{ "schemaVersion": "deck-intelligence.v1", "id": "019de06f-5688-7096-81f7-48a64f5f0daa", "slug": "e55fe37b62f7b845ca891f43f56954d1", "title": "Bank of America | Investment Banking Pitch Book | 46 slides", "subtitle": "Bank of America Merrill Lynch · 2014-08", "author": "Bank of America Merrill Lynch", "date": "2014-08-01 00:00:00", "pageCount": 46, "kind": "consulting-deck", "orientation": "landscape", "aspectRatio": 1.2938006, "document": { "id": "019de06f-5688-7096-81f7-48a64f5f0daa", "slug": "e55fe37b62f7b845ca891f43f56954d1", "title": "Bank of America | Investment Banking Pitch Book | 46 slides", "rawTitle": "Bank of America | Investment Banking Pitch Book | 46 slides", "authorId": "bank-of-america", "authorName": "Bank of America Merrill Lynch", "authorDisplay": "Bank of America Merrill Lynch", "kind": { "slug": "consulting-deck", "label": "Consulting deck" }, "sourceType": { "slug": "investment_bank", "label": "Investment bank" }, "fileName": "2014-08__bank-of-america__ib-pitchbook__e55fe37b.pdf", "sourceUrl": "https://www.slidebook.io/company/bank-of-america/presentation/e55fe37b62f7b845ca891f43f56954d1/", "sourceDate": "2014-08-03 00:00:00", "presentationDate": "2014-08-01 00:00:00", "ingestedAt": "2026-04-30 22:08:06.38343+00", "status": "ready", "pageCount": 46, "orientation": "landscape", "aspectRatio": 1.2938006, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "banks-diversified", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2014-08__bank-of-america__ib-pitchbook__e55fe37b", "image_width": 1920, "image_format": "jpg", "deck_type_raw": "Investment Banking Pitch Book", "deck_type_slug": null, "source_url_pattern": "https://www.slidebook.io/company/{company_slug}/presentation/{deck_id}/" } }, "coverage": { "pageCount": 46, "pagesIndexed": 46, "pagesWithImages": 46, "pagesWithMetadata": 46, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 203, "chartCount": 4, "metricSlides": 0, "toolMatches": 28, "documentToolMatches": 0, "frameworkMatches": 10, "arcMatches": 1, "beatMatches": 5, "loopMatches": 3, "patternMatches": 0, "storymakersMatch": false, "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": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "evidence": "Document follows a logical structure of situation/context, problem/complication, solution/approach, evidence/proof, impact/next steps", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:05:27.877715+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 3, "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": 1, "name": "Situation & Context", "beatId": "57e33ba9-e5b0-4711-aff1-56502ce207e1", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "Confidential Discussion Materials Prepared for the Pioneer Special Committee", "position": 0, "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. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 9, "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": 4, "name": "Problem & Complication", "beatId": "b1c777d4-51db-45dc-bdae-defafad2f36f", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "Executive Summary: Recap of Key Events to Date, Implied Premiums and Multiples of Revised Court Square Offer", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 24, "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": 10, "name": "Evidence & Proof", "beatId": "67bc41ce-7c12-4c8e-8d67-aa34bbb8adf2", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "Review of Projections, Preliminary Valuation Considerations", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 37, "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": 25, "name": "Impact & Next Steps", "beatId": "3d1f715c-5a01-4e50-a591-98a3403de70f", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "Go-Shop Considerations, Next Steps", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 46, "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": 38, "name": "Solution & Approach", "beatId": "a3768cae-bdd0-4a2b-bdf5-e52320c8795b", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "Appendix, Review of Base Case Projections", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 9, "from": 4, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null, "categoryName": "Logical Reasoning", "categorySlug": "logical-reasoning" }, "matchId": "97361454-4c92-46de-aaa6-f46bb0742b75", "evidence": "Executive Summary: Recap of Key Events to Date, Implied Premiums and Multiples of Revised Court Square Offer", "position": 0, "objective": "Understand the logic behind the Revised Court Square Offer", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:05:28.139799+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 24, "from": 10, "loop": { "name": "03_aha_moment", "slug": "03-aha-moment", "status": "active", "bestFor": "Data-heavy sections, research findings, analytical arguments", "canonId": "019dd956-66f4-7668-ab25-cec9c996c0bc", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "description": "Establish a tension, present data, then deliver the insight that changes everything", "familyLabel": null, "categoryName": "Narrative", "categorySlug": "narrative" }, "matchId": "66ef1fd9-09b6-4e73-bca2-2e542ad20b7f", "evidence": "Review of Projections, Preliminary Valuation Considerations", "position": 1, "objective": "Reveal key findings from Review of Projections and Preliminary Valuation Considerations", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:05:28.182245+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 37, "from": 25, "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": "41f02eca-439b-4491-96af-e4e2d81eaef6", "evidence": "Go-Shop Considerations: Proposed Go-Shop Process, Key Marketing and Diligence Materials / Activities", "position": 2, "objective": "Explain the importance of Go-Shop Considerations", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:05:28.224564+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "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": "52b330f0-88ce-4888-9b62-46b90eebd550", "evidence": "This slide has a title/headline and no other content, which is typical of a section divider.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 03:30:04.454201+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "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": "02bce2cf-87b7-494b-a068-6ccab11c1685", "evidence": "Table comparing Pioneer Forecast and Valuation changes with commentary.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:30:04.136474+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Valuation: DCF", "slug": "dcf", "status": "active", "bestFor": null, "canonId": "019df269-2031-7273-9014-0c70beb91e11", "version": 1, "bodyDocId": "019df269-200e-76ea-8883-6ee35d39c836", "description": "You project free cash flows over an explicit forecast period (typically", "familyLabel": "valuation-move", "categoryName": "Analysis", "categorySlug": "analysis" }, "agent": "architect", "layer": "slide", "agents": [ "architect" ], "matchId": "91de5463-3dbe-444e-b468-1a0eadf2edcb", "evidence": "Valuation waterfall chart showing ranges for DCF.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:30:04.343714+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Valuation: LBO math", "slug": "lbo-math", "status": "active", "bestFor": null, "canonId": "019df269-212c-732d-a38c-b9513acf723c", "version": 1, "bodyDocId": "019df269-2109-77fd-9ee6-fbbecf40d439", "description": "You model the target as if a private equity buyer were acquiring it,", "familyLabel": "valuation-move", "categoryName": "Analysis", "categorySlug": "analysis" }, "agent": "architect", "layer": "slide", "agents": [ "architect" ], "matchId": "d4e0c8c9-89a9-4071-85cc-4acbe86ffc41", "evidence": "Valuation waterfall chart showing ranges for LBO analysis.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:30:04.450181+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Valuation: Precedent transactions", "slug": "precedent-transactions", "status": "active", "bestFor": null, "canonId": "019df269-22b0-70fc-b5b7-8d6ee69c15dd", "version": 1, "bodyDocId": "019df22a-9e2b-7165-a5f9-f94a9758ce38", "description": "You apply multiples derived from comparable historical M&A transactions", "familyLabel": "valuation-move", "categoryName": "Analysis", "categorySlug": "analysis" }, "agent": "architect", "layer": "slide", "agents": [ "architect" ], "matchId": "a6796ecc-1846-43fc-a8fe-9f621cd95bf4", "evidence": "Valuation waterfall chart showing ranges for precedent transactions.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:30:04.393991+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "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": "9d57522b-6e44-45a5-a122-284139d5d063", "evidence": "Valuation waterfall chart showing ranges for 52-week, analyst targets, public comps, DCF, precedent transactions, and LBO analysis.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:30:04.291908+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": null, "antipattern": null, "cardinality": null, "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": "bad70b6f-b2f4-4784-806f-9c5c83b46071", "evidence": "Table of valuation inputs and ranges corresponding to the waterfall chart columns.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:30:04.542266+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "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": "87c3f6df-2e72-4f38-96ac-07255271a414", "evidence": "Table comparing financial metrics across 8 companies including Pioneer, MYR, and others.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:30:04.653783+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "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": "d7a87eca-6cb2-416f-9447-79b64111dcfe", "evidence": "Table of precedent transactions with columns: Announced, Close Date, Target, Acquiror, Transaction Value, EV/EBITDA (LTM, NTM)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:30:04.767084+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "whyItWorks": null, "antipattern": null, "cardinality": "common", "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": "59cb9e5a-02e5-4583-a422-5e42b5a4d462", "evidence": "Table of precedent transactions with columns: Date, Acquirer, Target, Target Description, Transaction Value, Revenue, TV/LTM Revenue, TV/LTM EBITDA", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:21:48.930626+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Valuation: DCF", "slug": "dcf", "status": "active", "bestFor": null, "canonId": "019df269-2031-7273-9014-0c70beb91e11", "version": 1, "bodyDocId": "019df269-200e-76ea-8883-6ee35d39c836", "description": "You project free cash flows over an explicit forecast period (typically", "familyLabel": "valuation-move", "categoryName": "Analysis", "categorySlug": "analysis" }, "agent": "architect", "layer": "slide", "agents": [ "architect" ], "matchId": "0e79663a-9966-48ec-9769-b3b7d73edb5f", "evidence": "Preliminary Discounted Cash Flow Analysis", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 23:21:15.891509+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "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": "cd5e3b6f-7eff-4677-83e8-fb43b8161932", "evidence": "Sensitivity analysis tables for PV of Terminal Value, Enterprise Value, Equity Value per Share, and Implied EBITDA Multiple", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:21:15.926775+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "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": "fd3e0304-e166-4dc2-839e-8e4bcc680bc6", "evidence": "Calculating WACC table", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-16 23:21:15.995538+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": null, "antipattern": null, "cardinality": "common", "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": "3d08f3b8-8faf-48d4-bb67-48787d560556", "evidence": "List of Key Marketing and Diligence Materials / Activities", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:21:16.100372+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 27, "whyItWorks": null, "antipattern": null, "cardinality": "common", "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": "24b7f2de-f881-42fd-9a98-56c10dfdd719", "evidence": "Summary of Potential Buyers", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-16 23:21:16.169374+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 28, "whyItWorks": null, "antipattern": null, "cardinality": null, "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": "a6227750-bd90-4831-b124-ed2ef6b521ba", "evidence": "Table containing columns: Name, Potentially Reduced Disclosure, Enterprise Value ($MM), Company Contact, Rationale to Include", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:30:04.889666+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 30, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "586f5f10-f2b2-464c-8493-732c769f0390", "evidence": "Table containing Name, Fund Size, Contact, and Rationale for 8 financial firms.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:30:05.032947+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 31, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "b937a230-ec53-46dc-8440-a1c0ca13f9e5", "evidence": "table/data: Table containing columns: Name, Potentially Reduced Disclosure, Current Fund Size ($MM), Company Contact, Rationale to Include", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:56:16.827537+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": "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": "ada02cdb-3078-4ce7-8749-99fa83b99253", "evidence": "table/data: Table of financial buyers including Name, Fund Size, Contact, and Rationale", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:56:16.914776+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 33, "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": "9f32813e-d3ff-42be-b7f5-320d6551205f", "evidence": "table/data: Table of financial buyers with columns for Name, Fund Size, Contact, and Rationale.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:56:16.998902+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 34, "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": "d36465ba-35ad-43d8-8771-963f66dcfeda", "evidence": "Table containing Name, Current Fund Size/EV, Company Contact, and Rationale to Include for 9 companies.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:21:23.507379+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 35, "whyItWorks": null, "antipattern": null, "cardinality": "common", "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": "5e3faaf6-15ec-4bc1-beca-1753f6ebb6e0", "evidence": "list/bullet: If Special Committee determines to recommend a merger with Court Square, Special Committee to: Discuss and agree on go-shop process, including: Buyers to contact; Materials to provide to potential buyers; Le", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 23:21:23.612242+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 37, "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": "18622df6-5d73-42c3-8e44-23246e86d65c", "evidence": "table/data: Opportunity 6, 3, 4, 1 financial forecasts and commentary", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:21:23.717484+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 39, "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": "b4593b3f-1ab5-4a1c-aa34-43c8c80d150c", "evidence": "Financial table with rows for Revenue, Gross Profit, EBITDA, EPS, D&A, CapEx, and Acquisitions, and columns for years 2009-2018 and CAGR periods.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:21:23.787624+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 40, "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": "8a7416ae-68a3-4c4e-a85e-93faed7c46d4", "evidence": "PF Capitalization table", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:21:23.893209+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 42, "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": "539e6c38-9a46-4278-bedf-4a812970d460", "evidence": "Financial table showing Revenue, EBITDA, Net Interest, CapEx, Cash, Debt, and Credit Statistics for 2014-2018.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:21:23.964724+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 43, "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": "9c3f0a59-793f-421d-8c1b-cf894f748d6e", "evidence": "Revenue Growth Breakdown table", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:21:24.070793+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 45, "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": "c2520a90-cc70-4066-b6b6-7fae13f2a789", "evidence": "Gross Margin (dollars) table", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:21:24.141532+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 46, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "4b906e1b-8f72-43ea-9e35-b97084d1e3b4", "evidence": "Chronological list of events", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 14:26:10.22+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "frameworkName": "timeline" }, { "matchId": "87bddd0c-912f-4a2a-a15d-600493520197", "evidence": "Visual representation of valuation ranges building up to a total value", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 14:26:12.123+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "frameworkName": "waterfall-chart" }, { "matchId": "b8a41b12-c5fa-41e7-a0d3-ac613eac83ec", "evidence": "The slide explicitly performs a DCF analysis with perpetuity growth method.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 14:26:12.617+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "frameworkName": "Discounted Cash Flow (DCF)" }, { "matchId": "ff183c86-53d1-49e9-8b48-c3ff6163bc0f", "evidence": "Table showing impact of varying inputs on WACC", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 14:26:12.858+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "frameworkName": "Sensitivity Analysis" }, { "matchId": "e3efee2c-b397-499c-a237-c2d24d358dbc", "evidence": "Standard corporate finance valuation methodology", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 14:26:12.858+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "frameworkName": "WACC Analysis" }, { "matchId": "a6e2b523-32f0-4498-bdbe-997b9b5d928d", "evidence": "Visual representation of sequential events over a calendar period.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 14:26:17.985+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "frameworkName": "timeline" }, { "matchId": "5a154f59-21f0-4825-8c86-0e141010adb7", "evidence": "The slide maps out the sequential steps of a go-shop process.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 14:26:18.426+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 27, "frameworkName": "process" }, { "matchId": "ace1d4bc-572f-4db5-bc0b-101b450af575", "evidence": "Categorization of buyers into Financial vs Strategic segments", "framework": null, "confidence": 0.7, "extraction": { "at": "2026-05-02 14:26:13.063+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 28, "frameworkName": "market-segmentation-pyramid" }, { "matchId": "4d32ee36-115c-4beb-9092-dd07fb8a9730", "evidence": "The slide presents multiple tables showing how changes in discount rates and growth rates affect valuation metrics.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 14:26:15.284+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 41, "frameworkName": "sensitivity-analysis" }, { "matchId": "2acaef0f-e137-432a-a791-5b5591833ec3", "evidence": "IRR Sensitivity to Transaction Metrics table", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 14:26:19.669+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 42, "frameworkName": "sensitivity_analysis" } ], "patterns": [] }, "storymakers": null, "score": { "backend": "codex", "scoredAt": "2026-05-02 23:43:10.252+00", "subScores": { "scqa_arc": 50, "action_titles": 24, "mece_structure": 68, "closing_strength": 58, "evidence_quality": 88, "clarity_of_thesis": 48, "production_quality": 64, "visual_storytelling": 66 }, "totalScore": 58, "coveragePct": 100, "explanations": { "scqa_arc": "Slides 5-9 establish situation and transaction context, but the deck quickly becomes a diligence sequence of projections, valuation, and buyers rather than a clear Situation-Complication-Question-Answer arc.", "action_titles": "Most titles are topic labels rather than insight sentences; for example, slide 18 is titled \"Preliminary Valuation Considerations\" instead of stating the valuation implication.", "mece_structure": "The deck has a mostly logical M&A structure across executive summary, projections, valuation, go-shop, next steps, and appendix, though buyer-list pages and valuation support overlap across slides 19-24 and 29-35.", "closing_strength": "Slide 37 provides next steps for committee decision-making and a possible go-shop, but it stops short of a sharp recommendation or explicit call to action.", "evidence_quality": "Claims are strongly supported through projections, comps, precedent transactions, DCF, WACC, LBO, and buyer data across slides 11-24 and 39-46.", "clarity_of_thesis": "The purpose is visible by slide 5 as a Special Committee review of the Court Square offer, but no declarative thesis or recommendation is stated in the first five slides.", "production_quality": "The deck appears professionally formatted with consistent investment-banking tables and footnotes, but repeated topic titles and dense appendix-style pages weaken Storymakers production discipline.", "visual_storytelling": "The deck uses appropriate banking tools such as tables, a public-market chart on slide 9, a valuation waterfall on slide 18, and a go-shop timeline on slide 26, but it remains table-heavy with limited message-led callouts." }, "slidesAnalyzed": 46 }, "review": { "backend": "claude", "verdict": "A textbook 2014-era investment-banking pitch book — methodologically rigorous and MECE by function, but a topic-labelled analytical dump rather than a Storymakers exemplar.", "reviewedAt": "2026-05-02 21:26:52.323+00", "slidesSeen": 46, "suggestions": [ "Rewrite every title as an action title — e.g. slide 7 from 'Implied Premiums and Multiples of Revised Court Square Offer' to '$14 offer implies a 32% premium and 8.2x EBITDA — in line with precedents but below DCF midpoint'", "Replace slide 5 'Executive Summary Introduction' with a single 'Recommendation' slide that states accept / reject / go-shop up front, then use slides 6-9 to support it (BLUF principle)", "Collapse the 7 buyer-list tables (29-35) into one MECE summary slide with a tail in the appendix; the current list-then-list-cont'd-then-list-cont'd pattern is a topic dump", "Add a one-line callout to each data table (e.g. 