Opendoor | Investor Presentation Deck | 50 slides

Opendoor · 2022-05
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 2
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Deck intelligence map

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coverage by narrative range · generated from this deck JSON

Slide inventory

50
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
show_traction
Open slide detailBeat · Traction
04
The slide uses a standard 'Investment Highlights' format common in investor decks.summarize
Open slide detailBeat · Traction
05
The slide uses a progressive disclosure style where only the first point is highlighted, though all are visible.summarize
Open slide detailBeat · Traction
06
Uses a bubble chart for market size comparison and a pie chart for agent transaction volume distribution.size_opportunity
Open slide detailBeat · Problem
07
Uses a process diagram to illustrate the friction in the home selling/buying journey.frame_problem
Open slide detailBeat · ProblemLoop · Cost Of Inaction
08
Uses a comparison table/chart hybrid to frame the market opportunity.argue_timing
Open slide detailLoop · Cost Of Inaction
09
The slide uses a progressive disclosure style where one item is highlighted while others are faded.summarize
Open slide detailLoop · Why Now
10
inspire_vision
Open slide detailBeat · Solution
11
present_solution
Open slide detailBeat · Solution
12
The slide uses a numbered process flow to simplify the user experience.plan_implementation
13
The slide uses a bar chart to compare Opendoor's NPS against traditional real estate services.show_traction
14
The slide uses a progressive disclosure style where only one item is fully opaque/highlighted.summarize
15
The slide uses a horizontal process/value-chain layout to show the integration of different business functions.present_solution
16
The slide illustrates the data moat through three pillars: external data sources, granular feature-level adjustments, and growth in proprietary home assessment present_solution
17
The data shows a clear correlation between the increase in automation percentage and the surge in total offer volume by 2021.show_traction
18
The slide uses two side-by-side bar charts to correlate technical model improvements with business growth metrics.show_traction
19
The slide uses a three-column layout to demonstrate operational improvements over time.present_solution
20
The chart shows a 13x efficiency gain for Opendoor.compare_peers
21
The slide uses a progressive disclosure style where one item is highlighted while others are faded.summarize
22
The slide emphasizes the growth potential by showing a small current market share despite a broad geographic footprint.size_opportunity
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show_traction
24
The chart illustrates a cohort analysis of market share by year of market launch.show_traction
25
The map shows geographic coverage with specific callouts for Phoenix, Tucson, Atlanta, Charlotte, and Jacksonville.show_traction
Open slide detailBeat · Financials
26
The slide uses a list format where one item is highlighted with a blue bar, suggesting this is part of a sequence or a focus slide.summarize
Open slide detailBeat · Financials
27
The chart uses a waterfall bridge to explain the delta between 3.5% and 6.5% contribution margin.analyze_data
Open slide detailBeat · Financials
28
The slide demonstrates unit economics improvement over time across different market launch cohorts.show_traction
Open slide detailBeat · Financials
29
The slide uses a comparison table to demonstrate the leverage effect on unit economics.analyze_data
Open slide detailBeat · Financials
30
The slide uses a visual hierarchy where only one bullet point is fully opaque, emphasizing 'Durable financial profile across market cycles'.summarize
Open slide detailBeat · Financials
31
The slide uses a 'CAGR' annotation to summarize growth trends over the period.show_traction
Open slide detailBeat · Financials
32
The slide highlights strong CAGR growth for both metrics.show_traction
Open slide detailBeat · Financials
33
The slide tracks financial efficiency metrics over time, highlighting a trend toward profitability.show_traction
Open slide detailBeat · Financials
34
The slide uses a combination of qualitative pillars and quantitative performance metrics to demonstrate risk mitigation effectiveness.analyze_data
35
The slide uses a bar chart to visually demonstrate that Opendoor has a significantly shorter asset holding period than traditional real estate investment categocompare_peers
36
The chart illustrates historical HPA volatility, while the footer text emphasizes operational resilience.show_traction
37
The slide uses historical FHFA data to argue that the company's 4-6% contribution margin is sufficient to withstand market volatility.argue_timing
38
The slide details the composition of $11.3B in debt facilities and highlights the total $35B+ purchasing power.analyze_data
39
The slide uses a list format to highlight key value drivers, with one item highlighted in a blue box.summarize
40
The chart shows a dip in 2020 attach rate (86.5% to 77.4%) and volume (28k to 13k) which is explained in the footnote as a capacity issue.show_traction
41
Includes non-GAAP metrics and forward-looking statements.analyze_data
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summarize
43
front_matter
45
This is a standard financial disclosure slide mapping non-GAAP metrics to GAAP P&L line items.summarize
46
Standard financial disclosure slide for non-GAAP metrics.analyze_data
47
Standard financial disclosure slide for public company reporting.analyze_data
48
The table provides a detailed breakdown of non-GAAP adjustments including stock-based compensation, restructuring, and various other operating expense items.analyze_data
49
This slide provides the technical definitions for the company's proprietary financial metrics used in the pitch deck.appendix
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Page 50 of the deck.appendix