Vacasa · deck
Vacasa | SPAC Presentation Deck | 82 slides
82 pages · 4 arc beats · 2 loops
Vacasa | SPAC Presentation Deck | 82 slides
Vacasa · 2021-07 arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
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Deck intelligence map
4 coverage by narrative range · generated from this deck JSON
Narrative range 22 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 2 slides 100% 2/2 slides 100% 2/2 slides · 10 hits — 0/2 slides
50% 1/2 slides 50% 1/2 slides 100% 2/2 slides — 0/2 slides
Solution 5 slides 100% 5/5 slides 100% 5/5 slides · 22 hits — 0/5 slides
40% 2/5 slides 80% 4/5 slides 100% 5/5 slides — 0/5 slides
Market Size 3 slides 100% 3/3 slides 100% 3/3 slides · 22 hits — 0/3 slides
— 0/3 slides
33.3% 1/3 slides 100% 3/3 slides 100% 3/3 slides Financials 12 slides 100% 12/12 slides 100% 12/12 slides · 55 hits — 0/12 slides
91.7% 11/12 slides · 12 hits 41.7% 5/12 slides 100% 12/12 slides — 0/12 slides
Slide inventory
82 every slide · same image gating as the playbook
04
The slide uses a two-column layout to contrast investment history with SPAC performance.establish_context
06
The slide uses a three-column layout to compare investor profiles and strategic alignment.establish_context
Open slide detailLoop · Golden Circle
08
The slide uses a grid of 10 lifestyle photos to illustrate the versatility of vacation rentals.establish_context
Open slide detailBeat · Problem
09
The central icon represents the company's platform as the nexus of the three segments.establish_context
Open slide detailBeat · Problem
10
The slide uses a split-screen layout with metrics on the left and a thematic image on the right.summarize
Open slide detailBeat · Solution
11
The slide uses a logo-grid to categorize companies by industry, with 'Accommodations' highlighted to emphasize the target sector.establish_context
Open slide detailBeat · Solution
12
The slide uses a checkmark matrix to illustrate competitive differentiation.compare_peers
Open slide detailBeat · Solution
13
Uses a central house icon as a visual bridge between 'Traditional' and 'Vacasa' states.present_solution
Open slide detailBeat · Solution
14
Grid layout of 10 team members with headshots, names, titles, and company logos.establish_context
Open slide detailBeat · Solution
15
The slide uses a large, high-quality background image of a property to set a tone of quality and aspiration.transition
16
The slide uses a pillar-based layout to communicate strategic capabilities.present_solution
17
Uses a concentric circle diagram to represent market segments.size_opportunity
19
The slide uses a split-screen layout to contrast supply-side drivers (left) with demand-side drivers (right).establish_context
22
The chart on the right is a line chart showing growth from 9M to 37M visits.analyze_data
23
The slide uses a bar-chart visualization where the total bar represents the market and the yellow portion represents Vacasa's share.analyze_data
24
The slide uses a central callout box to summarize the value proposition (Greater rent, More nights, Higher ratings) supported by two grouped bar charts.present_solution
25
Includes a specific property example (Casa Vista Verde) to ground the value proposition.present_solution
26
The table highlights the elimination of direct home care costs and labor opportunity costs when using Vacasa.compare_peers
28
The diagram uses a hub-and-spoke style layout with three main segments representing stakeholders, centered around 'Vacasa Proprietary Technology'.present_solution
29
The slide uses a funnel framework to represent a data-driven acquisition process.present_solution
30
The slide uses a combination of UI screenshots and a feature list to demonstrate product value.present_solution
31
The slide uses a combination of product screenshots (laptop and mobile) and a pie chart to illustrate channel traffic efficiency.present_solution
32
The slide uses a process-oriented layout to show the guest journey.present_solution
34
The slide uses a hub-and-spoke diagram to connect app features to the central mobile interface.present_solution
36
The slide uses a 'before-after' style comparison of algorithm versions (Alan 2.0 vs 2.1) and shows the operational interface for rate adjustments.present_solution
37
The slide uses a process flow diagram to show data moving from internal listings to external partners via a central routing system.present_solution
38
The slide uses a circular flow diagram to represent a business flywheel.present_framework
39
The slide serves as a visual transition to a section discussing growth potential, using a specific property example.transition
41
The funnel diagram illustrates the sales process from marketing/outbound to closing, while the line chart shows a positive correlation between tenure and new unpresent_solution
42
Includes two charts: a combo chart for unit growth and a stacked bar chart for ROI/net rent.present_solution
43
The slide uses a staircase metaphor to represent a sequence of strategic growth initiatives.plan_implementation
46
The slide uses a consistent color palette to distinguish between Gross Bookings (yellow) and Revenue (dark blue).analyze_data
Open slide detailBeat · Financials
47
Uses a flow-based diagram to connect GBV components to revenue and cost components.present_solution
Open slide detailBeat · Financials
48
The chart illustrates cohort-based revenue growth, highlighting the stability of older cohorts.analyze_data
Open slide detailBeat · Financials
49
The slide uses a waterfall-style calculation to derive LTV/CAC.present_solution
Open slide detailBeat · Financials
50
The chart shows a negative initial investment followed by increasing cumulative contributions.present_solution
Open slide detailBeat · Financials
51
The slide uses a combination of a combo chart (bar + line) and a stacked bar chart to illustrate financial efficiency.analyze_data
Open slide detailBeat · Financials
52
The slide uses a combination of a simple bar chart and a grouped bar chart to illustrate the correlation between market scale and economic performance.analyze_data
Open slide detailBeat · Financials
53
The chart demonstrates operational efficiency improvements over time across the top 25 markets.analyze_data
Open slide detailBeat · Financials
54
Shows acceleration of market entry and scaling (11 years vs 6 years vs 3 years to reach 250 units).analyze_data
Open slide detailBeat · Financials
55
Note at bottom indicates TurnKey financials included starting April 1, 2021.analyze_data
Open slide detailBeat · Financials
56
Includes non-GAAP metrics; TurnKey financials included starting April 1, 2021.analyze_data
Open slide detailBeat · Financials
57
Includes a photo of a kitchen interior, likely representing the company's vacation rental business.summarize
58
The slide uses a table to show historical, current, and target financial metrics.present_solution
60
Includes detailed footnotes explaining the assumptions behind the equity rollover, cash, and share counts.analyze_data
62
The slide uses a dual-bar chart layout to compare growth metrics across seven companies, highlighting Vacasa's position relative to the median.compare_peers
63
The slide uses a bar chart format to compare valuation multiples across two metrics, highlighting Vacasa's position relative to the median.compare_peers
66
The slide serves as a visual transition to the appendix section of the deck.appendix
69
The table reconciles GAAP to Non-GAAP by subtracting SBC, Restructuring, and One-time expenses.analyze_data
72
The table details share counts for TPGS Public IPO, PIPE & FPA, TPGS Sponsor, and Vacasa Existing Shareholders across five price points ($10.00 to $20.00).analyze_data
73
The table presents two scenarios: estimated low end and high end of the range.analyze_data
75
The chart uses a waterfall structure to visualize year-over-year growth, highlighting specific acquisitions like WVR and TurnKey.analyze_data
76
The chart uses a waterfall-style visualization to decompose the growth drivers of GBV per unit.analyze_data
77
The slide uses a split-screen layout with text on the left and a lifestyle photo on the right.summarize
78
The chart illustrates a dip in productivity around Q1 '20 followed by a recovery.analyze_data