DraftKings | SPAC Presentation Deck | 26 slides

DraftKings · 2019-12
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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Slide inventory

26
every slide · same image gating as the playbook
01
Slide 1
Features Tom Brady in a Patriots uniform.front_matter
04
inspire_vision
05
The slide uses a numbered list format to present key investment theses, each supported by quantitative metrics.summarize
06
The slide uses a combination of a map, a donut chart, and a stacked bar chart to illustrate market size and growth.size_opportunity
Open slide detailBeat · Market Size
07
The chart uses international market data (NJ, UK, AU) to extrapolate the potential size of the U.S. market at maturity.size_opportunity
Open slide detailBeat · Market Size
08
Includes a bar chart for market growth and a stacked bar chart for market share.show_traction
Open slide detailBeat · Market Size
09
Uses a multiplicative formula to derive revenue projections from TAM, population penetration, and market share assumptions.size_opportunity
Open slide detailBeat · Market Size
10
The slide uses a combination of key performance metrics and a bar chart to establish market leadership.show_traction
Open slide detailBeat · Traction
11
The heatmap displays the percentage of users who play one sport (rows) and also play another (columns).show_traction
Open slide detailBeat · Traction
12
Includes a footnote regarding pro forma revenue.summarize
13
The slide uses a color-coded legend to distinguish between DraftKings and SBTech capabilities.present_solution
Open slide detailBeat · Solution
14
The slide uses a checkmark/cross matrix to highlight competitive differentiation.compare_peers
Open slide detailBeat · Solution
15
The chart highlights DraftKings' position relative to competitors in the NJ online sportsbook market.show_traction
Open slide detailLoop · Zoom In
16
The slide highlights a 9.6x LTV/CAC ratio for the total cohort and notes that ~90% of year 1 marketing spend was recouped by the end of 2019.show_traction
Open slide detailLoop · Zoom In
17
The chart illustrates the transition from initial high marketing spend to operating leverage.show_traction
Open slide detailBeat · Financials
18
The chart uses a standard waterfall structure to bridge from Gross Revenue to Contribution Margin.analyze_data
Open slide detailBeat · Financials
19
The chart shows a stacked bar representation of revenue growth for DraftKings and SBTech, with a 31% CAGR indicated.analyze_data
Open slide detailBeat · Financials
20
The chart uses a standard waterfall structure to bridge revenue to EBITDA.analyze_data
Open slide detailBeat · Financials
21
The slide outlines a SPAC merger transaction structure.summarize
Open slide detailLoop · Cost Of Inaction
22
appendix
Open slide detailLoop · Cost Of Inaction
23
The slide uses a combination of bar charts for financial multiples and a checklist for qualitative attributes to demonstrate competitive positioning.compare_peers
24
Data as of December 20, 2019. Includes various pro-forma adjustments for specific companies.compare_peers