The Zynga IPO presentation is in the public domain, you can watch the video here. I watched the first 15 minutes of the presentation. Some comments.
Overall it is a pretty good presentation. The slides are organized, decently formated, the speakers are clear. And I guess this is what you have to do for a video-ed delivery about an investment opportunity that is aired for everyone to see on the Internet.
But what could be improved?
I think the presentation was taped with a tele-prompter as the only audience. The pace of speaking is constant. The result could have been better to put in a small live audience in the camera room, to make the delivery more real, more emotional.
Zynga must have many highly skilled graphics designers. I would shed the red border around the slides, get rid of the clouds in the title, but ad more game props and other graphics inside the slides to get the Zynga cartoon-like graphic style in the slides. The team slide with the cartoon characters and the logos of the previous employers is a good example.
The opening slide with the bullet points is an example how bullet do not stick. The slide gets put up. We look at the speaker, try to figure him out. We look at the background, the globe, the dog, start reading the points and note that the speaker is sticking exactly to the bullets. The content of the bullets does not sink in. The bullet slide could have been shortened and instead the opening shot could be focussed on just one message: we have Amazon in shopping, Google in search, Facebook in social, and now there will be Zynga in gaming for the next decade. If you want to invest in social gaming, there is no alternative but to invest in us.