{ "schemaVersion": "deck-intelligence.v1", "id": "019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "slug": "5f0f0535ee1c7800", "title": "2025 Investor Day", "subtitle": "Blue Owl", "author": "Blue Owl", "pageCount": 186, "kind": "consulting-deck", "orientation": "landscape", "aspectRatio": 1.778, "document": { "id": "019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "slug": "5f0f0535ee1c7800", "title": "2025 Investor Day", "rawTitle": "2025 Investor Day", "authorId": "Blue-Owl", "authorName": "Blue Owl", "authorDisplay": "Blue Owl", "kind": { "slug": "consulting-deck", "label": "Consulting deck" }, "sourceType": { "slug": "strategy_consulting", "label": "Strategy consulting" }, "fileName": "2025-Investor-Day.pdf", "sourceUrl": null, "sourceDate": "2025-02-07 00:00:00", "presentationDate": null, "ingestedAt": "2026-04-27 02:45:11+00", "status": "ready", "pageCount": 186, "orientation": "landscape", "aspectRatio": 1.778, "targetCompany": null, "targetTicker": null, "metadata": { "local_root": "/tmp/legacy-images/5f0f0535ee1c7800", "origin_corpus": "consulting" } }, "coverage": { "pageCount": 186, "pagesIndexed": 186, "pagesWithImages": 186, "pagesWithMetadata": 186, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 1081, "chartCount": 113, "metricSlides": 0, "toolMatches": 268, "documentToolMatches": 0, "frameworkMatches": 16, "arcMatches": 2, "beatMatches": 10, "loopMatches": 17, "patternMatches": 0, "storymakersMatch": true, "scoreAvailable": true, "reviewAvailable": true, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "evidence": "Recap (p.5-26) → 5-year question (p.27) → segment strategies (p.28-136) → financial proof (p.137-159) → takeaways/Q&A (p.160-162).", "isPrimary": true, "confidence": 82, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } }, { "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null, "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "evidence": "Repeatedly contrasts current state vs future opportunity per segment (p.13 vs 14, p.15 vs 16, p.150 vs 151).", "isPrimary": false, "confidence": 55, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "beats": [ { "to": 26, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 5, "name": "Situation & Context", "beatId": "019deac5-4cde-7061-9e25-8a4d706a14d2", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Shareholder shift, 140% return, 2022→2024 evolution, peer leadership, market scale", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 27, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 27, "name": "Problem & Complication", "beatId": "019deac5-4d03-77d6-8fc6-19eff6137e27", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Section divider asks 'What can we accomplish over the next 5 years?'", "position": 2, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 159, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 137, "name": "Evidence & Proof", "beatId": "019deac5-4d4c-7396-bd47-cb887619a8ae", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Financial Review section shows FRE growth, peer benchmarks, durability and shareholder value", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 162, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 160, "name": "Impact & Next Steps", "beatId": "019deac5-4d70-738c-8d28-df1975f5b0a2", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Key Takeaways with $500bn+ AUM target, Diversification/Innovation/Scale, Q&A", "position": 5, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 18, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null, "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "from": 11, "name": "What Is", "beatId": "019deac5-4db9-7291-9b51-c0d258a9e7f5", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Today's AUM, peer benchmarks of current state", "position": 1, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 }, { "to": 32, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null, "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "from": 19, "name": "What Could Be", "beatId": "019deac5-4ddc-73bb-90eb-abe5cf822363", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Secular trends, $11T market, 5-year doubling target", "position": 2, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null, "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null, "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 }, { "to": 162, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null, "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "from": 157, "name": "New Bliss", "beatId": "019deac5-4e48-742a-b773-4baecdac22ed", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "3x FRE per dollar, 2x growth restatement, Q&A", "position": 5, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 14, "from": 5, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null, "categoryName": "Comparison", "categorySlug": "comparison" }, "matchId": "019deac5-4e6c-74ef-a9f3-20378f4061c9", "evidence": "Explicit 'Listing vs Today' tables and 2022 vs 2024 AUM comparisons (p.11, p.13 vs p.14)", "position": 1, "objective": "Show how Blue Owl evolved since 2022 listing", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } }, { "to": 18, "from": 15, "loop": { "name": "39_benchmark_gap", "slug": "39-benchmark-gap", "status": "active", "bestFor": "Performance improvement, competitive analysis, target setting", "canonId": "019dd956-75a4-7522-8d1a-af94da4703e9", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity", "description": "Compare performance against best-in-class to quantify the opportunity", "familyLabel": null, "categoryName": "Comparison", "categorySlug": "comparison" }, "matchId": "019deac5-4e91-72af-a13b-f008b3a917e5", "evidence": "Peer-bar charts, '#1' flags across FRE/DE/AUM/Permanent Capital CAGRs", "position": 2, "objective": "Show OWL outperforming peer averages on every metric", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } }, { "to": 23, "from": 19, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null, "categoryName": "Urgency", "categorySlug": "urgency" }, "matchId": "019deac5-4eb6-773d-b0c4-4b420fa0957b", "evidence": "$11T market, 401k opportunity, allocation growth, global resourcing", "position": 3, "objective": "Establish secular tailwinds in alternatives", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } }, { "to": 32, "from": 27, "loop": { "name": "24_time_machine", "slug": "24-time-machine", "status": "active", "bestFor": "Vision casting, long-term strategy, investment pitches", "canonId": "019dd956-6f7f-70b2-b087-a16fe20515a7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Fast Forward to Success -> What Made It Possible -> Back to Today's Decision", "description": "Transport the audience to a future state where your solution has already succeeded", "familyLabel": null, "categoryName": "Vision", "categorySlug": "vision" }, "matchId": "019deac5-4edb-7409-a1cd-3f4ab535ce76", "evidence": "Section opens 'next 5 years', then 2024→2029 doubling and stock upside scenarios", "position": 4, "objective": "Cast 5-year vision and stock upside", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } }, { "to": 45, "from": 34, "loop": { "name": "16_david_goliath", "slug": "16-david-goliath", "status": "active", "bestFor": "Startups, disruptive innovation, competitive displacement", "canonId": "019dd956-6c5d-704a-9c33-1aa083ca432e", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Giant's Weakness -> Our Slingshot (Unique Edge) -> The Topple", "description": "Frame your initiative as the nimble underdog taking on a slow, bloated incumbent", "familyLabel": null, "categoryName": "Competitive", "categorySlug": "competitive" }, "matchId": "019deac5-4f00-712a-a35d-f50fb66a088f", "evidence": "Outsized share gain vs industry, 'Why We're Winning' callout (p.41), market pyramid (p.42)", "position": 5, "objective": "Position Blue Owl Direct Lending as winning share against banks/peers", "confidence": 78, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } }, { "to": 57, "from": 47, "loop": { "name": "10_iceberg", "slug": "10-iceberg", "status": "active", "bestFor": "Consulting, complex problem solving, organizational change", "canonId": "019dd956-69f4-738c-852a-643798da0899", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "description": "Reveal that the visible problem is merely a symptom of a deeper root cause", "familyLabel": null, "categoryName": "Analysis", "categorySlug": "analysis" }, "matchId": "019deac5-4f25-74ad-8c0d-e2f9e11a818e", "evidence": "Explicit iceberg metaphor (p.48), $11T TAM and 4x penetration headroom (p.52)", "position": 6, "objective": "Reveal Alternative Credit's hidden opportunity beneath the surface", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } }, { "to": 62, "from": 59, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null, "categoryName": "Comparison", "categorySlug": "comparison" }, "matchId": "019deac5-4f4b-714f-b525-635b59f13412", "evidence": "Comparison of 2022 vs today bite size and product breadth (p.60)", "position": 7, "objective": "Show expanded credit funnel and broader value to clients", "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } }, { "to": 73, "from": 64, "loop": { "name": "06_zoom_in", "slug": "06-zoom-in", "status": "active", "bestFor": "Technical deep-dives, case studies, detailed analysis", "canonId": "019dd956-6846-74db-82be-dff5b058b072", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "description": "Start broad, then progressively focus on specific details that prove your point", "familyLabel": null, "categoryName": "Analysis", "categorySlug": "analysis" }, "matchId": "019deac5-4f6f-757c-aacd-03f3ef270b75", "evidence": "By-the-numbers → vintage performance → market share → addressable opportunity", "position": 8, "objective": "Drill into GP Strategic Capital leadership and runway", "confidence": 78, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } }, { "to": 86, "from": 76, "loop": { "name": "04_tale_two_worlds", "slug": "04-tale-two-worlds", "status": "active", "bestFor": "Competitive analysis, benchmarking, case for change", "canonId": "019dd956-674f-750b-b15d-f082e2717f4e", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication", "description": "Show the gap between two states to drive urgency or highlight opportunity", "familyLabel": null, "categoryName": "Comparison", "categorySlug": "comparison" }, "matchId": "019deac5-4f93-75a8-adc7-249cdd43655e", "evidence": "Today vs 2009 leadership table (p.82), then European expansion thesis (p.84-85)", "position": 9, "objective": "Contrast Blue Owl Net Lease leadership with thinly-served European TAM", "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } }, { "to": 91, "from": 88, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null, "categoryName": "Urgency", "categorySlug": "urgency" }, "matchId": "019deac5-4fb9-77af-9d38-1477735862db", "evidence": "$3tn maturity wall and asset-value reset framed as opportunity window (p.91)", "position": 10, "objective": "Make the case for Real Estate Credit timing", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } }, { "to": 100, "from": 93, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null, "categoryName": "Urgency", "categorySlug": "urgency" }, "matchId": "019deac5-4fdc-7678-a552-33fd1e57a930", "evidence": "$1.1tn build need, supply/demand imbalance, vacancy compression (p.94-95)", "position": 11, "objective": "Frame Digital Infrastructure as a generational opportunity", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } }, { "to": 113, "from": 107, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null, "categoryName": "Comparison", "categorySlug": "comparison" }, "matchId": "019deac5-5000-70c9-a26d-f906c0aac79b", "evidence": "Additive equation existing+Kuvare = $35bn+ (p.107), 2x2 strategy fit (p.112)", "position": 12, "objective": "Show insurance scale jump via Kuvare and tailored solutions", "confidence": 72, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } }, { "to": 121, "from": 115, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null, "categoryName": "Comparison", "categorySlug": "comparison" }, "matchId": "019deac5-5026-7195-9edf-58269fe6de92", "evidence": "Vertical timeline of 6 metrics 'since last investor day' (p.115), case study Oak Street (p.119)", "position": 13, "objective": "Recap institutional growth since last Investor Day", "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } }, { "to": 136, "from": 123, "loop": { "name": "14_day_in_life", "slug": "14-day-in-life", "status": "active", "bestFor": "Product demos, UX reviews, investor pitches focusing on pain points", "canonId": "019dd956-6b65-707f-9b14-89beaaab81fa", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The User's Struggle -> The Intervention (Your Solution) -> The Resolved State", "description": "Humanize abstract data by walking through a single user's struggle and resolution", "familyLabel": null, "categoryName": "Narrative", "categorySlug": "narrative" }, "matchId": "019deac5-5049-7147-b2fa-9cb4cddaf0e1", "evidence": "TAM $30-40T, market share leader, playbook applied to new strategies (p.133)", "position": 14, "objective": "Sell the Private Wealth opportunity and Blue Owl's playbook", "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } }, { "to": 145, "from": 138, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null, "categoryName": "Logical Reasoning", "categorySlug": "logical-reasoning" }, "matchId": "019deac5-506f-761d-9359-1027ec6b1053", "evidence": "Successive charts: 15Q growth, Part I durability, peer comparison, permanence of capital", "position": 15, "objective": "Stack evidence of durable, peer-beating financial performance", "confidence": 82, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } }, { "to": 156, "from": 146, "loop": { "name": "24_time_machine", "slug": "24-time-machine", "status": "active", "bestFor": "Vision casting, long-term strategy, investment pitches", "canonId": "019dd956-6f7f-70b2-b087-a16fe20515a7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Fast Forward to Success -> What Made It Possible -> Back to Today's Decision", "description": "Transport the audience to a future state where your solution has already succeeded", "familyLabel": null, "categoryName": "Vision", "categorySlug": "vision" }, "matchId": "019deac5-5093-764a-b2e4-d89f4356e014", "evidence": "Forward-looking fund scaling, growth drivers and explicit 'AUM will exceed $500bn by 2029' (p.156)", "position": 16, "objective": "Project the path to $500bn AUM by 2029", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } }, { "to": 161, "from": 157, "loop": { "name": "39_benchmark_gap", "slug": "39-benchmark-gap", "status": "active", "bestFor": "Performance improvement, competitive analysis, target setting", "canonId": "019dd956-75a4-7522-8d1a-af94da4703e9", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity", "description": "Compare performance against best-in-class to quantify the opportunity", "familyLabel": null, "categoryName": "Comparison", "categorySlug": "comparison" }, "matchId": "019deac5-50b8-72ba-8c2e-6306086068c0", "evidence": "'$1 raised by OWL generates 3x more FRE than peers' (p.157), 140% TSR recap (p.159)", "position": 17, "objective": "Close with capital-velocity advantage vs peers", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "tools": [ { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "block", "agents": [ "Storyteller" ], "matchId": "019deac5-514c-7450-9c15-caaef46c61ce", "evidence": "Before/after pie comparison structure", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Anchoring Bias", "slug": "anchoring-bias", "status": "active", "bestFor": null, "canonId": "019dd956-9254-73de-8f1b-c7250f8f4c9c", "version": 1, "bodyDocId": null, "description": "First piece of information becomes reference point for all subsequent judgments", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect", "Storyteller" ], "matchId": "019deac5-5195-73b7-a8a5-07505b8dd729", "evidence": "140% TSR anchor framing the deck", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Pyramid Principle", "slug": "pyramid-principle", "status": "active", "bestFor": "When the document has a single governing decision or recommendation the reader is asked to accept, and the case can be decomposed into a small number of clean groups. Strategy decks, board memos, investment committee papers.", "canonId": "019dd956-7cbd-7219-a477-c871e2bc1aff", "version": 1, "bodyDocId": "88b6ac56-b880-46f9-8621-ef3491ab6235", "description": "Lead with the answer; group three to five MECE supports beneath it; recurse one level down. Top-down hierarchical structure for any document with a single recommendation.", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019deac5-5249-75ba-9269-2fcb9ba7ae19", "evidence": "Answer-first thesis statement leads section", "pageRefs": null, "priority": "Core", "whenToUse": "When the document has a single governing decision or recommendation the reader is asked to accept, and the case can be decomposed into a small number of clean groups. Strategy decks, board memos, investment committee papers.", "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": "Solves the two failure modes of expert communication at once: (1) the long climb where readers wait pages for the answer, and (2) logical mush from non-MECE groupings. Progressive disclosure lets a reader stop at any depth and get the right information.", "antipattern": "Chronological structure (\"what we did, what we found, what we conclude\") instead of logical hierarchy. Top-of-pyramid that is a topic (\"strategic options\") instead of an answer (\"pursue Option B because...\"). Non-MECE supports that overlap or fail to cover the universe.", "cardinality": null, "narrativePurpose": "Transfer conviction with minimum reader effort by mirroring how decision-makers consume information: answer first, scaffolding behind." }, { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "block", "agents": [ "Storyteller" ], "matchId": "019deac5-5349-7418-8bbd-7fdbd56f45df", "evidence": "Forms 'before' half of 2022 vs today comparison", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "block", "agents": [ "Storyteller" ], "matchId": "019deac5-556f-7629-aa02-d7bec812142e", "evidence": "Same map repeated p.22 vs p.23 to show scale-up", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Storytelling Effect", "slug": "storytelling-effect", "status": "active", "bestFor": null, "canonId": "019dd956-981b-74f9-9096-5c8df03dab5a", "version": 1, "bodyDocId": null, "description": "Stories are remembered up to 22x better than facts alone", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "block", "agents": [ "Storyteller" ], "matchId": "019deac5-5624-7578-a93a-0175dfafc039", "evidence": "Oak Street acquisition mini-case as storytelling", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 25, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Three Pillars", "slug": "three-pillars", "status": "active", "bestFor": null, "canonId": "019dd956-81ef-7455-a365-b234d95a6bbb", "version": 1, "bodyDocId": null, "description": "Three major supporting arguments that are MECE and address key concerns", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019deac5-5649-742a-9af1-d2b5fad49dd8", "evidence": "Four cultural pillars listed", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Curiosity Gap", "slug": "curiosity-gap", "status": "active", "bestFor": null, "canonId": "019dd956-9703-74ef-8b85-96dfd8525025", "version": 1, "bodyDocId": null, "description": "People seek missing information - create open questions that demand resolution", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "block", "agents": [ "Storyteller" ], "matchId": "019deac5-5691-70af-964f-6e475569b8ad", "evidence": "Question-only divider opens loop", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 27, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Storytelling Effect", "slug": "storytelling-effect", "status": "active", "bestFor": null, "canonId": "019dd956-981b-74f9-9096-5c8df03dab5a", "version": 1, "bodyDocId": null, "description": "Stories are remembered up to 22x better than facts alone", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "block", "agents": [ "Storyteller" ], "matchId": "019deac5-574a-718a-b1f0-7bfd66c91e40", "evidence": "Proprietary metaphor used as story device", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Three Pillars", "slug": "three-pillars", "status": "active", "bestFor": null, "canonId": "019dd956-81ef-7455-a365-b234d95a6bbb", "version": 1, "bodyDocId": null, "description": "Three major supporting arguments that are MECE and address key concerns", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019deac5-57b7-7142-a488-1b81a29b4ed0", "evidence": "Five pillar summary", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 65, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 31, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Three Pillars", "slug": "three-pillars", "status": "active", "bestFor": null, "canonId": "019dd956-81ef-7455-a365-b234d95a6bbb", "version": 1, "bodyDocId": null, "description": "Three major supporting arguments that are MECE and address key concerns", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019deac5-5ad8-761a-8a19-b73526637203", "evidence": "Four-pillar summary structure", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 45, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Issue Tree", "slug": "issue-tree", "status": "active", "bestFor": null, "canonId": "019dd956-82e3-775d-a2b6-318154564b53", "version": 1, "bodyDocId": null, "description": "Breaking down a problem into component parts systematically", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019deac5-5b8e-748f-9cb7-bb79802881e8", "evidence": "Hierarchical decomposition of Private Credit → ABF → Financial/Hard Assets", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 49, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Three Pillars", "slug": "three-pillars", "status": "active", "bestFor": null, "canonId": "019dd956-81ef-7455-a365-b234d95a6bbb", "version": 1, "bodyDocId": null, "description": "Three major supporting arguments that are MECE and address key concerns", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019deac5-5cd4-725f-82a9-9e786dc51aa2", "evidence": "Three Venn-diagram value propositions", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 53, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "block", "agents": [ "Storyteller" ], "matchId": "019deac5-5e19-746c-9004-d619fb3cf5d1", "evidence": "Explicit before-after structure", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 60, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Three Pillars", "slug": "three-pillars", "status": "active", "bestFor": null, "canonId": "019dd956-81ef-7455-a365-b234d95a6bbb", "version": 1, "bodyDocId": null, "description": "Three major supporting arguments that are MECE and address key concerns", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019deac5-5e85-71a9-9226-cbd17a94f316", "evidence": "Six-point pillar summary", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 65, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 62, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Three Pillars", "slug": "three-pillars", "status": "active", "bestFor": null, "canonId": "019dd956-81ef-7455-a365-b234d95a6bbb", "version": 1, "bodyDocId": null, "description": "Three major supporting arguments that are MECE and address key concerns", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019deac5-6112-72d8-be10-0916a5b1aa19", "evidence": "2x3 metrics grid summary", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 80, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "block", "agents": [ "Storyteller" ], "matchId": "019deac5-615b-7055-beaf-bad1a9df9a23", "evidence": "Before-after structure for first-mover narrative", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 82, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Three Pillars", "slug": "three-pillars", "status": "active", "bestFor": null, "canonId": "019dd956-81ef-7455-a365-b234d95a6bbb", "version": 1, "bodyDocId": null, "description": "Three major supporting arguments that are MECE and address key concerns", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019deac5-6356-72cf-9c93-2e1020c3e7b7", "evidence": "Five pillars (Partnership/Sites/Execution/Team/Capital)", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 96, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Three Pillars", "slug": "three-pillars", "status": "active", "bestFor": null, "canonId": "019dd956-81ef-7455-a365-b234d95a6bbb", "version": 1, "bodyDocId": null, "description": "Three major supporting arguments that are MECE and address key concerns", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019deac5-64c2-76d2-a126-53d844c532cb", "evidence": "Three asset class categories", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 108, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Three Pillars", "slug": "three-pillars", "status": "active", "bestFor": null, "canonId": "019dd956-81ef-7455-a365-b234d95a6bbb", "version": 1, "bodyDocId": null, "description": "Three major supporting arguments that are MECE and address key concerns", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019deac5-652d-703e-9ae1-cbc2f6910733", "evidence": "Four pillar growth strategy", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 111, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Three Pillars", "slug": "three-pillars", "status": "active", "bestFor": null, "canonId": "019dd956-81ef-7455-a365-b234d95a6bbb", "version": 1, "bodyDocId": null, "description": "Three major supporting arguments that are MECE and address key concerns", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019deac5-6635-752e-b82a-b1d66cfd5244", "evidence": "Collaboration/Consistency/Commitment chevrons", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 117, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Storytelling Effect", "slug": "storytelling-effect", "status": "active", "bestFor": null, "canonId": "019dd956-981b-74f9-9096-5c8df03dab5a", "version": 1, "bodyDocId": null, "description": "Stories are remembered up to 22x better than facts alone", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "block", "agents": [ "Storyteller" ], "matchId": "019deac5-66a3-7567-b4b8-eb4892af314b", "evidence": "Oak Street fund-growth case study", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 119, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Three Pillars", "slug": "three-pillars", "status": "active", "bestFor": null, "canonId": "019dd956-81ef-7455-a365-b234d95a6bbb", "version": 1, "bodyDocId": null, "description": "Three major supporting arguments that are MECE and address key concerns", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019deac5-66eb-722d-be24-d2905311d360", "evidence": "Four strategic pillars listed", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 121, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Curiosity Gap", "slug": "curiosity-gap", "status": "active", "bestFor": null, "canonId": "019dd956-9703-74ef-8b85-96dfd8525025", "version": 1, "bodyDocId": null, "description": "People seek missing information - create open questions that demand resolution", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "block", "agents": [ "Storyteller" ], "matchId": "019deac5-679e-765d-9abe-87367641fd5b", "evidence": "Question 'How have we done it?'", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 126, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Three Pillars", "slug": "three-pillars", "status": "active", "bestFor": null, "canonId": "019dd956-81ef-7455-a365-b234d95a6bbb", "version": 1, "bodyDocId": null, "description": "Three major supporting arguments that are MECE and address key concerns", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019deac5-67c2-722b-a00c-b977d998bfea", "evidence": "Multi-pillar capability summary", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 127, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "block", "agents": [ "Storyteller" ], "matchId": "019deac5-680a-74b9-8aff-5f8ac54820dc", "evidence": "Explicit before-after metrics", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 128, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Three Pillars", "slug": "three-pillars", "status": "active", "bestFor": null, "canonId": "019dd956-81ef-7455-a365-b234d95a6bbb", "version": 1, "bodyDocId": null, "description": "Three major supporting arguments that are MECE and address key concerns", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019deac5-6877-7556-9e47-6c82477028b7", "evidence": "Educate/Syndicate/Innovate three-pillar strategy", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 132, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Storytelling Effect", "slug": "storytelling-effect", "status": "active", "bestFor": null, "canonId": "019dd956-981b-74f9-9096-5c8df03dab5a", "version": 1, "bodyDocId": null, "description": "Stories are remembered up to 22x better than facts alone", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "block", "agents": [ "Storyteller" ], "matchId": "019deac5-68c0-757e-ad5f-2d74e53bb772", "evidence": "Net Lease playbook case applied to new strategies", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 133, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Three Pillars", "slug": "three-pillars", "status": "active", "bestFor": null, "canonId": "019dd956-81ef-7455-a365-b234d95a6bbb", "version": 1, "bodyDocId": null, "description": "Three major supporting arguments that are MECE and address key concerns", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019deac5-6907-7718-8a29-bcb31b2ef796", "evidence": "Four growth-frontier categories", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 135, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Storytelling Effect", "slug": "storytelling-effect", "status": "active", "bestFor": null, "canonId": "019dd956-981b-74f9-9096-5c8df03dab5a", "version": 1, "bodyDocId": null, "description": "Stories are remembered up to 22x better than facts alone", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "block", "agents": [ "Storyteller" ], "matchId": "019deac5-6c02-7369-8f0b-6bd31f2a3099", "evidence": "Oak Street playbook case study (verified image)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 152, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Three Pillars", "slug": "three-pillars", "status": "active", "bestFor": null, "canonId": "019dd956-81ef-7455-a365-b234d95a6bbb", "version": 1, "bodyDocId": null, "description": "Three major supporting arguments that are MECE and address key concerns", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019deac5-6c91-7271-8422-272e6ccc21e9", "evidence": "Categorized by Credit/GP/Real Assets pillars", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 154, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Anchoring Bias", "slug": "anchoring-bias", "status": "active", "bestFor": null, "canonId": "019dd956-9254-73de-8f1b-c7250f8f4c9c", "version": 1, "bodyDocId": null, "description": "First piece of information becomes reference point for all subsequent judgments", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect", "Storyteller" ], "matchId": "019deac5-6dda-732d-b6fb-acc06bb6ee7f", "evidence": "140%+ TSR anchor restated", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 159, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Three Pillars", "slug": "three-pillars", "status": "active", "bestFor": null, "canonId": "019dd956-81ef-7455-a365-b234d95a6bbb", "version": 1, "bodyDocId": null, "description": "Three major supporting arguments that are MECE and address key concerns", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019deac5-6e24-77ef-a31b-058cf125db56", "evidence": "Seven-pillar summary", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 160, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Contrast Pairs", "slug": "contrast-pairs", "status": "active", "bestFor": null, "canonId": "019dd956-9b77-70d3-88b1-f34e26f60860", "version": 1, "bodyDocId": null, "description": "Creating tension through opposites: Before↔After, Problem↔Solution, Pain↔Relief", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-5128-769b-acaa-aeb0dca6acf2", "evidence": "Two pie charts: listing vs YE2024 ownership", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Contrast Pairs", "slug": "contrast-pairs", "status": "active", "bestFor": null, "canonId": "019dd956-9b77-70d3-88b1-f34e26f60860", "version": 1, "bodyDocId": null, "description": "Creating tension through opposites: Before↔After, Problem↔Solution, Pain↔Relief", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-5293-7526-8c04-901502a08168", "evidence": "Listing vs Today comparison table across 7 metrics", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Contrast Pairs", "slug": "contrast-pairs", "status": "active", "bestFor": null, "canonId": "019dd956-9b77-70d3-88b1-f34e26f60860", "version": 1, "bodyDocId": null, "description": "Creating tension through opposites: Before↔After, Problem↔Solution, Pain↔Relief", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-5594-731f-b857-da8efae31676", "evidence": "Same-as-22 layout with much larger metrics today", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Information Gap Theory", "slug": "information-gap-theory", "status": "active", "bestFor": null, "canonId": "019dd956-a856-765e-88bc-f703bdfec762", "version": 1, "bodyDocId": null, "description": "Curiosity arises from gap between what we know and want to know", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-566d-71ac-9634-5c42cd304038", "evidence": "Open question 'What can we accomplish over the next 5 years?' creates curiosity", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 27, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Contrast Pairs", "slug": "contrast-pairs", "status": "active", "bestFor": null, "canonId": "019dd956-9b77-70d3-88b1-f34e26f60860", "version": 1, "bodyDocId": null, "description": "Creating tension through opposites: Before↔After, Problem↔Solution, Pain↔Relief", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-56d9-748f-b9ca-d6617a5ce047", "evidence": "2024 vs 2029 paired bars", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 28, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Causal Chain", "slug": "causal-chain", "status": "active", "bestFor": null, "canonId": "019dd956-9e98-7269-907b-8cf727e9499d", "version": 1, "bodyDocId": null, "description": "Showing how one event leads to another in sequence", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Architect", "layer": "loop", "agents": [ "Architect" ], "matchId": "019deac5-5793-714d-83cb-4413790f6f98", "evidence": "Fundraising→Deployment→M&A→DE growth", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 30, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Chunking", "slug": "chunking", "status": "active", "bestFor": null, "canonId": "019dd956-abab-72ce-b64c-2924cc83cf39", "version": 1, "bodyDocId": null, "description": "Information grouped into chunks is remembered better - structure content in digestible units", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Architect", "layer": "loop", "agents": [ "Architect" ], "matchId": "019deac5-58fe-772f-807e-24f65bc26004", "evidence": "Metrics chunked into Originations/Portfolio/Investor", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 37, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Argument from Analogy", "slug": "argument-from-analogy", "status": "active", "bestFor": null, "canonId": "019dd956-9e3d-7762-a994-72a2f7104e7c", "version": 1, "bodyDocId": null, "description": "Drawing conclusions based on similarities between situations", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Architect", "layer": "loop", "agents": [ "Architect" ], "matchId": "019deac5-5c1d-72ca-a3a0-649e543ca233", "evidence": "Post-GFC corporate parallel applied to ABF retrenchment", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 51, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Contrast Pairs", "slug": "contrast-pairs", "status": "active", "bestFor": null, "canonId": "019dd956-9b77-70d3-88b1-f34e26f60860", "version": 1, "bodyDocId": null, "description": "Creating tension through opposites: Before↔After, Problem↔Solution, Pain↔Relief", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-5cf8-7238-bdba-fbf0d818ec27", "evidence": "Self-amortizing vs bullet maturity cash flow visual", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 54, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Contrast Pairs", "slug": "contrast-pairs", "status": "active", "bestFor": null, "canonId": "019dd956-9b77-70d3-88b1-f34e26f60860", "version": 1, "bodyDocId": null, "description": "Creating tension through opposites: Before↔After, Problem↔Solution, Pain↔Relief", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-5d65-7327-b28c-7e53cb87082b", "evidence": "Excel model vs data-science model contrast", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 56, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Contrast Pairs", "slug": "contrast-pairs", "status": "active", "bestFor": null, "canonId": "019dd956-9b77-70d3-88b1-f34e26f60860", "version": 1, "bodyDocId": null, "description": "Creating tension through opposites: Before↔After, Problem↔Solution, Pain↔Relief", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-5df5-73d9-b643-4f1c34fa2c0c", "evidence": "2022 vs Today product offering table", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 60, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Contrast Pairs", "slug": "contrast-pairs", "status": "active", "bestFor": null, "canonId": "019dd956-9b77-70d3-88b1-f34e26f60860", "version": 1, "bodyDocId": null, "description": "Creating tension through opposites: Before↔After, Problem↔Solution, Pain↔Relief", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-603a-73a9-9db6-0aeb5621f994", "evidence": "2021 vs 2024 donut composition contrast", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 76, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Contrast Pairs", "slug": "contrast-pairs", "status": "active", "bestFor": null, "canonId": "019dd956-9b77-70d3-88b1-f34e26f60860", "version": 1, "bodyDocId": null, "description": "Creating tension through opposites: Before↔After, Problem↔Solution, Pain↔Relief", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-60a7-7408-8539-68b8dc234cd4", "evidence": "2022 vs 2024 illustrative bars", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 78, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Contrast Pairs", "slug": "contrast-pairs", "status": "active", "bestFor": null, "canonId": "019dd956-9b77-70d3-88b1-f34e26f60860", "version": 1, "bodyDocId": null, "description": "Creating tension through opposites: Before↔After, Problem↔Solution, Pain↔Relief", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-6137-731a-83b2-29f5a2178877", "evidence": "2009 vs 2024 chronological comparison", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 82, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Contrast Pairs", "slug": "contrast-pairs", "status": "active", "bestFor": null, "canonId": "019dd956-9b77-70d3-88b1-f34e26f60860", "version": 1, "bodyDocId": null, "description": "Creating tension through opposites: Before↔After, Problem↔Solution, Pain↔Relief", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-6235-71f3-9b1d-f9ef30df51ae", "evidence": "Former Prima vs Blue Owl REC capital stack", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 89, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Contrast Pairs", "slug": "contrast-pairs", "status": "active", "bestFor": null, "canonId": "019dd956-9b77-70d3-88b1-f34e26f60860", "version": 1, "bodyDocId": null, "description": "Creating tension through opposites: Before↔After, Problem↔Solution, Pain↔Relief", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-6455-74aa-ac22-21c907c10205", "evidence": "Buy vs Build logic flow", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 105, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Contrast Pairs", "slug": "contrast-pairs", "status": "active", "bestFor": null, "canonId": "019dd956-9b77-70d3-88b1-f34e26f60860", "version": 1, "bodyDocId": null, "description": "Creating tension through opposites: Before↔After, Problem↔Solution, Pain↔Relief", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-65a0-70a9-9b98-ce691584f613", "evidence": "Two-pillar service offering split", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 113, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Chunking", "slug": "chunking", "status": "active", "bestFor": null, "canonId": "019dd956-abab-72ce-b64c-2924cc83cf39", "version": 1, "bodyDocId": null, "description": "Information grouped into chunks is remembered better - structure content in digestible units", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Architect", "layer": "loop", "agents": [ "Architect" ], "matchId": "019deac5-65eb-75e8-9ab3-8cff30ad173e", "evidence": "Six chunked growth areas", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 115, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Contrast Pairs", "slug": "contrast-pairs", "status": "active", "bestFor": null, "canonId": "019dd956-9b77-70d3-88b1-f34e26f60860", "version": 1, "bodyDocId": null, "description": "Creating tension through opposites: Before↔After, Problem↔Solution, Pain↔Relief", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-6659-7601-8c82-677a0833ce60", "evidence": "2022 vs Today client tier shifts", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 118, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Contrast Pairs", "slug": "contrast-pairs", "status": "active", "bestFor": null, "canonId": "019dd956-9b77-70d3-88b1-f34e26f60860", "version": 1, "bodyDocId": null, "description": "Creating tension through opposites: Before↔After, Problem↔Solution, Pain↔Relief", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-677a-7389-a49f-1262b05ef0f0", "evidence": "Brand awareness vs favorability contrast", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 125, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Contrast Pairs", "slug": "contrast-pairs", "status": "active", "bestFor": null, "canonId": "019dd956-9b77-70d3-88b1-f34e26f60860", "version": 1, "bodyDocId": null, "description": "Creating tension through opposites: Before↔After, Problem↔Solution, Pain↔Relief", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-67e6-754e-bb2b-7e6537860338", "evidence": "2021 vs Today comparison table", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 128, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Causal Chain", "slug": "causal-chain", "status": "active", "bestFor": null, "canonId": "019dd956-9e98-7269-907b-8cf727e9499d", "version": 1, "bodyDocId": null, "description": "Showing how one event leads to another in sequence", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Architect", "layer": "loop", "agents": [ "Architect" ], "matchId": "019deac5-6bb9-721f-b4b8-1aa0f9f9e5d2", "evidence": "Internal capabilities → external opportunities mapping", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 149, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Contrast Pairs", "slug": "contrast-pairs", "status": "active", "bestFor": null, "canonId": "019dd956-9b77-70d3-88b1-f34e26f60860", "version": 1, "bodyDocId": null, "description": "Creating tension through opposites: Before↔After, Problem↔Solution, Pain↔Relief", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-6c4a-736b-9559-9b1068a22a1b", "evidence": "2024 vs 2029 paired bars", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 153, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Contrast Pairs", "slug": "contrast-pairs", "status": "active", "bestFor": null, "canonId": "019dd956-9b77-70d3-88b1-f34e26f60860", "version": 1, "bodyDocId": null, "description": "Creating tension through opposites: Before↔After, Problem↔Solution, Pain↔Relief", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-6db7-73ba-ae56-227c98179a2e", "evidence": "May 2022 vs Jan 2025 metrics", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 159, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Tricolon", "slug": "tricolon", "status": "active", "bestFor": null, "canonId": "019dd956-a13d-7356-9038-da27abe565f8", "version": 1, "bodyDocId": null, "description": "Three parallel phrases of increasing length or intensity", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-6e91-779b-8439-435ddc6fa925", "evidence": "Three parallel words: Diversification / Innovation / Scale", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 161, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "4ce0753a-ca8b-4499-a90f-32a4b3861706", "evidence": "Investor Day; FEBRUARY 7, 2025", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:03:07.420696+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Grid System", "slug": "grid-system", "status": "active", "bestFor": null, "canonId": "019dd956-b745-710f-8b70-825c603b1163", "version": 1, "bodyDocId": null, "description": "Aligning elements to invisible grid for visual harmony", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-50dc-73ee-87ce-816aee1f9a8b", "evidence": "Schedule table aligned to grid", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5102-7015-88f1-1a4e7c365f07", "evidence": "Title states the insight: 'Shareholder base has meaningfully changed'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Comparison frame", "slug": "comparison-frame", "status": "active", "bestFor": null, "canonId": "019dd9e1-484b-7399-a4fc-d14644b99f93", "version": 1, "bodyDocId": null, "description": "Two or more states/subjects placed side by side to expose a gap.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "5faade7a-a5ea-4629-897a-bf4887ae5b7d", "evidence": "Our Shareholder Base Has Meaningfully Changed Since Listing; Ownership at 12/31/24; Ownership at Listing", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:03:07.617234+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5170-72d5-b322-a1655bdfbc7e", "evidence": "Action title implied: 'Over the past 3 years...'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Von Restorff Effect", "slug": "von-restorff-effect", "status": "active", "bestFor": null, "canonId": "019dd956-beab-73d8-9f62-30d0332e926e", "version": 1, "bodyDocId": null, "description": "Items that stand out are noticed and remembered - make key points visually distinct", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-51ba-74d3-9208-fefa8a447988", "evidence": "Big '140%' number stands out", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Emotional Appeal", "slug": "emotional-appeal", "status": "active", "bestFor": null, "canonId": "019dd956-bde9-7668-8be7-0097678fec59", "version": 1, "bodyDocId": null, "description": "Connecting to audience feelings rather than just logic", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-5201-740a-b667-c0239888ad2c", "evidence": "Quote-only minimalist slide as hook", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Opening Hooks", "slug": "opening-hooks", "status": "active", "bestFor": null, "canonId": "019dd956-aeb0-77d5-bfbd-9cd9a6be8186", "version": 1, "bodyDocId": null, "description": "Techniques to capture attention: Startling statistic, provocative question, short story, analogy, contrast", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-51de-7468-84bc-faae4b61a9d1", "evidence": "Gretzky quote opens vision section", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5226-7588-94f9-33d39d179a21", "evidence": "Thesis headline summarizing growth and diversification", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-526e-74ab-bf56-b3c300f6c6f1", "evidence": "Callout 'Soaring to new heights...'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Data-Ink Ratio", "slug": "data-ink-ratio", "status": "active", "bestFor": null, "canonId": "019dd956-afc8-70da-b378-92834d36fde6", "version": 1, "bodyDocId": null, "description": "Maximize data, minimize non-data ink - remove chartjunk and decoration", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "e1fcc8d8-664f-477b-b27b-c1349df1194b", "evidence": "table/data: Employees, Offices, Stock Price, Market Cap, AUM, FRE Revenue, Investment Strategies", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:03:13.575376+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-52b8-713c-8edb-dec8b401db0f", "evidence": "Action title states accomplishments", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Annotation", "slug": "annotation", "status": "active", "bestFor": null, "canonId": "019dd956-b5b9-7668-bf0e-3af99823ec5c", "version": 1, "bodyDocId": null, "description": "Adding explanatory labels to highlight key data points", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-52dd-7621-8879-500f6e174727", "evidence": "'49% CAGR' annotations on chart", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Contrast Principle", "slug": "contrast-principle", "status": "active", "bestFor": null, "canonId": "019dd956-bf0f-73ae-b9df-e60508cdaa65", "version": 1, "bodyDocId": null, "description": "Higher visual weight draws attention - use contrast strategically for emphasis", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-5301-70c7-8331-ebababb5e4d0", "evidence": "Stacked bar uses color contrast for asset classes", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Grid System", "slug": "grid-system", "status": "active", "bestFor": null, "canonId": "019dd956-b745-710f-8b70-825c603b1163", "version": 1, "bodyDocId": null, "description": "Aligning elements to invisible grid for visual harmony", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-5324-71f9-9413-ddfc5e9c442d", "evidence": "Hierarchical box layout for AUM decomposition", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e242364f-101d-466a-ac42-8830c5b03a60", "evidence": "list/comparison: Direct Lending ($45bn), GP Capital Solutions ($41bn), Real Estate ($16bn)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:03:13.671342+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Grid System", "slug": "grid-system", "status": "active", "bestFor": null, "canonId": "019dd956-b745-710f-8b70-825c603b1163", "version": 1, "bodyDocId": null, "description": "Aligning elements to invisible grid for visual harmony", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-536d-75ce-88b9-179b90025034", "evidence": "Hierarchical box layout for AUM decomposition", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Von Restorff Effect", "slug": "von-restorff-effect", "status": "active", "bestFor": null, "canonId": "019dd956-beab-73d8-9f62-30d0332e926e", "version": 1, "bodyDocId": null, "description": "Items that stand out are noticed and remembered - make key points visually distinct", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-5391-70a5-9c8b-e284240a5608", "evidence": "$251bn anchor metric stands out vs $102bn", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Small Multiples", "slug": "small-multiples", "status": "active", "bestFor": null, "canonId": "019dd956-b32d-7586-b368-baa1dd388ed4", "version": 1, "bodyDocId": null, "description": "Repeating similar charts for comparison across categories or time", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-53b4-700c-8df7-b31038890a23", "evidence": "Three timeline bars for three strategies", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Small Multiples", "slug": "small-multiples", "status": "active", "bestFor": null, "canonId": "019dd956-b32d-7586-b368-baa1dd388ed4", "version": 1, "bodyDocId": null, "description": "Repeating similar charts for comparison across categories or time", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-53d9-730b-9832-e7e6aad6f36c", "evidence": "Multiple parallel timeline bars for many strategies", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-53fe-776b-aa0b-410a78c11789", "evidence": "Title states 'demonstrated differentiated growth'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Small Multiples", "slug": "small-multiples", "status": "active", "bestFor": null, "canonId": "019dd956-b32d-7586-b368-baa1dd388ed4", "version": 1, "bodyDocId": null, "description": "Repeating similar charts for comparison across categories or time", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-5422-7178-92e6-4cc759052ba0", "evidence": "Four parallel bar comparisons for FRE/DE/AUM/Perm Capital", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Von Restorff Effect", "slug": "von-restorff-effect", "status": "active", "bestFor": null, "canonId": "019dd956-beab-73d8-9f62-30d0332e926e", "version": 1, "bodyDocId": null, "description": "Items that stand out are noticed and remembered - make key points visually distinct", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-5445-7309-8c64-74a556f327dd", "evidence": "Repeated #1 flags emphasize leadership", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-546a-700c-8a7a-3874491cba8a", "evidence": "Title states strength and stability of growth", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Contrast Principle", "slug": "contrast-principle", "status": "active", "bestFor": null, "canonId": "019dd956-bf0f-73ae-b9df-e60508cdaa65", "version": 1, "bodyDocId": null, "description": "Higher visual weight draws attention - use contrast strategically for emphasis", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-548f-7044-a083-608aeb25a30c", "evidence": "Bars highlight OWL vs peers and S&P", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-54b8-7549-a2c8-5dd3184ed243", "evidence": "Action title links Blue Owl to secular trends", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "AIDA Model", "slug": "aida-model", "status": "active", "bestFor": null, "canonId": "019dd956-86fc-773c-813f-d416714b8413", "version": 1, "bodyDocId": null, "description": "Attention, Interest, Desire, Action - classic persuasion sequence", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "0b16925c-64ff-403f-a213-083b25cb12a4", "evidence": "Blue Owl Is Levered to the Largest Secular Growth Trends in Alternatives", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-16 22:03:08.763575+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Market Segmentation Pyramid", "slug": "market-segmentation-pyramid", "status": "active", "bestFor": null, "canonId": "1c9f3543-c96f-4a5b-b4a4-9b2a412c0aaf", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "3e6b2353-9d81-4cfc-9faa-d2e257b22e88", "evidence": "The demand for capital to fund data centers is substantial, and hyperscalers are increasingly looking for private solutions", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:03:08.721631+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-54dc-766b-b17e-432236d862bb", "evidence": "Callout articulates implication", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5501-73c9-b05d-caa683d4c886", "evidence": "Callout: '91%... fraction of multi-trillion-dollar opportunity'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5526-7749-86e6-eac6c71dcc0a", "evidence": "Action title 'long runway ahead'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Von Restorff Effect", "slug": "von-restorff-effect", "status": "active", "bestFor": null, "canonId": "019dd956-beab-73d8-9f62-30d0332e926e", "version": 1, "bodyDocId": null, "description": "Items that stand out are noticed and remembered - make key points visually distinct", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-554c-707f-b5ff-f82009bebe4f", "evidence": "$8.9tn 401k callout stands out", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-55b8-72da-9e9e-a3f72eb8fc7d", "evidence": "Action title 'broaden and diversify'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-55dc-75bc-89e8-8184c2ed161e", "evidence": "Callout '4x more Wealth, 2x more Institutional'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5600-729c-990b-c75367077060", "evidence": "Specific callout '2.7x AUM, 2.9x FRE'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 25, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-56b6-73ae-b215-07b3e2f3b47b", "evidence": "Action title 'More Than Double Key Metrics'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 28, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Small Multiples", "slug": "small-multiples", "status": "active", "bestFor": null, "canonId": "019dd956-b32d-7586-b368-baa1dd388ed4", "version": 1, "bodyDocId": null, "description": "Repeating similar charts for comparison across categories or time", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-56ff-75ef-b86a-23584dd73d34", "evidence": "Three identical 2024→2029 mini-charts", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 28, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Metaphor & Analogy", "slug": "metaphor-analogy", "status": "active", "bestFor": null, "canonId": "019dd956-adea-7729-bca1-70810d6238a9", "version": 1, "bodyDocId": null, "description": "Making abstract concepts concrete through familiar comparisons", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-5725-7257-adab-cdce17b041b4", "evidence": "Explicit 'Layer Cake' metaphor", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Metaphor & Analogy", "slug": "metaphor-analogy", "status": "active", "bestFor": null, "canonId": "019dd956-adea-7729-bca1-70810d6238a9", "version": 1, "bodyDocId": null, "description": "Making abstract concepts concrete through familiar comparisons", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-576f-726f-ba22-745297a01f0a", "evidence": "Continues 'Layer Cake' visual metaphor", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 30, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Closing Techniques", "slug": "closing-techniques", "status": "active", "bestFor": null, "canonId": "019dd956-af13-774b-a4fd-7db0a3a88d51", "version": 1, "bodyDocId": null, "description": "Strong endings: Callback, challenge, vision, clear CTA, memorable line", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-57db-70f5-9df1-f61bfcbbcd8e", "evidence": "Key takeaways close section", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 31, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "54949792-449b-4e2a-83b0-1324d22c03b4", "evidence": "list/numbered: 1. We expect to grow our FRE Management Fees and FRE by a 20+% CAGR over the next 5 years.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:03:09.939718+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 31, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "b7eca693-b5ef-43f5-aede-54845d5b88e6", "evidence": "table/scenario: Multiple Expansion vs Stock Price scenarios", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:03:10.019068+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 32, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-57ff-71ac-8a75-5068e2629f16", "evidence": "Action title argues 'Stock Has Meaningful Upside'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 32, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "f236bb0d-f33e-4af4-9add-0ca452e80e28", "evidence": "chart/bar-grouped: 2026 Implied FRE Multiple", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-16 22:03:10.057689+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 32, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5823-742d-8e95-42bdacda2528", "evidence": "Callout articulates the implication", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 32, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "Grid System", "slug": "grid-system", "status": "active", "bestFor": null, "canonId": "019dd956-b745-710f-8b70-825c603b1163", "version": 1, "bodyDocId": null, "description": "Aligning elements to invisible grid for visual harmony", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-5846-77ee-8f6a-2df8f49cfc39", "evidence": "Categorized table by AUM/team/focus", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 34, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-586b-751f-8ba2-88e0fd564553", "evidence": "Action title states leading position", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 35, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Small Multiples", "slug": "small-multiples", "status": "active", "bestFor": null, "canonId": "019dd956-b32d-7586-b368-baa1dd388ed4", "version": 1, "bodyDocId": null, "description": "Repeating similar charts for comparison across categories or time", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-5890-74af-a98a-605ed1c9a013", "evidence": "Three parallel growth charts", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 35, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Annotation", "slug": "annotation", "status": "active", "bestFor": null, "canonId": "019dd956-b5b9-7668-bf0e-3af99823ec5c", "version": 1, "bodyDocId": null, "description": "Adding explanatory labels to highlight key data points", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-58b5-7442-8a7f-191ce6946a17", "evidence": "OCIC and OTIC launch annotations on chart", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 36, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Grid System", "slug": "grid-system", "status": "active", "bestFor": null, "canonId": "019dd956-b745-710f-8b70-825c603b1163", "version": 1, "bodyDocId": null, "description": "Aligning elements to invisible grid for visual harmony", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-58da-755e-b2db-1282be01d0ed", "evidence": "Grid of 16 KPI tiles in 3 themes", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 37, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5922-777d-97fb-f62f2db1f6e3", "evidence": "Action title 'Proven Ability to Originate'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 38, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5948-756e-aead-8ee81b517a6e", "evidence": "Callout 'Closed on 5% of Deals Sourced'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 38, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "Annotation", "slug": "annotation", "status": "active", "bestFor": null, "canonId": "019dd956-b5b9-7668-bf0e-3af99823ec5c", "version": 1, "bodyDocId": null, "description": "Adding explanatory labels to highlight key data points", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-596d-70fa-99c2-a668200c12f2", "evidence": "'185 bps Avg. Pricing Premium' annotation", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 39, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Contrast Principle", "slug": "contrast-principle", "status": "active", "bestFor": null, "canonId": "019dd956-bf0f-73ae-b9df-e60508cdaa65", "version": 1, "bodyDocId": null, "description": "Higher visual weight draws attention - use contrast strategically for emphasis", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-5992-77b8-93f6-13a97486d4f1", "evidence": "Stacked bars distinguish base spread vs Blue Owl premium", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 39, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Small Multiples", "slug": "small-multiples", "status": "active", "bestFor": null, "canonId": "019dd956-b32d-7586-b368-baa1dd388ed4", "version": 1, "bodyDocId": null, "description": "Repeating similar charts for comparison across categories or time", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-59b6-72ff-b83b-ed9bbdc2d63d", "evidence": "Identical KPI grids for Diversified vs Technology", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 40, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-59db-712f-9d1a-a27e1962c639", "evidence": "Action title 'Taking Outsized Market Share'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 41, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Market Segmentation Pyramid", "slug": "market-segmentation-pyramid", "status": "active", "bestFor": null, "canonId": "1c9f3543-c96f-4a5b-b4a4-9b2a412c0aaf", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "242d79bf-307e-450e-aabd-891a1859db7f", "evidence": "framework/instance: Market segmentation pyramid", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:03:10.447605+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 41, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5a01-73b1-983e-427a8e70e36e", "evidence": "'Why We're Winning' callout articulates so-what", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 41, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5a49-742d-9740-f566c5681bfc", "evidence": "Action title states implication of consolidation", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 42, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5a25-76d4-9274-3081d966fb59", "evidence": "'Blue Owl's Competitive Advantage' callout", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 42, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "Annotation", "slug": "annotation", "status": "active", "bestFor": null, "canonId": "019dd956-b5b9-7668-bf0e-3af99823ec5c", "version": 1, "bodyDocId": null, "description": "Adding explanatory labels to highlight key data points", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-5a6c-7142-9903-8fcb1eeb8b1c", "evidence": "Bar chart with annotated $1bn+ deal growth", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 43, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "71f0aa5b-c9a8-4f00-b75b-3bd0bc832cfd", "evidence": "chart/bar-vertical: Total Volume ($bn) of $1bn+ direct lending deals from 2019 to YTD-3Q24", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 03:21:25.525019+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 43, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5a90-768b-a120-fcc8486ea630", "evidence": "Action title states growth opportunity", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 44, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5ab4-735f-8037-4215f60c40b0", "evidence": "Callout '20% to 30% by 2029'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 44, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "Closing Techniques", "slug": "closing-techniques", "status": "active", "bestFor": null, "canonId": "019dd956-af13-774b-a4fd-7db0a3a88d51", "version": 1, "bodyDocId": null, "description": "Strong endings: Callback, challenge, vision, clear CTA, memorable line", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-5afc-742f-88b9-e27b2869aab3", "evidence": "Section closing summary", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 45, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5b47-73f9-b615-665c2fbc3534", "evidence": "'Despite extensive track record, we've barely scratched the surface'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 48, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Iceberg model", "slug": "iceberg-model", "status": "active", "bestFor": null, "canonId": "019de52d-1d78-77ce-8585-906759e9dfbd", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "7d2c0c57-5e8f-4598-b0cb-65384807f666", "evidence": "diagram/iceberg-model: Iceberg diagram showing Legacy Alternative Credit Drawdown Vehicles above water and Untapped Alternative Credit Fund Universe below water", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:21:25.695356+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 48, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Metaphor & Analogy", "slug": "metaphor-analogy", "status": "active", "bestFor": null, "canonId": "019dd956-adea-7729-bca1-70810d6238a9", "version": 1, "bodyDocId": null, "description": "Making abstract concepts concrete through familiar comparisons", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-5b21-7148-b27a-70411d88c787", "evidence": "Iceberg visual metaphor for hidden opportunity (verified image)", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 95, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 48, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Picture Superiority Effect", "slug": "picture-superiority-effect", "status": "active", "bestFor": null, "canonId": "019dd956-c201-7014-bb58-3e85e3e11dfd", "version": 1, "bodyDocId": null, "description": "Pictures remembered 6x better than words - prioritize visuals over text", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-5b6a-77ce-af41-e7b2bd5f5bfb", "evidence": "Iceberg image dominates the slide", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 48, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5bb1-72df-9294-2d78a924c953", "evidence": "Callout describes ABF distinction", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 49, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "Concrete Language", "slug": "concrete-language", "status": "active", "bestFor": null, "canonId": "019dd956-bcd4-7398-9723-6aa72346170b", "version": 1, "bodyDocId": null, "description": "Using specific sensory details instead of abstract terms", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-5bf9-7552-86ff-4a84a8dd2a2f", "evidence": "Specific everyday-life examples", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 50, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Metaphor & Analogy", "slug": "metaphor-analogy", "status": "active", "bestFor": null, "canonId": "019dd956-adea-7729-bca1-70810d6238a9", "version": 1, "bodyDocId": null, "description": "Making abstract concepts concrete through familiar comparisons", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-5bd5-7576-9181-d240884b4209", "evidence": "'Main Street' metaphor with 'Where you live/How you buy'", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 50, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Storytelling: audience calibration", "slug": "audience", "status": "active", "bestFor": null, "canonId": "019df269-23ea-723a-87c0-af1d78d702d2", "version": 1, "bodyDocId": "019df269-23c5-72ec-8b94-78fc1da7b656", "description": "The same thesis, written for four different audiences, produces four", "familyLabel": "narrative-block", "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "agent": "storyteller", "layer": "slide", "agents": [ "storyteller" ], "matchId": "aaf41877-a43e-4cfb-a399-4d086ef47657", "evidence": "Blue Owl Alternative Credit is financing everyday consumers and businesses", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:54:05.263718+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 50, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5c42-73f3-aa91-88e9cdde24d5", "evidence": "Title states 'Why Now? The Alternative Credit Opportunity'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 51, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "ec6a2894-142e-4d58-961a-15654a2c7800", "evidence": "Bank retrenchment & resulting opportunity set that occurred in corporate lending post-GFC is reoccurring in ABF", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:54:05.340004+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 51, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5c67-7435-9bb9-5335de1bea64", "evidence": "Action title 'Why Now? Large and Underpenetrated'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 52, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Market Segmentation Pyramid", "slug": "market-segmentation-pyramid", "status": "active", "bestFor": null, "canonId": "1c9f3543-c96f-4a5b-b4a4-9b2a412c0aaf", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "339a582a-c41b-4f14-a9b4-bb113d688866", "evidence": "Tremendous growth potential in the ABF market based upon trajectory of corporate lending privatization", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:21:26.750406+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 52, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5c8c-707a-9463-fca5bdc978c0", "evidence": "Callout 'Private ABF can grow 4x'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 52, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "AIDA Model", "slug": "aida-model", "status": "active", "bestFor": null, "canonId": "019dd956-86fc-773c-813f-d416714b8413", "version": 1, "bodyDocId": null, "description": "Attention, Interest, Desire, Action - classic persuasion sequence", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "efe1d280-454b-4b66-8409-60f1d7c2bf1b", "evidence": "Offering Investors Differentiated Exposure in Private Credit", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 03:21:26.83715+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 53, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Authority Bias", "slug": "authority-bias", "status": "active", "bestFor": null, "canonId": "019dd956-c38d-70b9-a284-b2b479763356", "version": 1, "bodyDocId": null, "description": "Expert opinions are weighted more heavily - cite credible sources", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Architect", "Storyteller" ], "matchId": "019deac5-5cb0-7237-86a0-8315d66130fe", "evidence": "Moody's and Fitch quotes as third-party validation", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 53, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Authority citation", "slug": "authority-citation", "status": "active", "bestFor": null, "canonId": "019dd9e1-49ae-7557-89ad-3fca70469b45", "version": 1, "bodyDocId": null, "description": "Quoting an authority figure, study, or precedent to lend weight.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "af615e0f-5016-49bf-b699-1d44b20fcd16", "evidence": "Private credit, especially asset-based, set to keep growing for insurers - Moody’s Research; Asset-based finance expected to drive private credit growth — Fitch Ratings", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 03:21:26.878951+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 53, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "e449ad44-3dd0-468b-be84-8f8cc32dcf6b", "evidence": "Asset-Based Finance Provides Protection for Investors", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.6, "extraction": { "at": "2026-07-17 03:21:27.008119+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 54, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Comparison frame", "slug": "comparison-frame", "status": "active", "bestFor": null, "canonId": "019dd9e1-484b-7399-a4fc-d14644b99f93", "version": 1, "bodyDocId": null, "description": "Two or more states/subjects placed side by side to expose a gap.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "5b7448cd-599b-4cc8-ac1f-4b54bb420b36", "evidence": "Targeting investments that feature additional structural protection to complement those provided by the underlying asset collateral", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:21:26.967264+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 54, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Annotation", "slug": "annotation", "status": "active", "bestFor": null, "canonId": "019dd956-b5b9-7668-bf0e-3af99823ec5c", "version": 1, "bodyDocId": null, "description": "Adding explanatory labels to highlight key data points", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-5d1d-759e-9bb5-52bd39c772e6", "evidence": "Stress-test annotations on dual-axis chart", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 55, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5d41-7550-950a-7642729c48ab", "evidence": "Callout 'withstand multiples of severe stress'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 55, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "Data Story Arc", "slug": "data-story-arc", "status": "active", "bestFor": null, "canonId": "019dd956-9c30-728e-b974-d3fb123dcf5a", "version": 1, "bodyDocId": null, "description": "Context → Conflict → Insight → Implication structure for data narratives", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "d6c3f084-1391-4651-8191-cf50da77236d", "evidence": "Requires Decades of Historical Data Points with Data Science", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:21:27.133278+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 56, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5d89-738b-813b-94b5df05c7d2", "evidence": "Callout: 'Data-intensive nature... barriers to entry'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 56, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5dad-76de-a8be-873dd0ea9c25", "evidence": "Action title 'M&A Playbook: Path to Value Creation'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 57, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Metaphor & Analogy", "slug": "metaphor-analogy", "status": "active", "bestFor": null, "canonId": "019dd956-adea-7729-bca1-70810d6238a9", "version": 1, "bodyDocId": null, "description": "Making abstract concepts concrete through familiar comparisons", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-5dd1-73eb-95d8-09ee62027206", "evidence": "Puzzle-piece metaphor for Alt Credit + IG Credit", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 59, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5e3c-706e-ad25-e41054a9643a", "evidence": "Action title 'More Diversified Set of Growth Drivers'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 61, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Closing Techniques", "slug": "closing-techniques", "status": "active", "bestFor": null, "canonId": "019dd956-af13-774b-a4fd-7db0a3a88d51", "version": 1, "bodyDocId": null, "description": "Strong endings: Callback, challenge, vision, clear CTA, memorable line", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-5e60-722d-8239-bd3a542ecd3f", "evidence": "Key takeaways close credit section", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 62, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "77025ec1-411a-4f7f-8b4e-e6472ea907bd", "evidence": "GP Strategic Capital", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:21:27.469548+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 63, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "f398dcaf-b9a9-48e9-a114-1bdcea2010e2", "evidence": "list/bullet: GP Strategic Capital AUM, GP Minority Stakes — $62.4bn, GP Debt Financing — $2.8bn, Professional Sports Minority Stakes — $0.9bn", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 03:21:27.043764+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 64, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Annotation", "slug": "annotation", "status": "active", "bestFor": null, "canonId": "019dd956-b5b9-7668-bf0e-3af99823ec5c", "version": 1, "bodyDocId": null, "description": "Adding explanatory labels to highlight key data points", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-5ea9-702e-8ae9-c035740ada51", "evidence": "Multiple CAGR callouts on chart", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 64, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "22462e49-ab2a-4ec8-a7aa-71f70a73ecfe", "evidence": "chart/bar-vertical: FRE Management Fees ($ millions)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:21:27.004255+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 64, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Authority Bias", "slug": "authority-bias", "status": "active", "bestFor": null, "canonId": "019dd956-c38d-70b9-a284-b2b479763356", "version": 1, "bodyDocId": null, "description": "Expert opinions are weighted more heavily - cite credible sources", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Architect", "Storyteller" ], "matchId": "019deac5-5ef1-767a-b11b-747d3c2e857a", "evidence": "MSCI Burgiss benchmark cited", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 65, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Data Story Arc", "slug": "data-story-arc", "status": "active", "bestFor": null, "canonId": "019dd956-9c30-728e-b974-d3fb123dcf5a", "version": 1, "bodyDocId": null, "description": "Context → Conflict → Insight → Implication structure for data narratives", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "b81c13c9-40ed-45e3-8e60-51a767933206", "evidence": "table/data: GP Stakes III (2016) $5.3bn Committed capital Net IRR 22.4% Net MOIC 2.76x Net DPI 1.25x GP Stakes IV (2019) $9.0bn Committed capital Net IRR 38.7% Net MOIC 2.08x Net DPI 0.86x GP Stakes V (2022) $12.9bn Comm", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:21:27.123511+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 65, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5ecc-700b-80c0-062769248713", "evidence": "Callout 'top quartile returns'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 65, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "Small Multiples", "slug": "small-multiples", "status": "active", "bestFor": null, "canonId": "019dd956-b32d-7586-b368-baa1dd388ed4", "version": 1, "bodyDocId": null, "description": "Repeating similar charts for comparison across categories or time", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-5f15-769d-9dff-4a1c41020e39", "evidence": "Repeated IRR/MOIC/DPI bars across vintages", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 66, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Chartjunk Elimination", "slug": "chartjunk-elimination", "status": "active", "bestFor": null, "canonId": "019dd956-b49e-7453-ab01-b60f338eeda1", "version": 1, "bodyDocId": null, "description": "Remove decorative elements that don't convey data: 3D effects, shadows, unnecessary gridlines", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "35c311aa-8ac5-4f01-9914-3cd308e0985f", "evidence": "The use of simple and clear visualizations, such as a donut chart and a bar-grouped chart, suggests an effort to eliminate chartjunk.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:03:12.834089+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 67, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Data-Ink Ratio", "slug": "data-ink-ratio", "status": "active", "bestFor": null, "canonId": "019dd956-afc8-70da-b378-92834d36fde6", "version": 1, "bodyDocId": null, "description": "Maximize data, minimize non-data ink - remove chartjunk and decoration", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "3f9b87e2-c4a3-4d57-a63f-6dd8f2b18a24", "evidence": "The slide features a data table and charts, indicating a focus on presenting data in a clear and efficient manner.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:03:12.80343+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 67, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Von Restorff Effect", "slug": "von-restorff-effect", "status": "active", "bestFor": null, "canonId": "019dd956-beab-73d8-9f62-30d0332e926e", "version": 1, "bodyDocId": null, "description": "Items that stand out are noticed and remembered - make key points visually distinct", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-5f39-71a5-acca-890712a9508b", "evidence": "Bubble size emphasizes Blue Owl dominance", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 68, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5f5f-720b-8552-fd4f05cd32ae", "evidence": "Title 'response to a significant unmet capital need'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 69, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "AIDA Model", "slug": "aida-model", "status": "active", "bestFor": null, "canonId": "019dd956-86fc-773c-813f-d416714b8413", "version": 1, "bodyDocId": null, "description": "Attention, Interest, Desire, Action - classic persuasion sequence", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "eb0821f3-7d5c-4054-ae1f-6ed36c052587", "evidence": "The slide has a clear attention-grabbing headline and presents information in a logical order, but it's not a strong instantiation of the AIDA model.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-16 22:03:12.926223+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 69, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Grid System", "slug": "grid-system", "status": "active", "bestFor": null, "canonId": "019dd956-b745-710f-8b70-825c603b1163", "version": 1, "bodyDocId": null, "description": "Aligning elements to invisible grid for visual harmony", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-5f83-70da-b945-86a391bb7bce", "evidence": "Grid of metric tiles + chart", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 71, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Annotation", "slug": "annotation", "status": "active", "bestFor": null, "canonId": "019dd956-b5b9-7668-bf0e-3af99823ec5c", "version": 1, "bodyDocId": null, "description": "Adding explanatory labels to highlight key data points", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-5faa-707a-8839-5bbd3964fc1e", "evidence": "Median 6.9x annotation on scatter", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 72, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5fce-771e-8df2-970f03b03938", "evidence": "Action title 'Scale Creates Leverage'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 72, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "c763dd2b-2d75-46bf-a125-6ad47e92c25a", "evidence": "The slide mentions transaction multiples, but it doesn't feature a clear waterfall chart.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-16 22:03:13.051334+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 72, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Audience frame", "slug": "audience-frame", "status": "active", "bestFor": null, "canonId": "2a1eefbd-5be8-4600-898b-49dbfcf73ec8", "version": 1, "bodyDocId": null, "description": "Tools for modelling and segmenting the audience (persona, JTBD, segmentation).", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ef32c208-2285-4263-af6b-1f3c9d0a3cb9", "evidence": "The slide presents information about the market opportunity, but it's not a clear instantiation of a specific tool.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-16 22:03:13.116059+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 73, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "narrativePurpose": null }, { "tool": { "name": "Closing Techniques", "slug": "closing-techniques", "status": "active", "bestFor": null, "canonId": "019dd956-af13-774b-a4fd-7db0a3a88d51", "version": 1, "bodyDocId": null, "description": "Strong endings: Callback, challenge, vision, clear CTA, memorable line", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-5ff2-7718-9c71-df24bc818f03", "evidence": "Section key takeaways", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 74, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Section divider", "slug": "section-divider", "status": "active", "bestFor": null, "canonId": "019dd9e1-4c66-707d-8d1f-6e14547134c7", "version": 1, "bodyDocId": null, "description": "A transitional slide marking the start of a new section.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "2154ab49-8ad1-4e88-a185-458dba37e847", "evidence": "The slide is a section divider with a clear headline and paragraph.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:03:13.207634+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 75, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6016-7663-9f6d-14908f2170cc", "evidence": "Action title '65% AUM CAGR'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 76, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Small Multiples", "slug": "small-multiples", "status": "active", "bestFor": null, "canonId": "019dd956-b32d-7586-b368-baa1dd388ed4", "version": 1, "bodyDocId": null, "description": "Repeating similar charts for comparison across categories or time", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-6082-741e-b5a4-c249f811e65f", "evidence": "Two parallel comparison tables", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 77, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Von Restorff Effect", "slug": "von-restorff-effect", "status": "active", "bestFor": null, "canonId": "019dd956-beab-73d8-9f62-30d0332e926e", "version": 1, "bodyDocId": null, "description": "Items that stand out are noticed and remembered - make key points visually distinct", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-605e-7228-9394-5c55c3955d99", "evidence": "'#1' callouts emphasized", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 77, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-60cb-7438-ac06-fc41737d3738", "evidence": "Title 'generational opportunity'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 79, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "f7c01423-f946-4072-a5ab-de9f9d3a7f5e", "evidence": "paragraph/paragraph: Data center demand will continue to hit unprecedented heights in the coming years, necessitating trillions of dollars in spending to hit desired capacity levels", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:03:13.461835+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 79, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-60ee-77a2-a5de-87d5009bf7dd", "evidence": "Callout '$1.1tn of new build capacity'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 79, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "Picture Superiority Effect", "slug": "picture-superiority-effect", "status": "active", "bestFor": null, "canonId": "019dd956-c201-7014-bb58-3e85e3e11dfd", "version": 1, "bodyDocId": null, "description": "Pictures remembered 6x better than words - prioritize visuals over text", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-61a4-77a4-80c3-f59d7b20058c", "evidence": "Map visual carries the expansion thesis", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 84, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-617f-777b-b6e1-1b5e9bce6cad", "evidence": "Callouts 'dominant share' / 'few players in EU'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 84, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-61c8-71cf-9814-87d342a93443", "evidence": "Callout 'less than 1% globally'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 85, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-61ed-754e-afb9-1049aa313aa9", "evidence": "Action title states secular themes", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 86, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Annotation", "slug": "annotation", "status": "active", "bestFor": null, "canonId": "019dd956-b5b9-7668-bf0e-3af99823ec5c", "version": 1, "bodyDocId": null, "description": "Adding explanatory labels to highlight key data points", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-6211-71a5-8847-64b4d311a917", "evidence": "'15.8% CAGR' annotation", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 88, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Metaphor & Analogy", "slug": "metaphor-analogy", "status": "active", "bestFor": null, "canonId": "019dd956-adea-7729-bca1-70810d6238a9", "version": 1, "bodyDocId": null, "description": "Making abstract concepts concrete through familiar comparisons", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-6259-7266-a344-37ae55a5915d", "evidence": "Bridge visual connects current to TAM", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 90, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "4cb4704d-809a-431b-93f7-4c35ed489b6c", "evidence": "The Pending Maturity Wall in CRE Presents Opportunity", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-16 22:03:13.225147+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 91, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-627c-756a-a261-d6aa4726227a", "evidence": "Action title 'Maturity Wall Presents Opportunity'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 91, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-62a1-76a3-9168-41d259f86264", "evidence": "Callout '$3tn maturing 2025-2029'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 91, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "675c49b7-0dea-44d7-86b7-d1c8a6964d1e", "evidence": "chart/bar-vertical: U.S. Commercial Real Estate Value Decline (2022 – 2023)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:03:13.185186+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 91, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Grid System", "slug": "grid-system", "status": "active", "bestFor": null, "canonId": "019dd956-b745-710f-8b70-825c603b1163", "version": 1, "bodyDocId": null, "description": "Aligning elements to invisible grid for visual harmony", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-62c5-71e3-9d48-48931d831da0", "evidence": "Map + metrics grid layout", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 93, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Map / spatial", "slug": "map-spatial", "status": "active", "bestFor": null, "canonId": "019dd9e1-4f52-724d-8b4e-b5ed8925a0a0", "version": 1, "bodyDocId": null, "description": "Geographic or spatial visualisation.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "7395e25c-4918-423f-bb1c-07ec39cde445", "evidence": "image/map: World map with location markers", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:03:13.340889+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 93, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "narrativePurpose": null }, { "tool": { "name": "Annotation", "slug": "annotation", "status": "active", "bestFor": null, "canonId": "019dd956-b5b9-7668-bf0e-3af99823ec5c", "version": 1, "bodyDocId": null, "description": "Adding explanatory labels to highlight key data points", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-62e9-774a-be5d-afcd56af0b9e", "evidence": "Annotated dual-axis growth chart", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 94, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-630e-74d0-bedc-09c849341c2b", "evidence": "Callout on scale/vertical integration", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 94, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "Annotation", "slug": "annotation", "status": "active", "bestFor": null, "canonId": "019dd956-b5b9-7668-bf0e-3af99823ec5c", "version": 1, "bodyDocId": null, "description": "Adding explanatory labels to highlight key data points", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-6332-779d-ad37-3ad95b591936", "evidence": "'21% CAGR' annotation", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 95, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "3c603df9-8bbd-4e38-b410-ab1b92ad2048", "evidence": "list/bullet: Scale Global Sites: Rise in data creation driving demand for increasingly large sites with power.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:03:13.497295+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 96, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-637b-77b9-b1cc-bb988fb5b38c", "evidence": "Hub-spoke layout articulates value to both sides", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 97, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-639f-776f-a2a8-7ba511727898", "evidence": "Title 'Power of the Platform'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 99, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Grid System", "slug": "grid-system", "status": "active", "bestFor": null, "canonId": "019dd956-b745-710f-8b70-825c603b1163", "version": 1, "bodyDocId": null, "description": "Aligning elements to invisible grid for visual harmony", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-63c3-773b-9882-bb59b851ec81", "evidence": "Verified 2x2 quadrant layout (image)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 99, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Picture Superiority Effect", "slug": "picture-superiority-effect", "status": "active", "bestFor": null, "canonId": "019dd956-c201-7014-bb58-3e85e3e11dfd", "version": 1, "bodyDocId": null, "description": "Pictures remembered 6x better than words - prioritize visuals over text", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-63e7-732e-813c-c26dd73f9bbd", "evidence": "Icon-driven visual layout", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 99, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-640c-722e-8593-aebf2870529b", "evidence": "Action title 'Fastest Growing Platform'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 100, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Closing Techniques", "slug": "closing-techniques", "status": "active", "bestFor": null, "canonId": "019dd956-af13-774b-a4fd-7db0a3a88d51", "version": 1, "bodyDocId": null, "description": "Strong endings: Callback, challenge, vision, clear CTA, memorable line", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-6430-735c-9bfc-5431a331c741", "evidence": "Section key takeaways", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 101, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "AIDA Model", "slug": "aida-model", "status": "active", "bestFor": null, "canonId": "019dd956-86fc-773c-813f-d416714b8413", "version": 1, "bodyDocId": null, "description": "Attention, Interest, Desire, Action - classic persuasion sequence", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "382d7175-fa07-45fe-af88-64b093610590", "evidence": "The components mention 'Roll out the Blue Owl M&A playbook' and 'Identify areas of the market', which suggests a structured approach to engaging the audience.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:03:19.122513+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 105, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ccd283d5-b321-4211-b405-689463b11130", "evidence": "The 2x2 matrix is not explicitly shown but the description of 'diagram/other' and 'metric/primary' suggests a visual element that could be a matrix.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:03:19.241185+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 107, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6479-736d-8259-cf19f99f56e4", "evidence": "Action title 'Expanding Value Proposition to Insurers'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 107, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Metaphor & Analogy", "slug": "metaphor-analogy", "status": "active", "bestFor": null, "canonId": "019dd956-adea-7729-bca1-70810d6238a9", "version": 1, "bodyDocId": null, "description": "Making abstract concepts concrete through familiar comparisons", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-649e-71cb-9a24-528185fbaa36", "evidence": "Additive equation visual: existing + Kuvare = $35bn", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 107, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Canvas framework", "slug": "canvas-framework", "status": "active", "bestFor": null, "canonId": "019dd9e1-5005-762c-82f8-265b08436ca1", "version": 1, "bodyDocId": null, "description": "Named canvas (business model canvas, value prop canvas, etc.).", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "4bfce6d4-f178-4aaa-89d4-22bb2c454b37", "evidence": "The 'Insurance Product Map' suggests a structured framework for presenting information.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:03:19.318893+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 108, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-64e6-7703-979a-745ff6aee68f", "evidence": "Callout '<15% currently advised by alts'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 109, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-650b-7018-a066-784ffdc4275a", "evidence": "Callout 'Partner with insurance clients, not compete'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 110, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "Venn diagram", "slug": "venn-diagram", "status": "active", "bestFor": null, "canonId": "019de52d-1f53-7290-96c8-79388c95fc17", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "1a7e0776-dd58-4d6b-bcec-ef11653cab2e", "evidence": "The components explicitly mention a 'Venn diagram showing the intersection of Yield-Oriented Alternative Assets, Private Asset Expertise, and Investment Grade Capability'.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:03:19.435522+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 110, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "14fd08cc-303d-4ba3-85cb-df6c923aee53", "evidence": "The slide mentions 'Partner with insurance clients, not compete', suggesting an understanding of the target audience.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.6, "extraction": { "at": "2026-07-16 22:03:19.517955+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 111, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "517a2b68-d2b7-4ed9-9bca-16064af987aa", "evidence": "The components mention a '2x2 matrix of investment strategies'.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:03:19.59777+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 112, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Contrast Principle", "slug": "contrast-principle", "status": "active", "bestFor": null, "canonId": "019dd956-bf0f-73ae-b9df-e60508cdaa65", "version": 1, "bodyDocId": null, "description": "Higher visual weight draws attention - use contrast strategically for emphasis", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-657a-77c7-928f-1d2ab61aee14", "evidence": "Dashed box highlights Blue Owl's quadrant", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 112, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6551-735f-b0c6-66e567f1c4da", "evidence": "Callout 'Strong Returns and Capital Efficiency'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 112, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "Grid System", "slug": "grid-system", "status": "active", "bestFor": null, "canonId": "019dd956-b745-710f-8b70-825c603b1163", "version": 1, "bodyDocId": null, "description": "Aligning elements to invisible grid for visual harmony", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-65c5-7338-aa37-9dd20bb2d8fa", "evidence": "Vertical timeline of 6 metric tiles", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 115, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Annotation", "slug": "annotation", "status": "active", "bestFor": null, "canonId": "019dd956-b5b9-7668-bf0e-3af99823ec5c", "version": 1, "bodyDocId": null, "description": "Adding explanatory labels to highlight key data points", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-6610-75c4-bd27-df1472ef2d85", "evidence": "Annotated allocation-growth chart", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 116, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-667f-7178-82c1-4e598e3d0de2", "evidence": "Callout 'doubled our client base'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 118, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-66c8-753f-9da3-3b9eff797a20", "evidence": "Callout '100%+ increase in fund size'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 119, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-670f-7787-a50f-ae366e31d40f", "evidence": "Action title 'Enormous and Still in the Early Innings'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 123, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6733-777e-933b-51a9fc92588c", "evidence": "Callout 'Every 1% of allocation = $2-3tn'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 123, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6756-7219-ae58-71a63fbf7042", "evidence": "Action title 'Market Share is Consolidating'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 124, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Market Segmentation Pyramid", "slug": "market-segmentation-pyramid", "status": "active", "bestFor": null, "canonId": "1c9f3543-c96f-4a5b-b4a4-9b2a412c0aaf", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "af9e79a1-f8ce-4672-b418-7fa66eb3927e", "evidence": "Market Share is Consolidating Amongst a Small Number of Managers Creating Significant Barriers to Entry", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:21:28.795638+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 124, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "866279bb-151f-406f-b066-3e8f818de3e4", "evidence": "Favorability toward Blue Owl and peers", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 03:21:28.86328+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 125, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "bf60b753-01eb-4c36-b0c9-52043b430c1c", "evidence": "chart/waterfall: Waterfall chart showing AUM growth", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:03:16.963204+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 128, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Grid System", "slug": "grid-system", "status": "active", "bestFor": null, "canonId": "019dd956-b745-710f-8b70-825c603b1163", "version": 1, "bodyDocId": null, "description": "Aligning elements to invisible grid for visual harmony", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-682e-779d-8dac-c559c9cc972a", "evidence": "KPI grid summary", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 130, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Closing Techniques", "slug": "closing-techniques", "status": "active", "bestFor": null, "canonId": "019dd956-af13-774b-a4fd-7db0a3a88d51", "version": 1, "bodyDocId": null, "description": "Strong endings: Callback, challenge, vision, clear CTA, memorable line", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-6852-72e9-9b47-6efbada6edaf", "evidence": "Vision close to wealth section", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 131, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-689c-7291-963b-defb78e06e86", "evidence": "Callout 'Same team. Same vision. New opportunities.'