ChargePoint | SPAC Presentation Deck | 49 slides

ChargePoint · 2020-09
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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4
coverage by narrative range · generated from this deck JSON

Slide inventory

49
every slide · same image gating as the playbook
01
Slide 1
front_matter
04
Includes details on PIPE size, cash in trust, and enterprise value.summarize
05
The slide uses a high-quality photograph to establish the scale and professional nature of the charging network.present_solution
Open slide detailBeat · Problem
06
The slide uses a collage of various vehicle types (trucks, taxis, buses, passenger cars) to illustrate the breadth of the electrification mission.inspire_vision
Open slide detailBeat · Problem
07
The slide uses a semi-transparent white overlay on a photo to present four key pillars of the business.summarize
Open slide detailBeat · Solution
08
The slide uses a four-column layout to present key value propositions.summarize
Open slide detailBeat · Solution
09
The slide uses a formulaic approach to define revenue potential and recurring revenue.present_solution
Open slide detailBeat · Business Model
10
Uses a hub-and-spoke diagram combined with a Venn diagram to illustrate ecosystem positioning.establish_context
Open slide detailBeat · Business ModelLoop · Why Now
11
The chart uses a combination of bar (ChargePoint ports) and line (EV sales) data to illustrate market correlation.show_traction
Open slide detailBeat · Business ModelLoop · Why Now
12
The slide uses a timeline framework to illustrate business evolution and market expansion.show_traction
Open slide detailBeat · Business Model
13
The slide uses a background image of a ChargePoint station at a workplace. The top right navigation indicates this is part of a 'Model' section.present_solution
Open slide detailBeat · Business Model
14
The slide categorizes offerings into three segments: Commercial, Fleet, and Residential, detailing the mix of CapEx and OpEx purchasing models.present_solution
Open slide detailBeat · Business Model
15
Includes a 62% metric for Fortune 500 adoption.present_solution
16
The slide uses a map to illustrate global presence and bulleted lists to detail segment-specific strategies.other
17
The slide uses a simple additive formula to explain the business model components.present_solution
18
present_solution
19
The slide uses a three-column layout to categorize integrations.present_solution
20
The slide uses a grid-based layout to organize logos by industry vertical and customer type.show_traction
21
The slide demonstrates the flexibility of the ChargePoint hardware platform to accommodate diverse partner branding.other
22
Uses a combination of bar charts to show individual annual spend and cumulative multipliers.show_traction
23
The chart uses a waterfall-style progression to show cumulative revenue components over 7 years, culminating in a 51% upfront vs 49% recurring split.analyze_data
24
The slide uses a bar chart to show market dominance and maps to visualize geographic footprint.show_traction
25
Includes logos of previous/associated companies for leadership team members.other
26
The slide features a photo of a ChargePoint charging station and a Dannar yard tractor at the Port of Stockton.transition
Open slide detailBeat · Financials
27
Includes COVID-19 impact annotations on both charts.show_traction
Open slide detailBeat · Financials
28
The slide uses stacked bar charts to show revenue growth and composition over time.analyze_data
Open slide detailBeat · Financials
29
Includes historical GAAP data and future projections excluding stock-based compensation.show_traction
Open slide detailBeat · Financials
30
The chart highlights operating expense leverage, showing a downward trend in OpEx as a percentage of revenue from 2017 to 2026.analyze_data
Open slide detailBeat · Financials
31
The table highlights a 60% revenue CAGR and the path to cash flow positivity.analyze_data
Open slide detailBeat · Financials
32
This slide appears to be a placeholder or a transition slide, as it lacks actual transaction data despite the title.other
33
Includes detailed footnotes regarding equity value calculations and earnout triggers.analyze_data
34
The slide categorizes peers into three distinct business model archetypes to justify valuation.compare_peers
35
Uses a waterfall bridge to show the impact of discounting on valuation.analyze_data
36
The slide uses a color-coded legend to categorize peers into EV Ecosystem, Software Powered Solutions, and Energy Technology.compare_peers
37
The slide compares ChargePoint's projected multiples against CY 2021E financials of peers, using EV/Revenue, EV/Revenue/Growth, and EV/EBITDA.compare_peers
38
The slide uses a checklist format to validate the investment thesis against four key criteria.summarize
39
The slide uses a grid layout with four photos and a central text block with checkmarks.summarize
40
state_next_steps
42
Includes standard GAAP line items: Revenue, COGS, Gross Profit, OpEx, and Net Loss.analyze_data
43
The slide is a standard financial statement disclosure.analyze_data
44
Financial data presented in thousands of dollars.analyze_data
45
The slide compares EV/Revenue and EV/EBITDA multiples for ChargePoint (2025E/2026E) against various EV SPACs.compare_peers
46
The slide uses a mix of bulleted lists for quantitative impact and awards, and a visual infographic layout for 2019 specific impact data.show_traction
47
The slide uses a two-column layout: a list of user needs on the left and a contextual image of charging stations on the right.present_solution
Open slide detailLoop · Cost Of Inaction
48
Includes a customer testimonial quote, specific metrics on GHG reduction and charging usage, and a link to a video testimonial.illustrate_case
Open slide detailLoop · Cost Of Inaction
49
Includes a customer quote, logo, and photo of a fleet vehicle.illustrate_case