucid.