{ "schemaVersion": "deck-intelligence.v1", "id": "019de06f-e73e-7032-b907-18b059a28a52", "slug": "19613f1fa62a40d1c40ceb56ec374850", "title": "Carlyle | Investor Conference Presentation Deck | 27 slides", "subtitle": "Carlyle · 2019-12", "author": "Carlyle", "date": "2019-12-01 00:00:00", "pageCount": 27, "kind": "conference-presentation", "orientation": "landscape", "aspectRatio": 1.2938006, "document": { "id": "019de06f-e73e-7032-b907-18b059a28a52", "slug": "19613f1fa62a40d1c40ceb56ec374850", "title": "Carlyle | Investor Conference Presentation Deck | 27 slides", "rawTitle": "Carlyle | Investor Conference Presentation Deck | 27 slides", "authorId": "carlyle", "authorName": "Carlyle", "authorDisplay": "Carlyle", "kind": { "slug": "conference-presentation", "label": "Conference presentation" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2019-12__carlyle__investor-conf__19613f1f.pdf", "sourceUrl": "https://www.slidebook.io/company/carlyle/presentation/19613f1fa62a40d1c40ceb56ec374850/", "sourceDate": "2019-12-15 00:00:00", "presentationDate": "2019-12-01 00:00:00", "ingestedAt": "2026-04-30 22:08:43.428695+00", "status": "ready", "pageCount": 27, "orientation": "landscape", "aspectRatio": 1.2938006, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "asset-management", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2019-12__carlyle__investor-conf__19613f1f", "image_width": 1920, "image_format": "jpg", "deck_type_raw": "Investor Conference Presentation Deck", "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": 97, "chartCount": 16, "metricSlides": 0, "toolMatches": 8, "documentToolMatches": 0, "frameworkMatches": 6, "arcMatches": 1, "beatMatches": 5, "loopMatches": 2, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "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": "ad44a729-6c6b-4796-8327-5ab3da6af3c2", "evidence": "The document follows a clear structure, starting with an overview of Carlyle's situation and context, then presenting evidence and proof of their performance, and finally discussing the impact and next steps.", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:08:18.508564+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 4, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 3, "name": "Situation & Context", "beatId": "ef016a0a-25b6-4e7c-9181-a67bee340ed9", "matchId": "ad44a729-6c6b-4796-8327-5ab3da6af3c2", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "The document provides an overview of Carlyle's company and industry", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 9, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 5, "name": "Evidence & Proof", "beatId": "c50fec6d-6633-4960-9afd-ee1ef08e6cac", "matchId": "ad44a729-6c6b-4796-8327-5ab3da6af3c2", "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 metrics and data to support Carlyle's performance", "position": 1, "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": 22, "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": 18, "name": "Impact & Next Steps", "beatId": "09493996-6525-4ca5-b331-a7203d2e6855", "matchId": "ad44a729-6c6b-4796-8327-5ab3da6af3c2", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document discusses the conversion to a C-Corp and its expected impact", "position": 2, "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": 7, "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": 7, "name": "Desire", "beatId": "8d6463dc-3122-4ed6-aa0e-46784f961af2", "matchId": "ad44a729-6c6b-4796-8327-5ab3da6af3c2", "beatType": { "name": "Desire", "slug": "aida-desire", "status": "active", "canonId": "019dd9b8-11f0-704e-b2bb-fbb6a226467d", "version": 1, "description": null }, "evidence": "The document presents a thesis headline highlighting the growth of the private capital industry", "position": 3, "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": 12, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 10, "name": "Interest", "beatId": "bed0de34-381d-4497-8d1c-0d686b3cf018", "matchId": "ad44a729-6c6b-4796-8327-5ab3da6af3c2", "beatType": { "name": "Interest", "slug": "aida-interest", "status": "active", "canonId": "019dd9b8-115b-7640-827f-fd115885a984", "version": 1, "description": null }, "evidence": "The document provides key takeaways and comparisons to public listings", "position": 4, "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": 7, "from": 7, "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": "6cec14df-0533-471f-86c7-3644ff7d12fe", "evidence": "The document presents a thesis headline highlighting the growth of the private capital industry", "position": 0, "objective": "Why is the private capital industry growing?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:08:18.789176+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 20, "from": 18, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null, "categoryName": "Urgency", "categorySlug": "urgency" }, "matchId": "2fb742d6-4103-4f5b-9fbf-880cb93d251c", "evidence": "The document discusses the conversion to a C-Corp and its expected benefits", "position": 1, "objective": "What are the benefits of converting to a C-Corp?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:08:18.835823+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": "61a5e93b-a569-4d69-8777-e67802bf4b87", "evidence": "NASDAQ INVESTOR CONFERENCE", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:26:47.868175+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": "Section divider", "slug": "section-divider", "status": "active", "bestFor": null, "canonId": "019dd9e1-4c66-707d-8d1f-6e14547134c7", "version": 1, "bodyDocId": null, "description": "A transitional slide marking the start of a new section.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e68a9d95-ffa4-4ae5-8bd3-78c60f4184d4", "evidence": "CARLYLE IS A LEADING GLOBAL PRIVATE INVESTMENT FIRM", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:26:47.980995+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": "common", "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": "2bc3f9b8-03f7-451d-957d-61c46dacfb1c", "evidence": "The Carlyle Group Overview", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:26:48.04456+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": "Chartjunk Elimination", "slug": "chartjunk-elimination", "status": "active", "bestFor": null, "canonId": "019dd956-b49e-7453-ab01-b60f338eeda1", "version": 1, "bodyDocId": null, "description": "Remove decorative elements that don't convey data: 3D effects, shadows, unnecessary gridlines", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "20f2b05d-5153-4973-ac5a-0f2a47717fba", "evidence": "Stacked bar chart showing allocation intentions for Private Equity, Private Debt, Infrastructure, Real Estate, and Natural Resources.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:26:48.328868+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Data-Ink Ratio", "slug": "data-ink-ratio", "status": "active", "bestFor": null, "canonId": "019dd956-afc8-70da-b378-92834d36fde6", "version": 1, "bodyDocId": null, "description": "Maximize data, minimize non-data ink - remove chartjunk and decoration", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "849bedd2-f33e-4bef-8e37-2cece7dfaa78", "evidence": "Stacked bar chart showing allocation intentions for Private Equity, Private Debt, Infrastructure, Real Estate, and Natural Resources.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:26:48.360997+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "663cf612-6397-40c3-a1bd-d309375884c0", "evidence": "chart/waterfall-bridge: Carlyle's Private Equity Value Creation Relative to Publicly Traded Companies", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:26:48.426659+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall / value bridge", "slug": "waterfall-bridge", "status": "active", "bestFor": null, "canonId": "019de52d-19c5-727e-8889-b0b361655fca", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "c96e00fe-6325-49af-a57f-c3a0ec612db2", "evidence": "chart/waterfall-bridge: Carlyle's Private Equity Value Creation Relative to Publicly Traded Companies", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:26:48.460198+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "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": "1a64c864-756d-4b53-b6a2-5063646d07c3", "evidence": "Line chart showing PE-backed company inventory vs publicly listed companies", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:26:48.5248+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "15c6b927-c0d5-484f-bea3-b8bfabb8c616", "evidence": "Comparing private asset performance against public market equivalents", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 14:11:08.365+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "frameworkName": "comparison_frame" }, { "matchId": "de19c0a5-6e77-4b89-afbf-50f91fbcdba0", "evidence": "The chart visualizes the components of value creation as a bridge from a baseline to a total.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 14:11:09.691+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "frameworkName": "waterfall-bridge" }, { "matchId": "ba115b29-1c87-46bf-b0b7-e7f2121696dc", "evidence": "The slide compares two opposing trends over time to support a thesis.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 14:11:11.523+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "frameworkName": "comparison_frame" }, { "matchId": "b52f370d-f0c5-48d0-abf1-b86ff31ae773", "evidence": "The slide uses a five-column icon-based list to present the benefits of the conversion.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 14:11:13.788+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "frameworkName": "list-presentation" }, { "matchId": "ddf65dfc-1e98-4d20-b9e1-585dda32cc0a", "evidence": "Comparing CG's potential index inclusion and peer trading volume performance post-conversion.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 14:11:10.707+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "frameworkName": "comparison_frame" }, { "matchId": "5d0e7edf-76b7-4831-9204-9125a37f8cac", "evidence": "The slide uses a '+' sign to link three distinct pillars (Growth, Value, Technical) to the thesis.