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Smalls Pitch Deck 2023 / Pitch

Subscriber base grew 8x since 2020 with steady CAC efficiency

Total active subscribers increased 8x from Q1 2020 to Q4 2021, while maintaining disciplined CAC and benefiting from channel mix diversification in Q4

Slide 12 of 24

  1. Smalls — premium cat food delivered fresh 01
  2. Premium pet food market surges with millennial pet owners 02
  3. Premium cat food brands lack authentic positioning 03
  4. Smalls' positioning: make nine lives ten 04
  5. Smalls is the sole leader in fresh, refrigerated cat food 05
  6. Ultra-palatable formula meets diverse cat health needs 06
  7. Four-step quiz to personalized recurring delivery 07
  8. Why now — timing section header 08
  9. Inflection point: 2x growth, $12.5M raise unlocks acceleration 09
  10. Ten-fold manufacturing capacity increase achieved 10
  11. Five specialized leaders drive business transformation 11
  12. Subscriber base grew 8x since 2020 with steady CAC efficiency 12
  13. Performance metrics and retention 13
  14. 8x subscriber growth since 2020 with disciplined unit economics 14
  15. Customer-first support drives lifelong retention 15
  16. Multi-year customer retention with minimal long-tail churn 16
  17. Five-year LTV trajectory on path to $XXX per customer 17
  18. Future plans and expansion roadmap 18
  19. Evolution from cat food brand to holistic cat brand 19
  20. Adjacent market opportunity: accessories, treats, services 20
  21. Strong attach rates position expansion into cat accessories 21
  22. Raising $12.5M to expand into cat brand ecosystem 22
  23. Interested in supporting Smalls? 23
  24. Thank you for your time 24

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Curated by Muharrem Senyil

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