{ "schemaVersion": "deck-intelligence.v1", "id": "019de070-baa9-7170-821a-fb7700f30da5", "slug": "90ab76f86f753b49e209584ad784bab7", "title": "ModivCare | Results Presentation Deck | 11 slides", "subtitle": "ModivCare · 2021-02", "author": "ModivCare", "date": "2021-02-01 00:00:00", "pageCount": 11, "kind": "conference-presentation", "orientation": "landscape", "aspectRatio": 1.3333334, "document": { "id": "019de070-baa9-7170-821a-fb7700f30da5", "slug": "90ab76f86f753b49e209584ad784bab7", "title": "ModivCare | Results Presentation Deck | 11 slides", "rawTitle": "ModivCare | Results Presentation Deck | 11 slides", "authorId": "modivcare", "authorName": "ModivCare", "authorDisplay": "ModivCare", "kind": { "slug": "conference-presentation", "label": "Conference presentation" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2021-02__modivcare__results__90ab76f8.pdf", "sourceUrl": "https://www.slidebook.io/company/modivcare/presentation/90ab76f86f753b49e209584ad784bab7/", "sourceDate": "2021-02-26 00:00:00", "presentationDate": "2021-02-01 00:00:00", "ingestedAt": "2026-04-30 22:09:37.553283+00", "status": "ready", "pageCount": 11, "orientation": "landscape", "aspectRatio": 1.3333334, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "medical-care-facilities", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2021-02__modivcare__results__90ab76f8", "image_width": 1920, "image_format": "jpg", "deck_type_raw": "Results Presentation Deck", "deck_type_slug": null, "source_url_pattern": "https://www.slidebook.io/company/{company_slug}/presentation/{deck_id}/" } }, "coverage": { "pageCount": 11, "pagesIndexed": 11, "pagesWithImages": 11, "pagesWithMetadata": 11, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 37, "chartCount": 4, "metricSlides": 0, "toolMatches": 2, "documentToolMatches": 0, "frameworkMatches": 0, "arcMatches": 1, "beatMatches": 4, "loopMatches": 2, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "55e1718c-3ffd-408d-9df4-c5257cbcfe90", "evidence": "The deck structure follows a typical earnings presentation format, with sections on financial summary, investment highlights, and valuation.", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:12:26.893725+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 6, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 4, "name": "Financials", "beatId": "b5a88f95-dc8c-48cd-b083-7694f6bba50b", "matchId": "55e1718c-3ffd-408d-9df4-c5257cbcfe90", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 4-6 provide a financial summary, cash flow update, and other financial metrics.", "position": 0, "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": null, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": null, "name": "null", "beatId": "fc31c83f-55c8-4c80-a99d-fd7dc8abdd6e", "matchId": "55e1718c-3ffd-408d-9df4-c5257cbcfe90", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": null, "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": null, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": null, "name": "null", "beatId": "ea1ce258-0d3c-4399-bc33-59bd057e8eb3", "matchId": "55e1718c-3ffd-408d-9df4-c5257cbcfe90", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": null, "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 11, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 11, "name": "Valuation", "beatId": "de97d1d5-2a48-44d7-936b-8d19ba50e773", "matchId": "55e1718c-3ffd-408d-9df4-c5257cbcfe90", "beatType": null, "evidence": "Slide 11 provides an illustrative valuation table.", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 6, "from": 4, "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": "86f307fc-df47-47e4-96b6-a1afdbd50bb2", "evidence": "Slides 4-6 provide financial metrics, implying that not investing may result in missed opportunities.", "position": 0, "objective": "Highlighting financial performance to justify investment", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:12:27.049243+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 11, "from": 4, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null, "categoryName": "Consulting Framework", "categorySlug": "consulting-framework" }, "matchId": "bce02cdf-199f-4f7b-b389-e3c4ac81dedc", "evidence": "Slides 4-11 discuss financial performance, investment highlights, and valuation, suggesting a big bet on the company's growth.", "position": 1, "objective": "Presenting investment opportunities and valuation", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:12:27.082107+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": "d3a6dac2-d801-4fb9-9ebf-2886b8a052e5", "evidence": "title/headline: Q4 2020 EARNINGS PRESENTATION", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:31:42.15031+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": "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": "34b29c45-0161-4cff-ace9-716aeeddd99a", "evidence": "chart/bar-vertical: Adjusted EBITDA ($ mm) Q4 2019 to Q4 2020", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 03:31:42.31381+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "patterns": [] }, "storymakers": null, "score": null, "review": null, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/BeEQ08bR2Dk2qvjjbI7TE75jhpZL5whQgFCpkzqLYvU/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy85MGFiNzZmODZmNzUzYjQ5ZTIwOTU4NGFkNzg0YmFiNy9wMDAxLmpwZw", "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": 22, "componentCount": 4, "textChars": 82, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 13:48:38.412+00", "seconds": 2.722, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-baa9-7170-821a-fb7700f30da5/1", "deck": "/decks/019de070-baa9-7170-821a-fb7700f30da5", "deckAnchor": "/decks/019de070-baa9-7170-821a-fb7700f30da5#slide-1", "deckJson": "/decks/019de070-baa9-7170-821a-fb7700f30da5.