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 133, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e9969dae-a73a-42e5-a9d9-13e03fe0b730", "evidence": "chart/waterfall: Waterfall chart showing AUM growth from $12bn to $34bn", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:03:17.198388+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 133, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-68e4-709a-91a9-f2153e3e2e82", "evidence": "Action title states barriers as M&A catalyst", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 134, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Closing Techniques", "slug": "closing-techniques", "status": "active", "bestFor": null, "canonId": "019dd956-af13-774b-a4fd-7db0a3a88d51", "version": 1, "bodyDocId": null, "description": "Strong endings: Callback, challenge, vision, clear CTA, memorable line", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-692b-7379-8a1d-8d83faaaca9b", "evidence": "Key takeaways summary", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 136, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6950-752e-a75b-06eb3cebbd7a", "evidence": "Action title 'Significant Growth in AUM Since Listing'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 138, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Small Multiples", "slug": "small-multiples", "status": "active", "bestFor": null, "canonId": "019dd956-b32d-7586-b368-baa1dd388ed4", "version": 1, "bodyDocId": null, "description": "Repeating similar charts for comparison across categories or time", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-6974-72f9-9213-8b11f6d0b144", "evidence": "Three identical bar charts AUM/FPAUM/Perm", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 138, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Small Multiples", "slug": "small-multiples", "status": "active", "bestFor": null, "canonId": "019dd956-b32d-7586-b368-baa1dd388ed4", "version": 1, "bodyDocId": null, "description": "Repeating similar charts for comparison across categories or time", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-6999-774f-bb53-802719bdcf96", "evidence": "Three parallel growth charts", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 139, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-69bd-70c1-8a77-09a0467c588e", "evidence": "Callout 'CAGRs of over 30%'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 139, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "b6c375b3-6980-4424-9e33-247f42f94460", "evidence": "CAGRs of over 30% in all key metrics since listing", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 03:21:28.964958+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 139, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "f234fd74-2088-4489-8cfc-570aff037748", "evidence": "100% of earnings are FRE; Permanent capital base creates earnings layer cake; 90+% of FRE Management Fees from permanent capital vehicles; Best-in-class average fee rate; Highly favorable FRE margin; Significant", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:21:29.032463+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 140, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-69e1-730d-86ad-635d043a19ae", "evidence": "Callout 'Predictable, durable... less volatility'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 140, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "Annotation", "slug": "annotation", "status": "active", "bestFor": null, "canonId": "019dd956-b5b9-7668-bf0e-3af99823ec5c", "version": 1, "bodyDocId": null, "description": "Adding explanatory labels to highlight key data points", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-6a05-712c-9cef-adebaf2f92e5", "evidence": "Multi-line market overlays annotate FRE growth", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 141, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Annotation", "slug": "annotation", "status": "active", "bestFor": null, "canonId": "019dd956-b5b9-7668-bf0e-3af99823ec5c", "version": 1, "bodyDocId": null, "description": "Adding explanatory labels to highlight key data points", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-6a2a-75bc-8f73-e72f27ab50d2", "evidence": "Callouts 30+% CAGR and SOFR sensitivity", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 142, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6a4f-70e8-b460-ae402cb87fe4", "evidence": "Sensitivity callout articulates rate impact", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 142, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6a74-7469-b4b5-fb89fcd5c7fc", "evidence": "Action title 'Significantly Outpacing Peers'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 143, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6a97-707d-ad3c-7a2b184840b2", "evidence": "Callout '2.5x peer average and 1.7x highest peer'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 143, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6abc-710b-91e1-8a93fbff6e92", "evidence": "Action title 'Permanency and Duration of Capital'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 144, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6ae0-70c0-9dd4-16585af0f104", "evidence": "Callout '~$435m of embedded earnings'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 144, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6b05-75e9-adb7-6aa28d2b70d5", "evidence": "Action title 'Not Subject to Market Volatility'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 145, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6b2a-7182-96b0-cf1fcd9016d8", "evidence": "Callout articulates earnings durability", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 145, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "Small Multiples", "slug": "small-multiples", "status": "active", "bestFor": null, "canonId": "019dd956-b32d-7586-b368-baa1dd388ed4", "version": 1, "bodyDocId": null, "description": "Repeating similar charts for comparison across categories or time", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-6b4d-762f-a903-3a7852e58c03", "evidence": "Two parallel fundraise growth charts", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 146, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Small Multiples", "slug": "small-multiples", "status": "active", "bestFor": null, "canonId": "019dd956-b32d-7586-b368-baa1dd388ed4", "version": 1, "bodyDocId": null, "description": "Repeating similar charts for comparison across categories or time", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-6b71-7448-ae03-2229da4c82c3", "evidence": "Three vintages bar charts side by side", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 147, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Annotation", "slug": "annotation", "status": "active", "bestFor": null, "canonId": "019dd956-b5b9-7668-bf0e-3af99823ec5c", "version": 1, "bodyDocId": null, "description": "Adding explanatory labels to highlight key data points", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-6b96-730a-81e2-9ada8e5440ae", "evidence": "2029 projection arrow annotated", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 148, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Data-Ink Ratio", "slug": "data-ink-ratio", "status": "active", "bestFor": null, "canonId": "019dd956-afc8-70da-b378-92834d36fde6", "version": 1, "bodyDocId": null, "description": "Maximize data, minimize non-data ink - remove chartjunk and decoration", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "ab4f09c3-74f1-4563-9cda-d618ef79e08a", "evidence": "chart/bar-stacked: Stacked bar chart showing AUM growth by segment", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:21:29.419369+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 148, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Causal Chain", "slug": "causal-chain", "status": "active", "bestFor": null, "canonId": "019dd956-9e98-7269-907b-8cf727e9499d", "version": 1, "bodyDocId": null, "description": "Showing how one event leads to another in sequence", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "4ce310df-b979-4db7-a924-ef796bdb8b26", "evidence": "diagram/process: Causal mapping of strategy to growth", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:21:29.487984+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 149, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6bde-711c-905d-a017663789a7", "evidence": "Callout 'Diversification with long track records'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 151, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6c26-750e-95ed-40a7b57f8bf3", "evidence": "Callout 'replicate this with Atalaya & IPI'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 152, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "bc93929f-6cf7-4bc1-931f-5f18db5fc888", "evidence": "Comparison table of metrics between Oak Street at signing and Net Lease today", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:03:16.084004+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 152, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "b1de2799-9a38-4079-ac4f-14bbcc9f8c95", "evidence": "Waterfall chart showing growth from FRE Revenue at signing to Current Earnings Power", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:03:16.050164+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 152, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Small Multiples", "slug": "small-multiples", "status": "active", "bestFor": null, "canonId": "019dd956-b32d-7586-b368-baa1dd388ed4", "version": 1, "bodyDocId": null, "description": "Repeating similar charts for comparison across categories or time", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-6c6d-71ad-a604-e650443ca565", "evidence": "Three identical projection mini-charts", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 153, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Annotation", "slug": "annotation", "status": "active", "bestFor": null, "canonId": "019dd956-b5b9-7668-bf0e-3af99823ec5c", "version": 1, "bodyDocId": null, "description": "Adding explanatory labels to highlight key data points", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-6cd9-70db-a6a4-18688a43a34f", "evidence": "Waterfall annotated with growth driver totals", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 155, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6cb6-768f-86e1-72221c6f3917", "evidence": "Callout '$10-15bn raised per year'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 155, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6cfe-74ab-86cf-0fb73352d0bf", "evidence": "Action title 'AUM Will Exceed $500 Billion by 2029'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 156, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6d22-768f-b140-4b3541a03400", "evidence": "Callouts '4x growth' and '2x+'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 156, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6d47-74f3-ad91-7f6cb1abf9be", "evidence": "Action title 'Velocity of Capital Different Than Peers'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 157, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6d6d-7681-a038-33346b3a7f44", "evidence": "Callout '$1 generates 3x more FRE than peers'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 157, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "Closing Techniques", "slug": "closing-techniques", "status": "active", "bestFor": null, "canonId": "019dd956-af13-774b-a4fd-7db0a3a88d51", "version": 1, "bodyDocId": null, "description": "Strong endings: Callback, challenge, vision, clear CTA, memorable line", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-6d93-7289-9614-9777c13fcc23", "evidence": "Recap of corporate achievements", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 158, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Closing Techniques", "slug": "closing-techniques", "status": "active", "bestFor": null, "canonId": "019dd956-af13-774b-a4fd-7db0a3a88d51", "version": 1, "bodyDocId": null, "description": "Strong endings: Callback, challenge, vision, clear CTA, memorable line", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-6e00-721c-a5f2-a12f2a96b14a", "evidence": "Closing key takeaways list", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 160, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Closing Techniques", "slug": "closing-techniques", "status": "active", "bestFor": null, "canonId": "019dd956-af13-774b-a4fd-7db0a3a88d51", "version": 1, "bodyDocId": null, "description": "Strong endings: Callback, challenge, vision, clear CTA, memorable line", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-6e49-737a-80cd-23c7cf853235", "evidence": "Final slogan 'Diversification, Innovation, and Scale'", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 161, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Core Message Extraction", "slug": "core-message-extraction", "status": "active", "bestFor": "Any slide that carries an argument or finding. The diagnostic: if the slide has a chart on it, it needs a core message. Run extraction whenever the current title is a topic (Q3 performance, Customer satisfaction) rather than a claim, or when a reader could reasonably draw more than one conclusion from the visible evidence.", "canonId": "019dd956-bc71-707d-8867-1b2e810175cf", "version": 1, "bodyDocId": "f85613cb-4b77-462f-bfe6-3b862516e1a6", "description": "The discipline of distilling raw analysis, data, or content into a single declarative sentence — the slide's core message — that the audience would walk away with if they remembered nothing else. Process, not artefact: extraction questions run on the raw content until one sentence falls out.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6e6c-7300-a5c1-654318e6b1b3", "evidence": "Three-word distillation of full deck thesis", "pageRefs": null, "priority": null, "whenToUse": "Any slide that carries an argument or finding. The diagnostic: if the slide has a chart on it, it needs a core message. Run extraction whenever the current title is a topic (Q3 performance, Customer satisfaction) rather than a claim, or when a reader could reasonably draw more than one conclusion from the visible evidence.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 161, "whyItWorks": "Solves the two failure modes of slide writing simultaneously: the topic title (which outsources interpretation to the audience and produces three different conclusions in three different heads) and the multi-thesis stapler (which exceeds working memory and gets remembered as fragments). Aligns with how readers actually consume decks — Heath & Heath's Find the Core, the journalist's nut graf, and Minto's governing thought all converge on the same cognitive economics.", "antipattern": "Topic titles disguised as core messages (Customer satisfaction, no verb, no stake); multi-thesis sentences stapled with and; hedged sentences (may show signs of possible softening); chart-caption titles (Revenue fell 4%) that restate what the chart already shows instead of naming the so-what; meta-commentary (this slide explores...) that describes the slide rather than concluding it.", "cardinality": null, "narrativePurpose": "Forces the slide author to do the interpretive work before the slide ships, so the audience does not have to do it during the meeting. Wins the WYSIATI battle on purpose — the loudest fragment on the page becomes the author's chosen sentence rather than whichever chart label happens to be largest." }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "6d949d0b-a4ea-46d1-9b2b-30307d2b8b12", "evidence": "Financial reconciliation table with rows for GAAP Net Income, adjustments, and Distributable Earnings", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:03:15.762907+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 179, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e9259422-dfd2-43b8-a336-1bcd883c4562", "evidence": "Financial reconciliation table with rows for GAAP Net Income, adjustments, and Distributable Earnings", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:03:15.829764+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 180, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "0ae31bfa-e930-48a5-a47b-5d5804b44f29", "evidence": "Financial reconciliation table showing GAAP to Non-GAAP adjustments for 7 quarters", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:03:15.899009+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 181, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "d9861d28-89dc-4d79-b07a-6058a00f2c09", "evidence": "Reconciliation of GAAP Management Fees to FRE Management Fees for various periods", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:03:15.969877+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 182, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "c5675709-0f26-417c-97d4-80a1f6bfabd2", "evidence": "Two-part table reconciling GAAP Management Fees to FRE Management Fees for quarters from 4Q'24 back to 1Q'21", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:03:16.036985+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 183, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ba799cb1-e964-4c4c-8245-961f59330142", "evidence": "Glossary table containing terms and their corresponding definitions", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:03:16.142467+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 185, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "df687aa9-f1cc-43c0-96f1-969bdc919ac8", "evidence": "GAAP: Refers to U.S. generally accepted accounting principles. GFC: Refers to the global financial crisis", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:03:16.209605+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 186, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "019deac5-6eb5-71a9-9957-07939e39f0e0", "evidence": "Five strategic pillar summary", "framework": null, "confidence": 65, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 31, "frameworkName": "Three Pillars Framework" }, { "matchId": "019deac5-6edb-7698-8a2d-2346397fbbd3", "evidence": "Scenario-based stock price sensitivity analysis", "framework": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 32, "frameworkName": "Scenario Analysis" }, { "matchId": "019deac5-6f00-73a1-9e08-7be612ec808f", "evidence": "Funnel from 9,963 sourced to 512 closed", "framework": null, "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 38, "frameworkName": "Funnel Analysis" }, { "matchId": "019deac5-6f24-72bf-883f-fa81fade0678", "evidence": "Pyramid segmenting middle-market lenders by size/capability", "framework": null, "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 42, "frameworkName": "Market Segmentation Pyramid" }, { "matchId": "019deac5-6f49-708b-a6ee-5adeea5f8edd", "evidence": "Iceberg labelled 'Legacy' above water and 'Untapped Universe' below (verified)", "framework": null, "confidence": 95, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 48, "frameworkName": "Iceberg model" }, { "matchId": "019deac5-6f6e-770e-ac42-2a60322ecfd5", "evidence": "Tree decomposing Private Credit → ABF segments", "framework": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 49, "frameworkName": "Issue Tree" }, { "matchId": "019deac5-6f94-773e-ba2e-41a9caff4280", "evidence": "Where you live / How you buy 'Main Street' journey", "framework": null, "confidence": 60, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 50, "frameworkName": "Customer journey map" }, { "matchId": "019deac5-6fbb-75fd-b198-880c4c994d2e", "evidence": "Three-circle Venn for ABF value propositions", "framework": null, "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 53, "frameworkName": "Venn diagram" }, { "matchId": "019deac5-6fdf-7000-b53a-8355f9012a12", "evidence": "Multi-dimensional Risk/Purpose/Delinquency model", "framework": null, "confidence": 65, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 56, "frameworkName": "NxN matrix" }, { "matchId": "019deac5-7004-71cf-ac9c-2104b847adcb", "evidence": "Venn-style market penetration vs TAM", "framework": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 73, "frameworkName": "Venn diagram" }, { "matchId": "019deac5-7028-757a-87a0-6938634d7cc5", "evidence": "Verified 2x2 quadrant layout with central Blue Owl logo", "framework": null, "confidence": 95, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 99, "frameworkName": "2x2 Matrix" }, { "matchId": "019deac5-704b-7087-b8ba-a7e26639e33a", "evidence": "Venn for Yield-Oriented / Private / Insurance intersection", "framework": null, "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 110, "frameworkName": "Venn diagram" }, { "matchId": "019deac5-706f-748d-9039-a57ad1c621eb", "evidence": "2x2 of Return vs Capital Efficiency with quadrant highlight", "framework": null, "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 112, "frameworkName": "2x2 Matrix" }, { "matchId": "019deac5-7093-7249-baed-4beb2b5b965f", "evidence": "Waterfall-style embedded earnings calculation", "framework": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 144, "frameworkName": "Waterfall / value bridge" }, { "matchId": "019deac5-70b8-7374-909c-07c6870da76a", "evidence": "Verified waterfall building from FRE Revenue to Current Earnings Power", "framework": null, "confidence": 95, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 152, "frameworkName": "Waterfall chart" }, { "matchId": "019deac5-70dc-75eb-a31f-30e7d156aff2", "evidence": "Waterfall from $2.0bn → $5.1bn+ FRE management fees", "framework": null, "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 155, "frameworkName": "Waterfall / value bridge" } ], "patterns": [] }, "storymakers": { "model": "claude-cli", "backend": "claude", "rawJson": { "arc": { "id": 1, "slug": "consultants-gambit", "beats": [ { "name": "Situation & Context", "end_page": 26, "evidence": "Shareholder shift, 140% return, 2022→2024 evolution, peer leadership, market scale", "position": 1, "start_page": 5 }, { "name": "Problem & Complication", "end_page": 27, "evidence": "Section divider asks 'What can we accomplish over the next 5 years?'", "position": 2, "start_page": 27 }, { "name": "Solution & Approach", "end_page": 136, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "start_page": 28 }, { "name": "Evidence & Proof", "end_page": 159, "evidence": "Financial Review section shows FRE growth, peer benchmarks, durability and shareholder value", "position": 4, "start_page": 137 }, { "name": "Impact & Next Steps", "end_page": 162, "evidence": "Key Takeaways with $500bn+ AUM target, Diversification/Innovation/Scale, Q&A", "position": 5, "start_page": 160 } ], "evidence": "Recap (p.5-26) → 5-year question (p.27) → segment strategies (p.28-136) → financial proof (p.137-159) → takeaways/Q&A (p.160-162).", "confidence": 82 }, "loops": [ { "id": 21, "slug": "21-before-after", "end_page": 14, "evidence": "Explicit 'Listing vs Today' tables and 2022 vs 2024 AUM comparisons (p.11, p.13 vs p.14)", "position": 1, "objective": "Show how Blue Owl evolved since 2022 listing", "confidence": 85, "start_page": 5 }, { "id": 39, "slug": "39-benchmark-gap", "end_page": 18, "evidence": "Peer-bar charts, '#1' flags across FRE/DE/AUM/Permanent Capital CAGRs", "position": 2, "objective": "Show OWL outperforming peer averages on every metric", "confidence": 90, "start_page": 15 }, { "id": 15, "slug": "15-why-now", "end_page": 23, "evidence": "$11T market, 401k opportunity, allocation growth, global resourcing", "position": 3, "objective": "Establish secular tailwinds in alternatives", "confidence": 85, "start_page": 19 }, { "id": 24, "slug": "24-time-machine", "end_page": 32, "evidence": "Section opens 'next 5 years', then 2024→2029 doubling and stock upside scenarios", "position": 4, "objective": "Cast 5-year vision and stock upside", "confidence": 80, "start_page": 27 }, { "id": 16, "slug": "16-david-goliath", "end_page": 45, "evidence": "Outsized share gain vs industry, 'Why We're Winning' callout (p.41), market pyramid (p.42)", "position": 5, "objective": "Position Blue Owl Direct Lending as winning share against banks/peers", "confidence": 78, "start_page": 34 }, { "id": 10, "slug": "10-iceberg", "end_page": 57, "evidence": "Explicit iceberg metaphor (p.48), $11T TAM and 4x penetration headroom (p.52)", "position": 6, "objective": "Reveal Alternative Credit's hidden opportunity beneath the surface", "confidence": 90, "start_page": 47 }, { "id": 21, "slug": "21-before-after", "end_page": 62, "evidence": "Comparison of 2022 vs today bite size and product breadth (p.60)", "position": 7, "objective": "Show expanded credit funnel and broader value to clients", "confidence": 70, "start_page": 59 }, { "id": 6, "slug": "06-zoom-in", "end_page": 73, "evidence": "By-the-numbers → vintage performance → market share → addressable opportunity", "position": 8, "objective": "Drill into GP Strategic Capital leadership and runway", "confidence": 78, "start_page": 64 }, { "id": 4, "slug": "04-tale-two-worlds", "end_page": 86, "evidence": "Today vs 2009 leadership table (p.82), then European expansion thesis (p.84-85)", "position": 9, "objective": "Contrast Blue Owl Net Lease leadership with thinly-served European TAM", "confidence": 75, "start_page": 76 }, { "id": 15, "slug": "15-why-now", "end_page": 91, "evidence": "$3tn maturity wall and asset-value reset framed as opportunity window (p.91)", "position": 10, "objective": "Make the case for Real Estate Credit timing", "confidence": 80, "start_page": 88 }, { "id": 15, "slug": "15-why-now", "end_page": 100, "evidence": "$1.1tn build need, supply/demand imbalance, vacancy compression (p.94-95)", "position": 11, "objective": "Frame Digital Infrastructure as a generational opportunity", "confidence": 85, "start_page": 93 }, { "id": 21, "slug": "21-before-after", "end_page": 113, "evidence": "Additive equation existing+Kuvare = $35bn+ (p.107), 2x2 strategy fit (p.112)", "position": 12, "objective": "Show insurance scale jump via Kuvare and tailored solutions", "confidence": 72, "start_page": 107 }, { "id": 21, "slug": "21-before-after", "end_page": 121, "evidence": "Vertical timeline of 6 metrics 'since last investor day' (p.115), case study Oak Street (p.119)", "position": 13, "objective": "Recap institutional growth since last Investor Day", "confidence": 75, "start_page": 115 }, { "id": 14, "slug": "14-day-in-life", "end_page": 136, "evidence": "TAM $30-40T, market share leader, playbook applied to new strategies (p.133)", "position": 14, "objective": "Sell the Private Wealth opportunity and Blue Owl's playbook", "confidence": 70, "start_page": 123 }, { "id": 2, "slug": "02-pattern-hunter", "end_page": 145, "evidence": "Successive charts: 15Q growth, Part I durability, peer comparison, permanence of capital", "position": 15, "objective": "Stack evidence of durable, peer-beating financial performance", "confidence": 82, "start_page": 138 }, { "id": 24, "slug": "24-time-machine", "end_page": 156, "evidence": "Forward-looking fund scaling, growth drivers and explicit 'AUM will exceed $500bn by 2029' (p.156)", "position": 16, "objective": "Project the path to $500bn AUM by 2029", "confidence": 80, "start_page": 146 }, { "id": 39, "slug": "39-benchmark-gap", "end_page": 161, "evidence": "'$1 raised by OWL generates 3x more FRE than peers' (p.157), 140% TSR recap (p.159)", "position": 17, "objective": "Close with capital-velocity advantage vs peers", "confidence": 80, "start_page": 157 } ], "slide_tools": [ { "tools": [ { "id": 142, "slug": "grid-system", "layer": "Slide", "evidence": "Schedule table aligned to grid", "confidence": 80 } ], "page_number": 3 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Title states the insight: 'Shareholder base has meaningfully changed'", "confidence": 90 }, { "id": 78, "slug": "contrast-pairs", "layer": "Loop", "evidence": "Two pie charts: listing vs YE2024 ownership", "confidence": 85 }, { "id": 26, "slug": "before-after-bridge", "layer": "Block", "evidence": "Before/after pie comparison structure", "confidence": 80 } ], "page_number": 5 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Action title implied: 'Over the past 3 years...'", "confidence": 85 }, { "id": 56, "slug": "anchoring-bias", "layer": "Block", "evidence": "140% TSR anchor framing the deck", "confidence": 85 }, { "id": 158, "slug": "von-restorff-effect", "layer": "Slide", "evidence": "Big '140%' number stands out", "confidence": 70 } ], "page_number": 6 }, { "tools": [ { "id": 123, "slug": "opening-hooks", "layer": "Slide", "evidence": "Gretzky quote opens vision section", "confidence": 90 }, { "id": 156, "slug": "emotional-appeal", "layer": "Slide", "evidence": "Quote-only minimalist slide as hook", "confidence": 75 } ], "page_number": 8 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Thesis headline summarizing growth and diversification", "confidence": 90 }, { "id": 3, "slug": "pyramid-principle", "layer": "Block", "evidence": "Answer-first thesis statement leads section", "confidence": 75 } ], "page_number": 10 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Callout 'Soaring to new heights...'", "confidence": 80 }, { "id": 78, "slug": "contrast-pairs", "layer": "Loop", "evidence": "Listing vs Today comparison table across 7 metrics", "confidence": 90 } ], "page_number": 11 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Action title states accomplishments", "confidence": 90 }, { "id": 138, "slug": "annotation", "layer": "Slide", "evidence": "'49% CAGR' annotations on chart", "confidence": 85 }, { "id": 159, "slug": "contrast-principle", "layer": "Slide", "evidence": "Stacked bar uses color contrast for asset classes", "confidence": 70 } ], "page_number": 12 }, { "tools": [ { "id": 142, "slug": "grid-system", "layer": "Slide", "evidence": "Hierarchical box layout for AUM decomposition", "confidence": 80 }, { "id": 26, "slug": "before-after-bridge", "layer": "Block", "evidence": "Forms 'before' half of 2022 vs today comparison", "confidence": 80 } ], "page_number": 13 }, { "tools": [ { "id": 142, "slug": "grid-system", "layer": "Slide", "evidence": "Hierarchical box layout for AUM decomposition", "confidence": 80 }, { "id": 158, "slug": "von-restorff-effect", "layer": "Slide", "evidence": "$251bn anchor metric stands out vs $102bn", "confidence": 70 } ], "page_number": 14 }, { "tools": [ { "id": 133, "slug": "small-multiples", "layer": "Slide", "evidence": "Three timeline bars for three strategies", "confidence": 75 } ], "page_number": 15 }, { "tools": [ { "id": 133, "slug": "small-multiples", "layer": "Slide", "evidence": "Multiple parallel timeline bars for many strategies", "confidence": 80 } ], "page_number": 16 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Title states 'demonstrated differentiated growth'", "confidence": 90 }, { "id": 133, "slug": "small-multiples", "layer": "Slide", "evidence": "Four parallel bar comparisons for FRE/DE/AUM/Perm Capital", "confidence": 90 }, { "id": 158, "slug": "von-restorff-effect", "layer": "Slide", "evidence": "Repeated #1 flags emphasize leadership", "confidence": 80 } ], "page_number": 17 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Title states strength and stability of growth", "confidence": 85 }, { "id": 159, "slug": "contrast-principle", "layer": "Slide", "evidence": "Bars highlight OWL vs peers and S&P", "confidence": 75 } ], "page_number": 18 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Action title links Blue Owl to secular trends", "confidence": 85 }, { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "Callout articulates implication", "confidence": 75 } ], "page_number": 19 }, { "tools": [ { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "Callout: '91%... fraction of multi-trillion-dollar opportunity'", "confidence": 80 } ], "page_number": 20 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Action title 'long runway ahead'", "confidence": 80 }, { "id": 158, "slug": "von-restorff-effect", "layer": "Slide", "evidence": "$8.9tn 401k callout stands out", "confidence": 70 } ], "page_number": 21 }, { "tools": [ { "id": 26, "slug": "before-after-bridge", "layer": "Block", "evidence": "Same map repeated p.22 vs p.23 to show scale-up", "confidence": 70 } ], "page_number": 22 }, { "tools": [ { "id": 78, "slug": "contrast-pairs", "layer": "Loop", "evidence": "Same-as-22 layout with much larger metrics today", "confidence": 80 } ], "page_number": 23 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Action title 'broaden and diversify'", "confidence": 85 }, { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "Callout '4x more Wealth, 2x more Institutional'", "confidence": 80 } ], "page_number": 24 }, { "tools": [ { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "Specific callout '2.7x AUM, 2.9x FRE'", "confidence": 85 }, { "id": 70, "slug": "storytelling-effect", "layer": "Block", "evidence": "Oak Street acquisition mini-case as storytelling", "confidence": 75 } ], "page_number": 25 }, { "tools": [ { "id": 16, "slug": "three-pillars", "layer": "Block", "evidence": "Four cultural pillars listed", "confidence": 70 } ], "page_number": 26 }, { "tools": [ { "id": 109, "slug": "information-gap-theory", "layer": "Loop", "evidence": "Open question 'What can we accomplish over the next 5 years?' creates curiosity", "confidence": 85 }, { "id": 67, "slug": "curiosity-gap", "layer": "Block", "evidence": "Question-only divider opens loop", "confidence": 80 } ], "page_number": 27 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Action title 'More Than Double Key Metrics'", "confidence": 90 }, { "id": 78, "slug": "contrast-pairs", "layer": "Loop", "evidence": "2024 vs 2029 paired bars", "confidence": 80 }, { "id": 133, "slug": "small-multiples", "layer": "Slide", "evidence": "Three identical 2024→2029 mini-charts", "confidence": 75 } ], "page_number": 28 }, { "tools": [ { "id": 121, "slug": "metaphor-analogy", "layer": "Slide", "evidence": "Explicit 'Layer Cake' metaphor", "confidence": 90 }, { "id": 70, "slug": "storytelling-effect", "layer": "Block", "evidence": "Proprietary metaphor used as story device", "confidence": 75 } ], "page_number": 29 }, { "tools": [ { "id": 121, "slug": "metaphor-analogy", "layer": "Slide", "evidence": "Continues 'Layer Cake' visual metaphor", "confidence": 90 }, { "id": 86, "slug": "causal-chain", "layer": "Loop", "evidence": "Fundraising→Deployment→M&A→DE growth", "confidence": 70 } ], "page_number": 30 }, { "tools": [ { "id": 16, "slug": "three-pillars", "layer": "Block", "evidence": "Five pillar summary", "confidence": 65 }, { "id": 124, "slug": "closing-techniques", "layer": "Slide", "evidence": "Key takeaways close section", "confidence": 70 } ], "page_number": 31 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Action title argues 'Stock Has Meaningful Upside'", "confidence": 90 }, { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "Callout articulates the implication", "confidence": 85 } ], "page_number": 32 }, { "tools": [ { "id": 142, "slug": "grid-system", "layer": "Slide", "evidence": "Categorized table by AUM/team/focus", "confidence": 80 } ], "page_number": 34 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Action title states leading position", "confidence": 85 }, { "id": 133, "slug": "small-multiples", "layer": "Slide", "evidence": "Three parallel growth charts", "confidence": 75 } ], "page_number": 35 }, { "tools": [ { "id": 138, "slug": "annotation", "layer": "Slide", "evidence": "OCIC and OTIC launch annotations on chart", "confidence": 80 } ], "page_number": 36 }, { "tools": [ { "id": 142, "slug": "grid-system", "layer": "Slide", "evidence": "Grid of 16 KPI tiles in 3 themes", "confidence": 85 }, { "id": 116, "slug": "chunking", "layer": "Loop", "evidence": "Metrics chunked into Originations/Portfolio/Investor", "confidence": 75 } ], "page_number": 37 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Action title 'Proven Ability to Originate'", "confidence": 80 }, { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "Callout 'Closed on 5% of Deals Sourced'", "confidence": 80 } ], "page_number": 38 }, { "tools": [ { "id": 138, "slug": "annotation", "layer": "Slide", "evidence": "'185 bps Avg. Pricing Premium' annotation", "confidence": 90 }, { "id": 159, "slug": "contrast-principle", "layer": "Slide", "evidence": "Stacked bars distinguish base spread vs Blue Owl premium", "confidence": 85 } ], "page_number": 39 }, { "tools": [ { "id": 133, "slug": "small-multiples", "layer": "Slide", "evidence": "Identical KPI grids for Diversified vs Technology", "confidence": 80 } ], "page_number": 40 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Action title 'Taking Outsized Market Share'", "confidence": 90 }, { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "'Why We're Winning' callout articulates so-what", "confidence": 85 } ], "page_number": 41 }, { "tools": [ { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "'Blue Owl's Competitive Advantage' callout", "confidence": 85 }, { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Action title states implication of consolidation", "confidence": 80 } ], "page_number": 42 }, { "tools": [ { "id": 138, "slug": "annotation", "layer": "Slide", "evidence": "Bar chart with annotated $1bn+ deal growth", "confidence": 70 } ], "page_number": 43 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Action title states growth opportunity", "confidence": 85 }, { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "Callout '20% to 30% by 2029'", "confidence": 85 } ], "page_number": 44 }, { "tools": [ { "id": 16, "slug": "three-pillars", "layer": "Block", "evidence": "Four-pillar summary structure", "confidence": 75 }, { "id": 124, "slug": "closing-techniques", "layer": "Slide", "evidence": "Section closing summary", "confidence": 75 } ], "page_number": 45 }, { "tools": [ { "id": 121, "slug": "metaphor-analogy", "layer": "Slide", "evidence": "Iceberg visual metaphor for hidden opportunity (verified image)", "confidence": 95 }, { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "'Despite extensive track record, we've barely scratched the surface'", "confidence": 90 }, { "id": 165, "slug": "picture-superiority-effect", "layer": "Slide", "evidence": "Iceberg image dominates the slide", "confidence": 80 } ], "page_number": 48 }, { "tools": [ { "id": 18, "slug": "issue-tree", "layer": "Block", "evidence": "Hierarchical decomposition of Private Credit → ABF → Financial/Hard Assets", "confidence": 75 }, { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "Callout describes ABF distinction", "confidence": 70 } ], "page_number": 49 }, { "tools": [ { "id": 121, "slug": "metaphor-analogy", "layer": "Slide", "evidence": "'Main Street' metaphor with 'Where you live/How you buy'", "confidence": 90 }, { "id": 154, "slug": "concrete-language", "layer": "Slide", "evidence": "Specific everyday-life examples", "confidence": 80 } ], "page_number": 50 }, { "tools": [ { "id": 85, "slug": "argument-from-analogy", "layer": "Loop", "evidence": "Post-GFC corporate parallel applied to ABF retrenchment", "confidence": 85 }, { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Title states 'Why Now? The Alternative Credit Opportunity'", "confidence": 85 } ], "page_number": 51 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Action title 'Why Now? Large and Underpenetrated'", "confidence": 90 }, { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "Callout 'Private ABF can grow 4x'", "confidence": 85 } ], "page_number": 52 }, { "tools": [ { "id": 169, "slug": "authority-bias", "layer": "Slide", "evidence": "Moody's and Fitch quotes as third-party validation", "confidence": 80 }, { "id": 16, "slug": "three-pillars", "layer": "Block", "evidence": "Three Venn-diagram value propositions", "confidence": 80 } ], "page_number": 53 }, { "tools": [ { "id": 78, "slug": "contrast-pairs", "layer": "Loop", "evidence": "Self-amortizing vs bullet maturity cash flow visual", "confidence": 80 } ], "page_number": 54 }, { "tools": [ { "id": 138, "slug": "annotation", "layer": "Slide", "evidence": "Stress-test annotations on dual-axis chart", "confidence": 75 }, { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "Callout 'withstand multiples of severe stress'", "confidence": 80 } ], "page_number": 55 }, { "tools": [ { "id": 78, "slug": "contrast-pairs", "layer": "Loop", "evidence": "Excel model vs data-science model contrast", "confidence": 75 }, { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "Callout: 'Data-intensive nature... barriers to entry'", "confidence": 75 } ], "page_number": 56 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Action title 'M&A Playbook: Path to Value Creation'", "confidence": 75 } ], "page_number": 57 }, { "tools": [ { "id": 121, "slug": "metaphor-analogy", "layer": "Slide", "evidence": "Puzzle-piece metaphor for Alt Credit + IG Credit", "confidence": 75 } ], "page_number": 59 }, { "tools": [ { "id": 78, "slug": "contrast-pairs", "layer": "Loop", "evidence": "2022 vs Today product offering table", "confidence": 85 }, { "id": 26, "slug": "before-after-bridge", "layer": "Block", "evidence": "Explicit before-after structure", "confidence": 80 } ], "page_number": 60 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Action title 'More Diversified Set of Growth Drivers'", "confidence": 85 } ], "page_number": 61 }, { "tools": [ { "id": 124, "slug": "closing-techniques", "layer": "Slide", "evidence": "Key takeaways close credit section", "confidence": 80 }, { "id": 16, "slug": "three-pillars", "layer": "Block", "evidence": "Six-point pillar summary", "confidence": 65 } ], "page_number": 62 }, { "tools": [ { "id": 138, "slug": "annotation", "layer": "Slide", "evidence": "Multiple CAGR callouts on chart", "confidence": 80 } ], "page_number": 64 }, { "tools": [ { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "Callout 'top quartile returns'", "confidence": 80 }, { "id": 169, "slug": "authority-bias", "layer": "Slide", "evidence": "MSCI Burgiss benchmark cited", "confidence": 75 } ], "page_number": 65 }, { "tools": [ { "id": 133, "slug": "small-multiples", "layer": "Slide", "evidence": "Repeated IRR/MOIC/DPI bars across vintages", "confidence": 80 } ], "page_number": 66 }, { "tools": [ { "id": 158, "slug": "von-restorff-effect", "layer": "Slide", "evidence": "Bubble size emphasizes Blue Owl dominance", "confidence": 75 } ], "page_number": 68 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Title 'response to a significant unmet capital need'", "confidence": 80 } ], "page_number": 69 }, { "tools": [ { "id": 142, "slug": "grid-system", "layer": "Slide", "evidence": "Grid of metric tiles + chart", "confidence": 80 } ], "page_number": 71 }, { "tools": [ { "id": 138, "slug": "annotation", "layer": "Slide", "evidence": "Median 6.9x annotation on scatter", "confidence": 85 }, { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "Action title 'Scale Creates Leverage'", "confidence": 80 } ], "page_number": 72 }, { "tools": [ { "id": 124, "slug": "closing-techniques", "layer": "Slide", "evidence": "Section key takeaways", "confidence": 80 } ], "page_number": 74 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Action title '65% AUM CAGR'", "confidence": 85 }, { "id": 78, "slug": "contrast-pairs", "layer": "Loop", "evidence": "2021 vs 2024 donut composition contrast", "confidence": 80 } ], "page_number": 76 }, { "tools": [ { "id": 158, "slug": "von-restorff-effect", "layer": "Slide", "evidence": "'#1' callouts emphasized", "confidence": 80 }, { "id": 133, "slug": "small-multiples", "layer": "Slide", "evidence": "Two parallel comparison tables", "confidence": 70 } ], "page_number": 77 }, { "tools": [ { "id": 78, "slug": "contrast-pairs", "layer": "Loop", "evidence": "2022 vs 2024 illustrative bars", "confidence": 75 } ], "page_number": 78 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Title 'generational opportunity'", "confidence": 90 }, { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "Callout '$1.1tn of new build capacity'", "confidence": 85 } ], "page_number": 79 }, { "tools": [ { "id": 16, "slug": "three-pillars", "layer": "Block", "evidence": "2x3 metrics grid summary", "confidence": 70 } ], "page_number": 80 }, { "tools": [ { "id": 78, "slug": "contrast-pairs", "layer": "Loop", "evidence": "2009 vs 2024 chronological comparison", "confidence": 80 }, { "id": 26, "slug": "before-after-bridge", "layer": "Block", "evidence": "Before-after structure for first-mover narrative", "confidence": 75 } ], "page_number": 82 }, { "tools": [ { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "Callouts 'dominant share' / 'few players in EU'", "confidence": 80 }, { "id": 165, "slug": "picture-superiority-effect", "layer": "Slide", "evidence": "Map visual carries the expansion thesis", "confidence": 70 } ], "page_number": 84 }, { "tools": [ { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "Callout 'less than 1% globally'", "confidence": 85 } ], "page_number": 85 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Action title states secular themes", "confidence": 80 } ], "page_number": 86 }, { "tools": [ { "id": 138, "slug": "annotation", "layer": "Slide", "evidence": "'15.8% CAGR' annotation", "confidence": 75 } ], "page_number": 88 }, { "tools": [ { "id": 78, "slug": "contrast-pairs", "layer": "Loop", "evidence": "Former Prima vs Blue Owl REC capital stack", "confidence": 80 } ], "page_number": 89 }, { "tools": [ { "id": 121, "slug": "metaphor-analogy", "layer": "Slide", "evidence": "Bridge visual connects current to TAM", "confidence": 70 } ], "page_number": 90 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Action title 'Maturity Wall Presents Opportunity'", "confidence": 90 }, { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "Callout '$3tn maturing 2025-2029'", "confidence": 85 } ], "page_number": 91 }, { "tools": [ { "id": 142, "slug": "grid-system", "layer": "Slide", "evidence": "Map + metrics grid layout", "confidence": 75 } ], "page_number": 93 }, { "tools": [ { "id": 138, "slug": "annotation", "layer": "Slide", "evidence": "Annotated dual-axis growth chart", "confidence": 80 }, { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "Callout on scale/vertical integration", "confidence": 80 } ], "page_number": 94 }, { "tools": [ { "id": 138, "slug": "annotation", "layer": "Slide", "evidence": "'21% CAGR' annotation", "confidence": 80 } ], "page_number": 95 }, { "tools": [ { "id": 16, "slug": "three-pillars", "layer": "Block", "evidence": "Five pillars (Partnership/Sites/Execution/Team/Capital)", "confidence": 75 } ], "page_number": 96 }, { "tools": [ { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "Hub-spoke layout articulates value to both sides", "confidence": 75 } ], "page_number": 97 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Title 'Power of the Platform'", "confidence": 80 }, { "id": 142, "slug": "grid-system", "layer": "Slide", "evidence": "Verified 2x2 quadrant layout (image)", "confidence": 90 }, { "id": 165, "slug": "picture-superiority-effect", "layer": "Slide", "evidence": "Icon-driven visual layout", "confidence": 75 } ], "page_number": 99 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Action title 'Fastest Growing Platform'", "confidence": 85 } ], "page_number": 100 }, { "tools": [ { "id": 124, "slug": "closing-techniques", "layer": "Slide", "evidence": "Section key takeaways", "confidence": 80 } ], "page_number": 101 }, { "tools": [ { "id": 78, "slug": "contrast-pairs", "layer": "Loop", "evidence": "Buy vs Build logic flow", "confidence": 70 } ], "page_number": 105 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Action title 'Expanding Value Proposition to Insurers'", "confidence": 85 }, { "id": 121, "slug": "metaphor-analogy", "layer": "Slide", "evidence": "Additive equation visual: existing + Kuvare = $35bn", "confidence": 75 } ], "page_number": 107 }, { "tools": [ { "id": 16, "slug": "three-pillars", "layer": "Block", "evidence": "Three asset class categories", "confidence": 75 } ], "page_number": 108 }, { "tools": [ { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "Callout '<15% currently advised by alts'", "confidence": 80 } ], "page_number": 109 }, { "tools": [ { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "Callout 'Partner with insurance clients, not compete'", "confidence": 75 } ], "page_number": 110 }, { "tools": [ { "id": 16, "slug": "three-pillars", "layer": "Block", "evidence": "Four pillar growth strategy", "confidence": 70 } ], "page_number": 111 }, { "tools": [ { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "Callout 'Strong Returns and Capital Efficiency'", "confidence": 85 }, { "id": 159, "slug": "contrast-principle", "layer": "Slide", "evidence": "Dashed box highlights Blue Owl's quadrant", "confidence": 80 } ], "page_number": 112 }, { "tools": [ { "id": 78, "slug": "contrast-pairs", "layer": "Loop", "evidence": "Two-pillar service offering split", "confidence": 70 } ], "page_number": 113 }, { "tools": [ { "id": 142, "slug": "grid-system", "layer": "Slide", "evidence": "Vertical timeline of 6 metric tiles", "confidence": 75 }, { "id": 116, "slug": "chunking", "layer": "Loop", "evidence": "Six chunked growth areas", "confidence": 75 } ], "page_number": 115 }, { "tools": [ { "id": 138, "slug": "annotation", "layer": "Slide", "evidence": "Annotated allocation-growth chart", "confidence": 75 } ], "page_number": 116 }, { "tools": [ { "id": 16, "slug": "three-pillars", "layer": "Block", "evidence": "Collaboration/Consistency/Commitment chevrons", "confidence": 75 } ], "page_number": 117 }, { "tools": [ { "id": 78, "slug": "contrast-pairs", "layer": "Loop", "evidence": "2022 vs Today client tier shifts", "confidence": 80 }, { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "Callout 'doubled our client base'", "confidence": 80 } ], "page_number": 118 }, { "tools": [ { "id": 70, "slug": "storytelling-effect", "layer": "Block", "evidence": "Oak Street fund-growth case study", "confidence": 75 }, { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "Callout '100%+ increase in fund size'", "confidence": 80 } ], "page_number": 119 }, { "tools": [ { "id": 16, "slug": "three-pillars", "layer": "Block", "evidence": "Four strategic pillars listed", "confidence": 70 } ], "page_number": 121 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Action title 'Enormous and Still in the Early Innings'", "confidence": 85 }, { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "Callout 'Every 1% of allocation = $2-3tn'", "confidence": 85 } ], "page_number": 123 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Action title 'Market Share is Consolidating'", "confidence": 80 } ], "page_number": 124 }, { "tools": [ { "id": 78, "slug": "contrast-pairs", "layer": "Loop", "evidence": "Brand awareness vs favorability contrast", "confidence": 75 } ], "page_number": 125 }, { "tools": [ { "id": 67, "slug": "curiosity-gap", "layer": "Block", "evidence": "Question 'How have we done it?'", "confidence": 75 } ], "page_number": 126 }, { "tools": [ { "id": 16, "slug": "three-pillars", "layer": "Block", "evidence": "Multi-pillar capability summary", "confidence": 70 } ], "page_number": 127 }, { "tools": [ { "id": 78, "slug": "contrast-pairs", "layer": "Loop", "evidence": "2021 vs Today comparison table", "confidence": 85 }, { "id": 26, "slug": "before-after-bridge", "layer": "Block", "evidence": "Explicit before-after metrics", "confidence": 80 } ], "page_number": 128 }, { "tools": [ { "id": 142, "slug": "grid-system", "layer": "Slide", "evidence": "KPI grid summary", "confidence": 75 } ], "page_number": 130 }, { "tools": [ { "id": 124, "slug": "closing-techniques", "layer": "Slide", "evidence": "Vision close to wealth section", "confidence": 80 } ], "page_number": 131 }, { "tools": [ { "id": 16, "slug": "three-pillars", "layer": "Block", "evidence": "Educate/Syndicate/Innovate three-pillar strategy", "confidence": 75 } ], "page_number": 132 }, { "tools": [ { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "Callout 'Same team. Same vision. New opportunities.'", "confidence": 80 }, { "id": 70, "slug": "storytelling-effect", "layer": "Block", "evidence": "Net Lease playbook case applied to new strategies", "confidence": 70 } ], "page_number": 133 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Action title states barriers as M&A catalyst", "confidence": 80 } ], "page_number": 134 }, { "tools": [ { "id": 16, "slug": "three-pillars", "layer": "Block", "evidence": "Four growth-frontier categories", "confidence": 75 } ], "page_number": 135 }, { "tools": [ { "id": 124, "slug": "closing-techniques", "layer": "Slide", "evidence": "Key takeaways summary", "confidence": 80 } ], "page_number": 136 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Action title 'Significant Growth in AUM Since Listing'", "confidence": 85 }, { "id": 133, "slug": "small-multiples", "layer": "Slide", "evidence": "Three identical bar charts AUM/FPAUM/Perm", "confidence": 80 } ], "page_number": 138 }, { "tools": [ { "id": 133, "slug": "small-multiples", "layer": "Slide", "evidence": "Three parallel growth charts", "confidence": 85 }, { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "Callout 'CAGRs of over 30%'", "confidence": 80 } ], "page_number": 139 }, { "tools": [ { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "Callout 'Predictable, durable... less volatility'", "confidence": 80 } ], "page_number": 140 }, { "tools": [ { "id": 138, "slug": "annotation", "layer": "Slide", "evidence": "Multi-line market overlays annotate FRE growth", "confidence": 80 } ], "page_number": 141 }, { "tools": [ { "id": 138, "slug": "annotation", "layer": "Slide", "evidence": "Callouts 30+% CAGR and SOFR sensitivity", "confidence": 85 }, { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "Sensitivity callout articulates rate impact", "confidence": 80 } ], "page_number": 142 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Action title 'Significantly Outpacing Peers'", "confidence": 90 }, { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "Callout '2.5x peer average and 1.7x highest peer'", "confidence": 90 } ], "page_number": 143 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Action title 'Permanency and Duration of Capital'", "confidence": 85 }, { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "Callout '~$435m of embedded earnings'", "confidence": 80 } ], "page_number": 144 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Action title 'Not Subject to Market Volatility'", "confidence": 85 }, { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "Callout articulates earnings durability", "confidence": 85 } ], "page_number": 145 }, { "tools": [ { "id": 133, "slug": "small-multiples", "layer": "Slide", "evidence": "Two parallel fundraise growth charts", "confidence": 75 } ], "page_number": 146 }, { "tools": [ { "id": 133, "slug": "small-multiples", "layer": "Slide", "evidence": "Three vintages bar charts side by side", "confidence": 80 } ], "page_number": 147 }, { "tools": [ { "id": 138, "slug": "annotation", "layer": "Slide", "evidence": "2029 projection arrow annotated", "confidence": 75 } ], "page_number": 148 }, { "tools": [ { "id": 86, "slug": "causal-chain", "layer": "Loop", "evidence": "Internal capabilities → external opportunities mapping", "confidence": 75 } ], "page_number": 149 }, { "tools": [ { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "Callout 'Diversification with long track records'", "confidence": 75 } ], "page_number": 151 }, { "tools": [ { "id": 70, "slug": "storytelling-effect", "layer": "Block", "evidence": "Oak Street playbook case study (verified image)", "confidence": 80 }, { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "Callout 'replicate this with Atalaya & IPI'", "confidence": 85 } ], "page_number": 152 }, { "tools": [ { "id": 78, "slug": "contrast-pairs", "layer": "Loop", "evidence": "2024 vs 2029 paired bars", "confidence": 80 }, { "id": 133, "slug": "small-multiples", "layer": "Slide", "evidence": "Three identical projection mini-charts", "confidence": 75 } ], "page_number": 153 }, { "tools": [ { "id": 16, "slug": "three-pillars", "layer": "Block", "evidence": "Categorized by Credit/GP/Real Assets pillars", "confidence": 75 } ], "page_number": 154 }, { "tools": [ { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "Callout '$10-15bn raised per year'", "confidence": 80 }, { "id": 138, "slug": "annotation", "layer": "Slide", "evidence": "Waterfall annotated with growth driver totals", "confidence": 75 } ], "page_number": 155 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Action title 'AUM Will Exceed $500 Billion by 2029'", "confidence": 90 }, { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "Callouts '4x growth' and '2x+'", "confidence": 85 } ], "page_number": 156 }, { "tools": [ { "id": 118, "slug": "action-titles", "layer": "Slide", "evidence": "Action title 'Velocity of Capital Different Than Peers'", "confidence": 90 }, { "id": 119, "slug": "so-what-test", "layer": "Slide", "evidence": "Callout '$1 generates 3x more FRE than peers'", "confidence": 90 } ], "page_number": 157 }, { "tools": [ { "id": 124, "slug": "closing-techniques", "layer": "Slide", "evidence": "Recap of corporate achievements", "confidence": 75 } ], "page_number": 158 }, { "tools": [ { "id": 78, "slug": "contrast-pairs", "layer": "Loop", "evidence": "May 2022 vs Jan 2025 metrics", "confidence": 80 }, { "id": 56, "slug": "anchoring-bias", "layer": "Block", "evidence": "140%+ TSR anchor restated", "confidence": 75 } ], "page_number": 159 }, { "tools": [ { "id": 124, "slug": "closing-techniques", "layer": "Slide", "evidence": "Closing key takeaways list", "confidence": 85 }, { "id": 16, "slug": "three-pillars", "layer": "Block", "evidence": "Seven-pillar summary", "confidence": 75 } ], "page_number": 160 }, { "tools": [ { "id": 124, "slug": "closing-techniques", "layer": "Slide", "evidence": "Final slogan 'Diversification, Innovation, and Scale'", "confidence": 90 }, { "id": 153, "slug": "core-message-extraction", "layer": "Slide", "evidence": "Three-word distillation of full deck thesis", "confidence": 85 }, { "id": 92, "slug": "tricolon", "layer": "Loop", "evidence": "Three parallel words: Diversification / Innovation / Scale", "confidence": 80 } ], "page_number": 161 } ], "slides_seen": 186, "deck_summary": "Strong Storymakers alignment for a consulting-style investor deck — clear action titles, callouts that pass the so-what test, repeated before/after contrasts and three rich metaphors (iceberg, layer cake, Main Street). Weakest on a single dramatic arc: it reads more as a sequenced book of business than as one tightly governed narrative.", "secondary_arcs": [ { "id": 7, "slug": "sparkline", "beats": [ { "name": "What Is", "end_page": 18, "evidence": "Today's AUM, peer benchmarks of current state", "position": 1, "start_page": 11 }, { "name": "What Could Be", "end_page": 32, "evidence": "Secular trends, $11T market, 5-year doubling target", "position": 2, "start_page": 19 }, { "name": "What Is", "end_page": 101, "evidence": "Each segment's current platform and track record", "position": 3, "start_page": 33 }, { "name": "What Could Be", "end_page": 156, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "start_page": 102 }, { "name": "New Bliss", "end_page": 162, "evidence": "3x FRE per dollar, 2x growth restatement, Q&A", "position": 5, "start_page": 157 } ], "evidence": "Repeatedly contrasts current state vs future opportunity per segment (p.13 vs 14, p.15 vs 16, p.150 vs 151).", "confidence": 55 } ], "images_inspected": 3, "slide_frameworks": [ { "frameworks": [ { "name": "Three Pillars Framework", "slug": "three-pillars-framework", "evidence": "Five strategic pillar summary", "confidence": 65 } ], "page_number": 31 }, { "frameworks": [ { "name": "Scenario Analysis", "slug": "scenario-analysis", "evidence": "Scenario-based stock price sensitivity analysis", "confidence": 75 } ], "page_number": 32 }, { "frameworks": [ { "name": "Funnel Analysis", "slug": "funnel", "evidence": "Funnel from 9,963 sourced to 512 closed", "confidence": 90 } ], "page_number": 38 }, { "frameworks": [ { "name": "Market Segmentation Pyramid", "slug": "market-segmentation-pyramid", "evidence": "Pyramid segmenting middle-market lenders by size/capability", "confidence": 90 } ], "page_number": 42 }, { "frameworks": [ { "name": "Iceberg model", "slug": "iceberg-model", "evidence": "Iceberg labelled 'Legacy' above water and 'Untapped Universe' below (verified)", "confidence": 95 } ], "page_number": 48 }, { "frameworks": [ { "name": "Issue Tree", "slug": "issue-tree", "evidence": "Tree decomposing Private Credit → ABF segments", "confidence": 75 } ], "page_number": 49 }, { "frameworks": [ { "name": "Customer journey map", "slug": "customer-journey-map", "evidence": "Where you live / How you buy 'Main Street' journey", "confidence": 60 } ], "page_number": 50 }, { "frameworks": [ { "name": "Venn diagram", "slug": "venn-diagram", "evidence": "Three-circle Venn for ABF value propositions", "confidence": 90 } ], "page_number": 53 }, { "frameworks": [ { "name": "NxN matrix", "slug": "matrix-nxn", "evidence": "Multi-dimensional Risk/Purpose/Delinquency model", "confidence": 65 } ], "page_number": 56 }, { "frameworks": [ { "name": "Venn diagram", "slug": "venn-diagram", "evidence": "Venn-style market penetration vs TAM", "confidence": 70 } ], "page_number": 73 }, { "frameworks": [ { "name": "2x2 Matrix", "slug": "matrix-nxn", "evidence": "Verified 2x2 quadrant layout with central Blue Owl logo", "confidence": 95 } ], "page_number": 99 }, { "frameworks": [ { "name": "Venn diagram", "slug": "venn-diagram", "evidence": "Venn for Yield-Oriented / Private / Insurance intersection", "confidence": 85 } ], "page_number": 110 }, { "frameworks": [ { "name": "2x2 Matrix", "slug": "matrix-nxn", "evidence": "2x2 of Return vs Capital Efficiency with quadrant highlight", "confidence": 90 } ], "page_number": 112 }, { "frameworks": [ { "name": "Waterfall / value bridge", "slug": "waterfall-bridge", "evidence": "Waterfall-style embedded earnings calculation", "confidence": 80 } ], "page_number": 144 }, { "frameworks": [ { "name": "Waterfall chart", "slug": "waterfall-chart", "evidence": "Verified waterfall building from FRE Revenue to Current Earnings Power", "confidence": 95 } ], "page_number": 152 }, { "frameworks": [ { "name": "Waterfall / value bridge", "slug": "waterfall-bridge", "evidence": "Waterfall from $2.0bn → $5.1bn+ FRE management fees", "confidence": 85 } ], "page_number": 155 } ] }, "matchedAt": "2026-05-02 22:18:11.947+00", "slidesSeen": 186, "deckSummary": "Strong Storymakers alignment for a consulting-style investor deck — clear action titles, callouts that pass the so-what test, repeated before/after contrasts and three rich metaphors (iceberg, layer cake, Main Street). Weakest on a single dramatic arc: it reads more as a sequenced book of business than as one tightly governed narrative.", "imagesInspected": 3, "extractionSeconds": 588.381 }, "score": { "backend": "claude", "scoredAt": "2026-05-02 12:37:38.826+00", "subScores": { "scqa_arc": null, "action_titles": null, "mece_structure": null, "closing_strength": null, "evidence_quality": null, "clarity_of_thesis": null, "production_quality": null, "visual_storytelling": null }, "totalScore": null, "coveragePct": 0, "explanations": { "scqa_arc": "Cannot evaluate: deck flow inaccessible.", "action_titles": "Cannot evaluate: slide-by-slide inventory inaccessible.", "mece_structure": "Cannot evaluate: section structure inaccessible.", "closing_strength": "Cannot evaluate: final slides inaccessible.", "evidence_quality": "Cannot evaluate: claim/evidence pairs inaccessible.", "clarity_of_thesis": "Cannot evaluate: brief.json briefText field (~45k tokens on a single line) exceeds the Read tool's 25k-token cap and the sandbox blocks all file copy / script execution against /var/folders; only metadata is visible (title=2025 Investor Day, slug=5f0f0535ee1c7800).", "production_quality": "Cannot evaluate: title density and layout signals inaccessible.", "visual_storytelling": "Cannot evaluate: per-slide visual descriptors inaccessible." }, "slidesAnalyzed": 0 }, "review": { "backend": null, "verdict": "This is a strong but sprawling investor-day proof deck, good on evidence and action titles but only a mid-to-high Storymakers exemplar because the SCQA spine is not tight enough.", "reviewedAt": "2026-05-01 21:53:59.129+00", "slidesSeen": 186, "suggestions": [ "Add an executive answer slide by slide 3 or 5 that states the full SCQA: Blue Owl has scaled, secular demand is accelerating, its diversified platforms can capture the shift, and the result is more than 2x key metrics by 2029.", "Recast section dividers into action-title pillars tied to diversification, innovation, and scale rather than labels like \"Credit\" or \"Financial Review & Outlook.\"", "Compress repeated proof points and use a standard section pattern: market opportunity, Blue Owl right to win, economic conversion, and takeaways.", "End before Q&A with an explicit investor takeaway slide that states the stock-upside case, milestones to watch, and the decision the audience should leave with." ], "closingScore": 78, "openingScore": 44, "topStrengths": [ "The deck repeatedly anchors the investment thesis in quantified outcomes, especially slides 28, 153, 156, and 161.", "Most platform sections pair market opportunity with Blue Owl advantage, for example direct lending on slides 41-45 and alternative credit on slides 51-57.", "The closing financial review gives investors a clear bridge from strategy to economics, especially slides 143-157." ], "topWeaknesses": [ "The opening is slow for a Storymakers deck because slides 1-4 are front matter and slide 5 is contextual rather than thesis-led.", "The 162-slide main body creates repetition, including duplicated strategy-today and five-year-target material on slides 15-16, 28, 150-153.", "Section dividers often name topics instead of advancing the argument, weakening the MECE narrative spine." ], "narrativeScore": 73, "pillarCritique": "The major dividers are partly MECE business and distribution pillars, such as Credit, GP Strategic Capital, Real Assets, Insurance Solutions, Institutional Business, Private Wealth, and Financial Review. However, many dividers are topic or presenter labels rather than answer-first pillars, and the promised logic of diversification, innovation, and scale is not consistently used as the organizing spine.", "closingCritique": "The last substantive stretch lands the investment case with balance-sheet discipline on slide 158, value creation on slide 159, key takeaways on slide 160, and the memorable slide 161 linkage from diversification, innovation, and scale to more than 2x growth. It is a strong recap, though it stops short of an explicit investor call to action before Q&A on slide 162.", "openingCritique": "The first five slides establish context but not stakes: cover, disclaimer, agenda, welcome, then shareholder-base change on slide 5. The answer does not arrive in the first three slides, and the real thesis only becomes explicit later around slides 28 and 32.", "extractionSeconds": 104.915, "narrativeCritique": "The deck has a recognizable setup → tension → analysis → resolution arc: past growth and shareholder change on slides 5-18, secular opportunity on slides 19-21, platform-by-platform proof through slide 136, and financial resolution on slides 137-161. The missing act is a crisp early complication; much of the middle reads like a complete investor-day proof book rather than a tightly sequenced SCQA story.", "titleQualityScore": 78, "titleQualityCritique": "Many titles are declarative and insight-bearing, such as slide 28, \"We Expect to More Than Double Key Metrics Over the Next 5 Years,\" and slide 156, \"We Believe Our AUM Will Exceed $500 Billion by 2029.\" The score is held back by topic labels and generic titles like slides 33, 63, 75, 137, and repeated \"Key Takeaways\" pages." }, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/PoJeraQ-8RCvwmxG9SreC_Dk2uMZuYyxak0-NsS17rM/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy81ZjBmMDUzNWVlMWM3ODAwL3AwMDEuanBn", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 6, "componentCount": 3, "textChars": 36, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:53.504+00", "seconds": 2.121, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/1", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-1", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.11, "x": 0.05, "y": 0.07 }, "kind": "image", "text": "BLUE OWL", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:53.504+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "edc9dbe7-68bd-452f-ac29-baab093a807e", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.16, "x": 0.42, "y": 0.81 }, "kind": "paragraph", "text": "FEBRUARY 7, 2025", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:53.504+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d4589db1-6ebe-4710-8432-fe4279ba1d4e", "parentComponentId": null }, { "bbox": { "h": 0.36, "w": 0.48, "x": 0.26, "y": 0.32 }, "kind": "title", "text": "Investor Day", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:53.504+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "378a04b6-6981-414c-9352-4dc91aff2169", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "4ce0753a-ca8b-4499-a90f-32a4b3861706", "evidence": "Investor Day; FEBRUARY 7, 2025", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:03:07.420696+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/cEdNYdOQlLZj_pGJ8t-ANspfQrp8maUFtqtz8yZ_hgk/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy81ZjBmMDUzNWVlMWM3ODAwL3AwMDEuanBn", "imagePathAlt": "https://imgproxy.kitesheet.com/czkSNDjySYEhHHj85kIFAlIJxKCN7aSQWz2Z1cZzI5w/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy81ZjBmMDUzNWVlMWM3ODAwL3AwMDEucG5n", "thumbSrcAlt": "https://imgproxy.kitesheet.com/5JdCKxdZ18J_qtJl_f1X1-dVl4AQLHRMfB57J5Vn4fk/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy81ZjBmMDUzNWVlMWM3ODAwL3AwMDEucG5n" }, { "page": 2, "type": "setup", "function": "other", "rawType": "disclaimer", "block": null, "metadata": { "slideType": "disclaimer", "slideTypeCanon": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "019de52d-0801-727b-b98a-5ed095aeee78", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "sparse", "densityScore": 12, "componentCount": 2, "textChars": 278, "nDataPoints": 0, "notes": null, "elementsJson": [ "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:53.372+00", "seconds": 1.813, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/2", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-2", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.8, "w": 0.9, "x": 0.05, "y": 0.12 }, "kind": "disclaimer", "text": "This presentation has been prepared by Blue Owl Capital Inc. (NYSE: OWL) (\"Blue Owl\") for the benefit of its public stockholders. This presentation is solely for information purposes in connection with evaluating the business, operations and financial results...", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:53.372+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2a513149-fb9e-4a47-ae6a-334d1ed3741d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Important Notice", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:53.372+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5b79a6f9-2037-465f-b97c-a09df1e5a33f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "type": "setup", "function": "summarize", "rawType": "agenda", "block": null, "metadata": { "slideType": "agenda", "slideTypeCanon": { "name": "Agenda", "slug": "agenda", "status": "active", "canonId": "019de52d-061b-7470-b138-3ffa5e612cce", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 31, "componentCount": 2, "textChars": 798, "nDataPoints": 0, "notes": null, "elementsJson": [ "data_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:54.423+00", "seconds": 2.853, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/3", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-3", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.9, "w": 0.6, "x": 0.3, "y": 0.05 }, "kind": "list", "text": "8:30am Welcome Remarks Ann Dai\n8:35am Blue Owl's Strategic Vision Doug Ostrover\n9:05am Credit / Alternative Credit Craig Packer / Ivan Zinn\n9:35am GP Strategic Capital Michael Conley\n9:50am Real Assets / Net Lease / Real Estate Credit / Digital Infrastructure Marc Zahr / Gary Rozier / Jesse Hom / Matt A'Hearn\n10:25am The Future of Data Centers Doug Ostrover / Divesh Makan\n10:45am Short Break\n11:00am M&A: Our Key Tenets Moderated by Marc Lipschultz / Marc Zahr / Ivan Zinn\n11:15am Insurance Solutions Moderated by Eric Kirsch / Dhruv Narain / Brian Roelke / Jeff Walwyn\n11:30am Institutional Business James Clarke\n11:45am Private Wealth Sean Connor\n12:00pm Financial Review & Outlook Alan Kirshenbaum\n12:20pm Closing Remarks and Q&A Doug Ostrover / Marc Lipschultz / Alan Kirshenbaum", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Timeline item", "slug": "timeline-item", "status": "active", "canonId": "019de52c-fd0e-74ce-9443-440fbd8c23b4", "version": 1, "description": null }, "framework": null }, "subkind": "timeline-item", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:54.423+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "967b5513-8c44-4092-923a-dba04d1e5bad", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.25, "x": 0.05, "y": 0.7 }, "kind": "title", "text": "Event Agenda", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:54.423+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ecea2c6-c4d9-4a76-a320-5d4db21dd37d", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Grid System", "slug": "grid-system", "status": "active", "bestFor": null, "canonId": "019dd956-b745-710f-8b70-825c603b1163", "version": 1, "bodyDocId": null, "description": "Aligning elements to invisible grid for visual harmony", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-50dc-73ee-87ce-816aee1f9a8b", "evidence": "Schedule table aligned to grid", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 4, "type": "setup", "function": "transition", "rawType": "transition", "block": null, "metadata": { "slideType": "transition", "slideTypeCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-0693-7766-9f05-887f41f8e41e", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 3, "componentCount": 2, "textChars": 49, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:53.328+00", "seconds": 1.656, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/4", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-4", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.25, "x": 0.05, "y": 0.75 }, "kind": "paragraph", "text": "Ann Dai\nHead of Investor Relations", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:53.328+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8022c4d1-80b2-49ea-9850-ad4ba6ac01ee", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.4, "x": 0.05, "y": 0.45 }, "kind": "title", "text": "Welcome Remarks", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:53.328+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f3f1b1cc-0a8d-4055-8196-f6489fab718a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 5, "type": "setup", "title": "The slide uses two pie charts to visualize the shift in ownership structure.", "function": "summarize", "rawType": "comparison_table", "block": null, "metadata": { "slideType": "comparison_table", "slideTypeCanon": { "name": "Comparison table", "slug": "comparison_table", "status": "active", "canonId": "019de52d-0a06-73f8-8813-fe022fab1de2", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 45, "componentCount": 6, "textChars": 358, "nDataPoints": 12, "notes": "The slide uses two pie charts to visualize the shift in ownership structure.", "elementsJson": [ "headline_text", "pie_chart", "pie_chart", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:54.224+00", "seconds": 2.457, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/5", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-5", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.37, "x": 0.03, "y": 0.16 }, "kind": "chart", "text": "Ownership at Listing", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:54.224+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "69a7515e-8422-409e-b9f3-5fc01b7b7e5a", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.37, "x": 0.39, "y": 0.16 }, "kind": "chart", "text": "Ownership at 12/31/24", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:54.224+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e837ee1-00ce-4838-8a09-de1ce26a3477", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.03, "y": 0.94 }, "kind": "disclaimer", "text": "Totals may not sum due to rounding.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:54.224+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3acc2057-b14f-4628-a696-8ef52f83329e", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.2, "x": 0.77, "y": 0.3 }, "kind": "list", "text": "Neuberger Berman; Blue Owl GP Stakes Fund IV; Other Pre-IPO Shareholders; Blue Owl Management / Senior Employees; PIPE Investors; New OWL Public Shareholders; SPAC Shareholders and Other", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:54.224+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e35d3b4b-7026-4abb-83eb-0101fb69e3f9", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Shareholder ownership percentage: 37%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:39+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9aff-cd0fcbdadb6a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "Our Shareholder Base Has Meaningfully Changed Since Listing", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:54.224+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d0120eb2-8434-49d1-a88a-12062ba18de2", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "block", "agents": [ "Storyteller" ], "matchId": "019deac5-514c-7450-9c15-caaef46c61ce", "evidence": "Before/after pie comparison structure", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Contrast Pairs", "slug": "contrast-pairs", "status": "active", "bestFor": null, "canonId": "019dd956-9b77-70d3-88b1-f34e26f60860", "version": 1, "bodyDocId": null, "description": "Creating tension through opposites: Before↔After, Problem↔Solution, Pain↔Relief", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-5128-769b-acaa-aeb0dca6acf2", "evidence": "Two pie charts: listing vs YE2024 ownership", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5102-7015-88f1-1a4e7c365f07", "evidence": "Title states the insight: 'Shareholder base has meaningfully changed'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Comparison frame", "slug": "comparison-frame", "status": "active", "bestFor": null, "canonId": "019dd9e1-484b-7399-a4fc-d14644b99f93", "version": 1, "bodyDocId": null, "description": "Two or more states/subjects placed side by side to expose a gap.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "5faade7a-a5ea-4629-897a-bf4887ae5b7d", "evidence": "Our Shareholder Base Has Meaningfully Changed Since Listing; Ownership at 12/31/24; Ownership at Listing", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:03:07.617234+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Situation & Context", "beatId": "019deac5-4cde-7061-9e25-8a4d706a14d2", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Shareholder shift, 140% return, 2022→2024 evolution, peer leadership, market scale", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 } ], "loops": [ { "to": 14, "from": 5, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null }, "matchId": "019deac5-4e6c-74ef-a9f3-20378f4061c9", "evidence": "Explicit 'Listing vs Today' tables and 2022 vs 2024 AUM comparisons (p.11, p.13 vs p.14)", "position": 1, "objective": "Show how Blue Owl evolved since 2022 listing", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 6, "type": "analysis", "title": "The slide highlights strong stock performance alongside significant changes in the shareholder base and index inclusion status.", "function": "quantify_impact", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "dense", "densityScore": 69, "componentCount": 8, "textChars": 595, "nDataPoints": 7, "notes": "The slide highlights strong stock performance alongside significant changes in the shareholder base and index inclusion status.", "elementsJson": [ "headline_text", "bar_chart_stacked", "big_number", "other" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:54.356+00", "seconds": 2.557, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/6", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-6", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "We have generated a 140% return for shareholders since our 2022 Investor Day.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:40+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b00-510ca402bbb2", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.35, "x": 0.08, "y": 0.25 }, "kind": "chart", "text": "Shareholder return chart showing stock price and cumulative dividends growth from 2022 to 2025.", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:54.356+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6c986fde-2d0a-4a6c-97e7-09761e407fed", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.4, "x": 0.52, "y": 0.15 }, "kind": "list", "text": "40% Turnover in OWL Class A share ownership since our listing; 12 of OWL's Top 20 public shareholders at listing are no longer shareholders today; 21 of OWL's current Top 50 public shareholders were not holders as of our 2022 Investor Day", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:54.356+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "70f95f68-7334-46ee-ab80-30aa653cd032", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.08, "x": 0.28, "y": 0.125 }, "kind": "metric", "text": "140%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:54.356+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e7a0070d-9e42-4841-be2f-10cbd17ddff1", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Total Shareholder Return: 140%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:40+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b00-54f50f968c16", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.5, "x": 0.03, "y": 0.75 }, "kind": "paragraph", "text": "Current Index Inclusion: Russell 1000, S&P Total Market, CRSP Total Market, MSCI Small Cap", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:54.356+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1d66dfff-f170-43fd-a60c-4bb09b5e94bc", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.3, "x": 0.6, "y": 0.75 }, "kind": "paragraph", "text": "Additional Index Eligibility: S&P 500", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:54.356+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "31133d37-2e1f-4dbd-89e1-57ef360888c3", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Over the Past 3 Years...", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:54.356+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ab13a03a-30a0-461d-ab3c-f94dce06d9f8", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Anchoring Bias", "slug": "anchoring-bias", "status": "active", "bestFor": null, "canonId": "019dd956-9254-73de-8f1b-c7250f8f4c9c", "version": 1, "bodyDocId": null, "description": "First piece of information becomes reference point for all subsequent judgments", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect", "Storyteller" ], "matchId": "019deac5-5195-73b7-a8a5-07505b8dd729", "evidence": "140% TSR anchor framing the deck", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5170-72d5-b322-a1655bdfbc7e", "evidence": "Action title implied: 'Over the past 3 years...'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Von Restorff Effect", "slug": "von-restorff-effect", "status": "active", "bestFor": null, "canonId": "019dd956-beab-73d8-9f62-30d0332e926e", "version": 1, "bodyDocId": null, "description": "Items that stand out are noticed and remembered - make key points visually distinct", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-51ba-74d3-9208-fefa8a447988", "evidence": "Big '140%' number stands out", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Situation & Context", "beatId": "019deac5-4cde-7061-9e25-8a4d706a14d2", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Shareholder shift, 140% return, 2022→2024 evolution, peer leadership, market scale", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 } ], "loops": [ { "to": 14, "from": 5, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null }, "matchId": "019deac5-4e6c-74ef-a9f3-20378f4061c9", "evidence": "Explicit 'Listing vs Today' tables and 2022 vs 2024 AUM comparisons (p.11, p.13 vs p.14)", "position": 1, "objective": "Show how Blue Owl evolved since 2022 listing", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 7, "type": "setup", "function": "front_matter", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 4, "componentCount": 2, "textChars": 67, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:53.706+00", "seconds": 1.872, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/7", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-7", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.2, "x": 0.05, "y": 0.75 }, "kind": "paragraph", "text": "Doug Ostrover\nCo-Chief Executive Officer", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:53.706+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "64654f66-a26a-4828-89e0-ab8b1b88d8a6", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.6, "x": 0.05, "y": 0.45 }, "kind": "title", "text": "Blue Owl's Strategic Vision", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:53.706+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "274c6072-c39d-4df7-9308-983ed97924c7", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Situation & Context", "beatId": "019deac5-4cde-7061-9e25-8a4d706a14d2", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Shareholder shift, 140% return, 2022→2024 evolution, peer leadership, market scale", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 } ], "loops": [ { "to": 14, "from": 5, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null }, "matchId": "019deac5-4e6c-74ef-a9f3-20378f4061c9", "evidence": "Explicit 'Listing vs Today' tables and 2022 vs 2024 AUM comparisons (p.11, p.13 vs p.14)", "position": 1, "objective": "Show how Blue Owl evolved since 2022 listing", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 8, "type": "setup", "title": "The slide uses a minimalist design with a company logo (owl) and the quote centered.", "function": "summarize", "rawType": "quote_slide", "block": null, "metadata": { "slideType": "quote_slide", "slideTypeCanon": { "name": "Quote slide", "slug": "quote_slide", "status": "active", "canonId": "019de52d-098e-7555-a9fd-4f0af7e80bc2", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "sparse", "densityScore": 10, "componentCount": 3, "textChars": 140, "nDataPoints": 0, "notes": "The slide uses a minimalist design with a company logo (owl) and the quote centered.", "elementsJson": [ "quote_block", "other" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:55.348+00", "seconds": 3.513, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/8", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-8", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.16, "x": 0.42, "y": 0.25 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.348+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "47aff001-fcb8-4093-a94c-db577c35fb47", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.7, "x": 0.15, "y": 0.55 }, "kind": "quote", "text": "Skate to where the puck is going to be, not where it has been.", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Pull quote", "slug": "pull-quote", "status": "active", "canonId": "019de52c-fbf9-76fe-97e1-a0b7540445c9", "version": 1, "description": null }, "framework": null }, "subkind": "pull-quote", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.348+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9b6ea317-4636-41f3-af5c-c77f2b4a2865", "parentComponentId": null }, { "bbox": null, "kind": "quote", "text": "Skate to where the puck is going to be, not where it has been. — Wayne Gretzky", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": { "name": "Authority citation", "slug": "authority-citation", "status": "active", "bestFor": null, "canonId": "019dd9e1-49ae-7557-89ad-3fca70469b45", "version": 1, "bodyDocId": null, "description": "Quoting an authority figure, study, or precedent to lend weight.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:42+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b02-46bdb5dc1396", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Emotional Appeal", "slug": "emotional-appeal", "status": "active", "bestFor": null, "canonId": "019dd956-bde9-7668-8be7-0097678fec59", "version": 1, "bodyDocId": null, "description": "Connecting to audience feelings rather than just logic", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-5201-740a-b667-c0239888ad2c", "evidence": "Quote-only minimalist slide as hook", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Opening Hooks", "slug": "opening-hooks", "status": "active", "bestFor": null, "canonId": "019dd956-aeb0-77d5-bfbd-9cd9a6be8186", "version": 1, "bodyDocId": null, "description": "Techniques to capture attention: Startling statistic, provocative question, short story, analogy, contrast", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-51de-7468-84bc-faae4b61a9d1", "evidence": "Gretzky quote opens vision section", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Situation & Context", "beatId": "019deac5-4cde-7061-9e25-8a4d706a14d2", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Shareholder shift, 140% return, 2022→2024 evolution, peer leadership, market scale", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 } ], "loops": [ { "to": 14, "from": 5, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null }, "matchId": "019deac5-4e6c-74ef-a9f3-20378f4061c9", "evidence": "Explicit 'Listing vs Today' tables and 2022 vs 2024 AUM comparisons (p.11, p.13 vs p.14)", "position": 1, "objective": "Show how Blue Owl evolved since 2022 listing", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 9, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 2, "componentCount": 1, "textChars": 46, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:53.415+00", "seconds": 1.444, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/9", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-9", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.2, "w": 0.55, "x": 0.07, "y": 0.4 }, "kind": "title", "text": "We continue to lean in on innovation and scale", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:53.415+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e66a0dd-e487-47f5-9cb8-87e3bf61098f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Situation & Context", "beatId": "019deac5-4cde-7061-9e25-8a4d706a14d2", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Shareholder shift, 140% return, 2022→2024 evolution, peer leadership, market scale", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 } ], "loops": [ { "to": 14, "from": 5, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null }, "matchId": "019deac5-4e6c-74ef-a9f3-20378f4061c9", "evidence": "Explicit 'Listing vs Today' tables and 2022 vs 2024 AUM comparisons (p.11, p.13 vs p.14)", "position": 1, "objective": "Show how Blue Owl evolved since 2022 listing", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 10, "type": "setup", "function": "summarize", "rawType": "thesis_headline", "block": null, "metadata": { "slideType": "thesis_headline", "slideTypeCanon": { "name": "Thesis headline", "slug": "thesis_headline", "status": "active", "canonId": "019de52d-073a-70cb-b9f6-772a597bb5af", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "sparse", "densityScore": 4, "componentCount": 1, "textChars": 101, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:53.926+00", "seconds": 1.919, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/10", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-10", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.3, "w": 0.9, "x": 0.05, "y": 0.35 }, "kind": "title", "text": "Since our last Investor Day, we’ve achieved substantial growth and diversification across Blue Owl...", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:53.926+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b5934d40-9b97-4c1f-8e3d-ceb4c1be9928", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Pyramid Principle", "slug": "pyramid-principle", "status": "active", "bestFor": "When the document has a single governing decision or recommendation the reader is asked to accept, and the case can be decomposed into a small number of clean groups. Strategy decks, board memos, investment committee papers.", "canonId": "019dd956-7cbd-7219-a477-c871e2bc1aff", "version": 1, "bodyDocId": "88b6ac56-b880-46f9-8621-ef3491ab6235", "description": "Lead with the answer; group three to five MECE supports beneath it; recurse one level down. Top-down hierarchical structure for any document with a single recommendation.", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019deac5-5249-75ba-9269-2fcb9ba7ae19", "evidence": "Answer-first thesis statement leads section", "pageRefs": null, "priority": "Core", "whenToUse": "When the document has a single governing decision or recommendation the reader is asked to accept, and the case can be decomposed into a small number of clean groups. Strategy decks, board memos, investment committee papers.", "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": "Solves the two failure modes of expert communication at once: (1) the long climb where readers wait pages for the answer, and (2) logical mush from non-MECE groupings. Progressive disclosure lets a reader stop at any depth and get the right information.", "antipattern": "Chronological structure (\"what we did, what we found, what we conclude\") instead of logical hierarchy. Top-of-pyramid that is a topic (\"strategic options\") instead of an answer (\"pursue Option B because...\"). Non-MECE supports that overlap or fail to cover the universe.", "cardinality": null, "narrativePurpose": "Transfer conviction with minimum reader effort by mirroring how decision-makers consume information: answer first, scaffolding behind." }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5226-7588-94f9-33d39d179a21", "evidence": "Thesis headline summarizing growth and diversification", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." } ], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Situation & Context", "beatId": "019deac5-4cde-7061-9e25-8a4d706a14d2", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Shareholder shift, 140% return, 2022→2024 evolution, peer leadership, market scale", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 } ], "loops": [ { "to": 14, "from": 5, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null }, "matchId": "019deac5-4e6c-74ef-a9f3-20378f4061c9", "evidence": "Explicit 'Listing vs Today' tables and 2022 vs 2024 AUM comparisons (p.11, p.13 vs p.14)", "position": 1, "objective": "Show how Blue Owl evolved since 2022 listing", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 11, "type": "analysis", "title": "The table highlights significant growth across all listed operational and financial metrics.", "function": "summarize", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "sparse", "densityScore": 23, "componentCount": 4, "textChars": 150, "nDataPoints": 21, "notes": "The table highlights significant growth across all listed operational and financial metrics.", "elementsJson": [ "headline_text", "data_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:54.956+00", "seconds": 2.939, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/11", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-11", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Soaring to new heights...", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:41+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b00-c3489dc99413", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "AUM: 4.4x", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:41+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b00-c4f974194e0c", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.78, "x": 0.11, "y": 0.13 }, "kind": "table", "text": "Employees, Offices, Stock Price, Market Cap, AUM, FRE Revenue, Investment Strategies", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:54.956+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d3229f0e-2d54-4c60-a050-b04727131b62", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.45, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "Blue Owl Evolution Since Listing", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:54.956+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0afb4acc-fcfd-48a6-971e-dcd76d50d7e5", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Contrast Pairs", "slug": "contrast-pairs", "status": "active", "bestFor": null, "canonId": "019dd956-9b77-70d3-88b1-f34e26f60860", "version": 1, "bodyDocId": null, "description": "Creating tension through opposites: Before↔After, Problem↔Solution, Pain↔Relief", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-5293-7526-8c04-901502a08168", "evidence": "Listing vs Today comparison table across 7 metrics", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-526e-74ab-bf56-b3c300f6c6f1", "evidence": "Callout 'Soaring to new heights...'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Data-Ink Ratio", "slug": "data-ink-ratio", "status": "active", "bestFor": null, "canonId": "019dd956-afc8-70da-b378-92834d36fde6", "version": 1, "bodyDocId": null, "description": "Maximize data, minimize non-data ink - remove chartjunk and decoration", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "e1fcc8d8-664f-477b-b27b-c1349df1194b", "evidence": "table/data: Employees, Offices, Stock Price, Market Cap, AUM, FRE Revenue, Investment Strategies", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:03:13.575376+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Situation & Context", "beatId": "019deac5-4cde-7061-9e25-8a4d706a14d2", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Shareholder shift, 140% return, 2022→2024 evolution, peer leadership, market scale", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 18, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 11, "name": "What Is", "beatId": "019deac5-4db9-7291-9b51-c0d258a9e7f5", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Today's AUM, peer benchmarks of current state", "position": 1, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 14, "from": 5, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null }, "matchId": "019deac5-4e6c-74ef-a9f3-20378f4061c9", "evidence": "Explicit 'Listing vs Today' tables and 2022 vs 2024 AUM comparisons (p.11, p.13 vs p.14)", "position": 1, "objective": "Show how Blue Owl evolved since 2022 listing", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 12, "type": "analysis", "title": "The chart tracks growth across various asset classes including Direct Lending, GP Minority Stakes, Net Lease, and others.", "function": "quantify_impact", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "balanced", "densityScore": 42, "componentCount": 6, "textChars": 347, "nDataPoints": 3, "notes": "The chart tracks growth across various asset classes including Direct Lending, GP Minority Stakes, Net Lease, and others.", "elementsJson": [ "headline_text", "bar_chart_stacked", "callout_box" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:54.955+00", "seconds": 2.739, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/12", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-12", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.07, "x": 0.39, "y": 0.33 }, "kind": "callout", "text": "49% CAGR", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:54.955+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e091914-7e7b-4312-9b4b-a5e9afa74330", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.7, "x": 0.07, "y": 0.2 }, "kind": "chart", "text": "Stacked bar chart showing growth from $62bn to $251bn", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:54.955+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "354b1a7f-aa48-4f34-9c7b-9534f60f37db", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.15, "x": 0.77, "y": 0.38 }, "kind": "legend", "text": "Real Estate Credit, Investment Grade Credit, Alternative Credit, Liquid Credit, Net Lease, Other, GP Minority Stakes, Direct Lending", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:54.955+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ededf657-aa37-4555-9eaa-8b50270bb5aa", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Assets Under Management: $251bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:41+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b00-dc82cb95454b", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.15, "x": 0.77, "y": 0.71 }, "kind": "source-note", "text": "Subsequent to 4Q24 Digital Infrastructure: $14bn", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:54.955+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4f04bef6-0b3e-4792-8c95-911cff9576ee", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "We Have Accomplished a Significant Amount in the 3+ Years We've Been Public", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:54.955+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d82f8fba-1091-451c-a389-3e06f9221ce6", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-52b8-713c-8edb-dec8b401db0f", "evidence": "Action title states accomplishments", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Annotation", "slug": "annotation", "status": "active", "bestFor": null, "canonId": "019dd956-b5b9-7668-bf0e-3af99823ec5c", "version": 1, "bodyDocId": null, "description": "Adding explanatory labels to highlight key data points", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-52dd-7621-8879-500f6e174727", "evidence": "'49% CAGR' annotations on chart", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Contrast Principle", "slug": "contrast-principle", "status": "active", "bestFor": null, "canonId": "019dd956-bf0f-73ae-b9df-e60508cdaa65", "version": 1, "bodyDocId": null, "description": "Higher visual weight draws attention - use contrast strategically for emphasis", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-5301-70c7-8331-ebababb5e4d0", "evidence": "Stacked bar uses color contrast for asset classes", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Situation & Context", "beatId": "019deac5-4cde-7061-9e25-8a4d706a14d2", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Shareholder shift, 140% return, 2022→2024 evolution, peer leadership, market scale", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 18, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 11, "name": "What Is", "beatId": "019deac5-4db9-7291-9b51-c0d258a9e7f5", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Today's AUM, peer benchmarks of current state", "position": 1, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 14, "from": 5, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null }, "matchId": "019deac5-4e6c-74ef-a9f3-20378f4061c9", "evidence": "Explicit 'Listing vs Today' tables and 2022 vs 2024 AUM comparisons (p.11, p.13 vs p.14)", "position": 1, "objective": "Show how Blue Owl evolved since 2022 listing", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 13, "type": "analysis", "title": "The slide uses a hierarchical box layout to show the decomposition of AUM.", "function": "decompose_segments", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "version": 1, "description": null }, "function": "decompose_segments", "functionCanon": { "name": "Decompose segments", "slug": "decompose_segments", "status": "active", "canonId": "019de52d-14f1-74f8-be75-beb0be1135ec", "version": 1, "description": null }, "density": "balanced", "densityScore": 40, "componentCount": 6, "textChars": 260, "nDataPoints": 10, "notes": "The slide uses a hierarchical box layout to show the decomposition of AUM.", "elementsJson": [ "headline_text", "icon_grid", "callout_box" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:54.909+00", "seconds": 2.634, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/13", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-13", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Across 34,000+ Wealth Clients and 500+ Institutional Clients", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:41+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b00-ffa018bc19cd", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.95, "x": 0.03, "y": 0.15 }, "kind": "list", "text": "Direct Lending ($45bn), GP Capital Solutions ($41bn), Real Estate ($16bn)", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Comparison list", "slug": "comparison", "status": "active", "canonId": "019de52c-fce7-733e-99d3-030a104727bf", "version": 1, "description": null }, "framework": null }, "subkind": "comparison", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:54.909+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b4fb1024-6d8d-4452-8a86-7c40625c2c58", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "AUM: $102bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:41+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b01-001bcc5051fb", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.6, "x": 0.35, "y": 0.8 }, "kind": "paragraph", "text": "Across 34,000+ Wealth Clients and 500+ Institutional Clients", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:54.909+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "08becc39-218b-4ca0-8fa2-8bb1c3cb9664", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.1, "x": 0.03, "y": 0.93 }, "kind": "source-note", "text": "As of 3/31/22.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:54.909+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7f4aab7f-a498-4d1b-8dff-128e8ac4dd68", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Blue Owl 2022 Investor Day - $102bn of AUM", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:54.909+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "39731db5-5239-4f76-8717-7ef9154184d2", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "block", "agents": [ "Storyteller" ], "matchId": "019deac5-5349-7418-8bbd-7fdbd56f45df", "evidence": "Forms 'before' half of 2022 vs today comparison", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Grid System", "slug": "grid-system", "status": "active", "bestFor": null, "canonId": "019dd956-b745-710f-8b70-825c603b1163", "version": 1, "bodyDocId": null, "description": "Aligning elements to invisible grid for visual harmony", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-5324-71f9-9413-ddfc5e9c442d", "evidence": "Hierarchical box layout for AUM decomposition", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e242364f-101d-466a-ac42-8830c5b03a60", "evidence": "list/comparison: Direct Lending ($45bn), GP Capital Solutions ($41bn), Real Estate ($16bn)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:03:13.671342+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Situation & Context", "beatId": "019deac5-4cde-7061-9e25-8a4d706a14d2", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Shareholder shift, 140% return, 2022→2024 evolution, peer leadership, market scale", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 18, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 11, "name": "What Is", "beatId": "019deac5-4db9-7291-9b51-c0d258a9e7f5", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Today's AUM, peer benchmarks of current state", "position": 1, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 14, "from": 5, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null }, "matchId": "019deac5-4e6c-74ef-a9f3-20378f4061c9", "evidence": "Explicit 'Listing vs Today' tables and 2022 vs 2024 AUM comparisons (p.11, p.13 vs p.14)", "position": 1, "objective": "Show how Blue Owl evolved since 2022 listing", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 14, "type": "analysis", "title": "Includes a pro-forma note for Digital Infrastructure.", "function": "summarize", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 65, "componentCount": 9, "textChars": 348, "nDataPoints": 14, "notes": "Includes a pro-forma note for Digital Infrastructure.", "elementsJson": [ "headline_text", "callout_box", "other" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:55.557+00", "seconds": 3.262, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/14", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-14", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.63, "x": 0.36, "y": 0.74 }, "kind": "callout", "text": "Across 125,000+ Wealth Clients and 900+ Institutional Clients", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.557+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4519413a-5900-42bc-9c7d-23c24f171b14", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.3, "x": 0.69, "y": 0.33 }, "kind": "list", "text": "Net Lease $33.9bn, Real Estate Credit $15.5bn", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.557+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "759108cf-4413-457e-acba-de84e8341a98", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.3, "x": 0.03, "y": 0.33 }, "kind": "list", "text": "Direct Lending $98.1bn, Alternative Credit $10.5bn, IG Credit $17.6bn, Liquid Credit $7.3bn, Other $2.3bn", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.557+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7880def8-6c65-4af0-bbe3-b016058c3882", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.3, "x": 0.36, "y": 0.33 }, "kind": "list", "text": "GP Minority Stakes $62.4bn, GP Debt Financing $2.8bn, Professional Sports $0.9bn", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.557+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a97f61ec-65db-4227-a20a-db17ef594e58", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.36, "y": 0.225 }, "kind": "metric", "text": "$66bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.557+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0e167e82-4dc5-40a4-b150-b3c31cd71227", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.03, "y": 0.225 }, "kind": "metric", "text": "$136bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.557+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "148cb697-26e2-41de-841d-4bacdd85693b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.69, "y": 0.225 }, "kind": "metric", "text": "$49bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.557+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fe3db94b-991c-4c8c-a652-acdc259ee04d", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "AUM: $251bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:43+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b03-22d8edb202a4", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.45, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Blue Owl Today - $251bn of AUM", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.557+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "afe892db-6402-4b3c-974b-2c02202026bb", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Grid System", "slug": "grid-system", "status": "active", "bestFor": null, "canonId": "019dd956-b745-710f-8b70-825c603b1163", "version": 1, "bodyDocId": null, "description": "Aligning elements to invisible grid for visual harmony", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-536d-75ce-88b9-179b90025034", "evidence": "Hierarchical box layout for AUM decomposition", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Von Restorff Effect", "slug": "von-restorff-effect", "status": "active", "bestFor": null, "canonId": "019dd956-beab-73d8-9f62-30d0332e926e", "version": 1, "bodyDocId": null, "description": "Items that stand out are noticed and remembered - make key points visually distinct", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-5391-70a5-9c8b-e284240a5608", "evidence": "$251bn anchor metric stands out vs $102bn", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Situation & Context", "beatId": "019deac5-4cde-7061-9e25-8a4d706a14d2", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Shareholder shift, 140% return, 2022→2024 evolution, peer leadership, market scale", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 18, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 11, "name": "What Is", "beatId": "019deac5-4db9-7291-9b51-c0d258a9e7f5", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Today's AUM, peer benchmarks of current state", "position": 1, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 14, "from": 5, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null }, "matchId": "019deac5-4e6c-74ef-a9f3-20378f4061c9", "evidence": "Explicit 'Listing vs Today' tables and 2022 vs 2024 AUM comparisons (p.11, p.13 vs p.14)", "position": 1, "objective": "Show how Blue Owl evolved since 2022 listing", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 15, "type": "setup", "title": "The slide uses a timeline format to show the inception year and current scale of three business lines.", "function": "summarize", "rawType": "timeline", "block": null, "metadata": { "slideType": "timeline", "slideTypeCanon": { "name": "Timeline", "slug": "timeline", "status": "active", "canonId": "019de52d-0851-75eb-b758-ea2965e7739a", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 36, "componentCount": 6, "textChars": 176, "nDataPoints": 6, "notes": "The slide uses a timeline format to show the inception year and current scale of three business lines.", "elementsJson": [ "headline_text", "timeline_visual", "data_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:59.613+00", "seconds": 7.058, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/15", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-15", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.4, "w": 0.95, "x": 0.03, "y": 0.15 }, "kind": "chart", "text": "Timeline of Direct Lending (2016), GP Strategic Capital (2011), and Net Lease (2009) strategies.", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": null, "framework": null }, "subkind": "timeline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.613+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "971affa1-706f-4503-9512-f61b9b0c68d7", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.08, "x": 0.88, "y": 0.42 }, "kind": "metric", "text": "$34bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.613+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2b56ed51-5ee9-4170-a83c-8a58aad3b81c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.08, "x": 0.88, "y": 0.24 }, "kind": "metric", "text": "$98bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.613+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ad37ed3c-2edf-4ed8-ad0a-5d05664a01db", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.08, "x": 0.88, "y": 0.33 }, "kind": "metric", "text": "$66bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.613+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e351cdbc-28a4-4d3b-bbcd-177af7894cba", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "AUM: $98bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:41+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b01-15fad3d772ce", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.75, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Our Strategies That Existed As of Our Last Investor Day", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.613+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0ecda821-147b-4c35-8f33-3d99ee193609", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Small Multiples", "slug": "small-multiples", "status": "active", "bestFor": null, "canonId": "019dd956-b32d-7586-b368-baa1dd388ed4", "version": 1, "bodyDocId": null, "description": "Repeating similar charts for comparison across categories or time", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-53b4-700c-8df7-b31038890a23", "evidence": "Three timeline bars for three strategies", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Situation & Context", "beatId": "019deac5-4cde-7061-9e25-8a4d706a14d2", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Shareholder shift, 140% return, 2022→2024 evolution, peer leadership, market scale", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 18, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 11, "name": "What Is", "beatId": "019deac5-4db9-7291-9b51-c0d258a9e7f5", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Today's AUM, peer benchmarks of current state", "position": 1, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 18, "from": 15, "loop": { "name": "39_benchmark_gap", "slug": "39-benchmark-gap", "status": "active", "bestFor": "Performance improvement, competitive analysis, target setting", "canonId": "019dd956-75a4-7522-8d1a-af94da4703e9", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity", "description": "Compare performance against best-in-class to quantify the opportunity", "familyLabel": null }, "matchId": "019deac5-4e91-72af-a13b-f008b3a917e5", "evidence": "Peer-bar charts, '#1' flags across FRE/DE/AUM/Permanent Capital CAGRs", "position": 2, "objective": "Show OWL outperforming peer averages on every metric", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 16, "type": "setup", "title": "The slide uses a timeline format to illustrate the maturity and scale of different business units.", "function": "summarize", "rawType": "timeline", "block": null, "metadata": { "slideType": "timeline", "slideTypeCanon": { "name": "Timeline", "slug": "timeline", "status": "active", "canonId": "019de52d-0851-75eb-b758-ea2965e7739a", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 62, "componentCount": 12, "textChars": 181, "nDataPoints": 8, "notes": "The slide uses a timeline format to illustrate the maturity and scale of different business units.", "elementsJson": [ "headline_text", "subtitle_text", "timeline_visual", "data_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:56.294+00", "seconds": 3.68, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/16", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-16", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.75, "w": 0.95, "x": 0.03, "y": 0.18 }, "kind": "chart", "text": null, "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": null, "framework": null }, "subkind": "timeline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.294+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "07203e71-2cbd-4280-9c80-8225feb57386", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.08, "x": 0.88, "y": 0.52 }, "kind": "metric", "text": "$10bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.294+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "103e18d3-0db0-4a52-af7d-0c33b2ac6402", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.08, "x": 0.88, "y": 0.43 }, "kind": "metric", "text": "$34bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.294+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ebb48d4-b473-4bcf-bcec-2d4609c90162", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.08, "x": 0.88, "y": 0.88 }, "kind": "metric", "text": "$14bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.294+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "85779531-0e38-4ac5-b65c-89772b4dfdd2", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.08, "x": 0.88, "y": 0.34 }, "kind": "metric", "text": "$66bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.294+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d8a6045-a244-46cd-919f-80caf1956c61", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.08, "x": 0.88, "y": 0.25 }, "kind": "metric", "text": "$98bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.294+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a1d37400-4b41-453c-87f2-49bcea030612", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.08, "x": 0.88, "y": 0.7 }, "kind": "metric", "text": "$18bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.294+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a6d6944b-4ea3-4447-afe0-73d5c9be914c", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.08, "x": 0.88, "y": 0.79 }, "kind": "metric", "text": "$11bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.294+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f9534fcf-cfbc-4737-a86b-cb2d1afed28d", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.08, "x": 0.88, "y": 0.61 }, "kind": "metric", "text": "$15bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.294+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "feffcd41-5457-4099-b492-07cdf5e12855", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "AUM: $98bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 14:22:14+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-8f6e-7367-856f-f995a1bd1a9f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Our Strategies Today", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.294+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "87b0c59b-6069-41b8-be64-ef289def0698", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.8, "x": 0.03, "y": 0.1 }, "kind": "title", "text": "Diversification into the largest growth areas of alternatives with the benefit of long track records of success", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.294+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3fccba17-1b26-435c-9b4b-47a504fc858e", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Small Multiples", "slug": "small-multiples", "status": "active", "bestFor": null, "canonId": "019dd956-b32d-7586-b368-baa1dd388ed4", "version": 1, "bodyDocId": null, "description": "Repeating similar charts for comparison across categories or time", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-53d9-730b-9832-e7e6aad6f36c", "evidence": "Multiple parallel timeline bars for many strategies", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Situation & Context", "beatId": "019deac5-4cde-7061-9e25-8a4d706a14d2", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Shareholder shift, 140% return, 2022→2024 evolution, peer leadership, market scale", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 18, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 11, "name": "What Is", "beatId": "019deac5-4db9-7291-9b51-c0d258a9e7f5", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Today's AUM, peer benchmarks of current state", "position": 1, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 18, "from": 15, "loop": { "name": "39_benchmark_gap", "slug": "39-benchmark-gap", "status": "active", "bestFor": "Performance improvement, competitive analysis, target setting", "canonId": "019dd956-75a4-7522-8d1a-af94da4703e9", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity", "description": "Compare performance against best-in-class to quantify the opportunity", "familyLabel": null }, "matchId": "019deac5-4e91-72af-a13b-f008b3a917e5", "evidence": "Peer-bar charts, '#1' flags across FRE/DE/AUM/Permanent Capital CAGRs", "position": 2, "objective": "Show OWL outperforming peer averages on every metric", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 17, "type": "setup", "title": "The slide uses a consistent #1 flag to highlight OWL's leadership position across all four metrics.