{ "schemaVersion": "deck-intelligence.v1", "id": "019de06f-8fdf-7788-b02b-62cbef3fd46f", "slug": "4b8f114034372e44444c90d9b0efb9f4", "title": "Goldman Sachs | Investment Banking Pitch Book | 27 slides", "subtitle": "Goldman Sachs · 2018-03", "author": "Goldman Sachs", "date": "2018-03-01 00:00:00", "pageCount": 27, "kind": "consulting-deck", "orientation": "landscape", "aspectRatio": 1.294673, "document": { "id": "019de06f-8fdf-7788-b02b-62cbef3fd46f", "slug": "4b8f114034372e44444c90d9b0efb9f4", "title": "Goldman Sachs | Investment Banking Pitch Book | 27 slides", "rawTitle": "Goldman Sachs | Investment Banking Pitch Book | 27 slides", "authorId": "goldman-sachs", "authorName": "Goldman Sachs", "authorDisplay": "Goldman Sachs", "kind": { "slug": "consulting-deck", "label": "Consulting deck" }, "sourceType": { "slug": "investment_bank", "label": "Investment bank" }, "fileName": "2018-03__goldman-sachs__ib-pitchbook__4b8f1140.pdf", "sourceUrl": "https://www.slidebook.io/company/goldman-sachs/presentation/4b8f114034372e44444c90d9b0efb9f4/", "sourceDate": "2018-03-01 00:00:00", "presentationDate": "2018-03-01 00:00:00", "ingestedAt": "2026-04-30 22:08:21.063466+00", "status": "ready", "pageCount": 27, "orientation": "landscape", "aspectRatio": 1.294673, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "capital-markets", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2018-03__goldman-sachs__ib-pitchbook__4b8f1140", "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": 27, "pagesIndexed": 27, "pagesWithImages": 27, "pagesWithMetadata": 27, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 134, "chartCount": 22, "metricSlides": 0, "toolMatches": 12, "documentToolMatches": 0, "frameworkMatches": 4, "arcMatches": 1, "beatMatches": 5, "loopMatches": 2, "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": "fef75ecb-c9d9-454f-b5b8-5421f4464f79", "evidence": "The document follows a clear structure, starting with an introduction, team bio, and agenda, before presenting their qualifications, experience, and potential next steps.", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:06:36.764366+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 5, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 1, "name": "Situation & Context", "beatId": "92f0ca51-0367-4478-b9c2-d5715b607f60", "matchId": "fef75ecb-c9d9-454f-b5b8-5421f4464f79", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "The document sets the stage with a cover page, disclaimer, team bio, and agenda.", "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": 11, "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": 6, "name": "Problem & Complication", "beatId": "8ae40da3-c355-45e1-bade-d803830bbf20", "matchId": "fef75ecb-c9d9-454f-b5b8-5421f4464f79", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "Goldman Sachs highlights their unique qualifications and relevant experience to address the Special Committee's needs.", "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": 16, "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": 12, "name": "Evidence & Proof", "beatId": "8024a910-cfb4-4ca9-9cbe-23bdfeb76842", "matchId": "fef75ecb-c9d9-454f-b5b8-5421f4464f79", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The document presents various data tables, comparisons, and examples to demonstrate their expertise and support their claims.", "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": 20, "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": 17, "name": "Impact & Next Steps", "beatId": "aa918c96-f7be-498d-b0c1-392d874bc815", "matchId": "fef75ecb-c9d9-454f-b5b8-5421f4464f79", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "Goldman Sachs outlines potential next steps and summarizes their key messages.", "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": 27, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 21, "name": "Solution & Approach", "beatId": "e41205ce-d5af-4555-8225-9b0c674e5d56", "matchId": "fef75ecb-c9d9-454f-b5b8-5421f4464f79", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "The document provides additional reference materials, data, and analysis to support their advisory services.", "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": 17, "from": 6, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null, "categoryName": "Vision", "categorySlug": "vision" }, "matchId": "1642b437-0688-400f-85e7-2a7dd7b65443", "evidence": "The document presents their broad-based skill set, relevant experience, and unparalleled advisory franchise.", "position": 0, "objective": "Why Goldman Sachs is uniquely qualified to advise the Special Committee", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:06:36.966093+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 16, "from": 12, "loop": { "name": "40_mece_breakdown", "slug": "40-mece-breakdown", "status": "active", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "canonId": "019dd956-763c-765e-8b68-6ee3ae1ef184", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories", "familyLabel": null, "categoryName": "Consulting Framework", "categorySlug": "consulting-framework" }, "matchId": "e713129f-481c-4254-affe-a91d371a11ea", "evidence": "The document presents various data tables and comparisons to support their claims.", "position": 1, "objective": "How Goldman Sachs' expertise can be applied to the Antero Midstream GP situation", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:06:37.001311+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "100186f2-c72b-4411-affb-d44fa8bf37ad", "evidence": "This is a cover slide with title, subtitle and headline.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:23:24.771651+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "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": "b3650b3c-5936-445a-992a-08b5349ada59", "evidence": "table/data: Matrix showing AR, AM, AMGP columns against IBD and Lending/Hedging rows with status indicators.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:23:36.263967+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "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": "a6011324-c317-4b08-9e7f-f85147044347", "evidence": "list/bullet: #1 Global, U.S. and Energy M&A advisor; Significant Special Committee experience; Significant expertise in midstream/MLPs; Deep understanding of Appalachian Basin; GS brings a deep experience set; Understand", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 23:23:36.33867+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "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": "4d664756-6ffd-48bf-891d-151c8c146b8f", "evidence": "table/data: Table comparing Key Capabilities, Transaction Experience, Key Takeaways, and Relevance to AMGP across 5 rows.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:23:36.450076+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "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": "b355d397-190a-4830-83c7-ff535efe0b86", "evidence": "table/data: Affiliate Transactions in the Energy Sector", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:23:36.562126+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "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": "b6ca442e-b045-4c9f-89e4-d0dfdbea1989", "evidence": "list/bullet: Key Items and Workplan Checklist", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:23:31.488712+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": "Storytelling: audience calibration", "slug": "audience", "status": "active", "bestFor": null, "canonId": "019df269-23ea-723a-87c0-af1d78d702d2", "version": 1, "bodyDocId": "019df269-23c5-72ec-8b94-78fc1da7b656", "description": "The same thesis, written for four different audiences, produces four", "familyLabel": "narrative-block", "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "agent": "storyteller", "layer": "slide", "agents": [ "storyteller" ], "matchId": "19103bdb-846a-44df-a624-0d2ddfde4545", "evidence": "The Special Committee has the support and focus of Goldman Sachs to the highest levels of our firm", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:23:31.564661+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "52f9620d-6e91-4316-a833-fa2774b69b4e", "evidence": "Summary of Management Guidance on AM and", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:23:31.676455+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": "Slide recipe: the peer-gap chart", "slug": "peer-gap-chart-recipe", "status": "active", "bestFor": null, "canonId": "019df269-2b04-75bc-ad85-e0179264bdd7", "version": 1, "bodyDocId": "019df269-2ae1-771d-9cd1-193a2e25f21c", "description": "The single most-copied slide in activism. This is the exact layout, used", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "8d6431c5-693b-4b83-841b-010ef32790df", "evidence": "chart/line: Line chart showing total returns for AM, NBLX, RMP, HESM, WES, EQM, CNNX, ENLK", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 23:23:31.750941+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "ec7be6a9-c661-4dd3-ac05-76911274b05d", "evidence": "chart/bar-vertical: Premium to 1-Day Prior Closing Price", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:23:31.861742+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": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "c8300dbb-445e-42eb-a595-4a618d0c9c93", "evidence": "chart/bar-grouped: Grouped bar chart showing NTM Yield (%) for GP and MLP across 12 transactions.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:23:31.937947+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": "Comparison frame", "slug": "comparison-frame", "status": "active", "bestFor": null, "canonId": "019dd9e1-484b-7399-a4fc-d14644b99f93", "version": 1, "bodyDocId": null, "description": "Two or more states/subjects placed side by side to expose a gap.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "0dccedd6-66e7-48d7-8cec-b91321fa49f3", "evidence": "table/data: Comparison of Chapter IV and Sailingstone Capital shareholder letters across Ownership, Assertions, Goals, and Proposals.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:23:32.012712+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": "cf08b227-3fa5-4136-b166-583e433feb98", "evidence": "Central node connected to peripheral nodes representing service offerings", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 15:32:43.715+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "frameworkName": "hub-spoke" }, { "matchId": "2761dbdf-7fcc-4ec4-978f-1383ebdc4d09", "evidence": "Structured table presenting capabilities against evidence and relevance.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 14:20:29.382+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "frameworkName": "evidence-matrix" }, { "matchId": "9688652b-07d5-4d69-a426-025cf298ca0e", "evidence": "Comparing Antero's growth profile against precedent restructuring transactions.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 14:20:30.393+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "frameworkName": "comparison_frame" }, { "matchId": "64b18f7f-8c6e-470d-84ca-47f61c627228", "evidence": "The slide organizes drivers by priority (Primary vs Secondary) and maps them to specific outcomes.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 14:20:30.055+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "frameworkName": "logical-chain" } ], "patterns": [] }, "storymakers": null, "score": { "backend": "codex", "scoredAt": "2026-05-03 01:23:13.872+00", "subScores": { "scqa_arc": 60, "action_titles": 55, "mece_structure": 68, "closing_strength": 70, "evidence_quality": 78, "clarity_of_thesis": 45, "production_quality": 74, "visual_storytelling": 74 }, "totalScore": 66, "coveragePct": 96, "explanations": { "scqa_arc": "The deck implies a Situation-Complication-Answer arc around a special committee evaluating a complex transaction, but the Question is not explicit and the middle reads partly as an analytical pitch-book dump.", "action_titles": "Action-title discipline is mixed, with persuasive sentences on slides 6-8 but many topic labels elsewhere; example: slide 12, \"Antero Midstream Family Trading and Valuation.\"", "mece_structure": "The agenda on slide 5 is mostly MECE across qualifications, special committee approach, observations, and next steps, though credibility proof overlaps across slides 6-9 and 17.", "closing_strength": "Slide 16 provides practical next steps and slide 17 restates the advisor recommendation, but the deck then continues into appendix material instead of ending on a crisp decision ask.", "evidence_quality": "Most major claims are supported with rankings, relevant transaction experience, market data, and precedent analyses on slides 8-15 and 20-27, though some advisor-quality claims remain assertion-led.", "clarity_of_thesis": "The central argument that Goldman Sachs is the right advisor is clear by slides 6-8 and 17, but the first five slides are mostly cover, disclosure, team, conflicts, and agenda rather than a declarative thesis.", "production_quality": "Production is polished and consistent with investment-bank materials, with strong chart and footnote discipline, but action-title density and white space suffer on dense data and appendix slides.", "visual_storytelling": "The deck generally uses appropriate tools, including the hub-and-spoke capability diagram on slide 6, ranking charts on slide 8, valuation charts on slides 12-14, and precedent tables on slides 15 and 22." }, "slidesAnalyzed": 26 }, "review": { "backend": "claude", "verdict": "A textbook bulge-bracket pitch book that is structurally competent but rhetorically front-loaded with credentialing — a middling Storymakers exemplar whose analysis section hints at the methodology while the framing slides actively work against it.", "reviewedAt": "2026-05-03 02:55:56.808+00", "slidesSeen": 27, "suggestions": [ "Replace slides 1-5 with a one-slide governing thought (e.g., 'A simplification of the Antero family is now actionable — here is the case and the process') so the thesis lands before page 5.", "Rewrite chart titles on slides 12, 13, 20, 21, 22, 23, 25 from descriptive labels into declarative findings (e.g., 'Historical Exchange Ratio' → 'AMGP has consistently traded at a premium to AM since IPO, narrowing the simplification gap').", "Collapse slides 6-9 and 17 into a