There are occasions within the lifetime of a startup while you don’t really need or want to lift cash, however a chance comes alongside that’s so good that you simply create a model new spherical simply to have the ability to herald a strategic investor.
That was the state of affairs Danish animation and movement seize firm Rokoko discovered itself in over the summer season. I wrote about its $3 million strategic spherical that valued the corporate at $80 million — a spherical pulled collectively particularly to let Zepeto purchase its manner onto Rokoko’s cap desk.
When that kind of factor occurs, you usually don’t want an in-depth deck; the investor is already fairly positive they need to make investments, and also you’re fairly positive you need the investor. Moreover, if the deal doesn’t occur … whatevz, you didn’t want the cash anyway.
Once I talked with Rokoko, I discovered myself questioning: What have been they utilizing as a deck on this very particular circumstance? Fortunately, the corporate’s CEO was blissful to share the deck with me. So for this week’s pitch deck teardown, I’ve obtained one thing barely uncommon: a strategic extension deck!
Let’s take a more in-depth look.
We’re in search of extra distinctive pitch decks to tear down, so if you wish to submit your personal, right here’s how you are able to do that.
Slides on this deck
Cowl slide
Downside slide
Resolution slide
Product street map slide
Market dimension slide
Market trajectory slide
“Industrial Flywheel” — enterprise mannequin slide
“The Rokoko Platform in 2 years” — product street map slide (redacted)
“Conquering new verticals, beginning with well being” — market alternative/enlargement slide
Crew slide
“We transfer on the world’s strongest dataset of human movement” — market trajectory slide
“Firm background” — metrics and progress slide (redacted)
Monetary projections (redacted)
“Rokoko at a look” — KPI slide
“Fundraising historical past” — fundraising journey slide, with valuations
Closing slide
Three issues to like
Should you’re constructing an organization within the creator area, you’d greatest have a gorgeous deck. And oh my precise goodness does Rokoko ship on that entrance.
Utter readability
[Slide 2] Downside slide. Picture Credit score: RokokoThe group at Rokoko is all about movement and the capturing thereof. How the ever-loving hell do you seize that in a still-frame slide deck? Properly, Slide 2 offers you the reply. This slide is an absolute masterpiece of storytelling. By contextualizing a human in movement subsequent to a digital counterpart, Rokoko shows in a single side-by-side what it does.
The {photograph} is nice, after all, and it evokes movement and motion. Anybody who’s ever tried animating one thing by hand is aware of how arduous it’s to get motion to look pure. The 2 pictures go a great distance, and the textual content additional rams residence the purpose: We live in a universe the place a variety of movement must be captured with a view to make animators’ lives simpler. It’s not arduous to think about that that’s true for video games, animated films, and far more. I really like the simplicity of this slide and the way a lot work it does. It’s an effective way to ascertain the dialog.
An enormous market with large adjoining markets
You recognize all that reward I simply heaped on Rokoko above? It will get higher. I’m already satisfied that it is a good alternative, however then they go and inform us that there’s an enormous quantity of extra alternatives as nicely:
[Slide 4] Adjoining markets. Picture Credit score: Rokoko
Should you’re constructing an organization within the creator area, you’d greatest have a gorgeous deck. And oh my precise goodness does Rokoko ship on that entrance.
It is sensible that creators — particularly low and mid-budget video games and animation producers — are an enormous and rising market. Seeing that Rokoko has thought of (and is executing in opposition to) a market enlargement is precisely what traders need to see.
For lots of firms, I might push again at this level, saying that that is fragmentation and lack of focus, however I actually like how Rokoko tells the story on this occasion: They’re interested by well being and life sciences, web3, sports activities, and different use instances, however they’re not making an enormous deal out of it. It exhibits that they’re retaining tabs on issues with out actually diverting too many assets. Not less than, that’s what I’m hoping. If I have been trying to make investments, I’d ask them what number of assets they’re utilizing, however given how this slide is designed and worded, I’m assured that they’re operating some pilots/early assessments.
The outlier is “Robotics and Automotive,” the place the corporate casually drops the truth that they’ve Tesla, Volkswagen, BMW, Ford, and Mercedes as present clients. That’s underplaying what’s happening, however it’s an effective way to inform this a part of the story. Sure, there’s a flurry of questions instantly leaping to thoughts: How are they utilizing your product? What are the contracts value? How did you get them? What are you able to do to develop your presence there? How are you going to decide up much more robotics and automotive shoppers? However so far as the storytelling goes, it hints at a stable core market (creators) and a plethora of probably profitable market extensions. It’s an incredible place to be as a startup.
Oh and about these creators …
The primary time I clicked by Rokoko’s deck, I used to be confused in regards to the ordering; I might have switched slides 4 and 5. However interested by it extra intently, I see what they’re doing. As an alternative of doing a “that is our core and listed below are the opposite alternatives,” they’re doing it the opposite manner round. Slide 4 exhibits the lay of the land after which Slide 5 drills deeper on the core audiences, exhibiting that there’s an enormous progress alternative.
[Slide 5] About these creators … Picture Credit score: RokokoThis slide tells such an vital a part of Rokoko’s story — Slide 4 lined the general panorama, and right here the corporate double-clicks on the creator economic system; the extra context exhibits the place beginner and low-end professional producers are placing their content material. And it’s encouraging to see that the corporate has area to develop into extra high-end content material, too, produced by the likes of Disney+, Apple TV+, Hulu, HBO Max, Prime Video and Netflix. It exhibits the width and breadth of the purchasers who’re utilizing these providers.
This spherical is all about bringing in an investor who already desires to be concerned, so I’ll forgive Rokoko for this, but when this have been a extra basic VC spherical, I’d invite them to speak extra about what that “robust progress” seems to be like in numbers.
In the remainder of this teardown, we’ll check out three issues Rokoko might have improved or accomplished otherwise, together with its full pitch deck!
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