{
  "docId": "019de510-6950-7438-8d54-fd1b6075c353",
  "docSlug": "c0d460ac3a0cdf30fdde69facf4b1320",
  "documentTitle": "Berkshire Grey | SPAC Presentation Deck | 45 slides",
  "authorId": "berkshire-grey",
  "authorName": "Berkshire Grey",
  "documentKindSlug": "pitchdeck",
  "documentKindLabel": "Pitch deck",
  "sourceTypeSlug": "investment_bank",
  "sourceTypeLabel": "Investment bank",
  "presentationDate": "2021-02-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 21,
  "pageCount": 45,
  "prevPage": 20,
  "nextPage": 22,
  "slideType": "customer_logos",
  "function": "show_traction",
  "density": "overcrowded",
  "nDataPoints": 8,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de510-6950-7438-8d54-fd1b6075c353/21",
  "deckHref": "/decks/019de510-6950-7438-8d54-fd1b6075c353",
  "deckJsonHref": "/decks/019de510-6950-7438-8d54-fd1b6075c353.json",
  "deckAnchorHref": "/decks/019de510-6950-7438-8d54-fd1b6075c353#slide-21",
  "components": [
    {
      "bbox": {
        "h": 0.03,
        "w": 0.1,
        "x": 0.63,
        "y": 0.17
      },
      "kind": "image",
      "text": "FedEx.",
      "attrs": {},
      "subkind": "logo",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2cef747b-e344-4f8e-9675-970484b58e97",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.12,
        "x": 0.42,
        "y": 0.17
      },
      "kind": "image",
      "text": "TARGET",
      "attrs": {},
      "subkind": "logo",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5b8fdebf-7c80-444b-ad96-b5d613abe8bb",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.16,
        "x": 0.21,
        "y": 0.17
      },
      "kind": "image",
      "text": "Walmart",
      "attrs": {},
      "subkind": "logo",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "79d0ead8-5a7e-4fad-b23a-59482858bd6a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.07,
        "x": 0.84,
        "y": 0.17
      },
      "kind": "image",
      "text": "TJX",
      "attrs": {},
      "subkind": "logo",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b49b2a6e-9a6e-4089-b07c-8e7f227afec2",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.7,
        "x": 0.17,
        "y": 0.8
      },
      "kind": "list",
      "text": "Mix shift to recurring and re-occurring revenue as Berkshire Grey scales",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0a9f00fb-d367-4c40-a0e9-c736ee896aa5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.3,
        "x": 0.63,
        "y": 0.45
      },
      "kind": "list",
      "text": "Penetration and cross-sell within same customer",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0d725590-f015-4fd4-ad78-982da146e6c9",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.3,
        "x": 0.22,
        "y": 0.45
      },
      "kind": "list",
      "text": "Immediate commercial opportunity",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0e682b9d-2011-46dc-b54f-cabe3442aefc",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.76,
        "x": 0.17,
        "y": 0.76
      },
      "kind": "list",
      "text": "Aggregate revenue represents only a small percentage of current anchor customer CapEx",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2b4c8483-5475-4ad5-bcb2-f3f204c907b2",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.54,
        "x": 0.17,
        "y": 0.68
      },
      "kind": "list",
      "text": "Significant penetration potential, with $1.3bn+ 5-year pipeline",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2bdd4b90-b5cb-40d2-8a6c-89d17ed57de8",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.3,
        "x": 0.63,
        "y": 0.56
      },
      "kind": "list",
      "text": "Desire to roll-out automation globally",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4447d37e-8691-41cf-bf7b-373770099b0d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.12,
        "x": 0.03,
        "y": 0.72
      },
      "kind": "list",
      "text": "Conversion of large opportunity into revenue",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "587a375f-9a3d-44e8-9e8a-e37c431b4b35",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.66,
        "x": 0.17,
        "y": 0.84
      },
      "kind": "list",
      "text": "Significant opportunity to monetize large and growing installed base",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7fa15596-5fb7-4144-8ec5-a2d8c9a35657",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.12,
        "x": 0.03,
        "y": 0.23
      },
      "kind": "list",
      "text": "Significant penetration potential",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8489489c-a82e-4ba4-972f-45f6e68f7448",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.25,
        "x": 0.22,
        "y": 0.56
      },
      "kind": "list",