single, tighter credentials block and use the recovered space for a missing 'recommended path forward' slide that names the transaction structure GS would advise.", "Promote the slide-14 callout pattern ('Analysts expected more robust growth', 'More equity needed') across the analysis section — a callout per chart is the seed of a Storymakers action title.", "Add a complication slide between 11 and 12 that frames the central tension (e.g., 'AMGP's IDR growth has stalled vs. precedent — the Committee must choose between waiting, restructuring, or buy-in') so the analysis that follows answers a stated question." ], "closingScore": 55, "openingScore": 35, "topStrengths": [ "Clear pillar structure signposted by the agenda on slide 5 and followed in order through slide 16", "A handful of genuinely declarative action titles (slides 6, 7, 17, 27) that state a position rather than label content", "Slide 14 pairs a comparative chart with insight callouts ('Analysts expected more robust growth', 'More equity needed') — closest the deck gets to chart-as-argument" ], "topWeaknesses": [ "Opening 5 slides are pure front-matter — no thesis, no stakes, no Antero-specific hook before slide 11", "Slides 6-10 and slide 17 say the same thing twice ('GS is qualified'), bracketing the analysis with redundant self-promotion instead of with a problem statement and a recommendation", "Analytical slides 12, 13, 20, 21, 22 use topic-label titles that describe the chart rather than state what the data implies for the Special Committee's decision" ], "narrativeScore": 55, "pillarCritique": "The agenda on slide 5 names four pillars (why GS, how we work with special committees, initial observations, next steps) and slides 6-16 do follow that order, but the pillars are topic buckets (about GS, about process, about Antero) rather than MECE answers to a single decision question. Sections 1 and 4 (slides 6-9 and 17) overlap heavily.", "closingCritique": "Slide 16 ('Potential Next Steps') and slide 17 ('Goldman Sachs Is Uniquely Qualified…') do close the body, but the deck lands on a credentialing restatement rather than a pointed recommendation or memorable line. Slide 17 is also largely redundant with slide 7, weakening the close.", "openingCritique": "The first 5 slides are entirely procedural (cover, disclaimer, team bio, conflicts disclosure, agenda) — no thesis, no stakes, no hook. The reader has to wait until slide 6 for any substantive claim and until slide 11 for anything Antero-specific.", "extractionSeconds": 89.573, "narrativeCritique": "The arc is front-loaded with credentialing (slides 3-10) before any client-specific tension surfaces on slide 11, then jumps into analysis (12-15) and ends on a self-promotional restatement (17) rather than a recommendation — closer to an analytical-dump than a clean S→C→A→R. Setup and complication are anemic; no slide explicitly frames the decision the Special Committee must make.", "titleQualityScore": 55, "titleQualityCritique": "Roughly half the titles are declarative claims (slide 7 'GS is Uniquely Qualified…', slide 27 'Intra-Family Transactions Have the Potential to Be Executed Quickly') but the analytical core is dominated by topic labels — slide 13 'AM and AMGP Y.o.Y Distribution Growth and Yield Comparison', slide 20 'Total Returns for Midstream Peers', slide 21 'Historical Exchange Ratio', slide 22 'Precedent Transactions' — that describe content without delivering an insight." }, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/xRi3XmVJadv8f1Ex5FQX_zjeyNjCTTtm9WwUJ7UnBHE/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy80YjhmMTE0MDM0MzcyZTQ0NDQ0YzkwZDliMGVmYjlmNC9wMDAxLmpwZw", "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": "balanced", "densityScore": 34, "componentCount": 6, "textChars": 269, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:20:28.51+00", "seconds": 2.73, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-8fdf-7788-b02b-62cbef3fd46f/1", "deck": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f", "deckAnchor": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f#slide-1", "deckJson": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.74, "x": 0.13, "y": 0.895 }, "kind": "disclaimer", "text": "PRIVATE AND CONFIDENTIAL. This document is being sent to you for your information only as an investment banking client of Goldman Sachs...", "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 14:20:28.51+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d8c8945-4b8b-4816-8edf-54e3f60d7598", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.11, "x": 0.04, "y": 0.07 }, "kind": "image", "text": "Goldman Sachs 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 14:20:28.51+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "07245f32-f45b-4d70-87a6-ce5d14f5c1ac", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.43, "x": 0.13, "y": 0.355 }, "kind": "image", "text": "Antero Midstream GP 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 14:20:28.51+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1cb1fc59-68b6-4d56-9a27-b3abd8ae1264", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.13, "y": 0.635 }, "kind": "paragraph", "text": "March 1, 2018", "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 14:20:28.51+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8d3c2869-d1c9-4fd6-926b-14e6b9b16fec", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.74, "x": 0.13, "y": 0.285 }, "kind": "title", "text": "Discussion Materials For The Special Committee of", "attrs": null, "canon": { "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 14:20:28.51+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "845cb8d2-9b99-4ab5-a070-bf2d2f7bb417", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.17, "x": 0.79, "y": 0.08 }, "kind": "title", "text": "INVESTMENT BANKING DIVISION", "attrs": null, "canon": { "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 14:20:28.51+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f2a18f67-38e7-4c99-8331-0dcd5a29848c", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "100186f2-c72b-4411-affb-d44fa8bf37ad", "evidence": "This is a cover slide with title, subtitle and headline.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:23:24.771651+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 5, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 1, "name": "Situation & Context", "beatId": "92f0ca51-0367-4478-b9c2-d5715b607f60", "matchId": "fef75ecb-c9d9-454f-b5b8-5421f4464f79", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "The document sets the stage with a cover page, disclaimer, team bio, and agenda.", "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/w3R8X4-Vce3g8B2T9-QAV8VdMUm-PY50KnqIfXkTKNs/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy80YjhmMTE0MDM0MzcyZTQ0NDQ0YzkwZDliMGVmYjlmNC9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/2iMn8Z0k_Pxv2sqIPJVLC9tlGpNa60MMzPx1hYAeRxE/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy80YjhmMTE0MDM0MzcyZTQ0NDQ0YzkwZDliMGVmYjlmNC9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/nI1hCgDFDYvaiBK9NIRL1svMDRFYtHtd0JMjSVHNQ1Y/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy80YjhmMTE0MDM0MzcyZTQ0NDQ0YzkwZDliMGVmYjlmNC9wMDAxLnBuZw" }, { "page": 2, "type": "setup", "function": "front_matter", "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": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 12, "componentCount": 3, "textChars": 211, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:20:28.655+00", "seconds": 2.788, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-8fdf-7788-b02b-62cbef3fd46f/2", "deck": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f", "deckAnchor": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f#slide-2", "deckJson": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.91, "x": 0.045, "y": 0.21 }, "kind": "disclaimer", "text": "These materials have been prepared and are provided by Goldman Sachs on a confidential basis solely for the information and assistance of the Special Committee of the Board of Directors...", "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 14:20:28.655+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f6c4eb06-4fa5-4862-9328-0928dab0d22e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.11, "x": 0.045, "y": 0.07 }, "kind": "image", "text": "Goldman Sachs", "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 14:20:28.655+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a35c3e4a-1eac-4460-adca-f86287c2e24c", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.132, "y": 0.075 }, "kind": "title", "text": "Disclaimer", "attrs": null, "canon": { "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 14:20:28.655+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8dc67d52-777e-441d-b871-64a6c99fa774", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 5, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 1, "name": "Situation & Context", "beatId": "92f0ca51-0367-4478-b9c2-d5715b607f60", "matchId": "fef75ecb-c9d9-454f-b5b8-5421f4464f79", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "The document sets the stage with a cover page, disclaimer, team bio, and agenda.", "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", "title": "The slide uses color-coded boxes to group team members by their specific coverage areas (Senior Sponsorship, Global M&A, Industry Coverage, ECM, Lev Fin, Commod", "function": "other", "rawType": "team_bio", "block": null, "metadata": { "slideType": "team_bio", "slideTypeCanon": { "name": "Team bio", "slug": "team_bio", "status": "active", "canonId": "019de52d-0a7d-7394-ae5b-037478e71f1e", "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": "dense", "densityScore": 57, "componentCount": 13, "textChars": 200, "nDataPoints": 0, "notes": "The slide uses color-coded boxes to group team members by their specific coverage areas (Senior Sponsorship, Global M&A, Industry Coverage, ECM, Lev Fin, Commodities).", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:20:30.549+00", "seconds": 4.659, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-8fdf-7788-b02b-62cbef3fd46f/3", "deck": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f", "deckAnchor": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f#slide-3", "deckJson": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.11, "x": 0.42, "y": 0.6 }, "kind": "image", "text": "Chrissy Benson", "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": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:20:30.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "03f3a1bb-0ae1-421b-a90a-aebc793a11c7", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.11, "x": 0.81, "y": 0.6 }, "kind": "image", "text": "Ann Cooper", "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": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:20:30.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2174a361-62d5-413b-86b3-ae4d96613e74", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.11, "x": 0.7, "y": 0.29 }, "kind": "image", "text": "Hank Hilliard", "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": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:20:30.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "387772e1-1ba4-44d3-aa26-1587e4b62307", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.11, "x": 0.57, "y": 0.29 }, "kind": "image", "text": "Michael Casey", "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": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:20:30.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "604ae574-b1a2-4b64-a50b-cea20a9f6c2a", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.11, "x": 0.37, "y": 0.29 }, "kind": "image", "text": "Michael Carr", "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": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:20:30.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "62a9ce37-4b90-4aca-8997-f99c8bdf7196", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.11, "x": 0.81, "y": 0.6 }, "kind": "image", "text": "Olympia McNerney", "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": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:20:30.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "66ce341c-0631-4906-8da9-4cc735af8c7b", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.11, "x": 0.12, "y": 0.29 }, "kind": "image", "text": "John Waldron", "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": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:20:30.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6b4936a2-3ffb-4eca-ba36-29b28d1ea1e5", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.11, "x": 0.24, "y": 0.6 }, "kind": "image", "text": "Bruce Schwartz", "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": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:20:30.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "95811325-5f5e-471b-9d6f-7449ba99d300", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.11, "x": 0.83, "y": 0.29 }, "kind": "image", "text": "Dan Korich", "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": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:20:30.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bb751abb-319e-474b-b2af-e75d10ffb12c", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.11, "x": 0.6, "y": 0.6 }, "kind": "image", "text": "Narayanan Radhakrishnan", "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": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:20:30.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c48f7f8f-3ae1-4a2d-ac96-8efb419fae6b", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.07, "x": 0.04, "y": 0.06 }, "kind": "image", "text": "Goldman Sachs", "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 14:20:30.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bf5c4e10-c238-448b-b35f-0ea74124c6bb", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.15, "x": 0.79, "y": 0.07 }, "kind": "paragraph", "text": "INVESTMENT BANKING DIVISION", "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 14:20:30.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b1a2247d-a391-474d-9fe3-27243c771172", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.3, "x": 0.13, "y": 0.07 }, "kind": "title", "text": "Your Goldman Sachs Team", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:20:30.