'Mgmt case is 12% above Wall St on 16E EBITDA') so each slide carries its own insight without forcing the reader to re-derive it", "Delete or merge orphan slide 36; promote slide 37 'Next Steps' to a full SCQA close with explicit recommended path and decision date", "Section dividers should pose a question the next pillar answers — e.g. 'Is the current offer fair?' ahead of valuation, 'Can we do better?' ahead of go-shop" ], "closingScore": 55, "openingScore": 42, "topStrengths": [ "Clear functional spine — Recap → Projections → Valuation → Go-Shop → Next Steps (slides 5-9, 10-15, 16-24, 25-35, 37) — gives readers a navigable map", "Triangulated valuation across DCF (23), WACC (24), public comps (20), precedents (21-22), and LBO (42-44) is methodologically thorough", "Slide 18 waterfall chart compresses multiple valuation methodologies into one visual — the rare insight-bearing page in the deck" ], "topWeaknesses": [ "Action titles are absent: 46 slides, near-zero declarative titles; readers must mine each table to extract the so-what", "Repeated identical titles (slides 18/19/20 all 'Preliminary Valuation Considerations'; slides 32/33/34 all 'Potential Financial Buyers (Cont'd)') — Storymakers requires each title to advance the argument", "Thesis is buried: opening 6 slides are cover/disclosure/TOC/divider/recap with no headline answer up front", "Orphan 'Cover' on slide 36 between the Go-Shop tables and Next Steps breaks the narrative spine", "Dense data tables (slides 11-15, 39-46) carry no callout/pull-quote summarizing implication" ], "narrativeScore": 58, "pillarCritique": "The four section dividers (Exec Summary, Review of Projections, Preliminary Valuation, Go-Shop) are functional IB buckets rather than MECE pillars of an argument; they answer 'what work did we do' instead of 'what should the Special Committee decide and why'.", "closingCritique": "Slide 37 'Next Steps' is a real call to action, which is good, but it is preceded by an orphan 'Cover' (slide 36) and a long tail of buyer-list tables (29-35), and followed by 9 appendix slides — the close lacks a memorable single-slide recommendation that crystallizes 'accept, reject, or go-shop'.", "openingCritique": "The first three slides are pure boilerplate (cover, legal notice, TOC) and the 'Executive Summary' is a divider on slide 4 followed by an 'Introduction' on slide 5 that recaps events rather than stating a thesis — a reader has to wait until slide 7 (Implied Premiums) to glimpse what the deck actually argues.", "extractionSeconds": 83.392, "narrativeCritique": "The deck follows a recognizable IB arc — Recap (5-9) → Projections (10-15) → Valuation (16-24) → Alternative path/Go-Shop (25-35) → Next Steps (37) — so the bones of S→C→A→R are present, but the 'Complication' (why the current offer is inadequate) is never sharpened, and the analysis sections read as parallel data dumps rather than escalating tension toward a single recommendation.", "titleQualityScore": 28, "titleQualityCritique": "Titles are almost entirely topic labels in '[Section]: [Topic]' form, with several slides (18, 19, 20) sharing the identical title 'Preliminary Valuation Considerations' — none state an insight (e.g. a Storymakers-style title would read 'Court Square's $14 offer sits below the midpoint of our DCF range' instead of slide 18's bare 'Preliminary Valuation Considerations')." }, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/-7TkRbd2UmHgO3pIKLvDEVIo81XpSdOTbHAalJMxvyk/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9lNTVmZTM3YjYyZjdiODQ1Y2E4OTFmNDNmNTY5NTRkMS9wMDAxLmpwZw", "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": 21, "componentCount": 5, "textChars": 165, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:09.76+00", "seconds": 2.78, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/1", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-1", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.15, "x": 0.09, "y": 0.62 }, "kind": "callout", "text": "STRICTLY CONFIDENTIAL", "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 14:26:09.76+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "53d8395c-4740-4cc0-b973-caa87dccbeab", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.09, "y": 0.78 }, "kind": "image", "text": "Bank of America Merrill Lynch", "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 14:26:09.76+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ebe365d6-9f3a-4eeb-846c-7bc81ada0d77", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.09, "y": 0.46 }, "kind": "paragraph", "text": "Regarding Project Pioneer", "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 14:26:09.76+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4bdb0700-5cdb-452a-8da0-5d75244eaadf", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.1, "x": 0.09, "y": 0.54 }, "kind": "paragraph", "text": "August 3, 2014", "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 14:26:09.76+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e4d6bc8-3401-4dc8-8865-0e92426d0c41", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.6, "x": 0.09, "y": 0.3 }, "kind": "title", "text": "Confidential Discussion Materials Prepared for the Pioneer Special Committee", "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 14:26:09.76+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "17cd0f41-8b7c-4ec5-8ffb-8301276aa410", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 3, "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": 1, "name": "Situation & Context", "beatId": "57e33ba9-e5b0-4711-aff1-56502ce207e1", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "Confidential Discussion Materials Prepared for the Pioneer Special Committee", "position": 0, "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. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/JND9byxmXoyYY4-CeH71VClxNLLRCECvKdJy2fsigkQ/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9lNTVmZTM3YjYyZjdiODQ1Y2E4OTFmNDNmNTY5NTRkMS9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/dHY1s0m7RisXkj30DHSMNll6pwjlvn4_Cj2Bdnj9dZk/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9lNTVmZTM3YjYyZjdiODQ1Y2E4OTFmNDNmNTY5NTRkMS9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/4mIBuWfYxsa2XOUlSXVWNYPbPc_lvU_22lRonSPiMM8/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9lNTVmZTM3YjYyZjdiODQ1Y2E4OTFmNDNmNTY5NTRkMS9wMDAxLnBuZw" }, { "page": 2, "type": "setup", "function": "other", "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": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "sparse", "densityScore": 12, "componentCount": 3, "textChars": 191, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:09.126+00", "seconds": 2.133, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/2", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-2", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.88, "x": 0.06, "y": 0.2 }, "kind": "disclaimer", "text": "Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation...", "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 14:26:09.126+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3686158a-e90c-488a-9468-e8937a4dfcd2", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.135, "x": 0.825, "y": 0.095 }, "kind": "image", "text": "Bank of America Merrill Lynch 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 14:26:09.126+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "31a6f657-7d11-45a8-9435-2ffa8bdde76e", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.06, "y": 0.09 }, "kind": "title", "text": "Notice to Recipient", "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 14:26:09.126+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "89825cb6-530c-4be5-a310-25e46527695d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 3, "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": 1, "name": "Situation & Context", "beatId": "57e33ba9-e5b0-4711-aff1-56502ce207e1", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "Confidential Discussion Materials Prepared for the Pioneer Special Committee", "position": 0, "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. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 3, "type": "setup", "function": "front_matter", "rawType": "table_of_contents", "block": null, "metadata": { "slideType": "table_of_contents", "slideTypeCanon": { "name": "Table of contents", "slug": "table_of_contents", "status": "active", "canonId": "019de52d-0643-721b-9b85-69676bb85cf8", "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": 20, "componentCount": 4, "textChars": 272, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:10.021+00", "seconds": 2.927, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/3", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-3", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.025, "w": 0.115, "x": 0.785, "y": 0.1 }, "kind": "image", "text": "Bank of America Merrill Lynch", "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 14:26:10.021+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "42e762a1-4f98-45c5-b261-8c5edd396c43", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.58, "x": 0.303, "y": 0.238 }, "kind": "list", "text": "1. Executive Summary 1\n2. Review of Projections 6\n3. Preliminary Valuation Considerations 11\n4. Go-Shop Considerations 19\n5. Next Steps 29\nAppendix 30", "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 14:26:10.021+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "63cea8c1-4bd7-4920-8a2e-6bab5223e281", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.72, "x": 0.065, "y": 0.095 }, "kind": "title", "text": "Confidential Discussion Materials Prepared for the Pioneer Special Committee", "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 14:26:10.021+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5d4f0ee0-48dd-4fd4-8d8b-ff8b61d39fa1", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.205, "x": 0.073, "y": 0.238 }, "kind": "title", "text": "Table of Contents", "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 14:26:10.021+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9f304a7d-9070-477b-86ca-ac9ddc67d3f2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 3, "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": 1, "name": "Situation & Context", "beatId": "57e33ba9-e5b0-4711-aff1-56502ce207e1", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "Confidential Discussion Materials Prepared for the Pioneer Special Committee", "position": 0, "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. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 4, "type": "setup", "function": "front_matter", "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": "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": 46, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:09.179+00", "seconds": 1.958, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/4", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-4", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.15, "x": 0.082, "y": 0.798 }, "kind": "image", "text": "Bank of America Merrill Lynch", "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 14:26:09.179+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "57790bd4-7935-4bc1-b25c-04c085027b19", "parentComponentId": null }, { "bbox": { "h": 0.085, "w": 0.385, "x": 0.092, "y": 0.235 }, "kind": "title", "text": "Executive Summary", "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 14:26:09.179+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "372b9b1e-af69-43cd-aa0e-1c0146fa10c5", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 9, "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": 4, "name": "Problem & Complication", "beatId": "b1c777d4-51db-45dc-bdae-defafad2f36f", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "Executive Summary: Recap of Key Events to Date, Implied Premiums and Multiples of Revised Court Square Offer", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 9, "from": 4, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "97361454-4c92-46de-aaa6-f46bb0742b75", "evidence": "Executive Summary: Recap of Key Events to Date, Implied Premiums and Multiples of Revised Court Square Offer", "position": 0, "objective": "Understand the logic behind the Revised Court Square Offer", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:05:28.139799+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 5, "type": "setup", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 25, "componentCount": 4, "textChars": 300, "nDataPoints": 2, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:09.869+00", "seconds": 2.608, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/5", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-5", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.033, "w": 0.125, "x": 0.777, "y": 0.099 }, "kind": "image", "text": "Bank of America Merrill Lynch", "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 14:26:09.869+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f0a6d414-9317-49ce-bcdd-f64254b05eff", "parentComponentId": null }, { "bbox": { "h": 0.396, "w": 0.818, "x": 0.091, "y": 0.206 }, "kind": "list", "text": "Notable events since the July 14th Special Committee meeting include: On July 21st, Court Square increased its offer to acquire Pioneer to $12.00 per share in cash; Ongoing negotiations of merger agreement; Preparation of marketing materials.", "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 14:26:09.869+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d745bc90-a793-4645-9f13-72990cb8dd64", "parentComponentId": null }, { "bbox": { "h": 0.031, "w": 0.334, "x": 0.091, "y": 0.095 }, "kind": "title", "text": "Executive Summary", "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 14:26:09.869+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "91edc222-ce41-479b-a27f-3f8c7ec2571c", "parentComponentId": null }, { "bbox": { "h": 0.023, "w": 0.199, "x": 0.091, "y": 0.126 }, "kind": "title", "text": "Introduction", "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 14:26:09.869+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8a87cc6a-04cb-4dc9-8f57-fd302cfd0b7f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 9, "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": 4, "name": "Problem & Complication", "beatId": "b1c777d4-51db-45dc-bdae-defafad2f36f", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "Executive Summary: Recap of Key Events to Date, Implied Premiums and Multiples of Revised Court Square Offer", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 9, "from": 4, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "97361454-4c92-46de-aaa6-f46bb0742b75", "evidence": "Executive Summary: Recap of Key Events to Date, Implied Premiums and Multiples of Revised Court Square Offer", "position": 0, "objective": "Understand the logic behind the Revised Court Square Offer", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:05:28.139799+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 6, "type": "setup", "title": "This is a standard M&A process timeline slide often found in fairness opinion or transaction advisory decks.", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "sparse", "densityScore": 15, "componentCount": 4, "textChars": 152, "nDataPoints": 0, "notes": "This is a standard M&A process timeline slide often found in fairness opinion or transaction advisory decks.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:10.22+00", "seconds": 2.945, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/6", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-6", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.12, "x": 0.779, "y": 0.095 }, "kind": "image", "text": "Bank of America Merrill Lynch", "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 14:26:10.22+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "67b710d7-99a3-41fa-a304-3a91a71a7cf7", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.82, "x": 0.09, "y": 0.18 }, "kind": "table", "text": "Chronological list of dates and corresponding commentary on acquisition events.", "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 14:26:10.22+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "85a44b9b-5456-4bd6-84a4-08c9f329e042", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.35, "x": 0.09, "y": 0.09 }, "kind": "title", "text": "Executive Summary", "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 14:26:10.22+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6caf1167-39b7-4f02-970b-c86e2a4cee15", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.35, "x": 0.09, "y": 0.12 }, "kind": "title", "text": "Recap of Key Events to Date", "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 14:26:10.22+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ebecf749-441a-44a3-aa28-01d921ac3d44", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "4b906e1b-8f72-43ea-9e35-b97084d1e3b4", "evidence": "Chronological list of events", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 14:26:10.22+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "frameworkName": "timeline" } ], "arcBeats": [ { "to": 9, "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": 4, "name": "Problem & Complication", "beatId": "b1c777d4-51db-45dc-bdae-defafad2f36f", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "Executive Summary: Recap of Key Events to Date, Implied Premiums and Multiples of Revised Court Square Offer", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 9, "from": 4, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "97361454-4c92-46de-aaa6-f46bb0742b75", "evidence": "Executive Summary: Recap of Key Events to Date, Implied Premiums and Multiples of Revised Court Square Offer", "position": 0, "objective": "Understand the logic behind the Revised Court Square Offer", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:05:28.139799+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 7, "type": "setup", "title": "Includes Bank of America Merrill Lynch branding and 10xebitda footer.", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 60, "componentCount": 5, "textChars": 1290, "nDataPoints": 36, "notes": "Includes Bank of America Merrill Lynch branding and 10xebitda footer.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:11.235+00", "seconds": 3.836, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/7", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-7", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.85, "x": 0.08, "y": 0.77 }, "kind": "disclaimer", "text": "Source: Pioneer Management, public filings and FactSet as of August 1, 2014. Note: Dollars in millions, except per share figures. Pioneer fiscal year ends June 30. (1) Assumes $196.0 million in net debt as of June 30, 2014 based on revised Pioneer Management estimates as of July 29, 2014. (2) FY2014E financial results for Pioneer Base Case and Pioneer Sensitivity Case adjusted to reflect actual results through May as well as preliminary June results as of August 1, 2014. Figures calendarized where appropriate. Includes ~$5 million adjustment related to Loss on Sale and Other Expenses, M&A expenses, Tres Amigas reserves, California Job Losses and Severance. CY2014E includes half of the ~$5 million adjustment due to calendarization.", "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 14:26:11.235+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f5d7da06-3396-4564-9a9d-4fbae8ff6418", "parentComponentId": null }, { "bbox": { "h": 0.31, "w": 0.77, "x": 0.12, "y": 0.19 }, "kind": "table", "text": "Offer Price Per Share $12.00; Premium to: Current (8/1/14) 50.8%; 30-Day VWAP 39.6%; 90-Day VWAP 32.0%; 52-Week High (8/5/13) (3.9%); 52-Week Low (8/1/14) 50.8%; Diluted Shares Outstanding (mm) 32.771; Equity Value $393; Plus: Net Debt 196; Transaction Value $589", "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 14:26:11.235+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "22595387-20fc-4726-98ac-e64684137b0e", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.51, "x": 0.38, "y": 0.54 }, "kind": "table", "text": "EV / LTM Adj. EBITDA (FY'14E) Pioneer Base Case $76 7.8x; Pioneer Sensitivity Case $76 7.8x; Wall Street Research $70 8.4x; EV / CY2014E EBITDA 78 7.5; 79 7.5; 76 7.7; EV / CY2015E EBITDA 89 6.6; 98 6.0; 87 6.7", "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 14:26:11.235+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "77be1aa7-869e-4c32-9c3c-bec70d8d8dbd", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.33, "x": 0.08, "y": 0.09 }, "kind": "title", "text": "Executive Summary", "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 14:26:11.235+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cc3cb7ee-1edb-4408-acaf-4e431a858634", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.65, "x": 0.08, "y": 0.12 }, "kind": "title", "text": "Implied Premiums and Multiples of Revised Court Square Offer", "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 14:26:11.235+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fcb78d0a-a017-4d10-a4e3-f076c3c4302e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 9, "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": 4, "name": "Problem & Complication", "beatId": "b1c777d4-51db-45dc-bdae-defafad2f36f", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "Executive Summary: Recap of Key Events to Date, Implied Premiums and Multiples of Revised Court Square Offer", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 9, "from": 4, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "97361454-4c92-46de-aaa6-f46bb0742b75", "evidence": "Executive Summary: Recap of Key Events to Date, Implied Premiums and Multiples of Revised Court Square Offer", "position": 0, "objective": "Understand the logic behind the Revised Court Square Offer", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:05:28.139799+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 8, "type": "analysis", "title": "Standard investment banking sources and uses table.", "function": "analyze_data", "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": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 33, "componentCount": 4, "textChars": 385, "nDataPoints": 24, "notes": "Standard investment banking sources and uses table.