Skillsoft | Investor Presentation Deck | 47 slides

Skillsoft · 2021-03
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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4
coverage by narrative range · generated from this deck JSON

Slide inventory

47
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
transition
04
The slide uses a grid layout to present qualitative 'Who We Are' points and a table for quantitative 'Churchill Companies' data.establish_context
05
Slide 5 of a pitch deck, likely related to a SPAC or M&A transaction.summarize
06
The slide uses a structured layout to present company facts, investment pillars, and logo-based social proof.establish_context
07
Uses a before-after-bridge style structure to show progress.summarize
08
The slide uses a simple table structure to represent a chronological sequence of events.plan_implementation
09
transition
10
summarize
11
The slide uses a three-column layout to present market size, growth projections, and qualitative drivers.size_opportunity
Open slide detailBeat · Problem
12
The chart uses a marimekko (mosaic) plot to visualize market penetration across different segments.size_opportunity
Open slide detailBeat · Problem
13
The slide uses a visual threshold line to separate Skillsoft from other competitors.compare_peers
14
Uses a classic 'Where to Play, How to Win' strategic framework.present_framework
Open slide detailBeat · Solution
15
The slide uses a matrix structure to compare three distinct business units.present_framework
Open slide detailBeat · Solution
16
Uses a Venn diagram to represent the intersection of content categories.present_solution
Open slide detailBeat · Solution
17
The slide uses a bar chart for retention and a stacked area chart for ARR distribution to illustrate the cross-sell strategy.analyze_data
Open slide detailBeat · Solution
18
The slide uses a four-column layout to structure the value proposition of their content library.present_solution
Open slide detailBeat · Solution
19
The slide uses a series of mobile screenshots to illustrate the user journey from goal setting to achievement.present_solution
Open slide detailBeat · Solution
20
The slide uses a grid of logos to establish social proof and authority, supported by five key metrics on the right.show_traction
Open slide detailBeat · Solution
21
The slide uses a hub-and-spoke style diagram to connect the central acquirer (Skillsoft) to strategic pillars and acquisition criteria.plan_implementation
22
The slide uses a stepped diagram to represent a progression or accumulation of strategic value.argue_timing
Open slide detailLoop · Why Now
23
Uses a structured framework to summarize the business strategy.summarize
Open slide detailLoop · Why Now
24
transition
25
The slide uses a numbered list format to present key investment highlights.summarize
Open slide detailBeat · Financials
26
The slide uses a stacked bar chart to illustrate the shift from legacy Skillport to Percipio, highlighting the impact on Dollar Retention Rate (DRR).show_traction
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
27
The chart illustrates the impact of COVID-19 on revenue streams and the subsequent stabilization of order intake.show_traction
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
28
The table compares original guidance against revised estimates for ARR, Order Intake, Adjusted Gross Revenue, and Adjusted EBITDA.show_traction
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
29
The slide uses a bar chart format to show historical and projected financial performance.show_traction
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
30
The slide uses stacked bar charts to illustrate the shift toward subscription revenue.show_traction
Open slide detailBeat · Financials
31
The slide uses a waterfall bridge to explain the cash flow conversion mechanics.analyze_data
Open slide detailBeat · Financials
32
The slide highlights the financial position post-transaction, specifically referencing the $400M investment by Prosus.analyze_data
Open slide detailBeat · Financials
33
state_next_steps
36
The slide compares Skillsoft's financial trajectory with three public peers (Cornerstone, LTG, Pluralsight) using various valuation metrics.compare_peers
37
The slide provides financial guidance for the fiscal year 2021, highlighting seasonality and business-specific drivers.analyze_data
38
Includes footnotes detailing fiscal year adjustments and COVID-19 impacts.analyze_data
39
Includes footnotes regarding CY2020E preliminary estimates and reconciliation.analyze_data
40
Includes footnotes regarding fiscal year definitions and preliminary estimates for CY2020E.analyze_data
41
Includes detailed footnotes regarding share vesting, debt restructuring, and transaction assumptions.analyze_data
42
Includes detailed footnotes regarding Treasury Stock Method (TSM) and specific transaction terms.analyze_data
43
Contains detailed footnotes explaining the adjustments for fresh-start reporting, purchase accounting, and inter-company eliminations.analyze_data
44
Includes specific adjustments for fresh-start accounting, purchase accounting, and one-time transaction costs.analyze_data
45
Includes specific callouts regarding debt reduction and the exclusion of cost-saving initiatives in historical financials.analyze_data
46
present_solution