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "63a89406-b749-4999-bb91-7aa872045fbd", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 5, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 1, "name": "Situation & Context", "beatId": "92f0ca51-0367-4478-b9c2-d5715b607f60", "matchId": "fef75ecb-c9d9-454f-b5b8-5421f4464f79", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "The document sets the stage with a cover page, disclaimer, team bio, and agenda.", "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", "title": "The slide uses a matrix-like structure to demonstrate the absence of conflicting business relationships.", "function": "summarize", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 26, "componentCount": 4, "textChars": 418, "nDataPoints": 0, "notes": "The slide uses a matrix-like structure to demonstrate the absence of conflicting business relationships.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:20:31.732+00", "seconds": 5.772, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-8fdf-7788-b02b-62cbef3fd46f/4", "deck": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f", "deckAnchor": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f#slide-4", "deckJson": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.735, "x": 0.132, "y": 0.81 }, "kind": "callout", "text": "Additionally, AMGP's Goldman Sachs team is focused on providing high-quality advice to AMGP and our professionals are not directly compensated based on any specific transaction or course of action", "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 14:20:31.732+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fc42bafd-3a8f-4a09-906a-ae692d67aa46", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.735, "x": 0.132, "y": 0.225 }, "kind": "paragraph", "text": "Over the past 5 years, Goldman has performed the following work across the Antero family of companies:", "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 14:20:31.732+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "87386d19-7a77-43be-b4c3-75dfc6e9c20d", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.735, "x": 0.132, "y": 0.33 }, "kind": "table", "text": "Matrix showing AR, AM, AMGP columns against IBD and Lending/Hedging rows with status indicators.", "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 14:20:31.732+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6ee546d9-17c6-4b11-b087-85b9a736141d", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.265, "x": 0.132, "y": 0.078 }, "kind": "title", "text": "No Conflicts of Interest", "attrs": null, "canon": { "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 14:20:31.732+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cee46fcd-f1e0-4c88-b949-a3ec34ea7b98", "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": "b3650b3c-5936-445a-992a-08b5349ada59", "evidence": "table/data: Matrix showing AR, AM, AMGP columns against IBD and Lending/Hedging rows with status indicators.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:23:36.263967+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 5, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 1, "name": "Situation & Context", "beatId": "92f0ca51-0367-4478-b9c2-d5715b607f60", "matchId": "fef75ecb-c9d9-454f-b5b8-5421f4464f79", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "The document sets the stage with a cover page, disclaimer, team bio, and agenda.", "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": 5, "type": "setup", "function": "summarize", "rawType": "agenda", "block": null, "metadata": { "slideType": "agenda", "slideTypeCanon": { "name": "Agenda", "slug": "agenda", "status": "active", "canonId": "019de52d-061b-7470-b138-3ffa5e612cce", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 30, "componentCount": 3, "textChars": 647, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:20:31.532+00", "seconds": 5.518, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-8fdf-7788-b02b-62cbef3fd46f/5", "deck": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f", "deckAnchor": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f#slide-5", "deckJson": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.28, "x": 0.13, "y": 0.25 }, "kind": "list", "text": "Why GS; How Goldman Sachs Works With a Special Committee; Initial Observations; Potential Next Steps", "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 14:20:31.532+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "19665461-e1c2-416f-a414-5a30a02be107", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.45, "x": 0.49, "y": 0.25 }, "kind": "list", "text": "#1 Global, U.S. and Energy M&A advisor; Significant Special Committee experience; Significant expertise in midstream/MLPs; Deep understanding of Appalachian Basin; GS brings a deep experience set; Understand likely investor reaction; Conduct due diligence; Fully analyze any proposed transaction; Consider alternatives; Negotiate definitive agreements; Create a strong record of process; Divergent valuation of AM and AMGP; Relatively early in IDR life-cycle; Pro forma tax profile will be an important consideration", "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 14:20:31.532+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d980fb5c-2e5f-41ac-8572-c8c16d1a3aa2", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.38, "x": 0.13, "y": 0.07 }, "kind": "title", "text": "Introduction and Today's Agenda", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:20:31.532+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1d1b1233-b453-405b-9f68-e50210275c80", "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": "a6011324-c317-4b08-9e7f-f85147044347", "evidence": "list/bullet: #1 Global, U.S. and Energy M&A advisor; Significant Special Committee experience; Significant expertise in midstream/MLPs; Deep understanding of Appalachian Basin; GS brings a deep experience set; Understand", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 23:23:36.33867+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 5, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 1, "name": "Situation & Context", "beatId": "92f0ca51-0367-4478-b9c2-d5715b607f60", "matchId": "fef75ecb-c9d9-454f-b5b8-5421f4464f79", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "The document sets the stage with a cover page, disclaimer, team bio, and agenda.", "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": 6, "type": "appendix", "title": "The slide uses a hub-and-spoke layout to position the client (Antero Midstream GP) at the center of Goldman Sachs' service offerings.", "function": "present_solution", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "sparse", "densityScore": 17, "componentCount": 3, "textChars": 303, "nDataPoints": 0, "notes": "The slide uses a hub-and-spoke layout to position the client (Antero Midstream GP) at the center of Goldman Sachs' service offerings.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 15:32:43.715+00", "seconds": 6.245, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-8fdf-7788-b02b-62cbef3fd46f/6", "deck": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f", "deckAnchor": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f#slide-6", "deckJson": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f.json" }, "components": [ { "bbox": { "h": 0.07, "w": 0.76, "x": 0.12, "y": 0.22 }, "kind": "callout", "text": "Complete range of expertise across M&A, capital markets, and the energy sector to help the Special Committee navigate the transaction ahead", "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 15:32:43.715+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b988ef62-c436-4f8d-b0b7-8a50f5935d65", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.76, "x": 0.12, "y": 0.32 }, "kind": "diagram", "text": "Antero Midstream GP Special Committee at center with 7 surrounding expertise boxes", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Hub and spoke", "slug": "hub-spoke", "status": "active", "canonId": "019de52d-04db-73e6-81ca-a234f2f23fc1", "version": 1, "description": null }, "framework": null }, "subkind": "hub-spoke", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:32:43.715+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4f11e0b5-c68b-4f63-8e7e-5beb1927114e", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.6, "x": 0.12, "y": 0.07 }, "kind": "title", "text": "Goldman Sachs Brings a Broad Based Skill Set to Evaluate Any Potential Transaction", "attrs": null, "canon": { "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 15:32:43.715+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "41e18bcb-ec33-4077-8534-bc6418669175", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "cf08b227-3fa5-4136-b166-583e433feb98", "evidence": "Central node connected to peripheral nodes representing service offerings", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 15:32:43.715+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "frameworkName": "hub-spoke" } ], "arcBeats": [ { "to": 11, "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": 6, "name": "Problem & Complication", "beatId": "8ae40da3-c355-45e1-bade-d803830bbf20", "matchId": "fef75ecb-c9d9-454f-b5b8-5421f4464f79", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "Goldman Sachs highlights their unique qualifications and relevant experience to address the Special Committee's needs.", "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": 17, "from": 6, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "1642b437-0688-400f-85e7-2a7dd7b65443", "evidence": "The document presents their broad-based skill set, relevant experience, and unparalleled advisory franchise.", "position": 0, "objective": "Why Goldman Sachs is uniquely qualified to advise the Special Committee", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:06:36.966093+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 7, "type": "evidence", "title": "The slide uses a structured table format to build credibility through past transaction experience and specific advisory strengths.", "function": "cite_precedent", "rawType": "client_example", "block": null, "metadata": { "slideType": "client_example", "slideTypeCanon": { "name": "Client example", "slug": "client_example", "status": "active", "canonId": "019de52d-0c87-77cb-9867-613ae22e95ac", "version": 1, "description": null }, "function": "cite_precedent", "functionCanon": { "name": "Cite precedent", "slug": "cite_precedent", "status": "active", "canonId": "019de52d-142b-714b-86d4-58aad7b568ec", "version": 1, "description": null }, "density": "sparse", "densityScore": 13, "componentCount": 3, "textChars": 215, "nDataPoints": 0, "notes": "The slide uses a structured table format to build credibility through past transaction experience and specific advisory strengths.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:20:29.382+00", "seconds": 2.862, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-8fdf-7788-b02b-62cbef3fd46f/7", "deck": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f", "deckAnchor": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f#slide-7", "deckJson": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.08, "x": 0.04, "y": 0.07 }, "kind": "image", "text": "Goldman Sachs 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 14:20:29.382+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "198af0b9-8450-42ae-b886-5bb8f775e292", "parentComponentId": null }, { "bbox": { "h": 0.72, "w": 0.92, "x": 0.05, "y": 0.2 }, "kind": "table", "text": "Table comparing Key Capabilities, Transaction Experience, Key Takeaways, and Relevance to AMGP across 5 rows.", "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 14:20:29.382+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ea113c5e-cd30-4f94-95a9-2320e76119af", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.6, "x": 0.13, "y": 0.07 }, "kind": "title", "text": "Goldman Sachs is Uniquely Qualified to Help The Special Committee of Antero Midstream GP", "attrs": null, "canon": { "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 14:20:29.382+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5548b1c8-1713-4c39-8d1e-f41ba3eae8d0", "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": "4d664756-6ffd-48bf-891d-151c8c146b8f", "evidence": "table/data: Table comparing Key Capabilities, Transaction Experience, Key Takeaways, and Relevance to AMGP across 5 rows.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:23:36.450076+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "2761dbdf-7fcc-4ec4-978f-1383ebdc4d09", "evidence": "Structured table presenting capabilities against evidence and relevance.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 14:20:29.382+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "frameworkName": "evidence-matrix" } ], "arcBeats": [ { "to": 11, "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": 6, "name": "Problem & Complication", "beatId": "8ae40da3-c355-45e1-bade-d803830bbf20", "matchId": "fef75ecb-c9d9-454f-b5b8-5421f4464f79", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "Goldman Sachs highlights their unique qualifications and relevant experience to address the Special Committee's needs.", "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": 17, "from": 6, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "1642b437-0688-400f-85e7-2a7dd7b65443", "evidence": "The document presents their broad-based skill set, relevant experience, and unparalleled advisory franchise.", "position": 0, "objective": "Why Goldman Sachs is uniquely qualified to advise the Special Committee", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:06:36.966093+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 8, "type": "setup", "title": "The slide uses a combination of ranking tables and bar charts to establish market dominance.", "function": "compare_peers", "rawType": "competitive_analysis", "block": null, "metadata": { "slideType": "competitive_analysis", "slideTypeCanon": { "name": "Competitive analysis", "slug": "competitive_analysis", "status": "active", "canonId": "019de52d-093e-776b-94c6-c1573f5f1a31", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "dense", "densityScore": 62, "componentCount": 7, "textChars": 545, "nDataPoints": 20, "notes": "The slide uses a combination of ranking tables and bar charts to establish market dominance.