ChargePoint SPAC Presentation Deck
Investment Highlights
Massive Total
Addressable Market
+ EVS projected to be 9.9%
of new vehicles sold in
2025 and 29.2% in 2030
in the U.S. and Europe
(compared to 2.6% in
2019)1
+ EV charging infrastructure
investment projected to be
-$190B by 2030²
Winning
Business Model
+ As EV penetration grows,
we grow. Monetization not
tied to energy or utilization.
+ Vertically integrated,
complete portfolio of
networked solutions
+ Platform technologies
provide major advantages
in fleet applications
1 Source: BloombergNEF Electric Vehicle Outlook 2020 (Passenger Vehicles)
2 Source: BloombergNEF Electric Vehicle Outlook 2020
2020 ChargePoint, Inc.
Strong
Competitive Moats
+ Significant level of capital
raised to date has powered
differentiation (R&D and go
to market engine)
AMERICAN
ELECTRIC
POWER
DAIMLER
QUANTUM
ENERGY
PARTNERS
Chevron
CPP
+ >4K customers; high
switching costs
INVESTMENT
BOARD
SIEMENS
+ Deep ecosystem
integrations, open network
with broad reach
Market
Model
Moats
-chargepoin+
Strong Capital-Light
Growth
+ Continued EV adoption
across segments
Growth
+ Minimal capex required
to scale
+ Recurring revenue
streams provide strong
financial visibility
+ Company revenue grew
60% YOY in 2019 and
projected at 60% CAGR
from 2021 to 2026
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