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 47, "componentCount": 7, "textChars": 248, "nDataPoints": 8, "notes": "The slide uses a consistent #1 flag to highlight OWL's leadership position across all four metrics.", "elementsJson": [ "headline_text", "subtitle_text", "bar_chart_grouped", "icon_grid", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:55.897+00", "seconds": 3.068, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/17", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-17", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.3, "w": 0.35, "x": 0.08, "y": 0.2 }, "kind": "chart", "text": "FRE CAGR comparison", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.897+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0b10cbae-a88e-4828-aee3-c093b8dfb919", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.35, "x": 0.08, "y": 0.6 }, "kind": "chart", "text": "AUM CAGR comparison", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.897+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "366f6d7b-cb3f-4eea-bdc3-799b146fb25f", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.35, "x": 0.55, "y": 0.2 }, "kind": "chart", "text": "DE CAGR comparison", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.897+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a61a231f-65fb-474e-8d50-e8c205bf98ac", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.35, "x": 0.55, "y": 0.6 }, "kind": "chart", "text": "Permanent Capital CAGR comparison", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.897+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f16073fe-6927-4e69-80f4-9b0cec7f7881", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "CAGR: 40%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:42+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b01-f91480ebe8c3", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.75, "x": 0.03, "y": 0.1 }, "kind": "title", "text": "Since our 2022 Investor Day, we have led the peer group in growth across many key metrics", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.897+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ab9f38df-af11-4a63-bd1d-0d80f89981b6", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "We Have Demonstrated Differentiated Growth Across Key Metrics", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.897+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9cba8b1d-a9f2-4708-96b8-d4fcf7688a73", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-53fe-776b-aa0b-410a78c11789", "evidence": "Title states 'demonstrated differentiated growth'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Small Multiples", "slug": "small-multiples", "status": "active", "bestFor": null, "canonId": "019dd956-b32d-7586-b368-baa1dd388ed4", "version": 1, "bodyDocId": null, "description": "Repeating similar charts for comparison across categories or time", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-5422-7178-92e6-4cc759052ba0", "evidence": "Four parallel bar comparisons for FRE/DE/AUM/Perm Capital", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Von Restorff Effect", "slug": "von-restorff-effect", "status": "active", "bestFor": null, "canonId": "019dd956-beab-73d8-9f62-30d0332e926e", "version": 1, "bodyDocId": null, "description": "Items that stand out are noticed and remembered - make key points visually distinct", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-5445-7309-8c64-74a556f327dd", "evidence": "Repeated #1 flags emphasize leadership", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Situation & Context", "beatId": "019deac5-4cde-7061-9e25-8a4d706a14d2", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Shareholder shift, 140% return, 2022→2024 evolution, peer leadership, market scale", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 18, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 11, "name": "What Is", "beatId": "019deac5-4db9-7291-9b51-c0d258a9e7f5", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Today's AUM, peer benchmarks of current state", "position": 1, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 18, "from": 15, "loop": { "name": "39_benchmark_gap", "slug": "39-benchmark-gap", "status": "active", "bestFor": "Performance improvement, competitive analysis, target setting", "canonId": "019dd956-75a4-7522-8d1a-af94da4703e9", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity", "description": "Compare performance against best-in-class to quantify the opportunity", "familyLabel": null }, "matchId": "019deac5-4e91-72af-a13b-f008b3a917e5", "evidence": "Peer-bar charts, '#1' flags across FRE/DE/AUM/Permanent Capital CAGRs", "position": 2, "objective": "Show OWL outperforming peer averages on every metric", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 18, "type": "setup", "title": "The chart highlights OWL's superior growth performance compared to peers and the broader market index.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 36, "componentCount": 5, "textChars": 341, "nDataPoints": 12, "notes": "The chart highlights OWL's superior growth performance compared to peers and the broader market index.", "elementsJson": [ "headline_text", "bar_chart_grouped", "callout_box" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:59.666+00", "seconds": 6.71, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/18", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-18", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.2, "x": 0.76, "y": 0.25 }, "kind": "callout", "text": "Significant outperformance over a 3-year period", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.666+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8311e73c-4bbc-4cba-9657-247fd4fdd132", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.8, "x": 0.07, "y": 0.2 }, "kind": "chart", "text": "Grouped bar chart showing OWL DE Growth, Peer Average DE Growth, and S&P 500 Earnings Growth for 2022, 2023, 2024, and 3-Year Average.", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.666+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a0261d70-98ba-4816-95d8-f9ea6752b6cc", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.17, "y": 0.85 }, "kind": "legend", "text": "OWL DE Growth; Peer Average DE Growth; S&P 500 Earnings Growth", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.666+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c767aef6-c4ca-4925-96e9-29f32195bc47", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "DE Growth: 30%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:41+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b01-a02a659b6f7c", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.8, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Reflecting Both Strength and Stability of Growth Through Various Market Environments", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.666+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f225cc02-df53-4529-808d-7d130ca3ea3b", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-546a-700c-8a7a-3874491cba8a", "evidence": "Title states strength and stability of growth", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Contrast Principle", "slug": "contrast-principle", "status": "active", "bestFor": null, "canonId": "019dd956-bf0f-73ae-b9df-e60508cdaa65", "version": 1, "bodyDocId": null, "description": "Higher visual weight draws attention - use contrast strategically for emphasis", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-548f-7044-a083-608aeb25a30c", "evidence": "Bars highlight OWL vs peers and S&P", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Situation & Context", "beatId": "019deac5-4cde-7061-9e25-8a4d706a14d2", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Shareholder shift, 140% return, 2022→2024 evolution, peer leadership, market scale", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 18, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 11, "name": "What Is", "beatId": "019deac5-4db9-7291-9b51-c0d258a9e7f5", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Today's AUM, peer benchmarks of current state", "position": 1, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 18, "from": 15, "loop": { "name": "39_benchmark_gap", "slug": "39-benchmark-gap", "status": "active", "bestFor": "Performance improvement, competitive analysis, target setting", "canonId": "019dd956-75a4-7522-8d1a-af94da4703e9", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity", "description": "Compare performance against best-in-class to quantify the opportunity", "familyLabel": null }, "matchId": "019deac5-4e91-72af-a13b-f008b3a917e5", "evidence": "Peer-bar charts, '#1' flags across FRE/DE/AUM/Permanent Capital CAGRs", "position": 2, "objective": "Show OWL outperforming peer averages on every metric", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 19, "type": "analysis", "function": "size_opportunity", "rawType": "market_landscape", "block": null, "metadata": { "slideType": "market_landscape", "slideTypeCanon": { "name": "Market landscape", "slug": "market_landscape", "status": "active", "canonId": "019de52d-0b6d-75db-a946-9ac362e3afc2", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 83, "componentCount": 10, "textChars": 811, "nDataPoints": 8, "notes": null, "elementsJson": [ "headline_text", "bar_chart_vertical", "infographic", "paragraph", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:55.696+00", "seconds": 2.737, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/19", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-19", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Within Alternative Credit, the market share of private solutions is expected to double over the next handful of years.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:42+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b02-230c1d89ae07", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.2, "x": 0.75, "y": 0.18 }, "kind": "chart", "text": "Annual Expected Hyperscaler CapEx Spend", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.696+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2220be73-8497-46f8-aebd-30f92d251e17", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.2, "x": 0.04, "y": 0.35 }, "kind": "chart", "text": "Direct Lending Industry AUM ($bn)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.696+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "48eabf8b-cf1c-45d9-8f94-e42c6f12eb25", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.2, "x": 0.28, "y": 0.18 }, "kind": "chart", "text": "$11 Trillion Estimated Addressable Market", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Bubble chart", "slug": "bubble", "status": "active", "canonId": "019de52d-00a4-756f-8978-8d5e48905dbc", "version": 1, "description": null }, "framework": null }, "subkind": "bubble", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.696+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e8bf5c74-e7b9-44ab-8792-09eacb9690a1", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "AUM: $11 Trillion", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:42+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b02-2772299083aa", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.2, "x": 0.28, "y": 0.72 }, "kind": "paragraph", "text": "Within Alternative Credit, the market share of private solutions is expected to double over the next handful of years", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.696+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0ddea6fe-1a5b-44cd-9184-39e6d8fb84d4", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.2, "x": 0.75, "y": 0.72 }, "kind": "paragraph", "text": "The demand for capital to fund data centers is substantial, and hyperscalers are increasingly looking for private solutions", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.696+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "27723b10-0b5a-4629-a5f9-5d1a83f7c909", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.2, "x": 0.52, "y": 0.18 }, "kind": "paragraph", "text": "There is $12 trillion of PP&E on the balance sheets of IG companies in North America (while annual sale leaseback transaction volume is ~$40bn, <0.5%)", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.696+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aba46a4b-2ecb-4a13-b370-aed8571891fc", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.2, "x": 0.04, "y": 0.18 }, "kind": "paragraph", "text": "Direct Lending continues to grow and take market share from the leveraged loan and high yield markets", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.696+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e00110b5-0732-4eb4-94a6-82827f81447c", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.7, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Blue Owl Is Levered to the Largest Secular Growth Trends in Alternatives", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.696+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0f16867b-7656-459a-a5e5-78a15cf698fe", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-54b8-7549-a2c8-5dd3184ed243", "evidence": "Action title links Blue Owl to secular trends", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "AIDA Model", "slug": "aida-model", "status": "active", "bestFor": null, "canonId": "019dd956-86fc-773c-813f-d416714b8413", "version": 1, "bodyDocId": null, "description": "Attention, Interest, Desire, Action - classic persuasion sequence", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "0b16925c-64ff-403f-a213-083b25cb12a4", "evidence": "Blue Owl Is Levered to the Largest Secular Growth Trends in Alternatives", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-16 22:03:08.763575+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Market Segmentation Pyramid", "slug": "market-segmentation-pyramid", "status": "active", "bestFor": null, "canonId": "1c9f3543-c96f-4a5b-b4a4-9b2a412c0aaf", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "3e6b2353-9d81-4cfc-9faa-d2e257b22e88", "evidence": "The demand for capital to fund data centers is substantial, and hyperscalers are increasingly looking for private solutions", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:03:08.721631+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-54dc-766b-b17e-432236d862bb", "evidence": "Callout articulates implication", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." } ], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Situation & Context", "beatId": "019deac5-4cde-7061-9e25-8a4d706a14d2", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Shareholder shift, 140% return, 2022→2024 evolution, peer leadership, market scale", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 32, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 19, "name": "What Could Be", "beatId": "019deac5-4ddc-73bb-90eb-abe5cf822363", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Secular trends, $11T market, 5-year doubling target", "position": 2, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 23, "from": 19, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "019deac5-4eb6-773d-b0c4-4b420fa0957b", "evidence": "$11T market, 401k opportunity, allocation growth, global resourcing", "position": 3, "objective": "Establish secular tailwinds in alternatives", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 20, "type": "resolution", "function": "size_opportunity", "rawType": "market_sizing", "block": null, "metadata": { "slideType": "market_sizing", "slideTypeCanon": { "name": "Market sizing", "slug": "market_sizing", "status": "active", "canonId": "019de52d-08c8-756c-8664-733b73a7ee7b", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 83, "componentCount": 11, "textChars": 693, "nDataPoints": 15, "notes": null, "elementsJson": [ "data_table", "big_number" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:56.108+00", "seconds": 3.134, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/20", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-20", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Individual investor allocations to alternatives today, a fraction of the multi-trillion-dollar opportunity.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:41+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b01-87edd234ba16", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.06, "x": 0.44, "y": 0.62 }, "kind": "legend", "text": "+30% and +45% growth indicators", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.108+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cfd6efb4-9d2b-45a5-91f4-14b12da3f49d", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.1, "x": 0.53, "y": 0.72 }, "kind": "metric", "text": "<5%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.108+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "37bb169b-b0ff-47be-b48b-9b96435c7c37", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.1, "x": 0.53, "y": 0.28 }, "kind": "metric", "text": "91%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.108+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3e8611a7-950e-4a19-8ad2-f780ee110523", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.1, "x": 0.53, "y": 0.5 }, "kind": "metric", "text": "20%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.108+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "92be49bd-7b6f-417e-b5c5-85c0122fd888", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "AUM: $408.2T", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:41+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b01-8b4588dcb6a8", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.3, "x": 0.65, "y": 0.28 }, "kind": "paragraph", "text": "Investors that intend to maintain or increase allocations to private debt over the long term.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.108+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a79b29d6-bf1a-4007-92e3-61604d1b6fca", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.3, "x": 0.65, "y": 0.72 }, "kind": "paragraph", "text": "Individual investor allocations to alternatives today, a fraction of the multi-trillion-dollar opportunity.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.108+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b5060a24-b2a8-44a7-aa28-05c82f4a9f10", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.3, "x": 0.65, "y": 0.5 }, "kind": "paragraph", "text": "Institutional allocation to alternative assets, up 4.5 percentage points since 2019.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.108+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ef00765b-132b-4a4f-bb71-458da5310cb2", "parentComponentId": null }, { "bbox": { "h": 0.68, "w": 0.44, "x": 0.05, "y": 0.22 }, "kind": "table", "text": "Pensions 54.4 71.8; Insurance 33.9 42.0; Sovereign Wealth 11.4 15.5; Institutional Total 99.6 129.3; HNW / Mass Affluent 191.8 278.8; Total Client AUM 291.4 408.2", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.108+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f583e657-57fd-4064-9661-6b52a7116a7d", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.7, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Allocations to Alternatives Continue to Increase Across Institutional and Private Wealth", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.108+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d4185a05-8503-46c8-a0e9-30f5eef52d5e", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5501-73c9-b05d-caa683d4c886", "evidence": "Callout: '91%... fraction of multi-trillion-dollar opportunity'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." } ], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Situation & Context", "beatId": "019deac5-4cde-7061-9e25-8a4d706a14d2", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Shareholder shift, 140% return, 2022→2024 evolution, peer leadership, market scale", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 32, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 19, "name": "What Could Be", "beatId": "019deac5-4ddc-73bb-90eb-abe5cf822363", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Secular trends, $11T market, 5-year doubling target", "position": 2, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 23, "from": 19, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "019deac5-4eb6-773d-b0c4-4b420fa0957b", "evidence": "$11T market, 401k opportunity, allocation growth, global resourcing", "position": 3, "objective": "Establish secular tailwinds in alternatives", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 21, "type": "resolution", "title": "The slide uses a stepped process flow to illustrate growth drivers, starting from current market position.", "function": "size_opportunity", "rawType": "roadmap", "block": null, "metadata": { "slideType": "roadmap", "slideTypeCanon": { "name": "Roadmap", "slug": "roadmap", "status": "active", "canonId": "019de52d-0a55-72bc-9b7b-a47ef109839c", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "dense", "densityScore": 65, "componentCount": 8, "textChars": 502, "nDataPoints": 5, "notes": "The slide uses a stepped process flow to illustrate growth drivers, starting from current market position.", "elementsJson": [ "process_diagram", "callout_box", "big_number" ], "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:55.557+00", "seconds": 2.581, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/21", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-21", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "The 401k market represents a $8.9tn opportunity.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:42+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b02-59e9b2133bb0", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.85, "x": 0.08, "y": 0.15 }, "kind": "diagram", "text": "Growth roadmap showing New Frontiers, Growing Globally, Product Innovation, and Expanded Alts Usage", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.557+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d4bf4dc4-656e-42ae-900e-23939e4eade0", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.18, "x": 0.1, "y": 0.78 }, "kind": "metric", "text": "$52 billion of Equity Raised in Private Wealth at Blue Owl", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.557+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7cc9185f-33e0-406f-a441-81c57c35562f", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Equity Raised: $52 billion", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:42+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b02-5d5758ff0b81", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.22, "x": 0.49, "y": 0.78 }, "kind": "paragraph", "text": "The top 6 firms captured approximately 60% market share in 2024... Blue Owl was one of the 6", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.557+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4f096e1d-bf08-4066-9919-4936ebe807b2", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.18, "x": 0.3, "y": 0.78 }, "kind": "paragraph", "text": "Market-wide, only ~3% of individuals' assets are allocated to alternatives", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.557+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e7783f94-786d-4615-ad46-c3f704cfa1fa", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.03, "y": 0.93 }, "kind": "source-note", "text": "Please see endnotes for additional information.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.557+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b479f0a1-f4ac-4059-b39c-4c06bf290922", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "We See a Very Long Runway Ahead for Alts in Private Wealth", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.557+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0d61b4e6-f5a7-40ae-8d0d-05dfa0280076", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5526-7749-86e6-eac6c71dcc0a", "evidence": "Action title 'long runway ahead'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Von Restorff Effect", "slug": "von-restorff-effect", "status": "active", "bestFor": null, "canonId": "019dd956-beab-73d8-9f62-30d0332e926e", "version": 1, "bodyDocId": null, "description": "Items that stand out are noticed and remembered - make key points visually distinct", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-554c-707f-b5ff-f82009bebe4f", "evidence": "$8.9tn 401k callout stands out", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Situation & Context", "beatId": "019deac5-4cde-7061-9e25-8a4d706a14d2", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Shareholder shift, 140% return, 2022→2024 evolution, peer leadership, market scale", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 32, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 19, "name": "What Could Be", "beatId": "019deac5-4ddc-73bb-90eb-abe5cf822363", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Secular trends, $11T market, 5-year doubling target", "position": 2, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 23, "from": 19, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "019deac5-4eb6-773d-b0c4-4b420fa0957b", "evidence": "$11T market, 401k opportunity, allocation growth, global resourcing", "position": 3, "objective": "Establish secular tailwinds in alternatives", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 22, "type": "setup", "title": "The slide highlights the company's footprint at a specific point in time.", "function": "establish_context", "rawType": "geographic_map", "block": null, "metadata": { "slideType": "geographic_map", "slideTypeCanon": { "name": "Geographic map", "slug": "geographic_map", "status": "active", "canonId": "019de52d-09de-7153-8845-584c1a9d0c83", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "balanced", "densityScore": 32, "componentCount": 6, "textChars": 114, "nDataPoints": 2, "notes": "The slide highlights the company's footprint at a specific point in time.", "elementsJson": [ "headline_text", "map", "big_number", "icon_grid" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:59.079+00", "seconds": 6.023, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/22", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-22", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.94, "x": 0.03, "y": 0.15 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Map", "slug": "map", "status": "active", "canonId": "019de52c-fe4d-77bd-b0a4-d72d58b9e5a4", "version": 1, "description": null }, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.079+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "284db006-6105-4ee0-aa67-69e27321a063", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.1, "x": 0.22, "y": 0.835 }, "kind": "metric", "text": "400 Employees", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.079+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e6e78f50-20bc-4494-901c-637888255755", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.1, "x": 0.64, "y": 0.835 }, "kind": "metric", "text": "10 Offices", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.079+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fa724900-3657-407f-8b58-e3eaf6a7dc3f", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Employees: 400", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:43+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b03-879c107eb7f9", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.65, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "We Are Resourced to Support Meaningful Growth", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.079+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "715780e4-6bae-4119-ab16-79b9c2b7d65a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.16, "x": 0.03, "y": 0.1 }, "kind": "title", "text": "Where we were: Last Investor Day", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.079+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d987a3d4-4445-4307-9af7-69b6bfe49dd2", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "block", "agents": [ "Storyteller" ], "matchId": "019deac5-556f-7629-aa02-d7bec812142e", "evidence": "Same map repeated p.22 vs p.23 to show scale-up", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Situation & Context", "beatId": "019deac5-4cde-7061-9e25-8a4d706a14d2", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Shareholder shift, 140% return, 2022→2024 evolution, peer leadership, market scale", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 32, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 19, "name": "What Could Be", "beatId": "019deac5-4ddc-73bb-90eb-abe5cf822363", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Secular trends, $11T market, 5-year doubling target", "position": 2, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 23, "from": 19, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "019deac5-4eb6-773d-b0c4-4b420fa0957b", "evidence": "$11T market, 401k opportunity, allocation growth, global resourcing", "position": 3, "objective": "Establish secular tailwinds in alternatives", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 23, "type": "setup", "title": "The slide uses a map to visualize global footprint and provides high-level organizational scale.", "function": "establish_context", "rawType": "geographic_map", "block": null, "metadata": { "slideType": "geographic_map", "slideTypeCanon": { "name": "Geographic map", "slug": "geographic_map", "status": "active", "canonId": "019de52d-09de-7153-8845-584c1a9d0c83", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "balanced", "densityScore": 33, "componentCount": 6, "textChars": 142, "nDataPoints": 2, "notes": "The slide uses a map to visualize global footprint and provides high-level organizational scale.", "elementsJson": [ "headline_text", "subtitle_text", "map", "big_number", "icon_grid", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:55.421+00", "seconds": 2.206, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/23", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-23", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.94, "x": 0.03, "y": 0.15 }, "kind": "image", "text": "World map with office location pins", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Map", "slug": "map", "status": "active", "canonId": "019de52c-fe4d-77bd-b0a4-d72d58b9e5a4", "version": 1, "description": null }, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.421+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5f79d146-dfe8-4511-98bb-18227e84882c", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.08, "x": 0.64, "y": 0.83 }, "kind": "metric", "text": "20+ Offices", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.421+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "713459db-58db-4cf6-bf09-735bd07d004a", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.1, "x": 0.22, "y": 0.83 }, "kind": "metric", "text": "1,100 Employees", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.421+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bf37fe17-babc-45ba-b25c-7495266754cc", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Employees: 1,100", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:44+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b04-9bfbce1e8adc", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.03, "y": 0.11 }, "kind": "paragraph", "text": "Where we are today¹:", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.421+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e57c1e5-f68f-4021-b542-e553d33715f0", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "We Are Resourced to Support Meaningful Growth", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.421+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5cef2484-44a9-4509-bace-95e243cd24d4", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Contrast Pairs", "slug": "contrast-pairs", "status": "active", "bestFor": null, "canonId": "019dd956-9b77-70d3-88b1-f34e26f60860", "version": 1, "bodyDocId": null, "description": "Creating tension through opposites: Before↔After, Problem↔Solution, Pain↔Relief", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-5594-731f-b857-da8efae31676", "evidence": "Same-as-22 layout with much larger metrics today", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Situation & Context", "beatId": "019deac5-4cde-7061-9e25-8a4d706a14d2", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Shareholder shift, 140% return, 2022→2024 evolution, peer leadership, market scale", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 32, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 19, "name": "What Could Be", "beatId": "019deac5-4ddc-73bb-90eb-abe5cf822363", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Secular trends, $11T market, 5-year doubling target", "position": 2, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 23, "from": 19, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "019deac5-4eb6-773d-b0c4-4b420fa0957b", "evidence": "$11T market, 401k opportunity, allocation growth, global resourcing", "position": 3, "objective": "Establish secular tailwinds in alternatives", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 24, "type": "analysis", "title": "The slide uses a horizontal bar chart for investor types and a donut chart for geographic distribution.", "function": "summarize", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 49, "componentCount": 7, "textChars": 273, "nDataPoints": 11, "notes": "The slide uses a horizontal bar chart for investor types and a donut chart for geographic distribution.", "elementsJson": [ "bar_chart_horizontal", "donut_chart", "callout_box" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:55.654+00", "seconds": 2.411, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/24", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-24", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.23, "x": 0.745, "y": 0.18 }, "kind": "callout", "text": "4x more Wealth Clients and 2x more Institutional Clients (since last Investor Day)", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.654+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "66bcf4fd-e505-4d00-96a4-96029e9d1ea7", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.65, "x": 0.03, "y": 0.2 }, "kind": "chart", "text": "Investor base by type", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Horizontal bar chart", "slug": "bar-horizontal", "status": "active", "canonId": "019de52c-fec4-7221-986b-1cb5f5e84b1f", "version": 1, "description": null }, "framework": null }, "subkind": "bar-horizontal", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.654+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f9a032f1-eeaf-4a59-8fd9-4c1b8842f0d9", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.25, "x": 0.53, "y": 0.45 }, "kind": "chart", "text": "Investor base geography", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.654+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b7ae0de0-bbca-4d72-bcf7-8023c99cba9f", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.15, "x": 0.78, "y": 0.45 }, "kind": "list", "text": "8% EMEA & RoW, 13% APAC, 79% North America", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.654+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "763104a8-5b2c-497b-95a4-b7ae1c6a8f77", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Equity commitments: 32%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:41+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b01-ba5e9a8117e9", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.25, "x": 0.03, "y": 0.1 }, "kind": "paragraph", "text": "Based on equity commitments", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.654+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5d32be8f-eaf7-4e89-927c-872882e5fbc4", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.75, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "And Continue to Broaden and Diversify Our Investor Base", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.654+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "af1197fd-5aec-413d-b889-4f049d214baf", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-55b8-72da-9e9e-a3f72eb8fc7d", "evidence": "Action title 'broaden and diversify'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-55dc-75bc-89e8-8184c2ed161e", "evidence": "Callout '4x more Wealth, 2x more Institutional'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." } ], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Situation & Context", "beatId": "019deac5-4cde-7061-9e25-8a4d706a14d2", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Shareholder shift, 140% return, 2022→2024 evolution, peer leadership, market scale", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 32, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 19, "name": "What Could Be", "beatId": "019deac5-4ddc-73bb-90eb-abe5cf822363", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Secular trends, $11T market, 5-year doubling target", "position": 2, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [], "locked": true }, { "page": 25, "type": "evidence", "title": "The slide uses a 'before/after' logic for the Oak Street acquisition and a list of recent acquisitions/partnerships to demonstrate scale.", "function": "illustrate_case", "rawType": "case_study", "block": null, "metadata": { "slideType": "case_study", "slideTypeCanon": { "name": "Case study", "slug": "case_study", "status": "active", "canonId": "019de52d-0b95-7344-8090-926f3b8e92c8", "version": 1, "description": null }, "function": "illustrate_case", "functionCanon": { "name": "Illustrate case", "slug": "illustrate_case", "status": "active", "canonId": "019de52d-13b4-772c-bb73-1873612a7463", "version": 1, "description": null }, "density": "dense", "densityScore": 63, "componentCount": 8, "textChars": 467, "nDataPoints": 4, "notes": "The slide uses a 'before/after' logic for the Oak Street acquisition and a list of recent acquisitions/partnerships to demonstrate scale.", "elementsJson": [ "big_number", "process_diagram", "callout_box", "logo_grid" ], "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:56.703+00", "seconds": 3.21, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/25", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-25", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Since Acquisition Signing: 2.7x AUM, 2.9x FRE Revenues, +28 bps Average Mgmt Fee Rate, 2.1x Flagship Fund Size.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:41+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b01-d3706991f95a", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.5, "x": 0.45, "y": 0.2 }, "kind": "list", "text": "Prima Capital Advisors -> Blue Owl Real Estate Credit; Kuvare -> Blue Owl Insurance Solutions; Atalaya -> Blue Owl Alternative Credit; IPI -> Blue Owl Digital Infrastructure", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.703+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ee269f6a-2389-4220-9d77-ee498db07cd4", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.08, "x": 0.24, "y": 0.65 }, "kind": "metric", "text": "2.1x Flagship Fund Size", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.703+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "163b84c2-8958-4f1c-b8f9-0f8e2f021041", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.08, "x": 0.11, "y": 0.65 }, "kind": "metric", "text": "+28 bps Average Mgmt Fee Rate", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.703+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6f608987-ee3f-44e7-a856-8fea3cfed0ee", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.08, "x": 0.11, "y": 0.45 }, "kind": "metric", "text": "2.7x AUM", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.703+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8ec8426b-44e5-4bb2-ab0d-74841d6b42a9", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.08, "x": 0.24, "y": 0.45 }, "kind": "metric", "text": "2.9x FRE Revenues", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.703+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "caa99800-f0b8-4ae8-9302-bd67787afbd6", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "AUM growth: 2.7x", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:41+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b01-d44df58943f8", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.8, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "As the Industry Consolidates, Blue Owl’s Scale Is Even More Valuable to Potential Partners", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.703+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "12005238-c061-4862-8b2c-569f18a2c218", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Storytelling Effect", "slug": "storytelling-effect", "status": "active", "bestFor": null, "canonId": "019dd956-981b-74f9-9096-5c8df03dab5a", "version": 1, "bodyDocId": null, "description": "Stories are remembered up to 22x better than facts alone", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "block", "agents": [ "Storyteller" ], "matchId": "019deac5-5624-7578-a93a-0175dfafc039", "evidence": "Oak Street acquisition mini-case as storytelling", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 25, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5600-729c-990b-c75367077060", "evidence": "Specific callout '2.7x AUM, 2.9x FRE'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 25, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." } ], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Situation & Context", "beatId": "019deac5-4cde-7061-9e25-8a4d706a14d2", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Shareholder shift, 140% return, 2022→2024 evolution, peer leadership, market scale", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 32, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 19, "name": "What Could Be", "beatId": "019deac5-4ddc-73bb-90eb-abe5cf822363", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Secular trends, $11T market, 5-year doubling target", "position": 2, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [], "locked": true }, { "page": 26, "type": "setup", "function": "summarize", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 81, "componentCount": 9, "textChars": 1040, "nDataPoints": 2, "notes": null, "elementsJson": [ "headline_text", "paragraph", "big_number", "icon_grid" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:56.74+00", "seconds": 3.219, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/26", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-26", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.2, "w": 0.4, "x": 0.05, "y": 0.4 }, "kind": "list", "text": "Excellence: We strive to operate always at the highest standard and deliver the best possible outcomes for our stakeholders; we are constantly analyzing our performance to learn from our successes and our mistakes.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.74+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "201f13d6-13c6-4dac-802b-39272c30ea9d", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.45, "x": 0.5, "y": 0.4 }, "kind": "list", "text": "One team: We pride ourselves in our strong alignment with all our stakeholders, including investors, borrowers, partner managers, employees, and others. We act in the highest interest of the Blue Owl ecosystem and work across functions for greater outcomes to deliver value for all of these groups.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.74+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "74dc90d6-4a20-4fae-8fc9-295a82111e47", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.45, "x": 0.5, "y": 0.2 }, "kind": "list", "text": "Constructive dialogue: We invite alternative points of view. As a firm, we encourage thoughtful, intentional, and honest opinions.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.74+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9499b733-c268-48fc-8daf-f5c5f43bce12", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.4, "x": 0.05, "y": 0.2 }, "kind": "list", "text": "Mutual respect: We hold ourselves to the highest standard of professional conduct. We acknowledge everyone's unique contributions and in challenging situations, listen to understand.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.74+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b477493d-25f7-4f2f-b787-60e24c925d53", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.25, "x": 0.7, "y": 0.75 }, "kind": "metric", "text": "96% Senior investment professional retention", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.74+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "46fdc7a9-bf89-4a75-a3e4-974f375f45a4", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.3, "x": 0.35, "y": 0.75 }, "kind": "metric", "text": "57,000+ LinkedIn applicants in 2024", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.74+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "53a45bf7-ccef-4e9e-9bc2-514437d9c4f2", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.25, "x": 0.05, "y": 0.75 }, "kind": "metric", "text": "Named #109 on Forbes' “America’s Best Companies” List 2024", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.74+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9dc61a78-4b97-4f4d-8e54-ffad8e40d42f", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Senior investment professional retention: 96%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:44+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b03-f1d69f1d484f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Culture Is Critical to Our Success", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.74+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "149df24c-8e98-41f3-8782-69245377865b", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Three Pillars", "slug": "three-pillars", "status": "active", "bestFor": null, "canonId": "019dd956-81ef-7455-a365-b234d95a6bbb", "version": 1, "bodyDocId": null, "description": "Three major supporting arguments that are MECE and address key concerns", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019deac5-5649-742a-9af1-d2b5fad49dd8", "evidence": "Four cultural pillars listed", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Situation & Context", "beatId": "019deac5-4cde-7061-9e25-8a4d706a14d2", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Shareholder shift, 140% return, 2022→2024 evolution, peer leadership, market scale", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 32, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 19, "name": "What Could Be", "beatId": "019deac5-4ddc-73bb-90eb-abe5cf822363", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Secular trends, $11T market, 5-year doubling target", "position": 2, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [], "locked": true }, { "page": 27, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 2, "componentCount": 1, "textChars": 57, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:55.099+00", "seconds": 1.568, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/27", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-27", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.2, "w": 0.84, "x": 0.08, "y": 0.4 }, "kind": "title", "text": "What do we think we can accomplish over the next 5 years?", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.099+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1ac97ae8-b182-4587-a182-0e7ded564440", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Curiosity Gap", "slug": "curiosity-gap", "status": "active", "bestFor": null, "canonId": "019dd956-9703-74ef-8b85-96dfd8525025", "version": 1, "bodyDocId": null, "description": "People seek missing information - create open questions that demand resolution", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "block", "agents": [ "Storyteller" ], "matchId": "019deac5-5691-70af-964f-6e475569b8ad", "evidence": "Question-only divider opens loop", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 27, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Information Gap Theory", "slug": "information-gap-theory", "status": "active", "bestFor": null, "canonId": "019dd956-a856-765e-88bc-f703bdfec762", "version": 1, "bodyDocId": null, "description": "Curiosity arises from gap between what we know and want to know", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-566d-71ac-9634-5c42cd304038", "evidence": "Open question 'What can we accomplish over the next 5 years?' creates curiosity", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 27, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 27, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 27, "name": "Problem & Complication", "beatId": "019deac5-4d03-77d6-8fc6-19eff6137e27", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Section divider asks 'What can we accomplish over the next 5 years?'", "position": 2, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 32, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 19, "name": "What Could Be", "beatId": "019deac5-4ddc-73bb-90eb-abe5cf822363", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Secular trends, $11T market, 5-year doubling target", "position": 2, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 32, "from": 27, "loop": { "name": "24_time_machine", "slug": "24-time-machine", "status": "active", "bestFor": "Vision casting, long-term strategy, investment pitches", "canonId": "019dd956-6f7f-70b2-b087-a16fe20515a7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Fast Forward to Success -> What Made It Possible -> Back to Today's Decision", "description": "Transport the audience to a future state where your solution has already succeeded", "familyLabel": null }, "matchId": "019deac5-4edb-7409-a1cd-3f4ab535ce76", "evidence": "Section opens 'next 5 years', then 2024→2029 doubling and stock upside scenarios", "position": 4, "objective": "Cast 5-year vision and stock upside", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 28, "type": "analysis", "function": "quantify_impact", "rawType": "financial_analysis", "block": null, "metadata": { "slideType": "financial_analysis", "slideTypeCanon": { "name": "Financial analysis", "slug": "financial_analysis", "status": "active", "canonId": "019de52d-0b45-709c-bfcc-0cf83dd00f13", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "balanced", "densityScore": 44, "componentCount": 6, "textChars": 357, "nDataPoints": 6, "notes": null, "elementsJson": [ "bar_chart_vertical", "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:56.479+00", "seconds": 2.926, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/28", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-28", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.3, "x": 0.68, "y": 0.185 }, "kind": "chart", "text": "AUM growth from 251 to 500+ ($ billions)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.479+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ec52c02-ae3e-43ac-a36b-c2a93cdc16d6", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.3, "x": 0.02, "y": 0.185 }, "kind": "chart", "text": "FRE Management Fees growth from 2.0 to 5.1+ ($ billions)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.479+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8178ffa0-8e05-4203-9ab2-15962670c6ac", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.3, "x": 0.35, "y": 0.185 }, "kind": "chart", "text": "Fee Related Earnings growth from 1.3 to 3.1+ ($ billions)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.479+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "90381295-0bba-4e19-a46d-0a10587c4d94", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.45, "x": 0.02, "y": 0.93 }, "kind": "disclaimer", "text": "Projections and forward-looking statements are based on various assumptions and there is no guarantee expectations will be achieved.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.479+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "76914bad-4e63-4fe3-bc4f-caf44b1c5304", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "AUM: 500+", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:45+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b04-ce5e890c4c9e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.85, "x": 0.02, "y": 0.03 }, "kind": "title", "text": "We Expect to More Than Double Key Metrics Over the Next 5 Years", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.479+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1d6f02ce-0c4f-452b-974d-a217db04f49c", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Contrast Pairs", "slug": "contrast-pairs", "status": "active", "bestFor": null, "canonId": "019dd956-9b77-70d3-88b1-f34e26f60860", "version": 1, "bodyDocId": null, "description": "Creating tension through opposites: Before↔After, Problem↔Solution, Pain↔Relief", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-56d9-748f-b9ca-d6617a5ce047", "evidence": "2024 vs 2029 paired bars", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 28, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-56b6-73ae-b215-07b3e2f3b47b", "evidence": "Action title 'More Than Double Key Metrics'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 28, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Small Multiples", "slug": "small-multiples", "status": "active", "bestFor": null, "canonId": "019dd956-b32d-7586-b368-baa1dd388ed4", "version": 1, "bodyDocId": null, "description": "Repeating similar charts for comparison across categories or time", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-56ff-75ef-b86a-23584dd73d34", "evidence": "Three identical 2024→2029 mini-charts", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 28, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 32, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 19, "name": "What Could Be", "beatId": "019deac5-4ddc-73bb-90eb-abe5cf822363", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Secular trends, $11T market, 5-year doubling target", "position": 2, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 32, "from": 27, "loop": { "name": "24_time_machine", "slug": "24-time-machine", "status": "active", "bestFor": "Vision casting, long-term strategy, investment pitches", "canonId": "019dd956-6f7f-70b2-b087-a16fe20515a7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Fast Forward to Success -> What Made It Possible -> Back to Today's Decision", "description": "Transport the audience to a future state where your solution has already succeeded", "familyLabel": null }, "matchId": "019deac5-4edb-7409-a1cd-3f4ab535ce76", "evidence": "Section opens 'next 5 years', then 2024→2029 doubling and stock upside scenarios", "position": 4, "objective": "Cast 5-year vision and stock upside", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 29, "type": "resolution", "title": "The 'Layer Cake' is a proprietary metaphor used by the firm to describe compounding earnings.", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 77, "componentCount": 10, "textChars": 641, "nDataPoints": 4, "notes": "The 'Layer Cake' is a proprietary metaphor used by the firm to describe compounding earnings.", "elementsJson": [ "headline_text", "subtitle_text", "bullet_list", "callout_box", "infographic" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:01.087+00", "seconds": 7.335, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/29", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-29", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.3, "w": 0.3, "x": 0.03, "y": 0.48 }, "kind": "callout", "text": "Permanent capital means we keep the AUM we have already raised – unlike peers, we don't have to raise $2 to grow AUM by $1", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:01.087+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "223b2ebb-eba1-4079-9d8a-1e9e013296aa", "parentComponentId": null }, { "bbox": null, "kind": "callout", "text": "Permanent capital means we keep the AUM we have already raised – unlike peers, we don’t have to raise $2 to grow AUM by $1", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:43+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b02-7c11fd48a425", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.63, "x": 0.338, "y": 0.38 }, "kind": "image", "text": "Layer cake illustration", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:01.087+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cdf155df-bcc8-44c0-9ec6-039915bfdbed", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.88, "x": 0.03, "y": 0.19 }, "kind": "list", "text": "91% of FRE Management Fees are driven by permanent capital; DE is 100% driven by FRE, lowering earnings volatility; And incremental fundraising adds to the layer cake of earnings", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:01.087+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ae68a688-1b70-4a05-85ca-eecd5f7aec61", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.65, "y": 0.77 }, "kind": "metric", "text": "29% CAGR", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:01.087+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2c68e8de-2a07-43ae-8f1b-ff3ce505899d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.45, "y": 0.69 }, "kind": "metric", "text": "2024 Distributable Earnings - $1,129mn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:01.087+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b8e07e16-e655-4787-84bc-b7bea2bdbf05", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.45, "y": 0.85 }, "kind": "metric", "text": "2021 Distributable Earnings - $523mn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:01.087+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bef23c05-1fb2-48c3-bccf-f0648adc41b5", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Distributable Earnings: 29% CAGR", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:43+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b02-80062e4e073d", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.88, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Our Earnings Are Underpinned by Our Durable Permanent Capital", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:01.087+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fe73c355-212a-446a-a883-39daed4bbe53", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.22, "x": 0.03, "y": 0.11 }, "kind": "title", "text": "The Layer Cake Effect", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:01.087+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f3815d22-979d-4ab3-9e4b-063d6457124a", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Storytelling Effect", "slug": "storytelling-effect", "status": "active", "bestFor": null, "canonId": "019dd956-981b-74f9-9096-5c8df03dab5a", "version": 1, "bodyDocId": null, "description": "Stories are remembered up to 22x better than facts alone", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "block", "agents": [ "Storyteller" ], "matchId": "019deac5-574a-718a-b1f0-7bfd66c91e40", "evidence": "Proprietary metaphor used as story device", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Metaphor & Analogy", "slug": "metaphor-analogy", "status": "active", "bestFor": null, "canonId": "019dd956-adea-7729-bca1-70810d6238a9", "version": 1, "bodyDocId": null, "description": "Making abstract concepts concrete through familiar comparisons", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-5725-7257-adab-cdce17b041b4", "evidence": "Explicit 'Layer Cake' metaphor", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 32, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 19, "name": "What Could Be", "beatId": "019deac5-4ddc-73bb-90eb-abe5cf822363", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Secular trends, $11T market, 5-year doubling target", "position": 2, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 32, "from": 27, "loop": { "name": "24_time_machine", "slug": "24-time-machine", "status": "active", "bestFor": "Vision casting, long-term strategy, investment pitches", "canonId": "019dd956-6f7f-70b2-b087-a16fe20515a7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Fast Forward to Success -> What Made It Possible -> Back to Today's Decision", "description": "Transport the audience to a future state where your solution has already succeeded", "familyLabel": null }, "matchId": "019deac5-4edb-7409-a1cd-3f4ab535ce76", "evidence": "Section opens 'next 5 years', then 2024→2029 doubling and stock upside scenarios", "position": 4, "objective": "Cast 5-year vision and stock upside", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 30, "type": "setup", "title": "Uses a 'layer cake' metaphor to represent additive growth components.", "function": "present_solution", "rawType": "business_case", "block": null, "metadata": { "slideType": "business_case", "slideTypeCanon": { "name": "Business case", "slug": "business_case", "status": "active", "canonId": "019de52d-0e16-7764-9eec-dceac9d5f517", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "dense", "densityScore": 53, "componentCount": 6, "textChars": 609, "nDataPoints": 4, "notes": "Uses a 'layer cake' metaphor to represent additive growth components.", "elementsJson": [ "headline_text", "paragraph", "infographic" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:56.325+00", "seconds": 2.523, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/30", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-30", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "We have $23 billion of AUM which will drive over $300 million of management fees once the capital is deployed.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 14:22:14+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-8f6e-7367-856f-e3c27e091868", "parentComponentId": null }, { "bbox": { "h": 0.85, "w": 0.58, "x": 0.38, "y": 0.12 }, "kind": "diagram", "text": "Layer cake diagram showing M&A, New Capital, Embedded Earnings, and Distributable Earnings growth.", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": "other", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.325+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e6576525-3fa5-4eab-b2c9-8850c4bbc30a", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Distributable Earnings CAGR: 29%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 14:22:14+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-8f6e-7367-856f-e40979a645a6", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.3, "x": 0.05, "y": 0.2 }, "kind": "paragraph", "text": "We are fundraising from an increasingly diversified set of strategies, products, and investors, which adds to the layer cake of earnings. We have $23 billion of AUM which will drive over $300 million of management fees once the capital is deployed. And M&A would be additive to the growth story.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.325+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8b330458-0fe3-4525-9f14-68ff894675a2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "With New Layers from Fundraising, Deployment, and M&A", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.325+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f8f2cebd-8698-40b3-b5f1-fb79813a4b5b", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.05, "y": 0.1 }, "kind": "title", "text": "The Layer Cake Effect", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.325+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8b99a618-3747-4e32-8335-eadcece16fb2", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Causal Chain", "slug": "causal-chain", "status": "active", "bestFor": null, "canonId": "019dd956-9e98-7269-907b-8cf727e9499d", "version": 1, "bodyDocId": null, "description": "Showing how one event leads to another in sequence", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Architect", "layer": "loop", "agents": [ "Architect" ], "matchId": "019deac5-5793-714d-83cb-4413790f6f98", "evidence": "Fundraising→Deployment→M&A→DE growth", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 30, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Metaphor & Analogy", "slug": "metaphor-analogy", "status": "active", "bestFor": null, "canonId": "019dd956-adea-7729-bca1-70810d6238a9", "version": 1, "bodyDocId": null, "description": "Making abstract concepts concrete through familiar comparisons", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-576f-726f-ba22-745297a01f0a", "evidence": "Continues 'Layer Cake' visual metaphor", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 30, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 32, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 19, "name": "What Could Be", "beatId": "019deac5-4ddc-73bb-90eb-abe5cf822363", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Secular trends, $11T market, 5-year doubling target", "position": 2, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 32, "from": 27, "loop": { "name": "24_time_machine", "slug": "24-time-machine", "status": "active", "bestFor": "Vision casting, long-term strategy, investment pitches", "canonId": "019dd956-6f7f-70b2-b087-a16fe20515a7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Fast Forward to Success -> What Made It Possible -> Back to Today's Decision", "description": "Transport the audience to a future state where your solution has already succeeded", "familyLabel": null }, "matchId": "019deac5-4edb-7409-a1cd-3f4ab535ce76", "evidence": "Section opens 'next 5 years', then 2024→2029 doubling and stock upside scenarios", "position": 4, "objective": "Cast 5-year vision and stock upside", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 31, "type": "resolution", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 43, "componentCount": 4, "textChars": 782, "nDataPoints": 3, "notes": null, "elementsJson": [ "headline_text", "numbered_list" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:55.99+00", "seconds": 2.108, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/31", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-31", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.47, "x": 0.03, "y": 0.93 }, "kind": "disclaimer", "text": "Projections and forward-looking statements are based on various assumptions and there is no guarantee expectations will be achieved.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.99+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f03c2559-7a70-4138-a025-323952c52d9e", "parentComponentId": null }, { "bbox": { "h": 0.78, "w": 0.94, "x": 0.03, "y": 0.11 }, "kind": "list", "text": "1. We expect to grow our FRE Management Fees and FRE by a 20+% CAGR over the next 5 years. We expect to more than double our AUM to $500bn+ by 2029.\n2. We can replicate the growth of our net lease business with Atalaya, IPI, and others.\n3. We are well positioned in the largest secular growth areas of alternatives including direct lending, alternative credit, GP stakes, and digital infrastructure.\n4. We have a leading Private Wealth franchise, strong and growing Institutional relationships and expanded Insurance capabilities.\n5. We have a differentiated business model that is built on permanent capital and is 100% FRE.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.99+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cd399b16-2d14-4ba2-b809-a39a6e50d9a2", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "AUM: $500bn+", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:43+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b03-6ac0a8f6a468", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.23, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Key Takeaways", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:55.99+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b1cc3bfb-9b45-43c0-8157-ee51cec5f1e4", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Three Pillars", "slug": "three-pillars", "status": "active", "bestFor": null, "canonId": "019dd956-81ef-7455-a365-b234d95a6bbb", "version": 1, "bodyDocId": null, "description": "Three major supporting arguments that are MECE and address key concerns", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019deac5-57b7-7142-a488-1b81a29b4ed0", "evidence": "Five pillar summary", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 65, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 31, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Closing Techniques", "slug": "closing-techniques", "status": "active", "bestFor": null, "canonId": "019dd956-af13-774b-a4fd-7db0a3a88d51", "version": 1, "bodyDocId": null, "description": "Strong endings: Callback, challenge, vision, clear CTA, memorable line", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-57db-70f5-9df1-f61bfcbbcd8e", "evidence": "Key takeaways close section", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 31, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "54949792-449b-4e2a-83b0-1324d22c03b4", "evidence": "list/numbered: 1. We expect to grow our FRE Management Fees and FRE by a 20+% CAGR over the next 5 years.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:03:09.939718+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 31, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "019deac5-6eb5-71a9-9957-07939e39f0e0", "evidence": "Five strategic pillar summary", "framework": null, "confidence": 65, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 31, "frameworkName": "Three Pillars Framework" } ], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 32, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 19, "name": "What Could Be", "beatId": "019deac5-4ddc-73bb-90eb-abe5cf822363", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Secular trends, $11T market, 5-year doubling target", "position": 2, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 32, "from": 27, "loop": { "name": "24_time_machine", "slug": "24-time-machine", "status": "active", "bestFor": "Vision casting, long-term strategy, investment pitches", "canonId": "019dd956-6f7f-70b2-b087-a16fe20515a7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Fast Forward to Success -> What Made It Possible -> Back to Today's Decision", "description": "Transport the audience to a future state where your solution has already succeeded", "familyLabel": null }, "matchId": "019deac5-4edb-7409-a1cd-3f4ab535ce76", "evidence": "Section opens 'next 5 years', then 2024→2029 doubling and stock upside scenarios", "position": 4, "objective": "Cast 5-year vision and stock upside", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 32, "type": "resolution", "title": "The slide uses a combination of historical growth performance, current valuation benchmarking, and a scenario-based sensitivity analysis for stock price.", "function": "quantify_impact", "rawType": "business_case", "block": null, "metadata": { "slideType": "business_case", "slideTypeCanon": { "name": "Business case", "slug": "business_case", "status": "active", "canonId": "019de52d-0e16-7764-9eec-dceac9d5f517", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 77, "componentCount": 10, "textChars": 583, "nDataPoints": 8, "notes": "The slide uses a combination of historical growth performance, current valuation benchmarking, and a scenario-based sensitivity analysis for stock price.", "elementsJson": [ "headline_text", "bar_chart_grouped", "process_diagram" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:57.203+00", "seconds": 3.145, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/32", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-32", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "We told you we think we can more than double earnings over the next 5 years", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:43+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b02-9f97c39f940c", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.25, "x": 0.35, "y": 0.45 }, "kind": "chart", "text": "2026 Implied FRE Multiple", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:57.203+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0cae8fd7-b833-4233-911f-e1617e98c605", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.25, "x": 0.05, "y": 0.35 }, "kind": "chart", "text": "2021 - 2024E FRE CAGR", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:57.203+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a55cd172-9dfe-40eb-a466-54933a2aae0b", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "FRE CAGR: 32%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:43+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b02-a250ed231874", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.3, "x": 0.66, "y": 0.15 }, "kind": "paragraph", "text": "We told you we think we can more than double earnings over the next 5 years", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:57.203+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "11538199-553b-40a5-978a-ee57fab3b209", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.3, "x": 0.02, "y": 0.14 }, "kind": "paragraph", "text": "Our FRE growth has significantly outperformed peers since our listing¹...", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:57.203+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "13763f27-aa88-4581-a191-a242ab97a95b", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.3, "x": 0.35, "y": 0.14 }, "kind": "paragraph", "text": "...and yet our stock currently trades below the average peer FRE multiple¹", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:57.203+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8713880b-f206-4b98-ac8e-957c364443e9", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.02, "y": 0.93 }, "kind": "source-note", "text": "Projections and forward-looking statements are based on various assumptions and there is no guarantee expectations will be achieved.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:57.203+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aaff1200-ddad-485d-8cbf-0fcf9fbef8a2", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.3, "x": 0.66, "y": 0.35 }, "kind": "table", "text": "Multiple Expansion vs Stock Price scenarios", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Scenario table", "slug": "scenario", "status": "active", "canonId": "019de52d-0374-7778-b2bc-9f279d34d01f", "version": 1, "description": null }, "framework": null }, "subkind": "scenario", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:57.203+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e1bd4780-e712-437c-b7cd-bcf7f4ee0380", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.7, "x": 0.02, "y": 0.03 }, "kind": "title", "text": "We Believe Our Stock Has Meaningful Upside Potential", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:57.203+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "38e6e3a7-9dab-4f15-a5a1-725fc73d1688", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "b7eca693-b5ef-43f5-aede-54845d5b88e6", "evidence": "table/scenario: Multiple Expansion vs Stock Price scenarios", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:03:10.019068+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 32, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-57ff-71ac-8a75-5068e2629f16", "evidence": "Action title argues 'Stock Has Meaningful Upside'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 32, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "f236bb0d-f33e-4af4-9add-0ca452e80e28", "evidence": "chart/bar-grouped: 2026 Implied FRE Multiple", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-16 22:03:10.057689+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 32, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5823-742d-8e95-42bdacda2528", "evidence": "Callout articulates the implication", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 32, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." } ], "frameworks": [ { "matchId": "019deac5-6edb-7698-8a2d-2346397fbbd3", "evidence": "Scenario-based stock price sensitivity analysis", "framework": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 32, "frameworkName": "Scenario Analysis" } ], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 32, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 19, "name": "What Could Be", "beatId": "019deac5-4ddc-73bb-90eb-abe5cf822363", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Secular trends, $11T market, 5-year doubling target", "position": 2, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 32, "from": 27, "loop": { "name": "24_time_machine", "slug": "24-time-machine", "status": "active", "bestFor": "Vision casting, long-term strategy, investment pitches", "canonId": "019dd956-6f7f-70b2-b087-a16fe20515a7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Fast Forward to Success -> What Made It Possible -> Back to Today's Decision", "description": "Transport the audience to a future state where your solution has already succeeded", "familyLabel": null }, "matchId": "019deac5-4edb-7409-a1cd-3f4ab535ce76", "evidence": "Section opens 'next 5 years', then 2024→2029 doubling and stock upside scenarios", "position": 4, "objective": "Cast 5-year vision and stock upside", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 33, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 3, "componentCount": 2, "textChars": 47, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:56.021+00", "seconds": 1.949, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/33", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-33", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.2, "x": 0.05, "y": 0.75 }, "kind": "paragraph", "text": "Craig Packer\nCo-President, Head of Credit", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.021+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a18eae83-588b-46e8-949f-2e58c5fb4429", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.2, "x": 0.05, "y": 0.45 }, "kind": "title", "text": "Credit", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:56.021+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7b0d1bcd-a49d-4013-bb85-6bde0e207b73", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [], "locked": true }, { "page": 34, "type": "analysis", "title": "The slide uses a table structure to categorize business units by AUM, team size, and focus areas.", "function": "summarize", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 48, "componentCount": 6, "textChars": 432, "nDataPoints": 11, "notes": "The slide uses a table structure to categorize business units by AUM, team size, and focus areas.", "elementsJson": [ "headline_text", "paragraph", "kpi_table", "callout_box" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:59.124+00", "seconds": 5.022, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/34", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-34", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "New and expanded capability set", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:43+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b03-9ecf6fffc6c6", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.23, "x": 0.03, "y": 0.87 }, "kind": "legend", "text": "New and expanded capability set", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.124+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dec6187d-40ad-42ef-b971-c1a17cffa83f", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "AUM: $136bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:43+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b03-a14f31435d56", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.75, "x": 0.03, "y": 0.09 }, "kind": "subtitle", "text": "We offer institutional, private wealth, and insurance clients access to compelling and differentiated investment opportunities across world class credit strategies", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.124+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bba3c052-233a-4317-8293-4457be36c07c", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.94, "x": 0.03, "y": 0.188 }, "kind": "table", "text": "Table showing AUM, Investment Team, and Focus for Direct Lending, Alternative Credit, Investment Grade Credit, Liquid Credit, and Other Strategies.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.124+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "15c928bc-d1df-4712-ab89-c1a92a658baa", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Blue Owl Manages a Market Leading Credit Business", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.124+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "215df5e9-0e9e-4e6d-8e0a-f2396848a306", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Grid System", "slug": "grid-system", "status": "active", "bestFor": null, "canonId": "019dd956-b745-710f-8b70-825c603b1163", "version": 1, "bodyDocId": null, "description": "Aligning elements to invisible grid for visual harmony", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-5846-77ee-8f6a-2df8f49cfc39", "evidence": "Categorized table by AUM/team/focus", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 34, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 45, "from": 34, "loop": { "name": "16_david_goliath", "slug": "16-david-goliath", "status": "active", "bestFor": "Startups, disruptive innovation, competitive displacement", "canonId": "019dd956-6c5d-704a-9c33-1aa083ca432e", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Giant's Weakness -> Our Slingshot (Unique Edge) -> The Topple", "description": "Frame your initiative as the nimble underdog taking on a slow, bloated incumbent", "familyLabel": null }, "matchId": "019deac5-4f00-712a-a35d-f50fb66a088f", "evidence": "Outsized share gain vs industry, 'Why We're Winning' callout (p.41), market pyramid (p.42)", "position": 5, "objective": "Position Blue Owl Direct Lending as winning share against banks/peers", "confidence": 78, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 35, "type": "analysis", "function": "quantify_impact", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "balanced", "densityScore": 40, "componentCount": 6, "textChars": 223, "nDataPoints": 22, "notes": null, "elementsJson": [ "bar_chart_stacked", "bar_chart_vertical", "bar_chart_vertical" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:00.353+00", "seconds": 5.815, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/35", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-35", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.75, "w": 0.42, "x": 0.03, "y": 0.14 }, "kind": "chart", "text": "AUM growth from 2022 to 2024", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.353+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "54bdc070-7599-4f11-a502-a9fb830b8ec5", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.5, "x": 0.47, "y": 0.14 }, "kind": "chart", "text": "FRE Management Fees 2017-2024", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.353+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "23df1ca2-0c6b-4f08-8f21-390697150c8a", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.5, "x": 0.47, "y": 0.55 }, "kind": "chart", "text": "Fee-Paying AUM 2017-2024", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.353+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f341d6db-ae07-455d-8ad8-f2c21ed5660d", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.35, "x": 0.08, "y": 0.82 }, "kind": "legend", "text": "Diversified Lending, Technology Lending, First Lien Lending, Opportunistic Lending", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.353+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9bf93469-c6dc-4ae1-9fee-816f786f5bf0", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "AUM: $98bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:43+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b03-53bfabcc278f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Direct Lending Remains Our Largest Credit Strategy", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.353+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fc400c5d-4ee3-4f36-9e22-8e1e3ec00ebf", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-586b-751f-8ba2-88e0fd564553", "evidence": "Action title states leading position", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 35, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Small Multiples", "slug": "small-multiples", "status": "active", "bestFor": null, "canonId": "019dd956-b32d-7586-b368-baa1dd388ed4", "version": 1, "bodyDocId": null, "description": "Repeating similar charts for comparison across categories or time", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-5890-74af-a98a-605ed1c9a013", "evidence": "Three parallel growth charts", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 35, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 45, "from": 34, "loop": { "name": "16_david_goliath", "slug": "16-david-goliath", "status": "active", "bestFor": "Startups, disruptive innovation, competitive displacement", "canonId": "019dd956-6c5d-704a-9c33-1aa083ca432e", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Giant's Weakness -> Our Slingshot (Unique Edge) -> The Topple", "description": "Frame your initiative as the nimble underdog taking on a slow, bloated incumbent", "familyLabel": null }, "matchId": "019deac5-4f00-712a-a35d-f50fb66a088f", "evidence": "Outsized share gain vs industry, 'Why We're Winning' callout (p.41), market pyramid (p.42)", "position": 5, "objective": "Position Blue Owl Direct Lending as winning share against banks/peers", "confidence": 78, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 36, "type": "analysis", "title": "The chart tracks cumulative equity raised, with specific callouts for OCIC and OTIC launches.", "function": "quantify_impact", "rawType": "financial_analysis", "block": null, "metadata": { "slideType": "financial_analysis", "slideTypeCanon": { "name": "Financial analysis", "slug": "financial_analysis", "status": "active", "canonId": "019de52d-0b45-709c-bfcc-0cf83dd00f13", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "dense", "densityScore": 69, "componentCount": 8, "textChars": 544, "nDataPoints": 24, "notes": "The chart tracks cumulative equity raised, with specific callouts for OCIC and OTIC launches.", "elementsJson": [ "headline_text", "subtitle_text", "bar_chart_stacked", "callout_box", "big_number", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:57.132+00", "seconds": 2.519, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/36", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-36", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Institutional investors expect to maintain or increase private debt allocations; Wealth advisors expect to allocate more to alternative assets over the next two years.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:43+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b02-cd82b6e12528", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.65, "x": 0.03, "y": 0.25 }, "kind": "chart", "text": "Stacked bar chart showing equity raised by year (2016-2024) split by Non-Traded Funds and Other Funds.", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:57.132+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7703705c-4460-4259-adbe-8b13e370b178", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.25, "x": 0.7, "y": 0.25 }, "kind": "metric", "text": "90+%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:57.132+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3432eec8-4ce3-4744-815c-b0f24f29be44", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.25, "x": 0.7, "y": 0.55 }, "kind": "metric", "text": "90+%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:57.132+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fad3a759-d9f3-4053-a1ed-98ebde3b0283", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Equity raised: $48.7bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:43+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b02-d27a6bf75ef3", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.03, "y": 0.94 }, "kind": "source-note", "text": "Please see endnotes for additional information.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:57.132+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "166ebb42-f2b3-493f-bee4-95d6a431fd0f", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.7, "x": 0.03, "y": 0.18 }, "kind": "subtitle", "text": "Since inception, we raised more than $45bn of equity with significant momentum in non-traded funds", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:57.132+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b574f9e9-bb8e-43e9-a8fa-5494e34578e9", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.85, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Fundraising Momentum Has Been Strong with Continued Interest from Institutional and Wealth Investors", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:57.132+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8d618673-1365-43f0-9771-f5117de7125c", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Annotation", "slug": "annotation", "status": "active", "bestFor": null, "canonId": "019dd956-b5b9-7668-bf0e-3af99823ec5c", "version": 1, "bodyDocId": null, "description": "Adding explanatory labels to highlight key data points", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-58b5-7442-8a7f-191ce6946a17", "evidence": "OCIC and OTIC launch annotations on chart", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 36, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 45, "from": 34, "loop": { "name": "16_david_goliath", "slug": "16-david-goliath", "status": "active", "bestFor": "Startups, disruptive innovation, competitive displacement", "canonId": "019dd956-6c5d-704a-9c33-1aa083ca432e", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Giant's Weakness -> Our Slingshot (Unique Edge) -> The Topple", "description": "Frame your initiative as the nimble underdog taking on a slow, bloated incumbent", "familyLabel": null }, "matchId": "019deac5-4f00-712a-a35d-f50fb66a088f", "evidence": "Outsized share gain vs industry, 'Why We're Winning' callout (p.41), market pyramid (p.42)", "position": 5, "objective": "Position Blue Owl Direct Lending as winning share against banks/peers", "confidence": 78, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 37, "type": "analysis", "title": "The slide uses a grid layout to categorize metrics into three themes: Originations, Portfolio Positioning, and Investor Experience.", "function": "summarize", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 77, "componentCount": 18, "textChars": 454, "nDataPoints": 14, "notes": "The slide uses a grid layout to categorize metrics into three themes: Originations, Portfolio Positioning, and Investor Experience.", "elementsJson": [ "headline_text", "big_number", "callout_box", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:59.113+00", "seconds": 4.386, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/37", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-37", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.2, "x": 0.03, "y": 0.93 }, "kind": "disclaimer", "text": "Past performance does not guarantee future results.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.113+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c8696659-506f-45a9-9852-a82f62ec88b2", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.1, "x": 0.22, "y": 0.25 }, "kind": "metric", "text": "760+ Sponsor Relationships", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.113+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "032d096e-f0b3-4196-9124-6ccf3d633082", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.1, "x": 0.05, "y": 0.45 }, "kind": "metric", "text": "~5% ITD Close Ratio", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.113+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0a3bd836-c36a-434c-a612-398b4533541e", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.1, "x": 0.85, "y": 0.25 }, "kind": "metric", "text": "39% Average LTV", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.113+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1513dc5b-023e-45df-a56a-7cce1e22be21", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.15, "x": 0.38, "y": 0.75 }, "kind": "metric", "text": "11bps Annualized Loss Ratio", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.113+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "178bb949-9836-4628-aab1-49de0c0abacd", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.1, "x": 0.85, "y": 0.45 }, "kind": "metric", "text": "~20% Sole Lender", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.113+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1a5577fb-b83c-4389-8270-89e648351a6f", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.15, "x": 0.07, "y": 0.75 }, "kind": "metric", "text": "$143B Gross Originations", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.113+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2ebedfcc-8a27-4fd8-ac82-203015a1193c", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.1, "x": 0.68, "y": 0.25 }, "kind": "metric", "text": "$243mn Average EBITDA", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.113+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3b9a8a69-173e-4227-a638-0210a846131e", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.1, "x": 0.38, "y": 0.45 }, "kind": "metric", "text": "430+ Portfolio Companies", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.113+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "42a91c08-1f92-4b7e-8a26-7e2ff262cd7b", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.1, "x": 0.52, "y": 0.45 }, "kind": "metric", "text": "20bps Avg. Position Size", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.113+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "56916698-fe88-447c-9548-bcf7f2ede22b", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.15, "x": 0.68, "y": 0.75 }, "kind": "metric", "text": "10% LTM Net Direct Lending Return", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.113+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a18434ee-4a56-44e3-9acc-6aad666fee61", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.1, "x": 0.38, "y": 0.25 }, "kind": "metric", "text": "510+ Deals Closed", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.113+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dd0d9b98-1228-4961-b64a-0e9d303e5d17", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.1, "x": 0.52, "y": 0.25 }, "kind": "metric", "text": "$980mn Average Revenue", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.113+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dd118109-6e65-44de-8a06-ee839ce998bb", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.1, "x": 0.68, "y": 0.45 }, "kind": "metric", "text": "~90% Agent or Lead", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.113+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eb304ac3-ea8b-42a0-baa0-45d4a283756e", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.1, "x": 0.22, "y": 0.45 }, "kind": "metric", "text": "140 Unique Sponsors Closed Deals", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.113+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ee33c1ef-2125-4b1b-9f17-58b9e52182fe", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.1, "x": 0.05, "y": 0.25 }, "kind": "metric", "text": "~10,000 Deals Reviewed", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.113+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fbc5d3fd-e250-45b5-8725-fd82d1faea39", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Gross Originations: $143B", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:43+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b02-b5c215204902", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Blue Owl Direct Lending by the Numbers", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.113+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fb3000a8-95f3-4f67-a457-f84e64e79694", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chunking", "slug": "chunking", "status": "active", "bestFor": null, "canonId": "019dd956-abab-72ce-b64c-2924cc83cf39", "version": 1, "bodyDocId": null, "description": "Information grouped into chunks is remembered better - structure content in digestible units", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Architect", "layer": "loop", "agents": [ "Architect" ], "matchId": "019deac5-58fe-772f-807e-24f65bc26004", "evidence": "Metrics chunked into Originations/Portfolio/Investor", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 37, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Grid System", "slug": "grid-system", "status": "active", "bestFor": null, "canonId": "019dd956-b745-710f-8b70-825c603b1163", "version": 1, "bodyDocId": null, "description": "Aligning elements to invisible grid for visual harmony", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-58da-755e-b2db-1282be01d0ed", "evidence": "Grid of 16 KPI tiles in 3 themes", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 37, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 45, "from": 34, "loop": { "name": "16_david_goliath", "slug": "16-david-goliath", "status": "active", "bestFor": "Startups, disruptive innovation, competitive displacement", "canonId": "019dd956-6c5d-704a-9c33-1aa083ca432e", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Giant's Weakness -> Our Slingshot (Unique Edge) -> The Topple", "description": "Frame your initiative as the nimble underdog taking on a slow, bloated incumbent", "familyLabel": null }, "matchId": "019deac5-4f00-712a-a35d-f50fb66a088f", "evidence": "Outsized share gain vs industry, 'Why We're Winning' callout (p.41), market pyramid (p.42)", "position": 5, "objective": "Position Blue Owl Direct Lending as winning share against banks/peers", "confidence": 78, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 38, "type": "evidence", "title": "The funnel shows a conversion rate from 9,963 deals sourced to 512 closed.", "function": "quantify_impact", "rawType": "case_study", "block": null, "metadata": { "slideType": "case_study", "slideTypeCanon": { "name": "Case study", "slug": "case_study", "status": "active", "canonId": "019de52d-0b95-7344-8090-926f3b8e92c8", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "dense", "densityScore": 56, "componentCount": 8, "textChars": 272, "nDataPoints": 9, "notes": "The funnel shows a conversion rate from 9,963 deals sourced to 512 closed.", "elementsJson": [ "headline_text", "process_diagram", "big_number", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:57.58+00", "seconds": 2.638, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/38", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-38", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Closed on 5% of Deals Sourced", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:43+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b03-37d8bd2b78c7", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.94, "x": 0.03, "y": 0.16 }, "kind": "diagram", "text": "Deal funnel from Sourcing to Closing", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": "funnel", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:57.58+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "53e212e0-49b3-4c11-bc50-376fbb46972b", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.2, "x": 0.28, "y": 0.06 }, "kind": "metric", "text": "50%+ 2024 Incumbent Fundings", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:57.58+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "321dbc11-ac04-4ac0-99eb-1a4a8c222d6b", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.2, "x": 0.03, "y": 0.06 }, "kind": "metric", "text": "~90% Control Positions (Agent or Lead)", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:57.58+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "362b406e-754d-4553-abd2-5f61d601edc7", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.2, "x": 0.78, "y": 0.06 }, "kind": "metric", "text": "~35% % of $1bn+ deals where Blue Owl was a lead", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:57.58+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "486310c4-05ed-4804-82a7-c054d42d3783", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.2, "x": 0.53, "y": 0.06 }, "kind": "metric", "text": "~20% Sole Lender", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:57.58+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be845ad6-9f32-4ae7-bb69-eaa6faeabc55", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Deal conversion rate: 512", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:43+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b03-389066e3003a", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.75, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Proven Ability to Originate & Lead Marquee Financings", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:57.58+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d0bd90b-9919-4c2d-9ae7-08c93cc565e5", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5922-777d-97fb-f62f2db1f6e3", "evidence": "Action title 'Proven Ability to Originate'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 38, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5948-756e-aead-8ee81b517a6e", "evidence": "Callout 'Closed on 5% of Deals Sourced'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 38, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." } ], "frameworks": [ { "matchId": "019deac5-6f00-73a1-9e08-7be612ec808f", "evidence": "Funnel from 9,963 sourced to 512 closed", "framework": null, "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 38, "frameworkName": "Funnel Analysis" } ], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 45, "from": 34, "loop": { "name": "16_david_goliath", "slug": "16-david-goliath", "status": "active", "bestFor": "Startups, disruptive innovation, competitive displacement", "canonId": "019dd956-6c5d-704a-9c33-1aa083ca432e", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Giant's Weakness -> Our Slingshot (Unique Edge) -> The Topple", "description": "Frame your initiative as the nimble underdog taking on a slow, bloated incumbent", "familyLabel": null }, "matchId": "019deac5-4f00-712a-a35d-f50fb66a088f", "evidence": "Outsized share gain vs industry, 'Why We're Winning' callout (p.41), market pyramid (p.42)", "position": 5, "objective": "Position Blue Owl Direct Lending as winning share against banks/peers", "confidence": 78, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 39, "type": "setup", "title": "The chart uses a stacked bar format to show the base leveraged loan spread (light blue) and the additional Blue Owl premium (dark blue).", "function": "compare_peers", "rawType": "comparison_table", "block": null, "metadata": { "slideType": "comparison_table", "slideTypeCanon": { "name": "Comparison table", "slug": "comparison_table", "status": "active", "canonId": "019de52d-0a06-73f8-8813-fe022fab1de2", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 46, "componentCount": 6, "textChars": 333, "nDataPoints": 54, "notes": "The chart uses a stacked bar format to show the base leveraged loan spread (light blue) and the additional Blue Owl premium (dark blue).", "elementsJson": [ "headline_text", "bar_chart_stacked", "callout_box", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:57.997+00", "seconds": 2.867, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/39", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-39", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.32, "x": 0.34, "y": 0.14 }, "kind": "callout", "text": "185 bps Avg. Pricing Premium", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:57.997+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fb3fe746-fc3a-4aa6-91aa-f25d6f789656", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "chart", "text": "Stacked bar chart showing quarterly spreads from 2Q18 to 3Q24", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:57.997+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "160fb0b3-9eb1-456e-811d-cad44a438f16", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.02, "y": 0.95 }, "kind": "disclaimer", "text": "Please see endnotes for additional information.