Nerdy | SPAC Presentation Deck | 74 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

6
coverage by narrative range · generated from this deck JSON

Slide inventory

74
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
frame_situation
04
The slide uses a three-column layout to categorize TPG's investment experience.establish_context
05
The slide uses a split layout to showcase investor logos/descriptions on the left and board member headshots/bios on the right.introduce_nominees
06
The slide uses a structured list format to present key investment pillars.summarize
07
The slide uses a stylized illustration of Albert Einstein.other
08
The slide uses a split-screen visual of two people working on laptops, reinforcing the 'connecting' theme.front_matter
09
Includes visual representation of the platform across desktop, tablet, and mobile devices.establish_context
Open slide detailBeat · Problem
10
References the Bloom 2 Sigma problem study.present_framework
Open slide detailBeat · Problem
11
The slide uses a 2x2 matrix to differentiate the company from competitors based on delivery mode and interaction type.compare_peers
Open slide detailBeat · Problem
12
The slide uses screenshots of the platform to illustrate different learning modalities.present_solution
Open slide detailBeat · Solution
13
The slide uses a grid layout to present 8 distinct KPIs with a central logo.summarize
Open slide detailBeat · Solution
14
The slide uses a comparison frame to highlight the acceleration of digital learning adoption.analyze_data
Open slide detailBeat · SolutionLoop · Cost Of Inaction
15
Uses a split-screen layout to contrast past challenges with future tailwinds.frame_situation
Open slide detailBeat · SolutionLoop · Cost Of Inaction
16
The chart illustrates that re-opening states are seeing faster growth in inquiries compared to states that remain closed.analyze_data
Open slide detailBeat · SolutionLoop · Cost Of Inaction
17
The slide uses a before-after style layout to contrast two different service offerings.summarize
Open slide detailBeat · Solution
18
The slide highlights the team's deep technology and direct-to-consumer experience.other
Open slide detailBeat · Solution
19
transition
Open slide detailBeat · Solution
20
Uses a split-screen layout to define the two sides of the marketplace.present_framework
Open slide detailBeat · Solution
21
transition
Open slide detailBeat · Market
22
The slide uses a grid of icons to represent core pillars of competitive advantage.present_framework
Open slide detailBeat · Market
23
The slide uses a network visualization to represent the expert pool.compare_peers
Open slide detailBeat · Market
24
The diagram uses a hub-and-spoke visualization to represent the breadth of subjects.compare_peers
Open slide detailBeat · Market
25
Uses a hub-and-spoke diagram to illustrate the integrated learning formats.present_framework
Open slide detailBeat · Market
26
The slide uses a visual diagram to illustrate the matching process between different student profiles and instructors.compare_peers
Open slide detailBeat · Market
27
Uses a two-column layout to contrast benefits for two distinct user groups.present_solution
Open slide detailBeat · Market
28
transition
Open slide detailBeat · Market
29
The visual uses a layered stack diagram to represent the OS architecture.present_solution
Open slide detailBeat · Traction
30
The visual represents a network or data structure feeding into a central repository.establish_context
Open slide detailBeat · Traction
31
The slide uses a visual metaphor of a 'layer' and a network of expert faces to illustrate the curation process.present_framework
Open slide detailBeat · Traction
32
The slide uses a matrix representation (p_ij) to illustrate the matching process between learners and experts.present_framework
Open slide detailBeat · Traction
33
The slide uses a circular process diagram to represent the adaptive learning loop.present_solution
Open slide detailBeat · Traction
34
transition
Open slide detailBeat · Traction
35
The slide uses three bar charts to illustrate YoY growth metrics.analyze_data
Open slide detailBeat · Traction
36
The slide uses a staircase metaphor to show incremental growth strategies.present_solution
Open slide detailBeat · Traction
37
Includes a bar chart showing quarterly growth and a list of current top subjects.size_opportunity
Open slide detailBeat · Traction
38
Uses a bubble chart to visualize market segmentation between One-on-One and Classes.size_opportunity
