Codere | SPAC Presentation Deck | 38 slides

Codere · 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

38
every slide · same image gating as the playbook
01
Slide 1
Includes logos for Codere and DD3 Acquisition Corp. II.front_matter
04
front_matter
05
Includes a photo of a soccer player (Marcelo) as a brand ambassador/visual element.inspire_vision
06
Includes a performance chart comparing Betterware to S&P500 and a table of top SPAC returns.cite_precedent
07
Includes a Sources and Uses table, a Pro Forma Valuation table, and a donut chart for ownership.analyze_data
08
plan_implementation
09
The slide uses a dual-chart layout to compare raw valuation multiples versus growth-adjusted multiples, segmenting peers into US High Growth and EU Mature categcompare_peers
10
The slide uses a grid layout to present key company metrics and milestones.summarize
11
The slide uses a legend to distinguish between core markets, expansion markets, and market share types.size_opportunity
12
Includes logos of previous companies and disclaimers for specific roles.other
13
Features branding for C and DD3 Acquisition Corp. II, with a sports-themed background image.transition
14
Includes a photo of Eden Hazard in a Real Madrid kit, likely representing a sponsorship or brand ambassador relationship.summarize
15
Uses arrows to indicate revenue expansion multiples (2x, 10x, 10x).size_opportunity
Open slide detailBeat · ProblemLoop · Why Now
16
The slide uses a dual-bar chart approach to compare core vs expansion markets, with a summary box at the bottom aggregating the opportunity by region.size_opportunity
Open slide detailBeat · ProblemLoop · Why Now
17
The slide highlights that LatAm markets have significantly fewer competitors compared to mature markets like the UK or New Jersey.compare_peers
Open slide detailBeat · CompetitionLoop · Why Now
18
The slide uses a grouped bar chart to show growth trends in LatAm compared to mature benchmark markets.size_opportunity
Open slide detailBeat · CompetitionLoop · Why Now
19
present_solution
Open slide detailLoop · Why Now
20
The slide uses two bar charts to demonstrate the efficacy of the omnichannel strategy in Mexico as a pilot for the broader LatAm region.plan_implementation
Open slide detailLoop · Why Now
21
The slide uses a layered architecture diagram to show internal capabilities and external integrations.present_solution
Open slide detailBeat · SolutionLoop · Why Now
22
Includes a footnote defining 'prop' bets.present_solution
Open slide detailBeat · SolutionLoop · Why Now
23
The slide highlights key metrics (900+ games, 20+ providers) and showcases the mobile UI for the bonusing engine, game library, and sportsbook.present_solution
Open slide detailLoop · Why Now
24
The slide uses a funnel-like visual to show how various marketing inputs lead to the central Codere database.plan_implementation
Open slide detailLoop · Why Now
25
The table provides a breakdown of the US Hispanic market opportunity by state, highlighting the company's readiness to leverage its LatAm experience.size_opportunity
Open slide detailLoop · Why Now
26
The slide is purely thematic/introductory and contains no actual financial data.analyze_data
Open slide detailLoop · Why Now
27
The slide uses a waterfall-style bar chart for revenue projections and donut charts to show geographic revenue distribution shifts.size_opportunity
Open slide detailLoop · Why Now
28
Includes footnotes defining FTDs, active players, and omnichannel scope.show_traction
Open slide detailLoop · Quick Win Big Bet
29
Includes a line chart for payback periods and a bar chart for LTV/CPA and EBITDA margin expansion.show_traction
Open slide detailLoop · Quick Win Big Bet
30
Includes specific payback months (M9, M19) and LTV/CPA ratios (2.5x, 4x).show_traction
Open slide detailLoop · Quick Win Big Bet
31
The chart shows a progression from 100% revenue to ~25% EBITDA margin.analyze_data
32
The slide uses a chevron-based list layout to present three core pillars of the investment thesis.summarize
33
The image features Real Madrid players, including Karim Benzema and Marcelo.appendix
34
Values are in millions of USD. Includes footnotes regarding accounting adjustments and currency conversion.analyze_data
35
The slide uses a methodology of applying discounts to benchmark medians to estimate market size in core and expansion regions.size_opportunity
36
Includes specific footnotes regarding methodology for growth-adjusted multiples and pro forma assumptions.compare_peers