Affirm | Investor Day Presentation Deck | 45 slides

Affirm · 2021-09
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 2
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Deck intelligence map

3
coverage by narrative range · generated from this deck JSON

Slide inventory

45
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
front_matter
04
introduce_nominees
05
establish_context
06
Uses a chevron-style transition to link the problem (shift) to the solution (opportunity).frame_situation
Open slide detailBeat · ProblemLoop · Before After
07
The visual metaphor of a tied-up credit card represents the 'bundle' that is being disrupted.frame_situation
Open slide detailBeat · ProblemLoop · Before After
08
The slide uses a visual metaphor of a credit card layered over a sofa to represent the intersection of finance and high-ticket goods.illustrate_case
Open slide detailBeat · AgitateLoop · Before After
09
The slide uses a visual metaphor of a credit card layered over product images (sofa, shoes) to represent the application of the payment service to various retaipresent_solution
Open slide detailBeat · AgitateLoop · Before After
10
The slide uses a split-layout to associate value propositions with social proof (logos).present_framework
Open slide detailBeat · AgitateLoop · Before After
11
The slide uses a visual callout (magnifying glass effect) to draw attention to the specific UI element being introduced.present_solution
Open slide detailBeat · AgitateLoop · Before After
12
The slide uses a large blue arrow graphic to anchor the Returnly brand alongside key market statistics.size_opportunity
Open slide detailBeat · AgitateLoop · Before After
13
The slide uses a visual mockup of a mobile UI to demonstrate the product's functionality.present_solution
Open slide detailBeat · SolutionLoop · Before After
14
The slide uses a screenshot of a laptop displaying a Walmart product page with an integrated Affirm promotional banner.present_solution
Open slide detailBeat · SolutionLoop · Before After
15
The slide uses a screenshot of a mobile checkout flow to demonstrate the product in action.present_solution
Open slide detailBeat · SolutionLoop · Before After
16
The slide features a screenshot of the Affirm developer portal, specifically the API reference section for checkout objects.present_solution
Open slide detailBeat · SolutionLoop · Before After
17
Uses a before-after-bridge style framing to connect a market insight to a specific product solution.present_solution
Open slide detailBeat · SolutionLoop · Before After
18
The slide uses a visual metaphor of a credit card 'unbundling' into individual purchase categories to illustrate the shift in consumer finance.frame_situation
Open slide detailBeat · SolutionLoop · Before After
19
front_matter
Open slide detailBeat · SolutionLoop · Before After
20
The slide uses a split-screen visual to show the physical card usage (left) and the digital management interface (right).present_solution
Open slide detailBeat · SolutionLoop · Before After
21
The slide uses a screenshot of a mobile app to demonstrate the user interface for a new product feature currently in development.present_solution
Open slide detailBeat · Solution
22
The slide uses a screenshot of a mobile app to demonstrate the product's new capabilities.present_solution
Open slide detailBeat · Solution
23
The slide uses a laptop mockup with a zoomed-in callout to highlight the virtual card details.present_solution
24
The slide features a high-fidelity mockup of a mobile app screen showing total holdings, interest earned, and crypto-specific settings.present_solution
25
size_opportunity
Open slide detailLoop · Quick Win Big Bet
26
other
Open slide detailLoop · Quick Win Big Bet
27
summarize
Open slide detailLoop · Quick Win Big Bet
28
analyze_data
Open slide detailLoop · Quick Win Big Bet
29
The slide uses a simple comparison table structure to categorize services.present_solution
Open slide detailLoop · Quick Win Big Bet
30
analyze_data
Open slide detailLoop · Quick Win Big Bet
31
Includes merchant logos at the bottom right.analyze_data
Open slide detailLoop · Quick Win Big Bet
32
The slide contrasts product terms for short vs long term financing and highlights GMV growth for partners like Peloton, Samsung, and Purple.analyze_data
Open slide detailLoop · Quick Win Big Bet
33
Includes logos of Vrbo, Walmart, and Expedia as examples of merchants.analyze_data
Open slide detailLoop · Quick Win Big Bet
34
The slide highlights Returnly's merchant discount rate, term lengths, and representative value, alongside a logo grid of partner brands.establish_context
Open slide detailLoop · Quick Win Big Bet
35
The slide contrasts operational metrics and unit economics for two different transaction types.analyze_data
Open slide detailLoop · Quick Win Big Bet
36
The chart illustrates a significant decline in delinquency rates over the observed period, with a note indicating U.S. only data.analyze_data
Open slide detailLoop · Quick Win Big Bet
37
The table compares historical data (FY20-21) and outlook (FY22) against long-term target ranges.analyze_data
Open slide detailLoop · Quick Win Big Bet
38
The slide uses a chevron-style layout to connect the 'Affirm is...' premise to three strategic focus areas.summarize
Open slide detailLoop · Quick Win Big Bet
40
state_next_steps
42
Metrics are unaudited.analyze_data
43
Metrics are unaudited.analyze_data
44
Includes footnotes regarding stock-based compensation and other costs.analyze_data
45
Includes a footnote explaining 'Other Costs'.analyze_data