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 14:11:11.139+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "frameworkName": "causal-chain" } ], "patterns": [] }, "storymakers": null, "score": null, "review": null, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "title": "The slide features a geometric pattern of squares in blue and green tones, characteristic of The Carlyle Group's branding.", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/u5ZOgRv4ZEhoJC1EgL-IuIG4qFWb7J5vzy9tA0HQTYI/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8xOTYxM2YxZmE2MmE0MGQxYzQwY2ViNTZlYzM3NDg1MC9wMDAxLmpwZw", "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": 33, "componentCount": 5, "textChars": 90, "nDataPoints": 0, "notes": "The slide features a geometric pattern of squares in blue and green tones, characteristic of The Carlyle Group's branding.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:11:06.973+00", "seconds": 2.805, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-e73e-7032-b907-18b059a28a52/1", "deck": "/decks/019de06f-e73e-7032-b907-18b059a28a52", "deckAnchor": "/decks/019de06f-e73e-7032-b907-18b059a28a52#slide-1", "deckJson": "/decks/019de06f-e73e-7032-b907-18b059a28a52.json" }, "components": [ { "bbox": { "h": 0.9, "w": 0.45, "x": 0.05, "y": 0.05 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:06.973+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6ae385cb-1bb6-4f6f-96a3-83f156cd1d33", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.2, "x": 0.65, "y": 0.81 }, "kind": "image", "text": "THE CARLYLE GROUP", "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 14:11:06.973+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a7b4f918-b2b9-4197-991c-13dfb6565311", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.25, "x": 0.57, "y": 0.62 }, "kind": "paragraph", "text": "CURT BUSER\nCHIEF FINANCIAL OFFICER", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:06.973+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6bddd171-cb2a-48a9-a80d-c0f6653b189e", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.1, "x": 0.57, "y": 0.5 }, "kind": "paragraph", "text": "DECEMBER 2019", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:06.973+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f85eaff5-aec9-48fa-be54-dbc669c5c089", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.57, "y": 0.53 }, "kind": "title", "text": "NASDAQ INVESTOR CONFERENCE", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:06.973+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c0d684c4-4301-44e0-8e5e-0ce843136489", "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": "61a5e93b-a569-4d69-8777-e67802bf4b87", "evidence": "NASDAQ INVESTOR CONFERENCE", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:26:47.868175+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/o8id1DOdOBBd0HWZtTF6EaITmSt8PHszrEfRZs-2u10/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8xOTYxM2YxZmE2MmE0MGQxYzQwY2ViNTZlYzM3NDg1MC9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/aAcWkmQepYGEHiWookCiHBvabQM_PSaKxVKPIGgfGXc/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8xOTYxM2YxZmE2MmE0MGQxYzQwY2ViNTZlYzM3NDg1MC9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/eREBGVCMXJDWLZGqHaOd3p3RCG9GwUUGItEAliWuXhU/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8xOTYxM2YxZmE2MmE0MGQxYzQwY2ViNTZlYzM3NDg1MC9wMDAxLnBuZw" }, { "page": 2, "type": "setup", "function": "other", "rawType": "disclaimer", "block": null, "metadata": { "slideType": "disclaimer", "slideTypeCanon": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "019de52d-0801-727b-b98a-5ed095aeee78", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "sparse", "densityScore": 7, "componentCount": 2, "textChars": 86, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:11:08.7+00", "seconds": 4.505, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-e73e-7032-b907-18b059a28a52/2", "deck": "/decks/019de06f-e73e-7032-b907-18b059a28a52", "deckAnchor": "/decks/019de06f-e73e-7032-b907-18b059a28a52#slide-2", "deckJson": "/decks/019de06f-e73e-7032-b907-18b059a28a52.json" }, "components": [ { "bbox": { "h": 0.73, "w": 0.86, "x": 0.07, "y": 0.19 }, "kind": "disclaimer", "text": "This presentation has been prepared by The Carlyle Group L.P. ...", "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 14:11:08.7+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "521ad0df-4411-4180-bf08-7dd089aaafb5", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.25, "x": 0.07, "y": 0.12 }, "kind": "title", "text": "Important Information", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:08.7+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "78bca360-31d7-4129-a75c-867d901c25ea", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "type": "setup", "function": "establish_context", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "sparse", "densityScore": 3, "componentCount": 1, "textChars": 51, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:11:06.535+00", "seconds": 2.237, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-e73e-7032-b907-18b059a28a52/3", "deck": "/decks/019de06f-e73e-7032-b907-18b059a28a52", "deckAnchor": "/decks/019de06f-e73e-7032-b907-18b059a28a52#slide-3", "deckJson": "/decks/019de06f-e73e-7032-b907-18b059a28a52.json" }, "components": [ { "bbox": { "h": 0.171, "w": 0.798, "x": 0.101, "y": 0.392 }, "kind": "title", "text": "CARLYLE IS A LEADING GLOBAL PRIVATE INVESTMENT FIRM", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:06.535+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f40a5efa-7560-4778-8caf-c42e84c81476", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Section divider", "slug": "section-divider", "status": "active", "bestFor": null, "canonId": "019dd9e1-4c66-707d-8d1f-6e14547134c7", "version": 1, "bodyDocId": null, "description": "A transitional slide marking the start of a new section.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e68a9d95-ffa4-4ae5-8bd3-78c60f4184d4", "evidence": "CARLYLE IS A LEADING GLOBAL PRIVATE INVESTMENT FIRM", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:26:47.980995+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 4, "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": 3, "name": "Situation & Context", "beatId": "ef016a0a-25b6-4e7c-9181-a67bee340ed9", "matchId": "ad44a729-6c6b-4796-8327-5ab3da6af3c2", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "The document provides an overview of Carlyle's company and industry", "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": "Slide 4 of a presentation, dated 9/30/2019.", "function": "establish_context", "rawType": "executive_summary", "block": null, "metadata": { "slideType": "executive_summary", "slideTypeCanon": { "name": "Executive summary", "slug": "executive_summary", "status": "active", "canonId": "019de52d-06be-73ff-81b3-f99fe7f0025e", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "balanced", "densityScore": 49, "componentCount": 3, "textChars": 846, "nDataPoints": 7, "notes": "Slide 4 of a presentation, dated 9/30/2019.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:11:08.006+00", "seconds": 3.418, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-e73e-7032-b907-18b059a28a52/4", "deck": "/decks/019de06f-e73e-7032-b907-18b059a28a52", "deckAnchor": "/decks/019de06f-e73e-7032-b907-18b059a28a52#slide-4", "deckJson": "/decks/019de06f-e73e-7032-b907-18b059a28a52.json" }, "components": [ { "bbox": { "h": 0.535, "w": 0.925, "x": 0.068, "y": 0.198 }, "kind": "list", "text": "The Carlyle Group was founded in 1987 in Washington DC\nToday we have more than 1,775 employee across 33 offices on 6 continents\nCarlyle is a global leader in private capital investment management, one of the fastest growth areas of financial services\nCarlyle manages $222 billion in Assets Under Management across four main segments on behalf of our fund investors\nMore than 98% of Fee-earning AUM in locked up, long term fund structures\nCarlyle generated $685 million in Distributable Earnings over the last-12 months, or $1.80 per common unit after tax\nWe generated $520 million in Fee Related Earnings over the LTM, or roughly $1.50/unit on a pre-tax basis\nWe announced our intention to convert to a Full C-Corporation on January 1, 2020, from our current publicly traded partnership status", "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 14:11:08.006+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "11dc79ad-72ab-4002-beba-ab8dc001bb09", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.176, "x": 0.068, "y": 0.924 }, "kind": "source-note", "text": "Note: Data as of 9/30/2019.", "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 14:11:08.006+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "47b99fb4-c7cc-402b-9508-f125999b106a", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.366, "x": 0.068, "y": 0.125 }, "kind": "title", "text": "The Carlyle Group Overview", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:08.006+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4f174160-9577-4e73-9663-934ec48e2c19", "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": "2bc3f9b8-03f7-451d-957d-61c46dacfb1c", "evidence": "The Carlyle Group Overview", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:26:48.04456+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": 4, "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": 3, "name": "Situation & Context", "beatId": "ef016a0a-25b6-4e7c-9181-a67bee340ed9", "matchId": "ad44a729-6c6b-4796-8327-5ab3da6af3c2", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "The document provides an overview of Carlyle's company and industry", "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": "analysis", "title": "The chart displays AUM by segment ($45B, $84B, $45B, $48B) and total AUM ($222B) plus available capital ($73B).", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "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": "overcrowded", "densityScore": 86, "componentCount": 8, "textChars": 801, "nDataPoints": 5, "notes": "The chart displays AUM by segment ($45B, $84B, $45B, $48B) and total AUM ($222B) plus available capital ($73B).", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:11:12.557+00", "seconds": 7.913, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-e73e-7032-b907-18b059a28a52/5", "deck": "/decks/019de06f-e73e-7032-b907-18b059a28a52", "deckAnchor": "/decks/019de06f-e73e-7032-b907-18b059a28a52#slide-5", "deckJson": "/decks/019de06f-e73e-7032-b907-18b059a28a52.json" }, "components": [ { "bbox": { "h": 0.44, "w": 0.44, "x": 0.28, "y": 0.27 }, "kind": "chart", "text": "Donut chart showing AUM