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Presenter Profile:

How they describe themselves: Some finance professionals (e.g., traders) can make decisions alone. Many other advisory professionals need to convince their clients of the merits of a trade or deal. They are selling an idea and these ideas are physically represented by pitchbooks. Pellucid Analytics is revolutionizing both senior and junior advisory professional workflows. Junior advisory professionals are freed from spreadsheet, data, and chart wrangling. Senior advisory professionals have immediate visual access to a broad and deep chart gallery to support ideation, hypothesis testing, and narrative construction.

How they describe their product/innovation: Pellucid fixes pitchbook creation. It is a tablet and browser-based product tailored to the needs of advisory professionals that compresses the time required to perform a broad range of pitchbook-related activities from days to seconds. Rather than collecting data, running analytics, designing charts, and formatting slides, Pellucid users leverage a large gallery of print-ready charts populated with current data and formatted to firm-specific branding standards. Assembling such charts into a pitchbook is a simple drag-and-drop exercise. As a result, users can focus on applying judgment to information and crafting a compelling message directly relevant to their clients.

Product Distribution Strategy: Direct to Business (B2B), licensed

Contacts:

Bus. Dev., Press & Sales: Brett Crockett, COO, brett.crockett@pellucid.com, 720-336-5150