{ "schemaVersion": "deck-intelligence.v1", "id": "019dd923-5efe-75c0-8dff-5e82239f0084", "slug": "d1ef8ba7351b7ccb", "title": "2024 05 Investor Deck", "subtitle": "BILL", "author": "BILL", "pageCount": 30, "kind": "consulting-deck", "orientation": "landscape", "aspectRatio": 1.777, "document": { "id": "019dd923-5efe-75c0-8dff-5e82239f0084", "slug": "d1ef8ba7351b7ccb", "title": "2024 05 Investor Deck", "rawTitle": "2024 05 Investor Deck", "authorId": "Bill", "authorName": "BILL", "authorDisplay": "BILL", "kind": { "slug": "consulting-deck", "label": "Consulting deck" }, "sourceType": { "slug": "strategy_consulting", "label": "Strategy consulting" }, "fileName": "2024-05-Investor-Deck.pdf", "sourceUrl": null, "sourceDate": "2024-05-15 00:00:00", "presentationDate": null, "ingestedAt": "2026-04-27 02:45:13+00", "status": "ready", "pageCount": 30, "orientation": "landscape", "aspectRatio": 1.777, "targetCompany": null, "targetTicker": null, "metadata": { "local_root": "/tmp/legacy-images/d1ef8ba7351b7ccb", "origin_corpus": "consulting" } }, "coverage": { "pageCount": 30, "pagesIndexed": 30, "pagesWithImages": 30, "pagesWithMetadata": 30, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 150, "chartCount": 12, "metricSlides": 0, "toolMatches": 61, "documentToolMatches": 0, "frameworkMatches": 10, "arcMatches": 2, "beatMatches": 12, "loopMatches": 5, "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": "019dd95a-0543-7581-99b3-a3312864e906", "evidence": "Classic IR arc: identity (p3-5), SMB pain (p6), opportunity & solution (p7-10), competitive proof (p11-15), financial proof (p17-21).", "isPrimary": true, "confidence": 78, "extraction": { "at": "2026-04-29 13:07:28.977035+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } }, { "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "019dd95a-0543-7581-99b3-a7be5d9b81da", "evidence": "Investor deck with most Sequoia beats present though out of canonical order; Why-Now/Team/Ask absent.", "isPrimary": false, "confidence": 62, "extraction": { "at": "2026-04-29 13:07:28.977035+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } } ], "beats": [ { "to": 5, "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": 3, "name": "Situation & Context", "beatId": "019dd95a-07a7-7579-bd66-833d3d932d7f", "matchId": "019dd95a-0543-7581-99b3-a3312864e906", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "Champions of SMBs / Essential Platform / BILL at a glance set context", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. 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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": "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": "019dd95a-1c1c-7608-8ecd-4be9a794cc0c", "evidence": "65% / 19% growth callouts on bars", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 78, "extraction": { "at": "2026-04-29 13:07:34.689809+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Sparklines (Chart)", "slug": "sparklines-chart", "status": "active", "bestFor": null, "canonId": "019dd956-b3db-7239-aa95-d24b7cdc29e4", "version": 1, "bodyDocId": null, "description": "Word-sized graphics embedded in text for data density", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-1c1c-7608-8ecd-3fadc70323aa", "evidence": "Compact bar charts with 65% / 19% growth annotations", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-04-29 13:07:34.689809+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Visual Hierarchy", "slug": "visual-hierarchy", "status": "active", "bestFor": null, "canonId": "019dd956-b2ca-706b-937f-e52441086fd7", "version": 1, "bodyDocId": null, "description": "Order of perception through Size > Color > Position > Weight > Space", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "019dd95a-1c1c-7608-8ecd-45d9df1917ff", "evidence": "Oversized stat numbers dominate the right-hand grid", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 75, "extraction": { "at": "2026-04-29 13:07:34.689809+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "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": "019dd95a-1c1c-7608-8ecd-42c4afc2ec01", "evidence": "Orange numbers (460K+, 5.8M, 111%, 87%) pop against neutral copy", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 80, "extraction": { "at": "2026-04-29 13:07:34.689809+00", "model": "claude-legacy", "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. 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(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": "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": "019dd95a-1c1c-7608-8ecd-55ce68f93228", "evidence": "'paper-based processes', 'chasing approvals', 'real time financial status'", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-04-29 13:07:34.689809+00", "model": "claude-legacy", "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. 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