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:57.997+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d6060df9-71a9-4f30-96d2-f18cb51b87e2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.1, "y": 0.83 }, "kind": "legend", "text": "LSTA US Lev Loan Spread B/B+ Rated FL Loans - Institutional; Blue Owl Direct Lending 1L Spreads above Lev Loans", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:57.997+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c4748d8b-c742-4db6-b666-032d56a6789e", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Pricing Premium: 185 bps", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:44+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b04-2b810867a694", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "Our Value Proposition Drives Better Spreads vs. Public Markets", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:57.997+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1ca48491-06f5-4388-9f9e-baf879cf56e5", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Annotation", "slug": "annotation", "status": "active", "bestFor": null, "canonId": "019dd956-b5b9-7668-bf0e-3af99823ec5c", "version": 1, "bodyDocId": null, "description": "Adding explanatory labels to highlight key data points", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-596d-70fa-99c2-a668200c12f2", "evidence": "'185 bps Avg. Pricing Premium' annotation", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 39, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Contrast Principle", "slug": "contrast-principle", "status": "active", "bestFor": null, "canonId": "019dd956-bf0f-73ae-b9df-e60508cdaa65", "version": 1, "bodyDocId": null, "description": "Higher visual weight draws attention - use contrast strategically for emphasis", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-5992-77b8-93f6-13a97486d4f1", "evidence": "Stacked bars distinguish base spread vs Blue Owl premium", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 39, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 45, "from": 34, "loop": { "name": "16_david_goliath", "slug": "16-david-goliath", "status": "active", "bestFor": "Startups, disruptive innovation, competitive displacement", "canonId": "019dd956-6c5d-704a-9c33-1aa083ca432e", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Giant's Weakness -> Our Slingshot (Unique Edge) -> The Topple", "description": "Frame your initiative as the nimble underdog taking on a slow, bloated incumbent", "familyLabel": null }, "matchId": "019deac5-4f00-712a-a35d-f50fb66a088f", "evidence": "Outsized share gain vs industry, 'Why We're Winning' callout (p.41), market pyramid (p.42)", "position": 5, "objective": "Position Blue Owl Direct Lending as winning share against banks/peers", "confidence": 78, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 40, "type": "analysis", "title": "The slide compares two distinct BDC strategies (Diversified vs Technology) using a set of four identical KPIs for each.", "function": "summarize", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 85, "componentCount": 13, "textChars": 758, "nDataPoints": 8, "notes": "The slide compares two distinct BDC strategies (Diversified vs Technology) using a set of four identical KPIs for each.", "elementsJson": [ "headline_text", "paragraph", "big_number", "icon_grid" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:59.766+00", "seconds": 4.513, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/40", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-40", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Recent initiatives to streamline our direct lending strategy, including closing the merger of OBDC & OBDE and announcement of the merger of OTF & OTF II, will drive longer-term synergies", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:44+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b04-0891d9d6673d", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.18, "x": 0.52, "y": 0.39 }, "kind": "metric", "text": "75% Senior Secured", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.766+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2ee7afb6-361f-4c36-98fd-a00552310839", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.18, "x": 0.03, "y": 0.57 }, "kind": "metric", "text": "43% Avg. LTV", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.766+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "57c8e496-1450-4b3e-bbfc-fe6a05dff253", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.18, "x": 0.03, "y": 0.39 }, "kind": "metric", "text": "80%+ Senior Secured", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.766+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6259142c-4140-42a7-9b99-c39f6cfdb91b", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.18, "x": 0.25, "y": 0.39 }, "kind": "metric", "text": "0.5% Avg. Position Size", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.766+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8050ba71-a2a8-4278-b4cd-32831a404aa8", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.18, "x": 0.25, "y": 0.57 }, "kind": "metric", "text": "0.7% Non-Accruals at Fair Value", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.766+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8d888f6b-07ff-4046-a21d-b74a4d65b383", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.18, "x": 0.74, "y": 0.57 }, "kind": "metric", "text": "0.2% Non-Accruals at Fair Value", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.766+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "af6b7720-cdb1-448e-8271-73a0dda3b48d", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.18, "x": 0.52, "y": 0.57 }, "kind": "metric", "text": "31% Avg. LTV", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.766+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bb6307e4-f32a-489a-a2f8-6a679af991a4", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.18, "x": 0.74, "y": 0.39 }, "kind": "metric", "text": "0.7% Avg. Position Size", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.766+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bee37ff4-e545-4c5f-b3e1-2532e55d4408", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "AUM: $60.4bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:44+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b04-0d334dbae171", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.79 }, "kind": "paragraph", "text": "Recent initiatives to streamline our direct lending strategy, including closing the merger of OBDC & OBDE and announcement of the merger of OTF & OTF II, will drive longer-term synergies", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.766+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "135c2f1b-8192-41eb-821f-8b56213965b7", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.95, "x": 0.03, "y": 0.1 }, "kind": "paragraph", "text": "Our BDCs provide a growing permanent capital base, allowing us to benefit from significant scale and to remain active in the market across all environments", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.766+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fa3a95dc-d021-4b5b-82df-505b30269482", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.75, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Growth Has Been Driven by Our Leading BDC Business", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.766+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2f8baa0c-ea3b-419a-a449-7d1179806937", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Small Multiples", "slug": "small-multiples", "status": "active", "bestFor": null, "canonId": "019dd956-b32d-7586-b368-baa1dd388ed4", "version": 1, "bodyDocId": null, "description": "Repeating similar charts for comparison across categories or time", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-59b6-72ff-b83b-ed9bbdc2d63d", "evidence": "Identical KPI grids for Diversified vs Technology", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 40, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 45, "from": 34, "loop": { "name": "16_david_goliath", "slug": "16-david-goliath", "status": "active", "bestFor": "Startups, disruptive innovation, competitive displacement", "canonId": "019dd956-6c5d-704a-9c33-1aa083ca432e", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Giant's Weakness -> Our Slingshot (Unique Edge) -> The Topple", "description": "Frame your initiative as the nimble underdog taking on a slow, bloated incumbent", "familyLabel": null }, "matchId": "019deac5-4f00-712a-a35d-f50fb66a088f", "evidence": "Outsized share gain vs industry, 'Why We're Winning' callout (p.41), market pyramid (p.42)", "position": 5, "objective": "Position Blue Owl Direct Lending as winning share against banks/peers", "confidence": 78, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 41, "type": "resolution", "title": "Dual-axis chart showing industry AUM (bars, left axis) and Blue Owl AUM (line, right axis).", "function": "quantify_impact", "rawType": "competitive_analysis", "block": null, "metadata": { "slideType": "competitive_analysis", "slideTypeCanon": { "name": "Competitive analysis", "slug": "competitive_analysis", "status": "active", "canonId": "019de52d-093e-776b-94c6-c1573f5f1a31", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "dense", "densityScore": 72, "componentCount": 9, "textChars": 494, "nDataPoints": 18, "notes": "Dual-axis chart showing industry AUM (bars, left axis) and Blue Owl AUM (line, right axis).", "elementsJson": [ "headline_text", "big_number", "bar_chart_vertical", "line_chart", "bullet_list", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:58.153+00", "seconds": 2.892, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/41", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-41", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.3, "x": 0.65, "y": 0.2 }, "kind": "callout", "text": "Why We’re Winning", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:58.153+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "773cdc42-5c54-4013-a6b5-7e93622bd93d", "parentComponentId": null }, { "bbox": null, "kind": "callout", "text": "Why We're Winning", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:44+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b04-75e117511012", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.55, "x": 0.05, "y": 0.2 }, "kind": "chart", "text": "Industry Direct Lending AUM (lhs)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:58.153+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3ce16701-a9f6-4bab-ae3f-3d87e8e24aad", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.55, "x": 0.05, "y": 0.2 }, "kind": "chart", "text": "Blue Owl Direct Lending AUM (rhs)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:58.153+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "370f454a-2214-43ef-8c16-2297de6d66ee", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.3, "x": 0.65, "y": 0.25 }, "kind": "list", "text": "Demonstrated track record of delivering compelling relative returns; Wide range of product structures; Global presence with best-in-class client service; Growth driven by thoughtful expansion into differentiated strategies and products", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:58.153+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "15db3163-0d7c-44a5-aa29-2e81e6c6657b", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.12, "x": 0.12, "y": 0.15 }, "kind": "metric", "text": "~20% Direct Lending AUM CAGR", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:58.153+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0cef89ec-aabf-41ef-b601-611931808db6", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.12, "x": 0.26, "y": 0.15 }, "kind": "metric", "text": "55%+ Blue Owl Direct Lending AUM CAGR", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:58.153+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5069abed-3624-4028-a56c-6bbeeade8597", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Direct Lending AUM CAGR: 55%+", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:44+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b04-7a0835c9b0c7", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Blue Owl Is Taking Outsized Market Share in a Growing Asset Class", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:58.153+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "db2ee273-661b-4de7-bea6-1c21ff51ca45", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-59db-712f-9d1a-a27e1962c639", "evidence": "Action title 'Taking Outsized Market Share'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 41, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Market Segmentation Pyramid", "slug": "market-segmentation-pyramid", "status": "active", "bestFor": null, "canonId": "1c9f3543-c96f-4a5b-b4a4-9b2a412c0aaf", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "242d79bf-307e-450e-aabd-891a1859db7f", "evidence": "framework/instance: Market segmentation pyramid", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:03:10.447605+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 41, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5a01-73b1-983e-427a8e70e36e", "evidence": "'Why We're Winning' callout articulates so-what", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 41, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 45, "from": 34, "loop": { "name": "16_david_goliath", "slug": "16-david-goliath", "status": "active", "bestFor": "Startups, disruptive innovation, competitive displacement", "canonId": "019dd956-6c5d-704a-9c33-1aa083ca432e", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Giant's Weakness -> Our Slingshot (Unique Edge) -> The Topple", "description": "Frame your initiative as the nimble underdog taking on a slow, bloated incumbent", "familyLabel": null }, "matchId": "019deac5-4f00-712a-a35d-f50fb66a088f", "evidence": "Outsized share gain vs industry, 'Why We're Winning' callout (p.41), market pyramid (p.42)", "position": 5, "objective": "Position Blue Owl Direct Lending as winning share against banks/peers", "confidence": 78, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 42, "type": "analysis", "title": "The slide uses a pyramid to segment the market by lender size and capability, with a sidebar detailing Blue Owl's specific advantages.", "function": "present_framework", "rawType": "market_landscape", "block": null, "metadata": { "slideType": "market_landscape", "slideTypeCanon": { "name": "Market landscape", "slug": "market_landscape", "status": "active", "canonId": "019de52d-0b6d-75db-a946-9ac362e3afc2", "version": 1, "description": null }, "function": "present_framework", "functionCanon": { "name": "Present framework", "slug": "present_framework", "status": "active", "canonId": "019de52d-1403-7667-9100-d2ac6709f750", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 81, "componentCount": 10, "textChars": 754, "nDataPoints": 6, "notes": "The slide uses a pyramid to segment the market by lender size and capability, with a sidebar detailing Blue Owl's specific advantages.", "elementsJson": [ "headline_text", "pyramid", "bullet_list", "callout_box" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:04.991+00", "seconds": 9.717, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/42", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-42", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.25, "x": 0.7, "y": 0.06 }, "kind": "callout", "text": "Blue Owl's Competitive Advantage", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.991+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5c232e62-0717-435d-8e57-296ab19b23a3", "parentComponentId": null }, { "bbox": null, "kind": "callout", "text": "One of few that can provide full, customized solutions in size", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:43+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b03-09a92d6c668a", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.63, "x": 0.03, "y": 0.2 }, "kind": "framework", "text": "Market segmentation pyramid", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.991+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "10b2880d-8df3-4fce-aa62-7d5e86bd60b4", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.28, "x": 0.36, "y": 0.51 }, "kind": "list", "text": "Handful of large asset managers; Standard checks $200-500mn; Limited product suite", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.991+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3247869c-4801-4ffc-9a7d-63d4a27de70d", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.25, "x": 0.7, "y": 0.18 }, "kind": "list", "text": "Scale: One of few that can provide full, customized solutions in size; Can regularly commit $1bn+", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.991+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "657d11c0-61d4-4c76-899a-63b606ad9134", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.25, "x": 0.7, "y": 0.68 }, "kind": "list", "text": "Team: One of the largest in the space; Team of approximately 130 investment professionals", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.991+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8a495da8-793b-407f-bce6-a7166dfff384", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.25, "x": 0.7, "y": 0.42 }, "kind": "list", "text": "Flexibility: Solutions span the capital structure; 50%+ 2024 fundings were to incumbent borrowers", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.991+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9226e87f-9646-4b42-a5c7-b3c49a508853", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.28, "x": 0.36, "y": 0.22 }, "kind": "list", "text": "Less than a handful of parties; Regularly lead large deals; Standard checks >$500mn; One stop shops", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.991+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d414cd8a-1462-41b4-a2bd-7a84b8e4b47c", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.28, "x": 0.36, "y": 0.73 }, "kind": "list", "text": "Commoditized base of small capital providers; Standard checks <$200mn; One-dimensional offerings", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.991+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ea6c7dbd-5770-4373-8e0f-0a3501d6ef5e", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.55, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Large, Diversified Lenders Benefit Disproportionately As the Market Grows", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.991+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e7d37c6d-0d26-4ed0-bf1b-84efb95fbfc8", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5a49-742d-9740-f566c5681bfc", "evidence": "Action title states implication of consolidation", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 42, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5a25-76d4-9274-3081d966fb59", "evidence": "'Blue Owl's Competitive Advantage' callout", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 42, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." } ], "frameworks": [ { "matchId": "019deac5-6f24-72bf-883f-fa81fade0678", "evidence": "Pyramid segmenting middle-market lenders by size/capability", "framework": null, "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 42, "frameworkName": "Market Segmentation Pyramid" } ], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 45, "from": 34, "loop": { "name": "16_david_goliath", "slug": "16-david-goliath", "status": "active", "bestFor": "Startups, disruptive innovation, competitive displacement", "canonId": "019dd956-6c5d-704a-9c33-1aa083ca432e", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Giant's Weakness -> Our Slingshot (Unique Edge) -> The Topple", "description": "Frame your initiative as the nimble underdog taking on a slow, bloated incumbent", "familyLabel": null }, "matchId": "019deac5-4f00-712a-a35d-f50fb66a088f", "evidence": "Outsized share gain vs industry, 'Why We're Winning' callout (p.41), market pyramid (p.42)", "position": 5, "objective": "Position Blue Owl Direct Lending as winning share against banks/peers", "confidence": 78, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 43, "type": "analysis", "title": "The slide uses a combination of qualitative bullet points and a bar chart to illustrate market growth.", "function": "establish_context", "rawType": "industry_trends", "block": null, "metadata": { "slideType": "industry_trends", "slideTypeCanon": { "name": "Industry trends", "slug": "industry_trends", "status": "active", "canonId": "019de52d-0b1d-7705-a0e0-c663199cd1fa", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "dense", "densityScore": 74, "componentCount": 8, "textChars": 770, "nDataPoints": 6, "notes": "The slide uses a combination of qualitative bullet points and a bar chart to illustrate market growth.", "elementsJson": [ "headline_text", "bullet_list", "bar_chart_vertical", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:58.48+00", "seconds": 3.066, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/43", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-43", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.55, "x": 0.42, "y": 0.26 }, "kind": "chart", "text": "Total Volume ($bn) of $1bn+ direct lending deals from 2019 to YTD-3Q24", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:58.48+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "003e0147-89b8-4bff-b6c9-180487c2e1cc", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.03, "y": 0.93 }, "kind": "disclaimer", "text": "Please see endnotes for additional information.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:58.48+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "13ef39b0-5ba3-4479-8d65-6f78ae638db6", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.38, "x": 0.03, "y": 0.26 }, "kind": "list", "text": "As leading private credit managers scaled... Bigger pools of capital allowed for larger commitments, which drove... The advent of the $1bn+ unitranche, with larger deals supporting bigger companies. Sponsors and borrowers are now increasingly familiar with direct lending solutions... Which have further proven to be a consistent and reliable source of capital, even during periods of broader market dislocations", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:58.48+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "789773fa-a707-4613-8ad3-334e8e7540e1", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Total Volume ($bn): $77", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:43+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b02-ef58651dd40e", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.94, "x": 0.03, "y": 0.84 }, "kind": "other", "text": "Privacy, Predictability, Partnership", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:58.48+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c7766e4a-35fd-4304-a61b-7e9e55f939e8", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.85, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Greater Adoption of Direct Lending Has Been Driven by a Number of Factors", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:58.48+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6b0ddadf-7cce-4967-8733-3163b8a93898", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.55, "x": 0.42, "y": 0.2 }, "kind": "title", "text": "The $1bn+ Direct Lending Deal Has Become Increasingly Common", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:58.48+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0f879ec7-0316-4e2f-b570-4ce4e3bc7297", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.38, "x": 0.03, "y": 0.2 }, "kind": "title", "text": "Maturation of the Market has Accelerated Adoption", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:58.48+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "92cdaf03-5c96-45ed-8e8d-56345d42918f", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Annotation", "slug": "annotation", "status": "active", "bestFor": null, "canonId": "019dd956-b5b9-7668-bf0e-3af99823ec5c", "version": 1, "bodyDocId": null, "description": "Adding explanatory labels to highlight key data points", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-5a6c-7142-9903-8fcb1eeb8b1c", "evidence": "Bar chart with annotated $1bn+ deal growth", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 43, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "71f0aa5b-c9a8-4f00-b75b-3bd0bc832cfd", "evidence": "chart/bar-vertical: Total Volume ($bn) of $1bn+ direct lending deals from 2019 to YTD-3Q24", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 03:21:25.525019+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 43, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 45, "from": 34, "loop": { "name": "16_david_goliath", "slug": "16-david-goliath", "status": "active", "bestFor": "Startups, disruptive innovation, competitive displacement", "canonId": "019dd956-6c5d-704a-9c33-1aa083ca432e", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Giant's Weakness -> Our Slingshot (Unique Edge) -> The Topple", "description": "Frame your initiative as the nimble underdog taking on a slow, bloated incumbent", "familyLabel": null }, "matchId": "019deac5-4f00-712a-a35d-f50fb66a088f", "evidence": "Outsized share gain vs industry, 'Why We're Winning' callout (p.41), market pyramid (p.42)", "position": 5, "objective": "Position Blue Owl Direct Lending as winning share against banks/peers", "confidence": 78, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 44, "type": "resolution", "function": "size_opportunity", "rawType": "market_sizing", "block": null, "metadata": { "slideType": "market_sizing", "slideTypeCanon": { "name": "Market sizing", "slug": "market_sizing", "status": "active", "canonId": "019de52d-08c8-756c-8664-733b73a7ee7b", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "balanced", "densityScore": 48, "componentCount": 6, "textChars": 459, "nDataPoints": 6, "notes": null, "elementsJson": [ "headline_text", "bar_chart_stacked", "donut_chart", "callout_box", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:01.437+00", "seconds": 5.923, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/44", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-44", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.42, "x": 0.52, "y": 0.74 }, "kind": "callout", "text": "Direct Lending has grown to ~20% of the market over the last 5 years with potential to reach 30% by 2029", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:01.437+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "26a16514-56a0-4c8b-bd17-a9e1dbba5342", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.45, "x": 0.03, "y": 0.13 }, "kind": "chart", "text": "Private Equity vs. Direct Lending Dry Powder", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:01.437+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fc196ad4-698e-421f-bcd9-6968dc3f6ed0", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.45, "x": 0.5, "y": 0.13 }, "kind": "chart", "text": "Continued Momentum in Direct Lending Market Share Growth", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:01.437+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "843fae3d-077d-4ba2-9a4b-4e818262600f", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.62, "x": 0.03, "y": 0.93 }, "kind": "disclaimer", "text": "Please see endnotes for additional information. Projections and forward-looking statements are based on various assumptions and there is no guarantee expectations will be achieved.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:01.437+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7e430ce0-068d-4df0-b142-006ef06deabc", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Market Share: 30%+", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:44+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b04-5ad34a126862", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.78, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Significant Growth Opportunity Remains for Direct Lending", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:01.437+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5366d075-be5c-4be4-ab21-613f7a987477", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5a90-768b-a120-fcc8486ea630", "evidence": "Action title states growth opportunity", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 44, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5ab4-735f-8037-4215f60c40b0", "evidence": "Callout '20% to 30% by 2029'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 44, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 45, "from": 34, "loop": { "name": "16_david_goliath", "slug": "16-david-goliath", "status": "active", "bestFor": "Startups, disruptive innovation, competitive displacement", "canonId": "019dd956-6c5d-704a-9c33-1aa083ca432e", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Giant's Weakness -> Our Slingshot (Unique Edge) -> The Topple", "description": "Frame your initiative as the nimble underdog taking on a slow, bloated incumbent", "familyLabel": null }, "matchId": "019deac5-4f00-712a-a35d-f50fb66a088f", "evidence": "Outsized share gain vs industry, 'Why We're Winning' callout (p.41), market pyramid (p.42)", "position": 5, "objective": "Position Blue Owl Direct Lending as winning share against banks/peers", "confidence": 78, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 45, "type": "resolution", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 65, "componentCount": 7, "textChars": 1062, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text", "numbered_list", "callout_box" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:59.178+00", "seconds": 3.503, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/45", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-45", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.94, "x": 0.03, "y": 0.77 }, "kind": "callout", "text": "Bottom line, our platform, our performance, our position and our vision make us confident in our ability to deliver exceptional results in the coming years", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.178+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "13e6b1c2-a187-42ba-a986-97cfe95a905d", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.03, "y": 0.94 }, "kind": "disclaimer", "text": "Past performance does not guarantee future results.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.178+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d024ae2f-a79f-48c9-9f5e-f3ec774eb960", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.45, "x": 0.52, "y": 0.15 }, "kind": "list", "text": "2. Strong Track Record: Our track record of consistent, high-quality returns across markets demonstrates the strength of our strategy, the quality of our people and ability to navigate any environment.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.178+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "994722f4-80e2-496a-95ae-99aac175b019", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.45, "x": 0.03, "y": 0.15 }, "kind": "list", "text": "1. Market Leader: We are among the few platforms with the size, scale and flexibility to consistently deliver for investors and sponsors. Our position as a market leader enables us to capture what we view as the best opportunities in the market.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.178+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9bfc317a-ad7c-4e87-8874-72a20a9eb9c6", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.45, "x": 0.52, "y": 0.48 }, "kind": "list", "text": "4. Growth Mindset: Everything we do is for the benefit of our clients, through our consistent returns, disciplined risk management and front-footed focus on growth.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.178+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ab0520d3-fa63-413e-a030-792f8e6bad5c", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.45, "x": 0.03, "y": 0.48 }, "kind": "list", "text": "3. Client Driven: Our platform has been deliberately built to meet the evolving needs of our clients and sponsors and is positioned to capitalize on direct lending market tailwinds.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.178+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fa470736-c2b8-4a98-b81e-dae1b1cc2f18", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Why We Are Confident in The Future of Our Direct Lending Strategy", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.178+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b9a6317d-f6df-4784-a08c-06a77d002364", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Three Pillars", "slug": "three-pillars", "status": "active", "bestFor": null, "canonId": "019dd956-81ef-7455-a365-b234d95a6bbb", "version": 1, "bodyDocId": null, "description": "Three major supporting arguments that are MECE and address key concerns", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019deac5-5ad8-761a-8a19-b73526637203", "evidence": "Four-pillar summary structure", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 45, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Closing Techniques", "slug": "closing-techniques", "status": "active", "bestFor": null, "canonId": "019dd956-af13-774b-a4fd-7db0a3a88d51", "version": 1, "bodyDocId": null, "description": "Strong endings: Callback, challenge, vision, clear CTA, memorable line", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-5afc-742f-88b9-e27b2869aab3", "evidence": "Section closing summary", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 45, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 45, "from": 34, "loop": { "name": "16_david_goliath", "slug": "16-david-goliath", "status": "active", "bestFor": "Startups, disruptive innovation, competitive displacement", "canonId": "019dd956-6c5d-704a-9c33-1aa083ca432e", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Giant's Weakness -> Our Slingshot (Unique Edge) -> The Topple", "description": "Frame your initiative as the nimble underdog taking on a slow, bloated incumbent", "familyLabel": null }, "matchId": "019deac5-4f00-712a-a35d-f50fb66a088f", "evidence": "Outsized share gain vs industry, 'Why We're Winning' callout (p.41), market pyramid (p.42)", "position": 5, "objective": "Position Blue Owl Direct Lending as winning share against banks/peers", "confidence": 78, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 46, "type": "setup", "function": "transition", "rawType": "transition", "block": null, "metadata": { "slideType": "transition", "slideTypeCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-0693-7766-9f05-887f41f8e41e", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 3, "componentCount": 1, "textChars": 78, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:57.565+00", "seconds": 1.56, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/46", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-46", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.3, "w": 0.9, "x": 0.05, "y": 0.35 }, "kind": "title", "text": "Within Credit, we now have a scaled and experienced Alternative Credit team...", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:57.565+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3c583c03-3196-45a6-8538-2d35217632c7", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [], "locked": true }, { "page": 47, "type": "setup", "function": "front_matter", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 3, "componentCount": 2, "textChars": 54, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:58.131+00", "seconds": 2.12, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/47", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-47", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.3, "x": 0.05, "y": 0.75 }, "kind": "paragraph", "text": "Ivan Zinn\nHead of Alternative Credit", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:58.131+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fefb3499-4d86-4814-a756-1e6e4d9e8239", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.5, "x": 0.05, "y": 0.45 }, "kind": "title", "text": "Alternative Credit", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:58.131+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a49d0235-8858-48aa-a088-1006179d3fd0", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 57, "from": 47, "loop": { "name": "10_iceberg", "slug": "10-iceberg", "status": "active", "bestFor": "Consulting, complex problem solving, organizational change", "canonId": "019dd956-69f4-738c-852a-643798da0899", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "description": "Reveal that the visible problem is merely a symptom of a deeper root cause", "familyLabel": null }, "matchId": "019deac5-4f25-74ad-8c0d-e2f9e11a818e", "evidence": "Explicit iceberg metaphor (p.48), $11T TAM and 4x penetration headroom (p.52)", "position": 6, "objective": "Reveal Alternative Credit's hidden opportunity beneath the surface", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 48, "type": "analysis", "title": "Uses the iceberg metaphor to represent market potential.", "function": "size_opportunity", "rawType": "market_landscape", "block": null, "metadata": { "slideType": "market_landscape", "slideTypeCanon": { "name": "Market landscape", "slug": "market_landscape", "status": "active", "canonId": "019de52d-0b6d-75db-a946-9ac362e3afc2", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 79, "componentCount": 13, "textChars": 571, "nDataPoints": 6, "notes": "Uses the iceberg metaphor to represent market potential.", "elementsJson": [ "headline_text", "subtitle_text", "infographic", "callout_box", "kpi_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:04.399+00", "seconds": 8.348, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/48", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-48", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.4, "w": 0.25, "x": 0.72, "y": 0.26 }, "kind": "callout", "text": "Specialty Finance Lender of the Year, Americas. Private Debt Investor, 2021 and 2023", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.399+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6f7cbb69-5ed7-47a5-8bdb-66f489f14a8f", "parentComponentId": null }, { "bbox": null, "kind": "callout", "text": "Specialty Finance Lender of the Year, Americas", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:44+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b03-cf138207da9f", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.6, "x": 0.05, "y": 0.2 }, "kind": "diagram", "text": "Iceberg diagram showing Legacy Alternative Credit Drawdown Vehicles above water and Untapped Alternative Credit Fund Universe below water.", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": "iceberg-model", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.399+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f34cba37-be75-40f3-a4d6-5befc4982593", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.15, "x": 0.5, "y": 0.8 }, "kind": "metric", "text": "~75% Sourced Through Direct Relationships", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.399+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0d37b7e4-32c6-4dc9-998b-f39eccb03571", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.1, "x": 0.05, "y": 0.8 }, "kind": "metric", "text": "$11bn AUM", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.399+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "21eb1488-57c9-4103-bc47-96706f0435a7", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.1, "x": 0.2, "y": 0.8 }, "kind": "metric", "text": "$22bn Invested Capital", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.399+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "23ca3150-c681-4411-8fa2-8b8c0ee244aa", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.1, "x": 0.85, "y": 0.8 }, "kind": "metric", "text": "80+ Employees", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.399+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4fb662f8-9b7d-4583-8632-f244b22517c3", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.1, "x": 0.7, "y": 0.8 }, "kind": "metric", "text": "18+ Year Track Record", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.399+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b115768d-61bb-4540-ab6a-64427f47590f", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.1, "x": 0.35, "y": 0.8 }, "kind": "metric", "text": "900+ Investments", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.399+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ee97250c-f966-47bf-ac60-3cd40e32aa8f", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "AUM: $11bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:44+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b03-d6d9ffc3f3b9", "parentComponentId": null }, { "bbox": null, "kind": "quote", "text": "Private Debt Investor, 2021 and 2023", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": { "name": "Authority citation", "slug": "authority-citation", "status": "active", "bestFor": null, "canonId": "019dd9e1-49ae-7557-89ad-3fca70469b45", "version": 1, "bodyDocId": null, "description": "Quoting an authority figure, study, or precedent to lend weight.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:44+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b03-d09791fa2e96", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.03, "y": 0.1 }, "kind": "title", "text": "Despite an extensive track record, we’ve barely scratched the surface", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.399+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c4357de2-da88-432a-a5f5-b217fec92ec3", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Introducing Blue Owl’s Alternative Credit Strategy (f/k/a Atalaya)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.399+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "071ebb23-4996-43c5-9d85-d97f3b5c8a6f", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5b47-73f9-b615-665c2fbc3534", "evidence": "'Despite extensive track record, we've barely scratched the surface'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 48, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Iceberg model", "slug": "iceberg-model", "status": "active", "bestFor": null, "canonId": "019de52d-1d78-77ce-8585-906759e9dfbd", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "7d2c0c57-5e8f-4598-b0cb-65384807f666", "evidence": "diagram/iceberg-model: Iceberg diagram showing Legacy Alternative Credit Drawdown Vehicles above water and Untapped Alternative Credit Fund Universe below water", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:21:25.695356+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 48, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Metaphor & Analogy", "slug": "metaphor-analogy", "status": "active", "bestFor": null, "canonId": "019dd956-adea-7729-bca1-70810d6238a9", "version": 1, "bodyDocId": null, "description": "Making abstract concepts concrete through familiar comparisons", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-5b21-7148-b27a-70411d88c787", "evidence": "Iceberg visual metaphor for hidden opportunity (verified image)", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 95, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 48, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Picture Superiority Effect", "slug": "picture-superiority-effect", "status": "active", "bestFor": null, "canonId": "019dd956-c201-7014-bb58-3e85e3e11dfd", "version": 1, "bodyDocId": null, "description": "Pictures remembered 6x better than words - prioritize visuals over text", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-5b6a-77ce-af41-e7b2bd5f5bfb", "evidence": "Iceberg image dominates the slide", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 48, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "019deac5-6f49-708b-a6ee-5adeea5f8edd", "evidence": "Iceberg labelled 'Legacy' above water and 'Untapped Universe' below (verified)", "framework": null, "confidence": 95, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 48, "frameworkName": "Iceberg model" } ], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 57, "from": 47, "loop": { "name": "10_iceberg", "slug": "10-iceberg", "status": "active", "bestFor": "Consulting, complex problem solving, organizational change", "canonId": "019dd956-69f4-738c-852a-643798da0899", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "description": "Reveal that the visible problem is merely a symptom of a deeper root cause", "familyLabel": null }, "matchId": "019deac5-4f25-74ad-8c0d-e2f9e11a818e", "evidence": "Explicit iceberg metaphor (p.48), $11T TAM and 4x penetration headroom (p.52)", "position": 6, "objective": "Reveal Alternative Credit's hidden opportunity beneath the surface", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 49, "type": "setup", "title": "The slide uses a tree-like structure to categorize credit types.", "function": "decompose_segments", "rawType": "segmentation", "block": null, "metadata": { "slideType": "segmentation", "slideTypeCanon": { "name": "Segmentation", "slug": "segmentation", "status": "active", "canonId": "019de52d-0917-75d5-9172-1b3b3c2f6400", "version": 1, "description": null }, "function": "decompose_segments", "functionCanon": { "name": "Decompose segments", "slug": "decompose_segments", "status": "active", "canonId": "019de52d-14f1-74f8-be75-beb0be1135ec", "version": 1, "description": null }, "density": "balanced", "densityScore": 48, "componentCount": 6, "textChars": 619, "nDataPoints": 0, "notes": "The slide uses a tree-like structure to categorize credit types.", "elementsJson": [ "process_diagram", "icon_grid" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:58.672+00", "seconds": 2.62, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/49", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-49", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "A key distinction of Asset-Based Finance (“ABF”) investing is that the lender’s source of repayment is derived from the contractual cashflows of a pool of assets", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:46+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b04-ddb1a7e3da79", "parentComponentId": null }, { "bbox": { "h": 0.72, "w": 0.82, "x": 0.09, "y": 0.19 }, "kind": "diagram", "text": "Hierarchical structure of Private Credit, Corporate Credit, Direct Lending, Alternative Credit, ABF, Financial Assets, and Hard Assets.", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:58.672+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "553cfc95-a27e-43ed-9dc5-d3e09f73037d", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.78, "x": 0.12, "y": 0.82 }, "kind": "list", "text": "Consumer Finance, Small Business Finance, Equipment Leasing, Residential Finance sub-categories.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:58.672+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "95d20de4-55b3-455f-aa10-dc00275bcfc9", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.12, "x": 0.03, "y": 0.93 }, "kind": "source-note", "text": "For illustrative purposes only.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:58.672+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f0df17e2-145e-4022-b79c-abf5b4f5f6e8", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.94, "x": 0.03, "y": 0.1 }, "kind": "subtitle", "text": "A key distinction of Asset-Based Finance (\"ABF\") investing is that the lender's source of repayment is derived from the contractual cashflows of a pool of assets", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:58.672+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4abb1ae8-879f-4f1f-a206-6f203d2bf90f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Key Segments of Asset-Based Finance", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:58.672+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "07965871-b30b-4050-9642-0dcaed449d98", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Issue Tree", "slug": "issue-tree", "status": "active", "bestFor": null, "canonId": "019dd956-82e3-775d-a2b6-318154564b53", "version": 1, "bodyDocId": null, "description": "Breaking down a problem into component parts systematically", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019deac5-5b8e-748f-9cb7-bb79802881e8", "evidence": "Hierarchical decomposition of Private Credit → ABF → Financial/Hard Assets", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 49, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5bb1-72df-9294-2d78a924c953", "evidence": "Callout describes ABF distinction", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 49, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." } ], "frameworks": [ { "matchId": "019deac5-6f6e-770e-ac42-2a60322ecfd5", "evidence": "Tree decomposing Private Credit → ABF segments", "framework": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 49, "frameworkName": "Issue Tree" } ], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 57, "from": 47, "loop": { "name": "10_iceberg", "slug": "10-iceberg", "status": "active", "bestFor": "Consulting, complex problem solving, organizational change", "canonId": "019dd956-69f4-738c-852a-643798da0899", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "description": "Reveal that the visible problem is merely a symptom of a deeper root cause", "familyLabel": null }, "matchId": "019deac5-4f25-74ad-8c0d-e2f9e11a818e", "evidence": "Explicit iceberg metaphor (p.48), $11T TAM and 4x penetration headroom (p.52)", "position": 6, "objective": "Reveal Alternative Credit's hidden opportunity beneath the surface", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 50, "type": "evidence", "title": "The slide uses a 'Main Street' metaphor to categorize different types of asset-based financing.", "function": "illustrate_case", "rawType": "client_example", "block": null, "metadata": { "slideType": "client_example", "slideTypeCanon": { "name": "Client example", "slug": "client_example", "status": "active", "canonId": "019de52d-0c87-77cb-9867-613ae22e95ac", "version": 1, "description": null }, "function": "illustrate_case", "functionCanon": { "name": "Illustrate case", "slug": "illustrate_case", "status": "active", "canonId": "019de52d-13b4-772c-bb73-1873612a7463", "version": 1, "description": null }, "density": "dense", "densityScore": 73, "componentCount": 11, "textChars": 620, "nDataPoints": 0, "notes": "The slide uses a 'Main Street' metaphor to categorize different types of asset-based financing.", "elementsJson": [ "headline_text", "infographic", "callout_box" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:04.019+00", "seconds": 7.812, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/50", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-50", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.18, "x": 0.81, "y": 0.285 }, "kind": "callout", "text": "What you consume: Machinery used in goods production financed by equipment leases", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.019+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2ef17dea-86cb-402c-84cb-adf372c398c4", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.18, "x": 0.81, "y": 0.15 }, "kind": "callout", "text": "How you travel: Aircraft financed by aircraft loans", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.019+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "79f044d1-944f-470f-a59c-1742ee23ac6c", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.18, "x": 0.61, "y": 0.82 }, "kind": "callout", "text": "What you drive: Financed by loans", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.019+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7e2d001c-d857-4ec3-b52f-3470dbf1f3bf", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.18, "x": 0.295, "y": 0.85 }, "kind": "callout", "text": "How you receive goods: Providing leases on fleets of delivery vehicles", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.019+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8d74b021-08e4-4553-a94a-d93a904666e6", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.18, "x": 0.06, "y": 0.205 }, "kind": "callout", "text": "Where you live: Financed by mortgages", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.019+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "96b012fe-dc77-4281-84be-3fc63951f6f5", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.18, "x": 0.58, "y": 0.275 }, "kind": "callout", "text": "Where you buy: Loans to small businesses", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.019+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d13c6b52-4f44-4ef6-9024-a2793987cbc9", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.18, "x": 0.32, "y": 0.205 }, "kind": "callout", "text": "How you buy: Financed by credit cards", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.019+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e08c8754-1480-4083-b04d-187107a7a79e", "parentComponentId": null }, { "bbox": null, "kind": "callout", "text": "Blue Owl Alternative Credit is financing everyday consumers and businesses", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:44+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b04-40432552ea7c", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.95, "x": 0.03, "y": 0.2 }, "kind": "image", "text": "Main Street scene with various icons representing different financing areas", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.019+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cab6d481-cb09-47f1-9d23-b52e7e16ed9b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Asset-Based Finance: The Backbone of Main Street", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.019+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "357e745d-3d02-41b3-86fc-8b917714e096", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.6, "x": 0.03, "y": 0.09 }, "kind": "title", "text": "Blue Owl Alternative Credit is financing everyday consumers and businesses", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.019+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8a045633-3b52-4b39-bb19-72df2cad9c68", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Concrete Language", "slug": "concrete-language", "status": "active", "bestFor": null, "canonId": "019dd956-bcd4-7398-9723-6aa72346170b", "version": 1, "bodyDocId": null, "description": "Using specific sensory details instead of abstract terms", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-5bf9-7552-86ff-4a84a8dd2a2f", "evidence": "Specific everyday-life examples", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 50, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Metaphor & Analogy", "slug": "metaphor-analogy", "status": "active", "bestFor": null, "canonId": "019dd956-adea-7729-bca1-70810d6238a9", "version": 1, "bodyDocId": null, "description": "Making abstract concepts concrete through familiar comparisons", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-5bd5-7576-9181-d240884b4209", "evidence": "'Main Street' metaphor with 'Where you live/How you buy'", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 50, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Storytelling: audience calibration", "slug": "audience", "status": "active", "bestFor": null, "canonId": "019df269-23ea-723a-87c0-af1d78d702d2", "version": 1, "bodyDocId": "019df269-23c5-72ec-8b94-78fc1da7b656", "description": "The same thesis, written for four different audiences, produces four", "familyLabel": "narrative-block", "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "agent": "storyteller", "layer": "slide", "agents": [ "storyteller" ], "matchId": "aaf41877-a43e-4cfb-a399-4d086ef47657", "evidence": "Blue Owl Alternative Credit is financing everyday consumers and businesses", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:54:05.263718+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 50, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "019deac5-6f94-773e-ba2e-41a9caff4280", "evidence": "Where you live / How you buy 'Main Street' journey", "framework": null, "confidence": 60, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 50, "frameworkName": "Customer journey map" } ], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 57, "from": 47, "loop": { "name": "10_iceberg", "slug": "10-iceberg", "status": "active", "bestFor": "Consulting, complex problem solving, organizational change", "canonId": "019dd956-69f4-738c-852a-643798da0899", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "description": "Reveal that the visible problem is merely a symptom of a deeper root cause", "familyLabel": null }, "matchId": "019deac5-4f25-74ad-8c0d-e2f9e11a818e", "evidence": "Explicit iceberg metaphor (p.48), $11T TAM and 4x penetration headroom (p.52)", "position": 6, "objective": "Reveal Alternative Credit's hidden opportunity beneath the surface", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 51, "type": "analysis", "title": "Uses a timeline-based comparison framework to illustrate historical precedent for current market shifts.", "function": "establish_context", "rawType": "industry_trends", "block": null, "metadata": { "slideType": "industry_trends", "slideTypeCanon": { "name": "Industry trends", "slug": "industry_trends", "status": "active", "canonId": "019de52d-0b1d-7705-a0e0-c663199cd1fa", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "sparse", "densityScore": 23, "componentCount": 4, "textChars": 336, "nDataPoints": 0, "notes": "Uses a timeline-based comparison framework to illustrate historical precedent for current market shifts.", "elementsJson": [ "headline_text", "action_title", "process_diagram", "callout_box" ], "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:58.611+00", "seconds": 2.386, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/51", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-51", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.88, "x": 0.06, "y": 0.8 }, "kind": "callout", "text": "Broader capital base allows for one-stop solution for borrowers, driving increasing market share towards private solutions", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:58.611+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0b5440ee-da57-4dbe-a368-eac76fc52487", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "diagram", "text": "Timeline from 2008 GFC to Today showing Phase I and Phase II", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Timeline", "slug": "timeline", "status": "active", "canonId": "019de52d-03c5-73fc-84aa-4180cbf0f5cf", "version": 1, "description": null }, "framework": null }, "subkind": "timeline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:58.611+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cf4af72a-7f3c-438c-9bb2-f0614bd06f1f", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.95, "x": 0.03, "y": 0.1 }, "kind": "title", "text": "Bank retrenchment & resulting opportunity set that occurred in corporate lending post-GFC is reoccurring in ABF", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:58.611+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8f801641-3f9a-48f5-acfe-ef40c74a9ad4", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Why Now? The Alternative Credit Opportunity", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:58.611+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c688f1fc-e365-4d26-8457-419a3f8447f5", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Argument from Analogy", "slug": "argument-from-analogy", "status": "active", "bestFor": null, "canonId": "019dd956-9e3d-7762-a994-72a2f7104e7c", "version": 1, "bodyDocId": null, "description": "Drawing conclusions based on similarities between situations", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Architect", "layer": "loop", "agents": [ "Architect" ], "matchId": "019deac5-5c1d-72ca-a3a0-649e543ca233", "evidence": "Post-GFC corporate parallel applied to ABF retrenchment", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 51, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5c42-73f3-aa91-88e9cdde24d5", "evidence": "Title states 'Why Now? The Alternative Credit Opportunity'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 51, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "ec6a2894-142e-4d58-961a-15654a2c7800", "evidence": "Bank retrenchment & resulting opportunity set that occurred in corporate lending post-GFC is reoccurring in ABF", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:54:05.340004+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 51, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 57, "from": 47, "loop": { "name": "10_iceberg", "slug": "10-iceberg", "status": "active", "bestFor": "Consulting, complex problem solving, organizational change", "canonId": "019dd956-69f4-738c-852a-643798da0899", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "description": "Reveal that the visible problem is merely a symptom of a deeper root cause", "familyLabel": null }, "matchId": "019deac5-4f25-74ad-8c0d-e2f9e11a818e", "evidence": "Explicit iceberg metaphor (p.48), $11T TAM and 4x penetration headroom (p.52)", "position": 6, "objective": "Reveal Alternative Credit's hidden opportunity beneath the surface", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 52, "type": "resolution", "title": "Uses a nested circle diagram to illustrate market penetration gaps.", "function": "size_opportunity", "rawType": "market_sizing", "block": null, "metadata": { "slideType": "market_sizing", "slideTypeCanon": { "name": "Market sizing", "slug": "market_sizing", "status": "active", "canonId": "019de52d-08c8-756c-8664-733b73a7ee7b", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "dense", "densityScore": 59, "componentCount": 7, "textChars": 551, "nDataPoints": 3, "notes": "Uses a nested circle diagram to illustrate market penetration gaps.", "elementsJson": [ "headline_text", "subtitle_text", "callout_box", "infographic" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:58.891+00", "seconds": 2.58, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/52", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-52", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.35, "x": 0.63, "y": 0.4 }, "kind": "callout", "text": "Private ABF can grow 4x by simply matching current corporate private penetration", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:58.891+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ab9f53f-e0b6-4657-87c6-4df32c7bf46b", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.35, "x": 0.25, "y": 0.2 }, "kind": "chart", "text": "Nested circles showing $11T total market, 16% corporate penetration, and 4% current ABF penetration", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Bubble chart", "slug": "bubble", "status": "active", "canonId": "019de52d-00a4-756f-8978-8d5e48905dbc", "version": 1, "description": null }, "framework": null }, "subkind": "bubble", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:58.891+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "747dab3c-3439-4268-887a-74c3212e8d56", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "TAM: $11 Trillion", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:48+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b06-60a223956f5f", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.7, "x": 0.15, "y": 0.78 }, "kind": "paragraph", "text": "Blue Owl believes the same trends that drove penetration of the corporate market are driving adoption and growth within the $11 trillion Asset-Based Finance market", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:58.891+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4f8cf44d-95c9-495a-91e4-d731deabcbfe", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.02, "y": 0.93 }, "kind": "source-note", "text": "Please see endnotes for additional information.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:58.891+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "407831c2-2944-4ad6-931c-c3de8a5e4019", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.02, "y": 0.04 }, "kind": "title", "text": "Why Now? A Large and Underpenetrated Market", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:58.891+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "33b65840-5aec-49cf-bb96-1e9547ab0fe9", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.8, "x": 0.02, "y": 0.1 }, "kind": "title", "text": "Tremendous growth potential in the ABF market based upon trajectory of corporate lending privatization", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:58.891+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d2f51a58-7f72-4020-8253-b9e521b96e62", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5c67-7435-9bb9-5335de1bea64", "evidence": "Action title 'Why Now? Large and Underpenetrated'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 52, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Market Segmentation Pyramid", "slug": "market-segmentation-pyramid", "status": "active", "bestFor": null, "canonId": "1c9f3543-c96f-4a5b-b4a4-9b2a412c0aaf", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "339a582a-c41b-4f14-a9b4-bb113d688866", "evidence": "Tremendous growth potential in the ABF market based upon trajectory of corporate lending privatization", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:21:26.750406+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 52, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5c8c-707a-9463-fca5bdc978c0", "evidence": "Callout 'Private ABF can grow 4x'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 52, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 57, "from": 47, "loop": { "name": "10_iceberg", "slug": "10-iceberg", "status": "active", "bestFor": "Consulting, complex problem solving, organizational change", "canonId": "019dd956-69f4-738c-852a-643798da0899", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "description": "Reveal that the visible problem is merely a symptom of a deeper root cause", "familyLabel": null }, "matchId": "019deac5-4f25-74ad-8c0d-e2f9e11a818e", "evidence": "Explicit iceberg metaphor (p.48), $11T TAM and 4x penetration headroom (p.52)", "position": 6, "objective": "Reveal Alternative Credit's hidden opportunity beneath the surface", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 53, "type": "setup", "title": "The slide uses a Venn diagram to synthesize the 'Why ABF?' value proposition.", "function": "present_framework", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "present_framework", "functionCanon": { "name": "Present framework", "slug": "present_framework", "status": "active", "canonId": "019de52d-1403-7667-9100-d2ac6709f750", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 78, "componentCount": 11, "textChars": 824, "nDataPoints": 0, "notes": "The slide uses a Venn diagram to synthesize the 'Why ABF?' value proposition.", "elementsJson": [ "headline_text", "subtitle_text", "venn_diagram", "callout_box" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:00.257+00", "seconds": 3.661, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/53", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-53", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.28, "x": 0.03, "y": 0.75 }, "kind": "callout", "text": "Private credit, especially asset-based, set to keep growing for insurers - Moody's Research", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.257+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aa2d0e27-8922-450b-a5f3-8b1116beb12b", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.3, "x": 0.35, "y": 0.75 }, "kind": "callout", "text": "Pro Take: Asset-Based Financing Is the New Star of Private Credit", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.257+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e150c0e2-d984-4508-9322-69f203b28390", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.28, "x": 0.68, "y": 0.75 }, "kind": "callout", "text": "Asset-based finance expected to drive private credit growth — Fitch Ratings", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.257+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f1c032fa-1c50-4abf-8fee-6ae9665761b8", "parentComponentId": null }, { "bbox": null, "kind": "callout", "text": "Asset-based finance completes investors' private credit portfolios.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:49+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b07-3904d42e5463", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.36, "x": 0.32, "y": 0.2 }, "kind": "framework", "text": null, "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.257+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "680f8a8e-3b07-44bf-9180-039c4f801e20", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.25, "x": 0.7, "y": 0.3 }, "kind": "list", "text": "Uncorrelated to corporate credit risk\nIndividual portfolio investments typically secured by pools of assets, increasing diversification", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.257+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a5c68345-0a9d-4549-903f-5c6f0c156f17", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.2, "x": 0.13, "y": 0.55 }, "kind": "list", "text": "Multi-trillion-dollar market\nHigh barriers to entry\nLimited participants", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.257+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d7ed4d27-9195-4184-9fac-284ce2b4a970", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.75, "y": 0.55 }, "kind": "list", "text": "Amortizing\nShort duration", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.257+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fe5df8f4-d930-43a2-8f43-848b849f1165", "parentComponentId": null }, { "bbox": null, "kind": "quote", "text": "Private credit, especially asset-based, set to keep growing for insurers - Moody’s Research; Asset-based finance expected to drive private credit growth — Fitch Ratings", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": { "name": "Authority citation", "slug": "authority-citation", "status": "active", "bestFor": null, "canonId": "019dd9e1-49ae-7557-89ad-3fca70469b45", "version": 1, "bodyDocId": null, "description": "Quoting an authority figure, study, or precedent to lend weight.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:49+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b07-3d5edbcefc03", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Offering Investors Differentiated Exposure in Private Credit", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.257+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "52bc9661-06b9-4d6a-bb84-19c984b026bb", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.03, "y": 0.1 }, "kind": "title", "text": "Asset-based finance completes investors' private credit portfolios", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.257+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "172afb7c-d6bc-4697-adff-8e2369494a72", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Three Pillars", "slug": "three-pillars", "status": "active", "bestFor": null, "canonId": "019dd956-81ef-7455-a365-b234d95a6bbb", "version": 1, "bodyDocId": null, "description": "Three major supporting arguments that are MECE and address key concerns", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019deac5-5cd4-725f-82a9-9e786dc51aa2", "evidence": "Three Venn-diagram value propositions", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 53, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "AIDA Model", "slug": "aida-model", "status": "active", "bestFor": null, "canonId": "019dd956-86fc-773c-813f-d416714b8413", "version": 1, "bodyDocId": null, "description": "Attention, Interest, Desire, Action - classic persuasion sequence", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "efe1d280-454b-4b66-8409-60f1d7c2bf1b", "evidence": "Offering Investors Differentiated Exposure in Private Credit", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 03:21:26.83715+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 53, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Authority Bias", "slug": "authority-bias", "status": "active", "bestFor": null, "canonId": "019dd956-c38d-70b9-a284-b2b479763356", "version": 1, "bodyDocId": null, "description": "Expert opinions are weighted more heavily - cite credible sources", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Architect", "Storyteller" ], "matchId": "019deac5-5cb0-7237-86a0-8315d66130fe", "evidence": "Moody's and Fitch quotes as third-party validation", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 53, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Authority citation", "slug": "authority-citation", "status": "active", "bestFor": null, "canonId": "019dd9e1-49ae-7557-89ad-3fca70469b45", "version": 1, "bodyDocId": null, "description": "Quoting an authority figure, study, or precedent to lend weight.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "af615e0f-5016-49bf-b699-1d44b20fcd16", "evidence": "Private credit, especially asset-based, set to keep growing for insurers - Moody’s Research; Asset-based finance expected to drive private credit growth — Fitch Ratings", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 03:21:26.878951+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 53, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "019deac5-6fbb-75fd-b198-880c4c994d2e", "evidence": "Three-circle Venn for ABF value propositions", "framework": null, "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 53, "frameworkName": "Venn diagram" } ], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 57, "from": 47, "loop": { "name": "10_iceberg", "slug": "10-iceberg", "status": "active", "bestFor": "Consulting, complex problem solving, organizational change", "canonId": "019dd956-69f4-738c-852a-643798da0899", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "description": "Reveal that the visible problem is merely a symptom of a deeper root cause", "familyLabel": null }, "matchId": "019deac5-4f25-74ad-8c0d-e2f9e11a818e", "evidence": "Explicit iceberg metaphor (p.48), $11T TAM and 4x penetration headroom (p.52)", "position": 6, "objective": "Reveal Alternative Credit's hidden opportunity beneath the surface", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 54, "type": "setup", "title": "Uses a visual comparison of self-amortizing vs bullet maturity cash flows.", "function": "compare_options", "rawType": "comparison_table", "block": null, "metadata": { "slideType": "comparison_table", "slideTypeCanon": { "name": "Comparison table", "slug": "comparison_table", "status": "active", "canonId": "019de52d-0a06-73f8-8813-fe022fab1de2", "version": 1, "description": null }, "function": "compare_options", "functionCanon": { "name": "Compare options", "slug": "compare_options", "status": "active", "canonId": "019de52d-167f-7038-aebc-70a9d2e0e33b", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 78, "componentCount": 10, "textChars": 894, "nDataPoints": 0, "notes": "Uses a visual comparison of self-amortizing vs bullet maturity cash flows.", "elementsJson": [ "headline_text", "subtitle_text", "bullet_list", "bar_chart_stacked", "process_diagram" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:00.423+00", "seconds": 3.759, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/54", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-54", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Substantially self-amortizing due to profile of underlying assets; reduced exit risk.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:48+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b05-589628aecf2a", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.35, "x": 0.13, "y": 0.62 }, "kind": "chart", "text": "ABF Cash Flows", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.423+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "28654022-6c7a-432b-8f24-9a01f3c4f390", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.35, "x": 0.52, "y": 0.62 }, "kind": "chart", "text": "Corporate Loan Cash Flows", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.423+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "711b06c5-34c4-4ab7-ba3d-345ac63e873c", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.8, "x": 0.13, "y": 0.34 }, "kind": "list", "text": "Small Balances: Pooling small balances can increase diversification and potentially allow for more manageable payments for underlying borrowers, which is expected to improve priority of payment", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.423+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4832a9b3-4cb8-44a0-bab6-2b924b4d8f4f", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.8, "x": 0.13, "y": 0.44 }, "kind": "list", "text": "Amortizing: Fully amortizing assets – no reliance on assets that require 'feeding' in liquidation scenarios (visual below)", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.423+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7a0a4953-6b6e-426f-8789-919a9bbe8fc1", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.8, "x": 0.13, "y": 0.24 }, "kind": "list", "text": "Short Duration: Weighted average lives of 0.5 - 2.5 years can allow for accelerated de-risking and more rapid performance data capture", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.423+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d61e818b-d2df-43eb-b044-f0d03305e8d2", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.35, "x": 0.13, "y": 0.85 }, "kind": "paragraph", "text": "Substantially self-amortizing due to profile of underlying assets; reduced exit risk", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.423+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8fcd23fb-5165-4fe0-a8d0-5089da1edcc9", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.35, "x": 0.52, "y": 0.85 }, "kind": "paragraph", "text": "Reliant on capital markets exit, refinancing, or sale", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.423+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d29ab3ba-9d37-483c-9380-af6e0adc40df", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.9, "x": 0.03, "y": 0.1 }, "kind": "title", "text": "Targeting investments that feature additional structural protection to complement those provided by the underlying asset collateral", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.423+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2cd5a843-b1d7-46cc-a37c-12a4c36acabd", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Asset-Based Finance Provides Protection for Investors", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.423+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "223a521c-19c8-4c19-a190-b559e6db7b75", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Contrast Pairs", "slug": "contrast-pairs", "status": "active", "bestFor": null, "canonId": "019dd956-9b77-70d3-88b1-f34e26f60860", "version": 1, "bodyDocId": null, "description": "Creating tension through opposites: Before↔After, Problem↔Solution, Pain↔Relief", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-5cf8-7238-bdba-fbf0d818ec27", "evidence": "Self-amortizing vs bullet maturity cash flow visual", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 54, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "e449ad44-3dd0-468b-be84-8f8cc32dcf6b", "evidence": "Asset-Based Finance Provides Protection for Investors", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.6, "extraction": { "at": "2026-07-17 03:21:27.008119+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 54, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Comparison frame", "slug": "comparison-frame", "status": "active", "bestFor": null, "canonId": "019dd9e1-484b-7399-a4fc-d14644b99f93", "version": 1, "bodyDocId": null, "description": "Two or more states/subjects placed side by side to expose a gap.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "5b7448cd-599b-4cc8-ac1f-4b54bb420b36", "evidence": "Targeting investments that feature additional structural protection to complement those provided by the underlying asset collateral", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:21:26.967264+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 54, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 57, "from": 47, "loop": { "name": "10_iceberg", "slug": "10-iceberg", "status": "active", "bestFor": "Consulting, complex problem solving, organizational change", "canonId": "019dd956-69f4-738c-852a-643798da0899", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "description": "Reveal that the visible problem is merely a symptom of a deeper root cause", "familyLabel": null }, "matchId": "019deac5-4f25-74ad-8c0d-e2f9e11a818e", "evidence": "Explicit iceberg metaphor (p.48), $11T TAM and 4x penetration headroom (p.52)", "position": 6, "objective": "Reveal Alternative Credit's hidden opportunity beneath the surface", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 55, "type": "analysis", "title": "The chart uses a dual-axis approach to show IRR vs Cumulative Losses under different stress scenarios.", "function": "quantify_impact", "rawType": "financial_analysis", "block": null, "metadata": { "slideType": "financial_analysis", "slideTypeCanon": { "name": "Financial analysis", "slug": "financial_analysis", "status": "active", "canonId": "019de52d-0b45-709c-bfcc-0cf83dd00f13", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "dense", "densityScore": 70, "componentCount": 10, "textChars": 447, "nDataPoints": 4, "notes": "The chart uses a dual-axis approach to show IRR vs Cumulative Losses under different stress scenarios.", "elementsJson": [ "bar_chart_stacked", "big_number" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:00.541+00", "seconds": 3.735, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/55", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-55", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Assets can withstand multiples of severe macroeconomic stress before return impairment", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:48+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b06-f1f2fbc1cc6d", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.45, "x": 0.03, "y": 0.25 }, "kind": "chart", "text": "Stress test scenario analysis showing IRR and cumulative losses", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.541+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7a98cddd-15de-43e3-b9f4-27b81936d767", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.55, "y": 0.6 }, "kind": "metric", "text": "~10% Net IRR", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.541+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "44c43e33-ec57-4a5d-8eec-d9c6520b45d5", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.75, "y": 0.3 }, "kind": "metric", "text": "$3.6bn Distributions Paid", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.541+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a6de9716-e02c-497c-8cf4-aff63b27cdda", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.75, "y": 0.6 }, "kind": "metric", "text": "4bps Annualized Loss Ratio", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.541+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d717d2a4-7c74-4387-8d23-3d3a7c56f681", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.55, "y": 0.3 }, "kind": "metric", "text": "$7.1bn Cumulative Invested Capital", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.541+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e27244d7-efef-44cc-bcea-cb92b95d3d73", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Net IRR: ~10%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:48+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b06-f7ef5cb9523a", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.03, "y": 0.93 }, "kind": "source-note", "text": "Past performance does not guarantee future results.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.541+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ef7856c9-d1fc-486d-9976-d2d697ffb1f0", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Structuring to De-Risk Consumer & Commercial Credit", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.541+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f5f0c7c9-60d2-4855-afa5-d1243a0ab0bc", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.03, "y": 0.1 }, "kind": "title", "text": "Assets can withstand multiples of severe macroeconomic stress before return impairment", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.541+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "69a5a719-ea8a-4894-a03b-bde5f75c815a", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Annotation", "slug": "annotation", "status": "active", "bestFor": null, "canonId": "019dd956-b5b9-7668-bf0e-3af99823ec5c", "version": 1, "bodyDocId": null, "description": "Adding explanatory labels to highlight key data points", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-5d1d-759e-9bb5-52bd39c772e6", "evidence": "Stress-test annotations on dual-axis chart", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 55, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5d41-7550-950a-7642729c48ab", "evidence": "Callout 'withstand multiples of severe stress'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 55, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 57, "from": 47, "loop": { "name": "10_iceberg", "slug": "10-iceberg", "status": "active", "bestFor": "Consulting, complex problem solving, organizational change", "canonId": "019dd956-69f4-738c-852a-643798da0899", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "description": "Reveal that the visible problem is merely a symptom of a deeper root cause", "familyLabel": null }, "matchId": "019deac5-4f25-74ad-8c0d-e2f9e11a818e", "evidence": "Explicit iceberg metaphor (p.48), $11T TAM and 4x penetration headroom (p.52)", "position": 6, "objective": "Reveal Alternative Credit's hidden opportunity beneath the surface", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 56, "type": "analysis", "title": "The slide contrasts a simple aggregate Excel model with a multi-dimensional data science model (Risk, Purpose, Delinquency).", "function": "frame_problem", "rawType": "market_landscape", "block": null, "metadata": { "slideType": "market_landscape", "slideTypeCanon": { "name": "Market landscape", "slug": "market_landscape", "status": "active", "canonId": "019de52d-0b6d-75db-a946-9ac362e3afc2", "version": 1, "description": null }, "function": "frame_problem", "functionCanon": { "name": "Frame problem", "slug": "frame_problem", "status": "active", "canonId": "019de52d-13db-753e-ad70-e9b2d0dab398", "version": 1, "description": null }, "density": "dense", "densityScore": 73, "componentCount": 12, "textChars": 451, "nDataPoints": 3, "notes": "The slide contrasts a simple aggregate Excel model with a multi-dimensional data science model (Risk, Purpose, Delinquency).", "elementsJson": [ "headline_text", "process_diagram", "line_chart", "big_number", "icon_grid" ], "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:00.671+00", "seconds": 3.677, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/56", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-56", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Data-intensive nature of ABF creates significant barriers to entry", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:48+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b06-d0c0a262d478", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.3, "x": 0.62, "y": 0.25 }, "kind": "chart", "text": "Projected Asset-yield by Pool and SLCLC Pool Default", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.671+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ff55fb1-3839-46e8-9f79-ba541862d698", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.4, "x": 0.08, "y": 0.25 }, "kind": "diagram", "text": "Comparison of Excel modeling vs Data Science modeling", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.671+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "62828552-b13a-4fe4-9974-9b443d9d8ee3", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.7, "y": 0.75 }, "kind": "metric", "text": "18+ Year", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.671+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1b631b99-d7a8-4267-94ca-c7ad82582b23", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.15, "y": 0.75 }, "kind": "metric", "text": "100M+", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.671+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4ccf9d86-e06c-4d91-92e9-4bcad1fa9a3a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.45, "y": 0.75 }, "kind": "metric", "text": "50+", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.671+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e6e77632-e7d0-4aa9-8ce9-c9fde7b9ce41", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Historical data points: 100M+", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:48+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b06-d58db16afa06", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.43, "y": 0.82 }, "kind": "paragraph", "text": "Platforms invested in", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.671+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0c74c03c-62e1-4184-a68f-9f5b25f01ddf", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.15, "y": 0.82 }, "kind": "paragraph", "text": "Datapoints on consumers and small businesses originations", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.671+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0e97a7a2-50f1-440a-b790-4a1cc420eef5", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.68, "y": 0.82 }, "kind": "paragraph", "text": "Alternative Credit Track Record", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.671+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "36699ecf-12e0-4c4c-bbb9-bce1ccfb8547", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.03, "y": 0.1 }, "kind": "title", "text": "Data-intensive nature of ABF creates significant barriers to entry", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.671+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "60077bed-0676-4bce-a04c-e1fd289a3f6f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Requires Decades of Historical Data Points with Data Science", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.671+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "97b81f41-b348-4fa2-be52-e5d7cc21e4a1", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Contrast Pairs", "slug": "contrast-pairs", "status": "active", "bestFor": null, "canonId": "019dd956-9b77-70d3-88b1-f34e26f60860", "version": 1, "bodyDocId": null, "description": "Creating tension through opposites: Before↔After, Problem↔Solution, Pain↔Relief", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-5d65-7327-b28c-7e53cb87082b", "evidence": "Excel model vs data-science model contrast", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 56, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Data Story Arc", "slug": "data-story-arc", "status": "active", "bestFor": null, "canonId": "019dd956-9c30-728e-b974-d3fb123dcf5a", "version": 1, "bodyDocId": null, "description": "Context → Conflict → Insight → Implication structure for data narratives", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "d6c3f084-1391-4651-8191-cf50da77236d", "evidence": "Requires Decades of Historical Data Points with Data Science", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:21:27.133278+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 56, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5d89-738b-813b-94b5df05c7d2", "evidence": "Callout: 'Data-intensive nature... barriers to entry'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 56, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." } ], "frameworks": [ { "matchId": "019deac5-6fdf-7000-b53a-8355f9012a12", "evidence": "Multi-dimensional Risk/Purpose/Delinquency model", "framework": null, "confidence": 65, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 56, "frameworkName": "NxN matrix" } ], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 57, "from": 47, "loop": { "name": "10_iceberg", "slug": "10-iceberg", "status": "active", "bestFor": "Consulting, complex problem solving, organizational change", "canonId": "019dd956-69f4-738c-852a-643798da0899", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "description": "Reveal that the visible problem is merely a symptom of a deeper root cause", "familyLabel": null }, "matchId": "019deac5-4f25-74ad-8c0d-e2f9e11a818e", "evidence": "Explicit iceberg metaphor (p.48), $11T TAM and 4x penetration headroom (p.52)", "position": 6, "objective": "Reveal Alternative Credit's hidden opportunity beneath the surface", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 57, "type": "resolution", "title": "The slide uses a bar chart to show growth from 2019 to today, with a '?' indicating future growth potential driven by four listed strategic pillars.", "function": "plan_implementation", "rawType": "roadmap", "block": null, "metadata": { "slideType": "roadmap", "slideTypeCanon": { "name": "Roadmap", "slug": "roadmap", "status": "active", "canonId": "019de52d-0a55-72bc-9b7b-a47ef109839c", "version": 1, "description": null }, "function": "plan_implementation", "functionCanon": { "name": "Plan implementation", "slug": "plan_implementation", "status": "active", "canonId": "019de52d-14a2-77ea-b210-d6a95eed4823", "version": 1, "description": null }, "density": "balanced", "densityScore": 36, "componentCount": 5, "textChars": 400, "nDataPoints": 2, "notes": "The slide uses a bar chart to show growth from 2019 to today, with a '?' indicating future growth potential driven by four listed strategic pillars.", "elementsJson": [ "headline_text", "bar_chart_vertical", "bullet_list", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:59.552+00", "seconds": 2.439, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/57", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-57", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.45, "x": 0.05, "y": 0.18 }, "kind": "chart", "text": "Alternative Credit AUM growth from 2019 ($4bn) to Today ($11bn) with a 21% CAGR.", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.552+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9c47f0cc-6bb0-457a-89a3-52c2708c11b3", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.03, "y": 0.93 }, "kind": "disclaimer", "text": "Past performance does not guarantee future results.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.552+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ac23b5f6-b7c6-42a0-8f87-fc7db8583aa6", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.45, "x": 0.5, "y": 0.23 }, "kind": "list", "text": "Launch new Alternative Credit products in 2025; Scale deployment with more capital; Create private alpha and beta plus opportunities; Leverage Blue Owl's global institutional platform.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.552+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6e571c06-3b05-4a00-b5e5-61507625c63a", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Alternative Credit AUM: $11bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:48+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b05-a16e627157f2", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.78, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "M&A Playbook: Path to Value Creation As Part of Blue Owl", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.552+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c872f456-92a6-438e-b765-59f16f39368c", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5dad-76de-a8be-873dd0ea9c25", "evidence": "Action title 'M&A Playbook: Path to Value Creation'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 57, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 57, "from": 47, "loop": { "name": "10_iceberg", "slug": "10-iceberg", "status": "active", "bestFor": "Consulting, complex problem solving, organizational change", "canonId": "019dd956-69f4-738c-852a-643798da0899", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "description": "Reveal that the visible problem is merely a symptom of a deeper root cause", "familyLabel": null }, "matchId": "019deac5-4f25-74ad-8c0d-e2f9e11a818e", "evidence": "Explicit iceberg metaphor (p.48), $11T TAM and 4x penetration headroom (p.52)", "position": 6, "objective": "Reveal Alternative Credit's hidden opportunity beneath the surface", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 58, "type": "setup", "function": "transition", "rawType": "transition", "block": null, "metadata": { "slideType": "transition", "slideTypeCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-0693-7766-9f05-887f41f8e41e", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 1, "componentCount": 1, "textChars": 40, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:59.192+00", "seconds": 2.003, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/58", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-58", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.3, "w": 0.9, "x": 0.05, "y": 0.35 }, "kind": "title", "text": "Looking ahead for our Credit platform...", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.192+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "399e885b-85ff-49c4-971c-b32b43069f21", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [], "locked": true }, { "page": 59, "type": "setup", "title": "Uses a puzzle piece metaphor to represent the integration of Alternative Credit and IG Credit.", "function": "present_solution", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "balanced", "densityScore": 37, "componentCount": 5, "textChars": 515, "nDataPoints": 0, "notes": "Uses a puzzle piece metaphor to represent the integration of Alternative Credit and IG Credit.", "elementsJson": [ "action_title", "bullet_list", "process_diagram", "callout_box" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:00.859+00", "seconds": 3.384, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/59", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-59", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.9, "x": 0.05, "y": 0.78 }, "kind": "callout", "text": "What hasn't changed... Rigorous underwriting | Principal protection first | Solutions and partnership mindset", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.859+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "21a2072f-d355-4630-b9fb-a6e83cb2d645", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.28, "x": 0.06, "y": 0.14 }, "kind": "diagram", "text": "Puzzle pieces labeled Alternative Credit, Direct Lending, and IG Credit", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": "other", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.859+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a4a3fc87-6ae4-4317-8497-94e519386e8e", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.5, "x": 0.42, "y": 0.29 }, "kind": "list", "text": "Shared expertise; Increased range of opportunities; Ability to speak for larger bite sizes; Deeper counterparty relationships; Greater variety of investment products / structures", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.859+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a0103805-a254-4a84-8c52-526e9f837949", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.55, "x": 0.39, "y": 0.2 }, "kind": "paragraph", "text": "Driving Improved Investor Outcomes Across Institutional, Private Wealth, and Insurance Investors", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.859+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "72ad3282-3caa-4f2d-a2b5-f2638c6af3f4", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.85, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Expansion of Our Credit Business Means a Wider Funnel for All", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.859+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "03f6bed1-2fe1-44ad-96c2-c0cd8d90528d", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Metaphor & Analogy", "slug": "metaphor-analogy", "status": "active", "bestFor": null, "canonId": "019dd956-adea-7729-bca1-70810d6238a9", "version": 1, "bodyDocId": null, "description": "Making abstract concepts concrete through familiar comparisons", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-5dd1-73eb-95d8-09ee62027206", "evidence": "Puzzle-piece metaphor for Alt Credit + IG Credit", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 59, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 62, "from": 59, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null }, "matchId": "019deac5-4f4b-714f-b525-635b59f13412", "evidence": "Comparison of 2022 vs today bite size and product breadth (p.60)", "position": 7, "objective": "Show expanded credit funnel and broader value to clients", "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 60, "type": "setup", "title": "The slide uses a comparison structure to show growth in investment focus and bite size.", "function": "compare_options", "rawType": "comparison_table", "block": null, "metadata": { "slideType": "comparison_table", "slideTypeCanon": { "name": "Comparison table", "slug": "comparison_table", "status": "active", "canonId": "019de52d-0a06-73f8-8813-fe022fab1de2", "version": 1, "description": null }, "function": "compare_options", "functionCanon": { "name": "Compare options", "slug": "compare_options", "status": "active", "canonId": "019de52d-167f-7038-aebc-70a9d2e0e33b", "version": 1, "description": null }, "density": "balanced", "densityScore": 44, "componentCount": 5, "textChars": 582, "nDataPoints": 2, "notes": "The slide uses a comparison structure to show growth in investment focus and bite size.", "elementsJson": [ "headline_text", "bullet_list", "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:00.15+00", "seconds": 2.444, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/60", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-60", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "We can now offer a full suite of solutions, across multiple asset classes and price points, to provide a one-stop financing solution for our borrowers and a wide array of attractive return profiles to our investors", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:48+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b06-28d663c5db37", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Maximum Bite Size: $1bn+", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:48+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b06-2da8cf023db2", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.94, "x": 0.03, "y": 0.83 }, "kind": "paragraph", "text": "We can now offer a full suite of solutions, across multiple asset classes and price points, to provide a one-stop financing solution for our borrowers and a wide array of attractive return profiles to our investors", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.15+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e5b86767-1e7e-417c-98f0-39f226be0d6c", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.94, "x": 0.03, "y": 0.14 }, "kind": "table", "text": "Blue Owl Direct Lending (2022 Investor Day) vs Blue Owl Credit (Today)", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.15+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "68c77029-4ba6-4b97-8162-383cdec41dfb", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.85, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "Our Expanded Product Offering Benefits Borrowers & Investors", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.15+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d0d39a23-06a4-45d4-809f-8fb8117fe380", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "block", "agents": [ "Storyteller" ], "matchId": "019deac5-5e19-746c-9004-d619fb3cf5d1", "evidence": "Explicit before-after structure", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 60, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Contrast Pairs", "slug": "contrast-pairs", "status": "active", "bestFor": null, "canonId": "019dd956-9b77-70d3-88b1-f34e26f60860", "version": 1, "bodyDocId": null, "description": "Creating tension through opposites: Before↔After, Problem↔Solution, Pain↔Relief", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-5df5-73d9-b643-4f1c34fa2c0c", "evidence": "2022 vs Today product offering table", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 60, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 62, "from": 59, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null }, "matchId": "019deac5-4f4b-714f-b525-635b59f13412", "evidence": "Comparison of 2022 vs today bite size and product breadth (p.60)", "position": 7, "objective": "Show expanded credit funnel and broader value to clients", "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 61, "type": "resolution", "title": "The slide uses a stacked bar chart to show AUM growth and a list of callouts to explain the strategic drivers.", "function": "quantify_impact", "rawType": "business_case", "block": null, "metadata": { "slideType": "business_case", "slideTypeCanon": { "name": "Business case", "slug": "business_case", "status": "active", "canonId": "019de52d-0e16-7764-9eec-dceac9d5f517", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "balanced", "densityScore": 28, "componentCount": 4, "textChars": 330, "nDataPoints": 6, "notes": "The slide uses a stacked bar chart to show AUM growth and a list of callouts to explain the strategic drivers.", "elementsJson": [ "headline_text", "bar_chart_stacked", "icon_grid" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:25:59.786+00", "seconds": 2.013, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/61", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-61", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.75, "w": 0.45, "x": 0.03, "y": 0.18 }, "kind": "chart", "text": "Blue Owl Credit AUM growth from $45bn in 2022 to $136bn in 2024, broken down by strategy.", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.786+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e30ed135-c455-4874-8af3-20d50d163dc2", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.45, "x": 0.52, "y": 0.22 }, "kind": "list", "text": "Ongoing expansion of Direct Lending; Launch of new Alternative Credit products; Scale and deploy capital across Insurance Solutions; Growth of newer strategies.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.786+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "078a143f-1686-4a57-b472-786b02113762", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "AUM: $136bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:50+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b07-c91d632a9fee", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.85, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "We Have a More Diversified Set of Growth Drivers Propelling Us Forward", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:25:59.786+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "050de8c3-b92a-45e4-a7ad-23655c341af4", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5e3c-706e-ad25-e41054a9643a", "evidence": "Action title 'More Diversified Set of Growth Drivers'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 61, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 62, "from": 59, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null }, "matchId": "019deac5-4f4b-714f-b525-635b59f13412", "evidence": "Comparison of 2022 vs today bite size and product breadth (p.60)", "position": 7, "objective": "Show expanded credit funnel and broader value to clients", "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 62, "type": "resolution", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 28, "componentCount": 2, "textChars": 688, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text", "numbered_list", "icon_grid" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:02.88+00", "seconds": 4.854, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/62", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-62", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.8, "w": 0.6, "x": 0.35, "y": 0.1 }, "kind": "list", "text": "1. We have diversified our Credit business significantly over the past 3 years, serving a broader set of investor objectives. 2. The opportunity set for Direct Lending remains significant and we expect to remain a market leader in this growing asset class. 3. We see a long runway ahead for Alternative Credit driven by global expansion of the existing business and new product development. 4. Our scale is a meaningful competitive advantage. 5. Private Credit strategies are seeing strong demand from investors across Institutional, Private Wealth, and Insurance channels. 6. We remain early days in the movement of Credit markets towards private market solutions.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.88+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ffa46c0c-7f21-4c16-b2f9-debfebb73e51", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.25, "x": 0.05, "y": 0.13 }, "kind": "title", "text": "Key Takeaways For Today", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.88+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "089b2934-1065-4006-b0c0-93853eb7d12d", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Three Pillars", "slug": "three-pillars", "status": "active", "bestFor": null, "canonId": "019dd956-81ef-7455-a365-b234d95a6bbb", "version": 1, "bodyDocId": null, "description": "Three major supporting arguments that are MECE and address key concerns", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019deac5-5e85-71a9-9226-cbd17a94f316", "evidence": "Six-point pillar summary", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 65, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 62, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Closing Techniques", "slug": "closing-techniques", "status": "active", "bestFor": null, "canonId": "019dd956-af13-774b-a4fd-7db0a3a88d51", "version": 1, "bodyDocId": null, "description": "Strong endings: Callback, challenge, vision, clear CTA, memorable line", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-5e60-722d-8239-bd3a542ecd3f", "evidence": "Key takeaways close credit section", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 62, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 62, "from": 59, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null }, "matchId": "019deac5-4f4b-714f-b525-635b59f13412", "evidence": "Comparison of 2022 vs today bite size and product breadth (p.60)", "position": 7, "objective": "Show expanded credit funnel and broader value to clients", "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 63, "type": "setup", "function": "front_matter", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 3, "componentCount": 2, "textChars": 59, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:00.008+00", "seconds": 1.669, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/63", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-63", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.2, "x": 0.05, "y": 0.75 }, "kind": "paragraph", "text": "Michael Conley\nSenior Managing Director", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.008+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b242cc26-e228-45d6-a68b-6dcda3723683", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.5, "x": 0.05, "y": 0.45 }, "kind": "title", "text": "GP Strategic Capital", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:00.008+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0c0cd1b7-e7ea-4800-a31d-f091dc5e6538", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "77025ec1-411a-4f7f-8b4e-e6472ea907bd", "evidence": "GP Strategic Capital", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:21:27.469548+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 63, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [], "locked": true }, { "page": 64, "type": "analysis", "title": "The slide highlights the growth of permanent capital and fee-paying AUM.", "function": "quantify_impact", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "dense", "densityScore": 68, "componentCount": 9, "textChars": 398, "nDataPoints": 19, "notes": "The slide highlights the growth of permanent capital and fee-paying AUM.", "elementsJson": [ "headline_text", "callout_box", "bar_chart_vertical", "bar_chart_vertical" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:02.077+00", "seconds": 3.709, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/64", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-64", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.08, "x": 0.66, "y": 0.61 }, "kind": "callout", "text": "25% CAGR", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.077+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "71825a8d-72ef-4131-980a-a2e90e2a9555", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.08, "x": 0.66, "y": 0.18 }, "kind": "callout", "text": "24% CAGR", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.077+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bc5b1286-1be2-4273-8dd0-221830731960", "parentComponentId": null }, { "bbox": null, "kind": "callout", "text": "100% of GP Strategic Capital’s FRE Management Fees Are From Permanent Capital", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:48+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b06-4288b024a5c2", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.55, "x": 0.42, "y": 0.55 }, "kind": "chart", "text": "Fee-Paying AUM ($ billions)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.077+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c876ec64-0cbf-4df3-8f90-447b366d98be", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.55, "x": 0.42, "y": 0.12 }, "kind": "chart", "text": "FRE Management Fees ($ millions)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.077+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cd0ca075-fd5e-4332-b770-d4f136634a62", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.33, "x": 0.04, "y": 0.48 }, "kind": "list", "text": "GP Strategic Capital AUM\nGP Minority Stakes — $62.4bn\nGP Debt Financing — $2.8bn\nProfessional Sports Minority Stakes — $0.9bn", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.077+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "84317a42-2c69-41a6-ac03-f8a9a1d4e5fe", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "CAGR: 25%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:48+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b06-467744af4867", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.33, "x": 0.04, "y": 0.18 }, "kind": "paragraph", "text": "100% of GP Strategic Capital's FRE Management Fees Are From Permanent Capital", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.077+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "83d218aa-f827-4e3a-ac1d-9183d6871ded", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.45, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "GP Strategic Capital by the Numbers", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.077+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d20df918-49d6-4196-8c8c-4e43087062d5", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "f398dcaf-b9a9-48e9-a114-1bdcea2010e2", "evidence": "list/bullet: GP Strategic Capital AUM, GP Minority Stakes — $62.4bn, GP Debt Financing — $2.8bn, Professional Sports Minority Stakes — $0.9bn", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 03:21:27.043764+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 64, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Annotation", "slug": "annotation", "status": "active", "bestFor": null, "canonId": "019dd956-b5b9-7668-bf0e-3af99823ec5c", "version": 1, "bodyDocId": null, "description": "Adding explanatory labels to highlight key data points", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-5ea9-702e-8ae9-c035740ada51", "evidence": "Multiple CAGR callouts on chart", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 64, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "22462e49-ab2a-4ec8-a7aa-71f70a73ecfe", "evidence": "chart/bar-vertical: FRE Management Fees ($ millions)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:21:27.004255+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 64, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 73, "from": 64, "loop": { "name": "06_zoom_in", "slug": "06-zoom-in", "status": "active", "bestFor": "Technical deep-dives, case studies, detailed analysis", "canonId": "019dd956-6846-74db-82be-dff5b058b072", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "description": "Start broad, then progressively focus on specific details that prove your point", "familyLabel": null }, "matchId": "019deac5-4f6f-757c-aacd-03f3ef270b75", "evidence": "By-the-numbers → vintage performance → market share → addressable opportunity", "position": 8, "objective": "Drill into GP Strategic Capital leadership and runway", "confidence": 78, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 65, "type": "analysis", "title": "Includes MSCI Burgiss quartile benchmark data as of 9/30/24.", "function": "quantify_impact", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "dense", "densityScore": 66, "componentCount": 7, "textChars": 663, "nDataPoints": 18, "notes": "Includes MSCI Burgiss quartile benchmark data as of 9/30/24.", "elementsJson": [ "headline_text", "subtitle_text", "big_number", "kpi_table", "logo_grid", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:01.64+00", "seconds": 3.04, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/65", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-65", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Strong cash flows and capital return underpin top quartile returns", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:50+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b08-84685383e93c", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.03, "y": 0.93 }, "kind": "disclaimer", "text": "As of 9/30/24, except for Current Net DPI which is as of 12/31/24. MSCI Burgiss quartile benchmark data as of 9/30/24. Past performance is not a guarantee of future results.