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.78, "x": 0.11, "y": 0.35 }, "kind": "image", "text": "modivcare", "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 13:48:38.412+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "04b81dd8-0c0f-4656-a987-340b5ccede6c", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.2, "x": 0.04, "y": 0.11 }, "kind": "paragraph", "text": "February 26, 2021\nNASDAQ: MODV", "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 13:48:38.412+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bd4f1fea-bf94-403c-91ed-356f30a92a3c", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.28, "x": 0.04, "y": 0.06 }, "kind": "title", "text": "MODIVCARE INC.", "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 13:48:38.412+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0dbc04ac-3505-4273-8e14-645d606a33a4", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 1, "x": 0, "y": 0.75 }, "kind": "title", "text": "Q4 2020 EARNINGS PRESENTATION", "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 13:48:38.412+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "76bdd353-aede-495f-8dac-4edadd98b7f9", "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": "d3a6dac2-d801-4fb9-9ebf-2886b8a052e5", "evidence": "title/headline: Q4 2020 EARNINGS PRESENTATION", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:31:42.15031+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/STCeiDvYjjKxH1av3V_pUHXgFFZyIhwx9eQDNdp8vqs/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy85MGFiNzZmODZmNzUzYjQ5ZTIwOTU4NGFkNzg0YmFiNy9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/38F0Ht6jGOshcTs1ooXUpVx_PDkw5OPj-MNEaXnM-NA/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy85MGFiNzZmODZmNzUzYjQ5ZTIwOTU4NGFkNzg0YmFiNy9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/0e1HTJuEMmuhSICRvcfpCXoMro5ZxArA4wF-MTdg-0U/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy85MGFiNzZmODZmNzUzYjQ5ZTIwOTU4NGFkNzg0YmFiNy9wMDAxLnBuZw" }, { "page": 2, "type": "setup", "function": "front_matter", "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": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "balanced", "densityScore": 42, "componentCount": 4, "textChars": 417, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 13:48:37.986+00", "seconds": 2.291, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-baa9-7170-821a-fb7700f30da5/2", "deck": "/decks/019de070-baa9-7170-821a-fb7700f30da5", "deckAnchor": "/decks/019de070-baa9-7170-821a-fb7700f30da5#slide-2", "deckJson": "/decks/019de070-baa9-7170-821a-fb7700f30da5.json" }, "components": [ { "bbox": { "h": 0.38, "w": 0.88, "x": 0.06, "y": 0.54 }, "kind": "paragraph", "text": "In addition to the financial results prepared in accordance with generally accepted accounting principles in the United States (“GAAP”), this press release includes EBITDA and Adjusted EBITDA...", "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 13:48:37.986+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1b06e9cb-f83e-46d7-a02a-45fb682f1d07", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.88, "x": 0.06, "y": 0.14 }, "kind": "paragraph", "text": "Certain statements contained in this presentation constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995...", "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 13:48:37.986+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b7be3841-8b52-467e-b2ee-d47fa65d1574", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.25, "x": 0.06, "y": 0.5 }, "kind": "title", "text": "Non-GAAP Financial 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 13:48:37.986+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2dbe5eae-ea31-47fb-9a31-233a5c282a07", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.45, "x": 0.06, "y": 0.06 }, "kind": "title", "text": "FORWARD LOOKING STATEMENTS", "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 13:48:37.986+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b1a9462c-706e-41eb-8283-a3503bd5b5b7", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "type": "setup", "function": "front_matter", "rawType": "agenda", "block": null, "metadata": { "slideType": "agenda", "slideTypeCanon": { "name": "Agenda", "slug": "agenda", "status": "active", "canonId": "019de52d-061b-7470-b138-3ffa5e612cce", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "balanced", "densityScore": 38, "componentCount": 