Cazoo | SPAC Presentation Deck | 49 slides

Cazoo · 2021-03
arc beats above · slides in the middle · loops below · scroll → 3 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

49
every slide · same image gating as the playbook
01
Slide 1
front_matter
04
The slide uses a lifestyle image to evoke the emotional benefit of the service.inspire_vision
05
summarize
06
The slide uses a grid layout to present six distinct KPIs.show_traction
Open slide detailBeat · Traction
07
Includes detailed footnotes regarding transaction assumptions and shareholder value.analyze_data
Open slide detailBeat · Traction
08
transition
Open slide detailBeat · Traction
09
The chart uses a dual-axis style comparison: quarters since inception for early growth and a final snapshot of 'Last Quarter Before Listing'.compare_peers
Open slide detailBeat · Traction
10
compare_peers
Open slide detailBeat · Traction
11
The slide uses a comparison framework to justify market selection.compare_peers
Open slide detailBeat · Traction
12
The chart uses a split-axis style to compare industry sectors on the left and regional TAM components on the right.size_opportunity
Open slide detailBeat · Market Size
13
Uses a bar chart to show market penetration gap and a list of metrics to highlight consumer pain points.argue_timing
Open slide detailBeat · ProblemLoop · Why Now
14
argue_timing
Open slide detailBeat · ProblemLoop · Why Now
15
transition
Open slide detailBeat · Traction
16
The slide uses a 2x3 grid layout to explain the operational model and the customer value proposition.present_solution
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
17
present_solution
Open slide detailBeat · TractionLoop · Quick Win Big Bet
18
The slide uses a montage of marketing assets to support the claim of high brand awareness.show_traction
Open slide detailBeat · TractionLoop · Quick Win Big Bet
19
present_solution
Open slide detailBeat · TractionLoop · Quick Win Big Bet
20
The slide emphasizes operational scale through a map and photographic evidence of physical assets.establish_context
Open slide detailBeat · TractionLoop · Quick Win Big Bet
21
Includes Trustpilot branding and specific user reviews.show_traction
Open slide detailBeat · TractionLoop · Quick Win Big Bet
22
The slide uses a circular headshot layout to present the team members and their professional backgrounds.other
Open slide detailBeat · TractionLoop · Quick Win Big Bet
23
The slide uses a 3x2 grid layout to present six pillars of company strength.show_traction
Open slide detailBeat · TractionLoop · Quick Win Big Bet
24
The chart uses a waterfall-style visualization to aggregate country-specific TAMs into a total EU TAM.size_opportunity
Open slide detailBeat · TractionLoop · Quick Win Big Bet
25
The slide uses color-coding to distinguish between Cazoo Proposition (UK), Subscription Proposition (France, Germany), 1-2 years (Italy, Spain, Portugal), and Fplan_implementation
Open slide detailBeat · TractionLoop · Quick Win Big Bet
26
The slide uses a consistent four-column layout to detail the rationale behind each acquisition.show_traction
Open slide detailBeat · TractionLoop · Quick Win Big Bet
27
The slide outlines the value proposition of the subscription model, including customer benefits and strategic advantages.present_solution
Open slide detailBeat · TractionLoop · Quick Win Big Bet
28
The slide uses a three-column layout to categorize strategic initiatives under three core financial metrics.show_traction
Open slide detailBeat · TractionLoop · Quick Win Big Bet
29
transition
Open slide detailBeat · TractionLoop · Quick Win Big Bet
30
The slide uses a cascading step-down visual to present five distinct KPIs.show_traction
Open slide detailBeat · TractionLoop · Quick Win Big Bet
31
Includes historical data (2020E) and forward-looking projections (2021F-2024F).show_traction
Open slide detailBeat · TractionLoop · Quick Win Big Bet
32
Includes a disclaimer regarding non-IFRS financial measures and forward-looking projections.show_traction
Open slide detailBeat · TractionLoop · Quick Win Big Bet
33
The table uses parentheses to denote negative values (losses).analyze_data
Open slide detailBeat · TractionLoop · Quick Win Big Bet
34
The table includes segments for Retail and Wholesale, geographic breakdowns, and key metrics like CAC, unique visitors, inventory, and days to sale.analyze_data
Open slide detailBeat · TractionLoop · Quick Win Big Bet
35
The slide highlights a 351% growth in orders and 573% growth in revenue, alongside a turnaround in GPU from negative to positive.show_traction
Open slide detailBeat · TractionLoop · Quick Win Big Bet
36
summarize
Open slide detailBeat · TractionLoop · Quick Win Big Bet
38
The slide uses a grouped bar chart approach to compare financial projections across three metrics.compare_peers
39
Uses a funnel visualization to represent the narrowing of the peer group based on specific financial criteria.compare_peers
40
The slide uses a side-by-side bar chart comparison to validate Cazoo's business model against a proven peer (Carvana).compare_peers
41
The slide uses a custom visualization where each data point is a pair of values (a multiple and a growth-adjusted multiple) represented by a pill-shaped label acompare_peers
42
The slide uses a simple additive equation (UK + EU = Cazoo) to demonstrate market sizing.size_opportunity
43
The slide uses a combination of a list of country-specific dealership counts and a bar chart showing market share vs transaction volume.size_opportunity
44
Data includes both actuals (2020E) and forecasts (2021F-2024F).analyze_data
45
This slide outlines the competitive advantages of the Ajax I SPAC vehicle.establish_context
46
argue_timing
47
This is the first of three slides dedicated to risk disclosures.other