Reservoir | Investor Presentation Deck | 35 slides

Reservoir · 2022-09
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

35
every slide · same image gating as the playbook
01
Slide 1
front_matter
04
summarize
05
The slide uses a background image of the rap group Migos, likely to emphasize the company's focus on contemporary music and artist relationships.summarize
06
The slide uses a flow diagram to illustrate how money moves from various entities to publishers and record labels.establish_context
Open slide detailBeat · Problem
07
The slide uses a multi-layered timeline approach to correlate strategic milestones with revenue growth.show_traction
08
The slide uses a combination of big numbers and pie charts to illustrate the composition of the music publishing business.decompose_segments
09
The slide uses a background watermark of a person's face. NPS stands for Net Publisher Share.analyze_data
10
Includes footnotes regarding data sources and pro-forma adjustments.analyze_data
11
LTM = Last Twelve Months. NLS = Net Label Share.analyze_data
12
The slide uses a 2x2 grid layout to present four distinct growth pillars.summarize
13
The slide uses a 2x3 grid layout to present six distinct market tailwinds.establish_context
Open slide detailLoop · Cost Of Inaction
14
The slide uses pie charts to show composition and a table-like structure to show absolute values and CAGR.size_opportunity
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
15
The slide uses a table-like structure to list initiatives and a bubble chart to compare growth rates.present_solution
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
16
The slide uses a split-layout to contrast commercial success (synch licensing) with industry influence (board seats and settlements).show_traction
Open slide detailLoop · Quick Win Big Bet
17
The slide uses a funnel-like structure for the deal flow and a set of KPI boxes for historical performance.show_traction
18
The table demonstrates the firm's ability to improve the financial performance of acquired companies, thereby reducing the effective valuation multiple over timshow_traction
19
Includes a list of notable signings and associated high-profile artists.show_traction
20
The slide highlights specific high-value investments in music talent, showcasing individual performance metrics and overall portfolio success.show_traction
21
Uses a visual diagram to show the divergence between revenue and expenses over time.present_solution
22
transition
23
The slide uses a combination of bulleted highlights and stacked bar charts to demonstrate year-over-year growth.show_traction
Open slide detailBeat · Financials
24
The chart shows a 31% CAGR for revenue over the 3-year period.show_traction
Open slide detailBeat · Financials
25
Includes a disclaimer regarding non-cash stock-based compensation.show_traction
Open slide detailBeat · Financials
26
show_traction
Open slide detailBeat · Financials
27
Includes assumptions regarding annual reinvestment strategy.analyze_data
Open slide detailBeat · Financials
29
The slide uses a background image of a person, likely a musician, to set the industry context.establish_context
30
The slide uses a background image of two people (likely musicians) and a blue overlay box for the financial metrics.establish_context
31
The slide highlights the cost structure differences between publishing and recorded music, leading to a concluding statement about operating leverage.present_framework
32
Includes a footnote regarding non-cash stock-based compensation.analyze_data
33
Note at bottom: Advances moved from Operating to Investing cash flows for illustrative purposes.analyze_data
34
The slide includes a background image of a person, likely a stylistic choice for the deck.analyze_data