Assessing the Impact of Big Tech on Venture Investment

Oliver Wyman
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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Slide inventory

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every slide · same image gating as the playbook
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Slide 1
front_matter
Open slide detailBeat · Setup
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other
Open slide detailBeat · Setup
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front_matter
Open slide detailBeat · Setup
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The slide outlines the research mandate commissioned by Facebook to Oliver Wyman.establish_context
Open slide detailBeat · Setup
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The slide provides a narrative summary of market dynamics rather than a visual chart.summarize
Open slide detailBeat · Industry TrendsLoop · Mece Breakdown
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FGA likely refers to 'Focused Growth Areas' or a similar industry-specific term; the slide uses a numbered list format to address specific hypotheses.diagnose
Open slide detailBeat · Industry TrendsLoop · Mece Breakdown
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transition
Open slide detailBeat · Industry TrendsLoop · Mece Breakdown
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The slide uses a timeline-based chart to contextualize market growth against macroeconomic events.analyze_data
Open slide detailBeat · Industry TrendsLoop · Mece Breakdown
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The chart uses a stacked area format to show the growth of technology vs other sectors over time.analyze_data
Open slide detailBeat · Industry TrendsLoop · Mece Breakdown
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The chart uses a stacked bar comparison to illustrate the discrepancy between VC investment allocation and public market valuation.analyze_data
Open slide detailBeat · Industry TrendsLoop · Mece Breakdown
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The chart uses a waterfall-style layout to rank subsectors by growth rate.analyze_data
Open slide detailBeat · Industry TrendsLoop · Mece Breakdown
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The chart uses a dual-axis line graph to illustrate the decoupling of deal volume and deal value.analyze_data
Open slide detailBeat · Industry TrendsLoop · Mece Breakdown
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The chart uses a stacked bar format to show the composition of deal sizes over time.analyze_data
Open slide detailBeat · Industry TrendsLoop · Mece Breakdown
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Includes CAGR data for two periods ('07-'15 and '15-'17) and annotations for market phases.analyze_data
Open slide detailBeat · Industry TrendsLoop · Mece Breakdown
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The slide uses a table to show correlation between subsector performance and overall market trends.analyze_data
Open slide detailBeat · Diagnosis
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The slide highlights a shift in funding mix and provides CAGR data for different periods.analyze_data
Open slide detailBeat · Diagnosis
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The chart illustrates the dominance of early-stage deals in the technology sector over time, with a peak in 2012-2013.analyze_data
Open slide detailBeat · Diagnosis
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The slide uses two line charts to compare funding trends across two stages of startup investment.analyze_data
Open slide detailBeat · Diagnosis
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The slide uses two line charts to contrast traditional venture series growth with the more volatile secondary market growth.analyze_data
Open slide detailBeat · Diagnosis
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The slide uses two stacked bar charts to compare deal value and deal volume trends across regions (US, UK, Europe, Rest of World) with CAGR metrics.analyze_data
Open slide detailBeat · Diagnosis
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transition
Open slide detailBeat · Diagnosis
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The slide uses a numbered list format to structure the diagnostic framework.diagnose
Open slide detailBeat · Diagnosis
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The slide highlights that FGA's market share is consistently low, with deal value percentages higher than deal volume percentages, suggesting participation in lquantify_impact
Open slide detailBeat · Impact SizingLoop · Cost Of Inaction
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The chart uses a stacked bar approach to highlight specific mega-deals in 2012 and 2014.quantify_impact
Open slide detailBeat · Impact SizingLoop · Cost Of Inaction
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The slide uses a comparison table/matrix structure to contrast growth outcomes.diagnose
Open slide detailBeat · Impact SizingLoop · Cost Of Inaction
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FGA refers to Facebook, Google, and Amazon. The chart uses a stacked bar format to show the composition of R&D spending by company against total venture investmquantify_impact
Open slide detailBeat · Impact SizingLoop · Cost Of Inaction
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The chart uses a trend line excluding the technology sector to highlight its outlier status.quantify_impact
Open slide detailBeat · Impact SizingLoop · Cost Of Inaction
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appendix
Open slide detailBeat · Resolution
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Methodology disclosure slide.summarize
Open slide detailBeat · Resolution
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front_matter
Open slide detailBeat · Resolution