Bessemer Venture Partners · consulting-deck
2021 Bessemer Venture Partners State of Cloud 2021
71 pages · 3 arc beats · 8 loops
2021 Bessemer Venture Partners State of Cloud 2021
Bessemer Venture Partners arc beats above · slides in the middle · loops below · scroll → 8 LOOPS
151015202530354045505560657071
Deck intelligence map
3 coverage by narrative range · generated from this deck JSON
Narrative range 64 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
The Facts (What) 28 slides 100% 28/28 slides 100% 28/28 slides · 133 hits — 0/28 slides
92.9% 26/28 slides · 66 hits 3.6% 1/28 slides · 2 hits 100% 28/28 slides · 55 hits 82.1% 23/28 slides The Implications (So What) 27 slides 100% 27/27 slides 100% 27/27 slides · 152 hits — 0/27 slides
85.2% 23/27 slides · 52 hits 25.9% 7/27 slides · 9 hits 100% 27/27 slides · 54 hits 96.3% 26/27 slides The Action (Now What) 9 slides 100% 9/9 slides 100% 9/9 slides · 53 hits — 0/9 slides
100% 9/9 slides · 12 hits 33.3% 3/9 slides 100% 9/9 slides · 18 hits 88.9% 8/9 slides Slide inventory
71 every slide · same image gating as the playbook
03
The slide is being presented by two speakers in a conference room setting.establish_context
Open slide detailBeat · The Facts (What)
04
Includes a callout bubble questioning the impact of a global pandemic.compare_options
05
The slide uses a visual metaphor of an astronaut on a phone screen to represent the 'future of work' theme.summarize
06
The chart illustrates the rapid market crash in early 2020.establish_context
07
Likely used as a visual metaphor for social distancing, organization, or structured environments.filler
Open slide detailBeat · The Facts (What)
08
The slide uses a layered design with two overlapping panels containing the same four individuals.other
Open slide detailBeat · The Facts (What)
09
This slide appears to be a placeholder or a 'filler' slide showing the team in a remote work setting.other
Open slide detailBeat · The Facts (What)
11
The slide uses a large metric callout to emphasize growth, accompanied by a visual of the product in use.quantify_impact
12
The slide uses a large percentage metric to establish market context for the Brightwheel platform.establish_context
14
Procore branding present; uses a large metric callout to emphasize market size.size_opportunity
16
The slide is a screenshot of a tweet.illustrate_case
17
The chart displays market cap values for Zoom, ServiceNow, PayPal, Salesforce, and Adobe.compare_peers
18
The chart displays market cap values for Zoom, Shopify, Salesforce, Adobe, and PayPal.analyze_data
19
The chart uses a stepped bar representation to visualize the cumulative market cap.size_opportunity
20
The chart shows 5 companies, but the title specifies 'Top 3'. The 3 companies above the $200B line are Salesforce, Adobe, and PayPal.size_opportunity
21
The chart uses a line graph to track market share over time, with a dotted line representing 'Others' and solid lines for specific companies.analyze_data
22
The chart uses cloud-shaped icons to represent data points at specific time intervals.size_opportunity
23
The chart tracks the performance of the EMCLOUD index over time, showing significant growth, particularly after 2020.analyze_data
25
The slide features a photo of WisdomTree representatives at the Nasdaq opening bell ceremony.illustrate_case
26
The slide is a visual demonstration of a digital product/tool launch.present_solution
29
The chart displays 9 distinct M&A deals with their respective revenue multiples, with Slack as the outlier.analyze_data
30
The chart uses a mountain range background image as a visual metaphor for performance peaks.analyze_data
33
The slide uses a stylized unicorn illustration as a background element.establish_context
34
The slide uses a metaphorical illustration of unicorns to frame the topic.frame_problem
35
The chart highlights a significant increase in valuation multiples for cloud companies, suggesting this as a driver for the rise in unicorn valuations.diagnose
36
The slide uses a callout box to highlight the primary driver of the unicorn trend.diagnose
37
The slide uses a clear visual contrast between public and private, focusing on the private sector growth.diagnose
39
The slide uses a callout box to emphasize the key driver behind the trend.quantify_impact
41
The slide uses a scatter plot to demonstrate 'Growth Endurance' as a metric for valuation.analyze_data
42
The slide compares growth endurance (scatter) with valuation distribution (bar chart).analyze_data
43
The slide uses a dual-chart layout to contrast actual performance against analyst projections.compare_options
44
The charts show a consistent pattern where actual performance (colored lines) remains higher than analyst expectations (grey lines) over time.compare_peers
45
The slide uses a scatter plot to demonstrate the 'Growth Endurance' metric, defined as the ratio of current year growth to last year's growth.diagnose
46
The scatter plot shows a trend line with y = -0.7x, which seems counter-intuitive for a growth endurance chart, possibly indicating a specific metric relationshanalyze_data
47
The chart uses three curves to represent different growth endurance scenarios (Good, Better, Best) starting from $1MM ARR.analyze_data
48
The slide uses a growth curve to visualize the transition between business maturity stages.present_framework
49
The slide uses a logo-grid to illustrate three distinct GTM strategies.present_solution
51
The chart illustrates the rapid expansion of the PLG sector over an 8-year period.size_opportunity
53
The chart shows individual company performance against two benchmark lines: Usage-based mean and Public cloud mean.compare_peers
56
The slide uses a visual contrast between a crossed-out funnel and a circular flywheel diagram.present_framework
57
The slide uses a custom flywheel framework to describe customer engagement strategies.present_framework
58
The slide uses a testimonial-style layout with a photo of the CEO and a list of quantitative growth metrics.quantify_impact
60
The slide uses a logo-grid layout to categorize SaaS tools.present_framework
61
The slide uses a logo-grid layout to categorize various SaaS companies.present_solution
62
The slide uses a logo-grid layout to showcase representative companies in the DEI software space.present_solution
63
The slide uses a logo-grid layout to categorize industry players into functional domains.present_framework
65
The slide uses a logo-grid layout to map players across Banking-as-a-Service, Lending, Identity/Fraud, Payments, Wealth Management, and Crypto.present_framework
66
The slide uses a visual metaphor of a wave/tsunami to represent the growth of vertical SaaS.illustrate_case