Elms | SPAC Presentation Deck | 46 slides

Electric Last Mile Solutions · 2021-02
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

6
coverage by narrative range · generated from this deck JSON

Slide inventory

46
every slide · same image gating as the playbook
01
Slide 1
Features company logo, branding on a vehicle, and the partner Forum Merger III Corporation.front_matter
02
Includes standard boilerplate for SPAC transactions.other
03
Includes detailed footnotes regarding transaction mechanics and share counts.summarize
04
The slide uses a grid layout to display seven executives, their roles, bios, years of experience, and associated company logos.other
05
The slide uses a grid layout to display headshots, names, titles, professional summaries, years of experience, and associated company logos for each nominee.other
06
front_matter
07
Uses a funnel-like visual structure to connect market trends to the company's positioning.size_opportunity
Open slide detailBeat · Problem
08
The slide uses a house-like structure to represent the value proposition pillars.present_solution
Open slide detailBeat · Problem
09
The slide uses a hub-and-spoke style diagram to show the convergence of two entities into an independent U.S. entity.establish_context
Open slide detailBeat · Solution
10
The central hub represents ELMS's core value proposition and internal capabilities, while the surrounding boxes represent the partner ecosystem.present_solution
Open slide detailBeat · Solution
11
The slide uses a Gantt chart format to illustrate the product development and production ramp-up schedule.plan_implementation
Open slide detailBeat · Solution
12
The slide uses a grid layout to present four pillars of competitive advantage, supported by logos of potential customers/partners.present_solution
Open slide detailBeat · Solution
13
The slide uses a visual metaphor to define the 'last mile' problem space.establish_context
Open slide detailBeat · Solution
14
The slide uses a grid layout to categorize vehicle applications by industry (Transportation, Industrial, Municipalities, Communications, Small Business, Utilitipresent_solution
Open slide detailBeat · Solution
15
The slide uses a grid layout to segment the market by vehicle class (1-8) and category (Conversion, Pickup, Delivery).compare_peers
Open slide detailBeat · Solution
16
The slide uses a grid layout to segment vehicles by weight class (Class 1-3) and market status (ELMS, EV Announcements, Gas Entries).compare_peers
Open slide detailBeat · Solution
17
The slide uses a visual comparison matrix to position ELMS products as superior alternatives to traditional gas-powered vans.compare_peers
Open slide detailBeat · Solution
18
Uses a Venn diagram to illustrate market positioning and competitive advantage.compare_peers
Open slide detailBeat · Solution
19
Uses a Venn diagram to illustrate market positioning and competitive advantage.compare_peers
Open slide detailBeat · Solution
20
The slide uses a timeline structure to map product launches from H2 2021 to H2 2025, including technical specifications for each vehicle model.plan_implementation
Open slide detailBeat · Solution
21
The slide uses a futuristic, high-tech aesthetic to imply advanced fleet management and connectivity features.present_solution
Open slide detailBeat · Solution
22
Uses a two-tier categorization framework to distinguish between competitive advantages and baseline requirements.present_framework
23
Includes a line chart showing cumulative cost savings over time.compare_peers
24
Includes a disclaimer at the bottom regarding the nature of the sales/customer relationships.show_traction
25
The slide highlights the integration of ELMS Air and Geotab to provide fleet management capabilities.present_solution
26
The slide uses a process flow diagram to highlight the friction points between dealers, OEMs, and upfitters.frame_problem
Open slide detailLoop · Cost Of Inaction
27
The slide uses a process flow diagram to show the transition from raw vehicle to customized end-product.present_solution
Open slide detailLoop · Cost Of Inaction
28
The diagram uses a central diamond for the ELMS National Service Center, surrounded by four peripheral service modes.present_solution
Open slide detailLoop · Cost Of Inaction
29
The slide is currently empty of actual customer logos or data, serving as a template or transition slide.other
30
The slide uses a top-down process flow diagram to explain how ELMS handles B2C customer requirements.plan_implementation
31
The slide uses a hub-and-spoke diagram to categorize partners into Direct, Fleet Management, Dealers/Distributors, and Upfitters.show_traction
32
This appears to be a transition or filler slide in a pitch deck for ELMS (Electric Last Mile Solutions).filler
33
present_solution
34
The slide uses an aerial view of the plant as a background to ground the operational claims.establish_context
35
transition
36
Includes CAGR projections and unit economics (volume and average sales price).size_opportunity
Open slide detailBeat · FinancialsLoop · Mece Breakdown
37
Includes a footnote regarding non-GAAP metrics.analyze_data
Open slide detailBeat · FinancialsLoop · Mece Breakdown
38
Includes detailed footnotes explaining the transaction mechanics and assumptions.analyze_data
Open slide detailBeat · FinancialsLoop · Mece Breakdown
39
The slide uses a bar chart format to compare valuation multiples across two categories: emerging growth players and established OEMs.compare_peers
Open slide detailBeat · FinancialsLoop · Mece Breakdown
40
The slide uses a visual comparison between a fixed transaction value ($1.2B) and a range of peer-derived enterprise values ($2.3B-$3.7B).compare_peers
Open slide detailBeat · FinancialsLoop · Mece Breakdown
41
Uses a stacked bar chart to contrast total investment needs against ELMS' specific launch cost breakdown.compare_peers
42
summarize
43
The slide uses a hub-and-spoke style layout to categorize strategic growth initiatives.summarize
45
Includes financial chart showing revenue and EBITDA margin growth from 2014 to 2018E.cite_precedent
46
The slide uses a combination of text blocks and a combo chart to illustrate a SPAC transaction precedent.cite_precedent