cb q1 2024 ie outlook report

J.P. Morgan
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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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

15
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Attention
02
summarize
Open slide detailBeat · Attention
03
front_matter
Open slide detailBeat · Need
04
The slide highlights a divergence between public market recovery and venture capital investment, contextualized by inflation and interest rate trends.analyze_data
Open slide detailBeat · NeedLoop · Logic Chain
05
Includes two charts: a bar chart for US venture investment and a line chart for deal activity. Includes qualitative trends and implications.analyze_data
Open slide detailBeat · NeedLoop · Logic Chain
06
Includes two charts: a combo bar/line chart for dry powder/fundraising and a line chart for rates. Includes trend analysis and implications for LPs.analyze_data
Open slide detailLoop · Logic Chain
07
The chart combines a bar chart for active VCs and line charts for business formations and the demand-to-supply ratio.analyze_data
Open slide detailLoop · Logic Chain
08
Includes indexed line chart for deal counts and stacked bar charts for investment composition.analyze_data
Open slide detailLoop · Logic Chain
09
The slide uses an indexed line chart to show relative valuation changes from Q1 2022 to Q4 2023, paired with a detailed data table and qualitative commentary.analyze_data
Open slide detailLoop · Logic Chain
10
Includes a horizontal bar chart for business challenges and a multi-series data table for funding round intervals.analyze_data
Open slide detailLoop · Logic Chain
11
The slide uses stacked bar charts for business expectations and a grouped bar chart for company planning activities.analyze_data
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
12
The slide highlights a mismatch between the high desire for acquisition/IPO and the actual muted exit activity in 2023.diagnose
Open slide detailBeat · Satisfaction
13
Includes J.P. Morgan branding and PitchBook data source.analyze_data
Open slide detailBeat · Visualization
14
The slide uses dual charts to contrast M&A/buyout volume with IPO activity and unicorn accumulation.analyze_data
Open slide detailBeat · Visualization
15
other
Open slide detailBeat · Action