SmileDirectClub Investor Presentation Deck
Brand and business model are well positioned to take
advantage of large market with unique set of strategic assets.
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Large and
growing market
Trusted brand
among customers
& professionals
Leading
orthodontic
telehealth channel
Differentiated
value proposition
via teledentistry
platform
smile
DIRECT CLUB
Vertically
integrated
model
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I
I
Global orthodontics market is large and underserved, and TAM is expanding as aligners are more accessible
Secular shift from wires and brackets to clear aligners
COVID-19 has accelerated facetime: we've never been more aware of our own smiles
Brand that consumers love (more than 2.0M smiles straightened)
Second largest aligner brand and largest telehealth orthodontics brand in the world
Premier teledentistry platform offering consumers accessibility & convenience
Largest telehealth orthodontic channel in the world provides attractive unit economics and substantial growth
despite temporary macroeconomic factors
Strong omnichannel presence maximizes consumer addressability
Closed loop system offers optimal conversion from sophisticated CRM strategy and opportunities to enhance
clinical outcomes from robust data library
Complementary to telehealth offering, meeting patients where and when they are: in-chair or at home
Professional channel strategy enhances options for consumers to seek treatment, broadening addressability
Addresses key consumer demands offering convenience, access and lower cost of care
Substantial investment in treatment planning, manufacturing, contact center and teledentistry platform
>$400M of capex, including streamlined state-of-the-art manufacturing facility in Tennessee
Vertically integrated model allows business to gain profitable leverage on scale and effectively focus on the
end-to-end customer experience
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