distribution", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:12.557+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e657a619-10c8-47b3-b4d2-b0a156c6b807", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.25, "x": 0.72, "y": 0.3 }, "kind": "list", "text": "Corporate Private Equity: Buyout, Long dated P/E, Middle Market and Growth Capital", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:12.557+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4d66be68-f006-41ba-b93b-97723d1c2446", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.25, "x": 0.06, "y": 0.3 }, "kind": "list", "text": "Investment Solutions: Private Equity and Real Estate, Funds, Secondaries, Co-investments", "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 14:11:12.557+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8f437607-e549-4787-8685-5d7cda2e7480", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.25, "x": 0.06, "y": 0.65 }, "kind": "list", "text": "Global Credit: Structured Credit, Direct Lending, Distressed Credit, Opportunistic Credit, Carlyle Aviation Partners", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:12.557+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f194ddf3-7c87-4a2a-919f-94ee4f1219c6", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.25, "x": 0.72, "y": 0.72 }, "kind": "list", "text": "Real Assets: Real Estate, Energy, Power, Infrastructure", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:12.557+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fff16aa4-4527-42d5-8d18-38423fb6b6ed", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.06, "y": 0.9 }, "kind": "source-note", "text": "Note: Data as of 9/30/2019. See The Carlyle Group L.P.'s filings with the U.S. Securities and Exchange Commission for more information on fund performance. 1) Includes three Legacy Energy funds jointly advised with Riverstone Holdings, L.L.C. and seven funds advised by NGP Energy Capital Management.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:12.557+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "63e13576-9e12-4648-af66-b3d1fb61c64e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.32, "y": 0.18 }, "kind": "title", "text": "Carlyle is diversified across sectors with industry leading positions", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:12.557+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9e446731-127e-44fd-81fe-e99339bb52d4", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.06, "y": 0.12 }, "kind": "title", "text": "Carlyle Is A Global Leader In Private Capital Investing", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:12.557+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "64315386-f847-48c4-9893-184c79a33a41", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 9, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Evidence & Proof", "beatId": "c50fec6d-6633-4960-9afd-ee1ef08e6cac", "matchId": "ad44a729-6c6b-4796-8327-5ab3da6af3c2", "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 metrics and data to support Carlyle's performance", "position": 1, "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": [], "locked": true }, { "page": 6, "type": "setup", "title": "The slide uses a 2x2 grid layout to present high-level financial metrics.", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 68, "componentCount": 6, "textChars": 454, "nDataPoints": 4, "notes": "The slide uses a 2x2 grid layout to present high-level financial metrics.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:11:08.218+00", "seconds": 2.811, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-e73e-7032-b907-18b059a28a52/6", "deck": "/decks/019de06f-e73e-7032-b907-18b059a28a52", "deckAnchor": "/decks/019de06f-e73e-7032-b907-18b059a28a52#slide-6", "deckJson": "/decks/019de06f-e73e-7032-b907-18b059a28a52.json" }, "components": [ { "bbox": { "h": 0.3, "w": 0.4, "x": 0.52, "y": 0.56 }, "kind": "metric", "text": "$132 billion Realized Proceeds Back To Our Fund Investors", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:08.218+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "47e27465-3ba7-490e-98d6-f29e77433e8a", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.4, "x": 0.06, "y": 0.19 }, "kind": "metric", "text": "12% Average Annual Carry Fund Appreciation", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:08.218+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "50b87052-6d1e-434f-8c98-e20e150de34a", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.4, "x": 0.52, "y": 0.19 }, "kind": "metric", "text": "$135 billion Capital Raised From Our Fund Investors", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:08.218+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5c3a6e18-0fce-4e5f-89b3-2c5f57dd8541", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.4, "x": 0.06, "y": 0.56 }, "kind": "metric", "text": "$93 billion Invested Capital in our Carry Funds", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:08.218+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6fa94889-8ccb-47e9-94df-56836613eaf1", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.06, "y": 0.91 }, "kind": "source-note", "text": "Note: Data as of 9/30/2019. 1. Represents gross capital raised. Inclusive of redemptions from former hedge fund partnerships and other open ended vehicles, net fundraising was $122 billion.", "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 14:11:08.218+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e7686344-e3e7-4479-a94a-2f0e4b97a048", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.06, "y": 0.12 }, "kind": "title", "text": "Our Activity and Performance Metrics Have Been Robust (Last 5-years)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:08.218+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e7d53f50-5f32-4d8b-93dc-526649c2546d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 9, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Evidence & Proof", "beatId": "c50fec6d-6633-4960-9afd-ee1ef08e6cac", "matchId": "ad44a729-6c6b-4796-8327-5ab3da6af3c2", "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 metrics and data to support Carlyle's performance", "position": 1, "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": [], "locked": true }, { "page": 7, "type": "setup", "function": "establish_context", "rawType": "thesis_headline", "block": null, "metadata": { "slideType": "thesis_headline", "slideTypeCanon": { "name": "Thesis headline", "slug": "thesis_headline", "status": "active", "canonId": "019de52d-073a-70cb-b9f6-772a597bb5af", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "sparse", "densityScore": 4, "componentCount": 1, "textChars": 55, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:11:12.166+00", "seconds": 6.437, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-e73e-7032-b907-18b059a28a52/7", "deck": "/decks/019de06f-e73e-7032-b907-18b059a28a52", "deckAnchor": "/decks/019de06f-e73e-7032-b907-18b059a28a52#slide-7", "deckJson": "/decks/019de06f-e73e-7032-b907-18b059a28a52.json" }, "components": [ { "bbox": { "h": 0.166, "w": 0.796, "x": 0.102, "y": 0.392 }, "kind": "title", "text": "THE PRIVATE CAPITAL INDUSTRY IS NO LONGER \"ALTERNATIVE\"", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:12.166+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f17e3130-102e-490c-8aa7-a6dd943d1170", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 9, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Evidence & Proof", "beatId": "c50fec6d-6633-4960-9afd-ee1ef08e6cac", "matchId": "ad44a729-6c6b-4796-8327-5ab3da6af3c2", "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 metrics and data to support Carlyle's performance", "position": 1, "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": 7, "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": 7, "name": "Desire", "beatId": "8d6463dc-3122-4ed6-aa0e-46784f961af2", "matchId": "ad44a729-6c6b-4796-8327-5ab3da6af3c2", "beatType": { "name": "Desire", "slug": "aida-desire", "status": "active", "canonId": "019dd9b8-11f0-704e-b2bb-fbb6a226467d", "version": 1, "description": null }, "evidence": "The document presents a thesis headline highlighting the growth of the private capital industry", "position": 3, "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": 7, "from": 7, "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": "6cec14df-0533-471f-86c7-3644ff7d12fe", "evidence": "The document presents a thesis headline highlighting the growth of the private capital industry", "position": 0, "objective": "Why is the private capital industry growing?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:08:18.789176+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 8, "type": "analysis", "title": "The chart highlights a 10-year CAGR for various asset classes and notes a total AUM exceeding $6 trillion.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "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": 71, "componentCount": 6, "textChars": 430, "nDataPoints": 100, "notes": "The chart highlights a 10-year CAGR for various asset classes and notes a total AUM exceeding $6 trillion.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:11:09.271+00", "seconds": 3.372, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-e73e-7032-b907-18b059a28a52/8", "deck": "/decks/019de06f-e73e-7032-b907-18b059a28a52", "deckAnchor": "/decks/019de06f-e73e-7032-b907-18b059a28a52#slide-8", "deckJson": "/decks/019de06f-e73e-7032-b907-18b059a28a52.