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:09.866+00", "seconds": 2.326, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/8", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-8", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.85, "x": 0.08, "y": 0.78 }, "kind": "paragraph", "text": "Source: Court Square (including based on data provided by Pioneer Management). Note: Dollars in millions. (1) LTM EBITDA of $80mm as of June 30, 2014... (2) Reflects Company payment of FY2014 bonus... (3) Includes estimated PIONEER deal costs...", "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 14:26:09.866+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7fd9997b-5e8b-46c5-ba7f-04781b7d5513", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.85, "x": 0.08, "y": 0.25 }, "kind": "table", "text": "Sources and Uses table with line items for First Lien, Second Lien, Equity, and associated costs.", "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 14:26:09.866+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a027df8b-4278-4c0f-b7e7-ad5227729b38", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.35, "x": 0.08, "y": 0.09 }, "kind": "title", "text": "Executive Summary", "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 14:26:09.866+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0d7cf514-aa9e-4b58-8e50-beef8fa56e99", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.25, "x": 0.08, "y": 0.13 }, "kind": "title", "text": "Transaction Sources & Uses", "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 14:26:09.866+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "54ab7447-8a67-45a7-b9e3-5f47906b5569", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 9, "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": 4, "name": "Problem & Complication", "beatId": "b1c777d4-51db-45dc-bdae-defafad2f36f", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "Executive Summary: Recap of Key Events to Date, Implied Premiums and Multiples of Revised Court Square Offer", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 9, "from": 4, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "97361454-4c92-46de-aaa6-f46bb0742b75", "evidence": "Executive Summary: Recap of Key Events to Date, Implied Premiums and Multiples of Revised Court Square Offer", "position": 0, "objective": "Understand the logic behind the Revised Court Square Offer", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:05:28.139799+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 9, "type": "setup", "title": "Includes a combination of a data table for valuation metrics and a combo chart (line for price, bar for volume) with event callouts.", "function": "summarize", "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": "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": 261, "nDataPoints": 45, "notes": "Includes a combination of a data table for valuation metrics and a combo chart (line for price, bar for volume) with event callouts.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:10.189+00", "seconds": 2.604, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/9", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-9", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.55, "x": 0.4, "y": 0.2 }, "kind": "chart", "text": "2014 Stock Price Performance", "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 14:26:10.189+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d29c5cfa-a69c-487e-bf3d-c5ffe1b89ad0", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.8, "x": 0.08, "y": 0.78 }, "kind": "source-note", "text": "Source: FactSet as of August 1, 2014 and Pioneer Base Case as of April 9, 2014. Note: Dollars in millions, except per share amounts.", "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 14:26:10.189+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c72a96cb-86b4-4a71-b3fc-bda02e2f1865", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.38, "x": 0.08, "y": 0.2 }, "kind": "table", "text": "Pioneer Public Market Overview and Trading Multiples 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 14:26:10.189+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f4a5a0f0-1a15-465c-bf52-3397ec47463a", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.35, "x": 0.08, "y": 0.09 }, "kind": "title", "text": "Executive Summary", "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 14:26:10.189+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bf3f6601-d789-4a10-aeaf-c7cfd212a946", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.08, "y": 0.13 }, "kind": "title", "text": "Public Market Perspectives", "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 14:26:10.189+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d01e1086-ffe2-4117-8ebf-e75a604db49c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 9, "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": 4, "name": "Problem & Complication", "beatId": "b1c777d4-51db-45dc-bdae-defafad2f36f", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "Executive Summary: Recap of Key Events to Date, Implied Premiums and Multiples of Revised Court Square Offer", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 9, "from": 4, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "97361454-4c92-46de-aaa6-f46bb0742b75", "evidence": "Executive Summary: Recap of Key Events to Date, Implied Premiums and Multiples of Revised Court Square Offer", "position": 0, "objective": "Understand the logic behind the Revised Court Square Offer", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:05:28.139799+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 10, "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": 9, "componentCount": 3, "textChars": 112, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:11.262+00", "seconds": 2.879, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/10", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-10", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.045, "w": 0.165, "x": 0.106, "y": 0.795 }, "kind": "image", "text": "Bank of America Merrill Lynch", "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 14:26:11.262+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cd75f578-776f-450f-a0ed-07eb9d1c9def", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.28, "x": 0.087, "y": 0.95 }, "kind": "paragraph", "text": "For more investment banking materials, visit www.10xebitda.com", "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 14:26:11.262+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b08f7ed2-8016-4357-acef-5a4d9b493472", "parentComponentId": null }, { "bbox": { "h": 0.055, "w": 0.338, "x": 0.106, "y": 0.231 }, "kind": "title", "text": "Review of Projections", "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 14:26:11.262+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e1d69e58-bc31-44f4-97ed-dea9633f7ac6", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 24, "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": 10, "name": "Evidence & Proof", "beatId": "67bc41ce-7c12-4c8e-8d67-aa34bbb8adf2", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "Review of Projections, Preliminary Valuation Considerations", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 24, "from": 10, "loop": { "name": "03_aha_moment", "slug": "03-aha-moment", "status": "active", "bestFor": "Data-heavy sections, research findings, analytical arguments", "canonId": "019dd956-66f4-7668-ab25-cec9c996c0bc", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "description": "Establish a tension, present data, then deliver the insight that changes everything", "familyLabel": null }, "matchId": "66ef1fd9-09b6-4e73-bca2-2e542ad20b7f", "evidence": "Review of Projections, Preliminary Valuation Considerations", "position": 1, "objective": "Reveal key findings from Review of Projections and Preliminary Valuation Considerations", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:05:28.182245+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 11, "type": "analysis", "title": "Includes CAGR columns for '11-'13 and '13-'18. Contains specific footnotes regarding 2014E adjustments.", "function": "analyze_data", "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": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 52, "componentCount": 5, "textChars": 668, "nDataPoints": 180, "notes": "Includes CAGR columns for '11-'13 and '13-'18. Contains specific footnotes regarding 2014E adjustments.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:17.205+00", "seconds": 8.746, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/11", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-11", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.85, "x": 0.08, "y": 0.84 }, "kind": "disclaimer", "text": "(1) FY2014E estimates adjusted to reflect actual results through May as well as preliminary June results as of August 1, 2014. Capital Expenditures per Pioneer Base Case as of April 9, 2014. FY2014 Reported EBITDA excludes ~$5 million adjustment related to Loss on Sale and Other Expenses, M&A expenses, Tres Amigos reserves, California Job Losses and Severance.", "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 14:26:17.205+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "13c4006c-b993-4232-98c5-2160aee8ab5a", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.85, "x": 0.08, "y": 0.81 }, "kind": "source-note", "text": "Source: Pioneer Base Case as of April 9, 2014, with 2014E figures updated as of August 1, 2014 as explained in footnote (1).", "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 14:26:17.205+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9cfb796b-3ccc-4ac5-af7c-24d3131ac3f2", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.85, "x": 0.08, "y": 0.18 }, "kind": "table", "text": "Financial projections table including Revenue, Gross Profit, EBITDA, EPS, D&A, CapEx, and Acquisitions for 2009-2018.", "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 14:26:17.205+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "45f4219d-64ab-4494-a00c-00438d58bf88", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.35, "x": 0.08, "y": 0.09 }, "kind": "title", "text": "Review of Projections", "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 14:26:17.205+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "51050bd2-c0d3-4ab6-96fc-dedf781dfcad", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.08, "y": 0.13 }, "kind": "title", "text": "Summary of Financial Projections – Base Case", "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 14:26:17.205+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c3716414-20bd-40ae-a76d-320411d4f98e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 24, "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": 10, "name": "Evidence & Proof", "beatId": "67bc41ce-7c12-4c8e-8d67-aa34bbb8adf2", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "Review of Projections, Preliminary Valuation Considerations", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 24, "from": 10, "loop": { "name": "03_aha_moment", "slug": "03-aha-moment", "status": "active", "bestFor": "Data-heavy sections, research findings, analytical arguments", "canonId": "019dd956-66f4-7668-ab25-cec9c996c0bc", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "description": "Establish a tension, present data, then deliver the insight that changes everything", "familyLabel": null }, "matchId": "66ef1fd9-09b6-4e73-bca2-2e542ad20b7f", "evidence": "Review of Projections, Preliminary Valuation Considerations", "position": 1, "objective": "Reveal key findings from Review of Projections and Preliminary Valuation Considerations", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:05:28.182245+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 12, "type": "analysis", "title": "The table highlights differences in revenue streams and EBITDA across various management and market-based forecast scenarios.", "function": "analyze_data", "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": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 47, "componentCount": 5, "textChars": 532, "nDataPoints": 80, "notes": "The table highlights differences in revenue streams and EBITDA across various management and market-based forecast scenarios.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:12.23+00", "seconds": 3.71, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/12", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-12", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.638, "x": 0.097, "y": 0.833 }, "kind": "source-note", "text": "(1) FY2014 Reported EBITDA excludes $53 million adjustment related to Loss on Sale and Other Expenses, M&A expenses, Tres Amigas reserves, California Job Losses and Severance.", "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 14:26:12.23+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2dbf0cef-fbbe-498f-ae77-9627c8cfeeed", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.53, "x": 0.097, "y": 0.81 }, "kind": "source-note", "text": "Source: Pioneer Management and FactSet as of July 11, 2014. 2014E figures updated to reflect latest management estimates as of August 1, 2014.", "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 14:26:12.23+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f310b007-0d4e-4cbc-953f-0d4930f0de7f", "parentComponentId": null }, { "bbox": { "h": 0.565, "w": 0.775, "x": 0.113, "y": 0.215 }, "kind": "table", "text": "Financial projection table comparing Pioneer Aug-13 Management Case, Pioneer Base Case, Pioneer Sensitivity Case, and Wall Street Consensus across 2013-2016E and CAGR.", "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 14:26:12.23+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9434cdce-8826-4b93-b46f-0ccbf12c42c5", "parentComponentId": null }, { "bbox": { "h": 0.031, "w": 0.358, "x": 0.088, "y": 0.095 }, "kind": "title", "text": "Review of Projections", "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 14:26:12.23+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3f6e97f1-86d8-4d1b-88d1-95aed8816320", "parentComponentId": null }, { "bbox": { "h": 0.022, "w": 0.348, "x": 0.088, "y": 0.126 }, "kind": "title", "text": "Pioneer Forecast Comparison", "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 14:26:12.23+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1506be13-c969-459d-b0be-cac50daffd97", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 24, "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": 10, "name": "Evidence & Proof", "beatId": "67bc41ce-7c12-4c8e-8d67-aa34bbb8adf2", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "Review of Projections, Preliminary Valuation Considerations", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 24, "from": 10, "loop": { "name": "03_aha_moment", "slug": "03-aha-moment", "status": "active", "bestFor": "Data-heavy sections, research findings, analytical arguments", "canonId": "019dd956-66f4-7668-ab25-cec9c996c0bc", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "description": "Establish a tension, present data, then deliver the insight that changes everything", "familyLabel": null }, "matchId": "66ef1fd9-09b6-4e73-bca2-2e542ad20b7f", "evidence": "Review of Projections, Preliminary Valuation Considerations", "position": 1, "objective": "Reveal key findings from Review of Projections and Preliminary Valuation Considerations", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:05:28.182245+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 13, "type": "analysis", "title": "The table includes variance calculations for each metric across five years.", "function": "analyze_data", "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": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 32, "componentCount": 5, "textChars": 178, "nDataPoints": 150, "notes": "The table includes variance calculations for each metric across five years.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:13.841+00", "seconds": 5.294, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/13", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-13", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.25, "x": 0.08, "y": 0.17 }, "kind": "paragraph", "text": "($ in Millions, Except per Share)", "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 14:26:13.841+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2b8c35b2-7d11-408e-9c87-376c0bc99cb4", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.15, "x": 0.08, "y": 0.87 }, "kind": "source-note", "text": "Source: Pioneer Management.", "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 14:26:13.841+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bd72812c-8273-4f95-a411-2b55ed01cee7", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.84, "x": 0.08, "y": 0.21 }, "kind": "table", "text": "Financial performance table comparing actuals to budget across 5 years", "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 14:26:13.841+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "98c9f251-fbc5-4d2a-91f7-f96e14971bc7", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.35, "x": 0.08, "y": 0.09 }, "kind": "title", "text": "Review of Projections", "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 14:26:13.841+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ff9792f6-a530-40f3-b348-8296d3fd868f", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.25, "x": 0.08, "y": 0.13 }, "kind": "title", "text": "Actual vs. Budgeted Results", "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 14:26:13.841+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "69deb9bd-cd34-4643-9191-f2ed715d61a0", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 24, "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": 10, "name": "Evidence & Proof", "beatId": "67bc41ce-7c12-4c8e-8d67-aa34bbb8adf2", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "Review of Projections, Preliminary Valuation Considerations", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 24, "from": 10, "loop": { "name": "03_aha_moment", "slug": "03-aha-moment", "status": "active", "bestFor": "Data-heavy sections, research findings, analytical arguments", "canonId": "019dd956-66f4-7668-ab25-cec9c996c0bc", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "description": "Establish a tension, present data, then deliver the insight that changes everything", "familyLabel": null }, "matchId": "66ef1fd9-09b6-4e73-bca2-2e542ad20b7f", "evidence": "Review of Projections, Preliminary Valuation Considerations", "position": 1, "objective": "Reveal key findings from Review of Projections and Preliminary Valuation Considerations", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:05:28.182245+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 14, "type": "analysis", "title": "Includes detailed breakdown of revenue, gross profit, SG&A, operating income, EBITDA, and net income.", "function": "analyze_data", "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": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 39, "componentCount": 4, "textChars": 489, "nDataPoints": 120, "notes": "Includes detailed breakdown of revenue, gross profit, SG&A, operating income, EBITDA, and net income.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:14.289+00", "seconds": 5.532, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/14", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-14", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.75, "x": 0.08, "y": 0.81 }, "kind": "source-note", "text": "Source: Pioneer Base Case as of April 9, 2014 and Wall Street Research. Management 2014E figures updated to reflect management forecast as of August 1, 2014. FY2014 Reported EBITDA excludes $5 million adjustment related to Loss on Sale and Other Expenses, M&A expenses, Tres Amigos reserves, California Job Losses and Severance.", "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 14:26:14.289+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "730368df-b509-4283-ba04-db0cd5ac9501", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.85, "x": 0.08, "y": 0.25 }, "kind": "table", "text": "Financial data table comparing Q1-Q3 actuals with Q4E and 2014E management vs street estimates.", "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 14:26:14.289+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "714b16b9-7875-4b2b-b17c-875be0897699", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.35, "x": 0.08, "y": 0.09 }, "kind": "title", "text": "Review of Projections", "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 14:26:14.289+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "68a55e9a-8e6f-4e7e-a3d5-1e6f2ca39f06", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.45, "x": 0.08, "y": 0.13 }, "kind": "title", "text": "Pioneer Base Case vs. Wall Street Projections", "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 14:26:14.289+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f92cc4c9-1dcf-474b-9d30-c016233c6108", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 24, "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": 10, "name": "Evidence & Proof", "beatId": "67bc41ce-7c12-4c8e-8d67-aa34bbb8adf2", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "Review of Projections, Preliminary Valuation Considerations", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 24, "from": 10, "loop": { "name": "03_aha_moment", "slug": "03-aha-moment", "status": "active", "bestFor": "Data-heavy sections, research findings, analytical arguments", "canonId": "019dd956-66f4-7668-ab25-cec9c996c0bc", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "description": "Establish a tension, present data, then deliver the insight that changes everything", "familyLabel": null }, "matchId": "66ef1fd9-09b6-4e73-bca2-2e542ad20b7f", "evidence": "Review of Projections, Preliminary Valuation Considerations", "position": 1, "objective": "Reveal key findings from Review of Projections and Preliminary Valuation Considerations", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:05:28.182245+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 15, "type": "analysis", "title": "The slide includes specific footnotes regarding the source of the data and adjustments made to the 2014 figures.", "function": "analyze_data", "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": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 59, "componentCount": 6, "textChars": 671, "nDataPoints": 64, "notes": "The slide includes specific footnotes regarding the source of the data and adjustments made to the 2014 figures.