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:01.64+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d6add692-41d2-45bb-9238-f48a22e38640", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.38, "x": 0.6, "y": 0.15 }, "kind": "image", "text": "Logos of various investment firms", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:01.64+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "22bf0711-0394-45fc-aaed-84040bdc086f", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Net IRR: 38.7%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:50+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b08-8affe845c02e", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.45, "x": 0.03, "y": 0.15 }, "kind": "table", "text": "GP Stakes III (2016) $5.3bn Committed capital Net IRR 22.4% Net MOIC 2.76x Net DPI 1.25x GP Stakes IV (2019) $9.0bn Committed capital Net IRR 38.7% Net MOIC 2.08x Net DPI 0.86x GP Stakes V (2022) $12.9bn Committed capital Net IRR 18.8% Net MOIC 1.23x Net DPI 0.36x", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:01.64+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6611e564-130e-4cde-833a-dd52807714e4", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.03, "y": 0.1 }, "kind": "title", "text": "Strong cash flows and capital return underpin top quartile returns", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:01.64+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8b5b7f86-b891-4924-aba6-fd3ec5bd52d9", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "High Quality Performance Over Multiple Vintages", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:01.64+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bf053d2d-0d67-4a4d-b4a0-c3a1a883a426", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Authority Bias", "slug": "authority-bias", "status": "active", "bestFor": null, "canonId": "019dd956-c38d-70b9-a284-b2b479763356", "version": 1, "bodyDocId": null, "description": "Expert opinions are weighted more heavily - cite credible sources", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Architect", "Storyteller" ], "matchId": "019deac5-5ef1-767a-b11b-747d3c2e857a", "evidence": "MSCI Burgiss benchmark cited", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 65, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Data Story Arc", "slug": "data-story-arc", "status": "active", "bestFor": null, "canonId": "019dd956-9c30-728e-b974-d3fb123dcf5a", "version": 1, "bodyDocId": null, "description": "Context → Conflict → Insight → Implication structure for data narratives", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "b81c13c9-40ed-45e3-8e60-51a767933206", "evidence": "table/data: GP Stakes III (2016) $5.3bn Committed capital Net IRR 22.4% Net MOIC 2.76x Net DPI 1.25x GP Stakes IV (2019) $9.0bn Committed capital Net IRR 38.7% Net MOIC 2.08x Net DPI 0.86x GP Stakes V (2022) $12.9bn Comm", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:21:27.123511+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 65, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5ecc-700b-80c0-062769248713", "evidence": "Callout 'top quartile returns'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 65, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 73, "from": 64, "loop": { "name": "06_zoom_in", "slug": "06-zoom-in", "status": "active", "bestFor": "Technical deep-dives, case studies, detailed analysis", "canonId": "019dd956-6846-74db-82be-dff5b058b072", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "description": "Start broad, then progressively focus on specific details that prove your point", "familyLabel": null }, "matchId": "019deac5-4f6f-757c-aacd-03f3ef270b75", "evidence": "By-the-numbers → vintage performance → market share → addressable opportunity", "position": 8, "objective": "Drill into GP Strategic Capital leadership and runway", "confidence": 78, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 66, "type": "setup", "title": "The slide compares internal fund performance against MSCI Burgiss top quartile benchmarks.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 77, "componentCount": 8, "textChars": 821, "nDataPoints": 18, "notes": "The slide compares internal fund performance against MSCI Burgiss top quartile benchmarks.", "elementsJson": [ "headline_text", "numbered_list", "bar_chart_grouped", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:01.693+00", "seconds": 2.801, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/66", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-66", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Ownership of GP Economics creates long-term equity upside; Meaningful cash on cash returns serve to mitigate risk; Early and substantial distributions create an efficient net out-of-pocket experience for investors.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:48+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b06-7b9921a28c48", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.45, "x": 0.03, "y": 0.55 }, "kind": "chart", "text": "GP Stakes IV (2019) performance metrics", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:01.693+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "84069df9-1a6f-4630-a7ad-f9d214592b77", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.45, "x": 0.52, "y": 0.16 }, "kind": "chart", "text": "GP Stakes III (2016) performance metrics", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:01.693+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "85bdaa51-f1d4-486b-b5f7-42714f1d83c9", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.45, "x": 0.52, "y": 0.55 }, "kind": "chart", "text": "GP Stakes V (2022) performance metrics", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:01.693+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cce4826d-c933-45f7-baa5-bf80efea4e24", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.03, "y": 0.93 }, "kind": "disclaimer", "text": "As of 9/30/24 except for Net DPI which is as of 12/31/24. MSCI Burgiss quartile benchmark data as of 9/30/24. Past performance is not a guarantee of future results.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:01.693+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b96a6915-a547-45c4-a914-48a336740763", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.4, "x": 0.03, "y": 0.2 }, "kind": "list", "text": "1. Ownership of GP Economics creates long-term equity upside\n2. Meaningful cash on cash returns serve to mitigate risk\n3. Early and substantial distributions create an efficient net out-of-pocket experience for investors", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:01.693+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "244555d6-728d-4479-b52e-e959bd7013d0", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Net IRR: 38.7%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:48+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b06-7c5a23a744d7", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.85, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Our GP Minority Stakes Strategy Combines Opportunistic Return Potential and Attractive Yield", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:01.693+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3bb93b1e-fe25-47f1-9dec-2388077080a5", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Small Multiples", "slug": "small-multiples", "status": "active", "bestFor": null, "canonId": "019dd956-b32d-7586-b368-baa1dd388ed4", "version": 1, "bodyDocId": null, "description": "Repeating similar charts for comparison across categories or time", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-5f15-769d-9dff-4a1c41020e39", "evidence": "Repeated IRR/MOIC/DPI bars across vintages", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 66, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 73, "from": 64, "loop": { "name": "06_zoom_in", "slug": "06-zoom-in", "status": "active", "bestFor": "Technical deep-dives, case studies, detailed analysis", "canonId": "019dd956-6846-74db-82be-dff5b058b072", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "description": "Start broad, then progressively focus on specific details that prove your point", "familyLabel": null }, "matchId": "019deac5-4f6f-757c-aacd-03f3ef270b75", "evidence": "By-the-numbers → vintage performance → market share → addressable opportunity", "position": 8, "objective": "Drill into GP Strategic Capital leadership and runway", "confidence": 78, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 67, "type": "analysis", "title": "The slide uses a combination of bar charts for AUM growth and donut charts for asset allocation, accompanied by bulleted lists of portfolio metrics.", "function": "quantify_impact", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "dense", "densityScore": 55, "componentCount": 7, "textChars": 366, "nDataPoints": 24, "notes": "The slide uses a combination of bar charts for AUM growth and donut charts for asset allocation, accompanied by bulleted lists of portfolio metrics.", "elementsJson": [ "headline_text", "bar_chart_grouped", "donut_chart", "bullet_list" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:01.971+00", "seconds": 3.014, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/67", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-67", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.8, "w": 0.45, "x": 0.03, "y": 0.12 }, "kind": "chart", "text": "Historical AUM Growth ($bns)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:01.971+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "210abf0c-250a-469f-a29e-2971e1be04e1", "parentComponentId": null }, { "bbox": { "h": 0.8, "w": 0.25, "x": 0.48, "y": 0.12 }, "kind": "chart", "text": "Illustrative asset exposure across recent GP Minority Stakes funds", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:01.971+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "786e5a01-dd47-40b2-a33b-672608bed57f", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.2, "x": 0.75, "y": 0.72 }, "kind": "list", "text": "20 partner managers, ~150 underlying funds, ~1,950 portfolio companies", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:01.971+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4f33651a-4b5e-437c-a8ec-2a7a4fffaf7d", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.2, "x": 0.75, "y": 0.45 }, "kind": "list", "text": "17 partner managers, ~100 underlying funds, ~1,050 portfolio companies", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:01.971+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "74189e22-f825-4294-936a-76cfb862910e", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.2, "x": 0.75, "y": 0.18 }, "kind": "list", "text": "10 partner managers, ~150 underlying funds, ~1,050 portfolio companies", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:01.971+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c42b0a01-4d38-4dd7-9fb5-e84f9f598a93", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "AUM: $970bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:47+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b04-f7a52ed4d9c6", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.7, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "Our Partner Managers Have Seen Meaningful Growth...", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:01.971+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f7896cbd-9ad0-41dc-97ce-0bbdc5901eac", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chartjunk Elimination", "slug": "chartjunk-elimination", "status": "active", "bestFor": null, "canonId": "019dd956-b49e-7453-ab01-b60f338eeda1", "version": 1, "bodyDocId": null, "description": "Remove decorative elements that don't convey data: 3D effects, shadows, unnecessary gridlines", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "35c311aa-8ac5-4f01-9914-3cd308e0985f", "evidence": "The use of simple and clear visualizations, such as a donut chart and a bar-grouped chart, suggests an effort to eliminate chartjunk.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:03:12.834089+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 67, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Data-Ink Ratio", "slug": "data-ink-ratio", "status": "active", "bestFor": null, "canonId": "019dd956-afc8-70da-b378-92834d36fde6", "version": 1, "bodyDocId": null, "description": "Maximize data, minimize non-data ink - remove chartjunk and decoration", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "3f9b87e2-c4a3-4d57-a63f-6dd8f2b18a24", "evidence": "The slide features a data table and charts, indicating a focus on presenting data in a clear and efficient manner.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:03:12.80343+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 67, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 73, "from": 64, "loop": { "name": "06_zoom_in", "slug": "06-zoom-in", "status": "active", "bestFor": "Technical deep-dives, case studies, detailed analysis", "canonId": "019dd956-6846-74db-82be-dff5b058b072", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "description": "Start broad, then progressively focus on specific details that prove your point", "familyLabel": null }, "matchId": "019deac5-4f6f-757c-aacd-03f3ef270b75", "evidence": "By-the-numbers → vintage performance → market share → addressable opportunity", "position": 8, "objective": "Drill into GP Strategic Capital leadership and runway", "confidence": 78, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 68, "type": "setup", "title": "The chart uses bubble size and position to represent capital raised and vintage year, with a table providing exact figures.", "function": "compare_peers", "rawType": "competitive_analysis", "block": null, "metadata": { "slideType": "competitive_analysis", "slideTypeCanon": { "name": "Competitive analysis", "slug": "competitive_analysis", "status": "active", "canonId": "019de52d-093e-776b-94c6-c1573f5f1a31", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 40, "componentCount": 5, "textChars": 422, "nDataPoints": 10, "notes": "The chart uses bubble size and position to represent capital raised and vintage year, with a table providing exact figures.", "elementsJson": [ "headline_text", "bubble_chart", "data_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:01.941+00", "seconds": 2.856, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/68", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-68", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.8, "w": 0.95, "x": 0.03, "y": 0.15 }, "kind": "chart", "text": "Bubble chart showing capital raised over time for Blue Owl and peers", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Bubble chart", "slug": "bubble", "status": "active", "canonId": "019de52d-00a4-756f-8978-8d5e48905dbc", "version": 1, "description": null }, "framework": null }, "subkind": "bubble", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:01.941+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fdf4810a-468d-40c0-bc8a-a676fd639407", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.03, "y": 0.94 }, "kind": "disclaimer", "text": "Projections and forward-looking statements are based on various assumptions and there is no guarantee expectations will be achieved.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:01.941+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "385a382b-3f6f-48ea-9253-3a96d3067dc5", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Total Capital Raised: $38.5bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:48+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b05-43c6da1267c0", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.37, "x": 0.08, "y": 0.17 }, "kind": "table", "text": "Total Capital Raised – GP Stakes: Blue Owl $38.5bn (63%), Peer 1 $8.9bn (14%), Peer 2 $8.4bn (14%), Peer 3 $3.3bn (5%), Peer 4 $2.4bn (4%)", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:01.941+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f50d93f4-da69-4b88-9328-8fdcfb4b837c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "We Remain the Clear Market Leader in GP Minority Stakes", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:01.941+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a26d764a-cb4f-45f3-8f77-8b3cc823b3f5", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Von Restorff Effect", "slug": "von-restorff-effect", "status": "active", "bestFor": null, "canonId": "019dd956-beab-73d8-9f62-30d0332e926e", "version": 1, "bodyDocId": null, "description": "Items that stand out are noticed and remembered - make key points visually distinct", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-5f39-71a5-acca-890712a9508b", "evidence": "Bubble size emphasizes Blue Owl dominance", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 68, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 73, "from": 64, "loop": { "name": "06_zoom_in", "slug": "06-zoom-in", "status": "active", "bestFor": "Technical deep-dives, case studies, detailed analysis", "canonId": "019dd956-6846-74db-82be-dff5b058b072", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "description": "Start broad, then progressively focus on specific details that prove your point", "familyLabel": null }, "matchId": "019deac5-4f6f-757c-aacd-03f3ef270b75", "evidence": "By-the-numbers → vintage performance → market share → addressable opportunity", "position": 8, "objective": "Drill into GP Strategic Capital leadership and runway", "confidence": 78, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 69, "type": "analysis", "title": "The slide uses a bar chart to show the growth of GP commitments from $3bn to $62bn, highlighting the increasing penetration of private capital.", "function": "size_opportunity", "rawType": "market_landscape", "block": null, "metadata": { "slideType": "market_landscape", "slideTypeCanon": { "name": "Market landscape", "slug": "market_landscape", "status": "active", "canonId": "019de52d-0b6d-75db-a946-9ac362e3afc2", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 83, "componentCount": 11, "textChars": 818, "nDataPoints": 4, "notes": "The slide uses a bar chart to show the growth of GP commitments from $3bn to $62bn, highlighting the increasing penetration of private capital.", "elementsJson": [ "headline_text", "bullet_list", "bar_chart_vertical", "callout_box" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 21:22:03.152+00", "seconds": 3.426, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/69", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-69", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.15, "x": 0.58, "y": 0.63 }, "kind": "callout", "text": "~1% of $349bn of Private Capital Raised", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 21:22:03.152+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "60db756b-409d-48f6-aba7-23d687bcf7bd", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.15, "x": 0.77, "y": 0.22 }, "kind": "callout", "text": "~5% of $1.2tn of Private Capital Raised", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 21:22:03.152+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9aed06be-3525-488f-ab23-fab409645784", "parentComponentId": null }, { "bbox": null, "kind": "callout", "text": "GP's need for strategic primary capital accelerates exponentially with firm and industry growth", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:50+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b07-a30ef1c06961", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.45, "x": 0.53, "y": 0.18 }, "kind": "chart", "text": "Global Private Markets GP Commitments ($ billions)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 21:22:03.152+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "da615922-d390-4bcb-a208-ad9561d92979", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.15, "x": 0.03, "y": 0.45 }, "kind": "list", "text": "Platform expansion: Geographic growth, Consolidating of complementary businesses, Possible M&A transactions", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 21:22:03.152+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9666ab11-60df-4528-bef5-1360f52a6bbb", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.15, "x": 0.36, "y": 0.45 }, "kind": "list", "text": "Capital strategy: Strategic value partner, Facilitating generational transfer, Create equity redistribution program, Take out external or silent partners", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 21:22:03.152+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c173952d-dba5-41ad-a101-6f2a6b182217", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.15, "x": 0.2, "y": 0.45 }, "kind": "list", "text": "New products: Expand into adjacent strategies, Capitalize and develop new investment teams", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 21:22:03.152+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d332c00b-8862-44fb-ba7b-3dd6408f5014", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Global Private Markets GP Commitments: $62bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:50+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b07-a63c6f1f1f8b", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.48, "x": 0.03, "y": 0.83 }, "kind": "paragraph", "text": "GP's need for strategic primary capital accelerates exponentially with firm and industry growth", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 21:22:03.152+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d275ba71-4eae-432d-923b-c935a14d16ce", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.03, "y": 0.09 }, "kind": "title", "text": "GP stakes are a response to a significant unmet capital need", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 21:22:03.152+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ff48a6b5-e92c-415b-a781-e074f1230f45", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Providing Growth Capital to a Growing Industry", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 21:22:03.152+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "03296529-7ac3-48d3-8c2f-18956ee79d32", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5f5f-720b-8552-fd4f05cd32ae", "evidence": "Title 'response to a significant unmet capital need'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 69, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "AIDA Model", "slug": "aida-model", "status": "active", "bestFor": null, "canonId": "019dd956-86fc-773c-813f-d416714b8413", "version": 1, "bodyDocId": null, "description": "Attention, Interest, Desire, Action - classic persuasion sequence", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "eb0821f3-7d5c-4054-ae1f-6ed36c052587", "evidence": "The slide has a clear attention-grabbing headline and presents information in a logical order, but it's not a strong instantiation of the AIDA model.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-16 22:03:12.926223+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 69, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 73, "from": 64, "loop": { "name": "06_zoom_in", "slug": "06-zoom-in", "status": "active", "bestFor": "Technical deep-dives, case studies, detailed analysis", "canonId": "019dd956-6846-74db-82be-dff5b058b072", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "description": "Start broad, then progressively focus on specific details that prove your point", "familyLabel": null }, "matchId": "019deac5-4f6f-757c-aacd-03f3ef270b75", "evidence": "By-the-numbers → vintage performance → market share → addressable opportunity", "position": 8, "objective": "Drill into GP Strategic Capital leadership and runway", "confidence": 78, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 70, "type": "appendix", "title": "The slide uses a categorization framework to map service offerings to strategic pillars.", "function": "present_framework", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "present_framework", "functionCanon": { "name": "Present framework", "slug": "present_framework", "status": "active", "canonId": "019de52d-1403-7667-9100-d2ac6709f750", "version": 1, "description": null }, "density": "balanced", "densityScore": 47, "componentCount": 5, "textChars": 696, "nDataPoints": 1, "notes": "The slide uses a categorization framework to map service offerings to strategic pillars.", "elementsJson": [ "headline_text", "subtitle_text", "data_table" ], "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:14.787+00", "seconds": 15.419, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/70", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-70", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.6, "x": 0.03, "y": 0.93 }, "kind": "disclaimer", "text": "For illustrative purposes only. There is no guarantee that the business services platform will provide the services described in this presentation to any Partner Manager.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:14.787+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ddcd4fd5-dc2c-4892-89eb-efeacc791829", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.25, "x": 0.03, "y": 0.2 }, "kind": "list", "text": "Fundraising & Client Development; Business Strategy & Growth; Digital Transformation & Optimization", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:14.787+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e3f129ef-602b-4bf4-94ca-0a04dca2b442", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.7, "x": 0.27, "y": 0.2 }, "kind": "other", "text": "Capital Strategies, Private Wealth Advisory, Corporate Strategy and M&A, ESG Advisory, Human Capital Advisory, Citizenship and Strategic Initiatives, Operational Advisory, Tech Infrastructure and Cyber, Artificial Intelligence Advisory, Data Science, Procurement Solutions", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:14.787+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "695ceafb-ac35-43cb-b216-6c0ea77f9053", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.8, "x": 0.03, "y": 0.1 }, "kind": "subtitle", "text": "Approximately 60 team members providing strategic advice and services to Partner Managers", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:14.787+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5263f46a-c663-4395-b45f-aa6dbfde5664", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Business Services Platform (BSP) – A Value-Add to Partner Managers", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:14.787+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3f8ced5e-1283-4976-b3d6-686a3885233a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 73, "from": 64, "loop": { "name": "06_zoom_in", "slug": "06-zoom-in", "status": "active", "bestFor": "Technical deep-dives, case studies, detailed analysis", "canonId": "019dd956-6846-74db-82be-dff5b058b072", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "description": "Start broad, then progressively focus on specific details that prove your point", "familyLabel": null }, "matchId": "019deac5-4f6f-757c-aacd-03f3ef270b75", "evidence": "By-the-numbers → vintage performance → market share → addressable opportunity", "position": 8, "objective": "Drill into GP Strategic Capital leadership and runway", "confidence": 78, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 71, "type": "setup", "title": "The slide uses a combination of big numbers for internal metrics and a bar chart for market share comparison.", "function": "compare_peers", "rawType": "competitive_analysis", "block": null, "metadata": { "slideType": "competitive_analysis", "slideTypeCanon": { "name": "Competitive analysis", "slug": "competitive_analysis", "status": "active", "canonId": "019de52d-093e-776b-94c6-c1573f5f1a31", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "dense", "densityScore": 66, "componentCount": 10, "textChars": 329, "nDataPoints": 8, "notes": "The slide uses a combination of big numbers for internal metrics and a bar chart for market share comparison.", "elementsJson": [ "headline_text", "subtitle_text", "big_number", "bar_chart_vertical" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:02.108+00", "seconds": 2.728, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/71", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-71", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.5, "x": 0.46, "y": 0.18 }, "kind": "chart", "text": "All GP Minority Stakes deals $600 million+", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.108+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6cc93eb9-6ed3-4e6a-8a26-03364e5eb756", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.17, "x": 0.23, "y": 0.188 }, "kind": "metric", "text": "70+ partnerships", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.108+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2ce08053-3350-4f4e-8433-6645f32af423", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.17, "x": 0.04, "y": 0.652 }, "kind": "metric", "text": "0 senior investment team turnover since inception", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.108+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "57246289-4bee-4943-b96b-d4d102ea1659", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.17, "x": 0.23, "y": 0.652 }, "kind": "metric", "text": "6.9x median entry multiple since 2015", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.108+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "615ad6fa-2eaa-495c-a792-6ad0036d96a0", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.17, "x": 0.23, "y": 0.42 }, "kind": "metric", "text": "~60 person business services team", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.108+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "63fa77b0-b81f-4d57-83e2-50e4fb1a257e", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.17, "x": 0.04, "y": 0.42 }, "kind": "metric", "text": "30+ person investment team", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.108+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "daa3ad80-9817-43f9-b94b-310a3e578dfc", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.17, "x": 0.04, "y": 0.188 }, "kind": "metric", "text": "90+ total transactions", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.108+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e979bb5f-68ff-41e8-859e-adb71e5f22fa", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Market share in GP minority stakes: 88%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:48+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b05-2afc3234fd77", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.55, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Our Competitive Advantages Are Significant", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.108+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3e41f812-adcb-4bcf-8a96-bf2b7afb07cf", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.03, "y": 0.1 }, "kind": "title", "text": "Size, scale and agility", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.108+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e80bacd-96c7-404a-ac65-bc6fc2615e65", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Grid System", "slug": "grid-system", "status": "active", "bestFor": null, "canonId": "019dd956-b745-710f-8b70-825c603b1163", "version": 1, "bodyDocId": null, "description": "Aligning elements to invisible grid for visual harmony", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-5f83-70da-b945-86a391bb7bce", "evidence": "Grid of metric tiles + chart", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 71, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 73, "from": 64, "loop": { "name": "06_zoom_in", "slug": "06-zoom-in", "status": "active", "bestFor": "Technical deep-dives, case studies, detailed analysis", "canonId": "019dd956-6846-74db-82be-dff5b058b072", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "description": "Start broad, then progressively focus on specific details that prove your point", "familyLabel": null }, "matchId": "019deac5-4f6f-757c-aacd-03f3ef270b75", "evidence": "By-the-numbers → vintage performance → market share → addressable opportunity", "position": 8, "objective": "Drill into GP Strategic Capital leadership and runway", "confidence": 78, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 72, "type": "resolution", "title": "The chart uses a dual-representation: a continuous line for public market average and scatter points for specific Blue Owl deals.", "function": "quantify_impact", "rawType": "comparison_table", "block": null, "metadata": { "slideType": "comparison_table", "slideTypeCanon": { "name": "Comparison table", "slug": "comparison_table", "status": "active", "canonId": "019de52d-0a06-73f8-8813-fe022fab1de2", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "balanced", "densityScore": 37, "componentCount": 5, "textChars": 318, "nDataPoints": 40, "notes": "The chart uses a dual-representation: a continuous line for public market average and scatter points for specific Blue Owl deals.", "elementsJson": [ "headline_text", "subtitle_text", "line_chart", "callout_box" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:05.855+00", "seconds": 6.434, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/72", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-72", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.045, "w": 0.393, "x": 0.1, "y": 0.408 }, "kind": "callout", "text": "Blue Owl GP Minority Stakes Median: 6.9x", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.855+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d7f0ce73-1eb0-4490-8742-fc2dc00be053", "parentComponentId": null }, { "bbox": { "h": 0.68, "w": 0.92, "x": 0.04, "y": 0.21 }, "kind": "chart", "text": "Blue Owl GP Strategic Capital Transaction Multiples (3yr Avg DE) vs. Public Comparables", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.855+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aafef624-71c2-40fb-9769-ded22f123c4a", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Transaction Multiple: 6.9x", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:48+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b05-d21614772bda", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.95, "x": 0.03, "y": 0.09 }, "kind": "title", "text": "Since 2015, Blue Owl GP Minority Stakes has closed 40+ transactions at an over 50% discount to public market comparables", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.855+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "181f4ccb-d5dd-4f65-a443-85e049f35b4e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Our Scale Creates Leverage in Purchase Prices", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.855+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "27ae7549-de87-460a-8661-24ab23a26993", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Annotation", "slug": "annotation", "status": "active", "bestFor": null, "canonId": "019dd956-b5b9-7668-bf0e-3af99823ec5c", "version": 1, "bodyDocId": null, "description": "Adding explanatory labels to highlight key data points", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-5faa-707a-8839-5bbd3964fc1e", "evidence": "Median 6.9x annotation on scatter", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 72, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-5fce-771e-8df2-970f03b03938", "evidence": "Action title 'Scale Creates Leverage'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 72, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "c763dd2b-2d75-46bf-a125-6ad47e92c25a", "evidence": "The slide mentions transaction multiples, but it doesn't feature a clear waterfall chart.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-16 22:03:13.051334+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 72, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 73, "from": 64, "loop": { "name": "06_zoom_in", "slug": "06-zoom-in", "status": "active", "bestFor": "Technical deep-dives, case studies, detailed analysis", "canonId": "019dd956-6846-74db-82be-dff5b058b072", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "description": "Start broad, then progressively focus on specific details that prove your point", "familyLabel": null }, "matchId": "019deac5-4f6f-757c-aacd-03f3ef270b75", "evidence": "By-the-numbers → vintage performance → market share → addressable opportunity", "position": 8, "objective": "Drill into GP Strategic Capital leadership and runway", "confidence": 78, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 73, "type": "resolution", "title": "Uses a Venn-style diagram to show market penetration vs total addressable market.", "function": "size_opportunity", "rawType": "market_sizing", "block": null, "metadata": { "slideType": "market_sizing", "slideTypeCanon": { "name": "Market sizing", "slug": "market_sizing", "status": "active", "canonId": "019de52d-08c8-756c-8664-733b73a7ee7b", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "dense", "densityScore": 64, "componentCount": 7, "textChars": 735, "nDataPoints": 2, "notes": "Uses a Venn-style diagram to show market penetration vs total addressable market.", "elementsJson": [ "headline_text", "subtitle_text", "numbered_list", "infographic", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:02.066+00", "seconds": 2.57, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/73", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-73", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Pipeline segmented into three principal channels", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:48+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b05-eababa5abd3d", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.25, "x": 0.22, "y": 0.3 }, "kind": "chart", "text": "Addressable Partner Universe $500 billion+ today", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Bubble chart", "slug": "bubble", "status": "active", "canonId": "019de52d-00a4-756f-8978-8d5e48905dbc", "version": 1, "description": null }, "framework": null }, "subkind": "bubble", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.066+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5845e5bb-6d38-4d1a-ae30-6a2d626716a0", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.4, "x": 0.02, "y": 0.16 }, "kind": "legend", "text": "Total GP Minority Stakes capital raised by Blue Owl; Total GP Minority Stakes capital raised by all market participants; Estimated investable universe", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.066+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9b8c5ca7-89de-455b-b7d0-554f9660eb06", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.45, "x": 0.51, "y": 0.17 }, "kind": "list", "text": "1. New opportunities: Large institutional private markets managers without a minority partner. 2. Secondary opportunities: Stakes or portfolios currently owned by other GP Stakes investors. 3. Current Partner Managers: Follow-on investments in existing Partner Managers to fund additional growth or expand into new products", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.066+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b93da8bf-b6f4-4881-963e-9c4fbc12442d", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Addressable Partner Universe: $500 billion+", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:48+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b05-ec4dd9df4b34", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.6, "x": 0.02, "y": 0.09 }, "kind": "title", "text": "We are focused on the largest specialist private markets managers globally", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.066+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "20586c9e-58b3-4f46-8fe4-10b90424f790", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.02, "y": 0.04 }, "kind": "title", "text": "The Opportunity Set for Deployment Remains Robust", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.066+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ab99013f-0030-4526-a5d5-bb7541d196ce", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Audience frame", "slug": "audience-frame", "status": "active", "bestFor": null, "canonId": "2a1eefbd-5be8-4600-898b-49dbfcf73ec8", "version": 1, "bodyDocId": null, "description": "Tools for modelling and segmenting the audience (persona, JTBD, segmentation).", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ef32c208-2285-4263-af6b-1f3c9d0a3cb9", "evidence": "The slide presents information about the market opportunity, but it's not a clear instantiation of a specific tool.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-16 22:03:13.116059+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 73, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "narrativePurpose": null } ], "frameworks": [ { "matchId": "019deac5-7004-71cf-ac9c-2104b847adcb", "evidence": "Venn-style market penetration vs TAM", "framework": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 73, "frameworkName": "Venn diagram" } ], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 73, "from": 64, "loop": { "name": "06_zoom_in", "slug": "06-zoom-in", "status": "active", "bestFor": "Technical deep-dives, case studies, detailed analysis", "canonId": "019dd956-6846-74db-82be-dff5b058b072", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "description": "Start broad, then progressively focus on specific details that prove your point", "familyLabel": null }, "matchId": "019deac5-4f6f-757c-aacd-03f3ef270b75", "evidence": "By-the-numbers → vintage performance → market share → addressable opportunity", "position": 8, "objective": "Drill into GP Strategic Capital leadership and runway", "confidence": 78, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 74, "type": "resolution", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 31, "componentCount": 2, "textChars": 789, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text", "numbered_list", "icon_grid" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:02.188+00", "seconds": 2.414, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/74", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-74", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.8, "w": 0.6, "x": 0.35, "y": 0.1 }, "kind": "list", "text": "1. Our GP Strategic Capital business meets alternative asset managers' real and significant needs for growth capital\n2. Scale is a meaningful competitive advantage, driving favorable outcomes for our investors\n3. The runway for growth is long as the alternatives industry continues to expand and evolve\n4. Our strategy meets investors' needs for differentiated performance and robust cash flows, offering attractive yield and equity upside potential\n5. We're entering into innovative transactions like strip sales, showing pathways for return of capital while extending management fees for Blue Owl\n6. GP Strategic Capital is yet another representation of the innovative culture at Blue Owl, highlighting the ways in which we seek to skate to where the puck is going", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.188+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1fdab5b5-e705-43b6-a57f-43d7ac70ca7d", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.25, "x": 0.05, "y": 0.13 }, "kind": "title", "text": "Key Takeaways For Today", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.188+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0f0891bc-c120-4959-ac78-f04db2e4c4fe", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Closing Techniques", "slug": "closing-techniques", "status": "active", "bestFor": null, "canonId": "019dd956-af13-774b-a4fd-7db0a3a88d51", "version": 1, "bodyDocId": null, "description": "Strong endings: Callback, challenge, vision, clear CTA, memorable line", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-5ff2-7718-9c71-df24bc818f03", "evidence": "Section key takeaways", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 74, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [], "locked": true }, { "page": 75, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 3, "componentCount": 2, "textChars": 54, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:03.691+00", "seconds": 3.769, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/75", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-75", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.3, "x": 0.05, "y": 0.75 }, "kind": "paragraph", "text": "Marc Zahr\nCo-President, Head of Real Assets", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:03.691+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ac16f3b1-b7d1-4fbb-b207-c0cf66d88fbd", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.35, "x": 0.05, "y": 0.45 }, "kind": "title", "text": "Real Assets", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:03.691+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f32cbe19-486c-452d-a7db-8fd39cde668b", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Section divider", "slug": "section-divider", "status": "active", "bestFor": null, "canonId": "019dd9e1-4c66-707d-8d1f-6e14547134c7", "version": 1, "bodyDocId": null, "description": "A transitional slide marking the start of a new section.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "2154ab49-8ad1-4e88-a185-458dba37e847", "evidence": "The slide is a section divider with a clear headline and paragraph.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:03:13.207634+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 75, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [], "locked": true }, { "page": 76, "type": "analysis", "title": "The slide uses a donut chart to show portfolio composition change from a single asset class (Net Lease) to a diversified mix (Net Lease, Real Estate Credit, Dig", "function": "quantify_impact", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "dense", "densityScore": 71, "componentCount": 11, "textChars": 416, "nDataPoints": 6, "notes": "The slide uses a donut chart to show portfolio composition change from a single asset class (Net Lease) to a diversified mix (Net Lease, Real Estate Credit, Digital Infrastructure).", "elementsJson": [ "headline_text", "subtitle_text", "donut_chart", "big_number" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:03.134+00", "seconds": 3.187, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/76", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-76", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.5, "w": 0.1, "x": 0.45, "y": 0.21 }, "kind": "callout", "text": "65% AUM CAGR", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:03.134+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d7d1d672-7205-47cb-950f-7651ae089b6f", "parentComponentId": null }, { "bbox": null, "kind": "callout", "text": "A pioneer in Triple Net Lease, now diversifying into Real Estate Credit and Digital Infrastructure", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:49+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b07-08af5b902a00", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.15, "x": 0.18, "y": 0.55 }, "kind": "chart", "text": "2021 Portfolio Composition", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:03.134+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4ff929ed-8155-45b3-8fa0-855553ae7231", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.15, "x": 0.68, "y": 0.55 }, "kind": "chart", "text": "2024 Portfolio Composition", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:03.134+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5aea7e2e-3911-4257-9f14-7d2332ccdc5e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.64, "y": 0.39 }, "kind": "metric", "text": "$63.6bn AUM", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:03.134+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0af5dac0-996f-46fb-b657-826b81aa8cef", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.79, "y": 0.39 }, "kind": "metric", "text": "100+ Investment Professionals", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:03.134+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "55079851-e1db-4633-850c-2af38327e787", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.12, "y": 0.39 }, "kind": "metric", "text": "$12.4bn AUM", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:03.134+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "91e3baa0-e65a-4574-9ab4-3acc314f3cc2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.26, "y": 0.39 }, "kind": "metric", "text": "24 Investment Professionals", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:03.134+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "de278d38-5b48-4f34-9eff-2928e1c925e4", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "AUM CAGR: 65%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:49+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b07-0d02ba674ca7", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.85, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Blue Owl Real Assets - Exceptional Growth Over the Last 36 Months", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:03.134+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3714d585-dfa2-4676-98f5-c07f43d40f23", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.8, "x": 0.03, "y": 0.09 }, "kind": "title", "text": "A pioneer in Triple Net Lease, now diversifying into Real Estate Credit and Digital Infrastructure", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:03.134+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "86eae11c-8ca5-42d8-acc7-0fb1b252a415", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Contrast Pairs", "slug": "contrast-pairs", "status": "active", "bestFor": null, "canonId": "019dd956-9b77-70d3-88b1-f34e26f60860", "version": 1, "bodyDocId": null, "description": "Creating tension through opposites: Before↔After, Problem↔Solution, Pain↔Relief", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-603a-73a9-9db6-0aeb5621f994", "evidence": "2021 vs 2024 donut composition contrast", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 76, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6016-7663-9f6d-14908f2170cc", "evidence": "Action title '65% AUM CAGR'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 76, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 86, "from": 76, "loop": { "name": "04_tale_two_worlds", "slug": "04-tale-two-worlds", "status": "active", "bestFor": "Competitive analysis, benchmarking, case for change", "canonId": "019dd956-674f-750b-b15d-f082e2717f4e", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication", "description": "Show the gap between two states to drive urgency or highlight opportunity", "familyLabel": null }, "matchId": "019deac5-4f93-75a8-adc7-249cdd43655e", "evidence": "Today vs 2009 leadership table (p.82), then European expansion thesis (p.84-85)", "position": 9, "objective": "Contrast Blue Owl Net Lease leadership with thinly-served European TAM", "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 77, "type": "setup", "title": "The slide highlights Blue Owl's market leadership in two distinct segments using comparative tables.", "function": "compare_peers", "rawType": "comparison_table", "block": null, "metadata": { "slideType": "comparison_table", "slideTypeCanon": { "name": "Comparison table", "slug": "comparison_table", "status": "active", "canonId": "019de52d-0a06-73f8-8813-fe022fab1de2", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "dense", "densityScore": 71, "componentCount": 9, "textChars": 471, "nDataPoints": 22, "notes": "The slide highlights Blue Owl's market leadership in two distinct segments using comparative tables.", "elementsJson": [ "headline_text", "data_table", "callout_box" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:09.004+00", "seconds": 9.049, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/77", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-77", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.46, "x": 0.03, "y": 0.13 }, "kind": "callout", "text": "#1 Private Wealth Capital Raiser (2024)", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.004+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2e4ca3c7-99ba-4674-af9f-b711a17d07fc", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.46, "x": 0.51, "y": 0.13 }, "kind": "callout", "text": "#1 Institutional Capital Raiser (2024)", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.004+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3c9f708e-fcb6-424c-90f9-bb22bb251a34", "parentComponentId": null }, { "bbox": null, "kind": "callout", "text": "Leading in non-traded REIT fundraising, but importantly – leading in net flows", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:48+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b06-9a752adb9078", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Fundraising volume: $2,353", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:48+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b06-9e19a1c0bf64", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.46, "x": 0.51, "y": 0.81 }, "kind": "paragraph", "text": "Largest institutional fundraise in all of Real Estate, not just for net lease", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.004+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4becfa24-b7ca-4597-ba31-10fb94446edb", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.46, "x": 0.03, "y": 0.81 }, "kind": "paragraph", "text": "Leading in non-traded REIT fundraising, but importantly – leading in net flows", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.004+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6aa2c54a-614c-45ef-a9fc-88da6ca41722", "parentComponentId": null }, { "bbox": { "h": 0.52, "w": 0.46, "x": 0.03, "y": 0.26 }, "kind": "table", "text": "Non-Traded REIT Fundraising LTM table", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.004+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "39cd7190-638b-403a-a26f-125cb7d84f1a", "parentComponentId": null }, { "bbox": { "h": 0.52, "w": 0.46, "x": 0.51, "y": 0.26 }, "kind": "table", "text": "2024 Top Institutional Real Estate Fund Closes table", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.004+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f5dc5272-93e2-489f-9769-a683ba8a6a09", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "We Have Thrived in Real Estate Capital Raising", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.004+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1dccdb70-6cc0-441f-b765-c3ffcb7d9726", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Small Multiples", "slug": "small-multiples", "status": "active", "bestFor": null, "canonId": "019dd956-b32d-7586-b368-baa1dd388ed4", "version": 1, "bodyDocId": null, "description": "Repeating similar charts for comparison across categories or time", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-6082-741e-b5a4-c249f811e65f", "evidence": "Two parallel comparison tables", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 77, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Von Restorff Effect", "slug": "von-restorff-effect", "status": "active", "bestFor": null, "canonId": "019dd956-beab-73d8-9f62-30d0332e926e", "version": 1, "bodyDocId": null, "description": "Items that stand out are noticed and remembered - make key points visually distinct", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-605e-7228-9394-5c55c3955d99", "evidence": "'#1' callouts emphasized", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 77, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 86, "from": 76, "loop": { "name": "04_tale_two_worlds", "slug": "04-tale-two-worlds", "status": "active", "bestFor": "Competitive analysis, benchmarking, case for change", "canonId": "019dd956-674f-750b-b15d-f082e2717f4e", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication", "description": "Show the gap between two states to drive urgency or highlight opportunity", "familyLabel": null }, "matchId": "019deac5-4f93-75a8-adc7-249cdd43655e", "evidence": "Today vs 2009 leadership table (p.82), then European expansion thesis (p.84-85)", "position": 9, "objective": "Contrast Blue Owl Net Lease leadership with thinly-served European TAM", "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 78, "type": "resolution", "title": "The slide uses two illustrative bar charts to demonstrate the shift in market dynamics between 2022 and 2024.", "function": "size_opportunity", "rawType": "business_case", "block": null, "metadata": { "slideType": "business_case", "slideTypeCanon": { "name": "Business case", "slug": "business_case", "status": "active", "canonId": "019de52d-0e16-7764-9eec-dceac9d5f517", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "dense", "densityScore": 61, "componentCount": 7, "textChars": 540, "nDataPoints": 12, "notes": "The slide uses two illustrative bar charts to demonstrate the shift in market dynamics between 2022 and 2024.", "elementsJson": [ "headline_text", "bar_chart_stacked", "callout_box", "bullet_list" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:02.524+00", "seconds": 2.515, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/78", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-78", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Market environment creates potential to earn higher returns at lower LTVs", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:48+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b06-0e9a43f17b03", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.3, "x": 0.03, "y": 0.23 }, "kind": "chart", "text": "Earning Higher Returns: 1Q22 vs 4Q24", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.524+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6bb25664-f941-49fe-b538-25607202e9b3", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.3, "x": 0.35, "y": 0.23 }, "kind": "chart", "text": "Lending at Lower Leverage Levels: 1Q22 vs 2Q24", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.524+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cf133801-1cce-4f9b-8619-767eb97b104e", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.3, "x": 0.68, "y": 0.15 }, "kind": "list", "text": "A Favorable Point in Time to Enter Real Estate Credit: Market environment creates potential to earn higher returns at lower LTVs; Market participants such as banks are pulling back; Bigger capital pools; Best in class team.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.524+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a7980873-8763-4997-9182-d829dc18aa6e", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "LTV: 20%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:48+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b06-12a23a6d0189", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.03, "y": 0.14 }, "kind": "title", "text": "Entering another trillion-dollar market with a high-quality incumbent player", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.524+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "05b1ad51-e24a-4207-9ac5-e3ef5f5542f4", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Expansion into Real Estate Credit: Blue Owl Expertise Meets Market Opportunity", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.524+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "59ac553b-60a2-4d63-af20-cc9c8f1ba2dc", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Contrast Pairs", "slug": "contrast-pairs", "status": "active", "bestFor": null, "canonId": "019dd956-9b77-70d3-88b1-f34e26f60860", "version": 1, "bodyDocId": null, "description": "Creating tension through opposites: Before↔After, Problem↔Solution, Pain↔Relief", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-60a7-7408-8539-68b8dc234cd4", "evidence": "2022 vs 2024 illustrative bars", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 78, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 86, "from": 76, "loop": { "name": "04_tale_two_worlds", "slug": "04-tale-two-worlds", "status": "active", "bestFor": "Competitive analysis, benchmarking, case for change", "canonId": "019dd956-674f-750b-b15d-f082e2717f4e", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication", "description": "Show the gap between two states to drive urgency or highlight opportunity", "familyLabel": null }, "matchId": "019deac5-4f93-75a8-adc7-249cdd43655e", "evidence": "Today vs 2009 leadership table (p.82), then European expansion thesis (p.84-85)", "position": 9, "objective": "Contrast Blue Owl Net Lease leadership with thinly-served European TAM", "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 79, "type": "resolution", "title": "Includes a break in the x-axis for the first chart. Uses CAGR annotations.", "function": "size_opportunity", "rawType": "market_sizing", "block": null, "metadata": { "slideType": "market_sizing", "slideTypeCanon": { "name": "Market sizing", "slug": "market_sizing", "status": "active", "canonId": "019de52d-08c8-756c-8664-733b73a7ee7b", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 81, "componentCount": 9, "textChars": 821, "nDataPoints": 12, "notes": "Includes a break in the x-axis for the first chart. Uses CAGR annotations.", "elementsJson": [ "headline_text", "bar_chart_stacked", "bar_chart_vertical", "callout_box", "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:02.962+00", "seconds": 2.787, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/79", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-79", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.3, "x": 0.68, "y": 0.15 }, "kind": "callout", "text": "One of the Largest Supply / Demand Imbalances We’ve Seen", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.962+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b25b8404-e6ed-4ac8-b0b2-68c97815cd1c", "parentComponentId": null }, { "bbox": null, "kind": "callout", "text": "~$1.1tn of new build capacity investment required over the next few years", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:48+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b06-b136cc5e79bd", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.3, "x": 0.03, "y": 0.18 }, "kind": "chart", "text": "Hyperscale Capital Expenditures", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.962+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9da6d122-8e2c-4448-8f62-98fdcf5f1a6f", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.3, "x": 0.35, "y": 0.15 }, "kind": "chart", "text": "Growing Global Data Center Demand by Capacity (GW)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.962+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "08912454-cd33-45d5-b31b-230adefd633f", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.3, "x": 0.68, "y": 0.28 }, "kind": "list", "text": "~$1.1tn of new build capacity investment required over the next few years; Hyperscalers are increasingly outsourcing development and operation; It requires more than capital – we have the scale and technical expertise required", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.962+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9157705c-1ca8-415f-9036-6f5e19339c4d", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Data Center Demand (GW): 152", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:48+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b06-b622b7fce420", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.3, "x": 0.03, "y": 0.75 }, "kind": "paragraph", "text": "Hyperscale capex continues to grow meaningfully as these companies continue their “arms race” for as much data center capacity as possible", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.962+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2226e815-e65c-49f4-951f-fa81f8f81677", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.3, "x": 0.35, "y": 0.75 }, "kind": "paragraph", "text": "Data center demand will continue to hit unprecedented heights in the coming years, necessitating trillions of dollars in spending to hit desired capacity levels", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.962+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8d32c795-e6db-4b97-b2b8-937deaea0890", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.7, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "We See a Generational Opportunity in Digital Infrastructure", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.962+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "72866275-7501-4c35-b22f-915648a3043a", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-60cb-7438-ac06-fc41737d3738", "evidence": "Title 'generational opportunity'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 79, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "f7c01423-f946-4072-a5ab-de9f9d3a7f5e", "evidence": "paragraph/paragraph: Data center demand will continue to hit unprecedented heights in the coming years, necessitating trillions of dollars in spending to hit desired capacity levels", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:03:13.461835+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 79, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-60ee-77a2-a5de-87d5009bf7dd", "evidence": "Callout '$1.1tn of new build capacity'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 79, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 86, "from": 76, "loop": { "name": "04_tale_two_worlds", "slug": "04-tale-two-worlds", "status": "active", "bestFor": "Competitive analysis, benchmarking, case for change", "canonId": "019dd956-674f-750b-b15d-f082e2717f4e", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication", "description": "Show the gap between two states to drive urgency or highlight opportunity", "familyLabel": null }, "matchId": "019deac5-4f93-75a8-adc7-249cdd43655e", "evidence": "Today vs 2009 leadership table (p.82), then European expansion thesis (p.84-85)", "position": 9, "objective": "Contrast Blue Owl Net Lease leadership with thinly-served European TAM", "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 80, "type": "resolution", "title": "The slide uses a 2x3 grid of metrics to highlight institutional success and investor reliability.", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 77, "componentCount": 11, "textChars": 551, "nDataPoints": 6, "notes": "The slide uses a 2x3 grid of metrics to highlight institutional success and investor reliability.", "elementsJson": [ "headline_text", "big_number", "icon_grid" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:03.509+00", "seconds": 3.193, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/80", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-80", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Demonstrating consistency, strength, and the power of scale", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:48+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b05-8a9bf9ad6b2e", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.03, "y": 0.93 }, "kind": "disclaimer", "text": "Past performance does not guarantee future results.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:03.509+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "265df4f6-9375-4baa-85dd-6a6c14fc8ff1", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.23, "x": 0.12, "y": 0.55 }, "kind": "metric", "text": "179 months of Consecutive Distributions paid to investors", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:03.509+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "18babfd0-022d-4a11-a16b-bfe0a4187a86", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.23, "x": 0.64, "y": 0.195 }, "kind": "metric", "text": "7%+ Annualized Preferred Return, paid monthly", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:03.509+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9c901cf4-17b2-48e4-a6ac-2fed1d640467", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.23, "x": 0.38, "y": 0.195 }, "kind": "metric", "text": "#1 Net private wealth capital raiser for non-traded REIT since inception", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:03.509+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "acf6c6f0-8993-43b2-8581-9abe4e12a628", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.23, "x": 0.64, "y": 0.55 }, "kind": "metric", "text": "24% Closed-End Net IRR across fully realized funds", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:03.509+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cbab2a39-fc4c-486b-ab98-11508f3ea491", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.23, "x": 0.12, "y": 0.195 }, "kind": "metric", "text": "#1 Institutional capital raiser in 2024", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:03.509+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d5723f31-b8b9-4e0b-881c-ede8102bc1c8", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.23, "x": 0.38, "y": 0.55 }, "kind": "metric", "text": "15+ Years Blue Owl has never missed a monthly distribution to investors", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:03.509+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f20c5fa3-562b-44f4-bc42-35fe105c4c5b", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Net IRR: 24%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:48+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b05-8c8e2abab6b2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "A Record of Achievement in Net Lease", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:03.509+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "14c9eade-49c1-45af-9089-26a26e101747", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.45, "x": 0.03, "y": 0.09 }, "kind": "title", "text": "Demonstrating consistency, strength, and the power of scale", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:03.509+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ff47f4ae-d3a0-4945-a1d8-ca55eee15d01", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Three Pillars", "slug": "three-pillars", "status": "active", "bestFor": null, "canonId": "019dd956-81ef-7455-a365-b234d95a6bbb", "version": 1, "bodyDocId": null, "description": "Three major supporting arguments that are MECE and address key concerns", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019deac5-6112-72d8-be10-0916a5b1aa19", "evidence": "2x3 metrics grid summary", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 80, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 86, "from": 76, "loop": { "name": "04_tale_two_worlds", "slug": "04-tale-two-worlds", "status": "active", "bestFor": "Competitive analysis, benchmarking, case for change", "canonId": "019dd956-674f-750b-b15d-f082e2717f4e", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication", "description": "Show the gap between two states to drive urgency or highlight opportunity", "familyLabel": null }, "matchId": "019deac5-4f93-75a8-adc7-249cdd43655e", "evidence": "Today vs 2009 leadership table (p.82), then European expansion thesis (p.84-85)", "position": 9, "objective": "Contrast Blue Owl Net Lease leadership with thinly-served European TAM", "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 81, "type": "setup", "function": "front_matter", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 3, "componentCount": 2, "textChars": 45, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:06.181+00", "seconds": 5.819, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/81", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-81", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.2, "x": 0.05, "y": 0.75 }, "kind": "paragraph", "text": "Gary Rozier\nSenior Managing Director", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:06.181+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ede24da4-a2d1-419c-8dfb-1c04e85d9571", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.3, "x": 0.05, "y": 0.45 }, "kind": "title", "text": "Net Lease", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:06.181+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ad401046-10c8-489f-af61-f2de3fb7ef17", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 86, "from": 76, "loop": { "name": "04_tale_two_worlds", "slug": "04-tale-two-worlds", "status": "active", "bestFor": "Competitive analysis, benchmarking, case for change", "canonId": "019dd956-674f-750b-b15d-f082e2717f4e", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication", "description": "Show the gap between two states to drive urgency or highlight opportunity", "familyLabel": null }, "matchId": "019deac5-4f93-75a8-adc7-249cdd43655e", "evidence": "Today vs 2009 leadership table (p.82), then European expansion thesis (p.84-85)", "position": 9, "objective": "Contrast Blue Owl Net Lease leadership with thinly-served European TAM", "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 82, "type": "setup", "title": "The slide uses a chronological comparison to demonstrate growth and market leadership.", "function": "compare_options", "rawType": "comparison_table", "block": null, "metadata": { "slideType": "comparison_table", "slideTypeCanon": { "name": "Comparison table", "slug": "comparison_table", "status": "active", "canonId": "019de52d-0a06-73f8-8813-fe022fab1de2", "version": 1, "description": null }, "function": "compare_options", "functionCanon": { "name": "Compare options", "slug": "compare_options", "status": "active", "canonId": "019de52d-167f-7038-aebc-70a9d2e0e33b", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 86, "componentCount": 15, "textChars": 894, "nDataPoints": 3, "notes": "The slide uses a chronological comparison to demonstrate growth and market leadership.", "elementsJson": [ "headline_text", "bullet_list", "callout_box" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:04.47+00", "seconds": 3.825, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/82", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-82", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Blue Owl was a first mover and pioneer of net lease in the private fund market 15 years ago – while new entrants have emerged, Blue Owl remains a dominant player.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:52+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b09-9c5a338044f4", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.45, "x": 0.03, "y": 0.41 }, "kind": "list", "text": "Raised Real Estate Fund I with $17 million of AUM", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.47+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0671c3f5-50b3-46f8-a14e-515df38fc5c5", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.45, "x": 0.03, "y": 0.25 }, "kind": "list", "text": "First and only net lease private equity firm to raise institutional capital", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.47+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4915b97e-39b2-4c14-bb36-99e954ba8950", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.45, "x": 0.51, "y": 0.53 }, "kind": "list", "text": "First and only diversified, investment-grade asset-backed securitization", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.47+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "501ef911-a276-4a83-adca-c62be2bbace5", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.51, "y": 0.62 }, "kind": "list", "text": "Executed largest net lease data center deal in sector history", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.47+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e053d63-e5cc-4ada-84df-80e661db587d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.51, "y": 0.39 }, "kind": "list", "text": "Raised more than 75% of dedicated net lease capital in the space", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.47+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6236181f-485a-4ef7-9aac-2cf8c9773255", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.51, "y": 0.32 }, "kind": "list", "text": "$34 billion of AUM", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.47+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a165225a-9490-46e3-901d-943caad5d22a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.51, "y": 0.46 }, "kind": "list", "text": "#1 net private wealth fund raiser across non-traded REITs", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.47+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c6e9b0bc-eb4c-45a6-a01f-3b3dcc7c1036", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.45, "x": 0.03, "y": 0.55 }, "kind": "list", "text": "Transacting primarily on one-off retail properties", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.47+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ea4a6f07-3963-4a10-b821-24a604600e02", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.51, "y": 0.25 }, "kind": "list", "text": "Largest institutional real estate fund raised in 2024", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.47+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f5d5549f-75bf-4c53-a22c-d3e442ba5192", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "AUM: $34 billion", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:52+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b09-a18fe68ebff0", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.76 }, "kind": "paragraph", "text": "Blue Owl was a first mover and pioneer of net lease in the private fund market 15 years ago – while new entrants have emerged, Blue Owl remains a dominant player¹", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.47+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "68987517-9016-4a29-a8a9-5a843c6e069b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.64, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Blue Owl Is the Leader in Net Lease Real Estate", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.47+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "948a3e3e-2519-4682-9f8d-dc25d93acdf9", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.07, "x": 0.73, "y": 0.13 }, "kind": "title", "text": "2024", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.47+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "63a5b59c-630d-450f-917c-16dfabed353d", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.07, "x": 0.25, "y": 0.13 }, "kind": "title", "text": "2009", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.47+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6ee65e5d-47c0-432f-a862-6c87f9e24e1d", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "block", "agents": [ "Storyteller" ], "matchId": "019deac5-615b-7055-beaf-bad1a9df9a23", "evidence": "Before-after structure for first-mover narrative", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 82, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Contrast Pairs", "slug": "contrast-pairs", "status": "active", "bestFor": null, "canonId": "019dd956-9b77-70d3-88b1-f34e26f60860", "version": 1, "bodyDocId": null, "description": "Creating tension through opposites: Before↔After, Problem↔Solution, Pain↔Relief", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-6137-731a-83b2-29f5a2178877", "evidence": "2009 vs 2024 chronological comparison", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 82, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 86, "from": 76, "loop": { "name": "04_tale_two_worlds", "slug": "04-tale-two-worlds", "status": "active", "bestFor": "Competitive analysis, benchmarking, case for change", "canonId": "019dd956-674f-750b-b15d-f082e2717f4e", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication", "description": "Show the gap between two states to drive urgency or highlight opportunity", "familyLabel": null }, "matchId": "019deac5-4f93-75a8-adc7-249cdd43655e", "evidence": "Today vs 2009 leadership table (p.82), then European expansion thesis (p.84-85)", "position": 9, "objective": "Contrast Blue Owl Net Lease leadership with thinly-served European TAM", "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 83, "type": "analysis", "title": "The chart uses a mix of historical data and future projections (marked with '?').", "function": "quantify_impact", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "balanced", "densityScore": 35, "componentCount": 5, "textChars": 305, "nDataPoints": 12, "notes": "The chart uses a mix of historical data and future projections (marked with '?').", "elementsJson": [ "headline_text", "bar_chart_vertical", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:05.882+00", "seconds": 5.084, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/83", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-83", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.75, "w": 0.94, "x": 0.03, "y": 0.145 }, "kind": "chart", "text": "Total Capital Raise by Fund Type", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.882+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4155b45f-ce31-4be4-9abc-adeb8ab70938", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.5, "x": 0.03, "y": 0.93 }, "kind": "disclaimer", "text": "Projections and forward-looking statements are based on various assumptions and there is no guarantee expectations will be achieved.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.882+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eb6dde43-9a9b-4f6a-8144-e705e1aa530f", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Total Capital Raise", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:50+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b08-aa0627e57f69", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Differentiated Performance Has Driven Strong Investor Demand", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.882+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9e5abe53-5c1e-4858-980d-afc2c009bedd", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.03, "y": 0.1 }, "kind": "title", "text": "And we expect to continue to scale new and existing strategies", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.882+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bd3b6f63-fccf-49a9-b656-4d869bedebb1", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 86, "from": 76, "loop": { "name": "04_tale_two_worlds", "slug": "04-tale-two-worlds", "status": "active", "bestFor": "Competitive analysis, benchmarking, case for change", "canonId": "019dd956-674f-750b-b15d-f082e2717f4e", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication", "description": "Show the gap between two states to drive urgency or highlight opportunity", "familyLabel": null }, "matchId": "019deac5-4f93-75a8-adc7-249cdd43655e", "evidence": "Today vs 2009 leadership table (p.82), then European expansion thesis (p.84-85)", "position": 9, "objective": "Contrast Blue Owl Net Lease leadership with thinly-served European TAM", "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 84, "type": "setup", "title": "Uses a map-based visual to illustrate market expansion.", "function": "present_solution", "rawType": "strategic_options", "block": null, "metadata": { "slideType": "strategic_options", "slideTypeCanon": { "name": "Strategic options", "slug": "strategic_options", "status": "active", "canonId": "019de52d-0c0d-745a-8f0a-50898a91cc12", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "dense", "densityScore": 66, "componentCount": 8, "textChars": 702, "nDataPoints": 0, "notes": "Uses a map-based visual to illustrate market expansion.", "elementsJson": [ "headline_text", "map", "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:03.672+00", "seconds": 2.78, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/84", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-84", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.15, "x": 0.08, "y": 0.42 }, "kind": "callout", "text": "Blue Owl – dominant market share in net lease", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:03.672+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a15c6460-505c-4df5-bad1-ea09e369fe86", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.78, "y": 0.42 }, "kind": "callout", "text": "Very few players in European net lease", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:03.672+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a922cac5-e4bc-4a08-a9ea-235976ab2414", "parentComponentId": null }, { "bbox": null, "kind": "callout", "text": "We expect to hold a similar leadership position in the European market, strengthening our partnerships with key multi-national tenants.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:50+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b07-8aecccb9d4c4", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.86, "x": 0.07, "y": 0.2 }, "kind": "image", "text": "Map showing connection between North America and Europe", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Map", "slug": "map", "status": "active", "canonId": "019de52c-fe4d-77bd-b0a4-d72d58b9e5a4", "version": 1, "description": null }, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:03.672+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a5f4331f-1c7a-458a-9936-8699365879e7", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.35, "x": 0.08, "y": 0.7 }, "kind": "paragraph", "text": "Despite significant interest from tenants with significant European footprint, Blue Owl has historically not been able to offer solutions abroad...", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:03.672+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "021fb84e-e695-464b-a726-1229c4ca1f5f", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.35, "x": 0.58, "y": 0.7 }, "kind": "paragraph", "text": "Until now. We expect to hold a similar leadership position in the European market, strengthening our partnerships with key multi-national tenants.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:03.672+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b8f7c78a-74ab-4bf6-97ae-8caa948dabf0", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.75, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Expansion into Europe Is a Logical Next Step for Net Lease", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:03.672+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6892480e-11de-4667-8fd0-a02b48bbf316", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.6, "x": 0.03, "y": 0.1 }, "kind": "title", "text": "Leveraging our scale and proprietary relationships to enter an untapped market", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:03.672+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "22a9a6ac-755c-4f10-a7fd-2b62ecd76b33", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Picture Superiority Effect", "slug": "picture-superiority-effect", "status": "active", "bestFor": null, "canonId": "019dd956-c201-7014-bb58-3e85e3e11dfd", "version": 1, "bodyDocId": null, "description": "Pictures remembered 6x better than words - prioritize visuals over text", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-61a4-77a4-80c3-f59d7b20058c", "evidence": "Map visual carries the expansion thesis", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 84, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-617f-777b-b6e1-1b5e9bce6cad", "evidence": "Callouts 'dominant share' / 'few players in EU'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 84, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 86, "from": 76, "loop": { "name": "04_tale_two_worlds", "slug": "04-tale-two-worlds", "status": "active", "bestFor": "Competitive analysis, benchmarking, case for change", "canonId": "019dd956-674f-750b-b15d-f082e2717f4e", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication", "description": "Show the gap between two states to drive urgency or highlight opportunity", "familyLabel": null }, "matchId": "019deac5-4f93-75a8-adc7-249cdd43655e", "evidence": "Today vs 2009 leadership table (p.82), then European expansion thesis (p.84-85)", "position": 9, "objective": "Contrast Blue Owl Net Lease leadership with thinly-served European TAM", "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 85, "type": "resolution", "title": "The slide uses a simple additive equation to illustrate the total addressable market size.", "function": "size_opportunity", "rawType": "market_sizing", "block": null, "metadata": { "slideType": "market_sizing", "slideTypeCanon": { "name": "Market sizing", "slug": "market_sizing", "status": "active", "canonId": "019de52d-08c8-756c-8664-733b73a7ee7b", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "dense", "densityScore": 55, "componentCount": 8, "textChars": 302, "nDataPoints": 3, "notes": "The slide uses a simple additive equation to illustrate the total addressable market size.", "elementsJson": [ "headline_text", "subtitle_text", "infographic", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:04.627+00", "seconds": 3.57, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/85", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-85", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Current market penetration of net lease is less than 1% globally", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:50+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b08-11c2f7aaa27f", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.18, "x": 0.028, "y": 0.93 }, "kind": "disclaimer", "text": "Please see endnotes for additional information.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.627+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4f70fc16-c291-462e-8c9f-72383b7d0d22", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.15, "x": 0.105, "y": 0.485 }, "kind": "metric", "text": "$11.9T", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.627+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c5093de4-2624-47a6-aca8-4d1337c639d0", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.15, "x": 0.41, "y": 0.485 }, "kind": "metric", "text": "$11.2T", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.627+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c605054e-6862-4299-87f6-66b9b2aa7063", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.15, "x": 0.75, "y": 0.485 }, "kind": "metric", "text": "$23T+", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.627+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f515e80a-32fe-460d-a9ed-629f1c526dca", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Total Addressable Market: $23T+", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:50+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b08-14c532fde453", "parentComponentId": null }, { "bbox": { "h": 0.14, "w": 0.86, "x": 0.028, "y": 0.045 }, "kind": "title", "text": "The Addressable Market in Triple Net Lease Vastly Overshadows Available Capital", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.627+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a822bec7-f8d7-4923-8d03-d89bc2946c8b", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.53, "x": 0.028, "y": 0.14 }, "kind": "title", "text": "Current market penetration of net lease is less than 1% globally", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.627+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "db959710-feac-4c2a-9497-b41d9531fb11", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-61c8-71cf-9814-87d342a93443", "evidence": "Callout 'less than 1% globally'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 85, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 86, "from": 76, "loop": { "name": "04_tale_two_worlds", "slug": "04-tale-two-worlds", "status": "active", "bestFor": "Competitive analysis, benchmarking, case for change", "canonId": "019dd956-674f-750b-b15d-f082e2717f4e", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication", "description": "Show the gap between two states to drive urgency or highlight opportunity", "familyLabel": null }, "matchId": "019deac5-4f93-75a8-adc7-249cdd43655e", "evidence": "Today vs 2009 leadership table (p.82), then European expansion thesis (p.84-85)", "position": 9, "objective": "Contrast Blue Owl Net Lease leadership with thinly-served European TAM", "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 86, "type": "analysis", "function": "size_opportunity", "rawType": "market_landscape", "block": null, "metadata": { "slideType": "market_landscape", "slideTypeCanon": { "name": "Market landscape", "slug": "market_landscape", "status": "active", "canonId": "019de52d-0b6d-75db-a946-9ac362e3afc2", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 77, "componentCount": 10, "textChars": 633, "nDataPoints": 4, "notes": null, "elementsJson": [ "headline_text", "bullet_list", "bar_chart_vertical", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:03.936+00", "seconds": 2.756, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/86", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-86", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Blue Owl Has Eclipsed the Rest of the Market in Dedicated Net Lease Capital Raising", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:50+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b08-e1df8f2ff1c7", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.45, "x": 0.48, "y": 0.32 }, "kind": "chart", "text": "Blue Owl vs Rest of Market Net Lease Capital Raising", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:03.936+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8aeaa6b4-2560-4271-963c-52076087e604", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.03, "y": 0.93 }, "kind": "disclaimer", "text": "Please see endnotes for additional information.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:03.936+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5078c7a5-ab88-45a4-85b0-aa63dc1faac7", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.43, "x": 0.03, "y": 0.63 }, "kind": "list", "text": "U.S. private manufacturing spend eclipsed $18 billion by the end of 2023", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:03.936+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "74c35a06-d660-4856-8ff2-54857b448c2e", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.43, "x": 0.03, "y": 0.39 }, "kind": "list", "text": "Digital Infrastructure market is expected to exceed $1 trillion of total construction need over the next few years", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:03.936+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "85542e4c-73d8-4f46-9245-51eacd594a9f", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.43, "x": 0.03, "y": 0.72 }, "kind": "list", "text": "Semiconductor market size expected to hit $1.9 trillion by 2032", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:03.936+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fc286d03-3ef5-45c5-9fc7-c923dd897429", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Market Share: 77%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:50+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b08-e63bd0284317", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.85, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Investing Behind Significant Secular Themes Requiring Scaled Capital", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:03.936+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2a959b22-c0e5-4bd2-8aad-db83d5e5edbf", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.48, "x": 0.46, "y": 0.18 }, "kind": "title", "text": "Blue Owl Has Eclipsed the Rest of the Market in Dedicated Net Lease Capital Raising", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:03.936+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6bf7d25e-c401-426f-a3f4-81f7a03195a8", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.43, "x": 0.03, "y": 0.21 }, "kind": "title", "text": "Meeting Sizeable Industry Needs...", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:03.936+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a02ee88a-f1dc-48da-b654-a2b612a2046e", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-61ed-754e-afb9-1049aa313aa9", "evidence": "Action title states secular themes", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 86, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 86, "from": 76, "loop": { "name": "04_tale_two_worlds", "slug": "04-tale-two-worlds", "status": "active", "bestFor": "Competitive analysis, benchmarking, case for change", "canonId": "019dd956-674f-750b-b15d-f082e2717f4e", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication", "description": "Show the gap between two states to drive urgency or highlight opportunity", "familyLabel": null }, "matchId": "019deac5-4f93-75a8-adc7-249cdd43655e", "evidence": "Today vs 2009 leadership table (p.82), then European expansion thesis (p.84-85)", "position": 9, "objective": "Contrast Blue Owl Net Lease leadership with thinly-served European TAM", "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 87, "type": "setup", "function": "front_matter", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 4, "componentCount": 2, "textChars": 74, "nDataPoints": 0, "notes": null, "elementsJson": [ "other" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:02.868+00", "seconds": 1.675, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/87", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-87", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.3, "x": 0.05, "y": 0.75 }, "kind": "paragraph", "text": "Jesse Hom\nCIO of Real Assets, Head of Real Estate Credit", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.868+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c416cc1b-35f1-4610-84cd-c38c0cf7cd46", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.4, "x": 0.05, "y": 0.45 }, "kind": "title", "text": "Real Estate Credit", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:02.868+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8f492011-c9e5-4376-9b96-cac1847b619b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [], "locked": true }, { "page": 88, "type": "setup", "title": "The slide combines qualitative investment focus areas with a quantitative market growth chart and three key performance indicators.", "function": "establish_context", "rawType": "executive_summary", "block": null, "metadata": { "slideType": "executive_summary", "slideTypeCanon": { "name": "Executive summary", "slug": "executive_summary", "status": "active", "canonId": "019de52d-06be-73ff-81b3-f99fe7f0025e", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "dense", "densityScore": 74, "componentCount": 9, "textChars": 571, "nDataPoints": 11, "notes": "The slide combines qualitative investment focus areas with a quantitative market growth chart and three key performance indicators.", "elementsJson": [ "headline_text", "bar_chart_vertical", "line_chart", "big_number", "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:08.007+00", "seconds": 6.324, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/88", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-88", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "SASB market experiencing exponential growth increasing at a 15.8% CAGR over the last decade.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:50+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b07-68810093fd52", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.55, "x": 0.42, "y": 0.15 }, "kind": "chart", "text": "Outstanding CMBS Single Asset Single Borrower (SASB) Volume '14-'24", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.007+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7e55782e-0ada-433c-b57c-74f9f55830c3", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.03, "y": 0.93 }, "kind": "disclaimer", "text": "Past performance does not guarantee future results. Please see endnotes for additional information.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.007+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "77c14ebf-c77d-4496-95f7-372e888ffe7c", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.3, "x": 0.04, "y": 0.18 }, "kind": "list", "text": "How We Invest: Securities, Private Loans. Where We Invest: Industrial, Retail, Hospitality, Rental housing, Data Center, Other.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.007+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b5062d88-be58-4aec-9d1f-2bc91583af1a", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.2, "x": 0.15, "y": 0.8 }, "kind": "metric", "text": "30+ year Track Record", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.007+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0a448d12-c997-4edb-a7f2-6e5d3ae7859d", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.2, "x": 0.4, "y": 0.8 }, "kind": "metric", "text": "<1bp Annual realized losses since inception", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.007+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "116ddb26-7927-4527-b5ad-37d0e9473c2c", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.2, "x": 0.65, "y": 0.8 }, "kind": "metric", "text": "#1 CMBS SASB risk retention investor", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.007+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a7142288-b2ac-4d36-a77d-4e03525dbc6d", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "CAGR: 15.8%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:50+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b07-6cb6523d16aa", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.8, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Introducing Prima: A Scaled Player in Public and Private Real Estate Credit", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.007+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6ac2faf4-dcdf-40b1-ae06-4845519c1d4d", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Annotation", "slug": "annotation", "status": "active", "bestFor": null, "canonId": "019dd956-b5b9-7668-bf0e-3af99823ec5c", "version": 1, "bodyDocId": null, "description": "Adding explanatory labels to highlight key data points", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-6211-71a5-8847-64b4d311a917", "evidence": "'15.8% CAGR' annotation", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 88, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 91, "from": 88, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "019deac5-4fb9-77af-9d38-1477735862db", "evidence": "$3tn maturity wall and asset-value reset framed as opportunity window (p.91)", "position": 10, "objective": "Make the case for Real Estate Credit timing", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 89, "type": "setup", "title": "The slide uses a stacked bar chart to represent the capital stack (LTV segments).", "function": "compare_options", "rawType": "comparison_table", "block": null, "metadata": { "slideType": "comparison_table", "slideTypeCanon": { "name": "Comparison table", "slug": "comparison_table", "status": "active", "canonId": "019de52d-0a06-73f8-8813-fe022fab1de2", "version": 1, "description": null }, "function": "compare_options", "functionCanon": { "name": "Compare options", "slug": "compare_options", "status": "active", "canonId": "019de52d-167f-7038-aebc-70a9d2e0e33b", "version": 1, "description": null }, "density": "balanced", "densityScore": 41, "componentCount": 6, "textChars": 277, "nDataPoints": 12, "notes": "The slide uses a stacked bar chart to represent the capital stack (LTV segments).", "elementsJson": [ "headline_text", "bar_chart_stacked", "callout_box" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:08.26+00", "seconds": 6.515, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/89", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-89", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.07, "w": 0.18, "x": 0.41, "y": 0.85 }, "kind": "callout", "text": "An Illustrative Example", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.26+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3d7a36f8-500a-4aaf-bc8f-8e844d475c8a", "parentComponentId": null }, { "bbox": null, "kind": "callout", "text": "Controlling more of the capital stack increases our value proposition to counterparties", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:50+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b08-4f5c3662ff37", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.75, "x": 0.13, "y": 0.248 }, "kind": "chart", "text": "Capital stack comparison", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.26+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2ac57152-86f9-489f-b77c-6669db22f53a", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "LTV", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:50+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b08-51496202d5dc", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.03, "y": 0.1 }, "kind": "title", "text": "Controlling more of the capital stack increases our value proposition to counterparties", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.26+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3f523db1-dcc5-4285-9966-b6d0582db556", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Expanding Our Deployment Universe As Part of Blue Owl", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.26+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a05c8122-f9f2-4824-9193-170fc068cd0a", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Contrast Pairs", "slug": "contrast-pairs", "status": "active", "bestFor": null, "canonId": "019dd956-9b77-70d3-88b1-f34e26f60860", "version": 1, "bodyDocId": null, "description": "Creating tension through opposites: Before↔After, Problem↔Solution, Pain↔Relief", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-6235-71f3-9b1d-f9ef30df51ae", "evidence": "Former Prima vs Blue Owl REC capital stack", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 89, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 91, "from": 88, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "019deac5-4fb9-77af-9d38-1477735862db", "evidence": "$3tn maturity wall and asset-value reset framed as opportunity window (p.91)", "position": 10, "objective": "Make the case for Real Estate Credit timing", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 90, "type": "resolution", "title": "The slide uses a bridge-like visual to connect the current CRE debt market to a larger TAM.", "function": "size_opportunity", "rawType": "market_sizing", "block": null, "metadata": { "slideType": "market_sizing", "slideTypeCanon": { "name": "Market sizing", "slug": "market_sizing", "status": "active", "canonId": "019de52d-08c8-756c-8664-733b73a7ee7b", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "dense", "densityScore": 56, "componentCount": 7, "textChars": 429, "nDataPoints": 7, "notes": "The slide uses a bridge-like visual to connect the current CRE debt market to a larger TAM.", "elementsJson": [ "donut_chart", "callout_box", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:04.529+00", "seconds": 2.591, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/90", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-90", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.16, "x": 0.83, "y": 0.34 }, "kind": "callout", "text": "Potential market increases over 3x when including potential (1) net lease and (2) digital infrastructure lending opportunities.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.529+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2944e2d3-228d-45cb-850e-5a3c9e38496a", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.16, "x": 0.01, "y": 0.35 }, "kind": "callout", "text": "Largest capital provider to the CRE market (banks) in secular pullback", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.529+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6206aa6c-7480-420f-a177-c954ff06eefa", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.25, "x": 0.18, "y": 0.21 }, "kind": "chart", "text": "Commercial Real Estate Mortgage Debt Outstanding", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.529+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a844d863-5c87-46f0-abad-2189e4c4721e", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.25, "x": 0.55, "y": 0.21 }, "kind": "chart", "text": "Total Potential Addressable Market", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.529+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f7c1a5e2-09bb-469d-86ab-1672e2f65460", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.03, "y": 0.94 }, "kind": "disclaimer", "text": "Please see endnotes for additional information.