Reservoir | Investor Presentation Deck | 35 slides

Reservoir · 2023-05
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 corporate profile/fact sheet.summarize
05
summarize
06
The slide uses a value-chain style flow to show how money moves between entities like PROs, publishers, labels, and platforms.establish_context
Open slide detailBeat · Problem
07
The slide uses a hybrid timeline/area chart format to visualize revenue growth alongside qualitative milestones.show_traction
Open slide detailBeat · Problem
08
The slide uses a combination of big numbers and pie charts to illustrate the composition of the music publishing portfolio.decompose_segments
Open slide detailBeat · Solution
09
The slide uses a background watermark of a person's face. NPS stands for Net Publisher Share.analyze_data
Open slide detailBeat · Solution
10
Includes footnotes regarding data sources and exclusions.analyze_data
Open slide detailBeat · Solution
11
The slide uses a numbered list format to display top-performing assets, followed by a summary metric box.show_traction
Open slide detailBeat · Solution
12
Uses a 2x2 grid layout to present four distinct strategic pillars.summarize
Open slide detailBeat · Solution
13
The slide uses a 2x3 grid layout to present market tailwinds.argue_timing
Open slide detailBeat · SolutionLoop · Why Now
14
The slide uses pie charts to show revenue mix shifts and a table to show CAGR and absolute revenue growth.size_opportunity
Open slide detailBeat · SolutionLoop · Why Now
15
The slide uses a table-like structure for initiatives and a bubble chart for growth comparison.present_solution
Open slide detailBeat · Solution
16
The slide uses a split layout: left side for commercial traction (licensing deals) and right side for institutional influence (board seats and settlement revenushow_traction
Open slide detailBeat · Solution
17
Uses a funnel-like structure for deal conversion rates and big-number metrics for performance.show_traction
Open slide detailLoop · Quick Win Big Bet
18
The slide highlights a weighted average entry multiple of 15.7x and a weighted average reduction of 3.2x.show_traction
Open slide detailLoop · Quick Win Big Bet
19
The slide highlights the financial performance and caliber of talent in the company's portfolio.show_traction
Open slide detailLoop · Quick Win Big Bet
20
The table lists historical investment data including advances, recoupment rates, and returns.show_traction
Open slide detailLoop · Quick Win Big Bet
21
The slide uses a visual area chart to demonstrate the widening gap between revenue and expenses over time.present_solution
22
transition
Open slide detailBeat · Financials
23
The slide uses a combination of bulleted lists for qualitative highlights and stacked bar charts for quantitative financial performance.show_traction
Open slide detailBeat · Financials
24
The chart shows a stacked bar breakdown of revenue between 'Publishing' and 'Recorded Music & Other'.show_traction
Open slide detailBeat · Financials
25
The slide includes a disclaimer regarding non-cash stock-based compensation.show_traction
Open slide detailBeat · Financials
26
analyze_data
Open slide detailBeat · Financials
27
Includes assumptions regarding reinvestments, acquisition mix, and debt usage.analyze_data
Open slide detailBeat · Financials
29
The slide uses a background image of a person, likely a musician, to provide thematic context.establish_context
30
The slide uses a background image of Tony Bennett and Lady Gaga, likely referencing their collaborative jazz albums.establish_context
31
The slide uses a table to define the P&L structure for two distinct business segments.present_framework
32
Includes a disclaimer about non-cash stock-based compensation.analyze_data
33
Note at bottom indicates reclassification of advances for illustrative purposes.analyze_data
34
The table shows standard EBITDA adjustments followed by specific operating adjustments to arrive at Adjusted EBITDA.analyze_data