Oak Street Health | Investor Presentation Deck | 25 slides — playbook

Oak Street Health | Investor Presentation Deck | 25 slides

Oak St. Health · 2022-08

arc beats above · slides in the middle · loops below · scroll → 2 LOOPS

Deck intelligence map

4

coverage by narrative range · generated from this deck JSON

Narrative range 11 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Problem 1 slides 100% 1/1 slides 100% 1/1 slides · 10 hits

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100% 1/1 slides 100% 1/1 slides Solution 5 slides 100% 5/5 slides 100% 5/5 slides · 24 hits

— 0/5 slides

60% 3/5 slides 80% 4/5 slides 100% 5/5 slides · 6 hits 100% 5/5 slides Market Size 1 slides 100% 1/1 slides 100% 1/1 slides · 4 hits

— 0/1 slides

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100% 1/1 slides 100% 1/1 slides · 2 hits 100% 1/1 slides Traction 4 slides 100% 4/4 slides 100% 4/4 slides · 20 hits

— 0/4 slides

50% 2/4 slides 25% 1/4 slides 100% 4/4 slides 100% 4/4 slides

Slide inventory

25

every slide · same image gating as the playbook

01

front_matter

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02

other

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03

The slide uses a mix of qualitative mission statements and quantitative operational metrics.summarize

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04

The slide uses a three-column layout to categorize metrics and awards.summarize

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05

The slide uses a grid of metrics to illustrate patient demographics and service area characteristics.establish_context

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06

transition

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07

summarize

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08

The slide uses a 3-column layout to categorize problems, followed by a contextual callout box.frame_problem

Open slide detailBeat · ProblemLoop · Cost Of Inaction

09

Uses a stakeholder-win framework to demonstrate alignment of incentives.present_solution

Open slide detailBeat · SolutionLoop · Cost Of Inaction

10

Uses a concentric circle diagram to represent market segmentation.size_opportunity

Open slide detailBeat · SolutionLoop · Cost Of Inaction

11

The diagram is a waterfall chart illustrating the unit economics of the business model.present_solution

Open slide detailBeat · SolutionLoop · Cost Of Inaction

12

compare_peers

Open slide detailBeat · SolutionLoop · Cost Of Inaction

13

The slide uses a process-flow layout to describe the care delivery model.present_solution

Open slide detailBeat · SolutionLoop · Cost Of Inaction

14

Includes a MedTech Breakthrough award logo.present_solution

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15

The slide uses a three-column layout to show the progression from care investment to quality metrics to clinical outcomes.show_traction

Open slide detailBeat · TractionLoop · Quick Win Big Bet

16

The slide uses a hub-and-spoke diagram to represent the care team structure.present_framework

Open slide detailBeat · TractionLoop · Quick Win Big Bet

17

plan_implementation

Open slide detailBeat · TractionLoop · Quick Win Big Bet

18

The slide uses a map to show current coverage and a table to show historical growth metrics.show_traction

Open slide detailBeat · TractionLoop · Quick Win Big Bet

19

appendix

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20

The slide uses a logical flow of arithmetic operations (subtraction, multiplication, addition) to define the business model economics.analyze_data

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21

The chart uses a stacked bar approach to visualize the contribution of new centers (Year 0-2) vs mature centers (Year 3+).analyze_data

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22

The slide uses a sequence of bar charts to show growth over time, connected by arrows to imply a causal or sequential relationship between the metrics.show_traction

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23

Includes footnote regarding definition of Gross profit.analyze_data

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24

The slide provides a breakdown of non-GAAP financial metrics, specifically reconciling net loss to Adjusted EBITDA and calculating contribution margins.analyze_data

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25

Values in millions, except for patient counts.analyze_data

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