Nerdy | SPAC Presentation Deck | 70 slides

Nerdy · 2021-04
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

5
coverage by narrative range · generated from this deck JSON

Slide inventory

70
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
Stylized portrait of Albert Einstein.other
04
front_matter
05
Includes screenshots of the platform interface across desktop, tablet, and mobile devices.establish_context
Open slide detailLoop · Aha Moment
06
Uses a bell curve visualization to demonstrate the 'Tutoring Effect' shifting students from average to high performance.present_solution
Open slide detailLoop · Aha Moment
07
The slide uses a 2x2 matrix to illustrate market positioning.compare_peers
Open slide detailBeat · ProblemLoop · Aha Moment
08
The slide uses screenshots of the platform to illustrate different learning modalities.present_solution
Open slide detailLoop · Aha Moment
09
The slide uses a 3x3 grid layout with the company logo in the center.summarize
Open slide detailLoop · Aha Moment
10
The slide uses a '5x' growth multiplier to compare the acceleration of digital share in both sectors.analyze_data
11
Uses a split-screen layout to contrast past challenges with future tailwinds.frame_situation
Open slide detailLoop · Why Now
12
The chart illustrates the correlation between re-opening status and inquiry growth rates.analyze_data
Open slide detailLoop · Why Now
13
The slide uses a two-column layout to contrast live classes with self-paced practice tools.summarize
Open slide detailLoop · Why Now
14
The slide features 11 headshots arranged in two rows, each with name, title, and company logos.introduce_nominees
Open slide detailBeat · Team
15
transition
16
Uses a split-screen layout to contrast two distinct user groups in a two-sided marketplace.present_framework
17
transition
18
The slide uses a grid of icons to represent competitive pillars, supported by a foundational 'operating system' statement.present_framework
19
The slide uses a network diagram to visually represent the 'sizeable network' of experts.compare_peers
20
The diagram illustrates a hub-and-spoke model representing the scale of subjects.compare_peers
21
The diagram uses a hub-and-spoke model to illustrate the integration of various learning formats around the central 'n' brand icon.compare_peers
22
Uses a visual diagram to illustrate the matching logic between diverse student profiles and instructors.compare_peers
23
Uses a two-column layout to contrast benefits for two distinct user groups.present_solution
24
transition
25
The visual uses a layered stack diagram to represent the OS architecture.present_solution
Open slide detailBeat · Solution
26
The visual represents a network or data structure feeding into a central repository.present_framework
Open slide detailBeat · Product
27
The slide uses a visual metaphor of a stack of layers and a network of faces to represent expert curation.present_solution
Open slide detailBeat · Product
28
Uses a matrix representation to show probability of match (p_ij) between learners and experts.present_framework
Open slide detailBeat · Product
29
The slide uses a flywheel-style diagram to represent the adaptive learning process.present_framework
Open slide detailBeat · Product
30
transition
31
The slide uses three bar charts to illustrate growth metrics.analyze_data
32
The slide uses a staircase metaphor to show incremental growth strategies.plan_implementation
33
The chart shows a clear upward trend in professional hours consumed from 2018 to 2021.size_opportunity
Open slide detailBeat · Market Size
34
Uses a bubble chart to represent market segments.size_opportunity
Open slide detailBeat · Market Size
35
The chart uses a visual stacking of icons to represent the number of formats used, correlating with increasing bar lengths.analyze_data
36
The slide uses a series of line charts to demonstrate cohort performance improvement.analyze_data
37
The funnel diagram visually categorizes various marketing channels (TV, Hulu, YouTube, Press, WOM, Affiliate, Facebook, Instagram, Google).present_solution
38
The slide uses a silhouette graphic to represent the large audience scale.present_solution
39
Includes social media screenshots as visual evidence of brand engagement.summarize
40
transition
41
The visual metaphor of a robotic arm stacking gold bars labeled '100M' reinforces the 'build' and 'scale' theme.summarize
42
The dial graphic serves as a visual metaphor for 'turning up' growth and scale.present_solution
43
quantify_opportunity
44
present_solution
45
propose_solution
46
The slide uses a circular flywheel diagram to show how growth in one area reinforces others.present_framework
47
transition
48
The slide uses a split-view to contrast free vs paid user bases and their associated engagement/pricing models.analyze_data
49
The slide uses a combination of bar (Online Growth) and line (Total Growth) charts to illustrate the pivot from in-person to online.analyze_data
50
The slide uses two bar charts to demonstrate revenue growth trends over time.analyze_data
51
The chart compares annual data (2018-2020) with semi-annual data (2H 2019 vs 2H 2020).analyze_data
52
The slide uses two sets of bar charts to illustrate expense reduction over time.analyze_data
53
The chart is a variation of a waterfall or bar chart showing progress over time.analyze_data
54
Includes footnotes regarding Q1 2020 in-person revenue and the unaudited nature of the data.analyze_data
55
Includes footnotes regarding non-recurring expenses and accounting treatments.analyze_data
56
summarize
57
Includes footnotes regarding accounting treatments and non-GAAP measures.analyze_data
58
The slide highlights operating leverage by showing declining OpEx % and rising EBITDA margins over time.analyze_data
59
transition
60
summarize
61
Includes footnotes detailing assumptions for equity rollover, cash, and share counts.show_valuation_bridge
62
The slide uses a three-column layout to define the business model characteristics of comparable companies.compare_peers
63
The table compares audience, service features, valuation multiples, growth rates, margins, and EBITDA.compare_peers
64
The slide compares Nerdy's 2021F and 2022F performance against a set of peers (Chegg, Coursera, Fiverr, Airbnb, DoorDash, Etsy, Match Group, Teladoc).compare_peers
65
The slide highlights a significant valuation discount for Nerdy compared to the peer average.compare_peers
66
The slide uses a simple table-like layout to map dates to specific corporate events.plan_implementation
68
Includes footnotes regarding definitions of Active Learners and Adjusted EBITDA.analyze_data
69
The slide contains two distinct tables: one annual and one quarterly.analyze_data
70
The table demonstrates the impact of share price on dilution from warrants and earnouts.show_valuation_bridge