Cano Health | Investor Presentation Deck | 45 slides

Cano Health · 2021-07
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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Slide inventory

45
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
The slide uses a split-layout with a descriptive left panel and a quantitative right panel.summarize
04
show_traction
05
The chart highlights the company's ability to grow both organically and through acquisitions.show_traction
06
The table compares guidance from 6/14/21 (including acquisitions) to 7/6/21 (excluding acquisitions).analyze_data
07
The table compares guidance from March 2021 vs July 2021.analyze_data
08
The slide uses a map to visualize geographic presence and a table to quantify historical and projected growth.show_traction
Open slide detailBeat · Market Size
09
The slide uses a diamond-shaped logo/diagram as a central visual anchor for both the care platform and the growth model.present_solution
Open slide detailBeat · Problem
10
The slide uses a 4x2 grid layout to map strategic goals to performance metrics.inspire_vision
Open slide detailBeat · ProblemLoop · Cost Of Inaction
11
The slide uses a 'before-after' style comparison between national benchmarks and Cano Health performance.show_traction
Open slide detailBeat · SolutionLoop · Cost Of Inaction
12
The chart shows a clear downward trend in expense ratios from 73% for new members (<6 months) to 40% for long-term members (>36 months).show_traction
Open slide detailBeat · SolutionLoop · Cost Of Inaction
13
transition
Open slide detailBeat · Solution
14
The slide uses a pillar-based layout to represent strategic initiatives.plan_implementation
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
15
The slide highlights the synergy between the two models, where the affiliate model feeds into the medical center model's growth.present_solution
Open slide detailLoop · Quick Win Big Bet
16
The slide uses a combination of callout boxes for key pillars and a bulleted list for process details and performance metrics.plan_implementation
Open slide detailLoop · Quick Win Big Bet
17
show_traction
Open slide detailLoop · Quick Win Big Bet
18
The slide uses a two-column layout: left for company overview and financials, right for key operational metrics.summarize
19
The slide uses a split-layout with company context on the left and a metrics dashboard on the right.summarize
20
Data reflects pro forma figures for acquisitions as of 3/31/2021.analyze_data
21
transition
Open slide detailBeat · Financials
22
The charts use a stacked bar format to distinguish between base Cano Health performance and PF Acquisitions.show_traction
Open slide detailBeat · Financials
23
Includes a footnote regarding a subsequent event on July 2, 2021.analyze_data
Open slide detailBeat · Financials
24
Includes detailed footnotes explaining the adjustments (A-F).analyze_data
Open slide detailBeat · Financials
25
Includes a legend mapping specific adjustments (A-F) to their descriptions.analyze_data
Open slide detailBeat · Financials
26
The slide contains three distinct sub-tables stacked vertically.analyze_data
Open slide detailBeat · Financials
27
analyze_data
Open slide detailBeat · Financials
28
Includes a footnote referencing slide 24 for EBITDA reconciliation.analyze_data
Open slide detailBeat · Financials
29
The slide provides a detailed breakdown of Medical Claims Expense Ratio, Direct Patient Expense, SG&A, and Adjusted EBITDA.analyze_data
Open slide detailBeat · Financials
31
The chart is a classic waterfall diagram illustrating the financial flow of a capitated contract.present_solution
32
The chart uses a standard waterfall structure to decompose revenue into costs and profit.analyze_data
33
The slide uses a list of four key value propositions alongside a stack of dashboard screenshots.present_solution
34
present_solution
35
compare_peers
36
compare_peers
37
The chart compares medical claims expense ratios for members with <24 months vs >24 months tenure, showing a consistent improvement (lower ratio) for longer-tenshow_traction
38
The chart demonstrates that while expense ratios increase with the number of chronic conditions, they remain within a specific range for the company's model.analyze_data
39
Data represents 2019 South Florida at-risk Medicare membership.analyze_data
40
The chart highlights the shift to telehealth during the peak of the pandemic while maintaining total visit volume.show_traction
41
The data compares Cano Health patients to the general population in Florida counties where Cano operates, specifically for patients aged 65+.show_traction
42
show_traction
43
Includes a timeline of market entry and expansion activities.show_traction
44
The slide demonstrates the financial trajectory of a de novo center, showing initial losses transitioning to profitability by Year 2.analyze_data
45
front_matter