Benson Hill | Investor Day Presentation Deck | 82 slides

Benson Hill · 2022-04
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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3
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Slide inventory

82
every slide · same image gating as the playbook
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Slide 1
front_matter
Open slide detailBeat · Attention
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front_matter
Open slide detailBeat · Attention
03
The 'picks and shovels' metaphor is a common business idiom for providing the essential tools/infrastructure for a booming industry.front_matter
Open slide detailBeat · Attention
04
front_matter
Open slide detailBeat · Attention
05
The slide features headshots of five individuals arranged horizontally, each with their name and job title below.introduce_nominees
Open slide detailBeat · Attention
06
Uses a simple additive equation format to synthesize strategic pillars.summarize
07
The slide contains no text other than the title in the bottom left corner.filler
08
front_matter
09
The slide uses a stylized circular graphic as a central visual element.front_matter
10
The slide uses a background image of a shared meal and a circular graphic containing a sunrise and crops to symbolize global food themes.establish_context
11
The diagram uses a hub-and-spoke or circular process flow to show the interconnectedness of the food value chain.present_framework
12
transition
Open slide detailBeat · Need
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transition
Open slide detailBeat · Need
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front_matter
Open slide detailBeat · Need
15
transition
Open slide detailBeat · Need
16
The slide uses a timeline arrow at the bottom to indicate progression from near-term to long-term market focus.plan_implementation
17
The slide uses a grid layout of food photography surrounding a central brand logo.front_matter
18
The slide uses a Venn diagram to show the convergence of three core disciplines.present_framework
19
The slide uses a color-coded legend (orange for current, green for 2-4 years) to indicate the timeline for different product generations.plan_implementation
20
The slide uses a 2x2 grid layout to represent a value chain or business ecosystem.present_framework
21
The slide serves as a product showcase demonstrating the versatility of Benson Hill's ingredients in different food categories.other
22
The slide uses a split-screen image to introduce two core product categories.transition
23
The slide uses a dual-timeline visual structure to represent both the strategic steps and the product-specific progression (Yellow Pea to Soybean).plan_implementation
24
The slide uses a hub-and-spoke diagram to connect strategic pillars (Growth, Margin Expansion, Cash, Technology Stack, Execution) to specific financial targets.summarize
25
The slide features the company logo on a blue grid background.front_matter
26
front_matter
Open slide detailLoop · Golden Circle
27
The slide uses a circular process flow to represent a 3-step strategy.present_solution
Open slide detailLoop · Golden Circle
28
Uses a before-after framing to contrast linear supply chain objectives with a circular, data-driven feedback loop.frame_problem
Open slide detailLoop · Golden Circle
29
The slide uses a horizontal process flow with a central 'Value Inflection' vertical marker.plan_implementation
Open slide detailLoop · Golden Circle
30
The central diagram is a circular process flow (Design, Build, Test) surrounding the CropOS platform.present_solution
Open slide detailLoop · Golden Circle
31
The slide uses a Venn diagram to represent data integration and a 3D scatter plot to represent the 'dimensional space' of outcomes.present_framework
Open slide detailLoop · Golden Circle
32
The slide uses a split-screen layout to contrast two distinct methodologies under the CropOS umbrella.present_solution
33
The slide uses a circular 'Design/Build' framework to illustrate the synergy between the software (CropOS) and the physical facility (Crop Accelerator).present_solution
34
The scatter plot shows flavor profiles mapped against a coordinate system, with a hand-drawn circle highlighting a specific quadrant of interest.present_solution
35
The slide uses a split-screen layout to contrast grower needs (left) with company solutions (right).present_solution
36
The slide uses a numbered list format combined with a comparison table to illustrate competitive moats.compare_peers
37
transition
38
The slide uses a topographic map background, suggesting a 'landscape' theme.transition
39
The slide uses a combination of a process flow (steps) and a flywheel/cycle diagram to represent the business model.present_framework
40
Uses a metaphor of a 'perfect storm' to describe market conditions.frame_problem
Open slide detailLoop · Cost Of Inaction
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The slide uses a process flow diagram to connect technology, partnerships, and market output.present_framework