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.13, "x": 0.77, "y": 0.27 }, "kind": "callout", "text": "$6 trillion+", "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 14:11:09.271+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7a4002b3-182d-48c3-9285-e42b591c8233", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.88, "x": 0.06, "y": 0.25 }, "kind": "chart", "text": "Stacked bar chart of AUM by asset class from 2000 to 2019 Q1", "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 14:11:09.271+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "519d8010-c32e-4fde-a970-bc3a807d0474", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.2, "x": 0.32, "y": 0.315 }, "kind": "list", "text": "10-Year CAGR (2009-1Q 2019): Infrastructure: 16%, Private Debt: 12%, Natural Resources: 11%, Private Equity: 10%, Real Estate: 9%, Total Private Capital: 10%", "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 14:11:09.271+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b7a83b99-22f2-4776-8c5c-0657e99b6f60", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.06, "y": 0.92 }, "kind": "source-note", "text": "Source: Preqin accessed October 2019. Data as of 3/31/2019. There is no guarantee that this trend will continue.", "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 14:11:09.271+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "91188d4d-2748-4598-97b1-fa710127aba2", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.5, "x": 0.06, "y": 0.12 }, "kind": "title", "text": "Private Capital Industry Stronger Than Ever", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:09.271+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0e232254-b1bb-4297-bab5-72acf41c2e06", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.06, "y": 0.19 }, "kind": "title", "text": "Historical Assets Under Management ($billions)", "attrs": null, "canon": { "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 14:11:09.271+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7aec2a62-f6e6-414e-b0c0-2a5373e315a7", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 9, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Evidence & Proof", "beatId": "c50fec6d-6633-4960-9afd-ee1ef08e6cac", "matchId": "ad44a729-6c6b-4796-8327-5ab3da6af3c2", "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 metrics and data to support Carlyle's performance", "position": 1, "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": [], "locked": true }, { "page": 9, "type": "setup", "title": "The slide uses bar charts to illustrate performance spreads (bps) between private asset classes and public indices.", "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": 32, "componentCount": 3, "textChars": 274, "nDataPoints": 16, "notes": "The slide uses bar charts to illustrate performance spreads (bps) between private asset classes and public indices.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:11:08.365+00", "seconds": 2.399, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-e73e-7032-b907-18b059a28a52/9", "deck": "/decks/019de06f-e73e-7032-b907-18b059a28a52", "deckAnchor": "/decks/019de06f-e73e-7032-b907-18b059a28a52#slide-9", "deckJson": "/decks/019de06f-e73e-7032-b907-18b059a28a52.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.86, "x": 0.07, "y": 0.2 }, "kind": "chart", "text": "Performance comparison charts for Private Equity, Real Estate, and Private Credit", "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 14:11:08.365+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0264bddf-3b6e-4d68-bd9a-b1f637856a2e", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.86, "x": 0.07, "y": 0.825 }, "kind": "source-note", "text": "1) Cambridge Associates, Buyout & Growth Equity Index... 2) Cambridge Associates, Real Estate Index... 3) Preqin Quarterly Update: Private Debt Q1 2019...", "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 14:11:08.365+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ed2b21c7-6ead-4648-b11b-f15f8fe5e690", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.45, "x": 0.07, "y": 0.12 }, "kind": "title", "text": "Private Capital Continues to Outperform", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:08.365+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0d74d33e-14b4-4e5f-bb75-285c9b762db2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "15c6b927-c0d5-484f-bea3-b8bfabb8c616", "evidence": "Comparing private asset performance against public market equivalents", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 14:11:08.365+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "frameworkName": "comparison_frame" } ], "arcBeats": [ { "to": 9, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Evidence & Proof", "beatId": "c50fec6d-6633-4960-9afd-ee1ef08e6cac", "matchId": "ad44a729-6c6b-4796-8327-5ab3da6af3c2", "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 metrics and data to support Carlyle's performance", "position": 1, "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": [], "locked": true }, { "page": 10, "type": "resolution", "function": "analyze_data", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 78, "componentCount": 7, "textChars": 529, "nDataPoints": 10, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:11:09.2+00", "seconds": 3.163, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-e73e-7032-b907-18b059a28a52/10", "deck": "/decks/019de06f-e73e-7032-b907-18b059a28a52", "deckAnchor": "/decks/019de06f-e73e-7032-b907-18b059a28a52#slide-10", "deckJson": "/decks/019de06f-e73e-7032-b907-18b059a28a52.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.9, "x": 0.07, "y": 0.25 }, "kind": "chart", "text": "Stacked bar chart showing allocation intentions for Private Equity, Private Debt, Infrastructure, Real Estate, and Natural Resources.", "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 14:11:09.2+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "48e72bb9-b2df-403d-85af-e40884148af9", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.07, "y": 0.071 }, "kind": "image", "text": "Images of various beneficiaries: Teachers, Students, Government Employees, First Responders, Retirees, Global Citizens.", "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": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:09.2+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1c5de8c7-d16b-45b2-a30e-20d894a8b4dc", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.2, "x": 0.4, "y": 0.062 }, "kind": "legend", "text": "Maintain / Increase", "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 14:11:09.2+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6f3bb27e-3953-4b1d-ac22-a22392f1ff1b", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.07, "y": 0.092 }, "kind": "source-note", "text": "Source: Preqin Investor Interviews, November 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 14:11:09.2+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ad1abeee-aa70-467e-a4f3-22d227d22fb5", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.06, "y": 0.19 }, "kind": "title", "text": "Investors Expected to Increase or Maintain Allocations in the Longer-Term", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:09.2+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5fba971a-248f-4884-abcd-573763608970", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.9, "x": 0.06, "y": 0.08 }, "kind": "title", "text": "Investment Outperformance Leading to Larger Allocations Which Help Achieve Targeted Investment Returns", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:09.2+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d4a667d8-d348-44bb-b84a-db149adf29b1", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.07, "y": 0.066 }, "kind": "title", "text": "Driving Investment Returns For...", "attrs": null, "canon": { "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 14:11:09.2+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9eeaa897-67fa-41a9-a7c6-8db95d880252", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chartjunk Elimination", "slug": "chartjunk-elimination", "status": "active", "bestFor": null, "canonId": "019dd956-b49e-7453-ab01-b60f338eeda1", "version": 1, "bodyDocId": null, "description": "Remove decorative elements that don't convey data: 3D effects, shadows, unnecessary gridlines", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "20f2b05d-5153-4973-ac5a-0f2a47717fba", "evidence": "Stacked bar chart showing allocation intentions for Private Equity, Private Debt, Infrastructure, Real Estate, and Natural Resources.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:26:48.328868+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Data-Ink Ratio", "slug": "data-ink-ratio", "status": "active", "bestFor": null, "canonId": "019dd956-afc8-70da-b378-92834d36fde6", "version": 1, "bodyDocId": null, "description": "Maximize data, minimize non-data ink - remove chartjunk and decoration", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "849bedd2-f33e-4bef-8e37-2cece7dfaa78", "evidence": "Stacked bar chart showing allocation intentions for Private Equity, Private Debt, Infrastructure, Real Estate, and Natural Resources.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:26:48.360997+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 12, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 10, "name": "Interest", "beatId": "bed0de34-381d-4497-8d1c-0d686b3cf018", "matchId": "ad44a729-6c6b-4796-8327-5ab3da6af3c2", "beatType": { "name": "Interest", "slug": "aida-interest", "status": "active", "canonId": "019dd9b8-115b-7640-827f-fd115885a984", "version": 1, "description": null }, "evidence": "The document provides key takeaways and comparisons to public listings", "position": 4, "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": [], "locked": true }, { "page": 11, "type": "resolution", "title": "The chart is a waterfall-style bridge showing the components of value creation (2.9% base + 3.7% growth + 3.5% margin = 10.1% total, with a 720 bps delta).", "function": "analyze_data", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 58, "componentCount": 4, "textChars": 868, "nDataPoints": 3, "notes": "The chart is a waterfall-style bridge showing the components of value creation (2.9% base + 3.7% growth + 3.5% margin = 10.1% total, with a 720 bps delta).", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:11:09.691+00", "seconds": 3.537, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-e73e-7032-b907-18b059a28a52/11", "deck": "/decks/019de06f-e73e-7032-b907-18b059a28a52", "deckAnchor": "/decks/019de06f-e73e-7032-b907-18b059a28a52#slide-11", "deckJson": "/decks/019de06f-e73e-7032-b907-18b059a28a52.json" }, "components": [ { "bbox": { "h": 0.635, "w": 0.435, "x": 0.068, "y": 0.201 }, "kind": "chart", "text": "Carlyle's Private Equity Value Creation Relative to Publicly Traded Companies", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Waterfall bridge / value bridge", "slug": "waterfall-bridge", "status": "active", "canonId": "019de52d-0055-7469-ba67-a7f7a327dec1", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall-bridge", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:09.691+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b239ac96-4008-4f21-bf67-37143c6c3f88", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.362, "x": 0.57, "y": 0.228 }, "kind": "list", "text": "Impact of Private Capital: Support good companies to grow into great companies; Enable businesses to grow by providing