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Kinnevik · research-note

Kinnevik | Results Presentation Deck | 20 slides

20 pages · 0 arc beats · 0 loops

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Kinnevik | Results Presentation Deck | 20 slides

Kinnevik · 2022-04
arc beats above · slides in the middle · loops below · scroll → 0 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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Deck intelligence map

1
coverage by narrative range · generated from this deck JSON
Narrative range 20 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Whole deck 20 slides 100% 20/20 slides 100% 20/20 slides · 87 hits
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40% 8/20 slides 55% 11/20 slides
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— 0/20 slides

Slide inventory

20
every slide · same image gating as the playbook
01
Slide 1
front_matter
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02
front_matter
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03
Includes a Venn diagram illustrating the overlap of US GAAP, IFRS, and IPEV.present_framework
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04
The slide uses a mix of bar charts to illustrate market exuberance in 2021.analyze_data
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05
The chart compares high-growth (>30%) vs low-growth (<20%) SaaS multiples against the 5-year median and US Treasury yields.analyze_data
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06
The slide uses a clover-like infographic to group 8 key metrics related to market cooling and capital availability.analyze_data
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07
The diagram uses a flower-like structure to map characteristics (Financial, Business, Geographic, Relevance) against three peer categories (InPost, Food Delivercompare_peers
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08
The scatter plot illustrates the relationship between peer multiple changes and discount adjustments, justifying the firm's valuation methodology.preempt_rebuttal
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09
The chart uses a stacked bar approach to show premium/discount relative to a baseline, overlaid with trend lines for peer and investee multiples.analyze_data
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10
The slide explains the methodology for adjusting valuations based on recent funding rounds and market conditions.analyze_data
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11
The chart illustrates the concept of 'growing into a valuation' where initial high premiums compress over time as operational performance (ARR) catches up.analyze_data
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12
Includes a stacked bar chart comparing ownership percentages to invested capital distribution across Common, Series A, B, and C.analyze_data
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13
The diagram uses a circular feedback loop with a 'haircut' annotation on the investee plans.present_framework
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14
The chart uses a waterfall-style bridge to explain the delta between the initial portfolio performance and the final NAV impact.analyze_data
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15
The chart uses a waterfall bridge format to explain the variance in fair value.show_valuation_bridge
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16
The slide uses a mapping/flow diagram to illustrate the transition from three legacy categories to six new ones.present_framework
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17
The slide uses a grid-based categorization framework to map portfolio companies to specific sectors.present_framework
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18
The table highlights the valuation drivers (growth rate, transaction recency) for unlisted assets compared to public peers.compare_peers
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19
state_next_steps
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20
The slide uses a high-contrast abstract background with a central logo overlay.front_matter
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