Nerdy | SPAC Presentation Deck | 70 slides

Nerdy · 2021-05
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

70
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
Stylized portrait of Albert Einstein.other
04
The slide uses a split-screen visual of two people working on laptops, reinforcing the 'connecting' theme.front_matter
05
Includes a screenshot of the Varsity Tutors platform interface across desktop, tablet, and mobile devices.establish_context
Open slide detailBeat · Problem
06
References the '2 Sigma Problem' study by Bloom (1984).quantify_opportunity
Open slide detailBeat · Problem
07
The slide uses a 2x2 matrix to highlight Nerdy's unique positioning in the 'Live/Online' quadrant.compare_peers
Open slide detailBeat · Problem
08
The slide uses a visual layout to map specific product formats to their corresponding user interface screenshots.present_framework
Open slide detailBeat · Problem
09
The slide uses a 3x3 grid layout with the company logo in the center.summarize
Open slide detailBeat · Problem
10
The slide uses a 5x growth multiplier to compare the two timeframes (15 years vs 7 years).analyze_data
Open slide detailBeat · Solution
11
Uses a split-screen layout to contrast past challenges with future tailwinds.frame_situation
Open slide detailBeat · SolutionLoop · Cost Of Inaction
12
The chart shows a clear divergence in growth rates based on re-opening status.analyze_data
Open slide detailBeat · SolutionLoop · Cost Of Inaction
13
The slide uses a before-after style layout to contrast two different service offerings.summarize
Open slide detailBeat · SolutionLoop · Cost Of Inaction
14
The slide features 11 headshots arranged in two rows, each with name, title, and company logos.introduce_nominees
Open slide detailBeat · Solution
15
transition
Open slide detailBeat · Solution
16
Uses a split-screen layout to contrast the two sides of the marketplace.decompose_segments
Open slide detailBeat · Solution
17
transition
Open slide detailBeat · Solution
18
The slide uses a grid of icons to represent competitive pillars, supported by a foundational 'operating system' statement.present_framework
Open slide detailBeat · Solution
19
The slide uses a network diagram to visually represent the expert network.compare_peers
Open slide detailBeat · Solution
20
The diagram illustrates a hub-and-spoke model representing the scale of subjects.compare_peers
Open slide detailBeat · Solution
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
Open slide detailBeat · Solution
22
Uses a visual diagram to illustrate the matching process between learners and experts based on attributes.compare_peers
Open slide detailBeat · Solution
23
Uses a two-column layout to contrast benefits for two distinct user groups.present_solution
Open slide detailBeat · Solution
24
transition
Open slide detailBeat · Solution
25
The diagram uses a layered stack metaphor to represent the OS architecture.present_solution
26
The visual represents a network or data structure feeding into a central repository.present_framework
27
The slide uses a visual metaphor of a 'layer' and a network of expert faces to illustrate the curation process.establish_context
28
The matrix uses p_ij notation to represent the probability of a successful match between learner i and expert j.present_framework
29
The diagram is a circular process flow representing an adaptive learning loop.present_solution
30
transition
31
analyze_data
32
The slide uses a staircase metaphor to show incremental growth strategies.plan_implementation
33
Includes a bar chart showing quarterly growth from Q2 2018 to Q1 2021 and a list of current top subjects.size_opportunity
Open slide detailBeat · Market Size
34
Uses a bubble chart to represent market segments within a total market size.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
Open slide detailBeat · Market Size
36
The slide uses a series of line charts to demonstrate cohort performance improvement over time.analyze_data
Open slide detailBeat · Market SizeLoop · Before After
37
The funnel diagram illustrates the distribution of marketing channels across the awareness-to-conversion spectrum.present_solution
Open slide detailLoop · Before After
38
The slide uses a silhouette background to emphasize the large-scale nature of the courses.present_solution
Open slide detailLoop · Before After
39
Includes social media screenshots as visual evidence of customer engagement.summarize
Open slide detailLoop · Before After
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
size_opportunity
44
present_solution
45
propose_solution
46
The slide uses a circular process diagram to explain the business model's growth engine.present_framework
47
transition
48
The slide uses a split-view to contrast free and paid user segments and their associated engagement metrics.analyze_data
Open slide detailBeat · Financials
49
The chart combines a bar chart for online growth and a line chart for total growth.analyze_data
Open slide detailBeat · Financials
50
The slide shows quarterly revenue from Q1 2019 to Q1 2021 and semi-annual/annual revenue for 2019-2020.analyze_data
Open slide detailBeat · Financials
51
The chart displays annual data for 2018-2020 and quarterly data for Q1 2020 vs Q1 2021.analyze_data
Open slide detailBeat · Financials
52
analyze_data
Open slide detailBeat · Financials
53
The chart is a waterfall-bridge style visualization of cash flow improvement.analyze_data
Open slide detailBeat · Financials
54
Includes Q1 2021 actuals alongside 2020 actuals and 2021 forecasts.analyze_data
Open slide detailBeat · Financials
55
Includes a footnote regarding non-recurring expenses and accounting treatments.analyze_data
Open slide detailBeat · Financials
56
Includes footnote regarding online learning format definition and unaudited status.analyze_data
Open slide detailBeat · Financials
57
The slide uses a consistent color scheme to distinguish between 2019/2020 (green) and 2021 (blue) data points.analyze_data
Open slide detailBeat · Financials
58
The slide includes a detailed financial table and a summary of strategic drivers for the projected growth.analyze_data
Open slide detailBeat · Financials
59
The slide highlights the transition from negative to positive EBITDA margins over time.analyze_data
Open slide detailBeat · Financials
60
transition
61
summarize
62
Includes footnotes detailing assumptions for equity rollover, cash, and share counts.show_valuation_bridge
63
The slide uses a three-column layout to define the business model characteristics of Chegg, Coursera, and Fiverr as peers.compare_peers
64
The slide uses a grouped bar chart approach to compare financial metrics across two rows (Revenue Growth and Gross Margin).compare_peers
65
The slide uses a bar chart format to compare a single company (Nerdy) against a set of peers, showing the average multiple and the discount percentage.compare_peers
66
The slide uses a table-like structure to map dates to specific transaction milestones.plan_implementation
68
Includes footnotes regarding definitions of active learners and adjusted EBITDA.analyze_data
69
Includes footnotes regarding non-recurring items and unaudited status.analyze_data
70
The table demonstrates the impact of share price on dilution from warrants and earnouts.show_valuation_bridge