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:20:35.197+00", "seconds": 8.473, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-8fdf-7788-b02b-62cbef3fd46f/8", "deck": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f", "deckAnchor": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f#slide-8", "deckJson": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.41, "x": 0.54, "y": 0.22 }, "kind": "chart", "text": "Global M&A (2010-2018 YTD) market share and deal count by firm.", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:20:35.197+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "149155a5-6100-4dff-945b-caeb7e5f8042", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.41, "x": 0.54, "y": 0.55 }, "kind": "chart", "text": "Global Energy M&A (2011-2018 YTD) market share and deal count by firm.", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:20:35.197+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e17e50eb-9f4e-4af8-9fc5-b104bf700c97", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.88 }, "kind": "disclaimer", "text": "Source: DealLogic, FactSet, Public sources. Includes U.S. companies with market cap >$500mm facing activism...", "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 14:20:35.197+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "55c05f85-5502-45d6-a147-4cec5d312de5", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.38, "x": 0.13, "y": 0.55 }, "kind": "list", "text": "Notable Recent Special Committee Advisory Roles including GGP, HSN, Black Knight, Reynolds American, Yahoo, and Energy Transfer.", "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 14:20:35.197+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b22fabfa-c466-41e0-9c25-fd1e8901377a", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.38, "x": 0.13, "y": 0.225 }, "kind": "table", "text": "Goldman Sachs M&A Franchise (2008-2018 YTD) rankings for Global M&A, U.S. M&A, and Global Energy M&A.", "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 14:20:35.197+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8193227d-3a33-441f-9f7d-653a0f8257e7", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.45, "x": 0.13, "y": 0.07 }, "kind": "title", "text": "Goldman Sachs' Unparalleled Advisory Franchise", "attrs": null, "canon": { "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 14:20:35.197+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8a23b020-6812-453c-89d0-898f05d04a87", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.15, "x": 0.79, "y": 0.08 }, "kind": "title", "text": "INVESTMENT BANKING DIVISION", "attrs": null, "canon": { "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 14:20:35.197+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4eec1bc5-5638-42ad-a7b1-9337638ca2f5", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 11, "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": 6, "name": "Problem & Complication", "beatId": "8ae40da3-c355-45e1-bade-d803830bbf20", "matchId": "fef75ecb-c9d9-454f-b5b8-5421f4464f79", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "Goldman Sachs highlights their unique qualifications and relevant experience to address the Special Committee's needs.", "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": 17, "from": 6, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "1642b437-0688-400f-85e7-2a7dd7b65443", "evidence": "The document presents their broad-based skill set, relevant experience, and unparalleled advisory franchise.", "position": 0, "objective": "Why Goldman Sachs is uniquely qualified to advise the Special Committee", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:06:36.966093+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 9, "type": "evidence", "title": "The slide uses a grid-based layout to categorize transaction experience into three distinct pillars.", "function": "cite_precedent", "rawType": "client_example", "block": null, "metadata": { "slideType": "client_example", "slideTypeCanon": { "name": "Client example", "slug": "client_example", "status": "active", "canonId": "019de52d-0c87-77cb-9867-613ae22e95ac", "version": 1, "description": null }, "function": "cite_precedent", "functionCanon": { "name": "Cite precedent", "slug": "cite_precedent", "status": "active", "canonId": "019de52d-142b-714b-86d4-58aad7b568ec", "version": 1, "description": null }, "density": "dense", "densityScore": 66, "componentCount": 8, "textChars": 467, "nDataPoints": 18, "notes": "The slide uses a grid-based layout to categorize transaction experience into three distinct pillars.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:20:30.212+00", "seconds": 3.453, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-8fdf-7788-b02b-62cbef3fd46f/9", "deck": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f", "deckAnchor": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f#slide-9", "deckJson": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.46, "x": 0.49, "y": 0.48 }, "kind": "callout", "text": "GS has extensive Appalachian Basin knowledge and experience", "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 14:20:30.212+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "01069c9b-beca-4119-b031-489b3f05961f", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.43, "x": 0.05, "y": 0.83 }, "kind": "callout", "text": "The GS team has extensive experience with affiliate transactions and MLP restructurings", "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 14:20:30.212+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "25433627-96e9-4256-9f42-dec54f9a1f9a", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.46, "x": 0.49, "y": 0.79 }, "kind": "callout", "text": "GS led 2 of the 3 MLP IPOs in 2017...and led 3 of the 4 most recent GP IPOs", "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 14:20:30.212+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5071bc41-b5b3-49ef-86f3-7003ea75f154", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.3, "x": 0.05, "y": 0.89 }, "kind": "legend", "text": "* Indicates transactions where members of the GS team advised", "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 14:20:30.212+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0fef7bc9-334b-4bcc-b89d-c0c31a96a318", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.43, "x": 0.05, "y": 0.23 }, "kind": "table", "text": "Affiliate Transactions in the Energy Sector", "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 14:20:30.212+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "48c9f0da-1e71-4da9-80b8-cf9ed44becd1", "parentComponentId": null }, { "bbox": { "h": 0.23, "w": 0.46, "x": 0.49, "y": 0.55 }, "kind": "table", "text": "Midstream Structuring and Financing", "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 14:20:30.212+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6028e519-93eb-48c9-9448-3f009a6c0de9", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.46, "x": 0.49, "y": 0.23 }, "kind": "table", "text": "Appalachian Basin Transaction Expertise", "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 14:20:30.212+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "60afe3b4-5e23-40c2-a9e7-2ad4a5adf692", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.13, "y": 0.07 }, "kind": "title", "text": "Our Specific Experience Relevant to the Antero Family and Its Boards", "attrs": null, "canon": { "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 14:20:30.212+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e38c2694-588d-40f6-bec7-2d32e226641c", "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": "b355d397-190a-4830-83c7-ff535efe0b86", "evidence": "table/data: Affiliate Transactions in the Energy Sector", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:23:36.562126+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 11, "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": 6, "name": "Problem & Complication", "beatId": "8ae40da3-c355-45e1-bade-d803830bbf20", "matchId": "fef75ecb-c9d9-454f-b5b8-5421f4464f79", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "Goldman Sachs highlights their unique qualifications and relevant experience to address the Special Committee's needs.", "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": 17, "from": 6, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "1642b437-0688-400f-85e7-2a7dd7b65443", "evidence": "The document presents their broad-based skill set, relevant experience, and unparalleled advisory franchise.", "position": 0, "objective": "Why Goldman Sachs is uniquely qualified to advise the Special Committee", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:06:36.966093+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 10, "type": "setup", "title": "The slide outlines the advisory scope for a special committee in a transaction context.", "function": "present_solution", "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_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "balanced", "densityScore": 26, "componentCount": 3, "textChars": 525, "nDataPoints": 0, "notes": "The slide outlines the advisory scope for a special committee in a transaction context.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:20:29.049+00", "seconds": 2.27, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-8fdf-7788-b02b-62cbef3fd46f/10", "deck": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f", "deckAnchor": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f#slide-10", "deckJson": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f.json" }, "components": [ { "bbox": { "h": 0.07, "w": 0.75, "x": 0.13, "y": 0.72 }, "kind": "callout", "text": "Along with counsel, create a strong process record", "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 14:20:29.049+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "00a759e8-f6cc-46e0-9ec0-a478793d3e2e", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.75, "x": 0.12, "y": 0.25 }, "kind": "list", "text": "1. Assess financial forecasts and conduct due diligence on the business\n2. Analyze the potential transaction proposal and consider alternatives as appropriate\n3. Consider potential value implications and shareholder reaction\n4. Develop transaction negotiation strategy and assist in liaising with counterparty\n5. Assist in negotiating definitive agreements, if transaction moves forward\n6. Assist with market communications, 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": "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 14:20:29.049+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d0bfa267-793f-4c31-908a-b28b75ed4592", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.45, "x": 0.13, "y": 0.07 }, "kind": "title", "text": "GS Role As Special Committee Advisor", "attrs": null, "canon": { "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 14:20:29.049+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dcc1694e-bc21-44d5-a619-6b68abf34035", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 11, "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": 6, "name": "Problem & Complication", "beatId": "8ae40da3-c355-45e1-bade-d803830bbf20", "matchId": "fef75ecb-c9d9-454f-b5b8-5421f4464f79", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "Goldman Sachs highlights their unique qualifications and relevant experience to address the Special Committee's needs.", "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": 17, "from": 6, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "1642b437-0688-400f-85e7-2a7dd7b65443", "evidence": "The document presents their broad-based skill set, relevant experience, and unparalleled advisory franchise.", "position": 0, "objective": "Why Goldman Sachs is uniquely qualified to advise the Special Committee", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:06:36.966093+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 11, "type": "analysis", "title": "Goldman Sachs Investment Banking Division slide.", "function": "diagnose", "rawType": "diagnosis", "block": null, "metadata": { "slideType": "diagnosis", "slideTypeCanon": { "name": "Diagnosis", "slug": "diagnosis", "status": "active", "canonId": "019de52d-0cd7-7212-898f-0464041ff8d8", "version": 1, "description": null }, "function": "diagnose", "functionCanon": { "name": "Diagnose", "slug": "diagnose", "status": "active", "canonId": "019de52d-1657-7223-acc5-7437d878c850", "version": 1, "description": null }, "density": "dense", "densityScore": 50, "componentCount": 5, "textChars": 811, "nDataPoints": 2, "notes": "Goldman Sachs Investment Banking Division slide.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:20:29.47+00", "seconds": 2.643, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-8fdf-7788-b02b-62cbef3fd46f/11", "deck": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f", "deckAnchor": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f#slide-11", "deckJson": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.8, "x": 0.13, "y": 0.4 }, "kind": "list", "text": "Financial Impact: Divergent valuation between AMGP (2.8% yield) and AM (6.5% yield) will drive divergent cash flow impacts; Investor view of growth profile requires consideration of pro forma trading levels.", "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 14:20:29.47+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "004fde5f-d60e-4986-8fbe-7206adb77c0b", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.8, "x": 0.13, "y": 0.56 }, "kind": "list", "text": "Tax Considerations: Exchange of taxable AMGP units for pass-through AM units would create a taxable transaction; AMGP would receive value of step-up in basis, creating tax shield.", "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 14:20:29.47+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "64e892bc-4136-4852-944f-9c9e7766bbab", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.8, "x": 0.13, "y": 0.22 }, "kind": "list", "text": "Projections: Midstream cash flows to LP and GP driven by Antero Resources production growth; Growth profile makes intrinsic value sensitive to financial projections; Important to consider implications of forecast case(s).", "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 14:20:29.47+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "87d098dd-6139-4f0e-98f6-71b951d137d2", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.8, "x": 0.13, "y": 0.72 }, "kind": "list", "text": "Process and Other Considerations: Treatment of Series A and B interests; Special Committee evaluation scope; Anticipated timetable; Governance/ownership changes.", "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 14:20:29.47+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8b1f0761-8ba5-4fd9-bf75-1c92450d647a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.13, "y": 0.07 }, "kind": "title", "text": "Antero Midstream GP Specific 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 14:20:29.47+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a3d5428e-4777-485b-bc42-d3fdf46b9f21", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 11, "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": 6, "name": "Problem & Complication", "beatId": "8ae40da3-c355-45e1-bade-d803830bbf20", "matchId": "fef75ecb-c9d9-454f-b5b8-5421f4464f79", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "Goldman Sachs highlights their unique qualifications and relevant experience to address the Special Committee's needs.", "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": 17, "from": 6, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "1642b437-0688-400f-85e7-2a7dd7b65443", "evidence": "The document presents their broad-based skill set, relevant experience, and unparalleled advisory franchise.", "position": 0, "objective": "Why Goldman Sachs is uniquely qualified to advise the Special Committee", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:06:36.966093+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 12, "type": "setup", "title": "Includes valuation multiples (FV/EBITDA, Price/LP DCF), yield, and distribution growth projections.