2023 Q1FY23 Investor Presentation

Toast
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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Deck intelligence map

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Slide inventory

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every slide · same image gating as the playbook
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Slide 1
front_matter
Open slide detailBeat · Attention
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appendix
Open slide detailBeat · Attention
03
The slide features a stylized graphic illustration representing the mission.summarize
Open slide detailBeat · Attention
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summarize
Open slide detailBeat · Attention
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size_opportunity
Open slide detailLoop · Logic Chain
06
The slide uses a visual metaphor of a restaurant floor plan to map out diverse business services (payments, HR, operations, marketing).frame_problem
Open slide detailBeat · NeedLoop · Logic Chain
07
The diagram uses a central Toast logo as the hub, with three primary stakeholders (Employees, Guests, Restaurant Success) connected to specific benefits.present_solution
Open slide detailBeat · NeedLoop · Logic Chain
08
The slide uses a modular framework to display the breadth of the Toast product suite.present_framework
Open slide detailLoop · Logic Chain
09
present_solution
Open slide detailLoop · Logic Chain
10
illustrate_case
Open slide detailLoop · Logic Chain
11
Uses a concentric circle diagram to illustrate market sizing.size_opportunity
Open slide detailLoop · Logic Chain
12
The slide uses a mix of strategic pillars and supporting metrics to validate the GTM approach.summarize
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transition
14
The slide uses a simple 2x2-style grid layout to categorize revenue models.present_framework
Open slide detailBeat · Satisfaction
15
The slide uses a stacked bar chart to show revenue composition over time, paired with a growth table and a summary of ARR.quantify_impact
Open slide detailBeat · Satisfaction
16
The slide tracks ARR growth over five quarters, highlighting the contribution of two main revenue streams.summarize
Open slide detailBeat · Satisfaction
17
quantify_impact
Open slide detailBeat · Satisfaction
18
The slide tracks two key performance indicators: Total GPV in billions and product adoption rates.analyze_data
Open slide detailBeat · Satisfaction
19
The slide highlights the shift towards recurring revenue streams as a driver for gross margin expansion.quantify_impact
Open slide detailBeat · Satisfaction
20
The chart shows a clear trend of narrowing negative margins over time.quantify_impact
Open slide detailBeat · Satisfaction
21
The slide uses a combination of a bar chart and a line chart to show growth in total wins and wins per 1,000 locations over a one-year period.illustrate_case
Open slide detailBeat · Action
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appendix
Open slide detailBeat · Action
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summarize
Open slide detailBeat · Action
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Numbers in millions ($M).analyze_data
Open slide detailBeat · Action
25
Numbers may not tie due to rounding.analyze_data
Open slide detailBeat · Action
26
Numbers are in millions of dollars ($M).analyze_data
Open slide detailBeat · Action
27
Numbers may not tie due to rounding.analyze_data
Open slide detailBeat · Action