Adtheorent | SPAC Presentation Deck | 45 slides

Adtheorent · 2021-06
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

45
every slide · same image gating as the playbook
01
Slide 1
front_matter
04
front_matter
05
The slide highlights the credibility and financial backing of the sponsor (Monroe Capital) for the AdTheorent transaction.cite_precedent
06
Uses a concentric circle diagram to represent TAM/SAM/SOM.size_opportunity
07
The slide uses a numbered list format arranged along a curved line to emphasize the progression of investment points.summarize
08
Includes footnotes detailing market data, peer group composition, and transaction assumptions.analyze_data
09
transition
10
The slide uses a 5-column layout to summarize key business pillars.summarize
11
AdTheorent is positioned as the DSP in this ecosystem.establish_context
12
Uses a side-by-side comparison layout to highlight flaws in competitor methodologies.frame_problem
Open slide detailBeat · ProblemLoop · Cost Of Inaction
13
Includes visual examples of mobile and video ad creative.present_solution
Open slide detailBeat · SolutionLoop · Cost Of Inaction
14
The slide uses a hub-and-spoke diagram to illustrate how various data attributes feed into a predictive score.present_solution
Open slide detailBeat · SolutionLoop · Cost Of Inaction
15
The visual uses a grid of faces with a small highlighted section to represent the <0.1% bid rate.show_traction
Open slide detailBeat · Traction
16
The slide uses a visual contrast between what they don't use (PII) and their industry compliance certifications.present_solution
Open slide detailBeat · Traction
17
The slide uses a four-column layout to present value propositions.present_solution
Open slide detailBeat · Traction
18
The slide uses a combination of a logo grid categorized by industry and two bar charts to validate market traction.show_traction
Open slide detailBeat · Traction
19
Includes a bar chart showing revenue growth over time and a list of key performance highlights.illustrate_case
Open slide detailBeat · Traction
20
Uses a custom legend to represent capability levels (Core, Complementary, Limited, Not Offered) via circle fill percentages.compare_peers
Open slide detailBeat · Traction
21
The slide uses a mountain-chart style to visualize revenue growth over time, accompanied by a data table for employees and EBITDA.show_traction
Open slide detailBeat · Traction
22
The chart shows YOY Revenue ex-TAC growth, and the right side lists specific growth percentages for different business areas.show_traction
23
transition
24
Uses a house-shaped bar chart to represent growth stages, split into organic and in-organic categories.size_opportunity
Open slide detailLoop · Quick Win Big Bet
25
The slide uses a waterfall-style growth indicator for revenue and a stacked bar chart for market sizing.show_traction
Open slide detailLoop · Quick Win Big Bet
26
present_solution
Open slide detailLoop · Quick Win Big Bet
27
Includes two bar charts showing CAGR for specific clients and vertical spend, plus a logo grid.show_traction
28
The slide uses a two-column layout to contrast organic market growth (left) with inorganic growth via M&A (right).size_opportunity
29
transition
30
The slide uses a numbered list to correlate strategic highlights with specific financial metrics.summarize
Open slide detailBeat · Financials
31
The slide uses a 'Rule of 50+' framework to describe the balance of growth and profitability.show_traction
Open slide detailBeat · Financials
32
Includes footnotes regarding TAC (Traffic Acquisition Costs) and adjustments.analyze_data
Open slide detailBeat · Financials
33
transition
34
The slide details a SPAC transaction structure.analyze_data
35
The slide uses a series of bar charts to compare AdTheorent against a peer group (Viant, The Trade Desk, Magnite, PubMatic, Cardlytics, DoubleVerify, LiveRamp).compare_peers
36
The slide uses two bar charts to compare valuation metrics. The '42% discount' claim is highlighted as the primary takeaway.compare_peers
37
The slide uses a grouped bar chart for growth trends and a summary table for valuation and performance metrics.compare_peers
39
Includes historical actuals (A) and projections (P).analyze_data
40
The slide uses stacked bar charts to show year-over-year performance and growth percentages.show_traction
41
The slide serves as a credibility-building page for the investor (H.I.G. Growth).cite_precedent
42
Uses a before-after-bridge style narrative for the case study.illustrate_case
43
The slide emphasizes stability and experience through tenure metrics.other