      "text": "High-level executive access",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "916f6eb9-c0f0-4fbf-b67c-0846af58461c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.12,
        "x": 0.03,
        "y": 0.44
      },
      "kind": "list",
      "text": "Targeted commercial strategy across verticals",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ba238f13-a1f4-4837-9ae0-e6e5bfebb0ab",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.48,
        "x": 0.17,
        "y": 0.72
      },
      "kind": "list",
      "text": "Multiple upside opportunities exist in the long-run",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f2607ca7-8246-4f3b-b3de-d72703fccdb1",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.08,
        "x": 0.5,
        "y": 0.28
      },
      "kind": "metric",
      "text": "1,910 Distribution centers (2)",
      "attrs": {},
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8aca2c3b-1f3b-46bf-a721-cfa8c421047b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.08,
        "x": 0.91,
        "y": 0.28
      },
      "kind": "metric",
      "text": "29 Distribution centers",
      "attrs": {},
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8f5b4c33-b539-4a59-be13-e4bd0fe36276",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.08,
        "x": 0.39,
        "y": 0.28
      },
      "kind": "metric",
      "text": "$3bn 2021E CapEx",
      "attrs": {},
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "960ebdb3-bcfb-4f56-a7b6-37c0470a8b4e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.08,
        "x": 0.71,
        "y": 0.28
      },
      "kind": "metric",
      "text": "605 Distribution centers",
      "attrs": {},
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a98e2323-4dc6-41fe-a1e4-3a671fbda490",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.08,
        "x": 0.29,
        "y": 0.28
      },
      "kind": "metric",
      "text": "3,979 Distribution centers (1)",
      "attrs": {},
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "db18e0e0-814a-4b99-beb4-47542239aac4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.08,
        "x": 0.18,
        "y": 0.28
      },
      "kind": "metric",
      "text": "$11bn 2021E CapEx",
      "attrs": {},
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "db662828-4cff-449a-9351-e1ff04e558f8",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.08,
        "x": 0.81,
        "y": 0.28
      },
      "kind": "metric",
      "text": "$1bn 2021E CapEx",
      "attrs": {},
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "fea42dfb-9c6c-4b4d-a9a0-51ac821cb50f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.08,
        "x": 0.6,
        "y": 0.28
      },
      "kind": "metric",
      "text": "$6bn 2021E CapEx",
      "attrs": {},
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ff842fa8-8763-4129-8ddf-c1c3ec30cea4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.01,
        "w": 0.16,
        "x": 0.15,
        "y": 0.93
      },
      "kind": "source-note",
      "text": "(1) Includes US supercenters.",
      "attrs": {},
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "39b387c0-65ad-4a50-80c0-1476c55ce1e1",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.01,
        "w": 0.1,
        "x": 0.15,
        "y": 0.94
      },
      "kind": "source-note",
      "text": "(2) Includes stores.",
      "attrs": {},
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "866d0e76-4cf6-45df-88a7-a006b2db3f36",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.01,
        "w": 0.34,
        "x": 0.15,
        "y": 0.92
      },
      "kind": "source-note",
      "text": "Source: Company management, public filings and FactSet.",
      "attrs": {},
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e725acd0-afcf-4055-bebf-ac431dd56d1f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.42,
        "x": 0.03,
        "y": 0.03
      },
      "kind": "title",
      "text": "Anchor Customer Overview",
      "attrs": {},
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "fc411d5b-40a0-4bdb-a3a4-00458c408df8",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [],
  "loops": [
    {
      "to": 22,
      "from": 20,
      "name": "Quick Win Big Bet",
      "slug": "47-quick-win-big-bet",
      "bestFor": "Transformation planning, 100-day plans, resource allocation",
      "matchId": "34dceb10-3b57-4031-8eb9-11e04bdc552c",
      "evidence": "The traction section highlights the $1.7+ Billion Pipeline",
      "position": 2,
      "objective": "Significant commercial validation and momentum",
      "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap",
      "confidence": 0.6,
      "description": "Separate initiatives into immediate wins and longer-term strategic bets"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}