DraftKings | SPAC Presentation Deck | 49 slides

DraftKings · 2020-03
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 2
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Deck intelligence map

7
coverage by narrative range · generated from this deck JSON

Slide inventory

49
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Attention
02
other
Open slide detailBeat · Attention
03
other
Open slide detailBeat · Attention
04
front_matter
Open slide detailBeat · Attention
05
The chart shows a steady increase in registered accounts from 100k in 2012 to 12MM in 2019.summarize
Open slide detailBeat · Need
06
Notes indicate revenue is pro forma unaudited for 2019.summarize
Open slide detailBeat · Need
07
The slide uses a structured table format to present key metrics alongside each agenda item.summarize
Open slide detailBeat · Need
08
transition
Open slide detailBeat · Problem (Identify pain)
09
size_opportunity
Open slide detailBeat · Problem (Identify pain)
10
The chart uses a comparative methodology to estimate market size by extrapolating data from mature markets to the U.S. population.size_opportunity
Open slide detailBeat · Problem (Identify pain)
11
The slide uses a green star icon to denote DraftKings' current operational footprint.analyze_data
Open slide detailBeat · Problem (Identify pain)
12
The map uses color coding to distinguish between 'Mobile Authorized', 'Retail Only Authorized', and 'Active Mobile Legislation Being Considered', with stars indestablish_context
Open slide detailBeat · Problem (Identify pain)
13
The slide uses a bar chart to show historical growth and a single bar to represent the implied U.S. market size.size_opportunity
Open slide detailBeat · Problem (Identify pain)
14
Uses a bottom-up multiplication framework to derive revenue projections.size_opportunity
Open slide detailBeat · Problem (Identify pain)
15
transition
Open slide detailBeat · Solution & Approach
16
The diagram functions as a flywheel or ecosystem map.present_framework
Open slide detailBeat · Solution & Approach
17
The slide uses a numbered list format to present core business strengths.summarize
Open slide detailBeat · Solution & Approach
18
front_matter
Open slide detailBeat · Solution & Approach
19
The slide uses a hub-and-spoke style layout to connect the central 'Marketing Machine' to five distinct strategic pillars.present_framework
Open slide detailBeat · Solution & Approach
20
Data sourced from Q4 2019 Quarterly Brand Tracker.analyze_data
Open slide detailBeat · Solution & Approach
21
The slide uses a four-column layout to categorize the benefits of the database.summarize
Open slide detailBeat · Solution & Approach
22
The slide uses a simple additive formula (A+B=C) to demonstrate the impact of cross-selling from an existing database.quantify_opportunity
Open slide detailBeat · Solution & Approach
23
The chart shows a progression from local to national scale, highlighting a 70% reduction in eCPM.quantify_opportunity
Open slide detailBeat · Solution & Approach
24
The slide uses a hierarchical tree structure to show the flow from data collection to channel execution.present_framework
Open slide detailBeat · Solution & Approach
25
The slide uses a circular process diagram on the left and a mapping of user profiles to specific push notification content on the right.illustrate_case
Open slide detailBeat · Solution & ApproachLoop · Day In Life
26
transition
Open slide detailBeat · Satisfaction
27
The slide uses a hub-and-spoke visual layout to emphasize the central role of the product/tech/data organization.summarize
Open slide detailBeat · Satisfaction
28
The slide uses two bar charts to demonstrate competitive advantage in user satisfaction and engagement.compare_peers
Open slide detailBeat · Satisfaction
29
Uses a 'front-end vs back-end' or 'iceberg' metaphor to show unified platform components.present_framework
Open slide detailBeat · Satisfaction
30
The slide highlights key metrics (16 sports, 6 game types, 133 millionaires) and specific product innovations (Golf, Nascar, eSports, Tennis, single-game/in-gamsummarize
Open slide detailBeat · Satisfaction
31
Includes screenshots of the DraftKings mobile app interface.establish_context
Open slide detailBeat · Satisfaction
32
The central circle acts as a flywheel diagram.present_framework
Open slide detailBeat · Satisfaction
33
The slide uses a hub-and-spoke diagram for strategy control and an infographic of an engine to represent technical capabilities.present_solution
Open slide detailBeat · Satisfaction
34
The slide uses screenshots of the mobile app to illustrate the product integration.summarize
Open slide detailBeat · Satisfaction
35
summarize
Open slide detailBeat · Satisfaction
36
The slide uses a process flow diagram to show the transition from a complex multi-state/multi-product environment to a simplified single-wallet user experience.present_solution
Open slide detailBeat · Satisfaction
37
The slide uses a process flow diagram to illustrate the 'flip the switch' capability for new market entry.present_solution
Open slide detailBeat · Satisfaction
38
The slide uses callouts to map specific UI features to their personalized functions.present_solution
Open slide detailBeat · Satisfaction
39
The slide uses a hub-and-spoke style layout to show how three business units share common pillars of compliance, integrity, and security.present_framework
Open slide detailBeat · Desire
40
transition
Open slide detailBeat · Desire
41
The chart uses a cohort-based analysis to demonstrate revenue expansion over time.analyze_data
Open slide detailBeat · Desire
42
The chart tracks GGR, NGR, Gross Profit, and Contribution Profit over four time periods.analyze_data
Open slide detailBeat · DesireLoop · Before After
43
The chart uses a waterfall structure to demonstrate how various costs reduce net revenue to a 38% contribution margin.analyze_data
Open slide detailBeat · Desire
44
The slide uses a waterfall chart to bridge revenue to EBITDA, highlighting the impact of the SBT acquisition.quantify_opportunity
Open slide detailBeat · Desire
45
The chart shows a 31% CAGR from 2017 to 2021. The table at the bottom shows YoY growth percentages.analyze_data
Open slide detailBeat · Desire
46
OSB likely refers to Online Sports Betting.analyze_data
Open slide detailBeat · Interest
47
Includes detailed footnotes regarding transaction mechanics and share counts.present_solution
Open slide detailBeat · Interest
48
The table provides a clear bridge from operating loss to Adjusted EBITDA with explanatory commentary for each line item.analyze_data
Open slide detailBeat · Interest
49
summarize