access to capital to expand; CapEx to develop or refurbish hundreds of office building, medical centers, warehouses and multi-family apartment buidings; Modernize public infrastructure; Provide investors with access to some of the world's fastest growing companies", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:09.691+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "776e9e3b-30cc-42d3-bcae-05171641e25a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.86, "x": 0.068, "y": 0.882 }, "kind": "source-note", "text": "*CAGR from Q4 2015 to Q4 2018. Carlyle data representative of all companies in the CPE portfolio from Q4 2015 to Q4 2018. Source: Carlyle Analysis of Proprietary Portfolio Company Data, S&P Capital IQ, September 2019. Please see “Important Information” for more information about the use of, & comparisons to, indexes. There is no assurance that this trend will continue", "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 14:11:09.691+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "87d2eaf5-9e9c-4a10-bdae-9f3e51b673ab", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.468, "x": 0.068, "y": 0.125 }, "kind": "title", "text": "Private Equity Is An Engine for Growth", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:09.691+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "278b5e65-8dad-4a26-9f45-8602960eaf87", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "663cf612-6397-40c3-a1bd-d309375884c0", "evidence": "chart/waterfall-bridge: Carlyle's Private Equity Value Creation Relative to Publicly Traded Companies", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:26:48.426659+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall / value bridge", "slug": "waterfall-bridge", "status": "active", "bestFor": null, "canonId": "019de52d-19c5-727e-8889-b0b361655fca", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "c96e00fe-6325-49af-a57f-c3a0ec612db2", "evidence": "chart/waterfall-bridge: Carlyle's Private Equity Value Creation Relative to Publicly Traded Companies", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:26:48.460198+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "de19c0a5-6e77-4b89-afbf-50f91fbcdba0", "evidence": "The chart visualizes the components of value creation as a bridge from a baseline to a total.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 14:11:09.691+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "frameworkName": "waterfall-bridge" } ], "arcBeats": [ { "to": 12, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 10, "name": "Interest", "beatId": "bed0de34-381d-4497-8d1c-0d686b3cf018", "matchId": "ad44a729-6c6b-4796-8327-5ab3da6af3c2", "beatType": { "name": "Interest", "slug": "aida-interest", "status": "active", "canonId": "019dd9b8-115b-7640-827f-fd115885a984", "version": 1, "description": null }, "evidence": "The document provides key takeaways and comparisons to public listings", "position": 4, "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": [], "locked": true }, { "page": 12, "type": "analysis", "title": "The chart illustrates a clear inverse correlation between private equity inventory and public market listings.", "function": "analyze_data", "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": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 46, "componentCount": 4, "textChars": 318, "nDataPoints": 38, "notes": "The chart illustrates a clear inverse correlation between private equity inventory and public market listings.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:11:11.523+00", "seconds": 5.179, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-e73e-7032-b907-18b059a28a52/12", "deck": "/decks/019de06f-e73e-7032-b907-18b059a28a52", "deckAnchor": "/decks/019de06f-e73e-7032-b907-18b059a28a52#slide-12", "deckJson": "/decks/019de06f-e73e-7032-b907-18b059a28a52.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.78, "x": 0.12, "y": 0.28 }, "kind": "chart", "text": "Line chart showing PE-backed company inventory vs publicly listed companies", "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 14:11:11.523+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4c66e161-e6b8-4e8e-ba5d-f5e16facb7c4", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.45, "x": 0.07, "y": 0.925 }, "kind": "source-note", "text": "Source: PitchBook 3Q 2018 M&A Report; CRSP. There is no guarantee these trends will continue.", "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 14:11:11.523+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "72d5c9e3-d934-41e9-8db6-ff303b8b0a93", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.86, "x": 0.07, "y": 0.19 }, "kind": "title", "text": "Companies increasingly looking to stay private longer and require private capital to grow", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:11.523+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cf36425d-9734-4ddd-8a4b-c773f403f814", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.72, "x": 0.07, "y": 0.12 }, "kind": "title", "text": "Growth in PE-Backed Companies Mirrors Fall in Public Listings", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:11.523+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3d64ffb5-c1ac-42dc-9fd1-e338cdf5afa4", "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": "1a64c864-756d-4b53-b6a2-5063646d07c3", "evidence": "Line chart showing PE-backed company inventory vs publicly listed companies", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:26:48.5248+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "ba115b29-1c87-46bf-b0b7-e7f2121696dc", "evidence": "The slide compares two opposing trends over time to support a thesis.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 14:11:11.523+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "frameworkName": "comparison_frame" } ], "arcBeats": [ { "to": 12, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 10, "name": "Interest", "beatId": "bed0de34-381d-4497-8d1c-0d686b3cf018", "matchId": "ad44a729-6c6b-4796-8327-5ab3da6af3c2", "beatType": { "name": "Interest", "slug": "aida-interest", "status": "active", "canonId": "019dd9b8-115b-7640-827f-fd115885a984", "version": 1, "description": null }, "evidence": "The document provides key takeaways and comparisons to public listings", "position": 4, "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": [], "locked": true }, { "page": 13, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 3, "componentCount": 1, "textChars": 46, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:11:10.292+00", "seconds": 3.591, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-e73e-7032-b907-18b059a28a52/13", "deck": "/decks/019de06f-e73e-7032-b907-18b059a28a52", "deckAnchor": "/decks/019de06f-e73e-7032-b907-18b059a28a52#slide-13", "deckJson": "/decks/019de06f-e73e-7032-b907-18b059a28a52.json" }, "components": [ { "bbox": { "h": 0.166, "w": 0.798, "x": 0.101, "y": 0.392 }, "kind": "title", "text": "CARLYLE PLATFORM HAS STRONG OPERATING MOMENTUM", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:10.292+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e85abafa-0937-4543-aa17-f8b1fd9be975", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 14, "type": "analysis", "title": "The chart uses a stacked bar format to distinguish between Core and Legacy AUM, with a trend line indicating growth in Core AUM.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "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": 53, "componentCount": 4, "textChars": 498, "nDataPoints": 16, "notes": "The chart uses a stacked bar format to distinguish between Core and Legacy AUM, with a trend line indicating growth in Core AUM.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:11:09.878+00", "seconds": 3.102, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-e73e-7032-b907-18b059a28a52/14", "deck": "/decks/019de06f-e73e-7032-b907-18b059a28a52", "deckAnchor": "/decks/019de06f-e73e-7032-b907-18b059a28a52#slide-14", "deckJson": "/decks/019de06f-e73e-7032-b907-18b059a28a52.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.45, "x": 0.06, "y": 0.2 }, "kind": "chart", "text": "FEE-EARNING AUM ($BN)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "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 14:11:09.878+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "97e8f417-ad38-4efe-afb1-dd7918152d1f", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.45, "x": 0.52, "y": 0.2 }, "kind": "list", "text": "Fee-earning AUM of $159 billion near record levels in CPE, Real Assets & Global Credit; Recently surpassed multi-year $100 billion fundraising target; Strong Core Fee-earning AUM CAGR of 10% since 2012; 98% of Fee-earning AUM in locked up, long term fund structures; $7.6 billion in Pending Fee-earning AUM.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:09.878+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0629f427-5d62-44c1-bff8-d145db0f4fcc", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.06, "y": 0.88 }, "kind": "source-note", "text": "Note: Data as of 9/30/2019. 1) Core excludes Legacy FEAUM. 2) Pending Fee-earning AUM of $7.6 billion.", "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 14:11:09.878+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c920589f-1372-43f2-9b02-d26a8b779eed", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.06, "y": 0.12 }, "kind": "title", "text": "Fee-earning AUM Has Accelerated With Significant Fundraising Success", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:09.878+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "233c07e7-fe22-4719-95ef-370f59f99f62", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 15, "type": "analysis", "title": "The chart uses a dual-axis combination of stacked bars (FRE) and a line (FRE Margin).", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "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": 4, "textChars": 962, "nDataPoints": 10, "notes": "The chart uses a dual-axis combination of stacked bars (FRE) and a line (FRE Margin).", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:11:09.845+00", "seconds": 3.033, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-e73e-7032-b907-18b059a28a52/15", "deck": "/decks/019de06f-e73e-7032-b907-18b059a28a52", "deckAnchor": "/decks/019de06f-e73e-7032-b907-18b059a28a52#slide-15", "deckJson": "/decks/019de06f-e73e-7032-b907-18b059a28a52.