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Pellucid Analytics Unveils its Pitchbook-Enhancing Technology for Financial Professionals

Pellucid Analytics Unveils its Pitchbook-Enhancing Technology for Financial Professionals
Pellucid_Analytics_hi_res_FS2014

This post is part of our live coverage of FinovateSpring 2014.

Coming to the stage now is the team from Pellucid Analytics

“Pellucid fixes pitch book 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 pitch book-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 pitch book 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.”
Presenting: Adrian Crockett (CEO & Co-Founder) and Jamie Ballingall (Chief Scientist & Co-Founder)

Product Launch: April 2014
Metrics: 39 team members
Product distribution strategy: Direct to Business (B2B), licensed
HQ: Boulder, Colorado
Founded: November 2011
Website: pellucid.com
Twitter: @pellucidapp