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:15.148+00", "seconds": 6.369, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/15", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-15", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.8, "x": 0.09, "y": 0.79 }, "kind": "disclaimer", "text": "(1) Based on 2014E figures updated to reflect actual results through May as well as preliminary June results as of August 1, 2014. FY2014 Reported EBITDA excludes $55 million adjustment related to Loss on Sale and Other Expenses, M&A expenses, Tres Amigos reserves, California Job Losses and Severance.", "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 14:26:15.148+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ab1ad334-34b1-421a-9107-503ba1d5432a", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.3, "x": 0.09, "y": 0.82 }, "kind": "disclaimer", "text": "(2) Pioneer Base Case as of April 9, 2014.", "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 14:26:15.148+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fe8e8b50-3307-45a5-b214-5b75f7d3a3fe", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.6, "x": 0.09, "y": 0.76 }, "kind": "source-note", "text": "Source: Pioneer Base Case as of April 9, 2014 (with 2014E figures updated as of August 1, 2014 as explained in footnote(1)) and Wall Street Research.", "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 14:26:15.148+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "340d45c9-850f-48fb-aac4-b0736fa6aa0f", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.82, "x": 0.09, "y": 0.245 }, "kind": "table", "text": "Table comparing Wall Street Consensus, Management Estimates, and individual analyst forecasts for EBITDA and EPS.", "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 14:26:15.148+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2117b2b6-8274-4a9b-91a3-a0d86bcfdb76", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.35, "x": 0.09, "y": 0.09 }, "kind": "title", "text": "Review of Projections", "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 14:26:15.148+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "79253d82-69f6-4ed2-bc3e-518f25f7bc64", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.45, "x": 0.09, "y": 0.12 }, "kind": "title", "text": "2014 Analyst Estimates by Quarter vs. Budget", "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 14:26:15.148+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b5088305-a0c1-4987-8ade-55c0e68dae14", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 24, "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": 10, "name": "Evidence & Proof", "beatId": "67bc41ce-7c12-4c8e-8d67-aa34bbb8adf2", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "Review of Projections, Preliminary Valuation Considerations", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 24, "from": 10, "loop": { "name": "03_aha_moment", "slug": "03-aha-moment", "status": "active", "bestFor": "Data-heavy sections, research findings, analytical arguments", "canonId": "019dd956-66f4-7668-ab25-cec9c996c0bc", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "description": "Establish a tension, present data, then deliver the insight that changes everything", "familyLabel": null }, "matchId": "66ef1fd9-09b6-4e73-bca2-2e542ad20b7f", "evidence": "Review of Projections, Preliminary Valuation Considerations", "position": 1, "objective": "Reveal key findings from Review of Projections and Preliminary Valuation Considerations", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:05:28.182245+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 16, "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": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:10.678+00", "seconds": 1.817, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/16", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-16", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.25, "x": 0.095, "y": 0.815 }, "kind": "image", "text": "Bank of America Merrill Lynch", "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 14:26:10.678+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cd556616-e82c-44da-8dba-32b75e49f507", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.81, "x": 0.095, "y": 0.235 }, "kind": "title", "text": "Preliminary Valuation Considerations", "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 14:26:10.678+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "52b8b761-9059-40f7-8900-3b18e0776625", "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": "52b330f0-88ce-4888-9b62-46b90eebd550", "evidence": "This slide has a title/headline and no other content, which is typical of a section divider.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 03:30:04.454201+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 24, "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": 10, "name": "Evidence & Proof", "beatId": "67bc41ce-7c12-4c8e-8d67-aa34bbb8adf2", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "Review of Projections, Preliminary Valuation Considerations", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 24, "from": 10, "loop": { "name": "03_aha_moment", "slug": "03-aha-moment", "status": "active", "bestFor": "Data-heavy sections, research findings, analytical arguments", "canonId": "019dd956-66f4-7668-ab25-cec9c996c0bc", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "description": "Establish a tension, present data, then deliver the insight that changes everything", "familyLabel": null }, "matchId": "66ef1fd9-09b6-4e73-bca2-2e542ad20b7f", "evidence": "Review of Projections, Preliminary Valuation Considerations", "position": 1, "objective": "Reveal key findings from Review of Projections and Preliminary Valuation Considerations", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:05:28.182245+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 17, "type": "setup", "title": "The slide uses a two-column layout (Change vs Commentary) grouped by category (Pioneer Forecast, Valuation).", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "sparse", "densityScore": 22, "componentCount": 3, "textChars": 269, "nDataPoints": 14, "notes": "The slide uses a two-column layout (Change vs Commentary) grouped by category (Pioneer Forecast, Valuation).", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:11.744+00", "seconds": 2.586, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/17", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-17", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.45, "x": 0.08, "y": 0.86 }, "kind": "source-note", "text": "Source: Pioneer Base Case as of April 9, 2014. 2014E figures updated to reflect revised management estimates as of August 1 2014.", "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 14:26:11.744+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7e905bb2-bb87-443d-829d-0de13e983dc3", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.82, "x": 0.09, "y": 0.21 }, "kind": "table", "text": "Table comparing Pioneer Forecast and Valuation changes with commentary.", "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 14:26:11.744+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6f2656c4-de2c-47f4-b817-b30cc4508689", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.07, "y": 0.09 }, "kind": "title", "text": "Summary of Changes Compared to July 14 th Special Committee Materials", "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 14:26:11.744+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1f39f79f-1731-4e1a-8940-80b50e87287f", "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": "02bce2cf-87b7-494b-a068-6ccab11c1685", "evidence": "Table comparing Pioneer Forecast and Valuation changes with commentary.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:30:04.136474+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 24, "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": 10, "name": "Evidence & Proof", "beatId": "67bc41ce-7c12-4c8e-8d67-aa34bbb8adf2", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "Review of Projections, Preliminary Valuation Considerations", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 24, "from": 10, "loop": { "name": "03_aha_moment", "slug": "03-aha-moment", "status": "active", "bestFor": "Data-heavy sections, research findings, analytical arguments", "canonId": "019dd956-66f4-7668-ab25-cec9c996c0bc", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "description": "Establish a tension, present data, then deliver the insight that changes everything", "familyLabel": null }, "matchId": "66ef1fd9-09b6-4e73-bca2-2e542ad20b7f", "evidence": "Review of Projections, Preliminary Valuation Considerations", "position": 1, "objective": "Reveal key findings from Review of Projections and Preliminary Valuation Considerations", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:05:28.182245+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 18, "type": "analysis", "title": "Includes Bank of America Merrill Lynch branding; waterfall chart shows valuation ranges.", "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": 53, "componentCount": 6, "textChars": 514, "nDataPoints": 24, "notes": "Includes Bank of America Merrill Lynch branding; waterfall chart shows valuation ranges.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:12.123+00", "seconds": 2.826, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/18", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-18", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.85, "x": 0.07, "y": 0.2 }, "kind": "chart", "text": "Valuation waterfall chart showing ranges for 52-week, analyst targets, public comps, DCF, precedent transactions, and LBO analysis.", "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 14:26:12.123+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6c7f6b58-7160-42eb-8b89-5c6920ee969c", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.85, "x": 0.07, "y": 0.82 }, "kind": "disclaimer", "text": "Source: Public filings, Pioneer Base Case and Pioneer Sensitivity Case as of April 9, 2014, and FactSet as of August 1, 2014. 2014E figures updated to reflect revised management estimates as of August 1, 2014.", "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 14:26:12.123+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2d96523c-c317-4feb-95a8-19e9e547589a", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.18, "x": 0.75, "y": 0.09 }, "kind": "image", "text": "Bank of America Merrill Lynch 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 14:26:12.123+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ffe0164d-55a2-429b-934d-60a9878fa2a0", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.85, "x": 0.07, "y": 0.65 }, "kind": "table", "text": "Table of valuation inputs and ranges corresponding to the waterfall chart columns.", "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 14:26:12.123+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "14616a2d-ee0a-47a8-acf6-9e46a0eb6928", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.45, "x": 0.07, "y": 0.09 }, "kind": "title", "text": "Preliminary Valuation Considerations", "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 14:26:12.123+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c11d0544-7b8a-410a-a241-64d8e6b04e83", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.07, "y": 0.13 }, "kind": "title", "text": "Equity Value Per Share", "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 14:26:12.123+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d93b6060-a758-44fe-94b6-13c00103de6b", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Valuation: DCF", "slug": "dcf", "status": "active", "bestFor": null, "canonId": "019df269-2031-7273-9014-0c70beb91e11", "version": 1, "bodyDocId": "019df269-200e-76ea-8883-6ee35d39c836", "description": "You project free cash flows over an explicit forecast period (typically", "familyLabel": "valuation-move", "categoryName": "Analysis", "categorySlug": "analysis" }, "agent": "architect", "layer": "slide", "agents": [ "architect" ], "matchId": "91de5463-3dbe-444e-b468-1a0eadf2edcb", "evidence": "Valuation waterfall chart showing ranges for DCF.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:30:04.343714+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Valuation: LBO math", "slug": "lbo-math", "status": "active", "bestFor": null, "canonId": "019df269-212c-732d-a38c-b9513acf723c", "version": 1, "bodyDocId": "019df269-2109-77fd-9ee6-fbbecf40d439", "description": "You model the target as if a private equity buyer were acquiring it,", "familyLabel": "valuation-move", "categoryName": "Analysis", "categorySlug": "analysis" }, "agent": "architect", "layer": "slide", "agents": [ "architect" ], "matchId": "d4e0c8c9-89a9-4071-85cc-4acbe86ffc41", "evidence": "Valuation waterfall chart showing ranges for LBO analysis.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:30:04.450181+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Valuation: Precedent transactions", "slug": "precedent-transactions", "status": "active", "bestFor": null, "canonId": "019df269-22b0-70fc-b5b7-8d6ee69c15dd", "version": 1, "bodyDocId": "019df22a-9e2b-7165-a5f9-f94a9758ce38", "description": "You apply multiples derived from comparable historical M&A transactions", "familyLabel": "valuation-move", "categoryName": "Analysis", "categorySlug": "analysis" }, "agent": "architect", "layer": "slide", "agents": [ "architect" ], "matchId": "a6796ecc-1846-43fc-a8fe-9f621cd95bf4", "evidence": "Valuation waterfall chart showing ranges for precedent transactions.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:30:04.393991+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "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": "9d57522b-6e44-45a5-a122-284139d5d063", "evidence": "Valuation waterfall chart showing ranges for 52-week, analyst targets, public comps, DCF, precedent transactions, and LBO analysis.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:30:04.291908+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "87bddd0c-912f-4a2a-a15d-600493520197", "evidence": "Visual representation of valuation ranges building up to a total value", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 14:26:12.123+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "frameworkName": "waterfall-chart" } ], "arcBeats": [ { "to": 24, "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": 10, "name": "Evidence & Proof", "beatId": "67bc41ce-7c12-4c8e-8d67-aa34bbb8adf2", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "Review of Projections, Preliminary Valuation Considerations", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 24, "from": 10, "loop": { "name": "03_aha_moment", "slug": "03-aha-moment", "status": "active", "bestFor": "Data-heavy sections, research findings, analytical arguments", "canonId": "019dd956-66f4-7668-ab25-cec9c996c0bc", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "description": "Establish a tension, present data, then deliver the insight that changes everything", "familyLabel": null }, "matchId": "66ef1fd9-09b6-4e73-bca2-2e542ad20b7f", "evidence": "Review of Projections, Preliminary Valuation Considerations", "position": 1, "objective": "Reveal key findings from Review of Projections and Preliminary Valuation Considerations", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:05:28.182245+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 19, "type": "analysis", "title": "The table lists seven brokers with their respective ratings and price targets, concluding with a mean price target of $11.80.", "function": "compare_peers", "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": "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": 4, "textChars": 564, "nDataPoints": 15, "notes": "The table lists seven brokers with their respective ratings and price targets, concluding with a mean price target of $11.80.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:12.832+00", "seconds": 3.486, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/19", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-19", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.011, "w": 0.173, "x": 0.076, "y": 0.862 }, "kind": "source-note", "text": "Source: Wall Street research.", "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 14:26:12.832+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0b149a1d-5aa5-41a1-9ecd-6e63a4af8b82", "parentComponentId": null }, { "bbox": { "h": 0.415, "w": 0.828, "x": 0.086, "y": 0.298 }, "kind": "table", "text": "Broker, Date, Recommendation, Price Target, Price Target Methodology. FBR & Co., 5/7/2014, Buy, $13.00, 8.5x CY2014 EV / EBITDA. Janney Montgomery Scott, 5/7/2014, Buy, 13.00, 8.2x FY2015 EV / EBITDA. BB&T, 5/7/2014, Buy, 12.00, 7.2x CY2015 EV / EBITDA. Jefferies, 5/6/2014, Hold, 10.00, 6.5x CY2015 EV / EBITDA. Avondale Partners, 5/6/2014, Hold, 11.00, 7.0x FY2015 EV / EBITDA. Stifel Nicolaus, 5/7/2014, Hold, --, --. KeyBanc, 5/7/2014, Hold, --, --. Mean, $11.80", "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 14:26:12.832+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ca393194-1569-46f6-ac12-b2fa5ccb30b2", "parentComponentId": null }, { "bbox": { "h": 0.032, "w": 0.554, "x": 0.076, "y": 0.102 }, "kind": "title", "text": "Preliminary Valuation Considerations", "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 14:26:12.832+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ec8d6818-b563-46fe-8143-dd99a2154042", "parentComponentId": null }, { "bbox": { "h": 0.022, "w": 0.385, "x": 0.076, "y": 0.134 }, "kind": "title", "text": "Wall Street Research Perspectives", "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 14:26:12.832+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8fbf537e-88ca-4b13-8dac-798cda0b1369", "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": "bad70b6f-b2f4-4784-806f-9c5c83b46071", "evidence": "Table of valuation inputs and ranges corresponding to the waterfall chart columns.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:30:04.542266+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 24, "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": 10, "name": "Evidence & Proof", "beatId": "67bc41ce-7c12-4c8e-8d67-aa34bbb8adf2", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "Review of Projections, Preliminary Valuation Considerations", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 24, "from": 10, "loop": { "name": "03_aha_moment", "slug": "03-aha-moment", "status": "active", "bestFor": "Data-heavy sections, research findings, analytical arguments", "canonId": "019dd956-66f4-7668-ab25-cec9c996c0bc", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "description": "Establish a tension, present data, then deliver the insight that changes everything", "familyLabel": null }, "matchId": "66ef1fd9-09b6-4e73-bca2-2e542ad20b7f", "evidence": "Review of Projections, Preliminary Valuation Considerations", "position": 1, "objective": "Reveal key findings from Review of Projections and Preliminary Valuation Considerations", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:05:28.182245+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 20, "type": "analysis", "title": "Includes a red dashed box highlighting the Mean and Median columns.", "function": "compare_peers", "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": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 30, "componentCount": 4, "textChars": 280, "nDataPoints": 100, "notes": "Includes a red dashed box highlighting the Mean and Median columns.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:15.518+00", "seconds": 6.152, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/20", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-20", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.5, "x": 0.07, "y": 0.8 }, "kind": "source-note", "text": "Source: Company filings and FactSet as of August 1, 2014. Note: Dollar amounts in U.S. millions except per share amounts.", "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 14:26:15.518+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1899a8e3-256d-42f3-af95-0e9dac447962", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.85, "x": 0.07, "y": 0.2 }, "kind": "table", "text": "Table comparing financial metrics across 8 companies including Pioneer, MYR, and others.", "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 14:26:15.518+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eeef6298-35f1-4428-b610-2d7fe27c8232", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.07, "y": 0.1 }, "kind": "title", "text": "Preliminary Valuation Considerations", "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 14:26:15.518+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9b7ea6a8-6cb6-4543-9df5-b0ae111e4655", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.07, "y": 0.13 }, "kind": "title", "text": "Selected Publicly Trading Companies", "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 14:26:15.518+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "de65ceae-b701-47ca-8e4b-736dd6c9dd9a", "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": "87c3f6df-2e72-4f38-96ac-07255271a414", "evidence": "Table comparing financial metrics across 8 companies including Pioneer, MYR, and others.