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.48, "x": 0.45, "y": 0.19 }, "kind": "chart", "text": "FRE & MARGIN TRENDS", "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 14:11:09.845+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e678b7b3-3ff2-44c0-9bca-15e16ab63d35", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.38, "x": 0.07, "y": 0.19 }, "kind": "list", "text": "Fee Related Earnings growth accelerated over the last few years. FRE of $345 million through Q3 2019 positions CG to generate approximately $450 million for FY 2019 & we expect continued growth from here. FRE Margin was 28% through Q3 2019 benefiting from high incremental margin revenue, up substantially from the prior 2 years. We are targeting $500 million in annual FRE over the next couple years and the expansion of pre-tax FRE margins to ≥ 30% over the next several years", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:09.845+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a20e3c7d-2045-4ca3-9a6b-5b38f2cfc2e6", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.85, "x": 0.07, "y": 0.89 }, "kind": "source-note", "text": "Note: Data as of 9/30/2019. Reflects Management's views as of 12/2/2019. 1) 2017 Fee Related Earnings were $192 million, and $124 million net of $68 million in net insurance recoveries. 2018 Fee Related Earnings were $350 million, and $318 million net of $32 million in insurance recoveries. FRE Margins are based on Fee Related Earnings excluding the impact of insurance recoveries.", "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 14:11:09.845+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4e30e373-b90d-4f36-8392-f671cafe64da", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.85, "x": 0.07, "y": 0.08 }, "kind": "title", "text": "Fee Related Earnings And Margins Moving Higher And We Expect The Trend To Continue", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:09.845+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "49c0878f-8a8c-4206-bfe3-1b999e081c5c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 16, "type": "setup", "function": "quantify_opportunity", "rawType": "comparison_table", "block": null, "metadata": { "slideType": "comparison_table", "slideTypeCanon": { "name": "Comparison table", "slug": "comparison_table", "status": "active", "canonId": "019de52d-0a06-73f8-8813-fe022fab1de2", "version": 1, "description": null }, "function": "quantify_opportunity", "functionCanon": { "name": "Quantify opportunity", "slug": "quantify_opportunity", "status": "active", "canonId": "019de52d-17e4-726f-aa15-83350acef1dd", "version": 1, "description": null }, "density": "sparse", "densityScore": 24, "componentCount": 3, "textChars": 173, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:11:11.113+00", "seconds": 4.015, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-e73e-7032-b907-18b059a28a52/16", "deck": "/decks/019de06f-e73e-7032-b907-18b059a28a52", "deckAnchor": "/decks/019de06f-e73e-7032-b907-18b059a28a52#slide-16", "deckJson": "/decks/019de06f-e73e-7032-b907-18b059a28a52.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.35, "x": 0.06, "y": 0.92 }, "kind": "disclaimer", "text": "Note: Data as of 9/30/2019. Presented for illustrative purposes only,", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:11.113+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fb76fed1-e630-472b-a3b3-28d25295488c", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.88, "x": 0.06, "y": 0.195 }, "kind": "table", "text": "Growth Opportunity | Example / Data Point", "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 14:11:11.113+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bfb36883-f113-49fb-b115-36bcc6f56928", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.6, "x": 0.06, "y": 0.12 }, "kind": "title", "text": "Positioned to Grow Fee Related Earnings and Investment Platform", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:11.113+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "747c7915-88de-4c33-a5b7-7b6960b1ea2d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 17, "type": "analysis", "title": "Data as of 9/30/2019.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "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": 53, "componentCount": 5, "textChars": 302, "nDataPoints": 9, "notes": "Data as of 9/30/2019.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:11:09.676+00", "seconds": 2.408, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-e73e-7032-b907-18b059a28a52/17", "deck": "/decks/019de06f-e73e-7032-b907-18b059a28a52", "deckAnchor": "/decks/019de06f-e73e-7032-b907-18b059a28a52#slide-17", "deckJson": "/decks/019de06f-e73e-7032-b907-18b059a28a52.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.3, "x": 0.06, "y": 0.19 }, "kind": "chart", "text": "Remaining Fair Value of Capital", "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 14:11:09.676+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "09e4aaa6-6e90-4fee-8fe3-a92307adcdf7", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.3, "x": 0.66, "y": 0.19 }, "kind": "chart", "text": "Net Realized Performance Revenue", "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 14:11:09.676+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "175529f4-e03d-4e74-a11d-172a0760a211", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.3, "x": 0.36, "y": 0.19 }, "kind": "chart", "text": "Net Accrued Performance Revenue", "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 14:11:09.676+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "754d6e21-fc22-4491-8466-ec4aa44969ec", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.06, "y": 0.92 }, "kind": "source-note", "text": "Note: Data as of 9/30/2019. There is no guarantee these trends will continue.", "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 14:11:09.676+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4a658d63-6967-4fd8-b39a-0aed9635d4bd", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.85, "x": 0.06, "y": 0.08 }, "kind": "title", "text": "Accelerating Remaining Fair Value and Net Accrued Performance Revenue Support Upcoming Recovery in Net Realized Performance Revenue", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:09.676+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "237bf3aa-bd4b-41dc-b493-6af5676e6edc", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 18, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 3, "componentCount": 1, "textChars": 52, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:11:09.195+00", "seconds": 1.867, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-e73e-7032-b907-18b059a28a52/18", "deck": "/decks/019de06f-e73e-7032-b907-18b059a28a52", "deckAnchor": "/decks/019de06f-e73e-7032-b907-18b059a28a52#slide-18", "deckJson": "/decks/019de06f-e73e-7032-b907-18b059a28a52.json" }, "components": [ { "bbox": { "h": 0.186, "w": 0.796, "x": 0.102, "y": 0.407 }, "kind": "title", "text": "C-CORP CONVERSION WILL HELP UNLOCK SHAREHOLDER VALUE", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:09.195+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0abd6fe8-d3ea-48c5-b051-dcfc39347277", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 22, "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": 18, "name": "Impact & Next Steps", "beatId": "09493996-6525-4ca5-b331-a7203d2e6855", "matchId": "ad44a729-6c6b-4796-8327-5ab3da6af3c2", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document discusses the conversion to a C-Corp and its expected impact", "position": 2, "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": 20, "from": 18, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "2fb742d6-4103-4f5b-9fbf-880cb93d251c", "evidence": "The document discusses the conversion to a C-Corp and its expected benefits", "position": 1, "objective": "What are the benefits of converting to a C-Corp?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:08:18.835823+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 19, "type": "setup", "title": "The slide outlines the rationale for the corporate conversion using a five-pillar benefit framework.", "function": "present_solution", "rawType": "thesis_headline", "block": null, "metadata": { "slideType": "thesis_headline", "slideTypeCanon": { "name": "Thesis headline", "slug": "thesis_headline", "status": "active", "canonId": "019de52d-073a-70cb-b9f6-772a597bb5af", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "balanced", "densityScore": 46, "componentCount": 4, "textChars": 415, "nDataPoints": 2, "notes": "The slide outlines the rationale for the corporate conversion using a five-pillar benefit framework.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:11:13.788+00", "seconds": 6.433, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-e73e-7032-b907-18b059a28a52/19", "deck": "/decks/019de06f-e73e-7032-b907-18b059a28a52", "deckAnchor": "/decks/019de06f-e73e-7032-b907-18b059a28a52#slide-19", "deckJson": "/decks/019de06f-e73e-7032-b907-18b059a28a52.json" }, "components": [ { "bbox": { "h": 0.38, "w": 0.86, "x": 0.07, "y": 0.44 }, "kind": "image", "text": "Five pillars: Simple structure, Industry leading governance, Valuable dividend, Fully aligned rights, Maximizes index inclusion.", "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": "Icon grid", "slug": "icon-grid", "status": "active", "canonId": "019de52c-fdfe-749d-9990-1db465a3eed4", "version": 1, "description": null }, "framework": null }, "subkind": "icon-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:13.788+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "79c72aa7-ef39-4922-ba12-2cda9c91fc5f", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.85, "x": 0.07, "y": 0.23 }, "kind": "list", "text": "Carlyle will convert to a Corporation as of January 1, 2020\nImplementing a fixed $1.00/share dividend for 2020 (current yield: ~3.5%)", "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 14:11:13.788+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f9937524-22f1-4494-9805-112fef9b00fb", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.06, "y": 0.092 }, "kind": "source-note", "text": "Note: Current yield based on a $1.00 fixed dividend at current share price as of 11/22/19.", "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 14:11:13.788+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5f81f390-d472-44bd-add6-e19c2381786f", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.78, "x": 0.06, "y": 0.12 }, "kind": "title", "text": "We Are Converting To A C-Corp From A Publicly Traded Partnership", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:13.788+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ca3b2ad2-c424-451a-ad7e-2f8779e3f432", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "b52f370d-f0c5-48d0-abf1-b86ff31ae773", "evidence": "The slide uses a five-column icon-based list to present the benefits of the conversion.