Hims & Hers | SPAC Presentation Deck | 43 slides

Hims & Hers · 2021-01
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

4
coverage by narrative range · generated from this deck JSON

Slide inventory

43
every slide · same image gating as the playbook
01
Slide 1
front_matter
04
Includes a bar chart showing revenue growth from 2018 to 2020E.summarize
05
The slide uses a grid layout to display logos of various investment firms.cite_precedent
07
Uses a bubble-chart style visualization to represent market size.size_opportunity
Open slide detailBeat · Market Sizing
08
Uses a 3x2 grid of metrics to categorize the problem into three themes.frame_problem
Open slide detailBeat · ProblemLoop · Cost Of Inaction
09
Uses a timeline to establish a pattern of industry disruption, culminating in the company's current focus.argue_timing
Open slide detailBeat · ProblemLoop · Cost Of Inaction
10
transition
Open slide detailBeat · Market SizingLoop · Why Now
11
The slide uses a vertical timeline-like structure to show the stack of services.present_solution
Open slide detailBeat · Solution
12
The slide uses a three-step process flow to illustrate the user experience.present_solution
Open slide detailBeat · Solution
13
Uses a hub-and-spoke diagram to map core value pillars to the brand.present_solution
Open slide detailBeat · Solution
14
The slide uses a combination of process description and quantitative metrics to build trust in the platform's clinical quality.show_traction
Open slide detailBeat · Market Sizing
15
The slide uses a 'code-as-product' aesthetic to emphasize the proprietary nature of the tech stack.present_solution
Open slide detailBeat · Market Sizing
16
The chart shows growth from 2018 to Q2 2020.show_traction
Open slide detailBeat · Market Sizing
17
The chart highlights Hims & Hers' significantly higher NPS compared to traditional service industries.compare_peers
Open slide detailBeat · Market Sizing
18
The right side of the slide illustrates a causal chain or flywheel effect leading to low CAC.show_traction
Open slide detailBeat · Market Sizing
19
The slide uses a growth trajectory visual to map TAM against age groups and specific medical conditions.size_opportunity
Open slide detailBeat · Market Sizing
20
The slide uses a four-column layout with imagery corresponding to each health category.size_opportunity
Open slide detailBeat · Market Sizing
21
The table uses checkmarks to indicate alignment with business model pillars like 'Chronic', 'Generic Medication', 'Specialty Focus', 'Stigma', and 'Telemedicinecompare_peers
Open slide detailBeat · Market Sizing
22
The slide uses a 2x2 matrix to highlight Hims & Hers' unique positioning in the top-right quadrant.compare_peers
Open slide detailBeat · Traction
23
transition
Open slide detailBeat · Traction
24
The slide uses a combination of qualitative market drivers and quantitative metrics to justify the 'why now' for digital health.argue_timing
Open slide detailBeat · Traction
25
plan_implementation
Open slide detailBeat · Traction
26
present_solution
Open slide detailBeat · Traction
27
The slide uses a split-layout: left side focuses on operational capability (facility), right side focuses on market opportunity (TAM expansion).size_opportunity
Open slide detailBeat · Traction
28
The slide uses a bubble-like visualization to represent population sizes across various regions.size_opportunity
Open slide detailBeat · Traction
29
transition
Open slide detailBeat · Traction
30
show_traction
Open slide detailBeat · Traction
31
The slide uses a combination of bar charts and CAGR callouts to highlight financial performance.show_traction
Open slide detailBeat · Traction
32
The slide uses three donut charts to illustrate revenue diversification and high subscription rates.analyze_data
Open slide detailBeat · Traction
33
The slide uses two bar charts side-by-side to demonstrate the drivers of revenue growth: volume (number of orders) and value (AOV).show_traction
Open slide detailBeat · Traction
34
The slide uses a combination of a line chart for cohort revenue and a combo bar/line chart for marketing spend and CAC.show_traction
Open slide detailBeat · Traction
35
Includes historical actuals (A) and estimates (E).analyze_data
36
Includes detailed footnotes regarding share counts, cash, and transaction fees.analyze_data
37
The slide uses a bar-chart-like visualization to compare financial performance metrics across a peer group.compare_peers
38
The slide highlights the valuation discount of Hims & Hers relative to its peers.compare_peers
39
Includes growth-adjusted multiples and mean/median calculations.compare_peers
40
The slide uses a numbered list format to present the investment thesis.summarize
42
The table follows standard financial reporting reconciliation format.analyze_data
43
front_matter