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:30:04.653783+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 24, "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": 10, "name": "Evidence & Proof", "beatId": "67bc41ce-7c12-4c8e-8d67-aa34bbb8adf2", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "Review of Projections, Preliminary Valuation Considerations", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 24, "from": 10, "loop": { "name": "03_aha_moment", "slug": "03-aha-moment", "status": "active", "bestFor": "Data-heavy sections, research findings, analytical arguments", "canonId": "019dd956-66f4-7668-ab25-cec9c996c0bc", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "description": "Establish a tension, present data, then deliver the insight that changes everything", "familyLabel": null }, "matchId": "66ef1fd9-09b6-4e73-bca2-2e542ad20b7f", "evidence": "Review of Projections, Preliminary Valuation Considerations", "position": 1, "objective": "Reveal key findings from Review of Projections and Preliminary Valuation Considerations", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:05:28.182245+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 21, "type": "evidence", "title": "The table includes columns for Announced Date, Close Date, Target, Acquiror, Transaction Value, and EV/EBITDA (LTM and NTM).", "function": "cite_precedent", "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": "cite_precedent", "functionCanon": { "name": "Cite precedent", "slug": "cite_precedent", "status": "active", "canonId": "019de52d-142b-714b-86d4-58aad7b568ec", "version": 1, "description": null }, "density": "balanced", "densityScore": 37, "componentCount": 5, "textChars": 317, "nDataPoints": 48, "notes": "The table includes columns for Announced Date, Close Date, Target, Acquiror, Transaction Value, and EV/EBITDA (LTM and NTM).", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:12.373+00", "seconds": 2.977, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/21", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-21", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.13, "x": 0.79, "y": 0.09 }, "kind": "image", "text": "Bank of America Merrill Lynch 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 14:26:12.373+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bd863577-3ba4-4155-98dd-3be9ec0b634e", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.08, "y": 0.85 }, "kind": "source-note", "text": "Source: Publicly available information. Note: Dollar amounts in U.S. millions.", "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 14:26:12.373+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0942a30c-cbe4-485d-afbf-324e92dff3d3", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.84, "x": 0.08, "y": 0.28 }, "kind": "table", "text": "Table of precedent transactions with columns: Announced, Close Date, Target, Acquiror, Transaction Value, EV/EBITDA (LTM, NTM)", "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 14:26:12.373+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1189b517-80cc-4fa3-aee9-dce9768b8bfe", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.07, "y": 0.09 }, "kind": "title", "text": "Preliminary Valuation Considerations", "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 14:26:12.373+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a90d60eb-8dbb-4bac-a4ab-33b3b199fab6", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.35, "x": 0.07, "y": 0.13 }, "kind": "title", "text": "Selected Precedent Transactions in Services", "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 14:26:12.373+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aa8b926f-f9b0-4902-bbdc-b84e74d7ea57", "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": "d7a87eca-6cb2-416f-9447-79b64111dcfe", "evidence": "Table of precedent transactions with columns: Announced, Close Date, Target, Acquiror, Transaction Value, EV/EBITDA (LTM, NTM)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:30:04.767084+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 24, "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": 10, "name": "Evidence & Proof", "beatId": "67bc41ce-7c12-4c8e-8d67-aa34bbb8adf2", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "Review of Projections, Preliminary Valuation Considerations", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 24, "from": 10, "loop": { "name": "03_aha_moment", "slug": "03-aha-moment", "status": "active", "bestFor": "Data-heavy sections, research findings, analytical arguments", "canonId": "019dd956-66f4-7668-ab25-cec9c996c0bc", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "description": "Establish a tension, present data, then deliver the insight that changes everything", "familyLabel": null }, "matchId": "66ef1fd9-09b6-4e73-bca2-2e542ad20b7f", "evidence": "Review of Projections, Preliminary Valuation Considerations", "position": 1, "objective": "Reveal key findings from Review of Projections and Preliminary Valuation Considerations", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:05:28.182245+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 22, "type": "evidence", "title": "Includes summary statistics (Mean, Median) at the bottom right of the table.", "function": "cite_precedent", "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": "cite_precedent", "functionCanon": { "name": "Cite precedent", "slug": "cite_precedent", "status": "active", "canonId": "019de52d-142b-714b-86d4-58aad7b568ec", "version": 1, "description": null }, "density": "balanced", "densityScore": 44, "componentCount": 5, "textChars": 446, "nDataPoints": 120, "notes": "Includes summary statistics (Mean, Median) at the bottom right of the table.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:12.251+00", "seconds": 2.791, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/22", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-22", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.86, "x": 0.07, "y": 0.89 }, "kind": "disclaimer", "text": "Footnotes (1) through (5) detailing specific transaction adjustments and financial reporting bases.", "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 14:26:12.251+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c04c0b3e-fc04-4a41-8cfe-4330685a7fbf", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.125, "x": 0.795, "y": 0.095 }, "kind": "image", "text": "Bank of America Merrill Lynch 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 14:26:12.251+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c9171d49-e70c-4f3d-a432-0aef2ee0572f", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.07, "y": 0.86 }, "kind": "source-note", "text": "Source: CapitalIQ and Company filings. Note: US Dollars in millions.", "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 14:26:12.251+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "09538e8a-67d8-467b-8f95-560da0fdc679", "parentComponentId": null }, { "bbox": { "h": 0.62, "w": 0.86, "x": 0.07, "y": 0.24 }, "kind": "table", "text": "Table of precedent transactions with columns: Date, Acquirer, Target, Target Description, Transaction Value, Revenue, TV/LTM Revenue, TV/LTM EBITDA", "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 14:26:12.251+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4ff1d517-89ca-482c-9f5c-2998a11bc1ce", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.65, "x": 0.07, "y": 0.09 }, "kind": "title", "text": "Preliminary Valuation Considerations Selected Precedent Transactions in Engineering & Construction", "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 14:26:12.251+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "118140d0-2e67-4a8c-adf4-6ccf36e4b162", "parentComponentId": null } ], "metrics": [], "tools": [ { "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": "59cb9e5a-02e5-4583-a422-5e42b5a4d462", "evidence": "Table of precedent transactions with columns: Date, Acquirer, Target, Target Description, Transaction Value, Revenue, TV/LTM Revenue, TV/LTM EBITDA", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:21:48.930626+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 24, "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": 10, "name": "Evidence & Proof", "beatId": "67bc41ce-7c12-4c8e-8d67-aa34bbb8adf2", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "Review of Projections, Preliminary Valuation Considerations", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 24, "from": 10, "loop": { "name": "03_aha_moment", "slug": "03-aha-moment", "status": "active", "bestFor": "Data-heavy sections, research findings, analytical arguments", "canonId": "019dd956-66f4-7668-ab25-cec9c996c0bc", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "description": "Establish a tension, present data, then deliver the insight that changes everything", "familyLabel": null }, "matchId": "66ef1fd9-09b6-4e73-bca2-2e542ad20b7f", "evidence": "Review of Projections, Preliminary Valuation Considerations", "position": 1, "objective": "Reveal key findings from Review of Projections and Preliminary Valuation Considerations", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:05:28.182245+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 23, "type": "analysis", "title": "Includes sensitivity tables for discount rates and perpetual growth rates.", "function": "analyze_data", "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": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 50, "componentCount": 5, "textChars": 606, "nDataPoints": 100, "notes": "Includes sensitivity tables for discount rates and perpetual growth rates.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:12.617+00", "seconds": 2.918, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/23", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-23", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.75, "x": 0.08, "y": 0.82 }, "kind": "disclaimer", "text": "Source: Pioneer Base Case as of April 9, 2014. 2014E figures updated to reflect revised management forecast as of August 1, 2014. Note: Dollars in millions. Assumes valuation as of June 30, 2014, mid-year discounting methodology, 40% tax rate and net debt as of June 30, 2014 per revised management estimates as of July 29, 2014.", "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 14:26:12.617+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "35f6b8a2-9450-4514-aaf6-3788fdb6efd8", "parentComponentId": null }, { "bbox": { "h": 0.32, "w": 0.64, "x": 0.18, "y": 0.22 }, "kind": "table", "text": "Pioneer Base Case - Perpetuity Growth Rate Method financial projections 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 14:26:12.617+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ac94d3e-6dac-4aa7-b989-bf5699ffe39f", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.66, "x": 0.16, "y": 0.56 }, "kind": "table", "text": "Sensitivity analysis tables for PV of Terminal Value, Enterprise Value, Equity Value per Share, and Implied EBITDA Multiple", "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 14:26:12.617+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4f6bf897-6e64-4e42-b741-0f9b13506cdd", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.45, "x": 0.07, "y": 0.09 }, "kind": "title", "text": "Preliminary Valuation Considerations", "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 14:26:12.617+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bea74f49-1544-4c1c-9763-bd76f2d731bc", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.35, "x": 0.07, "y": 0.13 }, "kind": "title", "text": "Preliminary Discounted Cash Flow Analysis", "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 14:26:12.617+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "93fca80b-fb55-4b81-a7ed-9f610de2701b", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Valuation: DCF", "slug": "dcf", "status": "active", "bestFor": null, "canonId": "019df269-2031-7273-9014-0c70beb91e11", "version": 1, "bodyDocId": "019df269-200e-76ea-8883-6ee35d39c836", "description": "You project free cash flows over an explicit forecast period (typically", "familyLabel": "valuation-move", "categoryName": "Analysis", "categorySlug": "analysis" }, "agent": "architect", "layer": "slide", "agents": [ "architect" ], "matchId": "0e79663a-9966-48ec-9769-b3b7d73edb5f", "evidence": "Preliminary Discounted Cash Flow Analysis", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 23:21:15.891509+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "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": "cd5e3b6f-7eff-4677-83e8-fb43b8161932", "evidence": "Sensitivity analysis tables for PV of Terminal Value, Enterprise Value, Equity Value per Share, and Implied EBITDA Multiple", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:21:15.926775+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "b8a41b12-c5fa-41e7-a0d3-ac613eac83ec", "evidence": "The slide explicitly performs a DCF analysis with perpetuity growth method.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 14:26:12.617+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "frameworkName": "Discounted Cash Flow (DCF)" } ], "arcBeats": [ { "to": 24, "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": 10, "name": "Evidence & Proof", "beatId": "67bc41ce-7c12-4c8e-8d67-aa34bbb8adf2", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "Review of Projections, Preliminary Valuation Considerations", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 24, "from": 10, "loop": { "name": "03_aha_moment", "slug": "03-aha-moment", "status": "active", "bestFor": "Data-heavy sections, research findings, analytical arguments", "canonId": "019dd956-66f4-7668-ab25-cec9c996c0bc", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "description": "Establish a tension, present data, then deliver the insight that changes everything", "familyLabel": null }, "matchId": "66ef1fd9-09b6-4e73-bca2-2e542ad20b7f", "evidence": "Review of Projections, Preliminary Valuation Considerations", "position": 1, "objective": "Reveal key findings from Review of Projections and Preliminary Valuation Considerations", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:05:28.182245+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 24, "type": "analysis", "title": "Includes detailed footnotes explaining the methodology for calculating levered/unlevered betas and WACC components.", "function": "analyze_data", "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": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 42, "componentCount": 6, "textChars": 244, "nDataPoints": 120, "notes": "Includes detailed footnotes explaining the methodology for calculating levered/unlevered betas and WACC components.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:12.858+00", "seconds": 3.118, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/24", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-24", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.8, "x": 0.07, "y": 0.77 }, "kind": "paragraph", "text": "Note: Dollars in millions. Source: Public company filings, Barra, and Ibbotson 2014.", "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 14:26:12.858+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "45ce82ce-95f0-47c7-bd07-86cf1c97bf40", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.5, "x": 0.07, "y": 0.25 }, "kind": "table", "text": "Barra Betas of Selected Companies 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 14:26:12.858+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "66487ffc-317d-49f8-afba-a07b94ce2cf6", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.3, "x": 0.62, "y": 0.25 }, "kind": "table", "text": "Calculating WACC 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 14:26:12.858+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d63de40f-9f8b-46d8-bdc4-c10aea69c41a", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.85, "x": 0.07, "y": 0.58 }, "kind": "table", "text": "WACC Sensitivity 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": "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 14:26:12.858+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "873b7f81-0b62-46f1-ba10-74a04b7d1194", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.07, "y": 0.09 }, "kind": "title", "text": "Preliminary Valuation Considerations", "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 14:26:12.858+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "824cd2ef-661f-471b-a706-1e1d30387aeb", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.07, "y": 0.13 }, "kind": "title", "text": "Weighted Average Cost of Capital Analysis", "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 14:26:12.858+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5006c423-9490-443e-8e33-83626cf90cc0", "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": "fd3e0304-e166-4dc2-839e-8e4bcc680bc6", "evidence": "Calculating WACC table", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-16 23:21:15.995538+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "ff183c86-53d1-49e9-8b48-c3ff6163bc0f", "evidence": "Table showing impact of varying inputs on WACC", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 14:26:12.858+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "frameworkName": "Sensitivity Analysis" }, { "matchId": "e3efee2c-b397-499c-a237-c2d24d358dbc", "evidence": "Standard corporate finance valuation methodology", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 14:26:12.858+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "frameworkName": "WACC Analysis" } ], "arcBeats": [ { "to": 24, "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": 10, "name": "Evidence & Proof", "beatId": "67bc41ce-7c12-4c8e-8d67-aa34bbb8adf2", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "Review of Projections, Preliminary Valuation Considerations", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 24, "from": 10, "loop": { "name": "03_aha_moment", "slug": "03-aha-moment", "status": "active", "bestFor": "Data-heavy sections, research findings, analytical arguments", "canonId": "019dd956-66f4-7668-ab25-cec9c996c0bc", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Problem/Question -> What the Data Shows -> The Insight", "description": "Establish a tension, present data, then deliver the insight that changes everything", "familyLabel": null }, "matchId": "66ef1fd9-09b6-4e73-bca2-2e542ad20b7f", "evidence": "Review of Projections, Preliminary Valuation Considerations", "position": 1, "objective": "Reveal key findings from Review of Projections and Preliminary Valuation Considerations", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:05:28.182245+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 25, "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": 51, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:13.303+00", "seconds": 3.478, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/25", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-25", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.045, "w": 0.16, "x": 0.084, "y": 0.825 }, "kind": "image", "text": "Bank of America Merrill Lynch", "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 14:26:13.303+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c3ad81eb-2e7f-4ac4-82d0-4d67c7a2470d", "parentComponentId": null }, { "bbox": { "h": 0.088, "w": 0.498, "x": 0.092, "y": 0.238 }, "kind": "title", "text": "Go-Shop Considerations", "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 14:26:13.303+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8df992ff-2962-4d3f-af1c-3bb55f6bca90", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 37, "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": 25, "name": "Impact & Next Steps", "beatId": "3d1f715c-5a01-4e50-a591-98a3403de70f", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "Go-Shop Considerations, Next Steps", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 37, "from": 25, "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": "41f02eca-439b-4491-96af-e4e2d81eaef6", "evidence": "Go-Shop Considerations: Proposed Go-Shop Process, Key Marketing and Diligence Materials / Activities", "position": 2, "objective": "Explain the importance of Go-Shop Considerations", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:05:28.224564+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 26, "type": "resolution", "title": "Includes a calendar visual with specific markers for announcement date and end of go-shop period.", "function": "plan_implementation", "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": "plan_implementation", "functionCanon": { "name": "Plan implementation", "slug": "plan_implementation", "status": "active", "canonId": "019de52d-14a2-77ea-b210-d6a95eed4823", "version": 1, "description": null }, "density": "dense", "densityScore": 52, "componentCount": 7, "textChars": 498, "nDataPoints": 0, "notes": "Includes a calendar visual with specific markers for announcement date and end of go-shop period.