Reservoir | Investor Presentation Deck | 35 slides

Reservoir · 2023-08
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 background image of a musician to reinforce the industry context.summarize
Open slide detailBeat · Solution
06
The slide uses a value-chain style flow to show how money moves from various entities to publishers and record labels.establish_context
Open slide detailBeat · Problem
07
The slide uses a multi-row timeline structure to categorize growth drivers (Roster, Catalog, Offices) against a background revenue trend line.show_traction
08
The slide uses a combination of big numbers for key performance indicators and pie charts for portfolio diversification.decompose_segments
09
The slide uses a watermark of a face in the background. The data highlights that 1,114 songs account for 80% of LTM NPS.show_traction
10
Includes footnotes regarding data sources and exclusions.analyze_data
11
The slide uses a numbered list format to display top-performing assets, concluding with a summary metric about concentration of ownership.show_traction
12
Uses a 2x2 matrix layout to present four distinct growth pillars.summarize
13
The slide uses a 2x3 grid layout to present distinct market drivers.argue_timing
Open slide detailLoop · Why Now
14
The slide uses pie charts to show segment composition and a table to show absolute revenue and CAGR.size_opportunity
Open slide detailBeat · Market SizeLoop · Why Now
15
present_solution
16
The slide uses a split-layout to contrast commercial success (synch licensing) with industry influence (board seats).show_traction
17
The slide uses a funnel visualization for deal flow and a set of metric cards for performance outcomes.show_traction
Open slide detailLoop · Quick Win Big Bet
18
The slide uses a background image of a person, likely a founder or key executive, as a stylistic element.show_traction
Open slide detailLoop · Quick Win Big Bet
19
The slide highlights the business model of advancing funds to songwriters for exclusive contracts.show_traction
Open slide detailLoop · Quick Win Big Bet
20
The table lists historical investment data including advances, recoupment rates, and returns.show_traction
21
The slide uses a visual representation of operating leverage where revenue grows while expenses remain relatively flat.analyze_data
22
transition
Open slide detailBeat · Financials
23
The slide uses a background image of a person (likely a musician) with low opacity.show_traction
Open slide detailBeat · Financials
24
The slide uses a stacked bar chart to show revenue composition between Publishing and Recorded Music & Other, alongside a table for FY2024 guidance.show_traction
Open slide detailBeat · Financials
25
The slide uses a background image of a person wearing a mask, likely a stylistic choice for the deck.analyze_data
Open slide detailBeat · Financials
26
analyze_data
Open slide detailBeat · Financials
27
The slide uses a bar chart to demonstrate growth projections and operating leverage.show_traction
Open slide detailBeat · Financials
29
The slide provides a foundational definition of music publishing business mechanics.establish_context
30
The slide provides a foundational understanding of how record labels operate and how they calculate profitability.establish_context
31
The slide highlights the cost structure differences between publishing and recorded music, leading to a shared EBITDA calculation.present_framework
32
Includes a disclaimer regarding non-cash stock-based compensation.analyze_data
33
The table includes a footnote regarding the reclassification of 'Advances' from Operating to Investing cash flows.analyze_data
34
The slide shows a standard financial reconciliation table with adjustments for D&A, taxes, interest, and various non-recurring or non-cash items.analyze_data
35
The background image features a vintage photo of a musical group, likely used for thematic branding.other