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.529+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "945f5f91-2d83-4a88-ac9b-a85ea0945cdb", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Total Addressable Market: $20+ Trillion", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:50+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b07-e7526dcc6e45", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.88, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "A Massive Market with Traditional Financing Sources Pulling Back", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.529+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f4799d10-0d73-4de1-b3b5-8838f4b410de", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Metaphor & Analogy", "slug": "metaphor-analogy", "status": "active", "bestFor": null, "canonId": "019dd956-adea-7729-bca1-70810d6238a9", "version": 1, "bodyDocId": null, "description": "Making abstract concepts concrete through familiar comparisons", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-6259-7266-a344-37ae55a5915d", "evidence": "Bridge visual connects current to TAM", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 90, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 91, "from": 88, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "019deac5-4fb9-77af-9d38-1477735862db", "evidence": "$3tn maturity wall and asset-value reset framed as opportunity window (p.91)", "position": 10, "objective": "Make the case for Real Estate Credit timing", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 91, "type": "analysis", "title": "The slide uses two charts to frame a 'buy-side' or 'lending-side' opportunity: one showing asset devaluation (risk reduction) and one showing a debt maturity wa", "function": "size_opportunity", "rawType": "market_landscape", "block": null, "metadata": { "slideType": "market_landscape", "slideTypeCanon": { "name": "Market landscape", "slug": "market_landscape", "status": "active", "canonId": "019de52d-0b6d-75db-a946-9ac362e3afc2", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 81, "componentCount": 9, "textChars": 787, "nDataPoints": 22, "notes": "The slide uses two charts to frame a 'buy-side' or 'lending-side' opportunity: one showing asset devaluation (risk reduction) and one showing a debt maturity wall (financing need).", "elementsJson": [ "headline_text", "bar_chart_vertical", "bar_chart_stacked", "callout_box", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:05.402+00", "seconds": 3.334, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/91", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-91", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.28, "x": 0.12, "y": 0.75 }, "kind": "callout", "text": "Real estate values have declined meaningfully since their peak in 2022, presenting an opportunity to lend against substantially de-risked values", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.402+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "97f213f2-02df-4763-8320-d2ad81127a45", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.28, "x": 0.6, "y": 0.75 }, "kind": "callout", "text": "~$3tn of mortgage loans maturing in 2025-2029¹, creating an opportunity to lend at higher spreads and lower LTVs", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.402+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fe6dde0b-1734-4c66-902c-57b4cf3e2209", "parentComponentId": null }, { "bbox": null, "kind": "callout", "text": "Real estate values have declined meaningfully since their peak in 2022, presenting an opportunity to lend against substantially de-risked values; ~$3tn of mortgage loans maturing in 2025-2029, creating an opportunity to lend at higher spreads and lower LTVs.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:50+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b08-653819be777a", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.4, "x": 0.55, "y": 0.16 }, "kind": "chart", "text": "Commercial Real Estate Debt Maturities ($bn)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.402+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a94b8f59-044b-453b-b839-3b31bb2cd09f", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.4, "x": 0.05, "y": 0.16 }, "kind": "chart", "text": "U.S. Commercial Real Estate Value Decline (2022 – 2023)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.402+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1b8fd847-3bf4-4292-ac3e-ba0fe0e84363", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "CRE Debt Maturities: $3tn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:50+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b08-6ad5ef231cc1", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.02, "y": 0.94 }, "kind": "source-note", "text": "Please see endnotes for additional information.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.402+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3b95c169-b27c-42aa-920f-9f8083daab96", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.02, "y": 0.04 }, "kind": "title", "text": "The Pending Maturity Wall in CRE Presents Opportunity", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.402+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eaa9e080-e60e-4b7f-bc11-f19e87ad2f72", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.02, "y": 0.09 }, "kind": "title", "text": "And CRE value declines create better entry points", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.402+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "daaf317a-8afd-471c-888a-fc2b75402c58", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "4cb4704d-809a-431b-93f7-4c35ed489b6c", "evidence": "The Pending Maturity Wall in CRE Presents Opportunity", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-16 22:03:13.225147+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 91, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-627c-756a-a261-d6aa4726227a", "evidence": "Action title 'Maturity Wall Presents Opportunity'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 91, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-62a1-76a3-9168-41d259f86264", "evidence": "Callout '$3tn maturing 2025-2029'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 91, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "675c49b7-0dea-44d7-86b7-d1c8a6964d1e", "evidence": "chart/bar-vertical: U.S. Commercial Real Estate Value Decline (2022 – 2023)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:03:13.185186+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 91, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 91, "from": 88, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "019deac5-4fb9-77af-9d38-1477735862db", "evidence": "$3tn maturity wall and asset-value reset framed as opportunity window (p.91)", "position": 10, "objective": "Make the case for Real Estate Credit timing", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 92, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 4, "componentCount": 2, "textChars": 65, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:06.337+00", "seconds": 4.134, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/92", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-92", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.2, "x": 0.05, "y": 0.75 }, "kind": "paragraph", "text": "Matt A'Hearn\nHead of Digital Infrastructure", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:06.337+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c7abf96f-c7b4-4729-8d88-bb1c993fa893", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.5, "x": 0.05, "y": 0.45 }, "kind": "title", "text": "Digital Infrastructure", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:06.337+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "590f8829-24b3-4999-975e-5cbc880c3129", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [], "locked": true }, { "page": 93, "type": "setup", "title": "Includes logos of portfolio companies: Beale Infrastructure, STACK Infrastructure, DF&I, and RadiusDC.", "function": "establish_context", "rawType": "geographic_map", "block": null, "metadata": { "slideType": "geographic_map", "slideTypeCanon": { "name": "Geographic map", "slug": "geographic_map", "status": "active", "canonId": "019de52d-09de-7153-8845-584c1a9d0c83", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "dense", "densityScore": 66, "componentCount": 10, "textChars": 343, "nDataPoints": 5, "notes": "Includes logos of portfolio companies: Beale Infrastructure, STACK Infrastructure, DF&I, and RadiusDC.", "elementsJson": [ "map", "big_number", "logo_grid", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:05.262+00", "seconds": 2.965, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/93", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-93", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.25, "x": 0.028, "y": 0.93 }, "kind": "disclaimer", "text": "Expansion options and JV holdings are included where applicable. PROPRIETARY AND CONFIDENTIAL", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.262+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6f0bdf6f-c08f-499c-9a70-99568ce5ba03", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.24, "x": 0.73, "y": 0.02 }, "kind": "image", "text": "Portfolio company logos", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.262+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b60899cc-9c29-4f07-a818-7f041b5df0f0", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.94, "x": 0.028, "y": 0.12 }, "kind": "image", "text": "World map with location markers", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Map", "slug": "map", "status": "active", "canonId": "019de52c-fe4d-77bd-b0a4-d72d58b9e5a4", "version": 1, "description": null }, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.262+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "98d58cc3-9872-4d85-ab22-154a1a2cd3d1", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.16, "y": 0.7 }, "kind": "metric", "text": "29 Markets", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.262+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1c453cd5-0a11-42cb-a7dc-6134fc07aad6", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.18, "x": 0.05, "y": 0.53 }, "kind": "metric", "text": "~2.9GW Leased Capacity", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.262+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "202ffceb-2211-4fc4-b9aa-a28c472f34ff", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.2, "x": 0.21, "y": 0.53 }, "kind": "metric", "text": "85 Operational & Under Construction Facilities", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.262+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "84761308-8757-44d7-8342-d6174f139ecc", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.18, "x": 0.38, "y": 0.53 }, "kind": "metric", "text": "930+ Portfolio Company FTEs", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.262+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "85225b80-4fda-4989-88fa-335936a6fb94", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.18, "x": 0.32, "y": 0.7 }, "kind": "metric", "text": "95% Investment Grade Tenants", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.262+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a3aa4ae4-6a40-47b1-934d-dfa52132f4d9", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Leased Capacity: ~2.9GW", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:52+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b09-2563b886154d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.55, "x": 0.028, "y": 0.038 }, "kind": "title", "text": "Blue Owl Digital Infrastructure Overview", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.262+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f1b9d2db-82a7-4b7b-b955-d40ec3171814", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Grid System", "slug": "grid-system", "status": "active", "bestFor": null, "canonId": "019dd956-b745-710f-8b70-825c603b1163", "version": 1, "bodyDocId": null, "description": "Aligning elements to invisible grid for visual harmony", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-62c5-71e3-9d48-48931d831da0", "evidence": "Map + metrics grid layout", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 93, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Map / spatial", "slug": "map-spatial", "status": "active", "bestFor": null, "canonId": "019dd9e1-4f52-724d-8b4e-b5ed8925a0a0", "version": 1, "bodyDocId": null, "description": "Geographic or spatial visualisation.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "7395e25c-4918-423f-bb1c-07ec39cde445", "evidence": "image/map: World map with location markers", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:03:13.340889+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 93, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 100, "from": 93, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "019deac5-4fdc-7678-a552-33fd1e57a930", "evidence": "$1.1tn build need, supply/demand imbalance, vacancy compression (p.94-95)", "position": 11, "objective": "Frame Digital Infrastructure as a generational opportunity", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 94, "type": "analysis", "title": "The chart uses a combination of a line graph for capacity and a stacked area chart for revenue projections.", "function": "size_opportunity", "rawType": "market_landscape", "block": null, "metadata": { "slideType": "market_landscape", "slideTypeCanon": { "name": "Market landscape", "slug": "market_landscape", "status": "active", "canonId": "019de52d-0b6d-75db-a946-9ac362e3afc2", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "dense", "densityScore": 68, "componentCount": 7, "textChars": 734, "nDataPoints": 26, "notes": "The chart uses a combination of a line graph for capacity and a stacked area chart for revenue projections.", "elementsJson": [ "headline_text", "subtitle_text", "area_chart", "line_chart", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:04.737+00", "seconds": 2.357, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/94", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-94", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Scale, vertical integration, and Blue Owl Digital Infrastructure’s dedicated focus positions us well in the growing marketplace", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:52+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b09-ce6a476cf334", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.95, "x": 0.03, "y": 0.22 }, "kind": "chart", "text": "Blue Owl Digital Infrastructure Capacity Capturing Hyperscale Cloud and Global AI Market Opportunity", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked area chart", "slug": "area-stacked", "status": "active", "canonId": "019de52c-ffb1-75fa-a614-76782f418cf1", "version": 1, "description": null }, "framework": null }, "subkind": "area-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.737+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5b5de20a-d582-47b9-98a4-11a87976de1b", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.03, "y": 0.93 }, "kind": "disclaimer", "text": "Projections and forward-looking statements are based on various assumptions and there is no guarantee expectations will be achieved. Please see endnotes for additional information.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.737+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8ccbb15f-c3e9-4184-b7d7-c32c0f5cee9c", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.3, "x": 0.13, "y": 0.32 }, "kind": "legend", "text": "Global Hyperscale Cloud Revenue ($bn); Global AI Cloud Revenue ($bn); Blue Owl Digital Infrastructure Leased Capacity (GW)", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.737+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "32d4445a-3753-4c32-835f-da89b098c90c", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Leased Capacity (GW): 3.0 GW", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:52+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b09-d2b636173655", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.9, "x": 0.03, "y": 0.09 }, "kind": "title", "text": "Scale, vertical integration, and Blue Owl Digital Infrastructure’s dedicated focus positions us well in the growing marketplace", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.737+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a68c33fb-fcc9-4d2c-9934-146a601691a3", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "A Long Track Record Focused Solely on Data Centers", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:04.737+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eb58512b-164e-4a3c-b3ba-20af999b0107", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Annotation", "slug": "annotation", "status": "active", "bestFor": null, "canonId": "019dd956-b5b9-7668-bf0e-3af99823ec5c", "version": 1, "bodyDocId": null, "description": "Adding explanatory labels to highlight key data points", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-62e9-774a-be5d-afcd56af0b9e", "evidence": "Annotated dual-axis growth chart", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 94, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-630e-74d0-bedc-09c849341c2b", "evidence": "Callout on scale/vertical integration", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 94, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 100, "from": 93, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "019deac5-4fdc-7678-a552-33fd1e57a930", "evidence": "$1.1tn build need, supply/demand imbalance, vacancy compression (p.94-95)", "position": 11, "objective": "Frame Digital Infrastructure as a generational opportunity", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 95, "type": "analysis", "title": "The slide uses a combination of a custom bar chart for lease/build ratios and a flow diagram for vacancy rate trends.", "function": "analyze_data", "rawType": "market_landscape", "block": null, "metadata": { "slideType": "market_landscape", "slideTypeCanon": { "name": "Market landscape", "slug": "market_landscape", "status": "active", "canonId": "019de52d-0b6d-75db-a946-9ac362e3afc2", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 61, "componentCount": 8, "textChars": 372, "nDataPoints": 15, "notes": "The slide uses a combination of a custom bar chart for lease/build ratios and a flow diagram for vacancy rate trends.", "elementsJson": [ "headline_text", "bar_chart_horizontal", "infographic", "callout_box", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:05.692+00", "seconds": 3.237, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/95", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-95", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.3, "x": 0.6, "y": 0.8 }, "kind": "callout", "text": "YoY change in hyperscale rental rates grew at a 21% CAGR from 2020 – 2024", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.692+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9688f8f1-de05-449d-ba9d-14e4b4811db4", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.45, "x": 0.5, "y": 0.15 }, "kind": "chart", "text": "Limited Supply: Primary Market Vacancy Rates", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Horizontal bar chart", "slug": "bar-horizontal", "status": "active", "canonId": "019de52c-fec4-7221-986b-1cb5f5e84b1f", "version": 1, "description": null }, "framework": null }, "subkind": "bar-horizontal", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.692+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d1a83eef-36db-40b8-ba17-ab7be4fe6566", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.45, "x": 0.03, "y": 0.15 }, "kind": "chart", "text": "Hyperscalers are increasingly looking to lease data centers", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.692+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d5582330-86e9-42c6-8f3f-f2d95437c6b1", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.03, "y": 0.95 }, "kind": "disclaimer", "text": "Please see endnotes for additional information.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.692+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fa2384f2-48b7-4a07-b7e0-014a949bae9c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.13, "y": 0.85 }, "kind": "legend", "text": "Indicates Current Proportion of Lease vs. Build", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.692+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9c181a87-33c0-406e-b0ff-f94e22d3426a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.5, "y": 0.2 }, "kind": "legend", "text": "3-Year Trailing Avg. / 2Q24", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.692+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f74ff324-5f59-4223-8d53-39e36615b11a", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Vacancy Rate: 2%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:50+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b08-c7ce81ab9ff1", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.8, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "Significant Capital Demand with Systemic Supply Constraints", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.692+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "94ca0155-e221-4013-a32b-a485f02ff471", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Annotation", "slug": "annotation", "status": "active", "bestFor": null, "canonId": "019dd956-b5b9-7668-bf0e-3af99823ec5c", "version": 1, "bodyDocId": null, "description": "Adding explanatory labels to highlight key data points", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-6332-779d-ad37-3ad95b591936", "evidence": "'21% CAGR' annotation", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 95, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 100, "from": 93, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "019deac5-4fdc-7678-a552-33fd1e57a930", "evidence": "$1.1tn build need, supply/demand imbalance, vacancy compression (p.94-95)", "position": 11, "objective": "Frame Digital Infrastructure as a generational opportunity", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 96, "type": "setup", "function": "summarize", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 72, "componentCount": 7, "textChars": 1296, "nDataPoints": 3, "notes": null, "elementsJson": [ "action_title", "icon_grid" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:10.645+00", "seconds": 8.154, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/96", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-96", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.15, "x": 0.03, "y": 0.95 }, "kind": "disclaimer", "text": "For illustrative purposes only.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.645+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "648e2c0d-f564-46cd-a66e-81492e43cad8", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.18, "x": 0.43, "y": 0.25 }, "kind": "list", "text": "Scale Execution: Vertically integrated approach for efficient problem solving and value creation. Quality & consistency in customer experience. Local \"boots on the ground\" with global market nuance familiarities.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.645+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "31c32a31-ee8d-4c0a-8e98-c9147c12f802", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.18, "x": 0.63, "y": 0.25 }, "kind": "list", "text": "Scale Team: 45+ person Digital Infrastructure team, 100% dedicated to investing in digital infrastructure serving hyperscale needs. Global presence across offices in the US, Europe, and Asia. 900+ Global STACK team, 100% dedicated to data centers.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.645+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3fc1e91e-f936-43f8-bad5-881078a88788", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.18, "x": 0.03, "y": 0.25 }, "kind": "list", "text": "Scale Partnership: Creative solution provider with broad capabilities across entire operating and development spectrum, serving tailored hyperscaler needs. Hyperscale preference for consolidated relationships on a global basis.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.645+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7a56ed9f-f7df-47d2-af68-a80a99a0f9ce", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.18, "x": 0.83, "y": 0.25 }, "kind": "list", "text": "Scale Capital: Sizable fund series, providing scale for capital intense projects. JV partners, lenders, and creative capitalization structures. Global investor base. ICONIQ partnership provides tech insights and strategic capital sources.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.645+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c0abc1d9-6e0f-4aa5-b3aa-ce649dbfd798", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.18, "x": 0.23, "y": 0.25 }, "kind": "list", "text": "Scale Global Sites: Rise in data creation driving demand for increasingly large sites with power. Local presence & existing relationships to navigate supply / power constrained markets. \"Network effect\" fuels campus expansions. \"Land & expand\" strategy for speed & flexibility.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.645+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c2cbe368-593e-49c4-905f-2c4b59e8b6f7", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Scale and Capabilities Drive Relevancy in Digital Infrastructure", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.645+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "779866a5-4bd2-4c87-a0d4-fac6efce6eda", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Three Pillars", "slug": "three-pillars", "status": "active", "bestFor": null, "canonId": "019dd956-81ef-7455-a365-b234d95a6bbb", "version": 1, "bodyDocId": null, "description": "Three major supporting arguments that are MECE and address key concerns", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019deac5-6356-72cf-9c93-2e1020c3e7b7", "evidence": "Five pillars (Partnership/Sites/Execution/Team/Capital)", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 96, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "3c603df9-8bbd-4e38-b410-ab1b92ad2048", "evidence": "list/bullet: Scale Global Sites: Rise in data creation driving demand for increasingly large sites with power.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:03:13.497295+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 96, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 100, "from": 93, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "019deac5-4fdc-7678-a552-33fd1e57a930", "evidence": "$1.1tn build need, supply/demand imbalance, vacancy compression (p.94-95)", "position": 11, "objective": "Frame Digital Infrastructure as a generational opportunity", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 97, "type": "analysis", "title": "The slide uses a hub-and-spoke style layout to position Blue Owl between two key stakeholder groups.", "function": "frame_problem", "rawType": "market_landscape", "block": null, "metadata": { "slideType": "market_landscape", "slideTypeCanon": { "name": "Market landscape", "slug": "market_landscape", "status": "active", "canonId": "019de52d-0b6d-75db-a946-9ac362e3afc2", "version": 1, "description": null }, "function": "frame_problem", "functionCanon": { "name": "Frame problem", "slug": "frame_problem", "status": "active", "canonId": "019de52d-13db-753e-ad70-e9b2d0dab398", "version": 1, "description": null }, "density": "dense", "densityScore": 57, "componentCount": 6, "textChars": 1009, "nDataPoints": 0, "notes": "The slide uses a hub-and-spoke style layout to position Blue Owl between two key stakeholder groups.", "elementsJson": [ "headline_text", "bullet_list", "callout_box" ], "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:05.421+00", "seconds": 2.764, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/97", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-97", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.13, "x": 0.27, "y": 0.445 }, "kind": "callout", "text": "Blue Owl Digital Infrastructure", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.421+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0b604101-c112-4802-b7f3-c7d9dd7c67e6", "parentComponentId": null }, { "bbox": null, "kind": "callout", "text": "Hyperscalers are looking for trusted partners to build and manage their most mission critical assets. While investors are looking for differentiated ways to invest behind the AI theme.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:50+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b07-ff7ac780eae1", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.26, "x": 0.05, "y": 0.2 }, "kind": "list", "text": "What We Offer Hyperscalers: Long-standing development and operations expertise, Vertical integration, A trusted partner with a long track record to finance their most mission-critical assets, Flexible and scaled solutions, Deep pools of long-duration capital, Global presence", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.421+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "338c446a-8ba5-4aef-874c-504a28d9a9fa", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.22, "x": 0.44, "y": 0.18 }, "kind": "list", "text": "What We Offer Investors: Product differentiation, Long track record, Income generation / downside protection, Investment grade exposure with potential for opportunistic returns, A new access point to invest behind the transformational power of AI, The only pure-play data center focused fund of size", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.421+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e4dd7d27-4c34-4a34-8388-5bd4478d8083", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.28, "x": 0.69, "y": 0.2 }, "kind": "paragraph", "text": "Hyperscalers are looking for trusted partners to build and manage their most mission critical assets. While investors are looking for differentiated ways to invest behind the AI theme", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.421+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e4271e2-84d9-43db-8962-11a593eba1c5", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.45, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "The Barriers to Entry Are Significant", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.421+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "44371721-2f63-45a7-870b-a77895682f6c", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-637b-77b9-b1cc-bb988fb5b38c", "evidence": "Hub-spoke layout articulates value to both sides", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 97, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 100, "from": 93, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "019deac5-4fdc-7678-a552-33fd1e57a930", "evidence": "$1.1tn build need, supply/demand imbalance, vacancy compression (p.94-95)", "position": 11, "objective": "Frame Digital Infrastructure as a generational opportunity", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 98, "type": "setup", "function": "transition", "rawType": "transition", "block": null, "metadata": { "slideType": "transition", "slideTypeCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-0693-7766-9f05-887f41f8e41e", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 2, "componentCount": 1, "textChars": 48, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:05.067+00", "seconds": 2.351, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/98", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-98", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.2, "w": 0.5, "x": 0.05, "y": 0.4 }, "kind": "title", "text": "We're just getting started across Real Assets...", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.067+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ee120261-d934-412a-8121-4140c653ef98", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 100, "from": 93, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "019deac5-4fdc-7678-a552-33fd1e57a930", "evidence": "$1.1tn build need, supply/demand imbalance, vacancy compression (p.94-95)", "position": 11, "objective": "Frame Digital Infrastructure as a generational opportunity", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 99, "type": "appendix", "title": "The slide uses a central logo as a hub for the four quadrants.", "function": "present_solution", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "balanced", "densityScore": 31, "componentCount": 6, "textChars": 194, "nDataPoints": 0, "notes": "The slide uses a central logo as a hub for the four quadrants.", "elementsJson": [ "headline_text", "icon_grid" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:05.368+00", "seconds": 2.464, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/99", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-99", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.45, "x": 0.52, "y": 0.555 }, "kind": "framework", "text": "Robust Platform Support", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.368+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3ab795fb-602e-4451-9389-ccdd47a035c9", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.45, "x": 0.52, "y": 0.145 }, "kind": "framework", "text": "Broadened Origination Capabilities", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.368+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "56bc1f50-5729-477e-8f78-40de7e184e70", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.45, "x": 0.03, "y": 0.555 }, "kind": "framework", "text": "Enhanced Investment & Underwriting Capabilities", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.368+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d41911b0-4810-4c7f-97e1-d6dd9c1f44c0", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.45, "x": 0.03, "y": 0.145 }, "kind": "framework", "text": "Scaled & Permanent Capital Formation", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.368+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fb6f60c7-2314-4089-9952-28aabf4acbbc", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.2, "x": 0.4, "y": 0.45 }, "kind": "image", "text": "BLUE OWL", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.368+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cd1e0786-07ba-4f4f-a3dc-55a8f9d17ad1", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.65, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "The Power of the Blue Owl Real Assets Platform", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.368+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "82ab1c58-fde1-4a91-9fc8-bc12f9e3f770", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-639f-776f-a2a8-7ba511727898", "evidence": "Title 'Power of the Platform'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 99, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Grid System", "slug": "grid-system", "status": "active", "bestFor": null, "canonId": "019dd956-b745-710f-8b70-825c603b1163", "version": 1, "bodyDocId": null, "description": "Aligning elements to invisible grid for visual harmony", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-63c3-773b-9882-bb59b851ec81", "evidence": "Verified 2x2 quadrant layout (image)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 99, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Picture Superiority Effect", "slug": "picture-superiority-effect", "status": "active", "bestFor": null, "canonId": "019dd956-c201-7014-bb58-3e85e3e11dfd", "version": 1, "bodyDocId": null, "description": "Pictures remembered 6x better than words - prioritize visuals over text", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-63e7-732e-813c-c26dd73f9bbd", "evidence": "Icon-driven visual layout", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 99, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "019deac5-7028-757a-87a0-6938634d7cc5", "evidence": "Verified 2x2 quadrant layout with central Blue Owl logo", "framework": null, "confidence": 95, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 99, "frameworkName": "2x2 Matrix" } ], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 100, "from": 93, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "019deac5-4fdc-7678-a552-33fd1e57a930", "evidence": "$1.1tn build need, supply/demand imbalance, vacancy compression (p.94-95)", "position": 11, "objective": "Frame Digital Infrastructure as a generational opportunity", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 100, "type": "resolution", "title": "The chart shows a stacked bar growth from $16bn to $64bn, with the 2024 bar including a pro-forma component for IPI acquisition.", "function": "quantify_impact", "rawType": "business_case", "block": null, "metadata": { "slideType": "business_case", "slideTypeCanon": { "name": "Business case", "slug": "business_case", "status": "active", "canonId": "019de52d-0e16-7764-9eec-dceac9d5f517", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "balanced", "densityScore": 30, "componentCount": 4, "textChars": 371, "nDataPoints": 5, "notes": "The chart shows a stacked bar growth from $16bn to $64bn, with the 2024 bar including a pro-forma component for IPI acquisition.", "elementsJson": [ "bar_chart_stacked", "callout_box" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:05.232+00", "seconds": 2.157, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/100", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-100", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.45, "x": 0.05, "y": 0.2 }, "kind": "chart", "text": "Blue Owl Real Assets AUM", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.232+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b0cbbb21-33ef-4b33-bd77-c99bc623ed89", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.44, "x": 0.53, "y": 0.2 }, "kind": "list", "text": "Next vintage flagship products in Net Lease and Digital Infrastructure; Launch of new Digital Infrastructure product in Private Wealth channel and ongoing expansion of ORENT globally; Continued solutions for Insurance channel; Scaling of newer strategies", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.232+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6067e008-9cd8-4d53-ac8a-4d32d54c258d", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "AUM: $64bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:54+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0a-bed1646fbd3d", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Real Assets Has Been Our Fastest Growing Platform... And We Think That Can Continue", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.232+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "442a9082-2f48-40df-b39a-396f64067c1e", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-640c-722e-8593-aebf2870529b", "evidence": "Action title 'Fastest Growing Platform'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 100, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 100, "from": 93, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "019deac5-4fdc-7678-a552-33fd1e57a930", "evidence": "$1.1tn build need, supply/demand imbalance, vacancy compression (p.94-95)", "position": 11, "objective": "Frame Digital Infrastructure as a generational opportunity", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 101, "type": "resolution", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 32, "componentCount": 2, "textChars": 839, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text", "numbered_list" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:05.579+00", "seconds": 2.452, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/101", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-101", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.8, "w": 0.6, "x": 0.35, "y": 0.1 }, "kind": "list", "text": "1. Our Real Assets business is financing the most mission-critical assets across massive secular themes such as AI and onshoring. 2. Scale matters greatly, and we are one of the market leaders in Net Lease and Digital Infrastructure, in consolidating and growing markets. 3. Each of the markets we're in numbers in the trillions of dollars, offering an extremely long runway for growth. 4. Our strategies align with Blue Owl's DNA of creating positive investor outcomes through principal protection and income generation. 5. We have outpaced the industry in capital raising through unfavorable markets – what could we achieve with a better market backdrop? 6. Innovation underpins our business strategy – we will continue to lean in on the meaningful market opportunities we see across investing and capital raising.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.579+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9dc39c5b-9fa0-458a-b601-e63de17c3fab", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.25, "x": 0.05, "y": 0.13 }, "kind": "title", "text": "Key Takeaways For Today", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.579+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2de586d8-a960-4a29-b932-f2c55cadf04b", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Closing Techniques", "slug": "closing-techniques", "status": "active", "bestFor": null, "canonId": "019dd956-af13-774b-a4fd-7db0a3a88d51", "version": 1, "bodyDocId": null, "description": "Strong endings: Callback, challenge, vision, clear CTA, memorable line", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-6430-735c-9bfc-5431a331c741", "evidence": "Section key takeaways", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 101, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 101, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 33, "name": "What Is", "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Each segment's current platform and track record", "position": 3, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [], "locked": true }, { "page": 102, "type": "setup", "function": "front_matter", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 4, "componentCount": 2, "textChars": 75, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:05.078+00", "seconds": 1.669, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/102", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-102", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.5, "x": 0.05, "y": 0.5 }, "kind": "title", "text": "The Future of Data Centers", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.078+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3a2ba9b8-d53f-47c6-a9dd-31fe2ebc5d35", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.65 }, "kind": "title", "text": "Fireside Chat with Doug Ostrover and Divesh Makan", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.078+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "17fcf36c-2968-45a6-9699-ba2d28d8b63b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [], "locked": true }, { "page": 103, "type": "setup", "function": "transition", "rawType": "transition", "block": null, "metadata": { "slideType": "transition", "slideTypeCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-0693-7766-9f05-887f41f8e41e", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 2, "componentCount": 2, "textChars": 26, "nDataPoints": 0, "notes": null, "elementsJson": [ "logo_grid" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:05.636+00", "seconds": 1.947, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/103", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-103", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.18, "x": 0.41, "y": 0.37 }, "kind": "image", "text": "Blue Owl logo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.636+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8b141085-1f80-451f-a487-cb451f418ef3", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.32, "x": 0.34, "y": 0.49 }, "kind": "title", "text": "A Short Break", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.636+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ddee56db-d67d-4e35-926f-356a24f814d5", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [], "locked": true }, { "page": 104, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 4, "componentCount": 2, "textChars": 82, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:05.576+00", "seconds": 1.713, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/104", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-104", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.6 }, "kind": "paragraph", "text": "Panel Discussion with Marc Lipschultz, Marc Zahr, and Ivan Zinn", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.576+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4bea479c-f155-4425-9b60-581495fa6e8e", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.5, "x": 0.05, "y": 0.45 }, "kind": "title", "text": "M&A: Our Key Tenets", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:05.576+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bc996fb7-0c6a-40d5-97ce-d26f7dd491ec", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [], "locked": true }, { "page": 105, "type": "setup", "title": "The slide uses a 'Buy vs Build' logic flow to explain the M&A strategy.", "function": "present_solution", "rawType": "strategic_options", "block": null, "metadata": { "slideType": "strategic_options", "slideTypeCanon": { "name": "Strategic options", "slug": "strategic_options", "status": "active", "canonId": "019de52d-0c0d-745a-8f0a-50898a91cc12", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "balanced", "densityScore": 28, "componentCount": 4, "textChars": 363, "nDataPoints": 2, "notes": "The slide uses a 'Buy vs Build' logic flow to explain the M&A strategy.", "elementsJson": [ "headline_text", "bullet_list", "process_diagram" ], "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:07.059+00", "seconds": 3.019, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/105", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-105", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.01, "x": 0.045, "y": 0.035 }, "kind": "diagram", "text": "IF BUY THEN BUILD", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:07.059+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a5088e20-ff91-4924-ae64-0fbd2cba33ad", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.04, "x": 0.057, "y": 0.015 }, "kind": "list", "text": "Roll out the Blue Owl M&A playbook: Prioritize founders, align incentives, purchase price discipline, moderate transaction size, and product/distribution expansion.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:07.059+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2d6c4934-9a89-46c5-bfac-a6b58b95b8d5", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.4, "x": 0.05, "y": 0.0018 }, "kind": "list", "text": "Identify areas of the market with: Demand for capital, inflection points, TAM, adjacencies, and Blue Owl acceleration.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:07.059+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "76e889c1-b73d-4586-b828-4d06e0bbad12", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.94, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "Our Hybrid M&A Strategy Is a Complement to Robust Organic Growth", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:07.059+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "88db7437-74c7-46a5-b4bb-57a9ac49080e", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Contrast Pairs", "slug": "contrast-pairs", "status": "active", "bestFor": null, "canonId": "019dd956-9b77-70d3-88b1-f34e26f60860", "version": 1, "bodyDocId": null, "description": "Creating tension through opposites: Before↔After, Problem↔Solution, Pain↔Relief", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-6455-74aa-ac22-21c907c10205", "evidence": "Buy vs Build logic flow", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 105, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "AIDA Model", "slug": "aida-model", "status": "active", "bestFor": null, "canonId": "019dd956-86fc-773c-813f-d416714b8413", "version": 1, "bodyDocId": null, "description": "Attention, Interest, Desire, Action - classic persuasion sequence", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "382d7175-fa07-45fe-af88-64b093610590", "evidence": "The components mention 'Roll out the Blue Owl M&A playbook' and 'Identify areas of the market', which suggests a structured approach to engaging the audience.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:03:19.122513+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 105, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [], "locked": true }, { "page": 106, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 5, "componentCount": 2, "textChars": 97, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text", "subtitle_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:08.062+00", "seconds": 3.941, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/106", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-106", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.5, "x": 0.05, "y": 0.65 }, "kind": "paragraph", "text": "Panel Discussion with Eric Kirsch, Dhruv Narain, Jeff Walwyn, and Brian Roelke", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.062+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "90f206e8-64f8-4f28-b9b2-632795eeca52", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.4, "x": 0.05, "y": 0.5 }, "kind": "title", "text": "Insurance Solutions", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.062+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5abf024b-b46f-4fd0-b8ce-85793382d34b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [], "locked": true }, { "page": 107, "type": "resolution", "title": "Uses a simple additive equation structure to demonstrate strategic growth.", "function": "quantify_impact", "rawType": "business_case", "block": null, "metadata": { "slideType": "business_case", "slideTypeCanon": { "name": "Business case", "slug": "business_case", "status": "active", "canonId": "019de52d-0e16-7764-9eec-dceac9d5f517", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "dense", "densityScore": 72, "componentCount": 8, "textChars": 734, "nDataPoints": 4, "notes": "Uses a simple additive equation structure to demonstrate strategic growth.", "elementsJson": [ "headline_text", "action_title", "icon_grid", "big_number" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:07.405+00", "seconds": 3.091, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/107", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-107", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Our focus on downside protection, income-generating strategies is particularly well suited for insurance clients", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 14:22:27+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-8f6e-7367-8573-f4c8e79b3dd5", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.92, "x": 0.04, "y": 0.18 }, "kind": "diagram", "text": "95 Existing Blue Owl Insurance Clients + Kuvare Asset Management = $35bn+ Insurance AUM", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": "other", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:07.405+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c54d670f-8392-4e68-80dd-0ad5e7467ba2", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.26, "x": 0.07, "y": 0.515 }, "kind": "list", "text": "60% Relationships of 5+ Years; Insurance Is Not A New Market For Us", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:07.405+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0c71a8c4-6031-4bba-b824-a4ed98232ebc", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.26, "x": 0.4, "y": 0.515 }, "kind": "list", "text": "30+ investment professionals; New professionals added with Kuvare Asset Management acquisition and subsequent hires; We Continue to Invest Heavily For Growth", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:07.405+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2a2f8b23-49f2-41b7-bfcf-0f5993e6f452", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.26, "x": 0.73, "y": 0.515 }, "kind": "list", "text": "1 strategy; Approaching 30 product capabilities and growing; Leveraging Blue Owl's scale, further expanding investment solutions", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:07.405+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "522ff254-1c94-47e6-8d9e-47a744a7e5f7", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Insurance AUM: $35bn+", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 14:22:27+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-8f6e-7367-8573-fbf97fc69f8b", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.94, "x": 0.03, "y": 0.1 }, "kind": "title", "text": "Our focus on downside protection, income-generating strategies is particularly well suited for insurance clients", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:07.405+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b0a0c886-5dd3-4d8c-aea5-a6b3f9ae4b97", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.68, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Expanding Blue Owl's Value Proposition to Insurers", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:07.405+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "294e38db-fd76-427e-bc73-b0877501d89b", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ccd283d5-b321-4211-b405-689463b11130", "evidence": "The 2x2 matrix is not explicitly shown but the description of 'diagram/other' and 'metric/primary' suggests a visual element that could be a matrix.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:03:19.241185+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 107, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6479-736d-8259-cf19f99f56e4", "evidence": "Action title 'Expanding Value Proposition to Insurers'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 107, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Metaphor & Analogy", "slug": "metaphor-analogy", "status": "active", "bestFor": null, "canonId": "019dd956-adea-7729-bca1-70810d6238a9", "version": 1, "bodyDocId": null, "description": "Making abstract concepts concrete through familiar comparisons", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-649e-71cb-9a24-528185fbaa36", "evidence": "Additive equation visual: existing + Kuvare = $35bn", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 107, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 113, "from": 107, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null }, "matchId": "019deac5-5000-70c9-a26d-f906c0aac79b", "evidence": "Additive equation existing+Kuvare = $35bn+ (p.107), 2x2 strategy fit (p.112)", "position": 12, "objective": "Show insurance scale jump via Kuvare and tailored solutions", "confidence": 72, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 108, "type": "setup", "title": "The slide uses a simple categorization framework to map out the firm's product offerings.", "function": "present_framework", "rawType": "initiative_list", "block": null, "metadata": { "slideType": "initiative_list", "slideTypeCanon": { "name": "Initiative list", "slug": "initiative_list", "status": "active", "canonId": "019de52d-0caf-770e-9b91-b99239121f50", "version": 1, "description": null }, "function": "present_framework", "functionCanon": { "name": "Present framework", "slug": "present_framework", "status": "active", "canonId": "019de52d-1403-7667-9100-d2ac6709f750", "version": 1, "description": null }, "density": "balanced", "densityScore": 30, "componentCount": 5, "textChars": 351, "nDataPoints": 0, "notes": "The slide uses a simple categorization framework to map out the firm's product offerings.", "elementsJson": [ "headline_text", "bullet_list" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:10.617+00", "seconds": 6.103, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/108", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-108", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.24, "x": 0.73, "y": 0.23 }, "kind": "list", "text": "GP Strategic Capital: GP Minority Stakes, GP Debt Financing", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.617+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "022add3c-ad05-4321-947a-97b42c396462", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.44, "x": 0.03, "y": 0.23 }, "kind": "list", "text": "Credit: Direct Lending, IG Asset-Based Finance, IG Corporate Credit", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.617+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "206f7614-8c6c-418d-a71d-edd226614422", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.24, "x": 0.48, "y": 0.23 }, "kind": "list", "text": "Real Assets: SASB / Conduit CMBS, Commercial Mortgage Whole Loans, Non-Qualified Mortgages, Single Family Rental, Home Equity, Net Lease, CRE CLOs, Digital Infrastructure", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.617+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "22377e54-6f64-4721-87c0-c97b25bdce24", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.42, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "A Dedicated Suite of Solutions", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.617+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2a2ffad6-c297-4c80-904a-5bc85475c055", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.94, "x": 0.03, "y": 0.14 }, "kind": "title", "text": "Our Insurance Product Map", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.617+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9df7daae-938a-4b46-9e3e-38c8405adea2", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Three Pillars", "slug": "three-pillars", "status": "active", "bestFor": null, "canonId": "019dd956-81ef-7455-a365-b234d95a6bbb", "version": 1, "bodyDocId": null, "description": "Three major supporting arguments that are MECE and address key concerns", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019deac5-64c2-76d2-a126-53d844c532cb", "evidence": "Three asset class categories", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 108, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Canvas framework", "slug": "canvas-framework", "status": "active", "bestFor": null, "canonId": "019dd9e1-5005-762c-82f8-265b08436ca1", "version": 1, "bodyDocId": null, "description": "Named canvas (business model canvas, value prop canvas, etc.).", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "4bfce6d4-f178-4aaa-89d4-22bb2c454b37", "evidence": "The 'Insurance Product Map' suggests a structured framework for presenting information.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:03:19.318893+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 108, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 113, "from": 107, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null }, "matchId": "019deac5-5000-70c9-a26d-f906c0aac79b", "evidence": "Additive equation existing+Kuvare = $35bn+ (p.107), 2x2 strategy fit (p.112)", "position": 12, "objective": "Show insurance scale jump via Kuvare and tailored solutions", "confidence": 72, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 109, "type": "resolution", "title": "The slide uses a stylized road/tree graphic to represent growth pathways alongside a stacked bar chart for market sizing.", "function": "size_opportunity", "rawType": "market_sizing", "block": null, "metadata": { "slideType": "market_sizing", "slideTypeCanon": { "name": "Market sizing", "slug": "market_sizing", "status": "active", "canonId": "019de52d-08c8-756c-8664-733b73a7ee7b", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 76, "componentCount": 8, "textChars": 915, "nDataPoints": 4, "notes": "The slide uses a stylized road/tree graphic to represent growth pathways alongside a stacked bar chart for market sizing.", "elementsJson": [ "headline_text", "subtitle_text", "bar_chart_stacked", "bullet_list", "infographic", "footnote" ], "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:07.875+00", "seconds": 3.008, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/109", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-109", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Alternative asset managers currently advise on less than 15% of overall US life insurance AUM and even less globally.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:52+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b09-434bb429aa7c", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.11, "x": 0.07, "y": 0.18 }, "kind": "chart", "text": "Global Life & Annuity AUM stacked bar chart showing $20tn+ total with regional breakdown", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:07.875+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "11b57ff1-6093-4964-ba58-3d1eca1519a2", "parentComponentId": null }, { "bbox": { "h": 0.8, "w": 0.5, "x": 0.43, "y": 0.1 }, "kind": "diagram", "text": "Roadmap graphic showing three growth pillars: Growing with Kuvare, Signing New Insurance Partnerships, and Expanding Relationships With Existing Blue Owl Insurance LPs", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:07.875+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "348dd760-3964-4bb8-b41e-5242a30cb530", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.03, "y": 0.94 }, "kind": "disclaimer", "text": "Please see endnotes for additional information.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:07.875+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "50a95f97-2474-4a5e-a5be-b00caa0e7488", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.2, "x": 0.21, "y": 0.23 }, "kind": "list", "text": "The global life and annuity market represents a sizeable and growing opportunity. Alternative asset managers currently advise on less than 15% of overall US life insurance AUM and even less globally. Strong product fit and incentive alignment will continue to drive insurers further towards alternative investment partnerships.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:07.875+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d51e90bd-7ffc-4f66-a094-abee896a3760", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Global Life & Annuity AUM: $20tn+", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:52+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b09-46e1b0c75eed", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.6, "x": 0.03, "y": 0.09 }, "kind": "title", "text": "The opportunity set is massive, with insurers looking for differentiated offerings", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:07.875+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "08ef92d0-c619-4be9-bd9b-9ec751c194d0", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "We Expect to Grow Our Insurance Business Substantially", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:07.875+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7f5d829d-5d4b-4f01-92fb-72cab9ea0a6c", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-64e6-7703-979a-745ff6aee68f", "evidence": "Callout '<15% currently advised by alts'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 109, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 113, "from": 107, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null }, "matchId": "019deac5-5000-70c9-a26d-f906c0aac79b", "evidence": "Additive equation existing+Kuvare = $35bn+ (p.107), 2x2 strategy fit (p.112)", "position": 12, "objective": "Show insurance scale jump via Kuvare and tailored solutions", "confidence": 72, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 110, "type": "setup", "title": "Uses a Venn diagram to illustrate the core pillars of the insurance solutions business.", "function": "establish_context", "rawType": "situation_overview", "block": null, "metadata": { "slideType": "situation_overview", "slideTypeCanon": { "name": "Situation overview", "slug": "situation_overview", "status": "active", "canonId": "019de52d-0cfe-7769-99aa-9a2fe82a4039", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "balanced", "densityScore": 48, "componentCount": 6, "textChars": 490, "nDataPoints": 1, "notes": "Uses a Venn diagram to illustrate the core pillars of the insurance solutions business.", "elementsJson": [ "headline_text", "bullet_list", "venn_diagram" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:08.215+00", "seconds": 3.271, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/110", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-110", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Partner with insurance clients, not compete", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:52+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0a-2dad18a72dc6", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.4, "x": 0.15, "y": 0.25 }, "kind": "framework", "text": "Venn diagram showing the intersection of Yield-Oriented Alternative Assets, Private Asset Expertise, and Investment Grade Capability.", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.215+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b337bcc7-a67f-4942-880e-e7ba36c6606c", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.35, "x": 0.62, "y": 0.2 }, "kind": "list", "text": "Natural alignment with downside protected, income generative strategies that form the core DNA of Blue Owl. Able to leverage $251bn Blue Owl platform. Partner with insurance clients, not compete. Asset management-only model. Scaled infrastructure.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.215+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ac0465ac-2675-4fc7-b405-9d21e09750ae", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "AUM: $251bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:52+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0a-331ab323686e", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.2, "x": 0.62, "y": 0.1 }, "kind": "title", "text": "Key Differentiators", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.215+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "76529d5e-da1d-493c-80a7-74ae94212eba", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Blue Owl Insurance Solutions Overview", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.215+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fb8c3a8f-b582-424c-9f4b-9572161076d5", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-650b-7018-a066-784ffdc4275a", "evidence": "Callout 'Partner with insurance clients, not compete'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 110, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "Venn diagram", "slug": "venn-diagram", "status": "active", "bestFor": null, "canonId": "019de52d-1f53-7290-96c8-79388c95fc17", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "1a7e0776-dd58-4d6b-bcec-ef11653cab2e", "evidence": "The components explicitly mention a 'Venn diagram showing the intersection of Yield-Oriented Alternative Assets, Private Asset Expertise, and Investment Grade Capability'.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:03:19.435522+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 110, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "019deac5-704b-7087-b8ba-a7e26639e33a", "evidence": "Venn for Yield-Oriented / Private / Insurance intersection", "framework": null, "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 110, "frameworkName": "Venn diagram" } ], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 113, "from": 107, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null }, "matchId": "019deac5-5000-70c9-a26d-f906c0aac79b", "evidence": "Additive equation existing+Kuvare = $35bn+ (p.107), 2x2 strategy fit (p.112)", "position": 12, "objective": "Show insurance scale jump via Kuvare and tailored solutions", "confidence": 72, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 111, "type": "setup", "title": "The slide uses a horizontal list structure to define core competencies and a bottom flow to show partnership models.", "function": "summarize", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 77, "componentCount": 8, "textChars": 1154, "nDataPoints": 1, "notes": "The slide uses a horizontal list structure to define core competencies and a bottom flow to show partnership models.", "elementsJson": [ "headline_text", "bullet_list", "icon_grid" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:08.71+00", "seconds": 3.671, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/111", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-111", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Serving as a Partner instead of a Competitor", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 14:22:18+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-8f6e-7367-8571-542b3a9c6134", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.94, "x": 0.03, "y": 0.75 }, "kind": "diagram", "text": "Sidecar Development, Minority Investments, Joint Ventures, Strategic Relationships", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.71+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "97347c46-f46b-4a16-b452-d255574c8e09", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.94, "x": 0.03, "y": 0.32 }, "kind": "list", "text": "Solution-Oriented Platform: Able to help navigate the complexities of insurance asset management by advising on portfolio strategy, regulatory capital management, statutory accounting, legal considerations, and more", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.71+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "59f51b87-4fb1-48f9-be24-fdd41e62acce", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.94, "x": 0.03, "y": 0.171 }, "kind": "list", "text": "Experienced Team: Added senior professionals and established key leadership following the Kuvare Asset Management acquisition, including: Chairman, Eric Kirsch; Chief Investment Officer, Jeff Walwyn; President, Brian Roelke; Head of Insurance, Dhruv Narain; Head of Business Development, hired with announcement forthcoming", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.71+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6663305f-c6bb-4933-9251-92f8dc12a7a7", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.94, "x": 0.03, "y": 0.58 }, "kind": "list", "text": "Client Partnership: Designed to support clients through point solutions across a broad insurance-focused product suite, as well as various flexible forms of long-term, comprehensive partnerships", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.71+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "691b8d4d-6ee8-4fbb-b5d4-958d472f1916", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.94, "x": 0.03, "y": 0.45 }, "kind": "list", "text": "Leading Operations Team & Infrastructure: Strong infrastructure of a $251bn global asset manager and a team with deep insurance industry expertise allow us to seamlessly integrate with insurance clients", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.71+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "88039d33-5050-49aa-a1bd-6d2429a4c090", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.34, "x": 0.33, "y": 0.12 }, "kind": "title", "text": "Serving as a Partner instead of a Competitor", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.71+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "777aa2b3-4983-4142-8b04-0bfacc399c1f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.68, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Positioned for Growth Through Flexible Partnership", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.71+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6871d149-64e7-4950-8664-6789e94867a7", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Three Pillars", "slug": "three-pillars", "status": "active", "bestFor": null, "canonId": "019dd956-81ef-7455-a365-b234d95a6bbb", "version": 1, "bodyDocId": null, "description": "Three major supporting arguments that are MECE and address key concerns", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019deac5-652d-703e-9ae1-cbc2f6910733", "evidence": "Four pillar growth strategy", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 111, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "14fd08cc-303d-4ba3-85cb-df6c923aee53", "evidence": "The slide mentions 'Partner with insurance clients, not compete', suggesting an understanding of the target audience.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.6, "extraction": { "at": "2026-07-16 22:03:19.517955+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 111, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 113, "from": 107, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null }, "matchId": "019deac5-5000-70c9-a26d-f906c0aac79b", "evidence": "Additive equation existing+Kuvare = $35bn+ (p.107), 2x2 strategy fit (p.112)", "position": 12, "objective": "Show insurance scale jump via Kuvare and tailored solutions", "confidence": 72, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 112, "type": "setup", "title": "The slide uses a 2x2 matrix to segment investment strategies. The right side is highlighted with a dashed box to emphasize Blue Owl's core offerings.", "function": "compare_options", "rawType": "comparison_table", "block": null, "metadata": { "slideType": "comparison_table", "slideTypeCanon": { "name": "Comparison table", "slug": "comparison_table", "status": "active", "canonId": "019de52d-0a06-73f8-8813-fe022fab1de2", "version": 1, "description": null }, "function": "compare_options", "functionCanon": { "name": "Compare options", "slug": "compare_options", "status": "active", "canonId": "019de52d-167f-7038-aebc-70a9d2e0e33b", "version": 1, "description": null }, "density": "dense", "densityScore": 53, "componentCount": 7, "textChars": 323, "nDataPoints": 20, "notes": "The slide uses a 2x2 matrix to segment investment strategies. The right side is highlighted with a dashed box to emphasize Blue Owl's core offerings.", "elementsJson": [ "headline_text", "quadrant_chart", "callout_box" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:08.511+00", "seconds": 3.452, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/112", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-112", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Blue Owl Strategies offer Strong Returns and Capital Efficiency", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:52+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b09-b61d30600a9e", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.85, "x": 0.08, "y": 0.2 }, "kind": "chart", "text": "2x2 matrix of investment strategies", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Scatter plot", "slug": "scatter", "status": "active", "canonId": "019de52d-007d-72ec-8689-c79fb78e21a2", "version": 1, "description": null }, "framework": null }, "subkind": "scatter", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.511+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "60d5c669-2f4e-442c-9f75-0d560f4b2fb2", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.93 }, "kind": "disclaimer", "text": "For illustrative purposes only. Past performance does not guarantee future results.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.511+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f0704131-6c75-46f3-9823-0b8bce4c8de4", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.85, "x": 0.08, "y": 0.2 }, "kind": "framework", "text": null, "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.511+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "604eaba1-abdb-4015-b572-7f630433d2a3", "parentComponentId": null }, { "bbox": null, "kind": "framework", "text": "2x2 Matrix", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": { "name": "Structuring frame", "slug": "structuring-frame", "status": "active", "bestFor": null, "canonId": "019dd9e1-48ff-708d-8103-a8464743e560", "version": 1, "bodyDocId": null, "description": "A named scaffold for organising content (SCQA, situation-action-result, etc.).", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:52+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b09-baf6e5646a21", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.25, "y": 0.12 }, "kind": "title", "text": "Blue Owl Strategies offer Strong Returns and Capital Efficiency", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.511+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a3b1e91c-7c40-4f4d-ac03-dc74ab730079", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Blue Owl Has the Capabilities & Expertise to Drive Alpha for Insurers", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.511+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "09fb704d-18b7-4685-866f-967e0033cd2b", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "517a2b68-d2b7-4ed9-9bca-16064af987aa", "evidence": "The components mention a '2x2 matrix of investment strategies'.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:03:19.59777+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 112, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Contrast Principle", "slug": "contrast-principle", "status": "active", "bestFor": null, "canonId": "019dd956-bf0f-73ae-b9df-e60508cdaa65", "version": 1, "bodyDocId": null, "description": "Higher visual weight draws attention - use contrast strategically for emphasis", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-657a-77c7-928f-1d2ab61aee14", "evidence": "Dashed box highlights Blue Owl's quadrant", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 112, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6551-735f-b0c6-66e567f1c4da", "evidence": "Callout 'Strong Returns and Capital Efficiency'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 112, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." } ], "frameworks": [ { "matchId": "019deac5-706f-748d-9039-a57ad1c621eb", "evidence": "2x2 of Return vs Capital Efficiency with quadrant highlight", "framework": null, "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 112, "frameworkName": "2x2 Matrix" } ], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 113, "from": 107, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null }, "matchId": "019deac5-5000-70c9-a26d-f906c0aac79b", "evidence": "Additive equation existing+Kuvare = $35bn+ (p.107), 2x2 strategy fit (p.112)", "position": 12, "objective": "Show insurance scale jump via Kuvare and tailored solutions", "confidence": 72, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 113, "type": "setup", "title": "The slide outlines two main pillars of service: Tailored SMAs for credit/real estate and a suite of rated notes/feeders for alternatives.", "function": "present_solution", "rawType": "strategic_options", "block": null, "metadata": { "slideType": "strategic_options", "slideTypeCanon": { "name": "Strategic options", "slug": "strategic_options", "status": "active", "canonId": "019de52d-0c0d-745a-8f0a-50898a91cc12", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "dense", "densityScore": 59, "componentCount": 7, "textChars": 686, "nDataPoints": 0, "notes": "The slide outlines two main pillars of service: Tailored SMAs for credit/real estate and a suite of rated notes/feeders for alternatives.", "elementsJson": [ "headline_text", "bullet_list", "callout_box" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:08.051+00", "seconds": 2.928, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/113", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-113", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.38, "x": 0.57, "y": 0.85 }, "kind": "callout", "text": "Each enabled by downside-protected investment objective and emphasis on current income", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.051+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6c837eb4-cfb6-4e55-bfb8-d83c34e9bd29", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.38, "x": 0.57, "y": 0.26 }, "kind": "list", "text": "Rated Notes and Feeders bringing capital efficiency to all Blue Owl platforms: Credit (Direct Lending, Alternative Credit), Real Assets (Net Lease, Real Estate Credit), GP Strategic Capital, GP Debt Financing.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.051+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d7a831a-fe80-4685-aa3b-6129121ddac7", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.42, "x": 0.05, "y": 0.26 }, "kind": "list", "text": "Tailored SMAs: Able to define and adjust parameters such as rating, duration, income generation, and end market exposure through ongoing dialogue. Provides flexibility for unique needs in all insurance/annuity markets. High-touch service.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.051+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f34df67d-e7aa-4667-9827-76e8efee57b3", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.42, "x": 0.29, "y": 0.12 }, "kind": "paragraph", "text": "Insurer-Customized Products Across the Risk Spectrum", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.051+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eda5dfc7-3ec7-4a53-9571-756573d61ed4", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.68, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Bringing Blue Owl Strategies to the Insurance Market", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.051+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "463479b8-ab17-4666-885b-1e9b6dd412b2", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.57, "y": 0.2 }, "kind": "title", "text": "Alternatives", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.051+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b5a09481-0e26-4851-bbdd-b9c838348407", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.35, "x": 0.05, "y": 0.2 }, "kind": "title", "text": "Investment Grade & Real Estate Credit", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.051+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "de2863c3-9a4c-4f9a-ab95-397520c5da7d", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Contrast Pairs", "slug": "contrast-pairs", "status": "active", "bestFor": null, "canonId": "019dd956-9b77-70d3-88b1-f34e26f60860", "version": 1, "bodyDocId": null, "description": "Creating tension through opposites: Before↔After, Problem↔Solution, Pain↔Relief", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-65a0-70a9-9b98-ce691584f613", "evidence": "Two-pillar service offering split", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 113, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 113, "from": 107, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null }, "matchId": "019deac5-5000-70c9-a26d-f906c0aac79b", "evidence": "Additive equation existing+Kuvare = $35bn+ (p.107), 2x2 strategy fit (p.112)", "position": 12, "objective": "Show insurance scale jump via Kuvare and tailored solutions", "confidence": 72, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 114, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 4, "componentCount": 2, "textChars": 84, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:07.268+00", "seconds": 2.06, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/114", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-114", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.4, "x": 0.05, "y": 0.75 }, "kind": "paragraph", "text": "James Clarke\nGlobal Head of Institutional Business Development", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:07.268+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e3ead0ea-1d83-4ded-a8f5-f8531fb4e3e1", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.5, "x": 0.05, "y": 0.45 }, "kind": "title", "text": "Institutional Business", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:07.268+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1372225e-b920-41be-a56f-1c6aeff221c6", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [], "locked": true }, { "page": 115, "type": "resolution", "title": "The slide uses a vertical timeline format to highlight six key growth areas: headcount, offices, clients, strategies, capital, and client overlap.", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 79, "componentCount": 16, "textChars": 531, "nDataPoints": 12, "notes": "The slide uses a vertical timeline format to highlight six key growth areas: headcount, offices, clients, strategies, capital, and client overlap.", "elementsJson": [ "headline_text", "icon_grid", "infographic" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:09.163+00", "seconds": 3.88, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/115", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-115", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.9, "w": 0.65, "x": 0.3, "y": 0.05 }, "kind": "diagram", "text": null, "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Timeline", "slug": "timeline", "status": "active", "canonId": "019de52d-03c5-73fc-84aa-4180cbf0f5cf", "version": 1, "description": null }, "framework": null }, "subkind": "timeline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.163+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2ec696d0-9e86-4ae9-9ee5-665d9d20ffa7", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.5, "x": 0.4, "y": 0.83 }, "kind": "list", "text": "Deepening Client Franchise | $25bn+ growth of capital commitments across 2 or more platforms", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.163+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0a4d9fc6-dc58-4464-8d84-f2beb1d1a68c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.4, "y": 0.38 }, "kind": "list", "text": "Broadening Client Base | 450+ new clients", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.163+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0ccd8f99-543d-44c2-adce-c63e4ec3bbff", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.4, "y": 0.53 }, "kind": "list", "text": "Differentiated Offerings | 7 new investment strategies", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.163+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "335d7397-88a0-4ebb-9de3-c10d82cd65f7", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.4, "y": 0.23 }, "kind": "list", "text": "Growing Presence | 6 new locations expanding our coverage footprint", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.163+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "69de33f7-98ad-44e5-89c7-bdca0762f56e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.4, "y": 0.08 }, "kind": "list", "text": "Team Expansion | 2x+ increase in team size", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.163+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "acdb0ac2-0cd7-49b3-b8c8-922eccdbf25c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.4, "y": 0.68 }, "kind": "list", "text": "Partnership Approach | ~3x growth in capital commitments", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.163+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f5ac2d83-4b24-47fc-938f-f7a485f7ef34", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.08, "x": 0.31, "y": 0.8 }, "kind": "metric", "text": "$30B+ of Overlap", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.163+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1a38fd6d-a0f9-4152-83f5-926849a2d8e7", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.08, "x": 0.31, "y": 0.65 }, "kind": "metric", "text": "$100B+ Capital", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.163+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "26d2669d-336d-45d5-80e4-5329dbea98bf", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.08, "x": 0.31, "y": 0.35 }, "kind": "metric", "text": "900+ Clients", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.163+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "631162fe-b052-48fa-8371-13fe2c472fcd", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.08, "x": 0.31, "y": 0.5 }, "kind": "metric", "text": "15 Strategies", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.163+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b8938686-52ed-4827-b314-0b1a9b0daf52", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.08, "x": 0.31, "y": 0.2 }, "kind": "metric", "text": "11 Offices", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.163+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e4eed886-d239-499f-bf2b-491c273acb29", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.08, "x": 0.31, "y": 0.05 }, "kind": "metric", "text": "95+ Headcount", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.163+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f251a2d8-67e2-4c6c-bf3b-0adef2c71265", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Capital commitments: $100B+", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:53+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0a-7fa043ce4722", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.25, "x": 0.05, "y": 0.25 }, "kind": "title", "text": "The Growth of Blue Owl's Institutional Business", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.163+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8ce70cfb-ae7d-47ef-b614-92001f0a136b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.2, "x": 0.05, "y": 0.6 }, "kind": "title", "text": "Since Our Last Investor Day", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.163+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c527e391-6ec1-45a4-95ce-22358a7b46ad", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chunking", "slug": "chunking", "status": "active", "bestFor": null, "canonId": "019dd956-abab-72ce-b64c-2924cc83cf39", "version": 1, "bodyDocId": null, "description": "Information grouped into chunks is remembered better - structure content in digestible units", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Architect", "layer": "loop", "agents": [ "Architect" ], "matchId": "019deac5-65eb-75e8-9ab3-8cff30ad173e", "evidence": "Six chunked growth areas", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 115, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Grid System", "slug": "grid-system", "status": "active", "bestFor": null, "canonId": "019dd956-b745-710f-8b70-825c603b1163", "version": 1, "bodyDocId": null, "description": "Aligning elements to invisible grid for visual harmony", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-65c5-7338-aa37-9dd20bb2d8fa", "evidence": "Vertical timeline of 6 metric tiles", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 115, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 121, "from": 115, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null }, "matchId": "019deac5-5026-7195-9edf-58269fe6de92", "evidence": "Vertical timeline of 6 metrics 'since last investor day' (p.115), case study Oak Street (p.119)", "position": 13, "objective": "Recap institutional growth since last Investor Day", "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 116, "type": "analysis", "function": "size_opportunity", "rawType": "market_landscape", "block": null, "metadata": { "slideType": "market_landscape", "slideTypeCanon": { "name": "Market landscape", "slug": "market_landscape", "status": "active", "canonId": "019de52d-0b6d-75db-a946-9ac362e3afc2", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "dense", "densityScore": 55, "componentCount": 7, "textChars": 381, "nDataPoints": 18, "notes": null, "elementsJson": [ "headline_text", "bar_chart_grouped", "bar_chart_stacked", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:08.188+00", "seconds": 2.746, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/116", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-116", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "...And we’re here to help our clients benefit from this opportunity", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:54+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0b-31d6fc1a3780", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.45, "x": 0.03, "y": 0.18 }, "kind": "chart", "text": "Growth in Institutional Assets ($ trillions)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.188+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ad7fd679-980f-42f1-b2af-9b5790af650e", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.45, "x": 0.51, "y": 0.18 }, "kind": "chart", "text": "Allocations to Alternatives is Expected to Increase (% of Investors)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart (100%)", "slug": "bar-stacked-100pct", "status": "active", "canonId": "019de52c-ff14-71b8-8d88-860f8d7da84b", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked-100pct", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.188+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "96860e6d-be1b-4db5-946d-8f05f5bba24b", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Institutional Assets: $72tn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:54+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0b-350161dd2de8", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.03, "y": 0.93 }, "kind": "source-note", "text": "Please see endnotes for additional information.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.188+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e82c6201-a32f-4b16-838d-8cdca75ce5eb", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.25, "y": 0.81 }, "kind": "title", "text": "...And we're here to help our clients benefit from this opportunity", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.188+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bd241939-1c43-4f7e-812c-a6973e5fc59c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Institutional Client Demand for Alternatives Is Increasing...", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.188+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "71d4fdfd-ce04-4346-ae46-12445292a575", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Annotation", "slug": "annotation", "status": "active", "bestFor": null, "canonId": "019dd956-b5b9-7668-bf0e-3af99823ec5c", "version": 1, "bodyDocId": null, "description": "Adding explanatory labels to highlight key data points", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-6610-75c4-bd27-df1472ef2d85", "evidence": "Annotated allocation-growth chart", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 116, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 121, "from": 115, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null }, "matchId": "019deac5-5026-7195-9edf-58269fe6de92", "evidence": "Vertical timeline of 6 metrics 'since last investor day' (p.115), case study Oak Street (p.119)", "position": 13, "objective": "Recap institutional growth since last Investor Day", "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 117, "type": "setup", "title": "The slide uses a combination of a bar chart for investor types, a donut chart for geographic distribution, and a chevron-based list for value propositions.", "function": "present_solution", "rawType": "client_example", "block": null, "metadata": { "slideType": "client_example", "slideTypeCanon": { "name": "Client example", "slug": "client_example", "status": "active", "canonId": "019de52d-0c87-77cb-9867-613ae22e95ac", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "dense", "densityScore": 60, "componentCount": 7, "textChars": 505, "nDataPoints": 15, "notes": "The slide uses a combination of a bar chart for investor types, a donut chart for geographic distribution, and a chevron-based list for value propositions.", "elementsJson": [ "bar_chart_vertical", "donut_chart", "data_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:08.286+00", "seconds": 2.745, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/117", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-117", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "We are an extension of our clients; We strive to deliver best-in-class service and capabilities; We are dedicated to the success of our clients", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 14:22:15+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-8f6e-7367-8570-6bd90d8871de", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.45, "x": 0.03, "y": 0.18 }, "kind": "chart", "text": "Investor Type by Equity Commitment", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.286+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7911fafb-613f-492f-8392-b87ae44b37b5", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.15, "x": 0.28, "y": 0.23 }, "kind": "chart", "text": "Geographic distribution of investors", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.286+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c85b643c-825d-43a3-994e-9f7e2fb29061", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.4, "x": 0.55, "y": 0.2 }, "kind": "list", "text": "Collaboration: We are an extension of our clients; Consistency: We strive to deliver best-in-class service and capabilities; Commitment: We are dedicated to the success of our clients", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.286+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "517adbba-fe59-4ee6-a5ea-f59e15ecf191", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Equity Commitment: 31%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 14:22:15+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-8f6e-7367-8570-6fa754fbd8d1", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.2, "x": 0.03, "y": 0.18 }, "kind": "source-note", "text": "1. Investor Type by Equity Commitment; 2. KAM; 3. Other", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.286+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0828b686-22d5-4760-8650-15cf9a8571a4", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "Why Institutions Partner with Us", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.286+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9f908819-6791-4729-bc84-d677aa018591", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Three Pillars", "slug": "three-pillars", "status": "active", "bestFor": null, "canonId": "019dd956-81ef-7455-a365-b234d95a6bbb", "version": 1, "bodyDocId": null, "description": "Three major supporting arguments that are MECE and address key concerns", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019deac5-6635-752e-b82a-b1d66cfd5244", "evidence": "Collaboration/Consistency/Commitment chevrons", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 117, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 121, "from": 115, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null }, "matchId": "019deac5-5026-7195-9edf-58269fe6de92", "evidence": "Vertical timeline of 6 metrics 'since last investor day' (p.115), case study Oak Street (p.119)", "position": 13, "objective": "Recap institutional growth since last Investor Day", "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 118, "type": "resolution", "title": "The slide uses stacked bar charts to visualize shifts in client size distribution and platform commitment levels.", "function": "quantify_impact", "rawType": "market_sizing", "block": null, "metadata": { "slideType": "market_sizing", "slideTypeCanon": { "name": "Market sizing", "slug": "market_sizing", "status": "active", "canonId": "019de52d-08c8-756c-8664-733b73a7ee7b", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "dense", "densityScore": 50, "componentCount": 7, "textChars": 269, "nDataPoints": 18, "notes": "The slide uses stacked bar charts to visualize shifts in client size distribution and platform commitment levels.", "elementsJson": [ "headline_text", "bar_chart_stacked", "callout_box" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:08.026+00", "seconds": 2.287, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/118", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-118", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "We have deepened and doubled our client base", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:54+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0a-e49a09764b97", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.4, "x": 0.5, "y": 0.15 }, "kind": "chart", "text": "Opportunity for Cross Selling", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.026+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b1adc5be-470f-46f7-9a0a-dc03b63fe914", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.4, "x": 0.03, "y": 0.15 }, "kind": "chart", "text": "Growth of Clients and Commitments", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.026+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b7610512-43ae-4725-8576-641a3f7e9544", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Client engagement", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:54+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0a-e881b2f0756a", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.03, "y": 0.95 }, "kind": "source-note", "text": "1, 2, 3: Footnotes indicating data sources", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.026+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7f83a667-bac4-476a-a61d-d2453fb11eeb", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.54, "x": 0.23, "y": 0.82 }, "kind": "title", "text": "We have deepened and doubled our client base", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.026+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1eca7333-8dd3-4174-833d-ed4c75d0d2fb", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.85, "x": 0.02, "y": 0.03 }, "kind": "title", "text": "The Opportunity to Deepen and Grow Engagement is Significant", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.026+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e5c0b316-1449-453d-936e-d4eab5e69a57", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Contrast Pairs", "slug": "contrast-pairs", "status": "active", "bestFor": null, "canonId": "019dd956-9b77-70d3-88b1-f34e26f60860", "version": 1, "bodyDocId": null, "description": "Creating tension through opposites: Before↔After, Problem↔Solution, Pain↔Relief", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-6659-7601-8c82-677a0833ce60", "evidence": "2022 vs Today client tier shifts", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 118, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-667f-7178-82c1-4e598e3d0de2", "evidence": "Callout 'doubled our client base'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 118, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 121, "from": 115, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null }, "matchId": "019deac5-5026-7195-9edf-58269fe6de92", "evidence": "Vertical timeline of 6 metrics 'since last investor day' (p.115), case study Oak Street (p.119)", "position": 13, "objective": "Recap institutional growth since last Investor Day", "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 119, "type": "evidence", "title": "The slide uses a bar chart to show fund growth and a list of checkmarks to quantify the impact of the acquisition on investor retention and new client acquisiti", "function": "illustrate_case", "rawType": "case_study", "block": null, "metadata": { "slideType": "case_study", "slideTypeCanon": { "name": "Case study", "slug": "case_study", "status": "active", "canonId": "019de52d-0b95-7344-8090-926f3b8e92c8", "version": 1, "description": null }, "function": "illustrate_case", "functionCanon": { "name": "Illustrate case", "slug": "illustrate_case", "status": "active", "canonId": "019de52d-13b4-772c-bb73-1873612a7463", "version": 1, "description": null }, "density": "dense", "densityScore": 67, "componentCount": 8, "textChars": 531, "nDataPoints": 7, "notes": "The slide uses a bar chart to show fund growth and a list of checkmarks to quantify the impact of the acquisition on investor retention and new client acquisition.", "elementsJson": [ "headline_text", "bar_chart_vertical", "bullet_list", "callout_box", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:08.279+00", "seconds": 2.532, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/119", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-119", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "100%+ increase in total fund size", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:52+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b09-7e42afd3e6ea", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.4, "x": 0.03, "y": 0.18 }, "kind": "chart", "text": "Growth of Net Lease Funds ($ billions)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.279+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "66178914-4f29-432e-8073-dfcc6928c2ea", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.5, "x": 0.03, "y": 0.93 }, "kind": "disclaimer", "text": "Projections and forward-looking statements are based on various assumptions and there is no guarantee expectations will be achieved.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.279+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c0f3ec41-ee87-4139-a9ff-b2ebf98bc31d", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.45, "x": 0.48, "y": 0.18 }, "kind": "list", "text": "Impact of Blue Owl Institutional Franchise on Fund VI", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.279+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0f80d6da-aa1b-45fd-b660-111e09132e32", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Fund size growth: $5.2", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:52+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b09-829ec1b53616", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.9, "x": 0.03, "y": 0.85 }, "kind": "paragraph", "text": "...And we're already running the same playbook with Alternative Credit and Digital Infrastructure", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.279+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e17dfbdb-d300-41b9-a684-eb94b596a8e8", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.9, "x": 0.03, "y": 0.1 }, "kind": "title", "text": "Our success in Real Assets demonstrates Blue Owl's ability to accelerate growth of a platform's future vintages", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.279+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f0af184b-6c67-46e2-b888-a8ba7a1590be", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Creating Value with Strategic Acquisitions...", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.279+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3129bc8d-aaa9-44e5-9602-9b6c4ab7b336", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Storytelling Effect", "slug": "storytelling-effect", "status": "active", "bestFor": null, "canonId": "019dd956-981b-74f9-9096-5c8df03dab5a", "version": 1, "bodyDocId": null, "description": "Stories are remembered up to 22x better than facts alone", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "block", "agents": [ "Storyteller" ], "matchId": "019deac5-66a3-7567-b4b8-eb4892af314b", "evidence": "Oak Street fund-growth case study", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 119, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-66c8-753f-9da3-3b9eff797a20", "evidence": "Callout '100%+ increase in fund size'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 119, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 121, "from": 115, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null }, "matchId": "019deac5-5026-7195-9edf-58269fe6de92", "evidence": "Vertical timeline of 6 metrics 'since last investor day' (p.115), case study Oak Street (p.119)", "position": 13, "objective": "Recap institutional growth since last Investor Day", "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 120, "type": "setup", "title": "The map uses a dot-matrix aesthetic to represent global presence.", "function": "establish_context", "rawType": "geographic_map", "block": null, "metadata": { "slideType": "geographic_map", "slideTypeCanon": { "name": "Geographic map", "slug": "geographic_map", "status": "active", "canonId": "019de52d-09de-7153-8845-584c1a9d0c83", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "sparse", "densityScore": 11, "componentCount": 2, "textChars": 76, "nDataPoints": 10, "notes": "The map uses a dot-matrix aesthetic to represent global presence.", "elementsJson": [ "map", "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:07.58+00", "seconds": 1.829, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/120", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-120", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.9, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "image", "text": "Dot-matrix world map with highlighted locations", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Map", "slug": "map", "status": "active", "canonId": "019de52c-fe4d-77bd-b0a4-d72d58b9e5a4", "version": 1, "description": null }, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:07.58+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bb35d495-f4bb-4182-b23d-43ede8b52abd", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.2, "x": 0.03, "y": 0.68 }, "kind": "title", "text": "How we are going to get there", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:07.58+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "30d1bf32-34a0-4fed-9f33-3c85d6242cd2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 121, "from": 115, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null }, "matchId": "019deac5-5026-7195-9edf-58269fe6de92", "evidence": "Vertical timeline of 6 metrics 'since last investor day' (p.115), case study Oak Street (p.119)", "position": 13, "objective": "Recap institutional growth since last Investor Day", "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 121, "type": "setup", "function": "summarize", "rawType": "initiative_list", "block": null, "metadata": { "slideType": "initiative_list", "slideTypeCanon": { "name": "Initiative list", "slug": "initiative_list", "status": "active", "canonId": "019de52d-0caf-770e-9b91-b99239121f50", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 31, "componentCount": 5, "textChars": 385, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text", "icon_grid" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:11.701+00", "seconds": 5.95, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/121", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-121", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.6, "x": 0.313, "y": 0.095 }, "kind": "list", "text": "Best-in-Class Client Service: Serve our clients and help them stay ahead of the curve", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.701+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3bb6b0f1-d5e0-4a77-806b-f483c69661c6", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.6, "x": 0.313, "y": 0.305 }, "kind": "list", "text": "Domestic Expansion and International Penetration: Deepen relationships and partner with more clients in more places", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.701+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4846e291-7551-4198-bd1a-3ab48e139b32", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.6, "x": 0.313, "y": 0.745 }, "kind": "list", "text": "Access to all of Blue Owl: Deliver the full depth and breadth of the firm", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.701+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6b836dec-fa85-4e84-89ea-cf207f0630f7", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.6, "x": 0.313, "y": 0.54 }, "kind": "list", "text": "Value Creation with New Solutions: Unlock opportunities through expanded capabilities", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.701+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ad6d69be-f4f6-47df-87dc-f8fa508fa7d7", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.28, "x": 0.08, "y": 0.414 }, "kind": "title", "text": "The Future of Institutional", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.701+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b3c992b2-0fef-4603-b744-8e6f0ab02b2f", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Three Pillars", "slug": "three-pillars", "status": "active", "bestFor": null, "canonId": "019dd956-81ef-7455-a365-b234d95a6bbb", "version": 1, "bodyDocId": null, "description": "Three major supporting arguments that are MECE and address key concerns", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019deac5-66eb-722d-be24-d2905311d360", "evidence": "Four strategic pillars listed", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 121, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 121, "from": 115, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null }, "matchId": "019deac5-5026-7195-9edf-58269fe6de92", "evidence": "Vertical timeline of 6 metrics 'since last investor day' (p.115), case study Oak Street (p.119)", "position": 13, "objective": "Recap institutional growth since last Investor Day", "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 122, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 4, "componentCount": 2, "textChars": 77, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:07.486+00", "seconds": 1.664, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/122", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-122", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.4, "x": 0.05, "y": 0.75 }, "kind": "paragraph", "text": "Sean Connor\nPresident and CEO of Blue Owl Global Private Wealth", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:07.486+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "da3c27d7-75f7-466d-9135-0fcc00879aa7", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.3, "x": 0.05, "y": 0.45 }, "kind": "title", "text": "Private Wealth", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:07.486+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6b1db3a6-76c2-470b-a0f7-a014dd0ecd29", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [], "locked": true }, { "page": 123, "type": "resolution", "function": "size_opportunity", "rawType": "market_sizing", "block": null, "metadata": { "slideType": "market_sizing", "slideTypeCanon": { "name": "Market sizing", "slug": "market_sizing", "status": "active", "canonId": "019de52d-08c8-756c-8664-733b73a7ee7b", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "dense", "densityScore": 67, "componentCount": 9, "textChars": 420, "nDataPoints": 6, "notes": null, "elementsJson": [ "headline_text", "bar_chart_vertical", "bar_chart_vertical", "callout_box", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:08.635+00", "seconds": 2.654, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/123", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-123", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.15, "x": 0.83, "y": 0.53 }, "kind": "callout", "text": "~$30-40tn TAM if allocations rise to 10-15%. Every 1% of allocation = $2-3tn", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.635+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f4a94b2c-3ab3-4741-937c-e9b53731eb0f", "parentComponentId": null }, { "bbox": null, "kind": "callout", "text": "~$30-40tn TAM if allocations rise to 10-15%", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:52+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0a-12900fb4f7fa", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.25, "x": 0.15, "y": 0.31 }, "kind": "chart", "text": "Private Wealth Assets Growth", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.635+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "22059d8d-1ddf-4ee9-8ced-4c315a65a80a", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.3, "x": 0.55, "y": 0.31 }, "kind": "chart", "text": "% Allocations to Alternatives", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.635+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f3cb00ed-f53b-4bbd-a248-dbb5e2dd03ee", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "TAM: $30-40tn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:52+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0a-14719ce69103", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.25, "x": 0.15, "y": 0.18 }, "kind": "paragraph", "text": "Global private wealth is a large and growing market", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.635+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "87e5b307-02d8-4d96-bcfb-b22c657ce450", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.25, "x": 0.55, "y": 0.18 }, "kind": "paragraph", "text": "Individual investors are under-allocated to alternatives", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.635+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ad8aada-7ce6-4964-82d6-cd14a6b5deb4", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.03, "y": 0.93 }, "kind": "source-note", "text": "Please see endnotes for additional information.