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 36, "componentCount": 5, "textChars": 291, "nDataPoints": 48, "notes": "Includes valuation multiples (FV/EBITDA, Price/LP DCF), yield, and distribution growth projections.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:20:29.286+00", "seconds": 2.446, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-8fdf-7788-b02b-62cbef3fd46f/12", "deck": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f", "deckAnchor": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f#slide-12", "deckJson": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f.json" }, "components": [ { "bbox": { "h": 0.3, "w": 0.4, "x": 0.55, "y": 0.22 }, "kind": "chart", "text": "Relative Share 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 14:20:29.286+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "23c9318c-0f27-4e7e-809b-d9e13d430d20", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.4, "x": 0.55, "y": 0.56 }, "kind": "chart", "text": "Historical Exchange Ratio (AM/AMGP)", "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 14:20:29.286+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c20f61e6-a7a5-45a4-bb13-60f409802fdb", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.1, "y": 0.91 }, "kind": "source-note", "text": "Source: Management public guidance and Bloomberg market data as of 23-Feb-2018", "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 14:20:29.286+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a27b057d-48db-40c0-8c8e-edf0b28d4d52", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.4, "x": 0.09, "y": 0.22 }, "kind": "table", "text": "Trading Comparison table showing Price, Equity Value, Debt, Firm Value, and multiples for 2018E-2020E", "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 14:20:29.286+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d699ee2c-f2d6-4350-b06d-f3ede6946fa1", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.13, "y": 0.07 }, "kind": "title", "text": "Antero Midstream Family Trading and Valuation", "attrs": null, "canon": { "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 14:20:29.286+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "57c1a6e9-b94b-4eff-8f08-48005fff7dfa", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 16, "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": 12, "name": "Evidence & Proof", "beatId": "8024a910-cfb4-4ca9-9cbe-23bdfeb76842", "matchId": "fef75ecb-c9d9-454f-b5b8-5421f4464f79", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The document presents various data tables, comparisons, and examples to demonstrate their expertise and support their claims.", "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": 17, "from": 6, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "1642b437-0688-400f-85e7-2a7dd7b65443", "evidence": "The document presents their broad-based skill set, relevant experience, and unparalleled advisory franchise.", "position": 0, "objective": "Why Goldman Sachs is uniquely qualified to advise the Special Committee", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:06:36.966093+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 16, "from": 12, "loop": { "name": "40_mece_breakdown", "slug": "40-mece-breakdown", "status": "active", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "canonId": "019dd956-763c-765e-8b68-6ee3ae1ef184", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories", "familyLabel": null }, "matchId": "e713129f-481c-4254-affe-a91d371a11ea", "evidence": "The document presents various data tables and comparisons to support their claims.", "position": 1, "objective": "How Goldman Sachs' expertise can be applied to the Antero Midstream GP situation", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:06:37.001311+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 13, "type": "analysis", "title": "Includes projections (E) and tax-affected yield calculations.", "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": 43, "componentCount": 6, "textChars": 275, "nDataPoints": 35, "notes": "Includes projections (E) and tax-affected yield calculations.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:20:33.391+00", "seconds": 6.429, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-8fdf-7788-b02b-62cbef3fd46f/13", "deck": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f", "deckAnchor": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f#slide-13", "deckJson": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.38, "x": 0.55, "y": 0.45 }, "kind": "chart", "text": "AMGP Yield", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:20:33.391+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "423e4eec-7093-40b6-92cb-c6f522c3efaa", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.38, "x": 0.55, "y": 0.25 }, "kind": "chart", "text": "AM LP DPU Yield", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:20:33.391+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8d24cc38-90d2-4cbe-8201-0d71410a0f4c", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.38, "x": 0.13, "y": 0.23 }, "kind": "chart", "text": "AM DPU and AM IDR Per Unit Y.o.Y. Change", "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 14:20:33.391+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0c83441f-1727-4be6-bf5a-bd3147640e82", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.38, "x": 0.55, "y": 0.65 }, "kind": "chart", "text": "Yield Premium", "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 14:20:33.391+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9c1ca2de-e31d-4897-b85f-8ac7fd92dfeb", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.13, "y": 0.9 }, "kind": "disclaimer", "text": "Source: Management guidance and Bloomberg market data as of 23-Feb-2018. Dotted lines indicate yield if AMGP was not a corporate tax payer.", "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 14:20:33.391+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "930e0ef4-07c5-4ccd-9e97-3e9e38e87c3a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.55, "x": 0.13, "y": 0.08 }, "kind": "title", "text": "AM and AMGP Y.o.Y Distribution Growth and Yield 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": "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 14:20:33.391+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b46d6162-27e4-4b1a-9d20-f9b370d4fff3", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 16, "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": 12, "name": "Evidence & Proof", "beatId": "8024a910-cfb4-4ca9-9cbe-23bdfeb76842", "matchId": "fef75ecb-c9d9-454f-b5b8-5421f4464f79", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The document presents various data tables, comparisons, and examples to demonstrate their expertise and support their claims.", "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": 17, "from": 6, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "1642b437-0688-400f-85e7-2a7dd7b65443", "evidence": "The document presents their broad-based skill set, relevant experience, and unparalleled advisory franchise.", "position": 0, "objective": "Why Goldman Sachs is uniquely qualified to advise the Special Committee", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:06:36.966093+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 16, "from": 12, "loop": { "name": "40_mece_breakdown", "slug": "40-mece-breakdown", "status": "active", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "canonId": "019dd956-763c-765e-8b68-6ee3ae1ef184", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories", "familyLabel": null }, "matchId": "e713129f-481c-4254-affe-a91d371a11ea", "evidence": "The document presents various data tables and comparisons to support their claims.", "position": 1, "objective": "How Goldman Sachs' expertise can be applied to the Antero Midstream GP situation", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:06:37.001311+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 14, "type": "setup", "title": "The slide uses a line chart to show historical progression and a list of peers on the right to show comparative metrics at the time of transaction.", "function": "compare_peers", "rawType": "comparison_table", "block": null, "metadata": { "slideType": "comparison_table", "slideTypeCanon": { "name": "Comparison table", "slug": "comparison_table", "status": "active", "canonId": "019de52d-0a06-73f8-8813-fe022fab1de2", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 46, "componentCount": 6, "textChars": 369, "nDataPoints": 18, "notes": "The slide uses a line chart to show historical progression and a list of peers on the right to show comparative metrics at the time of transaction.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:20:30.393+00", "seconds": 3.263, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-8fdf-7788-b02b-62cbef3fd46f/14", "deck": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f", "deckAnchor": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f#slide-14", "deckJson": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.08, "x": 0.88, "y": 0.75 }, "kind": "callout", "text": "More equity needed", "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 14:20:30.393+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "397f87de-36b8-40ff-87bb-f54a1639225a", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.08, "x": 0.88, "y": 0.6 }, "kind": "callout", "text": "Analysts expected more robust growth", "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 14:20:30.393+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5669914a-59d9-40dc-b1b5-fd6cf72d21aa", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.5, "x": 0.15, "y": 0.28 }, "kind": "chart", "text": "Line chart showing GP IDR distributions from 2018 to 2022", "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 14:20:30.393+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "234e3000-6be7-4f5c-a4fb-d22262b132ec", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.13, "y": 0.86 }, "kind": "disclaimer", "text": "Source: Wall Street research, IBES and Bloomberg market data as of 26-Feb-2018. Antero numbers based on midpoint of management guidance.", "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 14:20:30.393+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7b0683ae-09e6-470e-8442-1826ddf06039", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.25, "x": 0.65, "y": 0.2 }, "kind": "table", "text": "List of precedent transactions with GP IDR % and Forward MLP Growth Rate", "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 14:20:30.393+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "912ff612-011d-42f1-8d79-92a92822bc17", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.13, "y": 0.07 }, "kind": "title", "text": "Antero Growth Profile vs. Precedent Restructurings", "attrs": null, "canon": { "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 14:20:30.393+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0771db0b-9216-40d3-b2a8-66397516a43b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "9688652b-07d5-4d69-a426-025cf298ca0e", "evidence": "Comparing Antero's growth profile against precedent restructuring transactions.