Cannae | SPAC Presentation Deck | 28 slides

Cannae Holdings, Inc. · 2021-08
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 1
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Deck intelligence map

3
coverage by narrative range · generated from this deck JSON

Slide inventory

28
every slide · same image gating as the playbook
01
Slide 1
Features a historical illustration of the Battle of Cannae.front_matter
03
The slide uses a numbered list format to present investment thesis points.summarize
Open slide detailBeat · ProblemLoop · Logic Chain
04
Includes a table of portfolio investments with ownership, cost, fair value, and MOIC, plus a bar chart comparing returns to S&P 500 and Russell 2000.analyze_data
Open slide detailLoop · Logic Chain
05
Includes a bar chart showing growth in market cap for various companies and a table comparing targeted vs. achieved synergies.cite_precedent
Open slide detailBeat · SolutionLoop · Logic Chain
06
The slide uses a process-like flow from left (historical pillars) to right (playbook components) with a central funnel-like diagram.illustrate_case
Open slide detailBeat · SolutionLoop · Logic Chain
07
The slide uses a 3x3 matrix structure to compare company overview, playbook execution, and transformation results.show_traction
Open slide detailBeat · SolutionLoop · Logic Chain
08
The slide uses a simple additive framework to define investment strategy.present_framework
Open slide detailBeat · SolutionLoop · Logic Chain
09
The chart tracks the value of the original investment plus the value of spin-off entities (Remy, J. Alexander's) and cash proceeds.show_traction
Open slide detailBeat · SolutionLoop · Logic Chain
10
The chart uses a waterfall structure to bridge cost basis and market value adjustments to arrive at an intrinsic value per share.analyze_data
Open slide detailBeat · Business ModelLoop · Cost Of Inaction
11
Includes footnotes explaining specific forward purchase agreements and debt terms.analyze_data
Open slide detailBeat · Business ModelLoop · Cost Of Inaction
12
Includes historical purchase data for the 2019 program and authorization details for the 2021 program.analyze_data
Open slide detailBeat · Business ModelLoop · Cost Of Inaction
13
other
Open slide detailBeat · Business ModelLoop · Cost Of Inaction
14
appendix
Open slide detailBeat · Business ModelLoop · Cost Of Inaction
15
The chart uses a stacked area representation to show the contribution of various companies to the total market cap over time.show_traction
16
The slide uses a bar chart to represent market cap over time, annotated with text boxes for specific events.show_traction
17
Includes a stock price performance chart and a comparison of cost basis vs IPO price.show_traction
18
Includes a stock performance chart and a detailed investment summary table.analyze_data
19
Includes a financial table, a stock performance line chart, and a summary table of the investment position.show_traction
20
The slide combines a narrative transaction update, a performance chart, and a structured investment summary table.show_traction
21
Includes detailed footnotes regarding redemption scenarios and equity backstop mechanics.analyze_data
22
Includes logos for Optimal Blue and Cannae Holdings.summarize
23
Includes detailed footnotes regarding share dilution, performance levels, and redemption assumptions.analyze_data
24
Includes detailed footnotes regarding transaction structure, equity rollovers, and valuation assumptions.analyze_data
25
Slide provides a high-level company profile and specific investment metrics for Cannae Holdings' stake in AmeriLife.summarize
26
Slide provides a company profile and specific deal terms for an investment.establish_context
27
The table reconciles Net loss to Adjusted EBITDA by adding back items such as interest, depreciation, share-based compensation, and impairment expenses.analyze_data
28
The table reconciles Net (loss) income to Adjusted EBITDA by adding back interest, taxes, depreciation, amortization, and other non-recurring or non-cash expensanalyze_data