Open slide detailBeat · Traction
39
The chart uses a visual stacking of icons to represent the number of formats used, correlating with increasing bar lengths.analyze_data
Open slide detailBeat · Traction
40
The slide uses a series of line charts to demonstrate cohort performance improvement over time.analyze_data
Open slide detailBeat · Traction
41
The funnel diagram visually categorizes various marketing channels (TV, Hulu, YouTube, Press, WOM, Affiliate, Facebook, Instagram, Google).present_solution
Open slide detailBeat · Team
42
The slide uses a silhouette graphic to represent the large audience size.summarize
Open slide detailBeat · Team
43
Includes social media screenshots as visual evidence of brand engagement.analyze_data
Open slide detailBeat · Team
44
transition
Open slide detailBeat · Team
45
The robotic arm graphic serves as a metaphor for automated or systematic scaling of business units.summarize
Open slide detailBeat · TeamLoop · Quick Win Big Bet
46
Uses a dial graphic to metaphorically represent 'turning up' growth and scale.present_solution
Open slide detailBeat · TeamLoop · Quick Win Big Bet
47
quantify_opportunity
Open slide detailBeat · TeamLoop · Quick Win Big Bet
48
quantify_opportunity
Open slide detailBeat · TeamLoop · Quick Win Big Bet
49
propose_solution
Open slide detailBeat · Team
50
The slide uses a circular process diagram to show how platform growth creates a virtuous cycle.present_framework
Open slide detailBeat · Team
51
transition
Open slide detailBeat · Financials
52
The slide uses a split-view to separate free-tier metrics from paid-tier unit economics.analyze_data
Open slide detailBeat · Financials
53
The slide uses a combination bar and line chart to contrast online-specific growth against total company growth.analyze_data
Open slide detailBeat · Financials
54
The slide uses bar charts to compare quarterly revenue (Q1 2019 - Q4 2020) and semi-annual/annual revenue (2H 2019/2020 and 2019/2020).analyze_data
Open slide detailBeat · Financials
55
The chart compares annual data (2018-2020) with semi-annual data (2H 2019 vs 2H 2020).analyze_data
Open slide detailBeat · Financials
56
The slide uses two grouped bar charts to illustrate efficiency gains.analyze_data
Open slide detailBeat · Financials
57
The chart visualizes the trend of narrowing losses over time.analyze_data
Open slide detailBeat · Financials
58
Includes footnotes regarding Q1 2020 in-person revenue and the unaudited nature of the data.analyze_data
Open slide detailBeat · Financials
59
Includes footnotes regarding non-recurring expenses and accounting treatments.analyze_data
Open slide detailBeat · Financials
60
The slide uses three bar charts to visualize quarterly growth trends from Q1 2019 to Q1 2021.analyze_data
Open slide detailBeat · Financials
61
Includes footnotes regarding non-GAAP adjustments and definitions.analyze_data
Open slide detailBeat · Financials
62
The slide highlights the transition from negative to positive EBITDA margins over time.analyze_data
Open slide detailBeat · Financials
63
transition
Open slide detailBeat · Financials
64
summarize
Open slide detailBeat · Financials
65
Includes footnotes detailing assumptions regarding warrants, earn-outs, and share counts.show_valuation_bridge
Open slide detailBeat · Financials
66
The slide uses a three-column layout to define the business model characteristics of Chegg, Coursera, and Fiverr as comparables for Nerdy.compare_peers
Open slide detailBeat · Financials
67
compare_peers
Open slide detailBeat · Financials
68
The slide compares Nerdy's performance against a set of peers (Chegg, Coursera, Fiverr, Airbnb, DoorDash, Etsy, Match Group, Teladoc) across two key metrics.compare_peers
Open slide detailBeat · Financials
69
The slide uses a dual-row bar chart layout to compare two different valuation metrics across the same set of companies.compare_peers
Open slide detailBeat · Financials
70
The slide uses a simple table-like structure to map dates to specific transaction milestones.plan_implementation
Open slide detailBeat · Financials
71
appendix
Open slide detailBeat · Financials
72
Includes footnotes regarding definitions of Active Learners and Adjusted EBITDA.analyze_data
Open slide detailBeat · Financials
73
Includes footnote regarding non-recurring items.analyze_data
Open slide detailBeat · Financials
74
The table demonstrates the impact of share price on dilution from warrants and earnouts.show_valuation_bridge
Open slide detailBeat · Financials