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 14:11:13.788+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "frameworkName": "list-presentation" } ], "arcBeats": [ { "to": 22, "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": 18, "name": "Impact & Next Steps", "beatId": "09493996-6525-4ca5-b331-a7203d2e6855", "matchId": "ad44a729-6c6b-4796-8327-5ab3da6af3c2", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document discusses the conversion to a C-Corp and its expected impact", "position": 2, "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": 20, "from": 18, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "2fb742d6-4103-4f5b-9fbf-880cb93d251c", "evidence": "The document discusses the conversion to a C-Corp and its expected benefits", "position": 1, "objective": "What are the benefits of converting to a C-Corp?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:08:18.835823+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 20, "type": "setup", "title": "The chart shows the impact of the Blackstone (BX) conversion on trading volume for peers.", "function": "quantify_opportunity", "rawType": "thesis_headline", "block": null, "metadata": { "slideType": "thesis_headline", "slideTypeCanon": { "name": "Thesis headline", "slug": "thesis_headline", "status": "active", "canonId": "019de52d-073a-70cb-b9f6-772a597bb5af", "version": 1, "description": null }, "function": "quantify_opportunity", "functionCanon": { "name": "Quantify opportunity", "slug": "quantify_opportunity", "status": "active", "canonId": "019de52d-17e4-726f-aa15-83350acef1dd", "version": 1, "description": null }, "density": "dense", "densityScore": 51, "componentCount": 4, "textChars": 495, "nDataPoints": 7, "notes": "The chart shows the impact of the Blackstone (BX) conversion on trading volume for peers.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:11:10.707+00", "seconds": 3.302, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-e73e-7032-b907-18b059a28a52/20", "deck": "/decks/019de06f-e73e-7032-b907-18b059a28a52", "deckAnchor": "/decks/019de06f-e73e-7032-b907-18b059a28a52#slide-20", "deckJson": "/decks/019de06f-e73e-7032-b907-18b059a28a52.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.45, "x": 0.52, "y": 0.2 }, "kind": "chart", "text": "% Change in Average Daily Trading Volume (post BX conversion announcement)", "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 14:11:10.707+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5c9446e4-51cb-4e3e-bc94-e29036e88825", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.85, "x": 0.06, "y": 0.88 }, "kind": "disclaimer", "text": "1. Measures average daily trading volume from April 18, 2019 compared to the YTD average until April 17, 2019. There is no guarantee these trends will continue. Note: There is no guarantee CG will be included in any index family.", "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 14:11:10.707+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7bc1719e-3fc0-450a-bc91-4c5681c529c4", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.45, "x": 0.06, "y": 0.2 }, "kind": "list", "text": "Expect Significant Index Inclusion in 1H20: CRSP, S&P TMI, MSCI, Russell, S&P Indices", "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 14:11:10.707+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a177533f-dc19-4dc3-9845-749fd785be95", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.06, "y": 0.08 }, "kind": "title", "text": "Conversion to Full C-Corp (Effective January 2020) Will Help Unlock Shareholder Value and Trading Liquidity", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:10.707+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ae0df9ca-4f07-4052-8f15-66c1862a2c84", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "ddf65dfc-1e98-4d20-b9e1-585dda32cc0a", "evidence": "Comparing CG's potential index inclusion and peer trading volume performance post-conversion.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 14:11:10.707+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "frameworkName": "comparison_frame" } ], "arcBeats": [ { "to": 22, "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": 18, "name": "Impact & Next Steps", "beatId": "09493996-6525-4ca5-b331-a7203d2e6855", "matchId": "ad44a729-6c6b-4796-8327-5ab3da6af3c2", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document discusses the conversion to a C-Corp and its expected impact", "position": 2, "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": 20, "from": 18, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "2fb742d6-4103-4f5b-9fbf-880cb93d251c", "evidence": "The document discusses the conversion to a C-Corp and its expected benefits", "position": 1, "objective": "What are the benefits of converting to a C-Corp?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:08:18.835823+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 21, "type": "setup", "title": "Uses a causal chain/additive framework to present three pillars of investment thesis.", "function": "summarize", "rawType": "thesis_headline", "block": null, "metadata": { "slideType": "thesis_headline", "slideTypeCanon": { "name": "Thesis headline", "slug": "thesis_headline", "status": "active", "canonId": "019de52d-073a-70cb-b9f6-772a597bb5af", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 83, "componentCount": 7, "textChars": 741, "nDataPoints": 12, "notes": "Uses a causal chain/additive framework to present three pillars of investment thesis.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:11:11.139+00", "seconds": 3.295, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-e73e-7032-b907-18b059a28a52/21", "deck": "/decks/019de06f-e73e-7032-b907-18b059a28a52", "deckAnchor": "/decks/019de06f-e73e-7032-b907-18b059a28a52#slide-21", "deckJson": "/decks/019de06f-e73e-7032-b907-18b059a28a52.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.25, "x": 0.38, "y": 0.3 }, "kind": "chart", "text": "PRICE TO 2020E", "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 14:11:11.139+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4a1e6603-7955-4e40-8e01-b6252274577f", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.25, "x": 0.38, "y": 0.6 }, "kind": "chart", "text": "CONSENSUS EPS GROWTH (2019E – 2021E)", "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 14:11:11.139+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4fba4dd7-342b-41db-a667-388070591075", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.25, "x": 0.06, "y": 0.6 }, "kind": "chart", "text": "NET ACCRUED PERFORMANCE REVENUE ($BN)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:11.139+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "afe221c4-849e-4bab-92d2-c1668a15f6cf", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.25, "x": 0.06, "y": 0.3 }, "kind": "chart", "text": "FEE-EARNING AUM ($BN)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:11.139+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d847fdfe-f375-4075-a741-d82f36e79db5", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.25, "x": 0.7, "y": 0.3 }, "kind": "list", "text": "Carlyle will convert to a Full C-Corp effective January 1, 2020. Removal of K-1 reporting likely to improve relative attractiveness to investors. CG inclusion into indices and benchmarks could drive significant active and passive buying demand.", "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 14:11:11.139+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f39920ed-d8a3-4ebe-99b3-c47eee1d7bc8", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.06, "y": 0.9 }, "kind": "source-note", "text": "Note: Valuation data as of November 22, 2019. Source: Factset. Presented for illustrative purposes only. Please see “Important Information” slides for information about the use of and reliance on projections. 1. Peers include Apollo, ARES, Blackstone, KKR. Consensus EPS growth is calculated as the total EPS growth from 2019E to 2021E.", "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 14:11:11.139+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "229fb503-3ca4-4f21-aeaa-68cac74355b4", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.6, "x": 0.06, "y": 0.12 }, "kind": "title", "text": "Carlyle Presents An Attractive Investment Opportunity", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:11.139+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "009593dd-4ad8-4835-be70-f5ffe5ce649e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "5d0e7edf-76b7-4831-9204-9125a37f8cac", "evidence": "The slide uses a '+' sign to link three distinct pillars (Growth, Value, Technical) to the thesis.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 14:11:11.139+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "frameworkName": "causal-chain" } ], "arcBeats": [ { "to": 22, "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": 18, "name": "Impact & Next Steps", "beatId": "09493996-6525-4ca5-b331-a7203d2e6855", "matchId": "ad44a729-6c6b-4796-8327-5ab3da6af3c2", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document discusses the conversion to a C-Corp and its expected impact", "position": 2, "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": 22, "type": "resolution", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 38, "componentCount": 2, "textChars": 610, "nDataPoints": 1, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:11:10.226+00", "seconds": 2.09, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-e73e-7032-b907-18b059a28a52/22", "deck": "/decks/019de06f-e73e-7032-b907-18b059a28a52", "deckAnchor": "/decks/019de06f-e73e-7032-b907-18b059a28a52#slide-22", "deckJson": "/decks/019de06f-e73e-7032-b907-18b059a28a52.