Opendoor | SPAC Presentation Deck | 63 slides

Opendoor · 2020-11
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 5
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

63
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
front_matter
04
Uses a personal photo of a property to establish credibility and narrative arc.establish_context
05
The slide uses a two-tier layout: executive leadership with headshots at the top, and a functional grid for other key team members below.other
06
The slide uses a high-contrast layout with a large, bold headline and a product screenshot to anchor the vision.inspire_vision
07
The slide uses a combination of big numbers for cumulative metrics and bar charts for annual growth trends.show_traction
08
The slide uses a bubble chart to compare market sizes and a pie chart to illustrate agent fragmentation.size_opportunity
09
The slide uses a horizontal block diagram to represent the service stack, with a mobile UI screenshot on the left.present_solution
Open slide detailBeat · Solution
10
transition
Open slide detailBeat · Solution
11
Uses a process flow diagram to show the customer journey and a table to quantify the transaction costs.frame_problem
Open slide detailBeat · Problem
12
The slide uses a tablet mockup to frame the comparison table, contrasting 'Traditional sale' (negative attributes) with 'Opendoor' (positive attributes).compare_peers
Open slide detailBeat · Solution
13
present_solution
Open slide detailBeat · Solution
14
present_solution
Open slide detailBeat · Solution
15
The slide uses a mix of pie chart, big numbers, and a line chart to demonstrate market traction.show_traction
Open slide detailBeat · Traction
16
The slide uses a two-column layout to contrast customer motivations.establish_context
Open slide detailBeat · Traction
17
The slide uses a bar chart to visually demonstrate superior customer satisfaction compared to legacy competitors.compare_peers
Open slide detailBeat · Traction
18
The background is a blurred dashboard showing various metrics like CTR and Quality Score.transition
Open slide detailBeat · Traction
19
present_solution
Open slide detailBeat · Traction
20
The slide uses a combination of a classification table for data sources and a callout-annotated diagram of a house to demonstrate feature-level valuation.present_solution
Open slide detailBeat · Traction
21
The slide uses a combination of product screenshots and performance charts to validate the efficacy of their proprietary tooling.show_traction
Open slide detailBeat · Traction
22
The slide uses two charts to illustrate operational efficiency and financial performance improvements over time.show_traction
Open slide detailBeat · Traction
23
transition
Open slide detailBeat · Traction
24
present_solution
Open slide detailBeat · Traction
25
Uses a horizontal timeline combined with a Gantt-style process flow to map operational activities against the customer journey.plan_implementation
Open slide detailBeat · Traction
26
The slide uses a before-and-after comparison for two key metrics to validate the impact of their internal software.show_traction
Open slide detailBeat · Traction
27
The slide uses two bar charts to demonstrate efficiency gains and cost reductions.show_traction
Open slide detailBeat · Traction
28
The slide uses a collage of customer photos shaped into the US map to represent geographic growth and customer base.show_traction
Open slide detailBeat · Traction
29
The slide uses a map to visualize regional performance metrics.show_traction
30
The slide emphasizes current footprint and significant growth potential.size_opportunity
31
size_opportunity
32
The map shows specific city-level coverage across the U.S.size_opportunity
33
The chart shows three cohorts of market launches (Phoenix, Next 5, Next 15) over 12 months of operation, indicating improved performance in later cohorts.show_traction
34
The slide uses a map of the US as a background mask for a photo collage, implying national reach and human-centric impact.inspire_vision
35
Uses pie charts to visualize low online penetration in real estate compared to other sectors.argue_timing
Open slide detailLoop · Cost Of Inaction
36
The slide uses a 2x2 grid layout for the market context, with a large callout box for the company solution.argue_timing
Open slide detailLoop · Cost Of Inaction
37
The slide uses a visual metaphor of a house to represent the ecosystem of home services.establish_context
Open slide detailLoop · Cost Of Inaction
38
Uses a 'Today vs Tomorrow' framing to illustrate company evolution.inspire_vision
Open slide detailLoop · Cost Of Inaction
39
transition
Open slide detailBeat · Financials
40
transition
Open slide detailBeat · Financials
41
The chart uses a waterfall structure to bridge Adjusted Gross Margin to Contribution Margin After Interest.show_traction
Open slide detailBeat · Financials
42
The chart uses a waterfall-style layout to rank market performance.show_traction
Open slide detailBeat · Financials
43
The chart combines a bar chart for transaction volume and a line chart for attach rate percentage.show_traction
Open slide detailBeat · Financials
44
The slide uses a waterfall chart to bridge current performance to a future target, and pie charts to benchmark margin composition against Carvana and AutoNationanalyze_data
Open slide detailBeat · Financials
45
The slide highlights strong CAGR metrics for homes sold and revenue alongside margin expansion.show_traction
Open slide detailBeat · Financials
46
The slide highlights the 'Updated 2020E' column with a blue border to emphasize the revision.analyze_data
Open slide detailBeat · Financials
47
The slide uses indexed data to show relative performance trends over time.analyze_data
Open slide detailBeat · Financials
48
Slide 48 of a pitch deck, likely Opendoor.analyze_data
Open slide detailBeat · Financials
49
Includes a vertical dotted line separating historical data (2017-2019) from projections (2020P-2023P).analyze_data
Open slide detailBeat · Financials
50
The slide uses a waterfall chart to visualize the contribution of different business segments to total growth.analyze_data
51
The slide uses a table to compare historical financial metrics against future targets.analyze_data
52
summarize
53
state_next_steps
55
This slide serves as a financial glossary/reconciliation for the company's specific non-GAAP reporting structure.appendix
56
The table provides a detailed breakdown of adjustments including impairments, restructuring costs, selling costs, holding costs, and interest expenses.analyze_data
57
Includes a footnote regarding rounding and specific adjustments.summarize
59
establish_context
60
The chart compares Opendoor's 3-4 month hold time against other asset classes ranging up to 84 months.compare_peers
61
The slide uses three distinct bar charts to illustrate operational responses to market volatility.show_traction
62
The slide uses historical data from 1975 to 2020 to argue for the stability of real estate prices.establish_context
63
front_matter