Ginkgo | SPAC Presentation Deck | 66 slides

Ginkgo Bioworks · 2021-05
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 5
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

66
every slide · same image gating as the playbook
01
Slide 1
Minimalist design with a seedling metaphor.front_matter
02
Includes standard safe harbor language for forward-looking statements.other
04
Includes detailed footnotes regarding transaction assumptions and share counts.analyze_data
05
The slide uses a high-contrast, minimalist design with industrial imagery to emphasize the technical nature of the mission.inspire_vision
06
The slide uses a historical narrative to establish credibility and long-term commitment.inspire_vision
Open slide detailBeat · Team
07
The slide features a visual metaphor of DNA as code and includes a pull-quote from a Bloomberg Businessweek interview.present_solution
Open slide detailBeat · Team
08
The slide uses a combination of a photo of a vaccination and a screenshot from a 60 Minutes news segment to establish credibility and relevance.establish_context
Open slide detailBeat · Problem
09
The slide uses a four-column layout to segment applications by industry: Pharma & Biotech, Industrials & Environment, Food & Agriculture, and Consumer & Technolpresent_solution
Open slide detailBeat · Problem
10
The slide uses a layered architecture metaphor to define the company's role as an interface between technology providers and product companies.present_solution
Open slide detailBeat · Solution
11
The slide uses a flywheel-style circular diagram to represent the 'Ginkgo Foundry' process, emphasizing continuous improvement and recursive learning.present_solution
Open slide detailBeat · Solution
12
Includes a timeline of development phases (Q1-Q4) and supporting data charts.illustrate_case
13
The slide is a full-bleed image of industrial machinery, likely representing the company's core technology or manufacturing capability.present_solution
14
The slide uses a grid layout to present eight distinct testimonials from different industry sectors.show_traction
15
The slide highlights the synergy between the founding team, the SPAC partners (Soaring Eagle), and the board of directors.other
16
The slide uses a numbered list format to articulate the company's strategic vision.summarize
17
The slide uses a numbered list format to present foundational company theses.inspire_vision
18
Uses authority-citation (The Economist, Walter Isaacson) to frame the market opportunity.argue_timing
19
The chart shows a 20% CAGR for the total market.size_opportunity
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
20
Uses an analogy to frame the scale of the opportunity.size_opportunity
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
21
The slide uses a numbered list format to present the company's core investment thesis.summarize
22
The chart uses a trend line to illustrate 'gaining traction' and highlights key milestones for each industry entry.show_traction
Open slide detailLoop · Quick Win Big Bet
23
The slide uses a grid layout to categorize customers by industry, accompanied by representative imagery and program codes.show_traction
Open slide detailLoop · Quick Win Big Bet
24
The slide uses a timeline-based progression to demonstrate increasing automation and capacity (BW1 to BW5).show_traction
Open slide detailLoop · Quick Win Big Bet
25
Logarithmic y-axes used to visualize exponential growth.show_traction
Open slide detailLoop · Quick Win Big Bet
26
The chart uses a log scale for the Y-axis. It includes a specific callout for a COVID-19 impact period.show_traction
27
The slide uses a Wired article screenshot as social proof/authority citation.present_solution
28
The slide uses a visual metaphor of a plant root system and microbial interaction to explain the technology.frame_problem
29
The slide uses a software development metaphor ('codebase', 'programs') to describe synthetic biology processes.present_solution
30
The slide uses a biological metaphor of 'codebase' to describe their platform technology.present_solution
31
Hand-drawn style diagram representing a business flywheel.present_framework
32
The slide uses a numbered list format to present four distinct pillars of the company's belief system.summarize
33
The slide uses a stacked bar chart to show program growth and a hub-and-spoke diagram to illustrate business development expansion.show_traction
34
The chart uses a waterfall-style accumulation to show total programs, with specific customer callouts at the top.show_traction
35
Includes a flywheel diagram overlay illustrating the business model mechanics.show_traction
36
Uses an analogy to AWS re:Invent, Dreamforce, Microsoft Build, and WWDC to frame the importance of their own conference.argue_timing
37
The slide uses a brain-like or neural network visual metaphor to represent the ecosystem.present_solution
38
The slide uses a numbered list format to present strategic pillars.inspire_vision
39
Illustrates the dual-revenue stream model of Ginkgo Bioworks.present_solution
40
The slide uses a dual-chart layout to explain the two components of the business model: Foundry (cost coverage) and Downstream Value (equity vs royalties).analyze_data
41
Includes a breakdown of GAAP adjustments and a calculation logic for NPV of new programs.analyze_data
42
Uses a sum-of-parts valuation approach with peer multiples and DCF-style discounting for downstream programs.analyze_data
43
The slide serves as a strategic overview of how capital is deployed to support the company's growth model.plan_implementation
44
Includes a map of lab network capacity and a list of articles from their 'GROW' magazine.establish_context
45
The slide uses a numbered list to articulate the company's core thesis.inspire_vision
46
The slide features a photograph of a wooden box with the text 'Designed by Ginkgo, Born in Boston' engraved on it, surrounded by lab equipment.appendix
47
The slide uses a three-panel bar chart layout to compare financial metrics, highlighting Ginkgo's valuation relative to industry peers.compare_peers
48
Includes GAAP adjustments and Biosecurity segment data.analyze_data
49
Includes footnotes regarding 2020A draft status and GAAP revenue composition.analyze_data
50
The slide uses a standard financial reconciliation format to bridge GAAP net loss to non-GAAP Adjusted EBITDA.analyze_data
51
Includes footnotes explaining specific accounting adjustments for Synlogic and Equity Investees.analyze_data
53
The slide uses a bar chart to visualize the progression of product titer over time, highlighting the achievement relative to a client's goal.illustrate_case
54
The chart shows a strong correlation between lab-scale optimization and commercial-scale output.show_traction
55
Case study 2 from Ginkgo Bioworks investor presentation.illustrate_case
56
The slide uses a network diagram to visualize enzyme clusters, highlighting both known and unknown (unannotated) enzyme groups.illustrate_case
57
Uses a combinatorial math example to illustrate the scale of the design space.illustrate_case
58
The chart illustrates a 25x improvement in performance.show_traction
59
The slide uses a 'Case Study' format to demonstrate real-world application of the company's technology.illustrate_case
60
Includes a timeline of development and performance metrics for protein expression.show_traction
61
The slide uses a 'Case Study' format to demonstrate technical capability and speed-to-market.illustrate_case
62
Includes a process diagram for DNA synthesis and fermentation, plus press clippings.illustrate_case
63
Uses a 'Situation-Approach' framework (a variation of Situation-Complication-Resolution).illustrate_case
64
The slide uses a process flow diagram to show the progression from enzyme sourcing to pathway performance optimization.illustrate_case
65
The chart shows a significant reduction in leucine levels with the optimized strain SYN5941 compared to the original SYN1980.illustrate_case
66
The chart is a box-and-whisker plot showing enzyme activity vs. enzymes tested, highlighting the client's prior best vs. the new IP.illustrate_case