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.635+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "00976f2e-c1e6-4f32-a713-778ac9ad7111", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.85, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "The Private Wealth Opportunity Set Is Enormous and Still in the Early Innings", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.635+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a0aa6f79-8575-4d26-a02c-7df20b256a91", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-670f-7787-a50f-ae366e31d40f", "evidence": "Action title 'Enormous and Still in the Early Innings'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 123, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6733-777e-933b-51a9fc92588c", "evidence": "Callout 'Every 1% of allocation = $2-3tn'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 123, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 136, "from": 123, "loop": { "name": "14_day_in_life", "slug": "14-day-in-life", "status": "active", "bestFor": "Product demos, UX reviews, investor pitches focusing on pain points", "canonId": "019dd956-6b65-707f-9b14-89beaaab81fa", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The User's Struggle -> The Intervention (Your Solution) -> The Resolved State", "description": "Humanize abstract data by walking through a single user's struggle and resolution", "familyLabel": null }, "matchId": "019deac5-5049-7147-b2fa-9cb4cddaf0e1", "evidence": "TAM $30-40T, market share leader, playbook applied to new strategies (p.133)", "position": 14, "objective": "Sell the Private Wealth opportunity and Blue Owl's playbook", "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 124, "type": "analysis", "title": "The slide uses a dual bar chart structure to illustrate the disparity between top-tier managers and others.", "function": "size_opportunity", "rawType": "market_landscape", "block": null, "metadata": { "slideType": "market_landscape", "slideTypeCanon": { "name": "Market landscape", "slug": "market_landscape", "status": "active", "canonId": "019de52d-0b6d-75db-a946-9ac362e3afc2", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "balanced", "densityScore": 43, "componentCount": 6, "textChars": 360, "nDataPoints": 4, "notes": "The slide uses a dual bar chart structure to illustrate the disparity between top-tier managers and others.", "elementsJson": [ "bar_chart_vertical", "big_number" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:12.59+00", "seconds": 6.578, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/124", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-124", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.8, "x": 0.1, "y": 0.82 }, "kind": "callout", "text": "Blue Owl is one of the few firms with the scale, diversification, and innovative approach necessary to succeed", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.59+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b8b3450e-c186-4f7b-90f6-8068407e01d8", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.4, "x": 0.55, "y": 0.2 }, "kind": "chart", "text": "Average Equity Raised of Each Manager 2024", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.59+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c145d015-bb4e-4b70-981d-dae732a597a4", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.4, "x": 0.05, "y": 0.2 }, "kind": "chart", "text": "Average Market Share of Each Manager 2024", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.59+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c181c9c4-291e-4416-92b4-5be3a0c802a1", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Market Share: 10%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:52+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b09-f57c4a2e41f2", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.03, "y": 0.94 }, "kind": "source-note", "text": "Please see endnotes for additional information.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.59+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a04aa28e-d0ce-4d63-9690-adbe64f0d55a", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.8, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "Market Share is Consolidating Amongst a Small Number of Managers Creating Significant Barriers to Entry", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.59+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0f768d30-c467-470c-905c-0d1708273c7d", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6756-7219-ae58-71a63fbf7042", "evidence": "Action title 'Market Share is Consolidating'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 124, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Market Segmentation Pyramid", "slug": "market-segmentation-pyramid", "status": "active", "bestFor": null, "canonId": "1c9f3543-c96f-4a5b-b4a4-9b2a412c0aaf", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "af9e79a1-f8ce-4672-b418-7fa66eb3927e", "evidence": "Market Share is Consolidating Amongst a Small Number of Managers Creating Significant Barriers to Entry", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:21:28.795638+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 124, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 136, "from": 123, "loop": { "name": "14_day_in_life", "slug": "14-day-in-life", "status": "active", "bestFor": "Product demos, UX reviews, investor pitches focusing on pain points", "canonId": "019dd956-6b65-707f-9b14-89beaaab81fa", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The User's Struggle -> The Intervention (Your Solution) -> The Resolved State", "description": "Humanize abstract data by walking through a single user's struggle and resolution", "familyLabel": null }, "matchId": "019deac5-5049-7147-b2fa-9cb4cddaf0e1", "evidence": "TAM $30-40T, market share leader, playbook applied to new strategies (p.133)", "position": 14, "objective": "Sell the Private Wealth opportunity and Blue Owl's playbook", "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 125, "type": "setup", "title": "The slide uses a contrast between low brand awareness and high favorability to position the firm as a 'newer name' that is already highly regarded.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "dense", "densityScore": 70, "componentCount": 10, "textChars": 375, "nDataPoints": 30, "notes": "The slide uses a contrast between low brand awareness and high favorability to position the firm as a 'newer name' that is already highly regarded.", "elementsJson": [ "headline_text", "data_table", "bar_chart_horizontal", "callout_box", "icon_grid", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:09.065+00", "seconds": 2.91, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/125", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-125", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Blue Owl is a market leader", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:56+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0b-eb6cbe2917f2", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.3, "x": 0.35, "y": 0.25 }, "kind": "chart", "text": "Favorability toward Blue Owl and peers", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Horizontal bar chart", "slug": "bar-horizontal", "status": "active", "canonId": "019de52c-fec4-7221-986b-1cb5f5e84b1f", "version": 1, "description": null }, "framework": null }, "subkind": "bar-horizontal", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.065+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4c73d376-6b4d-4491-880c-cfe309e43b59", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.03, "y": 0.93 }, "kind": "disclaimer", "text": "Please see endnotes for additional information.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.065+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e52c50f1-d59c-4834-b8be-02e507f95117", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.25, "x": 0.7, "y": 0.3 }, "kind": "metric", "text": "#1 In non-traded REIT gross / net sales", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.065+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1a4c2935-0b97-4103-b974-7a963341c3af", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.25, "x": 0.7, "y": 0.5 }, "kind": "metric", "text": "#2 In non-traded BDC gross / net sales", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.065+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bca5b063-78d7-4ccb-8192-52f1d3f08ca7", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.25, "x": 0.7, "y": 0.7 }, "kind": "metric", "text": "Top 3 Alts capital raiser for past 3 years", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.065+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e9d28f9f-a126-48da-989c-4bf1b3ec45df", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Favorability: 84%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:56+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0b-ee72087ba995", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.3, "x": 0.05, "y": 0.25 }, "kind": "table", "text": "Brand awareness table comparing Blue Owl to Peers A-I", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.065+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "531fffd6-8ea8-480a-b307-381b2ccded41", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.25, "x": 0.7, "y": 0.1 }, "kind": "title", "text": "Blue Owl is a market leader", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.065+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8a77114d-11d5-4178-8e88-678e090f11cb", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.6, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "A Market Leader in Fundraising and Favorability", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.065+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "819b3c9c-98ca-4baf-bb49-8a3dc75822f5", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Contrast Pairs", "slug": "contrast-pairs", "status": "active", "bestFor": null, "canonId": "019dd956-9b77-70d3-88b1-f34e26f60860", "version": 1, "bodyDocId": null, "description": "Creating tension through opposites: Before↔After, Problem↔Solution, Pain↔Relief", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-677a-7389-a49f-1262b05ef0f0", "evidence": "Brand awareness vs favorability contrast", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 125, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "866279bb-151f-406f-b066-3e8f818de3e4", "evidence": "Favorability toward Blue Owl and peers", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 03:21:28.86328+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 125, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 136, "from": 123, "loop": { "name": "14_day_in_life", "slug": "14-day-in-life", "status": "active", "bestFor": "Product demos, UX reviews, investor pitches focusing on pain points", "canonId": "019dd956-6b65-707f-9b14-89beaaab81fa", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The User's Struggle -> The Intervention (Your Solution) -> The Resolved State", "description": "Humanize abstract data by walking through a single user's struggle and resolution", "familyLabel": null }, "matchId": "019deac5-5049-7147-b2fa-9cb4cddaf0e1", "evidence": "TAM $30-40T, market share leader, playbook applied to new strategies (p.133)", "position": 14, "objective": "Sell the Private Wealth opportunity and Blue Owl's playbook", "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 126, "type": "setup", "function": "transition", "rawType": "transition", "block": null, "metadata": { "slideType": "transition", "slideTypeCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-0693-7766-9f05-887f41f8e41e", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 8, "componentCount": 3, "textChars": 98, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:07.876+00", "seconds": 1.675, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/126", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-126", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "We have an enduring focus on the client", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:52+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0a-602cdaa98016", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.5, "x": 0.45, "y": 0.45 }, "kind": "title", "text": "We have an enduring focus on the client", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:07.876+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "863450f9-f1c2-464c-b32a-25dfafcadea7", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.4, "x": 0.05, "y": 0.25 }, "kind": "title", "text": "How have we done it?", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:07.876+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3f38f47e-8a65-4cee-8341-22da85760e5f", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Curiosity Gap", "slug": "curiosity-gap", "status": "active", "bestFor": null, "canonId": "019dd956-9703-74ef-8b85-96dfd8525025", "version": 1, "bodyDocId": null, "description": "People seek missing information - create open questions that demand resolution", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "block", "agents": [ "Storyteller" ], "matchId": "019deac5-679e-765d-9abe-87367641fd5b", "evidence": "Question 'How have we done it?'", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 126, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 136, "from": 123, "loop": { "name": "14_day_in_life", "slug": "14-day-in-life", "status": "active", "bestFor": "Product demos, UX reviews, investor pitches focusing on pain points", "canonId": "019dd956-6b65-707f-9b14-89beaaab81fa", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The User's Struggle -> The Intervention (Your Solution) -> The Resolved State", "description": "Humanize abstract data by walking through a single user's struggle and resolution", "familyLabel": null }, "matchId": "019deac5-5049-7147-b2fa-9cb4cddaf0e1", "evidence": "TAM $30-40T, market share leader, playbook applied to new strategies (p.133)", "position": 14, "objective": "Sell the Private Wealth opportunity and Blue Owl's playbook", "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 127, "type": "appendix", "function": "summarize", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 80, "componentCount": 10, "textChars": 766, "nDataPoints": 2, "notes": null, "elementsJson": [ "headline_text", "bullet_list", "map", "icon_grid" ], "confidence": 0.9, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:13.634+00", "seconds": 7.43, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/127", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-127", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.45, "x": 0.05, "y": 0.4 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Map", "slug": "map", "status": "active", "canonId": "019de52c-fe4d-77bd-b0a4-d72d58b9e5a4", "version": 1, "description": null }, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:13.634+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3a6dfc68-6eeb-4d90-a148-9198935ec675", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.4, "x": 0.54, "y": 0.53 }, "kind": "list", "text": "Marketing, education, and client service: Extensive education and marketing function; Dedicated team of portfolio strategists", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:13.634+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "07e9d83e-263a-4ce0-8f39-a0c3e20041af", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.4, "x": 0.54, "y": 0.68 }, "kind": "list", "text": "Analytics and data: Modern and robust tech stack; Operational infrastructure to support scale", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:13.634+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "44829943-9b0d-4d13-9bba-eabe02093536", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.4, "x": 0.54, "y": 0.23 }, "kind": "list", "text": "Partnerships and distribution: Global footprint with dedicated local and channel coverage; Deep partnerships with largest wealth management platforms", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:13.634+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "83ee7233-9d25-42e3-b3e0-a6d505576298", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.4, "x": 0.54, "y": 0.38 }, "kind": "list", "text": "Products and solutions: Suite of evergreen funds designed for individual investor; Investment capabilities spanning the risk/return spectrum", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:13.634+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d3ef2bff-af8e-41b9-b8f7-1e1561b02997", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "employees: 140+", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:54+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0b-76d7ccdb4635", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.35, "x": 0.1, "y": 0.23 }, "kind": "paragraph", "text": "140+ employees across 7 core regions and 10+ global offices. US, Canada, Latin America, Europe, Asia-Pacific, Japan, Australia", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:13.634+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ace2e1d3-23c2-4f5f-9464-9be4f6ca5fc1", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.02, "y": 0.03 }, "kind": "title", "text": "We Have Built a Client-Centric and Multi-Faceted Business", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:13.634+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a11fd6d9-85d5-4b88-9ef5-8cd0586e2968", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.54, "y": 0.17 }, "kind": "title", "text": "Designed to Deliver for the Wealth Investor", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:13.634+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "032f88af-8229-49d8-b348-2dbd263f1802", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.17, "y": 0.17 }, "kind": "title", "text": "Best-in-Class Team", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:13.634+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2caf141c-51b3-45db-9b7a-16c696b4ba14", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Three Pillars", "slug": "three-pillars", "status": "active", "bestFor": null, "canonId": "019dd956-81ef-7455-a365-b234d95a6bbb", "version": 1, "bodyDocId": null, "description": "Three major supporting arguments that are MECE and address key concerns", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019deac5-67c2-722b-a00c-b977d998bfea", "evidence": "Multi-pillar capability summary", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 127, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 136, "from": 123, "loop": { "name": "14_day_in_life", "slug": "14-day-in-life", "status": "active", "bestFor": "Product demos, UX reviews, investor pitches focusing on pain points", "canonId": "019dd956-6b65-707f-9b14-89beaaab81fa", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The User's Struggle -> The Intervention (Your Solution) -> The Resolved State", "description": "Humanize abstract data by walking through a single user's struggle and resolution", "familyLabel": null }, "matchId": "019deac5-5049-7147-b2fa-9cb4cddaf0e1", "evidence": "TAM $30-40T, market share leader, playbook applied to new strategies (p.133)", "position": 14, "objective": "Sell the Private Wealth opportunity and Blue Owl's playbook", "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 128, "type": "analysis", "title": "The slide uses a two-section table structure (Scale and Diversification) to present growth metrics.", "function": "quantify_impact", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "balanced", "densityScore": 41, "componentCount": 5, "textChars": 429, "nDataPoints": 14, "notes": "The slide uses a two-section table structure (Scale and Diversification) to present growth metrics.", "elementsJson": [ "data_table", "big_number" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:08.61+00", "seconds": 2.239, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/128", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-128", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.45, "x": 0.45, "y": 0.82 }, "kind": "callout", "text": "Serving 125,000+ clients globally, ~4.0x growth since 2021", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.61+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "201c9079-bbad-4b64-a651-ad850331977f", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.03, "y": 0.93 }, "kind": "disclaimer", "text": "Past performance does not guarantee future results.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.61+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0af2e8d5-feed-4c2b-abd7-c5e2a2461a69", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Total Equity Raised: $52 billion", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:52+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0a-4d0b88908b06", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.55, "x": 0.38, "y": 0.12 }, "kind": "table", "text": "Scale: Total Equity Raised ($20B to $52B, 2.5x), Total Annual Equity Raised ($4B to $14B, 3.5x), Average Evergreen Monthly Raise ($150M to $775M, 5.0x). Diversification: Evergreen Access Points (1 to 12+), Transacting Platforms (185 to 740, 4.0x)", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.61+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e4af03a8-3881-464e-9e1b-8c0d44cbf5b7", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.25, "x": 0.05, "y": 0.12 }, "kind": "title", "text": "That Has Delivered Transformational Growth", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:08.61+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0db2a646-547c-4b72-b71b-533efc9d38d4", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "block", "agents": [ "Storyteller" ], "matchId": "019deac5-680a-74b9-8aff-5f8ac54820dc", "evidence": "Explicit before-after metrics", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 128, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Contrast Pairs", "slug": "contrast-pairs", "status": "active", "bestFor": null, "canonId": "019dd956-9b77-70d3-88b1-f34e26f60860", "version": 1, "bodyDocId": null, "description": "Creating tension through opposites: Before↔After, Problem↔Solution, Pain↔Relief", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-67e6-754e-bb2b-7e6537860338", "evidence": "2021 vs Today comparison table", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 128, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "bf60b753-01eb-4c36-b0c9-52043b430c1c", "evidence": "chart/waterfall: Waterfall chart showing AUM growth", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:03:16.963204+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 128, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 136, "from": 123, "loop": { "name": "14_day_in_life", "slug": "14-day-in-life", "status": "active", "bestFor": "Product demos, UX reviews, investor pitches focusing on pain points", "canonId": "019dd956-6b65-707f-9b14-89beaaab81fa", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The User's Struggle -> The Intervention (Your Solution) -> The Resolved State", "description": "Humanize abstract data by walking through a single user's struggle and resolution", "familyLabel": null }, "matchId": "019deac5-5049-7147-b2fa-9cb4cddaf0e1", "evidence": "TAM $30-40T, market share leader, playbook applied to new strategies (p.133)", "position": 14, "objective": "Sell the Private Wealth opportunity and Blue Owl's playbook", "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 129, "type": "resolution", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 57, "componentCount": 8, "textChars": 333, "nDataPoints": 2, "notes": null, "elementsJson": [ "headline_text", "callout_box", "big_number", "bullet_list" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:09.049+00", "seconds": 2.506, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/129", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-129", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Underpinned by a Strong Track Record of Innovation", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:56+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0b-d295497c8ffa", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.4, "x": 0.08, "y": 0.8 }, "kind": "list", "text": "Local products\nLocal currencies\nLocal account eligibility", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.049+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eaa139fb-3e88-456a-a491-59b070fdf222", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.4, "x": 0.52, "y": 0.38 }, "kind": "metric", "text": "#1 REIT fundraiser", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.049+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "61ed942e-45c4-4951-b1b4-a9c84161ab8d", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.4, "x": 0.08, "y": 0.38 }, "kind": "metric", "text": "$39 billion Evergreen BDC AUM", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.049+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bc3c8a47-4a61-44ce-8ef9-33d10cbaca6a", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Evergreen BDC AUM: $39 billion", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:56+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0b-d78b86b5ea26", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.52, "y": 0.8 }, "kind": "paragraph", "text": "Award-winning digital & in-person education platform", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.049+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e0f6d7ff-9796-41b4-ab49-3db5bb9d638b", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.03, "y": 0.96 }, "kind": "source-note", "text": "Please see endnotes for additional information.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.049+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ffa8d794-8832-4b92-8a38-b8f2ffe61f96", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.68, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Underpinned by a Strong Track Record of Innovation", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.049+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6afe1a22-47f6-4fc0-a842-d82037a5d421", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 136, "from": 123, "loop": { "name": "14_day_in_life", "slug": "14-day-in-life", "status": "active", "bestFor": "Product demos, UX reviews, investor pitches focusing on pain points", "canonId": "019dd956-6b65-707f-9b14-89beaaab81fa", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The User's Struggle -> The Intervention (Your Solution) -> The Resolved State", "description": "Humanize abstract data by walking through a single user's struggle and resolution", "familyLabel": null }, "matchId": "019deac5-5049-7147-b2fa-9cb4cddaf0e1", "evidence": "TAM $30-40T, market share leader, playbook applied to new strategies (p.133)", "position": 14, "objective": "Sell the Private Wealth opportunity and Blue Owl's playbook", "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 130, "type": "analysis", "function": "summarize", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 40, "componentCount": 6, "textChars": 303, "nDataPoints": 3, "notes": null, "elementsJson": [ "headline_text", "big_number", "icon_grid" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:09.651+00", "seconds": 2.195, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/130", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-130", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.28, "x": 0.36, "y": 0.275 }, "kind": "metric", "text": "$52bn Equity Raised Since Inception", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.651+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6cc3d436-dd34-4b4d-9a38-45641b2cee50", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.28, "x": 0.68, "y": 0.275 }, "kind": "metric", "text": "140+ Dedicated Private Wealth Employees", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.651+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "952c95d7-43f5-4bdf-872e-893ab4a8cb01", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.28, "x": 0.04, "y": 0.275 }, "kind": "metric", "text": "Top 3 Alts Capital Raiser for Past 3 Years", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.651+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b007c8b0-759c-4d41-a7f1-56df71cba5e0", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Equity Raised: $52bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:54+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0a-94a2e61a800a", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.03, "y": 0.94 }, "kind": "source-note", "text": "Please see endnotes for additional information.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.651+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ad7ae984-1a96-4110-b1f8-cb5e39a404c5", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.94, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "That has Led to an Industry-Leading Wealth Platform at One of the Largest and Fastest Growing Alternative Asset Managers", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.651+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "541c4029-7f26-4692-8ec6-a0148b1ca5fe", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Grid System", "slug": "grid-system", "status": "active", "bestFor": null, "canonId": "019dd956-b745-710f-8b70-825c603b1163", "version": 1, "bodyDocId": null, "description": "Aligning elements to invisible grid for visual harmony", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-682e-779d-8dac-c559c9cc972a", "evidence": "KPI grid summary", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 130, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 136, "from": 123, "loop": { "name": "14_day_in_life", "slug": "14-day-in-life", "status": "active", "bestFor": "Product demos, UX reviews, investor pitches focusing on pain points", "canonId": "019dd956-6b65-707f-9b14-89beaaab81fa", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The User's Struggle -> The Intervention (Your Solution) -> The Resolved State", "description": "Humanize abstract data by walking through a single user's struggle and resolution", "familyLabel": null }, "matchId": "019deac5-5049-7147-b2fa-9cb4cddaf0e1", "evidence": "TAM $30-40T, market share leader, playbook applied to new strategies (p.133)", "position": 14, "objective": "Sell the Private Wealth opportunity and Blue Owl's playbook", "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 131, "type": "setup", "function": "state_next_steps", "rawType": "next_steps", "block": null, "metadata": { "slideType": "next_steps", "slideTypeCanon": { "name": "Next steps", "slug": "next_steps", "status": "active", "canonId": "019de52d-0c5e-717b-b460-a68269e6078e", "version": 1, "description": null }, "function": "state_next_steps", "functionCanon": { "name": "State next steps", "slug": "state_next_steps", "status": "active", "canonId": "019de52d-14ca-70ac-b534-971f458cdf29", "version": 1, "description": null }, "density": "sparse", "densityScore": 10, "componentCount": 3, "textChars": 148, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:09.571+00", "seconds": 2.068, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/131", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-131", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "We will continue redefining alternatives for the individual investor", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:54+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0a-d7b1c40da9c1", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.6, "x": 0.35, "y": 0.45 }, "kind": "title", "text": "We will continue redefining alternatives for the individual investor", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.571+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b8b8e139-c432-49b1-b69c-3b13feff09a5", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.25, "x": 0.05, "y": 0.25 }, "kind": "title", "text": "What's next?", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:09.571+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b2356c44-b2c7-42f3-bb99-939f122db5f1", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Closing Techniques", "slug": "closing-techniques", "status": "active", "bestFor": null, "canonId": "019dd956-af13-774b-a4fd-7db0a3a88d51", "version": 1, "bodyDocId": null, "description": "Strong endings: Callback, challenge, vision, clear CTA, memorable line", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-6852-72e9-9b47-6efbada6edaf", "evidence": "Vision close to wealth section", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 131, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 136, "from": 123, "loop": { "name": "14_day_in_life", "slug": "14-day-in-life", "status": "active", "bestFor": "Product demos, UX reviews, investor pitches focusing on pain points", "canonId": "019dd956-6b65-707f-9b14-89beaaab81fa", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The User's Struggle -> The Intervention (Your Solution) -> The Resolved State", "description": "Humanize abstract data by walking through a single user's struggle and resolution", "familyLabel": null }, "matchId": "019deac5-5049-7147-b2fa-9cb4cddaf0e1", "evidence": "TAM $30-40T, market share leader, playbook applied to new strategies (p.133)", "position": 14, "objective": "Sell the Private Wealth opportunity and Blue Owl's playbook", "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 132, "type": "resolution", "title": "The slide uses a combination of market sizing (U.S. wealth) and competitive/market benchmarking (cash allocation) to justify growth.", "function": "size_opportunity", "rawType": "market_sizing", "block": null, "metadata": { "slideType": "market_sizing", "slideTypeCanon": { "name": "Market sizing", "slug": "market_sizing", "status": "active", "canonId": "019de52d-08c8-756c-8664-733b73a7ee7b", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "dense", "densityScore": 63, "componentCount": 8, "textChars": 424, "nDataPoints": 8, "notes": "The slide uses a combination of market sizing (U.S. wealth) and competitive/market benchmarking (cash allocation) to justify growth.", "elementsJson": [ "headline_text", "bar_chart_vertical", "paragraph", "icon_grid" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:10.572+00", "seconds": 2.897, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/132", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-132", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.4, "x": 0.55, "y": 0.25 }, "kind": "chart", "text": "Cash as a % of Financial Assets by Region", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.572+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "55d6a528-e057-46f4-a6f4-520b04cdb5a8", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.35, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "U.S. Wealth Market: Current vs Potential Alts Allocation", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.572+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ece8c1d8-d484-4618-ba77-4f2d309f02e3", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.02, "y": 0.95 }, "kind": "disclaimer", "text": "Please see endnotes for additional information.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.572+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "774afe47-d5be-4a55-a6a1-220188b58909", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.28, "x": 0.05, "y": 0.7 }, "kind": "list", "text": "Educate: The Nest by Blue Owl yielded +50,000 views upon launching", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.572+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "71aa6cd0-4991-42a3-9f1e-6d943d3065a0", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.28, "x": 0.67, "y": 0.7 }, "kind": "list", "text": "Innovate: Multiple new evergreen access points launching this year", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.572+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7f8661b6-061b-4ccc-8a70-48c11c040568", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.28, "x": 0.36, "y": 0.7 }, "kind": "list", "text": "Syndicate: 64% of transacting platforms have only done 1 product", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.572+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8f98c194-1cc5-4a34-a0b2-276bcc029865", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Alts Allocation: 15%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:57+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0c-0fa5822a595e", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.8, "x": 0.02, "y": 0.03 }, "kind": "title", "text": "There Is Significant Growth Potential Across Our Largest Markets", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.572+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f5888551-6d27-450b-920a-286bd5c600b9", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Three Pillars", "slug": "three-pillars", "status": "active", "bestFor": null, "canonId": "019dd956-81ef-7455-a365-b234d95a6bbb", "version": 1, "bodyDocId": null, "description": "Three major supporting arguments that are MECE and address key concerns", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019deac5-6877-7556-9e47-6c82477028b7", "evidence": "Educate/Syndicate/Innovate three-pillar strategy", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 132, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 136, "from": 123, "loop": { "name": "14_day_in_life", "slug": "14-day-in-life", "status": "active", "bestFor": "Product demos, UX reviews, investor pitches focusing on pain points", "canonId": "019dd956-6b65-707f-9b14-89beaaab81fa", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The User's Struggle -> The Intervention (Your Solution) -> The Resolved State", "description": "Humanize abstract data by walking through a single user's struggle and resolution", "familyLabel": null }, "matchId": "019deac5-5049-7147-b2fa-9cb4cddaf0e1", "evidence": "TAM $30-40T, market share leader, playbook applied to new strategies (p.133)", "position": 14, "objective": "Sell the Private Wealth opportunity and Blue Owl's playbook", "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 133, "type": "evidence", "title": "The slide uses a waterfall chart to illustrate the growth in AUM from $12bn to $34bn.", "function": "illustrate_case", "rawType": "case_study", "block": null, "metadata": { "slideType": "case_study", "slideTypeCanon": { "name": "Case study", "slug": "case_study", "status": "active", "canonId": "019de52d-0b95-7344-8090-926f3b8e92c8", "version": 1, "description": null }, "function": "illustrate_case", "functionCanon": { "name": "Illustrate case", "slug": "illustrate_case", "status": "active", "canonId": "019de52d-13b4-772c-bb73-1873612a7463", "version": 1, "description": null }, "density": "balanced", "densityScore": 43, "componentCount": 6, "textChars": 338, "nDataPoints": 6, "notes": "The slide uses a waterfall chart to illustrate the growth in AUM from $12bn to $34bn.", "elementsJson": [ "headline_text", "comparison_table", "waterfall_chart", "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:10.679+00", "seconds": 2.92, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/133", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-133", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Same team. Same vision. New opportunities.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:58+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0c-2b42b50b7b78", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.3, "x": 0.65, "y": 0.15 }, "kind": "chart", "text": "Waterfall chart showing AUM growth from $12bn to $34bn.", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Waterfall chart", "slug": "waterfall", "status": "active", "canonId": "019de52d-002e-733e-b5cf-dd3beb6692cc", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.679+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1f17c986-58df-4a93-a449-7f4a5c811ada", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "AUM: $34bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:58+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0c-2f835ffa1385", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.11, "y": 0.88 }, "kind": "paragraph", "text": "Same team. Same vision. New opportunities.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.679+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d037be17-906e-4748-804a-7f769920dc01", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.6, "x": 0.03, "y": 0.15 }, "kind": "table", "text": "Attributes at Close, Wealth Initiatives, Wealth Impact columns for Net Lease, Alternative Credit, and Digital Infrastructure.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.679+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7041359b-6528-4c9b-99b1-a5cb2ad34435", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.85, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "We have a Proven Playbook That Will Be Applied to New Strategies", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.679+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ee9b517f-c189-42bb-a525-95ab0b25272a", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Storytelling Effect", "slug": "storytelling-effect", "status": "active", "bestFor": null, "canonId": "019dd956-981b-74f9-9096-5c8df03dab5a", "version": 1, "bodyDocId": null, "description": "Stories are remembered up to 22x better than facts alone", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "block", "agents": [ "Storyteller" ], "matchId": "019deac5-68c0-757e-ad5f-2d74e53bb772", "evidence": "Net Lease playbook case applied to new strategies", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 133, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-689c-7291-963b-defb78e06e86", "evidence": "Callout 'Same team. Same vision. New opportunities.'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 133, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e9969dae-a73a-42e5-a9d9-13e03fe0b730", "evidence": "chart/waterfall: Waterfall chart showing AUM growth from $12bn to $34bn", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:03:17.198388+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 133, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 136, "from": 123, "loop": { "name": "14_day_in_life", "slug": "14-day-in-life", "status": "active", "bestFor": "Product demos, UX reviews, investor pitches focusing on pain points", "canonId": "019dd956-6b65-707f-9b14-89beaaab81fa", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The User's Struggle -> The Intervention (Your Solution) -> The Resolved State", "description": "Humanize abstract data by walking through a single user's struggle and resolution", "familyLabel": null }, "matchId": "019deac5-5049-7147-b2fa-9cb4cddaf0e1", "evidence": "TAM $30-40T, market share leader, playbook applied to new strategies (p.133)", "position": 14, "objective": "Sell the Private Wealth opportunity and Blue Owl's playbook", "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 134, "type": "analysis", "function": "frame_problem", "rawType": "market_landscape", "block": null, "metadata": { "slideType": "market_landscape", "slideTypeCanon": { "name": "Market landscape", "slug": "market_landscape", "status": "active", "canonId": "019de52d-0b6d-75db-a946-9ac362e3afc2", "version": 1, "description": null }, "function": "frame_problem", "functionCanon": { "name": "Frame problem", "slug": "frame_problem", "status": "active", "canonId": "019de52d-13db-753e-ad70-e9b2d0dab398", "version": 1, "description": null }, "density": "dense", "densityScore": 64, "componentCount": 8, "textChars": 491, "nDataPoints": 2, "notes": null, "elementsJson": [ "headline_text", "bullet_list", "icon_grid" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:11.409+00", "seconds": 3.535, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/134", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-134", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.2, "x": 0.03, "y": 0.94 }, "kind": "disclaimer", "text": "Please see endnotes for additional information.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.409+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "86b584d9-cf84-4511-8ef1-cce4854135d1", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.2, "x": 0.09, "y": 0.072 }, "kind": "list", "text": "The biggest challenges identified: Resources, Education, Regulation", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.409+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "64d5e720-0830-4010-8486-8082552e58c3", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.3, "x": 0.53, "y": 0.033 }, "kind": "list", "text": "Our team, Our track record, Our scale, Our partnerships, Our capacity to do more", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.409+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d2d6d4cc-4626-40c7-a514-f9ce45f7e433", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.35, "x": 0.09, "y": 0.34 }, "kind": "metric", "text": "79% don't have a dedicated private wealth team", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.409+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0754ca3b-b93f-4217-baa9-abedde5a4ecc", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.35, "x": 0.09, "y": 0.53 }, "kind": "metric", "text": "75% don't have a dedicated strategy for private wealth investors", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.409+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bf14200c-896a-4eed-adf0-83fc66c50b6e", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.45, "x": 0.03, "y": 0.22 }, "kind": "paragraph", "text": "Alternative asset managers looking to access private wealth are increasingly looking for partners", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.409+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "074f519e-3477-46a7-87de-e3e0bea2065d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.53, "y": 0.022 }, "kind": "title", "text": "The Blue Owl Private Wealth Difference", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.409+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ac2dadc-277a-415d-95e5-e09362440643", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.68, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Significant Barriers to Entry Are a Catalyst for M&A", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.409+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b1b043ad-8e6e-4f74-8dfc-b7f69d2842c7", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-68e4-709a-91a9-f2153e3e2e82", "evidence": "Action title states barriers as M&A catalyst", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 134, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 136, "from": 123, "loop": { "name": "14_day_in_life", "slug": "14-day-in-life", "status": "active", "bestFor": "Product demos, UX reviews, investor pitches focusing on pain points", "canonId": "019dd956-6b65-707f-9b14-89beaaab81fa", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The User's Struggle -> The Intervention (Your Solution) -> The Resolved State", "description": "Humanize abstract data by walking through a single user's struggle and resolution", "familyLabel": null }, "matchId": "019deac5-5049-7147-b2fa-9cb4cddaf0e1", "evidence": "TAM $30-40T, market share leader, playbook applied to new strategies (p.133)", "position": 14, "objective": "Sell the Private Wealth opportunity and Blue Owl's playbook", "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 135, "type": "resolution", "function": "size_opportunity", "rawType": "market_sizing", "block": null, "metadata": { "slideType": "market_sizing", "slideTypeCanon": { "name": "Market sizing", "slug": "market_sizing", "status": "active", "canonId": "019de52d-08c8-756c-8664-733b73a7ee7b", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "dense", "densityScore": 63, "componentCount": 11, "textChars": 256, "nDataPoints": 4, "notes": null, "elementsJson": [ "headline_text", "icon_grid", "big_number", "paragraph", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:11.628+00", "seconds": 3.541, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/135", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-135", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.18, "x": 0.31, "y": 0.52 }, "kind": "metric", "text": "~$12tn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.628+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0e56e271-09c8-4b9c-8852-7e4ef8620a4b", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.18, "x": 0.06, "y": 0.52 }, "kind": "metric", "text": "~$30tn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.628+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "376c7a49-dad2-434f-b95a-d179446250ac", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.18, "x": 0.81, "y": 0.52 }, "kind": "metric", "text": "~$47tn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.628+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "570caaea-fe33-4fbd-9ad8-f998c975c141", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.18, "x": 0.56, "y": 0.52 }, "kind": "metric", "text": "~$50tn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.628+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e65de545-b04e-45ab-afbb-9f8e81136bda", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "TAM: $50tn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:54+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0b-150cd03f0d45", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.18, "x": 0.81, "y": 0.61 }, "kind": "paragraph", "text": "U.S. Households Mutual Fund and Equity Investments", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.628+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "22566609-a89c-44b8-a102-3a62b95c4cbc", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.18, "x": 0.06, "y": 0.61 }, "kind": "paragraph", "text": "Retirement Market", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.628+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5534aeaa-782f-4e5e-8b63-aaac3cf63b52", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.18, "x": 0.56, "y": 0.61 }, "kind": "paragraph", "text": "Estimated Real Estate and Insurance Assets", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.628+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "938d9eba-e6a7-4c11-aa15-5c1d9e1650ef", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.18, "x": 0.31, "y": 0.61 }, "kind": "paragraph", "text": "Managed Accounts Assets", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.628+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f6b38297-cd60-461a-b14c-550fe9105af5", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.03, "y": 0.94 }, "kind": "source-note", "text": "Please see endnotes for additional information.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.628+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5ed706cf-c3fa-4449-8c1e-e5b4a0c75831", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "New Frontiers Will Continue to Drive Growth", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.628+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d2ab6d99-d902-4088-8e2c-4ad190918b96", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Three Pillars", "slug": "three-pillars", "status": "active", "bestFor": null, "canonId": "019dd956-81ef-7455-a365-b234d95a6bbb", "version": 1, "bodyDocId": null, "description": "Three major supporting arguments that are MECE and address key concerns", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019deac5-6907-7718-8a29-bcb31b2ef796", "evidence": "Four growth-frontier categories", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 135, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 136, "from": 123, "loop": { "name": "14_day_in_life", "slug": "14-day-in-life", "status": "active", "bestFor": "Product demos, UX reviews, investor pitches focusing on pain points", "canonId": "019dd956-6b65-707f-9b14-89beaaab81fa", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The User's Struggle -> The Intervention (Your Solution) -> The Resolved State", "description": "Humanize abstract data by walking through a single user's struggle and resolution", "familyLabel": null }, "matchId": "019deac5-5049-7147-b2fa-9cb4cddaf0e1", "evidence": "TAM $30-40T, market share leader, playbook applied to new strategies (p.133)", "position": 14, "objective": "Sell the Private Wealth opportunity and Blue Owl's playbook", "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 136, "type": "resolution", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 30, "componentCount": 2, "textChars": 750, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text", "numbered_list" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:12.95+00", "seconds": 4.697, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/136", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-136", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.8, "w": 0.6, "x": 0.35, "y": 0.1 }, "kind": "list", "text": "1. The Private Wealth opportunity remains in the early innings, and the addressable market is massive\n2. We were early believers in the opportunity, and our incumbency is reflected in our continued market leadership\n3. Given the barriers to entry, we believe there will be a handful of scaled players and we expect to be one of them\n4. There has been robust demand for our existing strategies, and we continue to expand geographically and increase advisor adoption for these products\n5. We also intend to add to the lineup with Alternative Credit and Digital Infrastructure\n6. We see continued expansion of alts in Private Wealth, and every 1% of incremental allocation is potentially trillions of dollars of flows to the space", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.95+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b2ce88e3-1a15-4946-9a1c-2715e8ee60bf", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.25, "x": 0.05, "y": 0.13 }, "kind": "title", "text": "Key Takeaways For Today", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.95+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "683e1f90-3b87-40cc-9046-302de71fba25", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Closing Techniques", "slug": "closing-techniques", "status": "active", "bestFor": null, "canonId": "019dd956-af13-774b-a4fd-7db0a3a88d51", "version": 1, "bodyDocId": null, "description": "Strong endings: Callback, challenge, vision, clear CTA, memorable line", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-692b-7379-8a1d-8d83faaaca9b", "evidence": "Key takeaways summary", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 136, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 136, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 28, "name": "Solution & Approach", "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 136, "from": 123, "loop": { "name": "14_day_in_life", "slug": "14-day-in-life", "status": "active", "bestFor": "Product demos, UX reviews, investor pitches focusing on pain points", "canonId": "019dd956-6b65-707f-9b14-89beaaab81fa", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The User's Struggle -> The Intervention (Your Solution) -> The Resolved State", "description": "Humanize abstract data by walking through a single user's struggle and resolution", "familyLabel": null }, "matchId": "019deac5-5049-7147-b2fa-9cb4cddaf0e1", "evidence": "TAM $30-40T, market share leader, playbook applied to new strategies (p.133)", "position": 14, "objective": "Sell the Private Wealth opportunity and Blue Owl's playbook", "confidence": 70, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 137, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 4, "componentCount": 2, "textChars": 66, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:10.378+00", "seconds": 2.102, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/137", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-137", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.3, "x": 0.05, "y": 0.75 }, "kind": "paragraph", "text": "Alan Kirshenbaum\nChief Financial Officer", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.378+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bc7539fc-b3ce-40ac-9ad1-1d142ebdfb8c", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.7, "x": 0.05, "y": 0.45 }, "kind": "title", "text": "Financial Review & Outlook", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.378+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "76292fa8-a165-48ec-892a-979114c78299", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 159, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 137, "name": "Evidence & Proof", "beatId": "019deac5-4d4c-7396-bd47-cb887619a8ae", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Financial Review section shows FRE growth, peer benchmarks, durability and shareholder value", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [], "locked": true }, { "page": 138, "type": "analysis", "title": "The slide uses a consistent bar chart format to show growth across three key financial metrics.", "function": "quantify_impact", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "balanced", "densityScore": 35, "componentCount": 6, "textChars": 165, "nDataPoints": 6, "notes": "The slide uses a consistent bar chart format to show growth across three key financial metrics.", "elementsJson": [ "bar_chart_vertical", "callout_box" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:10.737+00", "seconds": 2.358, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/138", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-138", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.15, "w": 1, "x": 0, "y": 0.8 }, "kind": "callout", "text": "Growth of ~4x in AUM & FPAUM in less than 4 years", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.737+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "37a4507c-1c90-4add-b8a1-fcbc5791b9da", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.3, "x": 0.02, "y": 0.135 }, "kind": "chart", "text": "AUM growth chart", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.737+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8a9d926d-5def-4597-b449-9682ac9f8958", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.3, "x": 0.68, "y": 0.135 }, "kind": "chart", "text": "Permanent Capital growth chart", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.737+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9796dc65-5b21-4068-a956-890eecf9b077", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.3, "x": 0.35, "y": 0.135 }, "kind": "chart", "text": "FPAUM growth chart", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.737+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cc4612a9-d610-4e02-b352-7059d7187a47", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "CAGR: 49%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:54+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0b-031362080396", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.45, "x": 0.02, "y": 0.03 }, "kind": "title", "text": "Significant Growth in AUM Since Our Listing", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.737+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a90e1e6b-4a7c-4eb4-ae43-8fd7307d4476", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6950-752e-a75b-06eb3cebbd7a", "evidence": "Action title 'Significant Growth in AUM Since Listing'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 138, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "Small Multiples", "slug": "small-multiples", "status": "active", "bestFor": null, "canonId": "019dd956-b32d-7586-b368-baa1dd388ed4", "version": 1, "bodyDocId": null, "description": "Repeating similar charts for comparison across categories or time", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-6974-72f9-9213-8b11f6d0b144", "evidence": "Three identical bar charts AUM/FPAUM/Perm", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 138, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 159, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 137, "name": "Evidence & Proof", "beatId": "019deac5-4d4c-7396-bd47-cb887619a8ae", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Financial Review section shows FRE growth, peer benchmarks, durability and shareholder value", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 145, "from": 138, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null }, "matchId": "019deac5-506f-761d-9359-1027ec6b1053", "evidence": "Successive charts: 15Q growth, Part I durability, peer comparison, permanence of capital", "position": 15, "objective": "Stack evidence of durable, peer-beating financial performance", "confidence": 82, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 139, "type": "analysis", "function": "summarize", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 38, "componentCount": 6, "textChars": 205, "nDataPoints": 12, "notes": null, "elementsJson": [ "bar_chart_vertical", "bar_chart_vertical", "bar_chart_vertical" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:10.896+00", "seconds": 2.502, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/139", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-139", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.94, "x": 0.03, "y": 0.8 }, "kind": "callout", "text": "CAGRs of over 30% in all key metrics since listing", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.896+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b9fd0d9b-6185-4070-a526-f04a1afe85ae", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.3, "x": 0.35, "y": 0.135 }, "kind": "chart", "text": "FRE Revenues 2021-2024", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.896+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "57022644-24af-46c1-a71a-f954e5b0388a", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.3, "x": 0.03, "y": 0.135 }, "kind": "chart", "text": "FRE Management Fees 2021-2024", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.896+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5ffe1cfa-44ac-4b5e-b134-ac2360e95116", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.3, "x": 0.67, "y": 0.135 }, "kind": "chart", "text": "Fee Related Earnings 2021-2024", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.896+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dec36a6b-afc4-41bb-a159-e40a6006ffe6", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "CAGR: 37%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:56+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0b-b4f5fe7beb78", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.85, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "Industry Leading FRE Management Fees, FRE Revenues and FRE Growth", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.896+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3b2af041-d4fa-4e7a-80fc-0bb659e62474", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Small Multiples", "slug": "small-multiples", "status": "active", "bestFor": null, "canonId": "019dd956-b32d-7586-b368-baa1dd388ed4", "version": 1, "bodyDocId": null, "description": "Repeating similar charts for comparison across categories or time", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-6999-774f-bb53-802719bdcf96", "evidence": "Three parallel growth charts", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 139, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-69bd-70c1-8a77-09a0467c588e", "evidence": "Callout 'CAGRs of over 30%'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 139, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "b6c375b3-6980-4424-9e33-247f42f94460", "evidence": "CAGRs of over 30% in all key metrics since listing", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 03:21:28.964958+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 139, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 159, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 137, "name": "Evidence & Proof", "beatId": "019deac5-4d4c-7396-bd47-cb887619a8ae", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Financial Review section shows FRE growth, peer benchmarks, durability and shareholder value", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 145, "from": 138, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null }, "matchId": "019deac5-506f-761d-9359-1027ec6b1053", "evidence": "Successive charts: 15Q growth, Part I durability, peer comparison, permanence of capital", "position": 15, "objective": "Stack evidence of durable, peer-beating financial performance", "confidence": 82, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 140, "type": "setup", "function": "summarize", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 26, "componentCount": 3, "textChars": 402, "nDataPoints": 2, "notes": null, "elementsJson": [ "headline_text", "bullet_list", "callout_box" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:10.503+00", "seconds": 2.015, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/140", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-140", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.38, "x": 0.58, "y": 0.15 }, "kind": "callout", "text": "Predictable, durable and highly visible earnings growth with less volatility than our peer set", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.503+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "de4d1963-5e2a-4aa5-a564-06ccfb750a9e", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.5, "x": 0.03, "y": 0.15 }, "kind": "list", "text": "100% of earnings are FRE; Permanent capital base creates earnings layer cake; 90+% of FRE Management Fees from permanent capital vehicles; Best-in-class average fee rate; Highly favorable FRE margin; Significant earnings power; Balance sheet light", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.503+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eba69ad3-bb89-49bd-b9f4-de6f58748a1e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "We Have a Differentiated Business Model and Financial Profile", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.503+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c58e790b-b836-4c1a-ad3a-4f265ea7fcf9", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "f234fd74-2088-4489-8cfc-570aff037748", "evidence": "100% of earnings are FRE; Permanent capital base creates earnings layer cake; 90+% of FRE Management Fees from permanent capital vehicles; Best-in-class average fee rate; Highly favorable FRE margin; Significant", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:21:29.032463+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 140, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-69e1-730d-86ad-635d043a19ae", "evidence": "Callout 'Predictable, durable... less volatility'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 140, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." } ], "frameworks": [], "arcBeats": [ { "to": 159, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 137, "name": "Evidence & Proof", "beatId": "019deac5-4d4c-7396-bd47-cb887619a8ae", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Financial Review section shows FRE growth, peer benchmarks, durability and shareholder value", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 145, "from": 138, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null }, "matchId": "019deac5-506f-761d-9359-1027ec6b1053", "evidence": "Successive charts: 15Q growth, Part I durability, peer comparison, permanence of capital", "position": 15, "objective": "Stack evidence of durable, peer-beating financial performance", "confidence": 82, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 141, "type": "analysis", "title": "The slide uses a dual-axis chart to correlate internal fee growth with external market benchmarks.", "function": "quantify_impact", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "dense", "densityScore": 50, "componentCount": 7, "textChars": 276, "nDataPoints": 15, "notes": "The slide uses a dual-axis chart to correlate internal fee growth with external market benchmarks.", "elementsJson": [ "bar_chart_vertical", "line_chart" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:17.139+00", "seconds": 8.632, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/141", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-141", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.75, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "chart", "text": "FRE Management Fees", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:17.139+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e14f75aa-65a8-454e-85af-d7f807efced6", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "chart", "text": "Market indicators (SOFR, DL Spreads, S&P 500)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:17.139+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cf192dff-1c0c-4d94-b564-77a98579c585", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.08, "x": 0.75, "y": 0.1 }, "kind": "image", "text": "Owl logo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:17.139+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "57983eab-6671-48ec-b808-c74e69b65fb0", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.15, "y": 0.85 }, "kind": "legend", "text": "FRE Management Fees, Avg. SOFR Rate, Direct Lending Spreads, S&P 500 Index", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:17.139+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4cd9ccdb-517d-46cb-b723-58f648fd2458", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "FRE Management Fees: 5,882", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:11:01+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0d-09ef368c42ff", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Our FRE Management Fees Have Grown for 15 Consecutive Quarters", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:17.139+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "35a10c68-0818-4878-a9da-2ccf894d1053", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.03, "y": 0.09 }, "kind": "title", "text": "Growth and stability through market cycles", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:17.139+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b49b64da-5ae2-420e-b1b5-183c926bde1e", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Annotation", "slug": "annotation", "status": "active", "bestFor": null, "canonId": "019dd956-b5b9-7668-bf0e-3af99823ec5c", "version": 1, "bodyDocId": null, "description": "Adding explanatory labels to highlight key data points", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-6a05-712c-9cef-adebaf2f92e5", "evidence": "Multi-line market overlays annotate FRE growth", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 141, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 159, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 137, "name": "Evidence & Proof", "beatId": "019deac5-4d4c-7396-bd47-cb887619a8ae", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Financial Review section shows FRE growth, peer benchmarks, durability and shareholder value", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 145, "from": 138, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null }, "matchId": "019deac5-506f-761d-9359-1027ec6b1053", "evidence": "Successive charts: 15Q growth, Part I durability, peer comparison, permanence of capital", "position": 15, "objective": "Stack evidence of durable, peer-beating financial performance", "confidence": 82, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 142, "type": "analysis", "title": "The chart uses a combination of bar (Fees) and line (Rates/Spreads) to show correlation and growth.", "function": "quantify_impact", "rawType": "financial_analysis", "block": null, "metadata": { "slideType": "financial_analysis", "slideTypeCanon": { "name": "Financial analysis", "slug": "financial_analysis", "status": "active", "canonId": "019de52d-0b45-709c-bfcc-0cf83dd00f13", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "dense", "densityScore": 68, "componentCount": 9, "textChars": 429, "nDataPoints": 12, "notes": "The chart uses a combination of bar (Fees) and line (Rates/Spreads) to show correlation and growth.", "elementsJson": [ "headline_text", "action_title", "bar_chart_vertical", "line_chart", "callout_box", "bullet_list" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:11.372+00", "seconds": 2.808, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/142", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-142", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.07, "x": 0.29, "y": 0.165 }, "kind": "callout", "text": "30+% CAGR", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.372+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4b226b34-bc90-4733-be1e-7dd10f3d63a5", "parentComponentId": null }, { "bbox": null, "kind": "callout", "text": "100 bps change in SOFR impacts FRE Management Fees by ~$55m", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:11:03+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0e-59b75472a39d", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.6, "x": 0.03, "y": 0.2 }, "kind": "chart", "text": "Part I Fees growth over time", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.372+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e748bb3f-50d1-4c26-be09-05e6d34552b0", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.6, "x": 0.03, "y": 0.2 }, "kind": "chart", "text": "Avg. SOFR Rate and Direct Lending Spreads", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.372+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1b8b3696-f05c-4a87-98f5-4f10402a9eb4", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.15, "y": 0.88 }, "kind": "legend", "text": "Part I Fees, Avg. SOFR Rate, Direct Lending Spreads", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.372+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "46696062-413f-4cef-aff7-c30bd154432a", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.3, "x": 0.68, "y": 0.65 }, "kind": "metric", "text": "100 bps change in SOFR impacts FRE Management Fees by ~$55m", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.372+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c5356adc-2629-4282-911d-79afe810f7d2", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Part I Fees: 30+%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:11:03+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0e-5d42690d5389", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.3, "x": 0.68, "y": 0.2 }, "kind": "paragraph", "text": "Resilient growth through market cycles due to: Strength of wealth fundraise, Deployment of capital", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.372+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d1b7759b-1afe-47ff-a177-b41a53a3f2ab", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.6, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Part I Fees Have Grown Meaningfully Through Different Market Cycles", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.372+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f44545d5-c002-488c-a1a8-d2ec3f2c07d2", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Annotation", "slug": "annotation", "status": "active", "bestFor": null, "canonId": "019dd956-b5b9-7668-bf0e-3af99823ec5c", "version": 1, "bodyDocId": null, "description": "Adding explanatory labels to highlight key data points", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-6a2a-75bc-8f73-e72f27ab50d2", "evidence": "Callouts 30+% CAGR and SOFR sensitivity", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 142, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6a4f-70e8-b460-ae402cb87fe4", "evidence": "Sensitivity callout articulates rate impact", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 142, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." } ], "frameworks": [], "arcBeats": [ { "to": 159, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 137, "name": "Evidence & Proof", "beatId": "019deac5-4d4c-7396-bd47-cb887619a8ae", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Financial Review section shows FRE growth, peer benchmarks, durability and shareholder value", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 145, "from": 138, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null }, "matchId": "019deac5-506f-761d-9359-1027ec6b1053", "evidence": "Successive charts: 15Q growth, Part I durability, peer comparison, permanence of capital", "position": 15, "objective": "Stack evidence of durable, peer-beating financial performance", "confidence": 82, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 143, "type": "setup", "title": "The slide highlights a 2.5x multiple over peer average and 1.7x over the highest peer for the 2021-2024 CAGR period.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 48, "componentCount": 6, "textChars": 432, "nDataPoints": 9, "notes": "The slide highlights a 2.5x multiple over peer average and 1.7x over the highest peer for the 2021-2024 CAGR period.", "elementsJson": [ "headline_text", "bar_chart_grouped", "callout_box" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:11.774+00", "seconds": 3.21, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/143", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-143", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Since 2021, our FRE Management Fee growth has been 2.5x the peer average and 1.7x the highest peer", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:11:01+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0d-4c6957f15a1a", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.6, "x": 0.03, "y": 0.2 }, "kind": "chart", "text": "Grouped bar chart showing Blue Owl vs Peer Average vs Highest Peer for 2023, 2024, and 2021-2024 CAGR", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.774+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1a74954a-b556-4e9d-a143-9e37971f8b23", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.22, "y": 0.9 }, "kind": "legend", "text": "Blue Owl | Peer Average | Highest Peer", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.774+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a4fe158d-7c91-4898-96f9-1ba56517ee2d", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "FRE Management Fee Growth: 2.5x", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:11:01+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0d-52e7724555fb", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.28, "x": 0.68, "y": 0.35 }, "kind": "paragraph", "text": "Since 2021, our FRE Management Fee growth has been 2.5x the peer average and 1.7x the highest peer", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.774+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4713cff1-e8f6-4637-80d8-5da1aaba5bcf", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.6, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "Our FRE Management Fee Growth Is Significantly Outpacing Our Peers", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.774+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "76f02fbe-5082-444c-80ac-fa325f0b0b22", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6a74-7469-b4b5-fb89fcd5c7fc", "evidence": "Action title 'Significantly Outpacing Peers'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 143, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6a97-707d-ad3c-7a2b184840b2", "evidence": "Callout '2.5x peer average and 1.7x highest peer'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 143, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." } ], "frameworks": [], "arcBeats": [ { "to": 159, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 137, "name": "Evidence & Proof", "beatId": "019deac5-4d4c-7396-bd47-cb887619a8ae", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Financial Review section shows FRE growth, peer benchmarks, durability and shareholder value", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 145, "from": 138, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null }, "matchId": "019deac5-506f-761d-9359-1027ec6b1053", "evidence": "Successive charts: 15Q growth, Part I durability, peer comparison, permanence of capital", "position": 15, "objective": "Stack evidence of durable, peer-beating financial performance", "confidence": 82, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 144, "type": "analysis", "title": "The slide uses a combination of a stacked bar chart, a pie chart, and a waterfall-style calculation to demonstrate financial stability and growth potential.", "function": "quantify_impact", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "balanced", "densityScore": 49, "componentCount": 6, "textChars": 451, "nDataPoints": 12, "notes": "The slide uses a combination of a stacked bar chart, a pie chart, and a waterfall-style calculation to demonstrate financial stability and growth potential.", "elementsJson": [ "bar_chart_stacked", "pie_chart", "infographic" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:11.42+00", "seconds": 2.784, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/144", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-144", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "~$435m of embedded earnings 20%+ growth over 2024 FRE Management Fees", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:11:01+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0d-82b806615747", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.3, "x": 0.03, "y": 0.135 }, "kind": "chart", "text": "Permanent Capital AUM", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.42+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "982324f9-8b0d-4b1c-acd8-2b2b7d97967e", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.3, "x": 0.35, "y": 0.135 }, "kind": "chart", "text": "Duration of FRE Management Fees", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.42+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "85717cd3-a27c-4110-9ddd-224e6f63d6af", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.3, "x": 0.68, "y": 0.135 }, "kind": "list", "text": "$23bn of AUM not yet paying fees will drive ~$300m of FRE Management Fees upon deployment + ~$135m of incremental annualized FRE Management Fees upon listing of Software BDC = ~$435m of embedded earnings 20%+ growth over 2024 FRE Management Fees", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.42+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "73655277-31d1-4388-9753-c58f20a4ce1e", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "FRE Management Fees: $435m", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:11:01+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0d-8685f1895c73", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.02, "y": 0.03 }, "kind": "title", "text": "The Permanency and Duration of Our Capital Base Is Distinct", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.42+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dff7b63d-9cc8-461e-9e4c-f702d6e1f216", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6abc-710b-91e1-8a93fbff6e92", "evidence": "Action title 'Permanency and Duration of Capital'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 144, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6ae0-70c0-9dd4-16585af0f104", "evidence": "Callout '~$435m of embedded earnings'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 144, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." } ], "frameworks": [ { "matchId": "019deac5-7093-7249-baed-4beb2b5b965f", "evidence": "Waterfall-style embedded earnings calculation", "framework": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 144, "frameworkName": "Waterfall / value bridge" } ], "arcBeats": [ { "to": 159, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 137, "name": "Evidence & Proof", "beatId": "019deac5-4d4c-7396-bd47-cb887619a8ae", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Financial Review section shows FRE growth, peer benchmarks, durability and shareholder value", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 145, "from": 138, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null }, "matchId": "019deac5-506f-761d-9359-1027ec6b1053", "evidence": "Successive charts: 15Q growth, Part I durability, peer comparison, permanence of capital", "position": 15, "objective": "Stack evidence of durable, peer-beating financial performance", "confidence": 82, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 145, "type": "setup", "title": "The chart uses an indexed scale (100) starting from 2Q'21.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 39, "componentCount": 5, "textChars": 440, "nDataPoints": 4, "notes": "The chart uses an indexed scale (100) starting from 2Q'21.", "elementsJson": [ "headline_text", "line_chart", "bullet_list" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:10.762+00", "seconds": 2.075, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/145", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-145", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Earnings durability through inflationary periods, geopolitical events, rate volatility, and significant slowdowns in capital markets activity.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:11:01+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0d-3229d8ab95ba", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.6, "x": 0.03, "y": 0.185 }, "kind": "chart", "text": "Distributable Earnings Growth (Indexed to 100)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.762+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aed1464e-916d-4dd3-8a0c-41e0ce68462a", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.25, "x": 0.7, "y": 0.26 }, "kind": "list", "text": "Earnings durability through... inflationary periods, geopolitical events, rate volatility, significant slowdowns in capital markets activity", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.762+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "74c2ec43-cd8d-40ca-a3c1-04e685a206d7", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Distributable Earnings Growth", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:11:01+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0d-373b73876234", "parentComponentId": null }, { "bbox": { "h": 0.14, "w": 0.58, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "So Our Earnings Are Not Subject to Much of the Market Volatility That Our Peers Are", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:10.762+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "66d9e6ad-39aa-4790-9302-3b6505c5e7f1", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6b05-75e9-adb7-6aa28d2b70d5", "evidence": "Action title 'Not Subject to Market Volatility'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 145, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6b2a-7182-96b0-cf1fcd9016d8", "evidence": "Callout articulates earnings durability", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 145, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." } ], "frameworks": [], "arcBeats": [ { "to": 159, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 137, "name": "Evidence & Proof", "beatId": "019deac5-4d4c-7396-bd47-cb887619a8ae", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Financial Review section shows FRE growth, peer benchmarks, durability and shareholder value", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 145, "from": 138, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null }, "matchId": "019deac5-506f-761d-9359-1027ec6b1053", "evidence": "Successive charts: 15Q growth, Part I durability, peer comparison, permanence of capital", "position": 15, "objective": "Stack evidence of durable, peer-beating financial performance", "confidence": 82, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 146, "type": "resolution", "title": "The slide uses two bar charts to show growth in total fundraising and evergreen product fundraising, alongside a list of strategic growth drivers.", "function": "quantify_impact", "rawType": "business_case", "block": null, "metadata": { "slideType": "business_case", "slideTypeCanon": { "name": "Business case", "slug": "business_case", "status": "active", "canonId": "019de52d-0e16-7764-9eec-dceac9d5f517", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "dense", "densityScore": 57, "componentCount": 6, "textChars": 678, "nDataPoints": 10, "notes": "The slide uses two bar charts to show growth in total fundraising and evergreen product fundraising, alongside a list of strategic growth drivers.", "elementsJson": [ "headline_text", "bar_chart_stacked", "bar_chart_vertical", "bullet_list" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:11.189+00", "seconds": 2.333, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/146", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-146", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Scaled, established participants like Blue Owl are driving market consolidation.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:11:05+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b10-294c5f65875b", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.31, "x": 0.02, "y": 0.18 }, "kind": "chart", "text": "Total Private Wealth Fundraise", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.189+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e16a1f15-d0fc-4605-8656-678465659602", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.28, "x": 0.33, "y": 0.18 }, "kind": "chart", "text": "Evergreen Wealth Product Fundraise", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.189+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a23642a4-993d-469f-9f66-ae289f8ab3cb", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.33, "x": 0.65, "y": 0.22 }, "kind": "list", "text": "Large and growing market opportunity, but significant barriers to entry. Scaled, established participants like Blue Owl are driving market consolidation. Meaningful growth potential in our existing business as investor allocations grow from ~3%. Further upside potential as we launch new products and expand into new markets. Well positioned to penetrate “new frontiers” of the wealth opportunity (retirement, model portfolios, etc.)", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.189+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "24778330-52e0-4972-bcf1-8e5f2041d355", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Fundraise ($ billions): 6.0x", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:11:05+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b10-2e07d8bcff94", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.75, "x": 0.02, "y": 0.04 }, "kind": "title", "text": "Our Leading Private Wealth Franchise Is Well Positioned for Future Growth", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.189+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "161405b5-369f-455a-9cfc-e95b752e82bf", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Small Multiples", "slug": "small-multiples", "status": "active", "bestFor": null, "canonId": "019dd956-b32d-7586-b368-baa1dd388ed4", "version": 1, "bodyDocId": null, "description": "Repeating similar charts for comparison across categories or time", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-6b4d-762f-a903-3a7852e58c03", "evidence": "Two parallel fundraise growth charts", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 146, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 159, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 137, "name": "Evidence & Proof", "beatId": "019deac5-4d4c-7396-bd47-cb887619a8ae", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Financial Review section shows FRE growth, peer benchmarks, durability and shareholder value", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 156, "from": 146, "loop": { "name": "24_time_machine", "slug": "24-time-machine", "status": "active", "bestFor": "Vision casting, long-term strategy, investment pitches", "canonId": "019dd956-6f7f-70b2-b087-a16fe20515a7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Fast Forward to Success -> What Made It Possible -> Back to Today's Decision", "description": "Transport the audience to a future state where your solution has already succeeded", "familyLabel": null }, "matchId": "019deac5-5093-764a-b2e4-d89f4356e014", "evidence": "Forward-looking fund scaling, growth drivers and explicit 'AUM will exceed $500bn by 2029' (p.156)", "position": 16, "objective": "Project the path to $500bn AUM by 2029", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 147, "type": "analysis", "title": "The slide uses bar charts to show growth in fund sizes, with some bars indicating targets or hard caps.", "function": "summarize", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 44, "componentCount": 6, "textChars": 324, "nDataPoints": 16, "notes": "The slide uses bar charts to show growth in fund sizes, with some bars indicating targets or hard caps.", "elementsJson": [ "headline_text", "bar_chart_vertical", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:11.549+00", "seconds": 2.622, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/147", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-147", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.3, "x": 0.35, "y": 0.175 }, "kind": "chart", "text": "Real Assets - Net Lease fund growth", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bab38632-0057-4426-909f-5d4e815016f3", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.3, "x": 0.03, "y": 0.175 }, "kind": "chart", "text": "GP Stakes - Large Cap Equity fund growth", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c75e4f0e-7f63-49b5-807b-3a1f2fcfb1fe", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.3, "x": 0.67, "y": 0.175 }, "kind": "chart", "text": "Real Assets - Digital Infrastructure fund growth", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f1309105-fe98-4b3e-801a-cb677cf58083", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.03, "y": 0.94 }, "kind": "disclaimer", "text": "Projections and forward-looking statements are based on various assumptions and there is no guarantee expectations will be achieved.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "549e31ef-3c31-4b57-bf8b-12a5c7ebd29c", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "AUM ($ billions): 13.0", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:11:01+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0c-b760b548382a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "Our Closed-End Flagship Funds Have Been Scaling", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c315d116-00a0-47ed-bc83-092cddf5b939", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Small Multiples", "slug": "small-multiples", "status": "active", "bestFor": null, "canonId": "019dd956-b32d-7586-b368-baa1dd388ed4", "version": 1, "bodyDocId": null, "description": "Repeating similar charts for comparison across categories or time", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-6b71-7448-ae03-2229da4c82c3", "evidence": "Three vintages bar charts side by side", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 147, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 159, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 137, "name": "Evidence & Proof", "beatId": "019deac5-4d4c-7396-bd47-cb887619a8ae", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Financial Review section shows FRE growth, peer benchmarks, durability and shareholder value", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 156, "from": 146, "loop": { "name": "24_time_machine", "slug": "24-time-machine", "status": "active", "bestFor": "Vision casting, long-term strategy, investment pitches", "canonId": "019dd956-6f7f-70b2-b087-a16fe20515a7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Fast Forward to Success -> What Made It Possible -> Back to Today's Decision", "description": "Transport the audience to a future state where your solution has already succeeded", "familyLabel": null }, "matchId": "019deac5-5093-764a-b2e4-d89f4356e014", "evidence": "Forward-looking fund scaling, growth drivers and explicit 'AUM will exceed $500bn by 2029' (p.156)", "position": 16, "objective": "Project the path to $500bn AUM by 2029", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 148, "type": "analysis", "title": "The 2029 bar is a single arrow indicating future growth projection.", "function": "quantify_impact", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "balanced", "densityScore": 26, "componentCount": 4, "textChars": 239, "nDataPoints": 18, "notes": "The 2029 bar is a single arrow indicating future growth projection.", "elementsJson": [ "headline_text", "bar_chart_stacked" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:11.538+00", "seconds": 2.483, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/148", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-148", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.75, "w": 0.95, "x": 0.03, "y": 0.12 }, "kind": "chart", "text": "Stacked bar chart showing AUM growth by segment", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.538+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "77ac5779-968a-4ddd-ad4d-9a075cb9ceb2", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "AUM: $79bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:11:01+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0c-a02962f83be6", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.47, "x": 0.03, "y": 0.93 }, "kind": "source-note", "text": "Projections and forward-looking statements are based on various assumptions and there is no guarantee expectations will be achieved.