Reservoir | Investor Presentation Deck | 35 slides

Reservoir · 2023-11
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

5
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 highlights the company's unique position as the first female-led, U.S.-based publicly traded independent music company.summarize
Open slide detailBeat · Solution
05
The slide uses a 3x2 grid layout to present six key investment pillars.summarize
Open slide detailBeat · Solution
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 business.decompose_segments
Open slide detailBeat · Traction
09
The slide uses a background watermark of a person's face. The data shows high fragmentation in music publishing revenue.analyze_data
Open slide detailBeat · Traction
10
Includes footnotes regarding data sources and exclusions.decompose_segments
Open slide detailBeat · Traction
11
The slide uses a numbered list format to present the top 10 songs, followed by a summary metric box.show_traction
Open slide detailBeat · Traction
12
Uses a 2x2 grid layout to present four distinct growth pillars.summarize
Open slide detailBeat · Traction
13
The slide uses a 3x2 grid layout to present distinct market tailwinds.establish_context
Open slide detailBeat · TractionLoop · Why Now
14
The slide uses pie charts to show segment distribution and a table for specific revenue figures 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 · Market SizeLoop · Why Now
16
The slide uses a split layout to show commercial success (synch licensing) and industry influence (board seats).show_traction
Open slide detailBeat · Traction
17
The slide uses a funnel-like structure for the deal flow on the left and key performance metrics on the right.show_traction
Open slide detailBeat · Traction
18
The slide highlights a weighted average entry multiple of 15.7x and a weighted average reduction of 3.2x.show_traction
Open slide detailBeat · Traction
19
Includes a list of notable songwriter signings and the major artists they have worked with.show_traction
Open slide detailBeat · Traction
20
The table shows historical performance data for specific deals, with a summary of key metrics (9.8x multiple, 20.2% IRR) on the right.show_traction
Open slide detailBeat · Traction
21
Uses a classic 'jaws' chart to illustrate operating leverage.analyze_data
22
transition
Open slide detailBeat · Financials
23
Includes a background image of a person, likely a musician.show_traction
Open slide detailBeat · Financials
24
The chart shows a 15% CAGR for revenue. The table highlights 10% growth at the mid-point for both revenue and adjusted EBITDA.show_traction
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
25
The slide includes a disclaimer regarding non-cash stock-based compensation.show_traction
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
26
The slide highlights financial health through FCF trends and debt/cash positioning.analyze_data
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
27
show_traction
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
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 illustrate the P&L structure for two distinct business segments.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
The table shows standard EBITDA adjustments followed by specific operating adjustments to arrive at Adjusted EBITDA.analyze_data
35
Slide 35 of the deck.other