Open slide detailLoop · Cost Of Inaction
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The map uses a stylized grid of US states with a central hub in St. Louis, Missouri.establish_context
Open slide detailLoop · Cost Of Inaction
43
Uses a process flow diagram to contrast a standard commodity bean process with the Benson Hill proprietary process.present_solution
Open slide detailLoop · Cost Of Inaction
44
The slide uses a process-flow diagram to categorize business initiatives into three strategic pillars.present_solution
Open slide detailLoop · Cost Of Inaction
45
The slide uses a 2x2 matrix framework to categorize market opportunities.present_framework
Open slide detailLoop · Cost Of Inaction
46
The slide uses a collage of food-related imagery to illustrate the 'customer engagement' theme, likely in the context of a food or ingredients business.summarize
47
The slide uses a timeline framework to highlight the tenure of 10 key executives.introduce_nominees
48
The slide uses a topographic map background and a circular crop field image to emphasize agricultural focus.front_matter
49
front_matter
50
The slide uses a pie chart to illustrate the split between Scope 1+2 and Scope 3 emissions in the food industry.frame_problem
51
The central diagram represents a circular business model ecosystem.present_framework
52
The framework uses a circular layout with icons representing Governance, Footprint, People, Farm, Processors, and Products.present_framework
53
Uses a value-chain style flow with icons and bulleted lists for each stage.present_framework
54
establish_context
55
transition
56
The slide uses a hub-and-spoke diagram to show strategic alignment.present_framework
57
summarize
Open slide detailBeat · Satisfaction
58
The slide uses a split-layout with a data table on the left and qualitative commentary on the right.analyze_data
Open slide detailBeat · Satisfaction
59
The diagram shows a central hub connected to five strategic pillars: Growth, Margin Expansion, Cash, Technology Stack, and Execution.summarize
Open slide detailBeat · Satisfaction
60
The chart uses a stacked bar format to distinguish between Partnership/Licensing and Proprietary revenue streams.quantify_opportunity
Open slide detailBeat · Satisfaction
61
The diagram shows a hub-and-spoke model connecting five strategic pillars (Growth, Margin Expansion, Cash, Technology Stack, Execution) to a central core.summarize
Open slide detailBeat · Satisfaction
62
The chart illustrates a shift from non-proprietary to proprietary closed-loop and licensing revenue streams, correlating with higher contribution margins.analyze_data
Open slide detailBeat · Satisfaction
63
The chart uses a waterfall-bridge structure to show margin expansion drivers.show_valuation_bridge
Open slide detailBeat · Satisfaction
64
The slide uses a process flow diagram to show the transformation from raw inputs to a higher-value product portfolio.present_solution
Open slide detailBeat · Satisfaction
65
The waterfall chart shows how capital investments and improvements reduce the 2022 cost base to a lower 2025 target.present_solution
Open slide detailBeat · Satisfaction
66
The slide uses a circular, concentric layout to represent the pipeline stages.plan_implementation
Open slide detailBeat · Satisfaction
67
The slide uses a grid background and circular imagery to emphasize the focus on product ingredients.present_solution
Open slide detailBeat · Satisfaction
68
The diagram shows a central hub connected to five strategic pillars.summarize
Open slide detailBeat · Satisfaction
69
The slide uses a process flow to illustrate capital allocation strategy.plan_implementation
Open slide detailBeat · Satisfaction
70
The slide uses a hub-and-spoke diagram to connect strategic pillars (Growth, Margin Expansion, Cash, Technology Stack, Execution) to specific 2025 financial tarsummarize
Open slide detailBeat · Satisfaction
71
front_matter
72
The slide uses a combination of a bubble chart for markets, a process/matrix diagram for product generations, and a waterfall-style chart for value creation.present_solution
73
Uses a custom mapping framework to link operational inputs to value outcomes.present_framework
74
The slide uses a color-coded row system to categorize different product lines.plan_implementation
75
Includes specific R&D targets and sustainability metrics.size_opportunity
76
Includes a timeline-style product innovation path and market growth projections.size_opportunity
77
Includes a bar chart showing reduction of off-flavor compounds via gene editing and a timeline for product generations.size_opportunity
78
Includes a product innovation path timeline and market growth metrics.present_solution
79
The slide uses a combination of market sizing, product value proposition, and a timeline-based innovation roadmap.quantify_opportunity
80
closing_ask
82
The slide presents two side-by-side reconciliation tables for financial metrics.analyze_data