Stem | SPAC Presentation Deck | 48 slides

Stem · 2020-12
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

48
every slide · same image gating as the playbook
01
Slide 1
The background is a stylized, futuristic architectural rendering.front_matter
04
The slide uses a split-layout to contrast the business metrics on the left with the leadership teams of both companies on the right.summarize
05
The slide combines team bios with investment thesis and track record metrics.establish_context
06
The slide uses a high-impact background image of a coal plant to visually reinforce the problem statement.frame_problem
Open slide detailBeat · ProblemLoop · Cost Of Inaction
07
Uses a three-part logical flow: Grid (problem), Storage (enabler), and Stem (solution).inspire_vision
Open slide detailLoop · Cost Of Inaction
08
The slide uses a four-column layout to present key value propositions.summarize
09
The slide uses a three-pillar structure for the core solution and a bottom row of icons to summarize the value proposition.present_solution
Open slide detailBeat · Solution
10
Uses biological metaphors (neurons and brain) to represent network effects and AI intelligence.illustrate_case
11
Uses a Venn diagram to show market positioning.argue_timing
Open slide detailLoop · Why Now
12
The diagram uses a hub-and-spoke model to represent the traditional power grid architecture.establish_context
Open slide detailLoop · Why Now
13
The central diagram illustrates a decentralized network topology. The slide uses a legend of icons to represent different grid components.establish_context
14
Uses a causal chain framework to explain market growth.size_opportunity
Open slide detailBeat · Market Size
15
Includes competitive comparison chart and pipeline growth bar chart.show_traction
Open slide detailBeat · Traction
16
The chart uses an area plot to represent cumulative runtime hours over time, with vertical markers for generational shifts.show_traction
17
The slide uses a flow-based layout to represent the software architecture from data ingestion to user output.present_solution
18
The diagram uses a radial layout to categorize services; 11 of 13 segments are highlighted as currently offered.decompose_segments
19
The chart shows aggregate system power over a 24-hour period, highlighting charging/discharging behavior during a grid event.show_traction
20
The slide uses a comparative structure to show how the same technology (Athena AI) solves different problems for two distinct market segments.present_solution
21
The slide uses a four-column layout to categorize sales channels and provides specific examples/logos for each.plan_implementation
22
The slide uses a clean, two-column layout to contrast financial position with strategic deployment areas.plan_implementation
23
Includes a list of logos representing past/affiliated companies and a list of board members.other
24
transition
25
The slide uses a three-column structure to break down the revenue streams: Hardware, Software, and Market Participation.present_solution
Open slide detailBeat · Financials
26
The chart shows a decomposition of revenue into three categories: Hardware + Network (Upfront), Software Revenue (Recurring), and Market Participation (Variableanalyze_data
Open slide detailBeat · Financials
27
The slide uses stacked bar charts to differentiate between bookings, hardware, software, and market participation revenue.show_traction
Open slide detailBeat · Financials
28
The chart illustrates revenue visibility for 2021 based on data as of October 2020.show_traction
Open slide detailBeat · Financials
29
The slide uses stacked bar charts to illustrate revenue composition over time.analyze_data
Open slide detailBeat · Financials
30
The slide highlights the shift in revenue mix towards higher-margin software as the company scales.show_traction
Open slide detailBeat · Financials
31
Includes a footnote about revenue visibility from executed contracts.analyze_data
Open slide detailBeat · Financials
32
Includes detailed footnotes regarding transaction assumptions and equity calculations.analyze_data
33
The slide uses a funnel diagram at the bottom to summarize shared characteristics across the peer group.compare_peers
34
The slide uses a combination of bar charts for Stem's multi-year projections and dot/bar-segment charts for peer benchmarking.compare_peers
35
The slide compares Stem's valuation multiples (5.6x for 2021E, 2.6x for 2022E) against a peer group median of 11.8x and 10.7x respectively.compare_peers
36
The slide compares Stem's forward multiples against a peer group categorized by business model (Solar Technology, Distributed Solar, Sustainable Infrastructure,compare_peers
37
The slide uses a bridge-style visual to illustrate valuation upside.analyze_data
38
summarize
40
establish_context
41
The chart shows a 49% CAGR for the FTM US Energy Storage market.size_opportunity
42
The chart shows a 48% CAGR for the BTM US Energy Storage market.size_opportunity
43
The chart highlights a 22% CAGR in energy storage capacity.size_opportunity
44
The chart uses a dual-axis approach: bars for annual capacity (GWh) and a line for cumulative capacity (GWh).size_opportunity
45
The slide presents financial performance data for the fiscal year 2019.analyze_data
46
This slide shows only the Assets portion of the balance sheet.analyze_data
47
Financial statement data presented in thousands of dollars.analyze_data
48
Financial data presented in thousands of dollars ($000s).analyze_data