Navitas | SPAC Presentation Deck | 44 slides

Navitas · 2021-06

arc beats above · slides in the middle · loops below · scroll → 2 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 16 total

Metadata

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Metrics

Tools

Frameworks

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Loops

Problem 3 slides 100% 3/3 slides 100% 3/3 slides · 23 hits

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Solution 6 slides 100% 6/6 slides 100% 6/6 slides · 35 hits

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50% 3/6 slides 83.3% 5/6 slides 100% 6/6 slides · 8 hits 33.3% 2/6 slides Market Size 2 slides 100% 2/2 slides 100% 2/2 slides · 11 hits

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Why Now 3 slides 100% 3/3 slides 100% 3/3 slides · 19 hits

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66.7% 2/3 slides 100% 3/3 slides · 5 hits 100% 3/3 slides Team 2 slides 100% 2/2 slides 100% 2/2 slides · 20 hits

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Slide inventory

every slide · same image gating as the playbook

front_matter

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Includes management team bios and detailed transaction highlights.summarize

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The slide uses a 'plus' sign to visually combine the value proposition (left) with the case study evidence (right).illustrate_case

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The slide uses a numbered list format to present key value propositions.summarize

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Uses periodic table elements as a visual metaphor for the transition from Si to GaN.argue_timing

Open slide detailBeat · Problem

The slide uses a world map background to imply global reach and broad applicability.decompose_segments

Open slide detailBeat · Problem

Uses a combination of a line chart for efficiency/frequency and a bar chart for reliability (failure rate).compare_peers

Open slide detailBeat · Problem

The slide uses a visual bracket to emphasize the integration of multiple components into a single Navitas chip.compare_peers

Open slide detailBeat · Solution

The table uses checkmarks and crosses to visually demonstrate the superiority of GaN ICs.compare_peers

Open slide detailBeat · Solution

The slide uses a grid layout to present 10 distinct quotes from various industry roles (CTOs, Architects, Professors).cite_precedent

Open slide detailBeat · Solution

Uses a comparison framework to contrast industry-wide barriers with Navitas's specific solutions, bridged by team experience.present_solution

Open slide detailBeat · Solution

The slide uses a line chart to show the crossover point where GaN becomes cheaper than Silicon, supported by a list of cost-reduction drivers.argue_timing

Open slide detailBeat · SolutionLoop · Why Now

The slide uses a background image of patent documents to reinforce the '120+ Patents' claim.present_solution

Open slide detailBeat · SolutionLoop · Why Now

The slide uses a series of bar charts to illustrate CAGR and growth across diverse industries, linking them to the overarching themes of Connectivity, Electrifisize_opportunity

Open slide detailBeat · Why NowLoop · Why Now

Uses a stacked bar chart to show market growth and a secondary stacked bar to show segment breakdown of the GaN TAM.size_opportunity

Open slide detailBeat · Market Size

The chart uses a 2D scatter-like layout to segment power electronics by voltage (x-axis) and power (y-axis), positioning GaN between Si and SiC.size_opportunity

Open slide detailBeat · Market Size

Uses a dual-axis scatter plot to show historical trends in screen and battery size.size_opportunity

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The slide uses a grid of product images to establish social proof and market adoption.show_traction

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Includes a visual comparison of a silicon adapter vs a GaN adapter.size_opportunity

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Includes a comparison of power supply physical dimensions and efficiency chains.size_opportunity

Open slide detailLoop · Cost Of Inaction

Includes a visual diagram of a residential solar setup and comparative bar charts for cost and power dissipation.size_opportunity

Open slide detailLoop · Cost Of Inaction

Includes a visual diagram of an EV with highlighted GaN component opportunities.present_solution

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Uses a waterfall-style chart to show the contribution of different sectors to CO2 reduction, highlighting GaN's specific impact.size_opportunity

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The slide uses a three-tier categorization (Public Sector, Tech Providers, Clean Energy/EV) paired with quotes and logos to establish credibility.cite_precedent

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The slide emphasizes the founders' long-term collaboration and deep technical pedigree in GaN and power electronics.other

Open slide detailBeat · Team

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Open slide detailBeat · Team

The slide uses a multi-tiered timeline structure to show past achievements and future growth potential.plan_implementation

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plan_implementation

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The chart illustrates a 94% CAGR over a 6-year period.show_traction

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The chart shows a clear upward trend in pipeline value, with specific milestones ($12M, $27M, $69M) highlighted.show_traction

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Includes a waterfall chart explaining the bridge from FY2021 gross margin to FY2026 gross margin.analyze_data

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Includes detailed footnotes regarding earn-outs, lock-ups, and share counts.analyze_data

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The slide uses a structured grouping framework to explain the rationale behind selecting specific public companies for valuation or performance benchmarking.compare_peers

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The chart uses two different time horizons for CAGR projections (2020-2025 for the first two bars, 2020-2022 for the rest).compare_peers

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The chart uses different time horizons (2022E, 2023E, 2025E) for different peer groups, requiring careful interpretation of the valuation multiples.compare_peers