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:17.985+00", "seconds": 7.979, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/26", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-26", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.715, "w": 0.245, "x": 0.07, "y": 0.22 }, "kind": "chart", "text": "Calendar visualization for July, August, September", "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": "other", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:26:17.985+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d6ab0ba-a551-49f3-a61a-84e85ab71bd3", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.86, "x": 0.07, "y": 0.835 }, "kind": "disclaimer", "text": "Source: Draft merger agreement dated August 1, 2014. (1) A definitive agreement entered into with a buyer resulting from the go-shop process (and with any Excluded Party) is subject to the 2.5% termination fee. All other Company terminations are subject to the 4% termination fee.", "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 14:26:17.985+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f1ba0d91-3d72-4191-9eaf-29be08821acd", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.115, "x": 0.785, "y": 0.095 }, "kind": "image", "text": "Bank of America Merrill Lynch", "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 14:26:17.985+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c1d1095b-c00c-45a1-9447-ae00f708e96c", "parentComponentId": null }, { "bbox": { "h": 0.075, "w": 0.245, "x": 0.07, "y": 0.725 }, "kind": "legend", "text": "U.S. Holiday, Announcement Date, End of Illustrative Go-Shop Period", "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 14:26:17.985+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f56a56db-1e93-4a77-b738-c11f6b3c77c7", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.625, "x": 0.275, "y": 0.2 }, "kind": "table", "text": "Timeline of Go-Shop events", "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 14:26:17.985+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fafc7f92-78a3-45a6-8182-9b6aa4bd5fef", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.38, "x": 0.07, "y": 0.09 }, "kind": "title", "text": "Go-Shop Considerations", "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 14:26:17.985+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4893dc1f-a3bd-433a-9322-22c98f4b3472", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.25, "x": 0.07, "y": 0.13 }, "kind": "title", "text": "Proposed Go-Shop Process", "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 14:26:17.985+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8058f149-03b4-479d-8290-9aff3c928ff5", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "a6e2b523-32f0-4498-bdbe-997b9b5d928d", "evidence": "Visual representation of sequential events over a calendar period.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 14:26:17.985+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "frameworkName": "timeline" } ], "arcBeats": [ { "to": 37, "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": 25, "name": "Impact & Next Steps", "beatId": "3d1f715c-5a01-4e50-a591-98a3403de70f", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "Go-Shop Considerations, Next Steps", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 37, "from": 25, "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": "41f02eca-439b-4491-96af-e4e2d81eaef6", "evidence": "Go-Shop Considerations: Proposed Go-Shop Process, Key Marketing and Diligence Materials / Activities", "position": 2, "objective": "Explain the importance of Go-Shop Considerations", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:05:28.224564+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 27, "type": "setup", "title": "The slide uses a vertical grouping structure to distinguish between pre-NDA and post-NDA activities.", "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": "overcrowded", "densityScore": 81, "componentCount": 10, "textChars": 1098, "nDataPoints": 0, "notes": "The slide uses a vertical grouping structure to distinguish between pre-NDA and post-NDA activities.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:18.426+00", "seconds": 8.346, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/27", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-27", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.82, "x": 0.085, "y": 0.185 }, "kind": "framework", "text": "Categorization of activities by NDA status", "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 14:26:18.426+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ce0910d1-165a-443f-99c3-765f6bdc6580", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.7, "x": 0.18, "y": 0.3 }, "kind": "list", "text": "Buyer Call: Scripted call to potential buyers; Similar content as teaser document; Potential to assess interest of buyer to participate in go-shop process", "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 14:26:18.426+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "09c80049-6ad6-4653-9c11-15cd9684138d", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.7, "x": 0.18, "y": 0.6 }, "kind": "list", "text": "Virtual Dataroom: Virtual dataroom based on Court Square dataroom; Initially restrict access to competitively sensitive information for potential buyers with a strategic interest in the sector", "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 14:26:18.426+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "18e1ef4c-823d-4dd5-8752-a5ff9cf668cf", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.7, "x": 0.18, "y": 0.4 }, "kind": "list", "text": "Management Presentation/Meeting: Management Presentation to be sent to potential buyers; In-person / telephonic meetings with management to discuss management presentation on specific topics / Q&A as requested by buyers", "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 14:26:18.426+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "385dc9cc-4b78-40c3-b7f4-a8d660241ec9", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.18, "y": 0.7 }, "kind": "list", "text": "Follow-Up Due Diligence Activities: Facilitate follow-up due diligence activities as appropriate", "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 14:26:18.426+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8173e0e5-191b-4343-bb91-80b7e7eacf69", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.7, "x": 0.18, "y": 0.2 }, "kind": "list", "text": "Teaser: Summary of information on the business, investment highlights, deal with Court Square and go-shop process; To be sent to potential buyers on day 1 of go-shop period", "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 14:26:18.426+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "892e4fb4-a6fe-4a54-a031-aef804882faf", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.18, "y": 0.5 }, "kind": "list", "text": "Financial Model: Model with financial projections of 2014-2018 and update on 2014 performance to be sent to potential buyers", "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 14:26:18.426+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b15a32ec-50ee-4c38-8571-716855a66fa1", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.15, "x": 0.077, "y": 0.85 }, "kind": "source-note", "text": "Source: Pioneer Management.", "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 14:26:18.426+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8bc7e63f-8783-45c5-badd-7faf3f34f2f7", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.32, "x": 0.077, "y": 0.098 }, "kind": "title", "text": "Go-Shop Considerations", "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 14:26:18.426+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e4243f4a-ad6b-48fd-bea5-488254008003", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.45, "x": 0.077, "y": 0.13 }, "kind": "title", "text": "Key Marketing and Diligence Materials / Activities", "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 14:26:18.426+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "65dc7d1c-810b-4d9f-9031-654b77b88bf3", "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": "3d08f3b8-8faf-48d4-bb67-48787d560556", "evidence": "List of Key Marketing and Diligence Materials / Activities", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:21:16.100372+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 27, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "5a154f59-21f0-4825-8c86-0e141010adb7", "evidence": "The slide maps out the sequential steps of a go-shop process.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 14:26:18.426+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 27, "frameworkName": "process" } ], "arcBeats": [ { "to": 37, "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": 25, "name": "Impact & Next Steps", "beatId": "3d1f715c-5a01-4e50-a591-98a3403de70f", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "Go-Shop Considerations, Next Steps", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 37, "from": 25, "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": "41f02eca-439b-4491-96af-e4e2d81eaef6", "evidence": "Go-Shop Considerations: Proposed Go-Shop Process, Key Marketing and Diligence Materials / Activities", "position": 2, "objective": "Explain the importance of Go-Shop Considerations", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:05:28.224564+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 28, "type": "analysis", "title": "The slide categorizes potential buyers into 'Financial' and 'Strategic' segments, presented in a two-column list format.", "function": "decompose_segments", "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": "decompose_segments", "functionCanon": { "name": "Decompose segments", "slug": "decompose_segments", "status": "active", "canonId": "019de52d-14f1-74f8-be75-beb0be1135ec", "version": 1, "description": null }, "density": "balanced", "densityScore": 32, "componentCount": 6, "textChars": 216, "nDataPoints": 0, "notes": "The slide categorizes potential buyers into 'Financial' and 'Strategic' segments, presented in a two-column list format.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:13.063+00", "seconds": 2.953, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/28", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-28", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.4, "w": 0.1, "x": 0.22, "y": 0.225 }, "kind": "diagram", "text": "Financial category label", "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 14:26:13.063+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3f456edb-c0b1-4732-b495-4919f0596e6f", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.1, "x": 0.22, "y": 0.68 }, "kind": "diagram", "text": "Strategic category label", "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 14:26:13.063+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9f5ab490-7472-4502-9bc7-3397684fee6c", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.3, "x": 0.34, "y": 0.68 }, "kind": "list", "text": "Strategic buyers list (Aegion through WorleyParsons)", "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 14:26:13.063+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "897e51fd-07ac-4fa9-9267-c34b12945db1", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.3, "x": 0.34, "y": 0.225 }, "kind": "list", "text": "Financial buyers list (Advent International through Jordan Company)", "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 14:26:13.063+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "93179e8c-7b8b-42c4-8f55-0129caa8f69b", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.35, "x": 0.08, "y": 0.09 }, "kind": "title", "text": "Go-Shop Considerations", "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 14:26:13.063+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be6c81e4-aded-44c7-b937-01130ea01f3d", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.08, "y": 0.13 }, "kind": "title", "text": "Summary of Potential Buyers", "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 14:26:13.063+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8a91299d-8510-42f1-bea0-31c9f910c67f", "parentComponentId": null } ], "metrics": [], "tools": [ { "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": "24b7f2de-f881-42fd-9a98-56c10dfdd719", "evidence": "Summary of Potential Buyers", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-16 23:21:16.169374+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 28, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "ace1d4bc-572f-4db5-bc0b-101b450af575", "evidence": "Categorization of buyers into Financial vs Strategic segments", "framework": null, "confidence": 0.7, "extraction": { "at": "2026-05-02 14:26:13.063+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 28, "frameworkName": "market-segmentation-pyramid" } ], "arcBeats": [ { "to": 37, "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": 25, "name": "Impact & Next Steps", "beatId": "3d1f715c-5a01-4e50-a591-98a3403de70f", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "Go-Shop Considerations, Next Steps", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 37, "from": 25, "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": "41f02eca-439b-4491-96af-e4e2d81eaef6", "evidence": "Go-Shop Considerations: Proposed Go-Shop Process, Key Marketing and Diligence Materials / Activities", "position": 2, "objective": "Explain the importance of Go-Shop Considerations", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:05:28.224564+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 29, "type": "analysis", "title": "The table includes a column for 'Potentially Reduced Disclosure' marked with checkmarks for specific companies.", "function": "analyze_data", "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": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 31, "componentCount": 4, "textChars": 368, "nDataPoints": 12, "notes": "The table includes a column for 'Potentially Reduced Disclosure' marked with checkmarks for specific companies.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:15.799+00", "seconds": 5.675, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/29", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-29", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.025, "w": 0.525, "x": 0.086, "y": 0.845 }, "kind": "disclaimer", "text": "Source: FactSet as of August 1 2014. (1) Pioneer management has recommended to initially restrict competitively sensitive information to parties with strategic interest in the sector.", "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 14:26:15.799+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "79f5cd27-e6e4-4a2f-ba27-525d417458b1", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.825, "x": 0.098, "y": 0.185 }, "kind": "table", "text": "Table listing Aegion, Dycom, Emcor, Ferrovial, Granite, and Kalpa-Taru with their respective enterprise values, contacts, and rationales.", "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 14:26:15.799+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aabed53e-3389-47e8-b681-12ae51e9e1a0", "parentComponentId": null }, { "bbox": { "h": 0.028, "w": 0.387, "x": 0.078, "y": 0.095 }, "kind": "title", "text": "Go-Shop Considerations", "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 14:26:15.799+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3b90c41f-1a49-45de-b3cc-c317d19bbe48", "parentComponentId": null }, { "bbox": { "h": 0.021, "w": 0.322, "x": 0.078, "y": 0.125 }, "kind": "title", "text": "Potential Strategic Buyers", "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 14:26:15.799+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ca32a96a-a469-490a-a035-ea46f9dad4f4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 37, "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": 25, "name": "Impact & Next Steps", "beatId": "3d1f715c-5a01-4e50-a591-98a3403de70f", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "Go-Shop Considerations, Next Steps", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 37, "from": 25, "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": "41f02eca-439b-4491-96af-e4e2d81eaef6", "evidence": "Go-Shop Considerations: Proposed Go-Shop Process, Key Marketing and Diligence Materials / Activities", "position": 2, "objective": "Explain the importance of Go-Shop Considerations", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:05:28.224564+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 30, "type": "analysis", "title": "The table includes logos of the companies and specific rationale for why each is a potential strategic buyer.", "function": "analyze_data", "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": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 27, "componentCount": 3, "textChars": 367, "nDataPoints": 14, "notes": "The table includes logos of the companies and specific rationale for why each is a potential strategic buyer.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:17.007+00", "seconds": 6.879, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/30", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-30", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.8, "x": 0.07, "y": 0.85 }, "kind": "source-note", "text": "Source: FactSet as of August 1 2014. (1) Pioneer management has recommended to initially restrict competitively sensitive information to parties with strategic interest in the sector.", "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 14:26:17.007+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "49fc7b75-2ef7-41f8-acee-d6181a126300", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.85, "x": 0.07, "y": 0.18 }, "kind": "table", "text": "Table containing columns: Name, Potentially Reduced Disclosure, Enterprise Value ($MM), Company Contact, Rationale to Include", "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 14:26:17.007+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5cbd69d2-90b6-400b-b911-1e8d3fe03955", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.07, "y": 0.09 }, "kind": "title", "text": "Go-Shop Considerations: Potential Strategic Buyers (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 14:26:17.007+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bb20ac6f-202b-4c46-953a-7db32be8f971", "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": "a6227750-bd90-4831-b124-ed2ef6b521ba", "evidence": "Table containing columns: Name, Potentially Reduced Disclosure, Enterprise Value ($MM), Company Contact, Rationale to Include", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:30:04.889666+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 30, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 37, "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": 25, "name": "Impact & Next Steps", "beatId": "3d1f715c-5a01-4e50-a591-98a3403de70f", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "Go-Shop Considerations, Next Steps", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 37, "from": 25, "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": "41f02eca-439b-4491-96af-e4e2d81eaef6", "evidence": "Go-Shop Considerations: Proposed Go-Shop Process, Key Marketing and Diligence Materials / Activities", "position": 2, "objective": "Explain the importance of Go-Shop Considerations", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:05:28.224564+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 31, "type": "analysis", "title": "The table provides a structured overview of private equity firms, their fund sizes, and strategic fit for a potential transaction.", "function": "analyze_data", "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": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 29, "componentCount": 4, "textChars": 318, "nDataPoints": 16, "notes": "The table provides a structured overview of private equity firms, their fund sizes, and strategic fit for a potential transaction.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:13.861+00", "seconds": 3.586, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/31", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-31", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.65, "x": 0.078, "y": 0.825 }, "kind": "disclaimer", "text": "Source: CapitalIQ, Preqin and press release. (1) Pioneer management has recommended to initially restrict competitively sensitive information to parties with strategic interest in the sector.", "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 14:26:13.861+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "08077f30-51a5-4bd8-accc-090e71652f9b", "parentComponentId": null }, { "bbox": { "h": 0.615, "w": 0.805, "x": 0.098, "y": 0.205 }, "kind": "table", "text": "Table containing Name, Fund Size, Contact, and Rationale for 8 financial firms.", "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 14:26:13.861+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0c06e94a-fb27-4e13-86cc-fa37d6087627", "parentComponentId": null }, { "bbox": { "h": 0.026, "w": 0.386, "x": 0.078, "y": 0.095 }, "kind": "title", "text": "Go-Shop Considerations", "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 14:26:13.861+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d481d854-9dfe-4622-aa44-db57e8d984d1", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.25, "x": 0.078, "y": 0.121 }, "kind": "title", "text": "Potential Financial Buyers", "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 14:26:13.861+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1a83b1d8-97b9-45ca-a0b1-48fc88f8f296", "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": "586f5f10-f2b2-464c-8493-732c769f0390", "evidence": "Table containing Name, Fund Size, Contact, and Rationale for 8 financial firms.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:30:05.032947+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": [], "arcBeats": [ { "to": 37, "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": 25, "name": "Impact & Next Steps", "beatId": "3d1f715c-5a01-4e50-a591-98a3403de70f", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "Go-Shop Considerations, Next Steps", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 37, "from": 25, "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": "41f02eca-439b-4491-96af-e4e2d81eaef6", "evidence": "Go-Shop Considerations: Proposed Go-Shop Process, Key Marketing and Diligence Materials / Activities", "position": 2, "objective": "Explain the importance of Go-Shop Considerations", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:05:28.224564+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 32, "type": "analysis", "title": "The table includes logos, fund sizes, contacts, and strategic rationales for 8 private equity firms.", "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": "balanced", "densityScore": 26, "componentCount": 3, "textChars": 376, "nDataPoints": 7, "notes": "The table includes logos, fund sizes, contacts, and strategic rationales for 8 private equity firms.