Shift | SPAC Presentation Deck | 46 slides

Shift · 2020-10
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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Slide inventory

46
every slide · same image gating as the playbook
01
Slide 1
The image serves as a visual metaphor for 'shifting' gears.front_matter
03
front_matter
04
Includes detailed footnotes explaining the assumptions behind the financial figures.analyze_data
05
The 'Ownership' stage is highlighted with a dashed border, indicating it is a future opportunity.present_framework
06
Uses a process-based framework to explain the business model.present_solution
Open slide detailBeat · Solution
07
The map illustrates the 'hub-and-spoke' logistics advantage by comparing a 20-mile radius (traditional) vs a 60-mile radius (Shift).illustrate_case
Open slide detailBeat · Solution
08
The slide uses bar charts to contrast Shift's inventory focus (older, lower-priced cars) against competitors like Carvana, CarMax, and Vroom.compare_peers
Open slide detailBeat · Solution
09
The chart highlights Shift's competitive advantage in customer satisfaction metrics.compare_peers
Open slide detailBeat · Solution
10
Uses a three-column layout to present market size, consumer trends, and comparative market penetration.argue_timing
Open slide detailBeat · ProblemLoop · Cost Of Inaction
11
The chart combines bar charts for units sold and dot markers for revenue, with specific annotations for Q3 performance.show_traction
Open slide detailBeat · TractionLoop · Cost Of Inaction
12
Uses a vertical timeline-style list to connect qualitative value propositions with quantitative metrics.summarize
Open slide detailBeat · Traction
13
transition
Open slide detailBeat · Traction
14
other
Open slide detailBeat · Traction
15
The slide uses a series of mobile app screenshots mapped to a 5-step process flow.present_solution
Open slide detailBeat · Traction
16
The slide uses a process diagram (How it works) and a value proposition list to explain the acquisition model.present_solution
Open slide detailBeat · Traction
17
The map shows 5 locations: Portland, Sacramento, San Francisco, Los Angeles, San Diego.present_solution
Open slide detailBeat · Traction
18
The slide uses a process-oriented layout to show how software integrates into physical operations.present_solution
Open slide detailBeat · Traction
19
present_solution
Open slide detailBeat · Traction
20
The slide uses a before-after or driver-result framing to demonstrate operational efficiency.show_traction
Open slide detailBeat · Traction
21
The slide uses a comparison matrix to position Shift against competitors across six key operational dimensions.compare_peers
Open slide detailBeat · Traction
22
The slide uses a three-column layout to map strategic initiatives to specific performance metrics.summarize
Open slide detailBeat · Traction
23
show_traction
Open slide detailBeat · Traction
24
The slide uses a growth arrow diagram to sequence strategic initiatives, with a vertical dashed line separating current core business from future strategic expaplan_implementation
Open slide detailLoop · Quick Win Big Bet
25
Uses a series of bar charts to show growth potential across three strategic pillars: growing current markets, adding new markets, and leveraging a proven playbosize_opportunity
Open slide detailLoop · Quick Win Big Bet
26
Includes a disclaimer regarding non-GAAP financial measures and projections.show_traction
Open slide detailLoop · Quick Win Big Bet
27
transition
28
summarize
29
The slide uses stacked bar charts to illustrate the growth trajectory from 2018A to 2022E.show_traction
30
Includes a disclaimer about non-GAAP financial measures.show_traction
31
Includes a forward-looking projection for 2020E.show_traction
32
The chart shows an increase in total CAC despite the title claiming 'decreasing' CAC; this may refer to efficiency gains relative to scale or specific componentshow_traction
33
The chart uses a waterfall structure to illustrate the path from Ecommerce ASP to final Adj. GPU - CAC.analyze_data
34
The slide uses a bar chart format to compare three key financial metrics across three companies. It includes specific footnotes detailing the calculation methodcompare_peers
35
The slide uses a standard financial model format to show the path to profitability.analyze_data
36
The slide uses a vertical timeline-like structure to connect company strengths to specific quantitative metrics.summarize
38
The slide uses a circular diagram to represent the ecosystem of partners.present_solution
39
The slide uses a map to visualize geographic reach and a bar chart to visualize inventory pricing strategy.compare_peers
40
The slide uses a hub-and-spoke diagram to categorize M&A objectives.plan_implementation
41
The slide uses external validation to frame the company's response to market headwinds.cite_precedent
42
show_traction
43
Includes historical data from 2018-2019 and projections for 2020-2021.analyze_data
44
Includes historical data and projections; contains a detailed footnote regarding non-cash expenses and Lithia warrant milestones.analyze_data
45
Includes historical annual GAAP financials (audited) and quarterly non-GAAP financials (unaudited).analyze_data
46
Includes a disclaimer regarding non-GAAP financial measures at the bottom.analyze_data