2, "textChars": 946, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 13:48:41.9+00", "seconds": 5.732, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-baa9-7170-821a-fb7700f30da5/3", "deck": "/decks/019de070-baa9-7170-821a-fb7700f30da5", "deckAnchor": "/decks/019de070-baa9-7170-821a-fb7700f30da5#slide-3", "deckJson": "/decks/019de070-baa9-7170-821a-fb7700f30da5.json" }, "components": [ { "bbox": { "h": 0.75, "w": 0.825, "x": 0.065, "y": 0.155 }, "kind": "list", "text": "Opening Remarks – Dan Greenleaf, President and Chief Executive Officer\nRecap of Q4 and accomplishments in 2020\nSharpened focus on the Social Determinants of Health\nUpgraded senior leadership team and supporting talent\nActed on the voice of the customer\nAdvanced key technology and center of excellence optimization initiatives\nAcquired National MedTrans and seamlessly folded it into our business\nPurchased Simplura Health, providing a new platform for growth in personal care\nEliminated the convertible preferred, simplifying the capital structure\nPositioned Company for a successful rebranding to ModivCare in January 2021\nComments on rebranding\nProviding support during the pandemic\nNutritional meal delivery program\nRides for vaccinations\nTransportation for home health aides\nPlatform for growth in place (NEMT, personal care, nutritional meal delivery)\nDiscussion of Financial Results – Kevin Dotts, Chief Financial Officer\nQ&A", "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 13:48:41.9+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1bc4ee12-bd77-4305-9c8c-f487adc96aa3", "parentComponentId": null }, { "bbox": { "h": 0.055, "w": 0.365, "x": 0.058, "y": 0.063 }, "kind": "title", "text": "TODAY'S AGENDA", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 13:48:41.9+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0e4ca936-1028-46ef-bb95-4b41a7ba9a04", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 4, "type": "analysis", "title": "Includes a footnote regarding non-GAAP reconciliation.", "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": 67, "componentCount": 6, "textChars": 438, "nDataPoints": 4, "notes": "Includes a footnote regarding non-GAAP reconciliation.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 13:48:51.659+00", "seconds": 15.298, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-baa9-7170-821a-fb7700f30da5/4", "deck": "/decks/019de070-baa9-7170-821a-fb7700f30da5", "deckAnchor": "/decks/019de070-baa9-7170-821a-fb7700f30da5#slide-4", "deckJson": "/decks/019de070-baa9-7170-821a-fb7700f30da5.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.35, "x": 0.07, "y": 0.56 }, "kind": "chart", "text": "Adjusted EBITDA ($ mm) Q4 2019 to Q4 2020", "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 13:48:51.659+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e94a5857-d53f-4b69-afaa-b0d002e1cb1d", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.35, "x": 0.07, "y": 0.165 }, "kind": "chart", "text": "Revenue ($ mm) Q4 2019 to Q4 2020", "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 13:48:51.659+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ee9595c8-8890-4ac1-8ceb-295e30e3467d", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.48, "x": 0.46, "y": 0.25 }, "kind": "list", "text": "Revenue drivers: National MedTrans acquisition, higher membership, Simplura Health Group acquisition, offset by COVID-19 impact.", "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 13:48:51.659+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "95f3eb5b-9bf9-4322-bf77-bf6313334cb0", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.48, "x": 0.46, "y": 0.63 }, "kind": "list", "text": "Adjusted EBITDA drivers: operational improvement (Six Pillars), contributions from acquisitions, and utilization changes on capitated contracts.", "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 13:48:51.659+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d252f39-32d4-4349-b28c-d66cdc068097", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.06, "y": 0.96 }, "kind": "source-note", "text": "1 See appendix for a reconciliation of non-GAAP financial measures.", "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 13:48:51.659+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c80c35da-ddcc-44a4-a19b-8ab7693f2a8b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.06, "y": 0.06 }, "kind": "title", "text": "Q4 2020 FINANCIAL 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 13:48:51.659+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d09928df-6990-48bb-b6e8-2e6b861ad244", "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": "34b29c45-0161-4cff-ace9-716aeeddd99a", "evidence": "chart/bar-vertical: Adjusted EBITDA ($ mm) Q4 2019 to Q4 2020", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 03:31:42.31381+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 6, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 4, "name": "Financials", "beatId": "b5a88f95-dc8c-48cd-b083-7694f6bba50b", "matchId": "55e1718c-3ffd-408d-9df4-c5257cbcfe90", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 