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:12.806+00", "seconds": 2.34, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/32", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-32", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.6, "x": 0.08, "y": 0.85 }, "kind": "disclaimer", "text": "Source: CapitalIQ, Preqin and press release. (1) Pioneer management has recommended to initially restrict competitively sensitive information to parties with strategic interest in the sector.", "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 14:26:12.806+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c233c786-8e07-402d-9781-c4a57222f9c4", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.85, "x": 0.08, "y": 0.2 }, "kind": "table", "text": "Table containing columns: Name, Potentially Reduced Disclosure, Current Fund Size ($MM), Company Contact, Rationale to Include", "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 14:26:12.806+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f57b3daa-66ff-4997-90e7-bacb37917005", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.08, "y": 0.09 }, "kind": "title", "text": "Go-Shop Considerations: Potential Financial Buyers (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 14:26:12.806+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4de727e3-2e80-4e52-af05-db1d76fbe25f", "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": "b937a230-ec53-46dc-8440-a1c0ca13f9e5", "evidence": "table/data: Table containing columns: Name, Potentially Reduced Disclosure, Current Fund Size ($MM), Company Contact, Rationale to Include", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:56:16.827537+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 32, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 37, "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": 25, "name": "Impact & Next Steps", "beatId": "3d1f715c-5a01-4e50-a591-98a3403de70f", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "Go-Shop Considerations, Next Steps", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 37, "from": 25, "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": "41f02eca-439b-4491-96af-e4e2d81eaef6", "evidence": "Go-Shop Considerations: Proposed Go-Shop Process, Key Marketing and Diligence Materials / Activities", "position": 2, "objective": "Explain the importance of Go-Shop Considerations", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:05:28.224564+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 33, "type": "setup", "title": "The slide provides a structured list of private equity firms with relevant investment experience in industrial and infrastructure sectors.", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "sparse", "densityScore": 24, "componentCount": 3, "textChars": 325, "nDataPoints": 9, "notes": "The slide provides a structured list of private equity firms with relevant investment experience in industrial and infrastructure sectors.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:16.532+00", "seconds": 6.022, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/33", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-33", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.6, "x": 0.08, "y": 0.84 }, "kind": "source-note", "text": "Source: CapitalIQ, Preqin and press release. (1) Pioneer management has recommended to initially restrict competitively sensitive information to parties with strategic interest in the sector.", "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 14:26:16.532+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e0b6142f-6029-4c6d-9590-fb72fb453bab", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.85, "x": 0.08, "y": 0.22 }, "kind": "table", "text": "Table of financial buyers including Name, Fund Size, Contact, and Rationale", "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 14:26:16.532+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "41304c1e-f361-44a7-82c6-631abd9d5620", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.08, "y": 0.09 }, "kind": "title", "text": "Go-Shop Considerations: Potential Financial Buyers (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 14:26:16.532+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9e9267a5-78d8-4a04-a919-f3e74264d2bf", "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": "ada02cdb-3078-4ce7-8749-99fa83b99253", "evidence": "table/data: Table of financial buyers including Name, Fund Size, Contact, and Rationale", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:56:16.914776+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 33, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 37, "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": 25, "name": "Impact & Next Steps", "beatId": "3d1f715c-5a01-4e50-a591-98a3403de70f", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "Go-Shop Considerations, Next Steps", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 37, "from": 25, "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": "41f02eca-439b-4491-96af-e4e2d81eaef6", "evidence": "Go-Shop Considerations: Proposed Go-Shop Process, Key Marketing and Diligence Materials / Activities", "position": 2, "objective": "Explain the importance of Go-Shop Considerations", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:05:28.224564+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 34, "type": "analysis", "title": "Slide 27 from a Bank of America Merrill Lynch presentation.", "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": "balanced", "densityScore": 25, "componentCount": 3, "textChars": 332, "nDataPoints": 9, "notes": "Slide 27 from a Bank of America Merrill Lynch presentation.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:13.257+00", "seconds": 2.416, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/34", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-34", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.6, "x": 0.07, "y": 0.84 }, "kind": "disclaimer", "text": "Source: CapitalIQ, Preqin and press release. (1) Pioneer management has recommended to initially restrict competitively sensitive information to parties with strategic interest in the sector.", "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 14:26:13.257+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9539f80f-fa0a-4d59-b44a-e0a13425d033", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.85, "x": 0.07, "y": 0.18 }, "kind": "table", "text": "Table of financial buyers with columns for Name, Fund Size, Contact, and Rationale.", "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 14:26:13.257+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eaa84c1d-9876-4184-b686-d6c226471473", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.07, "y": 0.09 }, "kind": "title", "text": "Go-Shop Considerations Potential Financial Buyers (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 14:26:13.257+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "42a63229-b1d9-4f2d-979e-efb55e914bf1", "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": "9f32813e-d3ff-42be-b7f5-320d6551205f", "evidence": "table/data: Table of financial buyers with columns for Name, Fund Size, Contact, and Rationale.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:56:16.998902+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 34, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 37, "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": 25, "name": "Impact & Next Steps", "beatId": "3d1f715c-5a01-4e50-a591-98a3403de70f", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "Go-Shop Considerations, Next Steps", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 37, "from": 25, "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": "41f02eca-439b-4491-96af-e4e2d81eaef6", "evidence": "Go-Shop Considerations: Proposed Go-Shop Process, Key Marketing and Diligence Materials / Activities", "position": 2, "objective": "Explain the importance of Go-Shop Considerations", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:05:28.224564+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 35, "type": "analysis", "title": "The table lists 9 entities with their respective financial metrics and contact details.", "function": "analyze_data", "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": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 27, "componentCount": 3, "textChars": 384, "nDataPoints": 8, "notes": "The table lists 9 entities with their respective financial metrics and contact details.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:17.296+00", "seconds": 5.816, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/35", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-35", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.6, "x": 0.07, "y": 0.85 }, "kind": "disclaimer", "text": "Source: CapitalIQ, Preqin, Factset, press release and FactSet as of August 1, 2014. (1) Pioneer management has recommended to initially restrict competitively sensitive information to parties with strategic interest in the sector.", "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 14:26:17.296+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eb0f4e52-c701-433f-80d1-c1e051bc4d9b", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.85, "x": 0.07, "y": 0.18 }, "kind": "table", "text": "Table containing Name, Current Fund Size/EV, Company Contact, and Rationale to Include for 9 companies.", "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 14:26:17.296+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e0dffa2-f1c5-410e-b9c8-229e3423f269", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.07, "y": 0.09 }, "kind": "title", "text": "Go-Shop Considerations: Additional Potential Buyers", "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 14:26:17.296+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "04981958-c35b-45a9-b20c-26711ba8aa81", "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": "d36465ba-35ad-43d8-8771-963f66dcfeda", "evidence": "Table containing Name, Current Fund Size/EV, Company Contact, and Rationale to Include for 9 companies.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:21:23.507379+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 35, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 37, "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": 25, "name": "Impact & Next Steps", "beatId": "3d1f715c-5a01-4e50-a591-98a3403de70f", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "Go-Shop Considerations, Next Steps", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 37, "from": 25, "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": "41f02eca-439b-4491-96af-e4e2d81eaef6", "evidence": "Go-Shop Considerations: Proposed Go-Shop Process, Key Marketing and Diligence Materials / Activities", "position": 2, "objective": "Explain the importance of Go-Shop Considerations", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:05:28.224564+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 36, "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": 5, "componentCount": 2, "textChars": 91, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:13.367+00", "seconds": 1.856, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/36", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-36", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.25, "x": 0.05, "y": 0.85 }, "kind": "image", "text": "Bank of America Merrill Lynch", "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 14:26:13.367+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bd35a5fc-eeb6-4b99-8d3a-3cf8657cf71f", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.35, "x": 0.05, "y": 0.95 }, "kind": "other", "text": "For more investment banking materials, visit www.10xebitda.com", "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 14:26:13.367+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "adf8efb1-60dd-413f-a9d2-9c600c8871ce", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 37, "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": 25, "name": "Impact & Next Steps", "beatId": "3d1f715c-5a01-4e50-a591-98a3403de70f", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "Go-Shop Considerations, Next Steps", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 37, "from": 25, "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": "41f02eca-439b-4491-96af-e4e2d81eaef6", "evidence": "Go-Shop Considerations: Proposed Go-Shop Process, Key Marketing and Diligence Materials / Activities", "position": 2, "objective": "Explain the importance of Go-Shop Considerations", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:05:28.224564+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 37, "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": "balanced", "densityScore": 39, "componentCount": 5, "textChars": 579, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:13.963+00", "seconds": 2.427, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/37", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-37", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.025, "w": 0.5, "x": 0.118, "y": 0.552 }, "kind": "list", "text": "Recommend to the Board of Directors to approve the merger", "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 14:26:13.963+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6c303204-bac2-418d-a9b6-beff93b7ec36", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.83, "x": 0.085, "y": 0.285 }, "kind": "list", "text": "Weighs potential Court Square merger versus perceived risks and opportunities inherent in standalone plan as well as versus other alternatives", "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 14:26:13.963+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "727124ab-9682-4172-b7a6-9c2b7571858f", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.83, "x": 0.085, "y": 0.362 }, "kind": "list", "text": "If Special Committee determines to recommend a merger with Court Square, Special Committee to: Discuss and agree on go-shop process, including: Buyers to contact; Materials to provide to potential buyers; Level of access to virtual data room", "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 14:26:13.963+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aba379d1-01db-480d-94b0-87900626f291", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.83, "x": 0.085, "y": 0.208 }, "kind": "list", "text": "Special Committee considers Court Square's revised offer price for Pioneer and other terms and conditions of proposed transaction", "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 14:26:13.963+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cf69a896-042e-4b37-86da-de15a3ded6e7", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.213, "x": 0.075, "y": 0.095 }, "kind": "title", "text": "Next Steps", "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 14:26:13.963+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cedb7863-7c52-441c-8170-8126d9e35cc6", "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": "5e3faaf6-15ec-4bc1-beca-1753f6ebb6e0", "evidence": "list/bullet: If Special Committee determines to recommend a merger with Court Square, Special Committee to: Discuss and agree on go-shop process, including: Buyers to contact; Materials to provide to potential buyers; Le", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 23:21:23.612242+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 37, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 37, "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": 25, "name": "Impact & Next Steps", "beatId": "3d1f715c-5a01-4e50-a591-98a3403de70f", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "Go-Shop Considerations, Next Steps", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 37, "from": 25, "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": "41f02eca-439b-4491-96af-e4e2d81eaef6", "evidence": "Go-Shop Considerations: Proposed Go-Shop Process, Key Marketing and Diligence Materials / Activities", "position": 2, "objective": "Explain the importance of Go-Shop Considerations", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:05:28.224564+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 38, "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": 2, "componentCount": 2, "textChars": 37, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:13.663+00", "seconds": 1.709, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/38", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-38", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.268, "x": 0.105, "y": 0.805 }, "kind": "image", "text": "Bank of America Merrill Lynch", "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 14:26:13.663+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2505f87f-832e-465a-affb-1283c66d4628", "parentComponentId": null }, { "bbox": { "h": 0.065, "w": 0.205, "x": 0.105, "y": 0.235 }, "kind": "title", "text": "Appendix", "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 14:26:13.663+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "26fb7e25-3e3e-4cdd-a336-7564593ff435", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 46, "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": 38, "name": "Solution & Approach", "beatId": "a3768cae-bdd0-4a2b-bdf5-e52320c8795b", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "Appendix, Review of Base Case Projections", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 39, "type": "resolution", "title": "The slide includes a subtotal row for the aggregated financial impact of the four opportunities.", "function": "quantify_impact", "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": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "balanced", "densityScore": 27, "componentCount": 4, "textChars": 235, "nDataPoints": 80, "notes": "The slide includes a subtotal row for the aggregated financial impact of the four opportunities.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:15.663+00", "seconds": 3.171, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/39", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-39", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.37, "x": 0.085, "y": 0.86 }, "kind": "source-note", "text": "Source: Pioneer Management. Note: Dollars in millions. Assumes new capital expenditures depreciated to zero over ten years.", "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 14:26:15.663+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "402f6620-a449-469d-a88e-b1a31f66b618", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.83, "x": 0.085, "y": 0.235 }, "kind": "table", "text": "Opportunity 6, 3, 4, 1 financial forecasts and commentary", "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 14:26:15.663+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e2405037-db47-4145-b019-9142b43bbf8e", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.198, "x": 0.075, "y": 0.095 }, "kind": "title", "text": "Appendix", "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 14:26:15.663+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8585778a-1745-46d1-93cf-45254e6dae37", "parentComponentId": null }, { "bbox": { "h": 0.022, "w": 0.532, "x": 0.075, "y": 0.132 }, "kind": "title", "text": "New Opportunities Included in Pioneer Base Case", "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 14:26:15.663+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f9fcf171-8b06-46e3-aab0-243b908623ce", "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": "18622df6-5d73-42c3-8e44-23246e86d65c", "evidence": "table/data: Opportunity 6, 3, 4, 1 financial forecasts and commentary", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:21:23.717484+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 39, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 46, "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": 38, "name": "Solution & Approach", "beatId": "a3768cae-bdd0-4a2b-bdf5-e52320c8795b", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "Appendix, Review of Base Case Projections", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 40, "type": "analysis", "title": "Includes CAGR calculations for two periods: '11-'13A and '13A-'18E.", "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": "balanced", "densityScore": 33, "componentCount": 3, "textChars": 436, "nDataPoints": 150, "notes": "Includes CAGR calculations for two periods: '11-'13A and '13A-'18E.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:19.121+00", "seconds": 6.582, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/40", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-40", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.75, "x": 0.09, "y": 0.81 }, "kind": "disclaimer", "text": "Source: Pioneer Sensitivity Case as of April 9, 2014. Note: Dollars in millions, except per share figures. (1) FY2014E estimates adjusted to reflect actual results through May as well as latest June estimates as of August 1, 2014.", "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 14:26:19.121+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6c22bc97-f58c-4724-b81e-fd5f023e8fd6", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.75, "x": 0.13, "y": 0.2 }, "kind": "table", "text": "Financial table with rows for Revenue, Gross Profit, EBITDA, EPS, D&A, CapEx, and Acquisitions, and columns for years 2009-2018 and CAGR 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 14:26:19.121+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "941e08d2-d57c-43e2-84e1-80dea047a9cd", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.08, "y": 0.09 }, "kind": "title", "text": "Appendix: Summary of Financial Projections – Sensitivity Case", "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 14:26:19.121+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9c506deb-23f2-40c0-805e-89c9c8616f30", "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": "b4593b3f-1ab5-4a1c-aa34-43c8c80d150c", "evidence": "Financial table with rows for Revenue, Gross Profit, EBITDA, EPS, D&A, CapEx, and Acquisitions, and columns for years 2009-2018 and CAGR periods.