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 14:20:30.393+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "frameworkName": "comparison_frame" } ], "arcBeats": [ { "to": 16, "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": 12, "name": "Evidence & Proof", "beatId": "8024a910-cfb4-4ca9-9cbe-23bdfeb76842", "matchId": "fef75ecb-c9d9-454f-b5b8-5421f4464f79", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The document presents various data tables, comparisons, and examples to demonstrate their expertise and support their claims.", "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": 17, "from": 6, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "1642b437-0688-400f-85e7-2a7dd7b65443", "evidence": "The document presents their broad-based skill set, relevant experience, and unparalleled advisory franchise.", "position": 0, "objective": "Why Goldman Sachs is uniquely qualified to advise the Special Committee", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:06:36.966093+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 16, "from": 12, "loop": { "name": "40_mece_breakdown", "slug": "40-mece-breakdown", "status": "active", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "canonId": "019dd956-763c-765e-8b68-6ee3ae1ef184", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories", "familyLabel": null }, "matchId": "e713129f-481c-4254-affe-a91d371a11ea", "evidence": "The document presents various data tables and comparisons to support their claims.", "position": 1, "objective": "How Goldman Sachs' expertise can be applied to the Antero Midstream GP situation", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:06:37.001311+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 15, "type": "evidence", "title": "The slide uses a vertical arrow to indicate the hierarchy of drivers (Primary vs Secondary).", "function": "cite_precedent", "rawType": "comparison_table", "block": null, "metadata": { "slideType": "comparison_table", "slideTypeCanon": { "name": "Comparison table", "slug": "comparison_table", "status": "active", "canonId": "019de52d-0a06-73f8-8813-fe022fab1de2", "version": 1, "description": null }, "function": "cite_precedent", "functionCanon": { "name": "Cite precedent", "slug": "cite_precedent", "status": "active", "canonId": "019de52d-142b-714b-86d4-58aad7b568ec", "version": 1, "description": null }, "density": "sparse", "densityScore": 18, "componentCount": 4, "textChars": 243, "nDataPoints": 0, "notes": "The slide uses a vertical arrow to indicate the hierarchy of drivers (Primary vs Secondary).", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:20:30.055+00", "seconds": 2.912, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-8fdf-7788-b02b-62cbef3fd46f/15", "deck": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f", "deckAnchor": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f#slide-15", "deckJson": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f.json" }, "components": [ { "bbox": { "h": 0.625, "w": 0.035, "x": 0.055, "y": 0.275 }, "kind": "diagram", "text": "Vertical arrow indicating Primary Driver to Secondary Driver hierarchy", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:20:30.055+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1a32542e-174f-4f6f-8853-b592dc4a138f", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.895, "x": 0.105, "y": 0.25 }, "kind": "table", "text": "Table comparing IDR Restructuring Rationale, Description, and Antero Midstream Screening", "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 14:20:30.055+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5236b61c-ac41-4114-b0dd-4a4939238ad6", "parentComponentId": null }, { "bbox": { "h": 0.056, "w": 0.586, "x": 0.128, "y": 0.078 }, "kind": "title", "text": "Key Issues Driving Precedent MLP Restructurings", "attrs": null, "canon": { "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 14:20:30.055+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "09d8bbc4-e95f-4692-9a09-e7c79d406683", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.313, "x": 0.128, "y": 0.164 }, "kind": "title", "text": "Potential Incentives / Outcome to AMGP", "attrs": null, "canon": { "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 14:20:30.055+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "601b05d7-c6a5-49cb-9b2e-8f15b9974db2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "64b18f7f-8c6e-470d-84ca-47f61c627228", "evidence": "The slide organizes drivers by priority (Primary vs Secondary) and maps them to specific outcomes.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 14:20:30.055+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "frameworkName": "logical-chain" } ], "arcBeats": [ { "to": 16, "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": 12, "name": "Evidence & Proof", "beatId": "8024a910-cfb4-4ca9-9cbe-23bdfeb76842", "matchId": "fef75ecb-c9d9-454f-b5b8-5421f4464f79", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The document presents various data tables, comparisons, and examples to demonstrate their expertise and support their claims.", "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": 17, "from": 6, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "1642b437-0688-400f-85e7-2a7dd7b65443", "evidence": "The document presents their broad-based skill set, relevant experience, and unparalleled advisory franchise.", "position": 0, "objective": "Why Goldman Sachs is uniquely qualified to advise the Special Committee", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:06:36.966093+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 16, "from": 12, "loop": { "name": "40_mece_breakdown", "slug": "40-mece-breakdown", "status": "active", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "canonId": "019dd956-763c-765e-8b68-6ee3ae1ef184", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories", "familyLabel": null }, "matchId": "e713129f-481c-4254-affe-a91d371a11ea", "evidence": "The document presents various data tables and comparisons to support their claims.", "position": 1, "objective": "How Goldman Sachs' expertise can be applied to the Antero Midstream GP situation", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:06:37.001311+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 16, "type": "setup", "title": "Includes Goldman Sachs branding and Investment Banking Division header.", "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": 25, "componentCount": 3, "textChars": 481, "nDataPoints": 0, "notes": "Includes Goldman Sachs branding and Investment Banking Division header.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:20:30.314+00", "seconds": 2.802, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-8fdf-7788-b02b-62cbef3fd46f/16", "deck": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f", "deckAnchor": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f#slide-16", "deckJson": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.35, "x": 0.13, "y": 0.22 }, "kind": "list", "text": "Additional Topics for Discussion: Fee framework, Fee proposal, Status of proposal preparation, Status of outside counsel, Initial questions from outside counsel, Impact of transaction on Series B Units", "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 14:20:30.314+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "820740b6-ca2a-4d35-bd98-a34f69379a80", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.55, "x": 0.41, "y": 0.22 }, "kind": "list", "text": "Key Items and Workplan Checklist: Preparation of projections, Tax/accounting analysis, Presentation to Special Committee, Proposal/term sheet, Deliver proposal, Diligence, Negotiations, Board presentations, Final approval, Announcement, Concurrent requirements", "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 14:20:30.314+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b173362a-74b6-4344-af8b-bcf9893071f3", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.25, "x": 0.13, "y": 0.07 }, "kind": "title", "text": "Potential 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 14:20:30.314+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "78c93b39-242f-4c18-ac28-69c776674205", "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": "b6ca442e-b045-4c9f-89e4-d0dfdbea1989", "evidence": "list/bullet: Key Items and Workplan Checklist", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:23:31.488712+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": 16, "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": 12, "name": "Evidence & Proof", "beatId": "8024a910-cfb4-4ca9-9cbe-23bdfeb76842", "matchId": "fef75ecb-c9d9-454f-b5b8-5421f4464f79", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The document presents various data tables, comparisons, and examples to demonstrate their expertise and support their claims.", "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": 17, "from": 6, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "1642b437-0688-400f-85e7-2a7dd7b65443", "evidence": "The document presents their broad-based skill set, relevant experience, and unparalleled advisory franchise.", "position": 0, "objective": "Why Goldman Sachs is uniquely qualified to advise the Special Committee", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:06:36.966093+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 16, "from": 12, "loop": { "name": "40_mece_breakdown", "slug": "40-mece-breakdown", "status": "active", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "canonId": "019dd956-763c-765e-8b68-6ee3ae1ef184", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories", "familyLabel": null }, "matchId": "e713129f-481c-4254-affe-a91d371a11ea", "evidence": "The document presents various data tables and comparisons to support their claims.", "position": 1, "objective": "How Goldman Sachs' expertise can be applied to the Antero Midstream GP situation", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:06:37.001311+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 17, "type": "setup", "function": "present_solution", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "sparse", "densityScore": 23, "componentCount": 3, "textChars": 449, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:20:31.884+00", "seconds": 4.335, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-8fdf-7788-b02b-62cbef3fd46f/17", "deck": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f", "deckAnchor": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f#slide-17", "deckJson": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.08, "x": 0.04, "y": 0.07 }, "kind": "image", "text": "Goldman Sachs", "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 14:20:31.884+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f74299a2-3e60-474b-b202-df9bc86d9d50", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.75, "x": 0.13, "y": 0.23 }, "kind": "list", "text": "The Special Committee has the support and focus of Goldman Sachs to the highest levels of our firm\nWe are the leading M&A advisor\nWe bring deep investor, market, and product knowledge to benefit the Special Committee’s decision making process\nWe have substantial experience as an advisor to Special Committees\nWe are an independent advisor with no conflicts of interest", "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 14:20:31.884+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "21b7e050-7eeb-428b-9a45-4e83e514b97d", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.65, "x": 0.13, "y": 0.07 }, "kind": "title", "text": "Goldman Sachs Is Uniquely Qualified To Advise the 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 14:20:31.884+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "19733aed-40e3-4335-9d44-32415d427eea", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Storytelling: audience calibration", "slug": "audience", "status": "active", "bestFor": null, "canonId": "019df269-23ea-723a-87c0-af1d78d702d2", "version": 1, "bodyDocId": "019df269-23c5-72ec-8b94-78fc1da7b656", "description": "The same thesis, written for four different audiences, produces four", "familyLabel": "narrative-block", "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "agent": "storyteller", "layer": "slide", "agents": [ "storyteller" ], "matchId": "19103bdb-846a-44df-a624-0d2ddfde4545", "evidence": "The Special Committee has the support and focus of Goldman Sachs to the highest levels of our firm", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:23:31.564661+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 20, "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": 17, "name": "Impact & Next Steps", "beatId": "aa918c96-f7be-498d-b0c1-392d874bc815", "matchId": "fef75ecb-c9d9-454f-b5b8-5421f4464f79", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "Goldman Sachs outlines potential next steps and summarizes their key messages.", "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": 17, "from": 6, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "1642b437-0688-400f-85e7-2a7dd7b65443", "evidence": "The document presents their broad-based skill set, relevant experience, and unparalleled advisory franchise.", "position": 0, "objective": "Why Goldman Sachs is uniquely qualified to advise the Special Committee", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:06:36.966093+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 18, "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": 8, "componentCount": 3, "textChars": 82, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:20:30.081+00", "seconds": 2.272, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-8fdf-7788-b02b-62cbef3fd46f/18", "deck": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f", "deckAnchor": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f#slide-18", "deckJson": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f.json" }, "components": [ { "bbox": { "h": 0.156, "w": 0.109, "x": 0.044, "y": 0.072 }, "kind": "image", "text": "Goldman Sachs", "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 14:20:30.081+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6417cb81-ab1e-41d1-8c2f-133a80530275", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.165, "x": 0.791, "y": 0.082 }, "kind": "paragraph", "text": "INVESTMENT BANKING DIVISION", "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 14:20:30.081+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3ce1e88f-e4ee-4fb0-9251-a60071c0d6f5", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.45, "x": 0.131, "y": 0.375 }, "kind": "title", "text": "Appendix A: Additional Reference 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 14:20:30.081+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0281ca62-7235-4836-8190-512d0b4407f9", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 20, "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": 17, "name": "Impact & Next Steps", "beatId": "aa918c96-f7be-498d-b0c1-392d874bc815", "matchId": "fef75ecb-c9d9-454f-b5b8-5421f4464f79", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "Goldman Sachs outlines potential next steps and summarizes their key messages.", "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": [], "locked": true }, { "page": 19, "type": "setup", "title": "The slide content is obscured by a large grey overlay, likely a redaction or placeholder.", "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": 7, "componentCount": 3, "textChars": 73, "nDataPoints": 0, "notes": "The slide content is obscured by a large grey overlay, likely a redaction or placeholder.", "elementsJson": null, "confidence": 0.8, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:20:30.25+00", "seconds": 2.351, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-8fdf-7788-b02b-62cbef3fd46f/19", "deck": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f", "deckAnchor": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f#slide-19", "deckJson": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.08, "x": 0.045, "y": 0.07 }, "kind": "image", "text": "Goldman Sachs", "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 14:20:30.25+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7c5dda1c-200e-42a3-9341-bdeeb04c0331", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.16, "x": 0.79, "y": 0.08 }, "kind": "paragraph", "text": "INVESTMENT BANKING |", "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 14:20:30.25+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "85ab2dfd-4b69-4d87-9035-6685b17d8e7d", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.55, "x": 0.132, "y": 0.075 }, "kind": "title", "text": "Summary of Management Guidance on AM and", "attrs": null, "canon": { "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 14:20:30.25+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "90000fdc-5fd1-47f5-8e6c-4c9f9014898a", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "52f9620d-6e91-4316-a833-fa2774b69b4e", "evidence": "Summary of Management Guidance on AM and", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:23:31.676455+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": 20, "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": 17, "name": "Impact & Next Steps", "beatId": "aa918c96-f7be-498d-b0c1-392d874bc815", "matchId": "fef75ecb-c9d9-454f-b5b8-5421f4464f79", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "Goldman Sachs outlines potential next steps and summarizes their key messages.", "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": [], "locked": true }, { "page": 20, "type": "setup", "title": "The chart uses a legend on the right with current return percentages for each peer.