4-6 provide a financial summary, cash flow update, and other financial metrics.", "position": 0, "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": 6, "from": 4, "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": "86f307fc-df47-47e4-96b6-a1afdbd50bb2", "evidence": "Slides 4-6 provide financial metrics, implying that not investing may result in missed opportunities.", "position": 0, "objective": "Highlighting financial performance to justify investment", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:12:27.049243+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 11, "from": 4, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "bce02cdf-199f-4f7b-b389-e3c4ac81dedc", "evidence": "Slides 4-11 discuss financial performance, investment highlights, and valuation, suggesting a big bet on the company's growth.", "position": 1, "objective": "Presenting investment opportunities and valuation", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:12:27.082107+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 5, "type": "analysis", "title": "The slide highlights significant growth in both revenue and EBITDA, attributed to specific service offerings.", "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": 43, "componentCount": 4, "textChars": 337, "nDataPoints": 4, "notes": "The slide highlights significant growth in both revenue and EBITDA, attributed to specific service offerings.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 13:48:38.903+00", "seconds": 2.533, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-baa9-7170-821a-fb7700f30da5/5", "deck": "/decks/019de070-baa9-7170-821a-fb7700f30da5", "deckAnchor": "/decks/019de070-baa9-7170-821a-fb7700f30da5#slide-5", "deckJson": "/decks/019de070-baa9-7170-821a-fb7700f30da5.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.42, "x": 0.07, "y": 0.16 }, "kind": "chart", "text": "Revenue ($ mm) Q4 2019 to Q4 2020", "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 13:48:38.903+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9558ec89-5b6b-48f8-b384-7fecbbee36a4", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.42, "x": 0.56, "y": 0.16 }, "kind": "chart", "text": "Adjusted EBITDA ($ mm) Q4 2019 to Q4 2020", "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 13:48:38.903+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d94903ea-743f-4a5c-befc-f71bcab5eac7", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.07, "y": 0.6 }, "kind": "paragraph", "text": "Matrix's revenue and Adjusted EBITDA for the quarter were positively impacted by continued success with its new Employee Health and Wellness solution as well as Clinical Solutions offerings developed for companies maintaining critical operations.", "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 13:48:38.903+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9047e499-93ca-4170-aa98-a4cf31b17057", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.43, "x": 0.06, "y": 0.06 }, "kind": "title", "text": "MATRIX INVESTMENT", "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 13:48:38.903+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ce79a54e-f389-4553-adad-d217621e632d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 6, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 4, "name": "Financials", "beatId": "b5a88f95-dc8c-48cd-b083-7694f6bba50b", "matchId": "55e1718c-3ffd-408d-9df4-c5257cbcfe90", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 4-6 provide a financial summary, cash flow update, and other financial metrics.", "position": 0, "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": 6, "from": 4, "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": "86f307fc-df47-47e4-96b6-a1afdbd50bb2", "evidence": "Slides 4-6 provide financial metrics, implying that not investing may result in missed opportunities.", "position": 0, "objective": "Highlighting financial performance to justify investment", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:12:27.049243+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 11, "from": 4, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "bce02cdf-199f-4f7b-b389-e3c4ac81dedc", "evidence": "Slides 4-11 discuss financial performance, investment highlights, and valuation, suggesting a big bet on the company's growth.", "position": 1, "objective": "Presenting investment opportunities and valuation", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:12:27.082107+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 6, "type": "analysis", "title": "The table shows a significant increase in Cash Provided By Operations in 2020 compared to 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": 42, "componentCount": 3, "textChars": 448, "nDataPoints": 24, "notes": "The table shows a significant increase in Cash Provided By Operations in 2020 compared to 2019.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 13:48:38.738+00", "seconds": 2.272, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-baa9-7170-821a-fb7700f30da5/6", "deck": "/decks/019de070-baa9-7170-821a-fb7700f30da5", "deckAnchor": "/decks/019de070-baa9-7170-821a-fb7700f30da5#slide-6", "deckJson": "/decks/019de070-baa9-7170-821a-fb7700f30da5.