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:21:23.787624+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 40, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 46, "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": 38, "name": "Solution & Approach", "beatId": "a3768cae-bdd0-4a2b-bdf5-e52320c8795b", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "Appendix, Review of Base Case Projections", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 41, "type": "analysis", "title": "Includes a financial projection table and sensitivity matrices for terminal value, enterprise value, equity value per share, and EBITDA multiples.", "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": "balanced", "densityScore": 46, "componentCount": 5, "textChars": 504, "nDataPoints": 100, "notes": "Includes a financial projection table and sensitivity matrices for terminal value, enterprise value, equity value per share, and EBITDA multiples.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:15.284+00", "seconds": 2.734, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/41", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-41", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.75, "x": 0.08, "y": 0.81 }, "kind": "source-note", "text": "Source: Pioneer Sensitivity Case as of April 9, 2014. 2014E figures updated to reflect revised management forecast as of August 1, 2014.", "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 14:26:15.284+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ab0459a8-1cf1-4f69-85a4-f6f2c53eeadc", "parentComponentId": null }, { "bbox": { "h": 0.33, "w": 0.66, "x": 0.17, "y": 0.21 }, "kind": "table", "text": "Financial projection table showing Revenue, EBITDA, EBIT, Taxes, and Unlevered FCF from 2015E to 2018E and Normalized Year.", "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 14:26:15.284+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ae6c9689-dfd5-4548-bd8e-bd32ec89538a", "parentComponentId": null }, { "bbox": { "h": 0.23, "w": 0.66, "x": 0.17, "y": 0.55 }, "kind": "table", "text": "Sensitivity tables for Discounted Cash Flows, PV of Terminal Value, Enterprise Value, Equity Value per Share, and Implied EBITDA Multiple.", "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 14:26:15.284+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "67d4703c-d04b-483e-ac8f-284023edda86", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.45, "x": 0.08, "y": 0.09 }, "kind": "title", "text": "Appendix: Preliminary Discounted Cash Flow Analysis", "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 14:26:15.284+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f8714961-d2c7-4fc9-9fb3-74d23f4a2943", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.45, "x": 0.08, "y": 0.18 }, "kind": "title", "text": "Pioneer Sensitivity Case – Perpetuity Growth Rate Method", "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 14:26:15.284+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ba2af5c-1639-4065-ab3d-295010b570d6", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "4d32ee36-115c-4beb-9092-dd07fb8a9730", "evidence": "The slide presents multiple tables showing how changes in discount rates and growth rates affect valuation metrics.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 14:26:15.284+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 41, "frameworkName": "sensitivity-analysis" } ], "arcBeats": [ { "to": 46, "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": 38, "name": "Solution & Approach", "beatId": "a3768cae-bdd0-4a2b-bdf5-e52320c8795b", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "Appendix, Review of Base Case Projections", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 42, "type": "analysis", "title": "Includes detailed footnotes regarding transaction assumptions and adjustments.", "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": "dense", "densityScore": 65, "componentCount": 8, "textChars": 414, "nDataPoints": 85, "notes": "Includes detailed footnotes regarding transaction assumptions and adjustments.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:19.669+00", "seconds": 7.01, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/42", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-42", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.07, "w": 0.4, "x": 0.505, "y": 0.685 }, "kind": "callout", "text": "Assumes elimination of public company costs of ~$4 to $5 million per annum during sponsor ownership", "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 14:26:19.669+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fb52b680-a4d5-4275-a8a7-a709cba8c6e4", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.095, "y": 0.78 }, "kind": "disclaimer", "text": "Source: Pioneer Base Case as of April 9, 2014 and FactSet as of June 25, 2014. 2014E figures updated to reflect revised management estimates as of August 1, 2014.", "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 14:26:19.669+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6d7427e3-3277-4d51-a31c-441ab37fc485", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.38, "x": 0.095, "y": 0.205 }, "kind": "table", "text": "Sources and Uses 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 14:26:19.669+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "840f5190-3ce0-4032-9ca3-5e160cad2f2e", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.4, "x": 0.505, "y": 0.205 }, "kind": "table", "text": "PF Capitalization 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 14:26:19.669+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bd291b88-efef-43d9-87d7-6767dc617903", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.4, "x": 0.505, "y": 0.6 }, "kind": "table", "text": "Credit Statistics", "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": "KPI table", "slug": "kpi", "status": "active", "canonId": "019de52d-0324-7799-a84e-d0885a8ad400", "version": 1, "description": null }, "framework": null }, "subkind": "kpi", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:26:19.669+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c770db3b-55df-4ce6-8c6c-2c431f8f2158", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.38, "x": 0.095, "y": 0.5 }, "kind": "table", "text": "IRR Sensitivity to Transaction Metrics", "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 14:26:19.669+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d2ddd02-1fe5-4a92-ac6f-3eff2a0ee18d", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.095, "y": 0.095 }, "kind": "title", "text": "Appendix", "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 14:26:19.669+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2f6d2634-5d73-48e6-8af1-6794447d2453", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.095, "y": 0.13 }, "kind": "title", "text": "Illustrative LBO Analysis – Pioneer Base Case", "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 14:26:19.669+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "255e9d2c-8a36-49d3-9a84-34f29bebb11a", "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": "8a7416ae-68a3-4c4e-a85e-93faed7c46d4", "evidence": "PF Capitalization table", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:21:23.893209+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 42, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "2acaef0f-e137-432a-a791-5b5591833ec3", "evidence": "IRR Sensitivity to Transaction Metrics table", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 14:26:19.669+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 42, "frameworkName": "sensitivity_analysis" } ], "arcBeats": [ { "to": 46, "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": 38, "name": "Solution & Approach", "beatId": "a3768cae-bdd0-4a2b-bdf5-e52320c8795b", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "Appendix, Review of Base Case Projections", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 43, "type": "appendix", "title": "Includes footnotes regarding fiscal year adjustments and EBITDA calculations.", "function": "appendix", "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": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "balanced", "densityScore": 45, "componentCount": 4, "textChars": 676, "nDataPoints": 75, "notes": "Includes footnotes regarding fiscal year adjustments and EBITDA calculations.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:15.903+00", "seconds": 2.897, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/43", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-43", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.5, "x": 0.08, "y": 0.81 }, "kind": "source-note", "text": "Source: Pioneer Base Case as of April 9, 2014. 2014E figures updated to reflect revised management estimates as of August 1, 2014. Note: Dollars in millions.", "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 14:26:15.903+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "24862fde-0d8a-4b38-b88e-09bc8145ce27", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.08, "y": 0.84 }, "kind": "source-note", "text": "(1) FY2014E estimates adjusted to reflect actual Q3 FY2014 results. 2014E Adj. EBITDA includes ~$5 million adjustment related to Public Company Costs, Loss on Sale and Other Expenses, M&A expenses, Tres Amigas reserves, California Job Losses and Severance. (2) Adjusted EBITDA includes elimination of public company costs of $3.9 - $4.7 million.", "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 14:26:15.903+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e432a6f7-9ebc-47b9-9cc2-9afe6b0fd7cb", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.76, "x": 0.12, "y": 0.25 }, "kind": "table", "text": "Financial table showing Revenue, EBITDA, Net Interest, CapEx, Cash, Debt, and Credit Statistics for 2014-2018.", "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 14:26:15.903+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "768de4a3-b94c-4c37-b227-112cd6aa9bc8", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.55, "x": 0.07, "y": 0.09 }, "kind": "title", "text": "Appendix: Illustrative LBO Analysis – Pioneer Base Case (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 14:26:15.903+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "09aa91ec-1fbe-4341-819c-41c894fbe0e6", "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": "539e6c38-9a46-4278-bedf-4a812970d460", "evidence": "Financial table showing Revenue, EBITDA, Net Interest, CapEx, Cash, Debt, and Credit Statistics for 2014-2018.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:21:23.964724+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 43, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 46, "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": 38, "name": "Solution & Approach", "beatId": "a3768cae-bdd0-4a2b-bdf5-e52320c8795b", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "Appendix, Review of Base Case Projections", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 44, "type": "analysis", "title": "Includes detailed footnotes regarding transaction assumptions and adjustments.", "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": "dense", "densityScore": 66, "componentCount": 8, "textChars": 427, "nDataPoints": 65, "notes": "Includes detailed footnotes regarding transaction assumptions and adjustments.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:18.002+00", "seconds": 4.985, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/44", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-44", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.075, "w": 0.427, "x": 0.495, "y": 0.675 }, "kind": "callout", "text": "Assumes elimination of public company costs of ~$4 to $5 million per annum during sponsor ownership", "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 14:26:18.002+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "348871b0-4e18-456a-9e60-261a84ca76f4", "parentComponentId": null }, { "bbox": { "h": 0.255, "w": 0.454, "x": 0.078, "y": 0.515 }, "kind": "chart", "text": "IRR Sensitivity to Transaction 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": "Heatmap", "slug": "heatmap", "status": "active", "canonId": "019de52d-00cd-71ee-bf36-233b7817c304", "version": 1, "description": null }, "framework": null }, "subkind": "heatmap", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:26:18.002+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a4362dbc-bfec-4388-b24b-7c6315c01fec", "parentComponentId": null }, { "bbox": { "h": 0.055, "w": 0.844, "x": 0.078, "y": 0.795 }, "kind": "source-note", "text": "Source: Pioneer Base Case as of April 9, 2014 and FactSet as of June 25, 2014. 2014E figures updated to reflect revised management estimates as of August 1, 2014.", "attrs": { "numbered": true }, "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 14:26:18.002+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7aa81ed6-eeb3-400a-9cdc-f20b18408c5c", "parentComponentId": null }, { "bbox": { "h": 0.505, "w": 0.427, "x": 0.495, "y": 0.208 }, "kind": "table", "text": "PF Capitalization 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 14:26:18.002+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5ff3484e-3393-4aae-8bb1-d1ca16612913", "parentComponentId": null }, { "bbox": { "h": 0.295, "w": 0.454, "x": 0.078, "y": 0.208 }, "kind": "table", "text": "Sources and Uses 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 14:26:18.002+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6326e570-c12d-47e2-9723-5ae57ba2c081", "parentComponentId": null }, { "bbox": { "h": 0.065, "w": 0.427, "x": 0.495, "y": 0.605 }, "kind": "table", "text": "Credit Statistics 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": "KPI table", "slug": "kpi", "status": "active", "canonId": "019de52d-0324-7799-a84e-d0885a8ad400", "version": 1, "description": null }, "framework": null }, "subkind": "kpi", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:26:18.002+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3e75fb6b-6f13-401d-b7b2-45b508f66761", "parentComponentId": null }, { "bbox": { "h": 0.032, "w": 0.198, "x": 0.078, "y": 0.095 }, "kind": "title", "text": "Appendix", "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 14:26:18.002+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4083ed9d-4575-445f-a647-03d3284b22db", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.532, "x": 0.078, "y": 0.132 }, "kind": "title", "text": "Illustrative LBO Analysis – Pioneer Sensitivity Case", "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 14:26:18.002+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f3c8873d-eca9-4843-8f59-8bb4abdd791f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 46, "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": 38, "name": "Solution & Approach", "beatId": "a3768cae-bdd0-4a2b-bdf5-e52320c8795b", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "Appendix, Review of Base Case Projections", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 45, "type": "analysis", "title": "The slide contains two main tables: Revenue Breakdown (in millions) and Revenue Growth Breakdown (in percentages).", "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": "balanced", "densityScore": 35, "componentCount": 5, "textChars": 261, "nDataPoints": 180, "notes": "The slide contains two main tables: Revenue Breakdown (in millions) and Revenue Growth Breakdown (in percentages).", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:15.518+00", "seconds": 2.429, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/45", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-45", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.55, "x": 0.068, "y": 0.86 }, "kind": "source-note", "text": "Source: Pioneer Base Case as of April 9, 2014. Management 2014E figures updated to reflect management forecast as of August 1, 2014. Note: Dollars in millions.", "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 14:26:15.518+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bfd95789-274c-492e-8127-3b7592c0af83", "parentComponentId": null }, { "bbox": { "h": 0.285, "w": 0.865, "x": 0.068, "y": 0.195 }, "kind": "table", "text": "Revenue Breakdown 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 14:26:15.518+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e7c7cb12-50c6-4334-877b-a1a75b046f9d", "parentComponentId": null }, { "bbox": { "h": 0.285, "w": 0.865, "x": 0.068, "y": 0.518 }, "kind": "table", "text": "Revenue Growth Breakdown 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 14:26:15.518+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ef995843-93d7-4332-962e-3b4872e09c9b", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.195, "x": 0.068, "y": 0.093 }, "kind": "title", "text": "Appendix", "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 14:26:15.518+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "52982068-2e52-4c53-92b8-bc7a46ac0753", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.475, "x": 0.068, "y": 0.133 }, "kind": "title", "text": "Review of Base Case Projections – Revenue", "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 14:26:15.518+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2773bc70-2190-4fc5-8323-9140e4ff287d", "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": "9c3f0a59-793f-421d-8c1b-cf894f748d6e", "evidence": "Revenue Growth Breakdown table", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:21:24.070793+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 45, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 46, "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": 38, "name": "Solution & Approach", "beatId": "a3768cae-bdd0-4a2b-bdf5-e52320c8795b", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "Appendix, Review of Base Case Projections", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 46, "type": "analysis", "title": "The slide contains two primary data tables: one for absolute dollar values and one for percentage margins.", "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": "balanced", "densityScore": 35, "componentCount": 5, "textChars": 263, "nDataPoints": 168, "notes": "The slide contains two primary data tables: one for absolute dollar values and one for percentage margins.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:26:15.621+00", "seconds": 2.479, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-5688-7096-81f7-48a64f5f0daa/46", "deck": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa", "deckAnchor": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa#slide-46", "deckJson": "/decks/019de06f-5688-7096-81f7-48a64f5f0daa.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.55, "x": 0.06, "y": 0.878 }, "kind": "disclaimer", "text": "Source: Pioneer Base Case as of April 9, 2014. Management 2014E figures updated to reflect management forecast as of August 1, 2014. Note: Dollars in millions.", "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 14:26:15.621+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3f2194a7-e5d7-44c1-b277-12da95fd53e5", "parentComponentId": null }, { "bbox": { "h": 0.33, "w": 0.88, "x": 0.06, "y": 0.55 }, "kind": "table", "text": "Gross Margin (%) 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 14:26:15.621+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e6b294b-960c-4d9f-a716-bbeb40da50fb", "parentComponentId": null }, { "bbox": { "h": 0.33, "w": 0.88, "x": 0.06, "y": 0.19 }, "kind": "table", "text": "Gross Margin (dollars) 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 14:26:15.621+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "abbf8d88-0b62-405c-8376-0ccd29fac31e", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.06, "y": 0.09 }, "kind": "title", "text": "Appendix", "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 14:26:15.621+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cc5836e4-ff81-4676-9b06-33a6b2b895b4", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.45, "x": 0.06, "y": 0.13 }, "kind": "title", "text": "Review of Base Case Projections – Gross Margin", "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 14:26:15.621+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cc240df4-8464-4bbe-a4d2-61d94a93a5ed", "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": "c2520a90-cc70-4066-b6b6-7fae13f2a789", "evidence": "Gross Margin (dollars) table", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:21:24.141532+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 46, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 46, "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": 38, "name": "Solution & Approach", "beatId": "a3768cae-bdd0-4a2b-bdf5-e52320c8795b", "matchId": "c58a8702-5d21-4117-a737-59fdbf0e21c8", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "Appendix, Review of Base Case Projections", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true } ], "arcBeats": [ { "from": 1, "to": 3, "label": "Situation & Context", "description": "Confidential Discussion Materials Prepared for the Pioneer Special Committee" }, { "from": 4, "to": 9, "label": "Problem & Complication", "description": "Executive Summary: Recap of Key Events to Date, Implied Premiums and Multiples of Revised Court Square Offer" }, { "from": 10, "to": 24, "label": "Evidence & Proof", "description": "Review of Projections, Preliminary Valuation Considerations" }, { "from": 25, "to": 37, "label": "Impact & Next Steps", "description": "Go-Shop Considerations, Next Steps" }, { "from": 38, "to": 46, "label": "Solution & Approach", "description": "Appendix, Review of Base Case Projections" } ], "loops": [ { "from": 4, "to": 9, "label": "Logic Chain", "description": "Understand the logic behind the Revised Court Square Offer" }, { "from": 10, "to": 24, "label": "Aha Moment", "description": "Reveal key findings from Review of Projections and Preliminary Valuation Considerations" }, { "from": 25, "to": 37, "label": "Why Now", "description": "Explain the importance of Go-Shop Considerations" } ] }