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.538+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "678bb3e8-9412-4b40-a58f-8ff38469f8e8", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.55, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Our Direct Lending BDCs Have Grown to $79bn of AUM", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.538+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "90d229aa-6cb0-4503-9826-3b045ce77281", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Annotation", "slug": "annotation", "status": "active", "bestFor": null, "canonId": "019dd956-b5b9-7668-bf0e-3af99823ec5c", "version": 1, "bodyDocId": null, "description": "Adding explanatory labels to highlight key data points", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-6b96-730a-81e2-9ada8e5440ae", "evidence": "2029 projection arrow annotated", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 148, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Data-Ink Ratio", "slug": "data-ink-ratio", "status": "active", "bestFor": null, "canonId": "019dd956-afc8-70da-b378-92834d36fde6", "version": 1, "bodyDocId": null, "description": "Maximize data, minimize non-data ink - remove chartjunk and decoration", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "ab4f09c3-74f1-4563-9cda-d618ef79e08a", "evidence": "chart/bar-stacked: Stacked bar chart showing AUM growth by segment", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:21:29.419369+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 148, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 159, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 137, "name": "Evidence & Proof", "beatId": "019deac5-4d4c-7396-bd47-cb887619a8ae", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Financial Review section shows FRE growth, peer benchmarks, durability and shareholder value", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 156, "from": 146, "loop": { "name": "24_time_machine", "slug": "24-time-machine", "status": "active", "bestFor": "Vision casting, long-term strategy, investment pitches", "canonId": "019dd956-6f7f-70b2-b087-a16fe20515a7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Fast Forward to Success -> What Made It Possible -> Back to Today's Decision", "description": "Transport the audience to a future state where your solution has already succeeded", "familyLabel": null }, "matchId": "019deac5-5093-764a-b2e4-d89f4356e014", "evidence": "Forward-looking fund scaling, growth drivers and explicit 'AUM will exceed $500bn by 2029' (p.156)", "position": 16, "objective": "Project the path to $500bn AUM by 2029", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 149, "type": "setup", "title": "Uses a causal chain structure to link internal strengths to external outcomes.", "function": "present_solution", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "balanced", "densityScore": 31, "componentCount": 4, "textChars": 535, "nDataPoints": 0, "notes": "Uses a causal chain structure to link internal strengths to external outcomes.", "elementsJson": [ "headline_text", "process_diagram" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:13.948+00", "seconds": 4.792, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/149", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-149", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "diagram", "text": "Causal mapping of strategy to growth", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:13.948+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "97134bc6-0b95-41fa-ab8d-86ebb36bb168", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.4, "x": 0.05, "y": 0.3 }, "kind": "list", "text": "World class team and resources; Downside-protected, income-oriented strategies are in our DNA; Balance sheet light Insurance model; Massive origination engine across asset classes", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:13.948+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "62adfbe2-0b3d-4dde-8e63-7adeab326f55", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.4, "x": 0.55, "y": 0.3 }, "kind": "list", "text": "Platform designed to scale; Product innovation tailored to insurers; Large addressable market to partner with insurers without competing; Significant opportunity to attract and expand Insurance LP relationships", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:13.948+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6520355d-6a78-41f7-9eef-4145d666c4aa", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.9, "x": 0.02, "y": 0.04 }, "kind": "title", "text": "Insurance Solutions Provides Us with Another Scaled Distribution Channel That Is Poised for Significant Growth", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:13.948+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b4c29db6-13d2-4e3b-ad6f-c2109d86c207", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Causal Chain", "slug": "causal-chain", "status": "active", "bestFor": null, "canonId": "019dd956-9e98-7269-907b-8cf727e9499d", "version": 1, "bodyDocId": null, "description": "Showing how one event leads to another in sequence", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Architect", "layer": "loop", "agents": [ "Architect" ], "matchId": "019deac5-6bb9-721f-b4b8-1aa0f9f9e5d2", "evidence": "Internal capabilities → external opportunities mapping", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 149, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Causal Chain", "slug": "causal-chain", "status": "active", "bestFor": null, "canonId": "019dd956-9e98-7269-907b-8cf727e9499d", "version": 1, "bodyDocId": null, "description": "Showing how one event leads to another in sequence", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "4ce310df-b979-4db7-a924-ef796bdb8b26", "evidence": "diagram/process: Causal mapping of strategy to growth", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:21:29.487984+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 149, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 159, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 137, "name": "Evidence & Proof", "beatId": "019deac5-4d4c-7396-bd47-cb887619a8ae", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Financial Review section shows FRE growth, peer benchmarks, durability and shareholder value", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 156, "from": 146, "loop": { "name": "24_time_machine", "slug": "24-time-machine", "status": "active", "bestFor": "Vision casting, long-term strategy, investment pitches", "canonId": "019dd956-6f7f-70b2-b087-a16fe20515a7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Fast Forward to Success -> What Made It Possible -> Back to Today's Decision", "description": "Transport the audience to a future state where your solution has already succeeded", "familyLabel": null }, "matchId": "019deac5-5093-764a-b2e4-d89f4356e014", "evidence": "Forward-looking fund scaling, growth drivers and explicit 'AUM will exceed $500bn by 2029' (p.156)", "position": 16, "objective": "Project the path to $500bn AUM by 2029", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 150, "type": "setup", "function": "summarize", "rawType": "timeline", "block": null, "metadata": { "slideType": "timeline", "slideTypeCanon": { "name": "Timeline", "slug": "timeline", "status": "active", "canonId": "019de52d-0851-75eb-b758-ea2965e7739a", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 37, "componentCount": 6, "textChars": 200, "nDataPoints": 6, "notes": null, "elementsJson": [ "headline_text", "timeline_visual", "data_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:11.947+00", "seconds": 2.592, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/150", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-150", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.95, "x": 0.03, "y": 0.15 }, "kind": "chart", "text": "Timeline showing Direct Lending (2016), GP Strategic Capital (2011), and Net Lease (2009) with corresponding AUM values.", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": null, "framework": null }, "subkind": "timeline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.947+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "848489ea-8dfd-4202-94d5-fcd923e261c6", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.08, "x": 0.88, "y": 0.25 }, "kind": "metric", "text": "$98bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.947+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "12aa7ff5-77af-4309-b892-121e5e274a82", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.08, "x": 0.88, "y": 0.43 }, "kind": "metric", "text": "$34bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.947+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "83c73999-a2dc-437b-89f8-bc4d3744d813", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.08, "x": 0.88, "y": 0.34 }, "kind": "metric", "text": "$66bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.947+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9a3f7d14-da6d-4c59-92a8-f1a0f15aa227", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "AUM: $98bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:11:01+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0c-d899d20ce325", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.75, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "Our Strategies That Existed As of Our Last Investor Day", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:11.947+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5d38e2db-c57c-49de-850a-c0e9623ddc49", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 159, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 137, "name": "Evidence & Proof", "beatId": "019deac5-4d4c-7396-bd47-cb887619a8ae", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Financial Review section shows FRE growth, peer benchmarks, durability and shareholder value", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 156, "from": 146, "loop": { "name": "24_time_machine", "slug": "24-time-machine", "status": "active", "bestFor": "Vision casting, long-term strategy, investment pitches", "canonId": "019dd956-6f7f-70b2-b087-a16fe20515a7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Fast Forward to Success -> What Made It Possible -> Back to Today's Decision", "description": "Transport the audience to a future state where your solution has already succeeded", "familyLabel": null }, "matchId": "019deac5-5093-764a-b2e4-d89f4356e014", "evidence": "Forward-looking fund scaling, growth drivers and explicit 'AUM will exceed $500bn by 2029' (p.156)", "position": 16, "objective": "Project the path to $500bn AUM by 2029", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 151, "type": "setup", "title": "The chart uses a timeline format to show the duration of different investment strategies, with AUM values on the right.", "function": "summarize", "rawType": "timeline", "block": null, "metadata": { "slideType": "timeline", "slideTypeCanon": { "name": "Timeline", "slug": "timeline", "status": "active", "canonId": "019de52d-0851-75eb-b758-ea2965e7739a", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 69, "componentCount": 13, "textChars": 325, "nDataPoints": 8, "notes": "The chart uses a timeline format to show the duration of different investment strategies, with AUM values on the right.", "elementsJson": [ "headline_text", "timeline_visual", "kpi_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:12.977+00", "seconds": 3.616, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/151", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-151", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Diversification into the largest growth areas of alternatives with the benefit of long track records of success", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 14:22:15+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-8f6e-7367-8570-2e8141c19a94", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.95, "x": 0.03, "y": 0.15 }, "kind": "chart", "text": "Timeline of investment strategies", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": null, "framework": null }, "subkind": "timeline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.977+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9a31960c-62ef-4cc1-a726-b2945693613b", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.08, "x": 0.88, "y": 0.7 }, "kind": "metric", "text": "$18bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.977+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "71b0448e-c357-4009-9b28-948ade35e25f", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.08, "x": 0.88, "y": 0.52 }, "kind": "metric", "text": "$10bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.977+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "88f61aef-c129-4f21-8ae0-5d6dae2ab52f", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.08, "x": 0.88, "y": 0.43 }, "kind": "metric", "text": "$34bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.977+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "89064820-ac34-4a13-bd75-3c377e719f00", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.08, "x": 0.88, "y": 0.61 }, "kind": "metric", "text": "$15bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.977+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "af10f3e3-e26c-41e4-982e-2dd7ecadb582", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.08, "x": 0.88, "y": 0.34 }, "kind": "metric", "text": "$66bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.977+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bf56c493-2a77-466e-bd9c-3dcc08e88e9e", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.08, "x": 0.88, "y": 0.79 }, "kind": "metric", "text": "$11bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.977+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c34942b7-3e90-4ae1-ae61-15718572546e", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.08, "x": 0.88, "y": 0.25 }, "kind": "metric", "text": "$98bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.977+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c9f7a431-3f66-418b-a783-be2beb787788", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.08, "x": 0.88, "y": 0.88 }, "kind": "metric", "text": "$14bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.977+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "da8ddecb-2d1f-4ae2-a5db-5c6133882485", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "AUM: $98bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 14:22:15+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-8f6e-7367-8570-33d36e821baf", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Our Strategies Today", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.977+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f743abd5-059f-4ff2-ae49-5d75f80a2614", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.8, "x": 0.03, "y": 0.1 }, "kind": "title", "text": "Diversification into the largest growth areas of alternatives with the benefit of long track records of success", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.977+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e7372629-c5b0-4cc7-87db-747fcd6ae8ff", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6bde-711c-905d-a017663789a7", "evidence": "Callout 'Diversification with long track records'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 151, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." } ], "frameworks": [], "arcBeats": [ { "to": 159, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 137, "name": "Evidence & Proof", "beatId": "019deac5-4d4c-7396-bd47-cb887619a8ae", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Financial Review section shows FRE growth, peer benchmarks, durability and shareholder value", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 156, "from": 146, "loop": { "name": "24_time_machine", "slug": "24-time-machine", "status": "active", "bestFor": "Vision casting, long-term strategy, investment pitches", "canonId": "019dd956-6f7f-70b2-b087-a16fe20515a7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Fast Forward to Success -> What Made It Possible -> Back to Today's Decision", "description": "Transport the audience to a future state where your solution has already succeeded", "familyLabel": null }, "matchId": "019deac5-5093-764a-b2e4-d89f4356e014", "evidence": "Forward-looking fund scaling, growth drivers and explicit 'AUM will exceed $500bn by 2029' (p.156)", "position": 16, "objective": "Project the path to $500bn AUM by 2029", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 152, "type": "evidence", "title": "The slide uses a waterfall chart to show the cumulative growth of earnings power and a table to show specific metric improvements.", "function": "illustrate_case", "rawType": "case_study", "block": null, "metadata": { "slideType": "case_study", "slideTypeCanon": { "name": "Case study", "slug": "case_study", "status": "active", "canonId": "019de52d-0b95-7344-8090-926f3b8e92c8", "version": 1, "description": null }, "function": "illustrate_case", "functionCanon": { "name": "Illustrate case", "slug": "illustrate_case", "status": "active", "canonId": "019de52d-13b4-772c-bb73-1873612a7463", "version": 1, "description": null }, "density": "balanced", "densityScore": 37, "componentCount": 5, "textChars": 338, "nDataPoints": 14, "notes": "The slide uses a waterfall chart to show the cumulative growth of earnings power and a table to show specific metric improvements.", "elementsJson": [ "headline_text", "waterfall_chart", "comparison_table", "callout_box" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:15.027+00", "seconds": 5.432, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/152", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-152", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.95, "x": 0.03, "y": 0.85 }, "kind": "callout", "text": "We believe we can replicate this type of growth with Atalaya & IPI driven by our product innovation", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:15.027+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ce07cedc-6e9c-40a8-9d85-d3946503eab8", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.45, "x": 0.03, "y": 0.18 }, "kind": "chart", "text": "Waterfall chart showing growth from FRE Revenue at signing to Current Earnings Power", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Waterfall chart", "slug": "waterfall", "status": "active", "canonId": "019de52d-002e-733e-b5cf-dd3beb6692cc", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:15.027+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6da1667f-ad59-4c8b-8705-117a39d1b255", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "AUM: 3x+", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:11:01+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0d-68496b91c45e", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.45, "x": 0.5, "y": 0.15 }, "kind": "table", "text": "Comparison table of metrics between Oak Street at signing and Net Lease today", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:15.027+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bd16fb60-3c4c-4e60-99b3-f35250d60ce7", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.7, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "We Have a Playbook and Track Record of Growing Our Acquired Businesses", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:15.027+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6bc56cc1-232f-4ece-98d1-57b1e9fbe9bb", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Storytelling Effect", "slug": "storytelling-effect", "status": "active", "bestFor": null, "canonId": "019dd956-981b-74f9-9096-5c8df03dab5a", "version": 1, "bodyDocId": null, "description": "Stories are remembered up to 22x better than facts alone", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "block", "agents": [ "Storyteller" ], "matchId": "019deac5-6c02-7369-8f0b-6bd31f2a3099", "evidence": "Oak Street playbook case study (verified image)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 152, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6c26-750e-95ed-40a7b57f8bf3", "evidence": "Callout 'replicate this with Atalaya & IPI'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 152, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "bc93929f-6cf7-4bc1-931f-5f18db5fc888", "evidence": "Comparison table of metrics between Oak Street at signing and Net Lease today", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:03:16.084004+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 152, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "b1de2799-9a38-4079-ac4f-14bbcc9f8c95", "evidence": "Waterfall chart showing growth from FRE Revenue at signing to Current Earnings Power", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:03:16.050164+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 152, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "019deac5-70b8-7374-909c-07c6870da76a", "evidence": "Verified waterfall building from FRE Revenue to Current Earnings Power", "framework": null, "confidence": 95, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 152, "frameworkName": "Waterfall chart" } ], "arcBeats": [ { "to": 159, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 137, "name": "Evidence & Proof", "beatId": "019deac5-4d4c-7396-bd47-cb887619a8ae", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Financial Review section shows FRE growth, peer benchmarks, durability and shareholder value", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 156, "from": 146, "loop": { "name": "24_time_machine", "slug": "24-time-machine", "status": "active", "bestFor": "Vision casting, long-term strategy, investment pitches", "canonId": "019dd956-6f7f-70b2-b087-a16fe20515a7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Fast Forward to Success -> What Made It Possible -> Back to Today's Decision", "description": "Transport the audience to a future state where your solution has already succeeded", "familyLabel": null }, "matchId": "019deac5-5093-764a-b2e4-d89f4356e014", "evidence": "Forward-looking fund scaling, growth drivers and explicit 'AUM will exceed $500bn by 2029' (p.156)", "position": 16, "objective": "Project the path to $500bn AUM by 2029", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 153, "type": "analysis", "function": "quantify_impact", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "balanced", "densityScore": 44, "componentCount": 6, "textChars": 358, "nDataPoints": 6, "notes": null, "elementsJson": [ "headline_text", "bar_chart_vertical", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:12.616+00", "seconds": 2.839, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/153", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-153", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.3, "x": 0.68, "y": 0.185 }, "kind": "chart", "text": "AUM growth from 251 to 500+ at 2x+ growth", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.616+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "327b5ed1-57b0-403a-a321-24ebf093364c", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.3, "x": 0.02, "y": 0.185 }, "kind": "chart", "text": "FRE Management Fees growth from 2.0 to 5.1+ at 20%+ CAGR", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.616+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3f12b848-fcba-4cd5-a436-e1f7a32b8bca", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.3, "x": 0.35, "y": 0.185 }, "kind": "chart", "text": "Fee Related Earnings growth from 1.3 to 3.1+ at 20%+ CAGR", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.616+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e6f283f5-79fc-47ce-bc47-5abb4bed3565", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.02, "y": 0.93 }, "kind": "disclaimer", "text": "Projections and forward-looking statements are based on various assumptions and there is no guarantee expectations will be achieved.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.616+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "63ca8faf-e8a1-4572-8311-9b2ac2fbc1b1", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "AUM: 500+", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:11:03+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0e-791ea156d3a6", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.85, "x": 0.02, "y": 0.03 }, "kind": "title", "text": "We Expect to More Than Double Key Metrics Over the Next 5 Years", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.616+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "12a3b4ed-402f-48be-9706-c7003390f011", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Contrast Pairs", "slug": "contrast-pairs", "status": "active", "bestFor": null, "canonId": "019dd956-9b77-70d3-88b1-f34e26f60860", "version": 1, "bodyDocId": null, "description": "Creating tension through opposites: Before↔After, Problem↔Solution, Pain↔Relief", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-6c4a-736b-9559-9b1068a22a1b", "evidence": "2024 vs 2029 paired bars", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 153, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Small Multiples", "slug": "small-multiples", "status": "active", "bestFor": null, "canonId": "019dd956-b32d-7586-b368-baa1dd388ed4", "version": 1, "bodyDocId": null, "description": "Repeating similar charts for comparison across categories or time", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-6c6d-71ad-a604-e650443ca565", "evidence": "Three identical projection mini-charts", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 153, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 159, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 137, "name": "Evidence & Proof", "beatId": "019deac5-4d4c-7396-bd47-cb887619a8ae", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Financial Review section shows FRE growth, peer benchmarks, durability and shareholder value", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 156, "from": 146, "loop": { "name": "24_time_machine", "slug": "24-time-machine", "status": "active", "bestFor": "Vision casting, long-term strategy, investment pitches", "canonId": "019dd956-6f7f-70b2-b087-a16fe20515a7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Fast Forward to Success -> What Made It Possible -> Back to Today's Decision", "description": "Transport the audience to a future state where your solution has already succeeded", "familyLabel": null }, "matchId": "019deac5-5093-764a-b2e4-d89f4356e014", "evidence": "Forward-looking fund scaling, growth drivers and explicit 'AUM will exceed $500bn by 2029' (p.156)", "position": 16, "objective": "Project the path to $500bn AUM by 2029", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 154, "type": "setup", "function": "summarize", "rawType": "initiative_list", "block": null, "metadata": { "slideType": "initiative_list", "slideTypeCanon": { "name": "Initiative list", "slug": "initiative_list", "status": "active", "canonId": "019de52d-0caf-770e-9b91-b99239121f50", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 54, "componentCount": 6, "textChars": 854, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text", "bullet_list", "other" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:12.339+00", "seconds": 2.443, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/154", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-154", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.3, "w": 0.23, "x": 0.72, "y": 0.25 }, "kind": "list", "text": "Real Assets: Continued strong fundraise into our Net Lease wealth product (ORENT); Continued growth of our Net Lease closed-end flagship funds; Scaling of the Digital Infrastructure strategy, including the launch of a wealth product", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.339+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1ee97d65-4c46-4e2a-bc49-05665c76dd36", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.15, "x": 0.04, "y": 0.295 }, "kind": "list", "text": "Core Growth Drivers by Platform", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.339+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "62e30536-f449-4298-823a-12df4e30649b", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.23, "x": 0.22, "y": 0.25 }, "kind": "list", "text": "Credit: List merged Software Lending BDC; Continued strong fundraise across our Direct Lending wealth products (OCIC & OTIC); New and adjacent product launches, including an Alternative Credit wealth product", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.339+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "82d8f9c7-6fb4-4077-8236-050fb285a89b", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.45, "x": 0.22, "y": 0.72 }, "kind": "list", "text": "Other Drivers: Scaling of our recent acquisitions and newer investment strategies; Growth of Blue Owl Insurance Solutions; Future M&A opportunities; Continued global expansion of the firm", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.339+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f9218200-4525-46df-8382-7bf5ac0b582f", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.23, "x": 0.47, "y": 0.25 }, "kind": "list", "text": "GP Strategic Capital: Continued market leadership and fundraise of our large cap GP Minority Stakes strategy; Additional strip sale and continuation vehicle transactions", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.339+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fdebf694-739b-4bf7-b092-5c36cd198023", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.4, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "Drivers of Our Future Growth", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.339+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "44e6fb08-f68f-4959-9d7c-cb733997e2e0", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Three Pillars", "slug": "three-pillars", "status": "active", "bestFor": null, "canonId": "019dd956-81ef-7455-a365-b234d95a6bbb", "version": 1, "bodyDocId": null, "description": "Three major supporting arguments that are MECE and address key concerns", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019deac5-6c91-7271-8422-272e6ccc21e9", "evidence": "Categorized by Credit/GP/Real Assets pillars", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 154, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 159, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 137, "name": "Evidence & Proof", "beatId": "019deac5-4d4c-7396-bd47-cb887619a8ae", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Financial Review section shows FRE growth, peer benchmarks, durability and shareholder value", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 156, "from": 146, "loop": { "name": "24_time_machine", "slug": "24-time-machine", "status": "active", "bestFor": "Vision casting, long-term strategy, investment pitches", "canonId": "019dd956-6f7f-70b2-b087-a16fe20515a7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Fast Forward to Success -> What Made It Possible -> Back to Today's Decision", "description": "Transport the audience to a future state where your solution has already succeeded", "familyLabel": null }, "matchId": "019deac5-5093-764a-b2e4-d89f4356e014", "evidence": "Forward-looking fund scaling, growth drivers and explicit 'AUM will exceed $500bn by 2029' (p.156)", "position": 16, "objective": "Project the path to $500bn AUM by 2029", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 155, "type": "resolution", "title": "The slide uses a waterfall-style comparison to show growth from $2.0bn to $5.1bn+.", "function": "quantify_impact", "rawType": "initiative_list", "block": null, "metadata": { "slideType": "initiative_list", "slideTypeCanon": { "name": "Initiative list", "slug": "initiative_list", "status": "active", "canonId": "019de52d-0caf-770e-9b91-b99239121f50", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "dense", "densityScore": 58, "componentCount": 7, "textChars": 531, "nDataPoints": 3, "notes": "The slide uses a waterfall-style comparison to show growth from $2.0bn to $5.1bn+.", "elementsJson": [ "headline_text", "bar_chart_stacked", "numbered_list", "callout_box", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:12.807+00", "seconds": 2.837, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/155", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-155", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Assume $10bn to $15bn+ raised per year across products", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:11:03+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0e-ea3924356f15", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.35, "x": 0.05, "y": 0.15 }, "kind": "chart", "text": "FRE Management Fees growth from 2024 to 2029 target", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.807+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8bd12e1e-f62a-4f64-80f5-df71823deeb1", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.03, "y": 0.93 }, "kind": "disclaimer", "text": "Projections and forward-looking statements are based on various assumptions and there is no guarantee expectations will be achieved.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.807+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5505632a-58c6-40e0-ad11-0c734ae90a6d", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.55, "x": 0.42, "y": 0.75 }, "kind": "list", "text": "Other Key Drivers: Scaling acquisitions, Insurance Solutions, M&A, Global expansion", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.807+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ca8759f9-42ff-4684-8dcf-3c4008fafee1", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.55, "x": 0.42, "y": 0.15 }, "kind": "list", "text": "Core Growth Drivers: 1. Strong fundraise, 2. List merged Software Lending BDC, 3. Net Lease growth, 4. Digital Infrastructure scaling, 5. GP Stakes leadership", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.807+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "edb4e19e-ab62-4c79-beba-e5178377e62f", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "FRE Management Fees: 2.5x", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:11:03+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0e-ee335c8ec0fd", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "Drivers of Our Future Growth", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.807+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9bb1fc53-0e56-4f14-a27b-5939a2a28bc5", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Annotation", "slug": "annotation", "status": "active", "bestFor": null, "canonId": "019dd956-b5b9-7668-bf0e-3af99823ec5c", "version": 1, "bodyDocId": null, "description": "Adding explanatory labels to highlight key data points", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019deac5-6cd9-70db-a6a4-18688a43a34f", "evidence": "Waterfall annotated with growth driver totals", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 155, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6cb6-768f-86e1-72221c6f3917", "evidence": "Callout '$10-15bn raised per year'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 155, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." } ], "frameworks": [ { "matchId": "019deac5-70dc-75eb-a31f-30e7d156aff2", "evidence": "Waterfall from $2.0bn → $5.1bn+ FRE management fees", "framework": null, "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 155, "frameworkName": "Waterfall / value bridge" } ], "arcBeats": [ { "to": 159, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 137, "name": "Evidence & Proof", "beatId": "019deac5-4d4c-7396-bd47-cb887619a8ae", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Financial Review section shows FRE growth, peer benchmarks, durability and shareholder value", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 156, "from": 146, "loop": { "name": "24_time_machine", "slug": "24-time-machine", "status": "active", "bestFor": "Vision casting, long-term strategy, investment pitches", "canonId": "019dd956-6f7f-70b2-b087-a16fe20515a7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Fast Forward to Success -> What Made It Possible -> Back to Today's Decision", "description": "Transport the audience to a future state where your solution has already succeeded", "familyLabel": null }, "matchId": "019deac5-5093-764a-b2e4-d89f4356e014", "evidence": "Forward-looking fund scaling, growth drivers and explicit 'AUM will exceed $500bn by 2029' (p.156)", "position": 16, "objective": "Project the path to $500bn AUM by 2029", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 156, "type": "analysis", "title": "Includes a disclaimer at the bottom and a callout regarding the quality of AUM compared to peers.", "function": "quantify_impact", "rawType": "financial_analysis", "block": null, "metadata": { "slideType": "financial_analysis", "slideTypeCanon": { "name": "Financial analysis", "slug": "financial_analysis", "status": "active", "canonId": "019de52d-0b45-709c-bfcc-0cf83dd00f13", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "dense", "densityScore": 67, "componentCount": 8, "textChars": 496, "nDataPoints": 15, "notes": "Includes a disclaimer at the bottom and a callout regarding the quality of AUM compared to peers.", "elementsJson": [ "headline_text", "bar_chart_stacked", "callout_box" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:13.674+00", "seconds": 3.102, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/156", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-156", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.2, "x": 0.25, "y": 0.35 }, "kind": "callout", "text": "4x growth in less than 4 years", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:13.674+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2c13ad5e-d514-45e1-8fa6-c33be09e50a0", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.06, "x": 0.62, "y": 0.14 }, "kind": "callout", "text": "2x+", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:13.674+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b74a1f4f-ad34-47d0-bdd1-6bfe4031888e", "parentComponentId": null }, { "bbox": null, "kind": "callout", "text": "...and remember, the AUM that we raise is very different than our peers", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:11:01+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0c-f080fa6acc51", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.8, "x": 0.1, "y": 0.15 }, "kind": "chart", "text": "Stacked bar chart showing AUM growth by segment (Credit, GPSC, Real Assets) from At Listing to 2024, plus a 2029 target bar.", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:13.674+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "85b52a0d-308a-4c82-b4ca-33ad546bda2d", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "AUM: $500bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:11:01+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0c-f68f930ec644", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.15, "y": 0.82 }, "kind": "paragraph", "text": "...and remember, the AUM that we raise is very different than our peers", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:13.674+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "add27cd1-fdab-48f3-a047-58a8aad630de", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.02, "y": 0.93 }, "kind": "source-note", "text": "Projections and forward-looking statements are based on various assumptions and there is no guarantee expectations will be achieved.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:13.674+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7f698e9b-9e2b-4b8f-82b7-963afdbcbdcb", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.02, "y": 0.03 }, "kind": "title", "text": "We Believe Our AUM Will Exceed $500 Billion by 2029...", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:13.674+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "70a953f1-8908-4599-8381-d747b410bcc5", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6cfe-74ab-86cf-0fb73352d0bf", "evidence": "Action title 'AUM Will Exceed $500 Billion by 2029'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 156, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6d22-768f-b140-4b3541a03400", "evidence": "Callouts '4x growth' and '2x+'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 156, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." } ], "frameworks": [], "arcBeats": [ { "to": 159, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 137, "name": "Evidence & Proof", "beatId": "019deac5-4d4c-7396-bd47-cb887619a8ae", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Financial Review section shows FRE growth, peer benchmarks, durability and shareholder value", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 156, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 102, "name": "What Could Be", "beatId": "019deac5-4e24-72b6-a53b-1132e0a74966", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "Insurance, Wealth, AUM $500bn projection", "position": 4, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 156, "from": 146, "loop": { "name": "24_time_machine", "slug": "24-time-machine", "status": "active", "bestFor": "Vision casting, long-term strategy, investment pitches", "canonId": "019dd956-6f7f-70b2-b087-a16fe20515a7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Fast Forward to Success -> What Made It Possible -> Back to Today's Decision", "description": "Transport the audience to a future state where your solution has already succeeded", "familyLabel": null }, "matchId": "019deac5-5093-764a-b2e4-d89f4356e014", "evidence": "Forward-looking fund scaling, growth drivers and explicit 'AUM will exceed $500bn by 2029' (p.156)", "position": 16, "objective": "Project the path to $500bn AUM by 2029", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 157, "type": "setup", "title": "The slide uses a comparative table to highlight operational efficiency differences between OWL and the peer average.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 37, "componentCount": 5, "textChars": 347, "nDataPoints": 12, "notes": "The slide uses a comparative table to highlight operational efficiency differences between OWL and the peer average.", "elementsJson": [ "data_table", "callout_box" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:13.733+00", "seconds": 2.99, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/157", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-157", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.3, "w": 0.25, "x": 0.7, "y": 0.3 }, "kind": "callout", "text": "Every $1 raised by OWL generates 3x more FRE than $1 raised by our peers on average", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:13.733+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d89e06b2-3c25-4cdb-9fd6-560392d6c8e1", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.15, "x": 0.52, "y": 0.48 }, "kind": "legend", "text": "More capital retained, Higher average fee rate, Attractive margin", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:13.733+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3a5ef656-6fe9-4d65-a832-0695e0a3bf9a", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "FRE per dollar raised: 3.0x", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:11:00+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0c-8f01669bea3b", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.5, "x": 0.05, "y": 0.22 }, "kind": "table", "text": "FPAUM Raised, Capital Distributed, FPAUM Retained, Average Fee Rate, FRE Margin, OWL Generates More FRE Per Dollar Raised", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:13.733+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "949136e5-8e66-459b-a4ef-1e47a1d21620", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.6, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Our Velocity of Capital Is Different Than Our Peers", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:13.733+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "003b22e8-266e-4736-934a-24a436252a54", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6d47-74f3-ad91-7f6cb1abf9be", "evidence": "Action title 'Velocity of Capital Different Than Peers'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 157, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "So What? Test", "slug": "so-what-test", "status": "active", "bestFor": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "canonId": "019dd956-acd2-76f8-b59a-9bf15a89f10a", "version": 1, "bodyDocId": "fec04b06-b2f1-432b-a97b-916dc7563f64", "description": "The recursive editorial discipline of asking so-what of every slide, chart, and statement until the answer is an implication for the audience — that final answer becomes the slide's title; the chain becomes its body.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6d6d-7681-a038-33346b3a7f44", "evidence": "Callout '$1 generates 3x more FRE than peers'", "pageRefs": null, "priority": "Core", "whenToUse": "On every slide carrying a chart, number, list, or finding intended to inform a decision; whenever a draft title is descriptive rather than directive; whenever the deck will circulate without its author.", "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 157, "whyItWorks": "Solves the two failure modes of analytical communication at once: stopping at description (analyst-confidence problem) and leaving insight stranded in the analyst's head (translation problem). The recursion is what guarantees the implication makes it into ink.", "antipattern": "Stopping at the first tighter description (still a fact, not an implication), regressing past the audience's decision space into philosophy, smuggling the so-what into speaker notes, or re-using an implication aimed at a previous audience.", "cardinality": null, "narrativePurpose": "Forces every analytical artefact to close the gap between fact and decision, so the reader holds the recommendation by reading titles alone rather than reconstructing the analyst's mental model from raw evidence." } ], "frameworks": [], "arcBeats": [ { "to": 159, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 137, "name": "Evidence & Proof", "beatId": "019deac5-4d4c-7396-bd47-cb887619a8ae", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Financial Review section shows FRE growth, peer benchmarks, durability and shareholder value", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 162, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 157, "name": "New Bliss", "beatId": "019deac5-4e48-742a-b773-4baecdac22ed", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "3x FRE per dollar, 2x growth restatement, Q&A", "position": 5, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 161, "from": 157, "loop": { "name": "39_benchmark_gap", "slug": "39-benchmark-gap", "status": "active", "bestFor": "Performance improvement, competitive analysis, target setting", "canonId": "019dd956-75a4-7522-8d1a-af94da4703e9", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity", "description": "Compare performance against best-in-class to quantify the opportunity", "familyLabel": null }, "matchId": "019deac5-50b8-72ba-8c2e-6306086068c0", "evidence": "'$1 raised by OWL generates 3x more FRE than peers' (p.157), 140% TSR recap (p.159)", "position": 17, "objective": "Close with capital-velocity advantage vs peers", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 158, "type": "resolution", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 36, "componentCount": 5, "textChars": 488, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text", "icon_grid" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:13.218+00", "seconds": 2.256, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/158", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-158", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.4, "x": 0.05, "y": 0.25 }, "kind": "list", "text": "Inclusion in the Russell Indices; Registered our unsecured bonds; Moved to a fixed dividend; Meaningfully changed the composition of our shareholder base; Significantly increased our public float", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:13.218+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1b8da741-6f53-49ac-8a64-c6fefed5468a", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.4, "x": 0.52, "y": 0.25 }, "kind": "list", "text": "Less capital intensive; Lower earnings volatility; 100% FRE business; Bulk of earnings paid out as dividends; Maintain strong liquidity position", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:13.218+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "501cd7b6-ba47-442a-885a-2d1525e99a04", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.42, "x": 0.04, "y": 0.195 }, "kind": "other", "text": "Since Last Investor Day...", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:13.218+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "40c8f2e5-29fa-42ee-94f4-f8fae86d9dc5", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.42, "x": 0.52, "y": 0.195 }, "kind": "other", "text": "Balance Sheet Light Model", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:13.218+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c34b61a9-748a-4572-bad4-19e0e27180ec", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.8, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "We Continue to Focus on Maximizing Shareholder Value and Maintaining Our Balance Sheet Light Model", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:13.218+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "387ec467-7c72-40e8-bd8e-25b8d942c998", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Closing Techniques", "slug": "closing-techniques", "status": "active", "bestFor": null, "canonId": "019dd956-af13-774b-a4fd-7db0a3a88d51", "version": 1, "bodyDocId": null, "description": "Strong endings: Callback, challenge, vision, clear CTA, memorable line", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-6d93-7289-9614-9777c13fcc23", "evidence": "Recap of corporate achievements", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 158, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 159, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 137, "name": "Evidence & Proof", "beatId": "019deac5-4d4c-7396-bd47-cb887619a8ae", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Financial Review section shows FRE growth, peer benchmarks, durability and shareholder value", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 162, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 157, "name": "New Bliss", "beatId": "019deac5-4e48-742a-b773-4baecdac22ed", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "3x FRE per dollar, 2x growth restatement, Q&A", "position": 5, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 161, "from": 157, "loop": { "name": "39_benchmark_gap", "slug": "39-benchmark-gap", "status": "active", "bestFor": "Performance improvement, competitive analysis, target setting", "canonId": "019dd956-75a4-7522-8d1a-af94da4703e9", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity", "description": "Compare performance against best-in-class to quantify the opportunity", "familyLabel": null }, "matchId": "019deac5-50b8-72ba-8c2e-6306086068c0", "evidence": "'$1 raised by OWL generates 3x more FRE than peers' (p.157), 140% TSR recap (p.159)", "position": 17, "objective": "Close with capital-velocity advantage vs peers", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 159, "type": "analysis", "title": "The slide uses a timeline-style comparison to show progress across four key financial metrics.", "function": "summarize", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "sparse", "densityScore": 22, "componentCount": 4, "textChars": 187, "nDataPoints": 8, "notes": "The slide uses a timeline-style comparison to show progress across four key financial metrics.", "elementsJson": [ "comparison_table", "process_diagram" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:12.958+00", "seconds": 1.95, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/159", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-159", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "metric", "text": "Total return: 140%+", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:11:01+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0d-baa69b2064de", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.02, "x": 0.95, "y": 0.95 }, "kind": "source-note", "text": "159", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.958+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d93a3e96-9282-492a-b86c-57934176b9b6", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.94, "x": 0.03, "y": 0.168 }, "kind": "table", "text": "Comparison table showing Public Float, Stock Price, Dividend Type, and Annual Dividend across two time periods.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.958+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "83414476-3a06-43ad-864b-4cc3ecd1ff66", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.55, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Shareholder Value Creation Since Our Last Investor Day", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.958+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6992956a-7a9b-4896-a7e2-177b3d091e28", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Anchoring Bias", "slug": "anchoring-bias", "status": "active", "bestFor": null, "canonId": "019dd956-9254-73de-8f1b-c7250f8f4c9c", "version": 1, "bodyDocId": null, "description": "First piece of information becomes reference point for all subsequent judgments", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect", "Storyteller" ], "matchId": "019deac5-6dda-732d-b6fb-acc06bb6ee7f", "evidence": "140%+ TSR anchor restated", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 159, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Contrast Pairs", "slug": "contrast-pairs", "status": "active", "bestFor": null, "canonId": "019dd956-9b77-70d3-88b1-f34e26f60860", "version": 1, "bodyDocId": null, "description": "Creating tension through opposites: Before↔After, Problem↔Solution, Pain↔Relief", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-6db7-73ba-ae56-227c98179a2e", "evidence": "May 2022 vs Jan 2025 metrics", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 159, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 159, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 137, "name": "Evidence & Proof", "beatId": "019deac5-4d4c-7396-bd47-cb887619a8ae", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Financial Review section shows FRE growth, peer benchmarks, durability and shareholder value", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 162, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 157, "name": "New Bliss", "beatId": "019deac5-4e48-742a-b773-4baecdac22ed", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "3x FRE per dollar, 2x growth restatement, Q&A", "position": 5, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 161, "from": 157, "loop": { "name": "39_benchmark_gap", "slug": "39-benchmark-gap", "status": "active", "bestFor": "Performance improvement, competitive analysis, target setting", "canonId": "019dd956-75a4-7522-8d1a-af94da4703e9", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity", "description": "Compare performance against best-in-class to quantify the opportunity", "familyLabel": null }, "matchId": "019deac5-50b8-72ba-8c2e-6306086068c0", "evidence": "'$1 raised by OWL generates 3x more FRE than peers' (p.157), 140% TSR recap (p.159)", "position": 17, "objective": "Close with capital-velocity advantage vs peers", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 160, "type": "resolution", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 47, "componentCount": 4, "textChars": 974, "nDataPoints": 3, "notes": null, "elementsJson": [ "numbered_list" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:13.438+00", "seconds": 2.415, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/160", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-160", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.015, "w": 0.465, "x": 0.038, "y": 0.932 }, "kind": "disclaimer", "text": "Projections and forward-looking statements are based on various assumptions and there is no guarantee expectations will be achieved.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:13.438+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e109bc22-2942-4068-8093-a63df08e4ac0", "parentComponentId": null }, { "bbox": { "h": 0.815, "w": 0.924, "x": 0.038, "y": 0.105 }, "kind": "list", "text": "1. We expect to grow our FRE Management Fees and FRE by a 20+% CAGR over the next 5 years. We expect to more than double our AUM to $500bn+ by 2029.\n2. We can replicate the growth of our net lease business with Atalaya, IPI, and others.\n3. We are well positioned in the largest secular growth areas of alternatives including direct lending, alternative credit, GP stakes, and digital infrastructure.\n4. We have a leading Private Wealth franchise, strong and growing Institutional relationships and expanded Insurance capabilities.\n5. We have a differentiated business model that is built on permanent capital and is 100% FRE.\n6. We will continue to reinvest into the long-term growth of our business.\n7. We will continue to pursue new acquisitions that have a strong strategic rationale and large addressable markets.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:13.438+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7951329a-81c5-4677-9929-31e21ca8ebd0", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "AUM: $500bn+", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:11:00+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0c-5a67b63326b4", "parentComponentId": null }, { "bbox": { "h": 0.055, "w": 0.235, "x": 0.038, "y": 0.038 }, "kind": "title", "text": "Key Takeaways", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:13.438+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "28e183e1-d880-461a-8d62-36df76f33bd3", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Three Pillars", "slug": "three-pillars", "status": "active", "bestFor": null, "canonId": "019dd956-81ef-7455-a365-b234d95a6bbb", "version": 1, "bodyDocId": null, "description": "Three major supporting arguments that are MECE and address key concerns", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "block", "agents": [ "Architect" ], "matchId": "019deac5-6e24-77ef-a31b-058cf125db56", "evidence": "Seven-pillar summary", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 160, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Closing Techniques", "slug": "closing-techniques", "status": "active", "bestFor": null, "canonId": "019dd956-af13-774b-a4fd-7db0a3a88d51", "version": 1, "bodyDocId": null, "description": "Strong endings: Callback, challenge, vision, clear CTA, memorable line", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-6e00-721c-a5f2-a12f2a96b14a", "evidence": "Closing key takeaways list", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 160, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 162, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 160, "name": "Impact & Next Steps", "beatId": "019deac5-4d70-738c-8d28-df1975f5b0a2", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Key Takeaways with $500bn+ AUM target, Diversification/Innovation/Scale, Q&A", "position": 5, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 162, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 157, "name": "New Bliss", "beatId": "019deac5-4e48-742a-b773-4baecdac22ed", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "3x FRE per dollar, 2x growth restatement, Q&A", "position": 5, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 161, "from": 157, "loop": { "name": "39_benchmark_gap", "slug": "39-benchmark-gap", "status": "active", "bestFor": "Performance improvement, competitive analysis, target setting", "canonId": "019dd956-75a4-7522-8d1a-af94da4703e9", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity", "description": "Compare performance against best-in-class to quantify the opportunity", "familyLabel": null }, "matchId": "019deac5-50b8-72ba-8c2e-6306086068c0", "evidence": "'$1 raised by OWL generates 3x more FRE than peers' (p.157), 140% TSR recap (p.159)", "position": 17, "objective": "Close with capital-velocity advantage vs peers", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 161, "type": "setup", "function": "transition", "rawType": "transition", "block": null, "metadata": { "slideType": "transition", "slideTypeCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-0693-7766-9f05-887f41f8e41e", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 19, "componentCount": 4, "textChars": 162, "nDataPoints": 1, "notes": null, "elementsJson": [ "other" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:12.808+00", "seconds": 1.763, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/161", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-161", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "More than 2x growth in all key metrics including stock price", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:11:01+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0d-dc18910211b3", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Growth: 2x", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:11:01+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0d-e0c67889edbc", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.4, "x": 0.05, "y": 0.25 }, "kind": "paragraph", "text": "Diversification\nInnovation\nScale", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.808+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2264728c-1ee9-4e35-9fe5-3ce6ed4e3083", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.35, "x": 0.6, "y": 0.25 }, "kind": "paragraph", "text": "More than 2x growth in all key metrics including stock price", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:12.808+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e5f3b155-48d1-47ff-b228-4effba337c11", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Tricolon", "slug": "tricolon", "status": "active", "bestFor": null, "canonId": "019dd956-a13d-7356-9038-da27abe565f8", "version": 1, "bodyDocId": null, "description": "Three parallel phrases of increasing length or intensity", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "loop", "agents": [ "Storyteller" ], "matchId": "019deac5-6e91-779b-8439-435ddc6fa925", "evidence": "Three parallel words: Diversification / Innovation / Scale", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 161, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Closing Techniques", "slug": "closing-techniques", "status": "active", "bestFor": null, "canonId": "019dd956-af13-774b-a4fd-7db0a3a88d51", "version": 1, "bodyDocId": null, "description": "Strong endings: Callback, challenge, vision, clear CTA, memorable line", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "019deac5-6e49-737a-80cd-23c7cf853235", "evidence": "Final slogan 'Diversification, Innovation, and Scale'", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 90, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 161, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Core Message Extraction", "slug": "core-message-extraction", "status": "active", "bestFor": "Any slide that carries an argument or finding. The diagnostic: if the slide has a chart on it, it needs a core message. Run extraction whenever the current title is a topic (Q3 performance, Customer satisfaction) rather than a claim, or when a reader could reasonably draw more than one conclusion from the visible evidence.", "canonId": "019dd956-bc71-707d-8867-1b2e810175cf", "version": 1, "bodyDocId": "f85613cb-4b77-462f-bfe6-3b862516e1a6", "description": "The discipline of distilling raw analysis, data, or content into a single declarative sentence — the slide's core message — that the audience would walk away with if they remembered nothing else. Process, not artefact: extraction questions run on the raw content until one sentence falls out.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019deac5-6e6c-7300-a5c1-654318e6b1b3", "evidence": "Three-word distillation of full deck thesis", "pageRefs": null, "priority": null, "whenToUse": "Any slide that carries an argument or finding. The diagnostic: if the slide has a chart on it, it needs a core message. Run extraction whenever the current title is a topic (Q3 performance, Customer satisfaction) rather than a claim, or when a reader could reasonably draw more than one conclusion from the visible evidence.", "confidence": 85, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 161, "whyItWorks": "Solves the two failure modes of slide writing simultaneously: the topic title (which outsources interpretation to the audience and produces three different conclusions in three different heads) and the multi-thesis stapler (which exceeds working memory and gets remembered as fragments). Aligns with how readers actually consume decks — Heath & Heath's Find the Core, the journalist's nut graf, and Minto's governing thought all converge on the same cognitive economics.", "antipattern": "Topic titles disguised as core messages (Customer satisfaction, no verb, no stake); multi-thesis sentences stapled with and; hedged sentences (may show signs of possible softening); chart-caption titles (Revenue fell 4%) that restate what the chart already shows instead of naming the so-what; meta-commentary (this slide explores...) that describes the slide rather than concluding it.", "cardinality": null, "narrativePurpose": "Forces the slide author to do the interpretive work before the slide ships, so the audience does not have to do it during the meeting. Wins the WYSIATI battle on purpose — the loudest fragment on the page becomes the author's chosen sentence rather than whichever chart label happens to be largest." } ], "frameworks": [], "arcBeats": [ { "to": 162, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 160, "name": "Impact & Next Steps", "beatId": "019deac5-4d70-738c-8d28-df1975f5b0a2", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Key Takeaways with $500bn+ AUM target, Diversification/Innovation/Scale, Q&A", "position": 5, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 162, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 157, "name": "New Bliss", "beatId": "019deac5-4e48-742a-b773-4baecdac22ed", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "3x FRE per dollar, 2x growth restatement, Q&A", "position": 5, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [ { "to": 161, "from": 157, "loop": { "name": "39_benchmark_gap", "slug": "39-benchmark-gap", "status": "active", "bestFor": "Performance improvement, competitive analysis, target setting", "canonId": "019dd956-75a4-7522-8d1a-af94da4703e9", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity", "description": "Compare performance against best-in-class to quantify the opportunity", "familyLabel": null }, "matchId": "019deac5-50b8-72ba-8c2e-6306086068c0", "evidence": "'$1 raised by OWL generates 3x more FRE than peers' (p.157), 140% TSR recap (p.159)", "position": 17, "objective": "Close with capital-velocity advantage vs peers", "confidence": 80, "extraction": { "at": "2026-05-02 22:18:11.797241+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 162, "type": "setup", "function": "state_next_steps", "rawType": "closing_ask", "block": null, "metadata": { "slideType": "closing_ask", "slideTypeCanon": { "name": "Closing ask", "slug": "closing_ask", "status": "active", "canonId": "019de52d-0aa4-750f-8aa1-8d622dd99f5c", "version": 1, "description": null }, "function": "state_next_steps", "functionCanon": { "name": "State next steps", "slug": "state_next_steps", "status": "active", "canonId": "019de52d-14ca-70ac-b534-971f458cdf29", "version": 1, "description": null }, "density": "sparse", "densityScore": 0, "componentCount": 1, "textChars": 3, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:13.107+00", "seconds": 2.038, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/162", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-162", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.085, "w": 0.101, "x": 0.058, "y": 0.545 }, "kind": "title", "text": "Q&A", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:13.107+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ec0d0ddc-87d7-4500-a3e7-01c00ce5ae02", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 162, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 160, "name": "Impact & Next Steps", "beatId": "019deac5-4d70-738c-8d28-df1975f5b0a2", "matchId": "019deac5-4cb9-723d-bf64-81b99895f3ec", "beatType": null, "evidence": "Key Takeaways with $500bn+ AUM target, Diversification/Innovation/Scale, Q&A", "position": 5, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 162, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 157, "name": "New Bliss", "beatId": "019deac5-4e48-742a-b773-4baecdac22ed", "matchId": "019deac5-4d95-745d-9e82-b833c09d68b0", "beatType": null, "evidence": "3x FRE per dollar, 2x growth restatement, Q&A", "position": 5, "isPrimaryArc": false, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 55 } ], "loops": [], "locked": true }, { "page": 163, "type": "appendix", "function": "appendix", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 0, "componentCount": 1, "textChars": 8, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:14.62+00", "seconds": 3.489, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/163", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-163", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.25, "x": 0.058, "y": 0.545 }, "kind": "title", "text": "Endnotes", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:14.62+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "680e6281-769e-4522-bc65-88bc899e27c1", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 164, "type": "appendix", "function": "appendix", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "balanced", "densityScore": 40, "componentCount": 2, "textChars": 1875, "nDataPoints": 0, "notes": null, "elementsJson": [ "paragraph", "numbered_list" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:14.032+00", "seconds": 2.767, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/164", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-164", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.85, "w": 0.95, "x": 0.03, "y": 0.1 }, "kind": "paragraph", "text": "Page 5 - Our Shareholder Base Has Meaningfully Changed Since Listing\n1. Based on latest available public data as of 12/31/24.\n\nPage 6 - Over the Past 3 Years...\n1. Represents close price on 5/19/22.\n\nPage 11 - Blue Owl Evolution Since Listing\n1. At Listing metrics as of 6/30/21; FRE Revenue is FY21.\n2. Today metrics as of 12/31/24; FRE Revenue is FY24. Today Market Cap as of 1/31/25.\n\nPage 12 - We Have Accomplished a Significant Amount in the 3+ Years We’ve Been Public\n1. Other includes GP Debt Financing, Professional Sports Minority Stakes, Healthcare, and Strategic Equity.\n\nPage 15 - Our Strategies That Existed As of Our Last Investor Day\n1. Length of track record includes length of time before Blue Owl acquired business where applicable.\n2. GP Strategic Capital is inclusive of GP Minority Stakes, GP Debt Financing, and Professional Sports Minority Stakes.\n\nPage 16 - Our Strategies Today\n1. Length of track record includes length of time before Blue Owl acquired business where applicable.\n2. GP Strategic Capital is inclusive of GP Minority Stakes, GP Debt Financing, and Professional Sports Minority Stakes.\n3. IPI acquisition closed on 1/3/25.\n\nPage 17 - We Have Demonstrated Differentiated Growth Across Key Metrics\n1. Growth calculated using the last twelve months 3Q24 and the last twelve months 1Q22.\nPeer group includes Apollo Global Management, Inc “APO”, Ares Management Corporation “ARES”, Blackstone Inc. “BX”, The Carlyle Group Inc. “CG”, and KKR & Co. Inc. “KKR”.\n\nPage 18 - Reflecting Both Strength and Stability of Growth Through Various Market Environments\n1. 2024 DE Growth is calculated using the twelve months preceding 3Q24 and the twelve months preceding 1Q22.\nPeer group includes Apollo Global Management, Inc “APO”, Ares Management Corporation “ARES”, Blackstone Inc. “BX”, The Carlyle Group Inc. “CG”, and KKR & Co. Inc. “KKR”.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:14.032+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b50fa4b2-16f4-4c7d-b49d-0c9d011f3efd", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Endnotes", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:14.032+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c730ea55-a6dd-430b-b938-35b4e702ce5b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 165, "type": "appendix", "function": "appendix", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 11, "componentCount": 2, "textChars": 256, "nDataPoints": 0, "notes": null, "elementsJson": [ "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:13.285+00", "seconds": 1.789, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/165", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-165", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.85, "w": 0.95, "x": 0.03, "y": 0.1 }, "kind": "paragraph", "text": "Page 19 - Blue Owl Is Levered to the Largest Secular Growth Trends in Alternatives... Page 20 - Allocations to Alternatives Continue to Increase... Page 21 - We See a Very Long Runway Ahead... Page 23 - We Are Resourced... Page 24 - And Continue...", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:13.285+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f5487aca-637b-4202-b381-80188334daa9", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Endnotes", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:13.285+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5d8aee1e-0151-43f9-9d76-b2b3f223d467", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 166, "type": "appendix", "function": "appendix", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "balanced", "densityScore": 39, "componentCount": 2, "textChars": 1788, "nDataPoints": 0, "notes": null, "elementsJson": [ "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:17.7+00", "seconds": 5.992, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/166", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-166", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.85, "w": 0.95, "x": 0.03, "y": 0.1 }, "kind": "paragraph", "text": "Page 25 – As the Industry Consolidates, Blue Owl's Scale Is Even More Valuable to Potential Partners\n1. Represents baseline of 9/30/21.\n\nPage 32 - We Believe Our Stock Has Meaningful Upside Potential\n1. Based on Visible Alpha consensus estimates, pulled on 1/28/25\nPeer group includes Apollo Global Management, Inc “APO”, Ares Management Corporation “ARES”, Blackstone Inc. “BX”, The Carlyle Group Inc. “CG”, and KKR & Co. Inc. “KKR”.\n\nPage 35 – Direct Lending Remains Our Largest Credit Strategy\n1. “Investor Day 2022” data are as of 3/31/22.\n\nPage 36 - Fundraising Momentum Has Been Strong with Continued Interest from Institutional and Wealth Investors\nSources:\nInstitutional investors: Preqin Institutional Allocation Study 2024\nWealth advisers: The State of Alternative Investments in Wealth Management (December 2024)\n\nPage 37 - Blue Owl Direct Lending by the Numbers\n1. As of 9/30/24.\n2. Reflects directly originated new deals and excludes add-ons, transactions for existing borrowers, liquid credit deals, and equity only transactions.\n3. Net returns are represented by a composite comprised of Credit products within the direct lending investment strategies reported in the Blue Owl quarterly filings. The composite excludes products that have launched within the last two years as such information is generally not meaningful.\n\nPage 38 - Proven Ability to Originate & Lead Marquee Financings\n1. Based on originations volume of directly originated debt investments.\n2. Reflects directly originated new deals and excludes add-ons, transactions for existing borrowers, liquid credit deals, and equity only transactions.\nSource for Blue Owl-led deals: LevFinInsights\n\nPage 39 - Our Value Proposition Drives Better Spreads vs. Public Markets\nSources: Blue Owl & Pitchbook LCD", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:17.7+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1fa5205a-3743-4064-b911-dbf70ad55d0a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Endnotes", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:17.7+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6ac9f74e-e1a6-400f-8255-f5a2a44bf419", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 167, "type": "appendix", "function": "appendix", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "balanced", "densityScore": 40, "componentCount": 2, "textChars": 2239, "nDataPoints": 0, "notes": null, "elementsJson": [ "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:19.873+00", "seconds": 8.095, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/167", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-167", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.8, "w": 0.9, "x": 0.05, "y": 0.12 }, "kind": "paragraph", "text": "Page 40 - Growth Has Been Driven by Our Leading BDC Platform\n1. Reflects merger of OBDC and OBDE in January 2025.\n2. Diversified statistics reflect Blue Owl Capital Corporation as a representative diversified lending portfolio.\n3. Tech statistics reflect Blue Owl Technology Finance Corp. as a representative technology lending portfolio.\n\nPage 41 - Blue Owl Is Taking Outsized Market Share in a Growing Asset Class\nSource: Preqin\n\nPage 43 - Greater Adoption of Direct Lending Has Been Driven by a Number of Factors\nSource: KBRA DLD Scorecard\n\nPage 44 - Significant Growth Opportunity Remains for Direct Lending\nSources:\nDry Powder: Preqin\nMarket Share: Direct Lending AUM is sourced from Preqin. Public Market Outstandings is sourced from Pitchbook and incorporates the public loan and high yield markets. 2029 direct lending market share is illustrative in nature and based on Preqin’s projected direct lending AUM and growth in the public markets consistent with historical trends.\n\nPage 48 - Introducing Blue Owl’s Alternative Credit Strategy (f/k/a Atalaya)\n1. Represents awards won by Atalaya. Private Debt Investor (\"PDI\") is an independent organization that is not affiliated with Blue Owl. PDI's selection process involved an initial fee-free application where managers were nominated for award categories and subsequently subject to an online reader poll that prompts readers to vote for a particular firm in one or more of multiple enumerated categories, including Lender of the Year. The nomination criteria are inherently subjective and account for a mixture of qualitative and quantitative criteria, including non-financial considerations. Blue Owl has provided compensation to Private Debt Investor in connection with sponsorship in other publications but not in connection with the consideration for or receipt of these awards. Award recipients were announced by PDI in February of 2024. Blue Owl is unaware of any factor that could call into question the validity of its selection as PDI's 2023 Specialty Finance Lender of the Year, and the award is not an indication of Blue Owl's future performance. There can be no assurance that another organization or different sampling process would achieve similar results.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:19.873+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3c935e31-0579-48c7-a6e6-0b76a6f604be", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Endnotes", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:19.873+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f3eb4351-bae7-4368-b452-75e9d8cda7ca", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 168, "type": "appendix", "title": "Contains citations for market sizing, private credit data, and performance metrics.", "function": "appendix", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "dense", "densityScore": 58, "componentCount": 5, "textChars": 2099, "nDataPoints": 1, "notes": "Contains citations for market sizing, private credit data, and performance metrics.", "elementsJson": [ "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:15.553+00", "seconds": 3.76, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/168", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-168", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.7 }, "kind": "paragraph", "text": "Page 55 - Structuring to De-Risk Consumer & Commercial Credit\n1. Metrics representative of Alternative Credit Asset Income strategy only from inception through September 2024.\n2. Net IRR is 9.8% as of 9/30/24.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:15.553+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3e684e3c-f593-4c90-9a24-9607d43bcf48", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.9, "x": 0.05, "y": 0.12 }, "kind": "paragraph", "text": "Page 52 - Why Now? A Large and Underpenetrated Market\nSources: Estimated Addressable ABF Market: Federal Reserve Z.1 Financial Accounts of the United States Q3 2023, FRB NY Quarterly Report on Household Debt and Credit November 2023, SIFMA statistics Q3 2023, Secured Finance Foundation 2023 Secured Finance Market Sizing and Impact Study, 2022 Equipment Leasing & Finance Industry Horizon Report, CFPB Fact Sheet March 30 2023, Preqin Private Debt 2022 data, S&P Global Credit Trends Report October 2, 2023, Ginnie Mae Global Markets Analysis Report December 2023, Interval Fund Tracker Most Recent Quarter Data 2023. MSI research Q4 2023.\nPenetration of Current Private Corporate Market: Morgan Stanley Into the Great Unknown November 19, 2023, Preqin Private Debt 2022 data, Interval Fund Tracker Most Recent Quarter Data 2023, S&P Global Credit Trends Report October 2, 2023.\nCurrent Private ABF: With Intelligence, Private Debt Investor, Preqin, NAIC, Morgan Stanley Into the Great Unknown November 19, 2023, Private Equity International: Sizing the NAV finance market December 1, 2023, company websites, MSI research Q4 2023.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:15.553+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a6e9b996-d954-461e-8b94-af51441973b2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.8 }, "kind": "paragraph", "text": "Page 61 - We Have a More Diversified Set of Growth Drivers Propelling Us Forward\n1. “Investor Day 2022” data are as of 3/31/22.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:15.553+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f5e61245-7411-4c2a-af79-c2041d4013a9", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.9, "x": 0.05, "y": 0.48 }, "kind": "paragraph", "text": "Page 53 - Offering Investors Differentiated Exposure in Private Credit\n1. Relative to broadly syndicated corporate direct loans.\nSources: Federal Reserve Z.1 Financial Accounts of the United States Q3 2023, FRB NY Quarterly Report on Household Debt and Credit November 2023, SIFMA statistics Q3 2023, Secured Finance Foundation 2023 Secured Finance Market Sizing and Impact Study, 2022 Equipment Leasing & Finance Industry Horizon Report, CFPB Fact Sheet March 30 2023, Preqin Private Debt 2022 data, S&P Global Credit Trends Report October 2, 2023, Interval Fund Tracker Most Recent Quarter Data 2023. MSI research Q4 2023.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:15.553+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fa972eae-abed-4d5f-8718-a70a4822383a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Endnotes", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:15.553+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a2dcfbf8-2901-4958-8141-5138c3533b38", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 169, "type": "appendix", "title": "Contains specific formulas for MOIC and DPI, and scope definitions for GP Stakes and Partner Manager data.", "function": "appendix", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 10, "componentCount": 2, "textChars": 236, "nDataPoints": 0, "notes": "Contains specific formulas for MOIC and DPI, and scope definitions for GP Stakes and Partner Manager data.", "elementsJson": [ "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:14.172+00", "seconds": 2.347, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/169", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-169", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.85, "w": 0.94, "x": 0.03, "y": 0.1 }, "kind": "paragraph", "text": "Page 65 - High Quality Performance Over Multiple Vintages... Page 66 - Our GP Minority Stakes Strategy Combines Opportunistic Return Potential and Attractive Yield... Page 67 - Our Partner Managers Have Seen Meaningful Growth...", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:14.172+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b305e5f4-b31e-404d-9215-0f90ad741fc2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "Endnotes", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:14.172+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d71bddf9-55b5-461e-b318-e389901a65d4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 170, "type": "appendix", "function": "appendix", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "dense", "densityScore": 71, "componentCount": 7, "textChars": 2301, "nDataPoints": 0, "notes": null, "elementsJson": [ "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:16.125+00", "seconds": 4.251, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/170", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-170", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.9, "x": 0.03, "y": 0.58 }, "kind": "paragraph", "text": "Page 73 - The Opportunity Set for Deployment Remains Robust\n1. As of September 2023. GP Stakes’ Total Addressable Market reflects the Blue Owl GP Stakes team’s estimate of private capital managers that would be potential investment opportunities by GP stakes buyers focusing on large ($10 billion AUM+), institutionalized private capital firms. Evaluation criteria include, but are not limited to, investment strategy, historical fundraising, track record, ownership structure and estimated profits.\n2. Includes total commitments for GPS I-V and total capital raised as of 12/31/24 for GPS VI and GPS Advantage.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:16.125+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0f5f4006-719d-456a-9985-dab0c7ea5a79", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.03, "y": 0.45 }, "kind": "paragraph", "text": "Page 72 - Our Scale Creates Leverage in Purchase Prices\n1. Transaction Multiple calculated as (Total Purchase Price) / (Blue Owl’s Share of Average Projected Year 1, Year 2 and Year 3 Distributable Earnings, per underwriting).\nPublic Market Comparables include Blackstone, Carlyle, Apollo, KKR, Blue Owl, EQT and Ares at 90 day rolling average prices as of 12/31/24.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:16.125+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8f23e879-3858-4e2b-8bf3-ac5220503b6f", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.03, "y": 0.28 }, "kind": "paragraph", "text": "Page 71 - Our Competitive Advantages Are Significant\n1. Represents Debt and Equity investments across Blue Owl GP Stakes I-V, the Blue Owl Financing Fund and the Blue Owl GP Stakes Advantage Fund.\n2. Represents Debt and Equity partnerships across Blue Owl GP Stakes I-V, the Blue Owl Financing Fund and the Blue Owl GP Stakes Advantage Fund.\n3. Transaction Multiple calculated as (Total Purchase Price) / (Blue Owl’s Share of Average Projected Year 1, Year 2 and Year 3 Distributable Earnings, per underwriting).\n4. Represents transactions by GP Stakes vehicles since inception to September 30, 2024.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:16.125+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ac1eacbc-07ac-4fa5-9268-5e97657c7628", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.03, "y": 0.2 }, "kind": "paragraph", "text": "Page 69 - Providing Growth Capital to a Growing Industry\nSources: Pitchbook, accessed April 2024. Pitchbook “Skin in the Game: Why GPs are putting more money into their own funds.” Investec “GP Trends 2021 Report.”", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:16.125+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bb514b30-d2e0-4530-be4d-08e20d043864", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.8, "x": 0.03, "y": 0.1 }, "kind": "paragraph", "text": "Page 68 - We Remain the Clear Market Leader in GP Minority Stakes\n1. Includes capital raised for GP Stakes Fund VI and the GP Stakes Advantage Fund as of 12/31/2024. Dotted line denotes target size.\nSources: Company announcements and Preqin Pro (fund series analysis) as of 1/08/2025", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:16.125+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fcfc2d7d-59a6-4837-946e-2fb4de6a75ae", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.5, "x": 0.03, "y": 0.75 }, "kind": "paragraph", "text": "Page 77 - We Have Thrived in Real Estate Capital Raising\n1. Competitors 4Q24 tender amounts are excluded.\nSources:\nPrivate Wealth: Stanger Market Pulse December 2024\nInstitutional: PERE Fundraising Report Full Year 2024", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:16.125+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fe7af9f7-bbe3-4788-b856-56116582a6da", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Endnotes", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:16.125+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cffaccdc-0e84-43d9-8eb2-84ce9f8e1dbe", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 171, "type": "appendix", "function": "appendix", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 11, "componentCount": 2, "textChars": 247, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text", "numbered_list", "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:13.872+00", "seconds": 1.897, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/171", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-171", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.85, "w": 0.95, "x": 0.03, "y": 0.1 }, "kind": "paragraph", "text": "Page 79 - We See a Generational Opportunity in Digital Infrastructure... Page 80 - A Record of Achievement in Net Lease... Page 82 - Blue Owl Is the Leader In Net Lease Real Estate... Page 85 - The Addressable Market in Triple Net Lease...", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:13.872+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8c43ea3d-2ada-4a31-80e9-6a471a37e205", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Endnotes", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:13.872+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "34be26c8-8689-4644-8fd3-63e0470c6e3f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 172, "type": "appendix", "function": "appendix", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 16, "componentCount": 3, "textChars": 296, "nDataPoints": 0, "notes": null, "elementsJson": [ "bullet_list" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:16.687+00", "seconds": 4.591, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/172", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-172", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.85 }, "kind": "disclaimer", "text": "Note: None of the individuals or companies illustrated have endorsed or recommended the services of Blue Owl Digital Infrastructure...", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:16.687+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "045fadde-2b7a-4c19-96d0-e16693a7c83a", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.9, "x": 0.05, "y": 0.1 }, "kind": "paragraph", "text": "Page 86 - Investing Behind Significant Secular Themes Requiring Scaled Capital... Page 95 - Significant Capital Demand with Systemic Supply Constraints...", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:16.687+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "37e2a272-de90-40e5-99dd-7ad43db1a58f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.05, "y": 0.04 }, "kind": "title", "text": "Endnotes", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:16.687+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6d85f476-960c-4617-88dc-268c0fb85bbd", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 173, "type": "appendix", "function": "appendix", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "balanced", "densityScore": 40, "componentCount": 2, "textChars": 2021, "nDataPoints": 0, "notes": null, "elementsJson": [ "numbered_list" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:16.505+00", "seconds": 4.329, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/173", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-173", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.85, "w": 0.95, "x": 0.03, "y": 0.1 }, "kind": "paragraph", "text": "Page 100 - Real Assets Has Been Our Fastest Growing Platform... And We Think That Can Continue\n1. \"Investor Day 2022\" data are as of 3/31/22.\n\nPage 105 - Our Hybrid M&A Strategy Is a Complement to Robust Organic Growth\n1. Market Cap as of 12/31/24 using stock price of $23 is approximately $35B.\n\nPage 109 - We Expect to Grow Our Insurance Business Substantially\nSources:\nUS life insurance AUM: Aon Review of Alternative Asset Managers' Involvement with Life & Annuity Insurers, 2022\nGlobal life and annuity source: IAIS Global Insurance Market Report - December 2023\n\nPage 115 - The Growth of Blue Owl's Institutional Business\n1. Excludes capital acquired with the Kuvare Asset Management acquisition, as well as subsequent flows into legacy Kuvare Asset Management products.\n\nPage 116 - Institutional Client Demand for Alternatives Is Increasing...\nSources:\nGrowth in Institutional Assets: PwC Asset and wealth management revolution 2024 and 2023\nAllocations: Preqin Institutional Allocation Study 2024\n\nPage 117 - Why Institutions Partner with Us\n1. Excludes wealth and CLOs.\n2. Represents capital acquired with the Kuvare Asset Management acquisition, as well as subsequent flows into legacy Kuvare Asset Management products.\n3. Other includes the following investor types: Asset Managers, Sovereign Nations, Corporate Treasury, and Fund of Funds.\n\nPage 118 - The Opportunity to Deepen and Grow Engagement is Significant\n1. Growth of Clients and Commitments based on investor equity commitments, excluding wealth and CLOs. Excludes capital acquired with the Kuvare Asset Management acquisition, as well as subsequent flows into legacy Kuvare Asset Management products.\n2. Opportunity for Cross Selling based on investor count. Excludes capital acquired with the Kuvare Asset Management acquisition, as well as subsequent flows into legacy Kuvare Asset Management products.\n3. \"Investor Day 2022\" data are as of 3/31/22.\n\nPage 119 - Creating Value with Strategic Acquisitions...\n1. Based on equity commitments.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:16.505+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "de953fcf-9198-4d97-b459-780bf8faccf3", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Endnotes", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:16.505+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bba02225-d861-4687-b021-8f4f256d0e20", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 174, "type": "appendix", "function": "appendix", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "balanced", "densityScore": 39, "componentCount": 2, "textChars": 1723, "nDataPoints": 0, "notes": null, "elementsJson": [ "bullet_list" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:15.922+00", "seconds": 3.587, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/174", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-174", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.85, "w": 0.9, "x": 0.05, "y": 0.1 }, "kind": "paragraph", "text": "Page 123 - The Private Wealth Opportunity Set Is Enormous and Still in the Early Innings\nSources:\nAssets: PwC Asset and wealth management revolution 2024. Unleashing the transformative power of disruptive technology. November 2024\nInstitutional Allocation: Preqin Institutional Allocation Study, March 2024. For Private Wealth Allocations: Bain Global Private Equity Report 2023\n\nPage 124 - Market Share is Consolidating Amongst a Small Number of Managers Creating Significant Barriers to Entry\nSource: Stanger Market Pulse\n\nPage 125 - A Market Leader in Fundraising and Favorability\nSources:\nBrand Survey: Blue Owl Brand Pulse Survey\nCapital Raise: Stanger Market Pulse\nPeer group: Apollo, Ares, Blackstone, Brookfield, Carlyle, Golub, KKR, Starwood, and TPG.\n\nPage 129 - Underpinned by a Strong Track Record of Innovation\nSources:\nREIT Fundraising: Stanger Market Pulse\nAward: IPI Barrons Industry Award 2024\n\nPage 130 - That has Led to an Industry-Leading Wealth Platform at One of the Largest and Fastest Growing Alternative Asset Managers\nSource: Stanger Market Pulse\n\nPage 132 - There Is Significant Growth Potential Across Our Largest Markets\nSources:\nUS Wealth Market: Goldman Sachs Equity Research “2025 Capital Markets Outlook: Reposition to balance cyclical and structural growth versus expanded valuations.” January 2025.\nHousehold Financial Assets: Bank of Japan, September 2024. European Fund and Asset Management Association, December 2023. Australian Bureau of Statistics, September 2024. FRED, September 2024.\n\nPage 134 - Significant Barriers to Entry Are a Catalyst for M&A\nSource: Private Equity International. Private Funds Leaders Survey: Dedicated wealth teams to become the norm. August 2023.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:15.922+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b89292ce-ddc5-4e96-8d47-e4ef90a1b52d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.05, "y": 0.04 }, "kind": "title", "text": "Endnotes", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:15.922+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "39b965e7-1f18-46af-97c7-6a48a570fb97", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 175, "type": "appendix", "function": "appendix", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 7, "componentCount": 2, "textChars": 160, "nDataPoints": 0, "notes": null, "elementsJson": [ "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:16.767+00", "seconds": 4.085, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/175", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-175", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.82, "w": 0.95, "x": 0.03, "y": 0.11 }, "kind": "paragraph", "text": "Page 135 - New Frontiers Will Continue to Drive Growth... Page 145 - So Our Earnings Are Not Subject to Much of the Market Volatility That Our Peers Are", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:16.767+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f6e60da2-b04a-471f-bbce-3105e3ec1973", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Endnotes", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:16.767+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "746bf097-125e-4a43-9b5d-a64f6b234b94", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 176, "type": "appendix", "function": "appendix", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "balanced", "densityScore": 38, "componentCount": 2, "textChars": 1392, "nDataPoints": 0, "notes": null, "elementsJson": [ "numbered_list" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:16.183+00", "seconds": 3.238, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/176", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-176", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.8, "w": 0.95, "x": 0.03, "y": 0.1 }, "kind": "paragraph", "text": "Page 146 - Our Leading Private Wealth Franchise Is Well Positioned for Future Growth\n1. Includes all fundraise from OCIC, OTIC & ORENT/OREX.\n\nPage 150 - Our Strategies That Existed As of Our Last Investor Day\n1. Length of track record includes length of time before Blue Owl acquired business where applicable.\n2. GP Strategic Capital is inclusive of GP Minority Stakes, GP Debt Financing, and Professional Sports Minority Stakes.\n\nPage 151 - Our Strategies Today\n1. Length of track record includes length of time before Blue Owl acquired business where applicable.\n2. GP Strategic Capital is inclusive of GP Minority Stakes, GP Debt Financing, and Professional Sports Minority Stakes.\n3. IPI acquisition closed on 1/3/25.\n\nPage 152 - We Have a Playbook and Track Record of Growing Our Acquired Businesses\n1. Oak Street At Signing metrics as of 9/30/21.\n\nPage 157 - Our Velocity of Capital Is Different Than Our Peers\n1. FRE multiple of peers represents the average of the individual implied FRE retained per dollar raised for peers. Peer FPAUM retained ratio, FRE Margin, and Avg. Fee Rate based on 3Q24 LTM.\nPeer group includes Apollo Global Management, Inc “APO”, Ares Management Corporation “ARES”, Blackstone Inc. “BX”, The Carlyle Group Inc. “CG”, and KKR & Co. Inc. “KKR”.\n\nPage 159 - Shareholder Value Creation Since Our Last Investor Day\n1. Represents close price on 5/19/22.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:16.183+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "46ec62a7-80d3-414f-8ad4-31a0112d65c6", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.15, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "Endnotes", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:16.183+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d84306de-254a-476b-87c5-3567a941148c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 177, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 1, "componentCount": 1, "textChars": 24, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:14.547+00", "seconds": 1.602, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/177", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-177", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.5, "x": 0.05, "y": 0.5 }, "kind": "title", "text": "Non-GAAP Reconciliations", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:14.547+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dc980dc4-c37a-403e-ba07-99bc836d9a5c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 178, "type": "setup", "function": "summarize", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 27, "componentCount": 2, "textChars": 653, "nDataPoints": 0, "notes": null, "elementsJson": [ "data_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:15.575+00", "seconds": 2.621, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/178", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-178", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.815, "w": 0.924, "x": 0.038, "y": 0.115 }, "kind": "table", "text": "Fee-Related Earnings, or FRE, and Related Components: Fee-Related Earnings is a supplemental non-GAAP measure... Distributable Earnings or DE: Distributable Earnings is a supplemental non-GAAP measure... Adjusted Fee-Related Earnings and Adjusted Distributable Earnings: Adjusted Fee-Related Earnings and Adjusted Distributable Earnings are supplemental non-GAAP measures... GAAP Margin: Calculated as income before income taxes, divided by total revenues. FRE Margin: FRE Margin is a supplemental non-GAAP measure that equals Fee-Related Earnings before net (income) loss allocated to noncontrolling interests, divided by FRE revenues.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:15.575+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "36e72242-fe03-499e-961d-438edcb39633", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.284, "x": 0.038, "y": 0.043 }, "kind": "title", "text": "Non-GAAP Measures", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:15.575+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "912117ae-3984-40bc-9b4e-eeaf80eba808", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 179, "type": "analysis", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "sparse", "densityScore": 23, "componentCount": 3, "textChars": 232, "nDataPoints": 168, "notes": null, "elementsJson": [ "data_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:15.38+00", "seconds": 2.263, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/179", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-179", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "metric", "text": "Distributable Earnings: $1,129,248", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:11:07+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b11-38e2b3e5125c", "parentComponentId": null }, { "bbox": { "h": 0.85, "w": 0.92, "x": 0.038, "y": 0.085 }, "kind": "table", "text": "Financial reconciliation table with rows for GAAP Net Income, adjustments, and Distributable Earnings, and columns for 4Q'24, 3Q'24, 4Q'23, 4Q'22, Adj. 1Q'22, and Adj. 4Q'21.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:15.38+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2286f883-8491-47ed-bd2f-be42ba46b212", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.35, "x": 0.038, "y": 0.038 }, "kind": "title", "text": "Non-GAAP Reconciliations", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:15.38+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "972e6765-f186-439f-9c95-d22469a142c7", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "6d949d0b-a4ea-46d1-9b2b-30307d2b8b12", "evidence": "Financial reconciliation table with rows for GAAP Net Income, adjustments, and Distributable Earnings", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:03:15.762907+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 179, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 180, "type": "analysis", "title": "The table provides a granular breakdown of adjustments including equity-based compensation, amortization, and changes in liabilities.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "sparse", "densityScore": 23, "componentCount": 3, "textChars": 213, "nDataPoints": 200, "notes": "The table provides a granular breakdown of adjustments including equity-based compensation, amortization, and changes in liabilities.", "elementsJson": [ "data_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:16.923+00", "seconds": 3.798, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/180", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-180", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "metric", "text": "Distributable Earnings: $315,177", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:11:03+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0f-045a96ef1920", "parentComponentId": null }, { "bbox": { "h": 0.825, "w": 0.924, "x": 0.038, "y": 0.105 }, "kind": "table", "text": "Financial reconciliation table with rows for GAAP Net Income, adjustments, and Distributable Earnings, and columns for quarters from 4Q'24 to 1Q'23.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:16.923+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4130a838-d8cb-40ba-a7fd-26fc11f1f776", "parentComponentId": null }, { "bbox": { "h": 0.038, "w": 0.448, "x": 0.038, "y": 0.038 }, "kind": "title", "text": "Non-GAAP Reconciliations (cont'd)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:16.923+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "743ada96-46cb-4963-a276-0ce155f21688", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e9259422-dfd2-43b8-a336-1bcd883c4562", "evidence": "Financial reconciliation table with rows for GAAP Net Income, adjustments, and Distributable Earnings", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:03:15.829764+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 180, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 181, "type": "analysis", "title": "The table provides a detailed breakdown of adjustments including equity-based compensation, amortization, and changes in various liabilities.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "sparse", "densityScore": 20, "componentCount": 3, "textChars": 148, "nDataPoints": 189, "notes": "The table provides a detailed breakdown of adjustments including equity-based compensation, amortization, and changes in various liabilities.", "elementsJson": [ "data_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:17.884+00", "seconds": 4.676, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/181", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-181", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "metric", "text": "Distributable Earnings: $215,001", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:11:05+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0f-77017ceb36bf", "parentComponentId": null }, { "bbox": { "h": 0.835, "w": 0.924, "x": 0.038, "y": 0.105 }, "kind": "table", "text": "Financial reconciliation table showing GAAP to Non-GAAP adjustments for 7 quarters.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:17.884+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "62c496ea-bb74-4484-bc18-261bacdcb80a", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.448, "x": 0.038, "y": 0.038 }, "kind": "title", "text": "Non-GAAP Reconciliations (cont'd)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:17.884+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "61bab6ca-cd64-41c8-a63b-2ea3359a8f5e", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "0ae31bfa-e930-48a5-a47b-5d5804b44f29", "evidence": "Financial reconciliation table showing GAAP to Non-GAAP adjustments for 7 quarters", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:03:15.899009+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 181, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 182, "type": "setup", "function": "summarize", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 34, "componentCount": 5, "textChars": 240, "nDataPoints": 48, "notes": null, "elementsJson": [ "data_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:15.37+00", "seconds": 2.12, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/182", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-182", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "metric", "text": "FRE Margin: 59%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:11:03+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0e-c0eee4f196a8", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.82, "x": 0.038, "y": 0.09 }, "kind": "table", "text": "Reconciliation of GAAP Revenues to FRE Revenues for various periods.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:15.37+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "48edc4b9-08b0-401b-b098-14a5fdabe375", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.69, "x": 0.038, "y": 0.33 }, "kind": "table", "text": "Reconciliation of GAAP Management Fees to FRE Management Fees for various periods.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:15.37+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "73f4bbc1-4f19-433b-b695-67ea51bd7510", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.49, "x": 0.038, "y": 0.48 }, "kind": "table", "text": "Calculation of GAAP Margin and FRE Margin.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:15.37+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f6e5df35-ddf8-4271-abe3-844a314a6798", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.45, "x": 0.038, "y": 0.038 }, "kind": "title", "text": "Non-GAAP Reconciliations (cont'd)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:15.37+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "327f7fb2-2324-44fe-bcc2-bb27ad9c6438", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "d9861d28-89dc-4d79-b07a-6058a00f2c09", "evidence": "Reconciliation of GAAP Management Fees to FRE Management Fees for various periods", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:03:15.969877+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 182, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 183, "type": "setup", "function": "summarize", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "sparse", "densityScore": 20, "componentCount": 3, "textChars": 161, "nDataPoints": 112, "notes": null, "elementsJson": [ "data_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:15.379+00", "seconds": 1.92, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/183", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-183", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": null, "kind": "metric", "text": "FRE Management Fees", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:11:03+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611c-72f2-9b0e-9bf7c216a2ef", "parentComponentId": null }, { "bbox": { "h": 0.315, "w": 0.924, "x": 0.038, "y": 0.088 }, "kind": "table", "text": "Two-part table reconciling GAAP Management Fees to FRE Management Fees for quarters from 4Q'24 back to 1Q'21.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:15.379+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6f43d01e-cc5d-475a-8d67-16d71a94fb42", "parentComponentId": null }, { "bbox": { "h": 0.038, "w": 0.448, "x": 0.038, "y": 0.038 }, "kind": "title", "text": "Non-GAAP Reconciliations (cont'd)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:15.379+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c8b08cf9-4f1e-4d44-bf9e-85b3cf2e01c1", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "c5675709-0f26-417c-97d4-80a1f6bfabd2", "evidence": "Two-part table reconciling GAAP Management Fees to FRE Management Fees for quarters from 4Q'24 back to 1Q'21", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:03:16.036985+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 183, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 184, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 0, "componentCount": 1, "textChars": 13, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:15.217+00", "seconds": 1.669, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/184", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-184", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.3, "x": 0.05, "y": 0.5 }, "kind": "title", "text": "Defined Terms", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:15.217+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "434141b7-4ba4-4ba9-8f06-9c5f24b538c2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 185, "type": "appendix", "function": "appendix", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 4, "componentCount": 2, "textChars": 81, "nDataPoints": 0, "notes": null, "elementsJson": [ "data_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:15.976+00", "seconds": 2.38, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/185", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-185", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.85, "w": 0.924, "x": 0.038, "y": 0.088 }, "kind": "table", "text": "Glossary table containing terms and their corresponding definitions.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:15.976+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "79ff4ad9-79ad-4de5-902f-012862f872d0", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.21, "x": 0.038, "y": 0.044 }, "kind": "title", "text": "Defined Terms", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:15.976+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4633046e-7e4a-498b-b3e5-b40af44c78b7", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ba799cb1-e964-4c4c-8245-961f59330142", "evidence": "Glossary table containing terms and their corresponding definitions", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:03:16.142467+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 185, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 186, "type": "appendix", "function": "appendix", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 12, "componentCount": 2, "textChars": 267, "nDataPoints": 0, "notes": null, "elementsJson": [ "data_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:26:20.3+00", "seconds": 6.654, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/186", "deck": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchor": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-186", "deckJson": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json" }, "components": [ { "bbox": { "h": 0.855, "w": 0.922, "x": 0.039, "y": 0.088 }, "kind": "table", "text": "GAAP: Refers to U.S. generally accepted accounting principles. GFC: Refers to the global financial crisis. GP Strategic Capital: Refers to our GP Strategic Capital platform... IPI: Refers to the business of digital infrastructure fund manager...", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:20.3+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eb428314-6104-4cd7-8ebf-f8babb17fd3a", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.285, "x": 0.039, "y": 0.043 }, "kind": "title", "text": "Defined Terms (cont'd)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:26:20.3+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e6afe8f4-e065-410b-b879-a850c0927039", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "df687aa9-f1cc-43c0-96f1-969bdc919ac8", "evidence": "GAAP: Refers to U.S. generally accepted accounting principles. GFC: Refers to the global financial crisis", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:03:16.209605+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 186, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 5, "to": 26, "label": "Situation & Context", "description": "Shareholder shift, 140% return, 2022→2024 evolution, peer leadership, market scale" }, { "from": 27, "to": 27, "label": "Problem & Complication", "description": "Section divider asks 'What can we accomplish over the next 5 years?'" }, { "from": 28, "to": 136, "label": "Solution & Approach", "description": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth" }, { "from": 137, "to": 159, "label": "Evidence & Proof", "description": "Financial Review section shows FRE growth, peer benchmarks, durability and shareholder value" }, { "from": 160, "to": 162, "label": "Impact & Next Steps", "description": "Key Takeaways with $500bn+ AUM target, Diversification/Innovation/Scale, Q&A" } ], "loops": [ { "from": 5, "to": 14, "label": "Before After", "description": "Show how Blue Owl evolved since 2022 listing" }, { "from": 15, "to": 18, "label": "Benchmark Gap", "description": "Show OWL outperforming peer averages on every metric" }, { "from": 19, "to": 23, "label": "Why Now", "description": "Establish secular tailwinds in alternatives" }, { "from": 27, "to": 32, "label": "Time Machine", "description": "Cast 5-year vision and stock upside" }, { "from": 34, "to": 45, "label": "David Goliath", "description": "Position Blue Owl Direct Lending as winning share against banks/peers" }, { "from": 47, "to": 57, "label": "Iceberg", "description": "Reveal Alternative Credit's hidden opportunity beneath the surface" }, { "from": 59, "to": 62, "label": "Before After", "description": "Show expanded credit funnel and broader value to clients" }, { "from": 64, "to": 73, "label": "Zoom In", "description": "Drill into GP Strategic Capital leadership and runway" }, { "from": 76, "to": 86, "label": "Tale Two Worlds", "description": "Contrast Blue Owl Net Lease leadership with thinly-served European TAM" }, { "from": 88, "to": 91, "label": "Why Now", "description": "Make the case for Real Estate Credit timing" }, { "from": 93, "to": 100, "label": "Why Now", "description": "Frame Digital Infrastructure as a generational opportunity" }, { "from": 107, "to": 113, "label": "Before After", "description": "Show insurance scale jump via Kuvare and tailored solutions" }, { "from": 115, "to": 121, "label": "Before After", "description": "Recap institutional growth since last Investor Day" }, { "from": 123, "to": 136, "label": "Day In Life", "description": "Sell the Private Wealth opportunity and Blue Owl's playbook" }, { "from": 138, "to": 145, "label": "Pattern Hunter", "description": "Stack evidence of durable, peer-beating financial performance" }, { "from": 146, "to": 156, "label": "Time Machine", "description": "Project the path to $500bn AUM by 2029" }, { "from": 157, "to": 161, "label": "Benchmark Gap", "description": "Close with capital-velocity advantage vs peers" } ] }