Skillz | SPAC Presentation Deck | 42 slides

Skillz · 2020-09
arc beats above · slides in the middle · loops below · scroll → 4 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

42
every slide · same image gating as the playbook
01
Slide 1
front_matter
04
front_matter
05
inspire_vision
06
The slide uses a simple two-column layout to present high-level business metrics.show_traction
07
The slide uses a strong emotional hook to establish product-market fit.inspire_vision
08
The chart highlights Skillz's superior engagement metrics compared to industry giants like TikTok, Facebook, and YouTube.compare_peers
09
The slide uses a circular flywheel model to explain the value proposition and business logic.present_framework
10
Includes definitions for LTV, UAC, and Payback Period in the footer.show_traction
11
inspire_vision
12
present_solution
Open slide detailBeat · Solution
13
The slide uses a grid of icons to represent platform capabilities alongside isometric game tile illustrations.present_solution
Open slide detailBeat · Solution
14
inspire_vision
15
The chart uses bubble size to represent market value in billions of dollars.size_opportunity
Open slide detailBeat · Market Sizing
16
transition
17
decompose_segments
18
The slide uses a flow diagram to illustrate the conversion of two $0.60 entry fees into a $1.20 GMV, followed by a waterfall-style deduction to arrive at a $0.0present_solution
Open slide detailBeat · Business Model
19
The chart uses an area plot to visualize the age distribution overlap between Skillz users and Komen donors.show_traction
20
establish_context
21
argue_timing
Open slide detailBeat · ProblemLoop · Cost Of Inaction
22
The slide uses a contrast-based approach to set up the company's alternative model.frame_problem
Open slide detailBeat · ProblemLoop · Cost Of Inaction
23
The chart illustrates the 'long tail' problem in mobile gaming where only the top games are profitable due to rising acquisition costs.frame_problem
Open slide detailBeat · ProblemLoop · Cost Of Inaction
24
The slide uses a high-impact visual metaphor of digital engagement.inspire_vision
25
Uses a contrast-pair framework to illustrate market friction.frame_problem
26
The slide uses a two-row structure to segment the value proposition by customer persona.present_solution
27
The slide highlights 8 core service pillars alongside a UI screenshot of the platform.present_solution
28
The chart compares Skillz ($6.30) to the average of ZNGA and GLUU ($1.70).compare_peers
Open slide detailLoop · Mece Breakdown
29
present_solution
Open slide detailLoop · Mece Breakdown
30
inspire_vision
Open slide detailLoop · Jobs To Be Done
31
The left panel shows a leaderboard of top games by year, while the right panel shows a bar chart of the count of games exceeding $1M GMV.show_traction
Open slide detailLoop · Jobs To Be Done
32
transition
33
The charts show exponential growth trajectories for GMV and Revenue from 2016 to 2022E.show_traction
Open slide detailBeat · Satisfaction
34
The diagram uses a nested circle approach to show additive market opportunities.size_opportunity
Open slide detailBeat · Satisfaction
35
Slide 33 of the pitch deck.other
36
Data as of July 28, 2020. Skillz multiples based on $3.5Bn pre-money equity value.compare_peers
37
Includes specific methodology for Growth Adjusted Revenue Multiple and Skillz implied multiples.compare_peers
38
Includes definitions for Take Rate, Contribution, and Adj. EBITDA as footnotes.analyze_data
40
summarize
41
Includes a visual comparison of skill vs chance via scatter plots and a logo grid of compliance partners.appendix
42
front_matter