2021 Accel On the path to global domination

Accel
arc beats above · slides in the middle · loops below · scroll → 6 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

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coverage by narrative range · generated from this deck JSON

Slide inventory

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every slide · same image gating as the playbook
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Slide 1
front_matter
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The chart uses a grouped bar format to show year-over-year growth for each company, segmented into 'Growers', 'Up and Comers', and 'Losing Momentum'.analyze_data
Open slide detailBeat · Surface ObservationLoop · Pattern Hunter
03
The slide uses a donut chart for market value growth and bar charts for multiples and growth rates.quantify_impact
Open slide detailBeat · Surface ObservationLoop · Pattern Hunter
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The chart displays two sets of data: market value change (bars) and NTM growth rate (boxes).analyze_data
Open slide detailBeat · Surface ObservationLoop · Pattern Hunter
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The chart shows significant outperformance of cloud-specific indices compared to the broader NASDAQ index.compare_peers
Open slide detailBeat · Surface ObservationLoop · Pattern Hunter
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The slide uses a bar chart format to rank top performers in three categories, with country flags indicating the origin of each company.summarize
Open slide detailBeat · Surface ObservationLoop · Pattern Hunter
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The slide highlights Accel's global reach and investment scale, specifically focusing on 'unicorns'.establish_context
Open slide detailBeat · Surface ObservationLoop · Pattern Hunter
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front_matter
Open slide detailBeat · Surface Observation
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The chart illustrates year-over-year growth in market cap for a selection of US, European, and Israeli cloud companies.quantify_impact
Open slide detailBeat · Surface ObservationLoop · Pattern Hunter
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The chart tracks market valuation multiples for cloud companies over a 16-year period.analyze_data
Open slide detailBeat · Surface ObservationLoop · Pattern Hunter
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The chart uses a waterfall-style bar arrangement to show sector growth, with specific company logos as examples within the bars.analyze_data
Open slide detailBeat · Surface ObservationLoop · Pattern Hunter
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The slide highlights the growth in IPO volume and valuation multiples in the cloud sector.analyze_data
Open slide detailBeat · Surface ObservationLoop · Pattern Hunter
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The slide uses a stacked bar chart for market cap distribution and a simple bar chart for average capital raised.analyze_data
Open slide detailBeat · Surface ObservationLoop · Pattern Hunter
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compare_options
Open slide detailBeat · Surface ObservationLoop · Pattern Hunter
15
The slide highlights a discrepancy between the massive cash reserves of large cloud companies and the scale of recent M&A activity.analyze_data
Open slide detailBeat · Surface ObservationLoop · Pattern Hunter
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The slide uses a simple bar chart comparison to highlight growth in private market activity.establish_context
Open slide detailBeat · Surface ObservationLoop · Pattern Hunter
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Market snapshot comparing VC funding vs public raises and unicorn valuations vs public company valuations.quantify_impact
Open slide detailBeat · Surface ObservationLoop · Pattern Hunter
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summarize
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The chart highlights the significant increase in market cap and the number of public cloud companies over a three-year period.quantify_impact
Open slide detailBeat · First LayerLoop · Zoom In
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The slide highlights a significant increase in both IPO volume and valuation multiples for the specified region and sector.analyze_data
Open slide detailBeat · First LayerLoop · Zoom In
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Data represents Europe & Israeli cloud companies. Source: Keybanc, JP Morgan, Capital IQ.analyze_data
Open slide detailBeat · First LayerLoop · Zoom In
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The chart displays 12 companies with their respective IPO market caps, with a specific callout for the top 3.analyze_data
Open slide detailBeat · First LayerLoop · Zoom In
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The slide uses a logo-grid to represent companies within valuation tiers ($1B+, $2.5B+, $5B+, $10B+).size_opportunity
Open slide detailBeat · First LayerLoop · Zoom In
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The slide uses a bar chart to show YoY funding growth and a bubble/circle chart to show total unicorn value.quantify_impact
Open slide detailBeat · First LayerLoop · Zoom In
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The slide highlights the significant capital flow into private markets compared to public markets for cloud companies in the specified regions.analyze_data
Open slide detailBeat · First LayerLoop · Zoom In
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The slide uses two pie charts for total and new unicorn counts, and a bar chart for unicorn density per capita.analyze_data
Open slide detailBeat · First LayerLoop · Zoom In
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The slide uses a combination of a bar chart for time-to-unicorn and a row of circular badges for the count of unicorns.compare_peers
Open slide detailBeat · First LayerLoop · Zoom In
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transition
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compare_peers
Open slide detailBeat · Deeper LayerLoop · Tale Two Worlds
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The slide compares six distinct metrics across two geographic regions.compare_peers
Open slide detailBeat · Deeper LayerLoop · Tale Two Worlds
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The slide highlights that the US has larger private funding rounds compared to Europe and Israel.compare_peers
Open slide detailBeat · Deeper LayerLoop · Tale Two Worlds
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compare_options
Open slide detailBeat · Deeper LayerLoop · Tale Two Worlds
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summarize
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This slide acts as a methodology or scope overview for the report.establish_context
Open slide detailBeat · Core InsightLoop · Segmentation Split
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The slide uses a grid-based taxonomy to organize companies into 7 vertical columns and 5 horizontal functional rows.present_framework
Open slide detailBeat · Core InsightLoop · Segmentation Split
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analyze_data
Open slide detailBeat · Core InsightLoop · Segmentation Split
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The slide uses horizontal bar charts to show company distribution across size and funding buckets.analyze_data
Open slide detailBeat · Core InsightLoop · Segmentation Split
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size_opportunity
Open slide detailBeat · Core InsightLoop · Segmentation Split
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analyze_data
Open slide detailBeat · Core InsightLoop · Segmentation Split
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summarize
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state_next_steps
Open slide detailBeat · ImplicationsLoop · Pattern Hunter
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Includes logos of major automation players (Celonis, UiPath, Genesis, Salesforce, Bryter, Automation Anywhere, ServiceNow).summarize
Open slide detailBeat · ImplicationsLoop · Pattern Hunter
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Includes logos of AI content startups: Reface, Hour One, Deepbrain AI, AI Rudder, Synthesia, Rephrase.ai.size_opportunity
Open slide detailBeat · ImplicationsLoop · Pattern Hunter
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Includes logos of key industry players in the cloud security space.establish_context
Open slide detailBeat · ImplicationsLoop · Pattern Hunter
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Includes logos of key players: Moov, Modern Treasury, Codat, Swan, Unit.size_opportunity
Open slide detailBeat · ImplicationsLoop · Pattern Hunter
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summarize
Open slide detailBeat · ImplicationsLoop · Pattern Hunter
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The slide categorizes tools into Collaboration, Workforce management, and Talent Management and sourcing.present_solution
Open slide detailBeat · ImplicationsLoop · Pattern Hunter