This is the pitch deck that helped convince Blackstone's Tony James;; NerdWallet's cofounder;; and Sequoia Capital to invest in the seed round of a startup disrupting retirement investments

Alto

arc beats above · slides in the middle · loops below · scroll → 2 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 17 total

Metadata

Components

Metrics

Tools

Frameworks

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Loops

Problem 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits

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Solution 9 slides 100% 9/9 slides 100% 9/9 slides · 50 hits

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55.6% 5/9 slides · 6 hits 55.6% 5/9 slides 100% 9/9 slides · 16 hits 22.2% 2/9 slides Market Size 6 slides 100% 6/6 slides 100% 6/6 slides · 36 hits

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50% 3/6 slides 33.3% 2/6 slides 100% 6/6 slides · 13 hits 33.3% 2/6 slides Team 1 slides 100% 1/1 slides 100% 1/1 slides · 6 hits

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Slide inventory

every slide · same image gating as the playbook

front_matter

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Includes a social media quote used as a credibility signal.present_solution

Open slide detailBeat · Solution

The chart illustrates the Yale Endowment's increasing allocation to alternative assets over time.size_opportunity

Open slide detailBeat · Solution

The chart shows a stacked bar growth of retirement assets from 2000 to 2020, with a callout to the 2017 Reg D market size.size_opportunity

Open slide detailBeat · Solution

The slide uses a map graphic to anchor the $12B figure, though the context of the $12B is not explicitly defined as TAM or AUM in the text.frame_problem

Open slide detailBeat · Problem

Uses a stopwatch icon to emphasize the urgency of the 'Why Now' argument.argue_timing

Open slide detailBeat · SolutionLoop · Why Now

The slide uses a bar chart to compare S&P 500, USPE, and USVC returns over 1, 10, and 25-year horizons.argue_timing

Open slide detailBeat · SolutionLoop · Why Now

The chart combines a stacked bar chart (AuM in Trillions) with a line graph (Combined % of Global AuM).size_opportunity

Open slide detailBeat · Solution

Uses a circular process diagram to show the flow of funds between the investor, the Alto platform, and alternative assets.present_solution

Open slide detailBeat · Solution

present_solution

Open slide detailBeat · Solution

The slide uses a simple list format to explain the monetization strategy.present_solution

Open slide detail

show_traction

Open slide detailLoop · Quick Win Big Bet

show_traction

Open slide detailLoop · Quick Win Big Bet

state_next_steps

Open slide detailLoop · Quick Win Big Bet

other

Open slide detailBeat · Team

inspire_vision

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The slide uses a 2x2 matrix framework to differentiate the company from competitors like Pensco, Strata, and Millennium Trust.compare_peers

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The slide uses a checkmark/cross matrix to highlight product differentiation.compare_peers

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Includes a confidentiality disclaimer at the bottom left.state_next_steps

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