Benson Hill | SPAC Presentation Deck | 71 slides

Benson Hill · 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 5
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Slide inventory

71
every slide · same image gating as the playbook
01
Slide 1
front_matter
06
front_matter
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The slide serves as a summary of a SPAC transaction between Benson Hill and Star Peak Corp. II.front_matter
08
The slide highlights the credibility of the investment opportunity through third-party validation.establish_context
09
The slide uses a three-pillar structure to categorize the problem: Human Health, Environmental Impact, and Consumer Sentiment.frame_problem
Open slide detailBeat · ProblemLoop · Cost Of Inaction
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The slide uses a split-color background (green and yellow) to visually separate the two components of the thesis.frame_situation
Open slide detailBeat · ProblemLoop · Cost Of Inaction
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transition
Open slide detailLoop · Cost Of Inaction
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transition
Open slide detailLoop · Cost Of Inaction
13
The slide uses a 'Picks and Shovels' metaphor to describe their business model as an infrastructure provider for the plant-based industry.summarize
Open slide detailLoop · Cost Of Inaction
14
The slide uses a structured table to map product categories to market segments and customer bases.present_solution
Open slide detailLoop · Cost Of Inaction
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summarize
Open slide detailLoop · Cost Of Inaction
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quantify_opportunity
Open slide detailLoop · Cost Of Inaction
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Uses a hub-and-spoke diagram to illustrate technological convergence.frame_problem
Open slide detailBeat · AgitateLoop · Cost Of Inaction
18
The slide uses a circular process diagram with red X marks to signify a broken value chain.diagnose_problem
Open slide detailBeat · AgitateLoop · Cost Of Inaction
19
The diagram functions as a value chain or ecosystem map.present_framework
20
Uses a visual flow from raw material (soybeans) to finished product (burger patty) to demonstrate value creation.present_solution
21
transition
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The slide uses a circular process diagram to represent the CropOS platform.present_framework
Open slide detailBeat · SolutionLoop · Paradox Resolver
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Uses a traffic light system (green/yellow/red) to represent qualitative risk/timeline/cost levels.compare_peers
Open slide detailBeat · SolutionLoop · Paradox Resolver
24
The slide uses a hub-and-spoke diagram to illustrate how a central data library feeds into various predictive and prescriptive AI/ML applications.present_solution
Open slide detailBeat · SolutionLoop · Paradox Resolver
25
The slide uses a circular 'Design' hub as a central visual anchor for the three applications.present_solution
Open slide detailBeat · SolutionLoop · Paradox Resolver
26
The slide uses a circular diagram to represent the 'Build' phase of a larger process, likely part of a flywheel or cycle framework.present_solution
Open slide detailLoop · Paradox Resolver
27
The slide uses a map to show geographic distribution and a process diagram to explain the data fusion capability of CropOS.quantify_opportunity
Open slide detailLoop · Paradox Resolver
28
The slide uses a split-screen layout: left side details IP counts, right side explains the competitive moat/time-to-market barrier.present_framework
Open slide detailLoop · Paradox Resolver
29
The slide uses a Venn diagram to represent the company's core competency model.present_framework
Open slide detailLoop · Paradox Resolver
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transition
Open slide detailLoop · Paradox Resolver
31
Uses a before-after framing to highlight a supply-demand imbalance.size_opportunity
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The slide uses a before-after comparison to show how UHP soybeans eliminate processing steps, reducing costs and environmental impact.illustrate_case
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Uses a before-after comparison framework to show the improvement of Benson Hill genetics over commodity standards.illustrate_case
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The diagram functions as a value chain or flywheel representation of the company's integrated business model.present_framework
35
summarize
36
The slide uses a vertical list of icons to represent a value chain.present_framework
37
The slide uses a horizontal arrow to represent a progression toward a 'Mature End State'.plan_implementation
38
The slide uses a matrix-like structure to map business evolution across three stages.plan_implementation
39
The slide uses a comparison table structure to delineate the two primary business units.present_framework
40
The slide features a circular graphic element, likely representing a cycle or holistic approach to ESG.transition
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summarize
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The framework uses a semi-circular path connecting six functional areas to a central core image.present_framework
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Uses a value-chain style layout to categorize sustainability benefits.present_framework
44
The slide uses a three-pillar structure for internal processes and a grid of UN SDG icons to demonstrate alignment.present_framework
45
transition
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analyze_data
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The chart uses a stacked bar format to show the composition of revenue across three segments: Fresh, Ingredients, and Partnerships/Royalties.analyze_data
48
The slide uses a waterfall chart to explain cost reduction and a stacked bar chart for segment growth.analyze_data
49
The slide compares 'Ingredients' (blue) and 'Partnerships/Royalties' (yellow) across four metrics.analyze_data
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Includes a memo section detailing acreage and specific revenue streams.analyze_data
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summarize
52
Uses a hub-and-spoke diagram to illustrate market segments.size_opportunity
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summarize
55
The slide uses a comparison table to validate the investment thesis by showing how Benson Hill aligns with the sustainability mission of the SPAC sponsor.compare_peers
56
The slide displays six distinct growth projections for UHP Soy and Pea products, culminating in a Total SAM chart.size_opportunity
57
Includes a Sources and Uses table, a Pro Forma Valuation table, and a Pro Forma Ownership table with a corresponding pie chart.show_valuation_bridge
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Uses a pyramid-style visual at the bottom to synthesize the value proposition.compare_peers
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The slide uses a color-coded categorization of peers (Food Tech, Ag Tech, Biotech, Ag/Specialty Ingredients) and visualizes growth trajectory using a slider scacompare_peers
60
The slide uses a dual-panel chart structure (Revenue Growth vs. Gross Margin) to compare Benson Hill's internal projections against industry peer medians.compare_peers
61
The slide uses a bar chart to show the compression of Benson Hill's multiples over time compared to static peer medians.compare_peers
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Uses a waterfall-style bridge to show premiums over current transaction value.show_valuation_bridge
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introduce_nominees
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Includes a logo grid of associated companies on the right side.introduce_nominees
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The slide uses a grid layout to present headshots and credentials of 9 board members, alongside a logo grid of partner institutions.introduce_nominees
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Values are in $000s.analyze_data
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Standard financial statement disclosure slide.analyze_data
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The slide displays asset categories including current assets, property and equipment, right of use assets, and goodwill.analyze_data
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Page 71 of the presentation.analyze_data