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 32, "componentCount": 5, "textChars": 263, "nDataPoints": 8, "notes": "The chart uses a legend on the right with current return percentages for each peer.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:20:30.659+00", "seconds": 2.503, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-8fdf-7788-b02b-62cbef3fd46f/20", "deck": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f", "deckAnchor": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f#slide-20", "deckJson": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.8, "x": 0.13, "y": 0.22 }, "kind": "chart", "text": "Line chart showing total returns for AM, NBLX, RMP, HESM, WES, EQM, CNNX, ENLK", "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 14:20:30.659+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ff31976-aa97-4526-8f2f-3998751c104b", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.06, "x": 0.9, "y": 0.38 }, "kind": "legend", "text": "Legend showing tickers and return percentages", "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 14:20:30.659+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cb420217-2a6d-4b34-a094-425854c6cfa5", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.13, "y": 0.12 }, "kind": "paragraph", "text": "Since AM IPO 04-Nov-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 14:20:30.659+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e0fe9429-3ac3-4210-8d3e-de9a22ab73a1", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.13, "y": 0.91 }, "kind": "source-note", "text": "Source: Company filings and press releases, Bloomberg market data as of 23-Feb-2018", "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 14:20:30.659+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "53c7c144-1b9a-45aa-9419-20d210f24b6b", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.13, "y": 0.08 }, "kind": "title", "text": "Total Returns for Midstream Peers", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:20:30.659+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e2f55093-d332-4bed-8b67-4f84e2e12e15", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: the peer-gap chart", "slug": "peer-gap-chart-recipe", "status": "active", "bestFor": null, "canonId": "019df269-2b04-75bc-ad85-e0179264bdd7", "version": 1, "bodyDocId": "019df269-2ae1-771d-9cd1-193a2e25f21c", "description": "The single most-copied slide in activism. This is the exact layout, used", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "8d6431c5-693b-4b83-841b-010ef32790df", "evidence": "chart/line: Line chart showing total returns for AM, NBLX, RMP, HESM, WES, EQM, CNNX, ENLK", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 23:23:31.750941+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 20, "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": 17, "name": "Impact & Next Steps", "beatId": "aa918c96-f7be-498d-b0c1-392d874bc815", "matchId": "fef75ecb-c9d9-454f-b5b8-5421f4464f79", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "Goldman Sachs outlines potential next steps and summarizes their key messages.", "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": [], "locked": true }, { "page": 21, "type": "analysis", "title": "Includes a small data table inset for AMGP IPO price.", "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": 43, "componentCount": 7, "textChars": 175, "nDataPoints": 3, "notes": "Includes a small data table inset for AMGP IPO price.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:20:31.309+00", "seconds": 2.873, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-8fdf-7788-b02b-62cbef3fd46f/21", "deck": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f", "deckAnchor": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f#slide-21", "deckJson": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.25, "x": 0.13, "y": 0.25 }, "kind": "chart", "text": "AM Share Price", "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 14:20:31.309+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0d7e8729-b214-4c53-b6e9-7c55628e6c07", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.25, "x": 0.69, "y": 0.25 }, "kind": "chart", "text": "AM / AMGP Exchange Ratio", "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 14:20:31.309+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "299d5404-6c42-4da8-89a7-e4e6620ce48b", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.25, "x": 0.41, "y": 0.25 }, "kind": "chart", "text": "AMGP Share Price", "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 14:20:31.309+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "732b4f58-c73e-4e82-85ee-1c626a913fd2", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.25, "x": 0.13, "y": 0.91 }, "kind": "source-note", "text": "Source: Bloomberg market data as of 23-Feb-2018", "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 14:20:31.309+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c22f12a5-cb41-4b5d-be04-b8f1f46b0a8c", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.15, "x": 0.44, "y": 0.26 }, "kind": "table", "text": "AMGP IPO Date 4-May-17 Price $23.50", "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 14:20:31.309+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f4e4e871-8572-43e7-81ea-669cf81f7c59", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.13, "y": 0.07 }, "kind": "title", "text": "Historical Exchange Ratio", "attrs": null, "canon": { "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 14:20:31.309+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "61491b72-f09c-411b-8bde-bc401e683d0b", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.15, "x": 0.13, "y": 0.12 }, "kind": "title", "text": "Since AMGP IPO", "attrs": null, "canon": { "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 14:20:31.309+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ff532c09-bdef-4ad3-9dff-d1e067b42c8e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 27, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 21, "name": "Solution & Approach", "beatId": "e41205ce-d5af-4555-8225-9b0c674e5d56", "matchId": "fef75ecb-c9d9-454f-b5b8-5421f4464f79", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "The document provides additional reference materials, data, and analysis to support their advisory services.", "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": 22, "type": "evidence", "title": "The slide compares six specific simplification transactions across two valuation metrics and cash consideration.", "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": 42, "componentCount": 6, "textChars": 272, "nDataPoints": 18, "notes": "The slide compares six specific simplification transactions across two valuation metrics and cash consideration.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:20:36.78+00", "seconds": 8.091, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-8fdf-7788-b02b-62cbef3fd46f/22", "deck": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f", "deckAnchor": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f#slide-22", "deckJson": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.75, "x": 0.13, "y": 0.225 }, "kind": "chart", "text": "Premium to 1-Day Prior Closing Price", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:20:36.78+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2d3ea1af-b1ad-402f-a127-142e846426b1", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.75, "x": 0.13, "y": 0.48 }, "kind": "chart", "text": "Premium to 30-Day VWAP", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:20:36.78+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "32f9855a-dd82-4073-8a97-0c718d6048b8", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.13, "y": 0.89 }, "kind": "source-note", "text": "Source: Company filings and press releases, Bloomberg market data as of 23-Feb-2018. Undisturbed 6 day premium.", "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 14:20:36.78+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "14385dd8-a611-4b61-a045-bceb177871ef", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.78 }, "kind": "table", "text": "% Cash Consideration row", "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 14:20:36.78+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cee65147-9048-420b-bb25-d1f33fa1446c", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.13, "y": 0.07 }, "kind": "title", "text": "Precedent Transactions", "attrs": null, "canon": { "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 14:20:36.78+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b89eb3f8-772a-4acb-8ccc-c8a98a75f8e7", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.13, "y": 0.12 }, "kind": "title", "text": "Selected Simplification Transactions | Transaction Premia", "attrs": null, "canon": { "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 14:20:36.78+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ecfd973-4a4b-4b82-a611-59166a12628b", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "ec7be6a9-c661-4dd3-ac05-76911274b05d", "evidence": "chart/bar-vertical: Premium to 1-Day Prior Closing Price", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:23:31.861742+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": 27, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 21, "name": "Solution & Approach", "beatId": "e41205ce-d5af-4555-8225-9b0c674e5d56", "matchId": "fef75ecb-c9d9-454f-b5b8-5421f4464f79", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "The document provides additional reference materials, data, and analysis to support their advisory services.", "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": 23, "type": "analysis", "title": "The chart is split into historical and 'current generation' transactions.", "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": 32, "componentCount": 4, "textChars": 352, "nDataPoints": 24, "notes": "The chart is split into historical and 'current generation' transactions.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:20:31.483+00", "seconds": 2.69, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-8fdf-7788-b02b-62cbef3fd46f/23", "deck": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f", "deckAnchor": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f#slide-23", "deckJson": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "chart", "text": "Grouped bar chart showing NTM Yield (%) for GP and MLP across 12 transactions.", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:20:31.483+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8daf493c-1053-427d-bf9f-7962a6a17054", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.88 }, "kind": "disclaimer", "text": "Source: Company filings, IBES and Bloomberg market data as of 23-Feb-2017. Note: Tallgrass and Antero values as of 23-Feb-2017; all other values as of 1 day prior to transaction announcement", "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 14:20:31.483+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6e00f700-beef-4108-986e-8398e03f2b75", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.15, "x": 0.43, "y": 0.81 }, "kind": "legend", "text": "GP (dark blue), MLP (light blue)", "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 14:20:31.483+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bc699ec9-c314-4ea0-b1fc-f899c87c3589", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.13, "y": 0.07 }, "kind": "title", "text": "Relative Trading Comparison of Precedent IDR Buy-Ins", "attrs": null, "canon": { "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 14:20:31.483+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6bc50c24-7841-423a-a03e-2ce3f0f81deb", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "c8300dbb-445e-42eb-a595-4a618d0c9c93", "evidence": "chart/bar-grouped: Grouped bar chart showing NTM Yield (%) for GP and MLP across 12 transactions.