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.86, "x": 0.07, "y": 0.59 }, "kind": "list", "text": "Collections related to profit corridor and reconciliation contracts in Q4 2020 resulted in working capital pick up of $42mm that may be refunded at some point in the future; Paid down $75mm revolver balance; No outstanding revolver debt at 12/31", "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 13:48:38.738+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "23348ec9-8334-4918-89e1-90b8d4ab5299", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.86, "x": 0.07, "y": 0.248 }, "kind": "table", "text": "Cash flow table showing Q4 2019, Q4 2020, Full Year 2019, and Full Year 2020 figures for Cash Flow Before Working Capital, Working Capital Changes, Cash Provided By Operations, and Capex.", "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 13:48:38.738+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "acd643e0-6019-41ff-bb7e-0596d57591c5", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.35, "x": 0.06, "y": 0.06 }, "kind": "title", "text": "CASH FLOW UPDATE", "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 13:48:38.738+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ba30e348-9cd1-4531-8e0b-ee69a47b4d69", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 6, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 4, "name": "Financials", "beatId": "b5a88f95-dc8c-48cd-b083-7694f6bba50b", "matchId": "55e1718c-3ffd-408d-9df4-c5257cbcfe90", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 4-6 provide a financial summary, cash flow update, and other financial metrics.", "position": 0, "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": 6, "from": 4, "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": "86f307fc-df47-47e4-96b6-a1afdbd50bb2", "evidence": "Slides 4-6 provide financial metrics, implying that not investing may result in missed opportunities.", "position": 0, "objective": "Highlighting financial performance to justify investment", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:12:27.049243+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 11, "from": 4, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "bce02cdf-199f-4f7b-b389-e3c4ac81dedc", "evidence": "Slides 4-11 discuss financial performance, investment highlights, and valuation, suggesting a big bet on the company's growth.", "position": 1, "objective": "Presenting investment opportunities and valuation", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:12:27.082107+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 7, "type": "analysis", "title": "The table tracks financial position over five quarters.", "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": 31, "componentCount": 3, "textChars": 243, "nDataPoints": 25, "notes": "The table tracks financial position over five quarters.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 13:48:39.805+00", "seconds": 3.292, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-baa9-7170-821a-fb7700f30da5/7", "deck": "/decks/019de070-baa9-7170-821a-fb7700f30da5", "deckAnchor": "/decks/019de070-baa9-7170-821a-fb7700f30da5#slide-7", "deckJson": "/decks/019de070-baa9-7170-821a-fb7700f30da5.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.65, "x": 0.08, "y": 0.95 }, "kind": "source-note", "text": "Prior to Q3 2020, shares outstanding equals common shares outstanding plus total preferred shares on an as-converted basis.", "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 13:48:39.805+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0d82d022-43e9-4c32-8363-d72bc7b28c3f", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.84, "x": 0.08, "y": 0.289 }, "kind": "table", "text": "Cash, Debt, Net Cash / (Debt), Matrix Carrying Value, Shares Outstanding (mm) across Q4 2019-Q4 2020", "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 13:48:39.805+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "231d3f0f-4b1b-406d-bc46-f4cea81be532", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.48, "x": 0.06, "y": 0.06 }, "kind": "title", "text": "BALANCE SHEET UPDATE", "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 13:48:39.805+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0edd4840-0876-460c-baef-1d6e5eb9f3b8", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [ { "to": 11, "from": 4, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "bce02cdf-199f-4f7b-b389-e3c4ac81dedc", "evidence": "Slides 4-11 discuss financial performance, investment highlights, and valuation, suggesting a big bet on the company's growth.", "position": 1, "objective": "Presenting investment opportunities and valuation", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:12:27.082107+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 8, "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": 4, "componentCount": 2, "textChars": 27, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 13:48:38.479+00", "seconds": 1.702, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-baa9-7170-821a-fb7700f30da5/8", "deck": "/decks/019de070-baa9-7170-821a-fb7700f30da5", "deckAnchor": "/decks/019de070-baa9-7170-821a-fb7700f30da5#slide-8", "deckJson": "/decks/019de070-baa9-7170-821a-fb7700f30da5.