Reservoir | Investor Presentation Deck | 35 slides

Reservoir · 2022-12
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
The slide serves as a company profile/fact sheet.summarize
Open slide detailBeat · Solution
05
The slide uses a 3x2 grid layout to present six distinct investment pillars.summarize
Open slide detailBeat · Solution
06
The slide uses a flow diagram to illustrate how money moves from platforms/third parties to publishers and record labels, and ultimately to songwriters and artiestablish_context
Open slide detailBeat · Problem
07
The slide uses a line chart overlay on a timeline grid to correlate business milestones with revenue milestones.show_traction
Open slide detailBeat · Traction
08
The slide uses a combination of key metrics and pie charts to illustrate the composition of the music publishing business.decompose_segments
Open slide detailBeat · Traction
09
The slide uses a background image of a person (likely a music executive or artist) and lists 10 songs with their respective NPS percentages and release years, panalyze_data
Open slide detailBeat · Traction
10
Includes footnotes regarding data sources and dates.analyze_data
Open slide detailBeat · Traction
11
The slide uses a numbered list format to display top-performing assets, followed by a summary metric box.show_traction
Open slide detailBeat · Traction
12
Uses a 2x2 grid layout to present four distinct strategic pillars.summarize
Open slide detailBeat · Traction
13
The slide uses a 2x3 grid layout to present distinct market tailwinds.argue_timing
Open slide detailBeat · TractionLoop · Why Now
14
The slide uses pie charts to show segment composition and a table to show absolute dollar values and CAGR.size_opportunity
Open slide detailBeat · Market SizeLoop · Why Now
15
The slide uses a table to list initiatives and a bubble chart to compare growth rates.present_solution
Open slide detailBeat · Traction
16
The slide uses a split layout to show commercial success (licensing) and industry influence (board seats).show_traction
Open slide detailBeat · Traction
17
The slide uses a funnel-like structure for the deal flow metrics on the left.show_traction
Open slide detailBeat · TractionLoop · Quick Win Big Bet
18
The table shows purchase price, earnings (NPS/NLS), and multiples at close vs FY2022.show_traction
Open slide detailBeat · TractionLoop · Quick Win Big Bet
19
The slide highlights the success of the company's strategy of advancing funds to songwriters in exchange for long-term ownership.show_traction
Open slide detailBeat · TractionLoop · Quick Win Big Bet
20
The slide title '3 New Roster Signings' seems to be a typo or mislabeled, as the table lists 11 distinct signings.show_traction
Open slide detailBeat · Traction
21
The slide uses a visual metaphor of a wedge to show the widening gap between revenue and expenses over time.present_solution
Open slide detailBeat · Traction
22
transition
Open slide detailBeat · Traction
23
show_traction
Open slide detailBeat · Traction
24
Includes a CAGR of 31% for revenue and lists four core drivers for performance.show_traction
Open slide detailBeat · Traction
25
The slide includes a disclaimer regarding non-cash stock-based compensation.show_traction
Open slide detailBeat · Traction
26
The slide highlights financial health through FCF growth and debt/cash positioning.analyze_data
Open slide detailBeat · Traction
27
Includes assumptions regarding reinvestment strategy.show_traction
Open slide detailBeat · Traction
29
The slide uses a background image of a person, likely a musician, to set the theme.establish_context
30
The slide uses a background image of Tony Bennett and Lady Gaga, likely to illustrate the industry context.establish_context
31
The slide highlights the cost structure differences between publishing and recorded music, emphasizing operating leverage.present_framework
32
Includes a footnote regarding non-cash stock-based compensation.analyze_data
33
Note at bottom indicates reclassification of advances from operating to investing cash flows.analyze_data
34
Includes adjustments for depreciation, taxes, interest, and various non-recurring or non-cash operating items.analyze_data