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:23:31.937947+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": [], "arcBeats": [ { "to": 27, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 21, "name": "Solution & Approach", "beatId": "e41205ce-d5af-4555-8225-9b0c674e5d56", "matchId": "fef75ecb-c9d9-454f-b5b8-5421f4464f79", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "The document provides additional reference materials, data, and analysis to support their advisory services.", "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": 24, "type": "setup", "function": "compare_options", "rawType": "comparison_table", "block": null, "metadata": { "slideType": "comparison_table", "slideTypeCanon": { "name": "Comparison table", "slug": "comparison_table", "status": "active", "canonId": "019de52d-0a06-73f8-8813-fe022fab1de2", "version": 1, "description": null }, "function": "compare_options", "functionCanon": { "name": "Compare options", "slug": "compare_options", "status": "active", "canonId": "019de52d-167f-7038-aebc-70a9d2e0e33b", "version": 1, "description": null }, "density": "sparse", "densityScore": 21, "componentCount": 3, "textChars": 310, "nDataPoints": 1, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:20:31.445+00", "seconds": 2.584, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-8fdf-7788-b02b-62cbef3fd46f/24", "deck": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f", "deckAnchor": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f#slide-24", "deckJson": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.6, "x": 0.13, "y": 0.91 }, "kind": "source-note", "text": "Source: Chapter IV letter to the Board of Directors of Antero Resources on 24-Jan-2018, Schedule 13D filed by Sailingstone Capital on 29-Jan-2018", "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 14:20:31.445+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "33697215-e129-429f-a98f-4f923410da71", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.75, "x": 0.13, "y": 0.245 }, "kind": "table", "text": "Comparison of Chapter IV and Sailingstone Capital shareholder letters across Ownership, Assertions, Goals, and Proposals.", "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 14:20:31.445+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "27fc8312-b9a5-4f22-b1d8-6144eb2c21d4", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.6, "x": 0.13, "y": 0.07 }, "kind": "title", "text": "Key Background on Recent Shareholder Letters", "attrs": null, "canon": { "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 14:20:31.445+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ea61f998-a1ff-42f5-b30e-5c38b8d8f791", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Comparison frame", "slug": "comparison-frame", "status": "active", "bestFor": null, "canonId": "019dd9e1-484b-7399-a4fc-d14644b99f93", "version": 1, "bodyDocId": null, "description": "Two or more states/subjects placed side by side to expose a gap.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "0dccedd6-66e7-48d7-8cec-b91321fa49f3", "evidence": "table/data: Comparison of Chapter IV and Sailingstone Capital shareholder letters across Ownership, Assertions, Goals, and Proposals.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:23:32.012712+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": [], "arcBeats": [ { "to": 27, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 21, "name": "Solution & Approach", "beatId": "e41205ce-d5af-4555-8225-9b0c674e5d56", "matchId": "fef75ecb-c9d9-454f-b5b8-5421f4464f79", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "The document provides additional reference materials, data, and analysis to support their advisory services.", "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": 25, "type": "setup", "title": "The slide uses bar charts to compare Antero Resources, Antero Midstream LP, and Antero Midstream GP against various industry peers.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "dense", "densityScore": 65, "componentCount": 8, "textChars": 429, "nDataPoints": 30, "notes": "The slide uses bar charts to compare Antero Resources, Antero Midstream LP, and Antero Midstream GP against various industry peers.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:20:32.298+00", "seconds": 3.437, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-8fdf-7788-b02b-62cbef3fd46f/25", "deck": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f", "deckAnchor": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f#slide-25", "deckJson": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.25, "x": 0.41, "y": 0.23 }, "kind": "chart", "text": "EV / 2018E EBITDA", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:20:32.298+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8f84979d-8618-411d-81aa-657649379293", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.25, "x": 0.41, "y": 0.58 }, "kind": "chart", "text": "2018E DPU Yield", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:20:32.298+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b76b7069-78b4-4451-93db-0a562f360d2d", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.25, "x": 0.69, "y": 0.58 }, "kind": "chart", "text": "2018 DPU / DPS Yield", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:20:32.298+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cddbf4b7-67e3-4870-9c6c-939c3c26217e", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.25, "x": 0.13, "y": 0.23 }, "kind": "chart", "text": "E&P Value / PV-10", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:20:32.298+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dcc892d2-1162-4329-b12d-7526cb0fa4b2", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.25, "x": 0.69, "y": 0.23 }, "kind": "chart", "text": "EV / 2018E EBITDA (HoldCo)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:20:32.298+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f63bfc99-24fa-48fd-8d4d-911044f0e5c4", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.25, "x": 0.13, "y": 0.58 }, "kind": "chart", "text": "Unhedged $ / Marcellus Acre", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:20:32.298+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fdfc4862-f504-4a40-8ed5-97c00b5554e8", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.13, "y": 0.89 }, "kind": "disclaimer", "text": "Source: Company filings and press releases, Wall Street Research, Bloomberg market data as of 23-Feb-2018. RRC acreage includes Terryville. EV adjusted by value of hedge book at SEC pricing and adjusted by 2017 production at $3,000 per MMcfe. NM denotes negative adj. value.", "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 14:20:32.298+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8100af19-f912-43eb-8f05-1bb5ba02d2b0", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.13, "y": 0.07 }, "kind": "title", "text": "Antero Family Valuation vs. Peers", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:20:32.298+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "75d44b86-c5c3-4e6d-93f4-305c1c4e0528", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 27, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 21, "name": "Solution & Approach", "beatId": "e41205ce-d5af-4555-8225-9b0c674e5d56", "matchId": "fef75ecb-c9d9-454f-b5b8-5421f4464f79", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "The document provides additional reference materials, data, and analysis to support their advisory services.", "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": 26, "type": "analysis", "title": "The slide includes a complex organizational chart on the left and a summary table on the right, with a source note and a detailed footnote regarding ownership d", "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": 60, "componentCount": 6, "textChars": 710, "nDataPoints": 35, "notes": "The slide includes a complex organizational chart on the left and a summary table on the right, with a source note and a detailed footnote regarding ownership definitions.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:20:34.98+00", "seconds": 5.715, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-8fdf-7788-b02b-62cbef3fd46f/26", "deck": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f", "deckAnchor": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f#slide-26", "deckJson": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.5, "x": 0.05, "y": 0.2 }, "kind": "diagram", "text": "Organizational structure chart showing relationships between Management, Sponsors, Public, Antero Resources, Antero Midstream GP, and Antero Midstream.", "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 14:20:34.98+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d12cbaae-da71-4d2a-8c6a-2ab755781bea", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.9, "x": 0.05, "y": 0.9 }, "kind": "disclaimer", "text": "Note: Senior leadership includes shares owned by the companies' named executive officers and shares directly owned by members of the board. Includes impact of Series B units; taken collectively, the senior leadership owns less than 1% of AM units.", "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 14:20:34.98+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "73f0525e-4324-454a-a47f-ce59bc135aad", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.13, "y": 0.15 }, "kind": "paragraph", "text": "($ in millions, except where noted)", "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 14:20:34.98+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a14419fc-9ea8-4fdc-951d-8bb6908a3375", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.5, "x": 0.05, "y": 0.88 }, "kind": "source-note", "text": "Source: Company filings and press releases, Bloomberg market data as of 23-Feb-2018", "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 14:20:34.98+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "33ff8ccc-1c45-4ded-bd9d-99a33b459467", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.4, "x": 0.55, "y": 0.2 }, "kind": "table", "text": "Table showing Shares/Units, % of Total, Value, and Total Value Across Family for Warburg, Yorktown, Senior Leadership, Public Shareholders, and AR Ownership of AM.", "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 14:20:34.98+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cfe872a8-afdf-45b5-a740-21184a182684", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.13, "y": 0.07 }, "kind": "title", "text": "Summary Antero Family Ownership", "attrs": null, "canon": { "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 14:20:34.98+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c1a1267c-bf7e-4a78-ad7a-a1c19fd5bd1e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 27, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 21, "name": "Solution & Approach", "beatId": "e41205ce-d5af-4555-8225-9b0c674e5d56", "matchId": "fef75ecb-c9d9-454f-b5b8-5421f4464f79", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "The document provides additional reference materials, data, and analysis to support their advisory services.", "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": 27, "type": "evidence", "title": "The slide highlights the speed of intra-family transactions using a table of historical precedents.", "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": 29, "componentCount": 4, "textChars": 299, "nDataPoints": 18, "notes": "The slide highlights the speed of intra-family transactions using a table of historical precedents.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:20:32.131+00", "seconds": 2.651, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-8fdf-7788-b02b-62cbef3fd46f/27", "deck": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f", "deckAnchor": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f#slide-27", "deckJson": "/decks/019de06f-8fdf-7788-b02b-62cbef3fd46f.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.75, "x": 0.13, "y": 0.87 }, "kind": "source-note", "text": "Source: Company filings. Footnotes 1 and 2 provide context on specific transaction dates.", "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 14:20:32.131+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7446184b-56c2-46b6-a36d-60cc7aaf6928", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.75, "x": 0.13, "y": 0.23 }, "kind": "table", "text": "Table showing Buyer, Seller, Date of Approach, Date of Announcement, and Total Time for 6 transactions.", "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 14:20:32.131+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ccda9faf-5fe4-4320-94e0-d45d0836c0ab", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.13, "y": 0.07 }, "kind": "title", "text": "Intra-Family Transactions Have the Potential to Be Executed Quickly", "attrs": null, "canon": { "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 14:20:32.131+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "63ac41b7-af96-4e3e-a6cd-67c0e43fe373", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.35, "x": 0.13, "y": 0.16 }, "kind": "title", "text": "Precedent MLP Related Party Transactions", "attrs": null, "canon": { "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 14:20:32.131+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "04f16f55-7d99-49a2-bbee-2bf2abec0f8c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 27, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 21, "name": "Solution & Approach", "beatId": "e41205ce-d5af-4555-8225-9b0c674e5d56", "matchId": "fef75ecb-c9d9-454f-b5b8-5421f4464f79", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "The document provides additional reference materials, data, and analysis to support their advisory services.", "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": 5, "label": "Situation & Context", "description": "The document sets the stage with a cover page, disclaimer, team bio, and agenda." }, { "from": 6, "to": 11, "label": "Problem & Complication", "description": "Goldman Sachs highlights their unique qualifications and relevant experience to address the Special Committee's needs." }, { "from": 12, "to": 16, "label": "Evidence & Proof", "description": "The document presents various data tables, comparisons, and examples to demonstrate their expertise and support their claims." }, { "from": 17, "to": 20, "label": "Impact & Next Steps", "description": "Goldman Sachs outlines potential next steps and summarizes their key messages." }, { "from": 21, "to": 27, "label": "Solution & Approach", "description": "The document provides additional reference materials, data, and analysis to support their advisory services." } ], "loops": [ { "from": 6, "to": 17, "label": "Golden Circle", "description": "Why Goldman Sachs is uniquely qualified to advise the Special Committee" }, { "from": 12, "to": 16, "label": "Mece Breakdown", "description": "How Goldman Sachs' expertise can be applied to the Antero Midstream GP situation" } ] }