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.91, "x": 0.068, "y": 0.25 }, "kind": "list", "text": "Carlyle is a global leader in the growing private capital industry\nWe are committed to delivering strong results for all of our stakeholders (including fund investors, unitholders, employees and our communities)\nContinued margin expansion and growth initiatives driving further FRE growth\nLatest vintage of flagship investment funds generally tracking in line with predecessor funds, with $1.8 billion of accrued performance revenues underpinning future net realized performance revenue growth\nOur full C-corp conversion expected to help unlock shareholder value", "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 14:11:10.226+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "82fa5485-fb61-4960-aba6-77488396814b", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.615, "x": 0.068, "y": 0.125 }, "kind": "title", "text": "We Are Performing Well And Positioned For Growth", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:10.226+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "747371e9-9c7d-464d-b01e-a7f27d3dd55c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 22, "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": 18, "name": "Impact & Next Steps", "beatId": "09493996-6525-4ca5-b331-a7203d2e6855", "matchId": "ad44a729-6c6b-4796-8327-5ab3da6af3c2", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document discusses the conversion to a C-Corp and its expected impact", "position": 2, "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": 23, "type": "setup", "function": "front_matter", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 1, "componentCount": 1, "textChars": 17, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:11:09.847+00", "seconds": 1.605, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-e73e-7032-b907-18b059a28a52/23", "deck": "/decks/019de06f-e73e-7032-b907-18b059a28a52", "deckAnchor": "/decks/019de06f-e73e-7032-b907-18b059a28a52#slide-23", "deckJson": "/decks/019de06f-e73e-7032-b907-18b059a28a52.json" }, "components": [ { "bbox": { "h": 0.131, "w": 0.734, "x": 0.133, "y": 0.435 }, "kind": "title", "text": "The Carlyle Group", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:09.847+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "92b29751-7867-463b-8141-1c2c0e3acfd8", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 24, "type": "appendix", "function": "appendix", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 0, "componentCount": 1, "textChars": 8, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:11:10.143+00", "seconds": 1.576, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-e73e-7032-b907-18b059a28a52/24", "deck": "/decks/019de06f-e73e-7032-b907-18b059a28a52", "deckAnchor": "/decks/019de06f-e73e-7032-b907-18b059a28a52#slide-24", "deckJson": "/decks/019de06f-e73e-7032-b907-18b059a28a52.json" }, "components": [ { "bbox": { "h": 0.087, "w": 0.222, "x": 0.389, "y": 0.458 }, "kind": "title", "text": "APPENDIX", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:10.143+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "407c3164-07aa-40fa-925d-d5c00c2efcb3", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 25, "type": "analysis", "title": "The slide contains two side-by-side tables: Quarterly Data (4Q17-3Q19) and Annual Data (2014-YTD 2019).", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "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": 57, "componentCount": 4, "textChars": 554, "nDataPoints": 480, "notes": "The slide contains two side-by-side tables: Quarterly Data (4Q17-3Q19) and Annual Data (2014-YTD 2019).", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:11:15.979+00", "seconds": 7.312, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-e73e-7032-b907-18b059a28a52/25", "deck": "/decks/019de06f-e73e-7032-b907-18b059a28a52", "deckAnchor": "/decks/019de06f-e73e-7032-b907-18b059a28a52#slide-25", "deckJson": "/decks/019de06f-e73e-7032-b907-18b059a28a52.json" }, "components": [ { "bbox": { "h": 0.045, "w": 0.93, "x": 0.068, "y": 0.855 }, "kind": "disclaimer", "text": "Note: segments may not add to total due to rounding; for definitions of the operating metrics above, please see The Carlyle Group LP's filings with the Securities and Exchange Commission. In early 2018, our Global Market Strategies business was renamed to Global Credit.", "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 14:11:15.979+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3890bcbe-6b47-473d-9ca1-57159057f6b6", "parentComponentId": null }, { "bbox": { "h": 0.735, "w": 0.435, "x": 0.563, "y": 0.192 }, "kind": "table", "text": "Annual Data table showing AUM, Fee-earning AUM, Fundraising, Invested Capital, Realized Proceeds, and Fund Appreciation by segment.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "KPI table", "slug": "kpi", "status": "active", "canonId": "019de52d-0324-7799-a84e-d0885a8ad400", "version": 1, "description": null }, "framework": null }, "subkind": "kpi", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:15.979+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "32c162b6-0a08-4c19-bb24-137db2bd6be9", "parentComponentId": null }, { "bbox": { "h": 0.735, "w": 0.435, "x": 0.068, "y": 0.192 }, "kind": "table", "text": "Quarterly Data table showing AUM, Fee-earning AUM, Fundraising, Invested Capital, Realized Proceeds, and Fund Appreciation by segment.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "KPI table", "slug": "kpi", "status": "active", "canonId": "019de52d-0324-7799-a84e-d0885a8ad400", "version": 1, "description": null }, "framework": null }, "subkind": "kpi", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:15.979+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6101ebd5-7194-4ca7-9cc7-9a49dba72a72", "parentComponentId": null }, { "bbox": { "h": 0.028, "w": 0.295, "x": 0.068, "y": 0.125 }, "kind": "title", "text": "Key Metrics Summary", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:15.979+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "75019d27-3cc0-4d0e-a02e-864f6e5286f9", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 26, "type": "analysis", "title": "Data as of 9/30/2019.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "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": 37, "componentCount": 3, "textChars": 312, "nDataPoints": 150, "notes": "Data as of 9/30/2019.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:11:12.644+00", "seconds": 3.955, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-e73e-7032-b907-18b059a28a52/26", "deck": "/decks/019de06f-e73e-7032-b907-18b059a28a52", "deckAnchor": "/decks/019de06f-e73e-7032-b907-18b059a28a52#slide-26", "deckJson": "/decks/019de06f-e73e-7032-b907-18b059a28a52.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.55, "x": 0.06, "y": 0.091 }, "kind": "subtitle", "text": "Note: Data as of 9/30/2019. See \"Selected Financial Data\" in Carlyle's periodic and annual reports filed with the U.S. Securities and Exchange Commission.", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:12.644+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a0f45126-acb3-437c-9fbe-e70b69fc109e", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.88, "x": 0.06, "y": 0.18 }, "kind": "table", "text": "Financial table showing Segment Revenues, Expenses, Distributable Earnings, and Per Unit Measures across 4Q18-3Q19 and 2015-YTD 2019.", "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 14:11:12.644+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0ee98311-0f5e-4f47-b3f6-dce7c9cec4f7", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.35, "x": 0.06, "y": 0.12 }, "kind": "title", "text": "Summary Financial Results", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:12.644+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3b37e208-fed4-43fd-a54a-bfc5f8d085bf", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 27, "type": "analysis", "title": "The table provides a detailed breakdown of adjustments including unrealized revenues, investment income, equity-based compensation, and other non-operating item", "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": 34, "componentCount": 3, "textChars": 265, "nDataPoints": 180, "notes": "The table provides a detailed breakdown of adjustments including unrealized revenues, investment income, equity-based compensation, and other non-operating items.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:11:12.252+00", "seconds": 3.289, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-e73e-7032-b907-18b059a28a52/27", "deck": "/decks/019de06f-e73e-7032-b907-18b059a28a52", "deckAnchor": "/decks/019de06f-e73e-7032-b907-18b059a28a52#slide-27", "deckJson": "/decks/019de06f-e73e-7032-b907-18b059a28a52.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.91, "x": 0.045, "y": 0.87 }, "kind": "subtitle", "text": "Note: Data as of 9/30/2019. 1) The three months ended... 2) Equity-based compensation...", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:12.252+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d569a581-5261-46ba-8720-3728a22fefb2", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.91, "x": 0.045, "y": 0.24 }, "kind": "table", "text": "Financial reconciliation table with rows for income, adjustments, and earnings metrics, and columns for 3Q18-3Q19 and 2015-YTD 2019.", "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 14:11:12.252+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "228616b3-9f03-4add-a4fd-a8d29ac451fd", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.57, "x": 0.045, "y": 0.125 }, "kind": "title", "text": "Reconciliation of GAAP to Non-GAAP Financials", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:11:12.252+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f7073904-239a-4e1d-85d3-7a6177069d59", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 3, "to": 4, "label": "Situation & Context", "description": "The document provides an overview of Carlyle's company and industry" }, { "from": 5, "to": 9, "label": "Evidence & Proof", "description": "The document presents various metrics and data to support Carlyle's performance" }, { "from": 18, "to": 22, "label": "Impact & Next Steps", "description": "The document discusses the conversion to a C-Corp and its expected impact" }, { "from": 7, "to": 7, "label": "Desire", "description": "The document presents a thesis headline highlighting the growth of the private capital industry" }, { "from": 10, "to": 12, "label": "Interest", "description": "The document provides key takeaways and comparisons to public listings" } ], "loops": [ { "from": 7, "to": 7, "label": "Golden Circle", "description": "Why is the private capital industry growing?" }, { "from": 18, "to": 20, "label": "Cost Of Inaction", "description": "What are the benefits of converting to a C-Corp?" } ] }