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.18, "x": 0.78, "y": 0.95 }, "kind": "paragraph", "text": "MODIVCARE INC. // 8", "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 13:48:38.479+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a3f359ec-83bb-4015-a12e-f7249bf6db80", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.18, "x": 0.41, "y": 0.41 }, "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 13:48:38.479+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f48eb342-dea4-4873-936f-f34ae43fc033", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [ { "to": 11, "from": 4, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "bce02cdf-199f-4f7b-b389-e3c4ac81dedc", "evidence": "Slides 4-11 discuss financial performance, investment highlights, and valuation, suggesting a big bet on the company's growth.", "position": 1, "objective": "Presenting investment opportunities and valuation", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:12:27.082107+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 9, "type": "analysis", "title": "Standard financial reconciliation table format.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 33, "componentCount": 2, "textChars": 342, "nDataPoints": 48, "notes": "Standard financial reconciliation table format.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 13:48:39.287+00", "seconds": 2.371, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-baa9-7170-821a-fb7700f30da5/9", "deck": "/decks/019de070-baa9-7170-821a-fb7700f30da5", "deckAnchor": "/decks/019de070-baa9-7170-821a-fb7700f30da5#slide-9", "deckJson": "/decks/019de070-baa9-7170-821a-fb7700f30da5.json" }, "components": [ { "bbox": { "h": 0.68, "w": 0.86, "x": 0.07, "y": 0.21 }, "kind": "table", "text": "Revenue, (Loss) Income from Cont Ops, Interest Expense, Net, Income Tax Provision (Benefit), Depreciation and Amortization, EBITDA, COVID-19 Related Costs, Transaction Expense, Restructuring and Related Expense, Equity in Net (Income) Loss of Investee, Litigation Expense, Adjusted EBITDA", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 13:48:39.287+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d8da61d-b3c1-44a1-a11c-f4ada8154d84", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.68, "x": 0.06, "y": 0.06 }, "kind": "title", "text": "ADJUSTED EBITDA RECONCILIATION (CONTINUING OPERATIONS)", "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 13:48:39.287+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6f5f1a91-edcf-4e89-bc92-f9ea3f234dcb", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [ { "to": 11, "from": 4, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "bce02cdf-199f-4f7b-b389-e3c4ac81dedc", "evidence": "Slides 4-11 discuss financial performance, investment highlights, and valuation, suggesting a big bet on the company's growth.", "position": 1, "objective": "Presenting investment opportunities and valuation", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:12:27.082107+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 10, "type": "analysis", "title": "The table includes adjustments for COVID-19 costs, management fees, transaction costs, severance, integration, restructuring, and asset impairment.", "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": 36, "componentCount": 3, "textChars": 317, "nDataPoints": 56, "notes": "The table includes adjustments for COVID-19 costs, management fees, transaction costs, severance, integration, restructuring, and asset impairment.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 13:48:39.722+00", "seconds": 2.67, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-baa9-7170-821a-fb7700f30da5/10", "deck": "/decks/019de070-baa9-7170-821a-fb7700f30da5", "deckAnchor": "/decks/019de070-baa9-7170-821a-fb7700f30da5#slide-10", "deckJson": "/decks/019de070-baa9-7170-821a-fb7700f30da5.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.75, "x": 0.07, "y": 0.92 }, "kind": "disclaimer", "text": "The results of our equity method investment are excluded from the calculation of ModivCare's Adjusted EBITDA and Adjusted Net Income.", "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 13:48:39.722+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cc379f9f-6746-49df-b6b0-e87eeb5b48fd", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.86, "x": 0.07, "y": 0.225 }, "kind": "table", "text": "Financial reconciliation table with rows for Revenue, Net Income, Interest, Tax, D&A, EBITDA, and various adjustments leading to Adjusted EBITDA.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 13:48:39.722+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fcf3c7c8-748d-40e7-bc3e-10cbefc13209", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.68, "x": 0.06, "y": 0.06 }, "kind": "title", "text": "ADJUSTED EBITDA RECONCILIATION (MATRIX)", "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 13:48:39.722+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "274df356-8bb7-4a66-bbfb-80c17cfc85e1", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [ { "to": 11, "from": 4, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "bce02cdf-199f-4f7b-b389-e3c4ac81dedc", "evidence": "Slides 4-11 discuss financial performance, investment highlights, and valuation, suggesting a big bet on the company's growth.", "position": 1, "objective": "Presenting investment opportunities and valuation", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:12:27.082107+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 11, "type": "setup", "title": "The slide highlights that Matrix trades at different multiples than ModivCare due to capital structure differences.", "function": "show_valuation_bridge", "rawType": "valuation_table", "block": null, "metadata": { "slideType": "valuation_table", "slideTypeCanon": { "name": "Valuation table", "slug": "valuation_table", "status": "active", "canonId": "019de52d-12c3-77cd-8474-6cd39cf844cb", "version": 1, "description": null }, "function": "show_valuation_bridge", "functionCanon": { "name": "Show valuation bridge", "slug": "show_valuation_bridge", "status": "active", "canonId": "019de52d-1883-716e-9dec-4981e70b840a", "version": 1, "description": null }, "density": "dense", "densityScore": 51, "componentCount": 4, "textChars": 490, "nDataPoints": 7, "notes": "The slide highlights that Matrix trades at different multiples than ModivCare due to capital structure differences.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 13:48:40.095+00", "seconds": 3.016, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-baa9-7170-821a-fb7700f30da5/11", "deck": "/decks/019de070-baa9-7170-821a-fb7700f30da5", "deckAnchor": "/decks/019de070-baa9-7170-821a-fb7700f30da5#slide-11", "deckJson": "/decks/019de070-baa9-7170-821a-fb7700f30da5.json" }, "components": [ { "bbox": { "h": 0.11, "w": 0.88, "x": 0.06, "y": 0.19 }, "kind": "list", "text": "Legacy risk adjustment models consistently trade at EBITDA multiples of 10x-12x\nNew risk- and value-based models similar to Matrix are obtaining EBITDA multiples greater than 12x", "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 13:48:40.095+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "14113102-a767-4c89-8b74-144e1da9f921", "parentComponentId": null }, { "bbox": { "h": 0.48, "w": 0.84, "x": 0.08, "y": 0.37 }, "kind": "table", "text": "LTM Adjusted EBITDA (12/31/20) $113.3; Illustrative Multiple 10.0x; Implied Enterprise Value $1,133; Less: Net Debt (12/31/20) ($246); Theoretical Equity Value $887; MODV Ownership 43.6%; Potential Value to MODV Shareholders (Pre-Tax) $387", "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": "Valuation table", "slug": "valuation", "status": "active", "canonId": "019de52d-034c-74ed-b5c8-22b5e6ac196d", "version": 1, "description": null }, "framework": null }, "subkind": "valuation", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 13:48:40.095+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "25678de1-8d09-4124-859c-b3722e1c63fe", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.45, "x": 0.06, "y": 0.06 }, "kind": "title", "text": "MATRIX – ILLUSTRATIVE VALUATION", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 13:48:40.095+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c6d54e35-68ed-4303-94bf-b4b588587749", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.45, "x": 0.06, "y": 0.12 }, "kind": "title", "text": "DIFFERENT CAPITAL STRUCTURE THAN MODIVCARE", "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 13:48:40.095+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "46dcb572-c0cc-4bdc-af57-03a2f160c14c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 11, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 11, "name": "Valuation", "beatId": "de97d1d5-2a48-44d7-936b-8d19ba50e773", "matchId": "55e1718c-3ffd-408d-9df4-c5257cbcfe90", "beatType": null, "evidence": "Slide 11 provides an illustrative valuation table.", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 11, "from": 4, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "bce02cdf-199f-4f7b-b389-e3c4ac81dedc", "evidence": "Slides 4-11 discuss financial performance, investment highlights, and valuation, suggesting a big bet on the company's growth.", "position": 1, "objective": "Presenting investment opportunities and valuation", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:12:27.082107+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true } ], "arcBeats": [ { "from": 4, "to": 6, "label": "Financials", "description": "Slides 4-6 provide a financial summary, cash flow update, and other financial metrics." }, { "from": 11, "to": 11, "label": "Valuation", "description": "Slide 11 provides an illustrative valuation table." } ], "loops": [ { "from": 4, "to": 6, "label": "Cost Of Inaction", "description": "Highlighting financial performance to justify investment" }, { "from": 4, "to": 11, "label": "Quick Win Big Bet", "description": "Presenting investment opportunities and valuation" } ] }