{ "schemaVersion": "deck-intelligence.v1", "id": "019de073-8fa6-7688-b308-3ff3cab8257e", "slug": "e2b0fc74271853297c76f16cfae9002b", "title": "Morgan Stanley | Investment Banking Pitch Book | 8 slides", "subtitle": "Morgan Stanley · 2022-09", "author": "Morgan Stanley", "date": "2022-09-01 00:00:00", "pageCount": 8, "kind": "consulting-deck", "orientation": "landscape", "aspectRatio": 1.7777778, "document": { "id": "019de073-8fa6-7688-b308-3ff3cab8257e", "slug": "e2b0fc74271853297c76f16cfae9002b", "title": "Morgan Stanley | Investment Banking Pitch Book | 8 slides", "rawTitle": "Morgan Stanley | Investment Banking Pitch Book | 8 slides", "authorId": "morgan-stanley", "authorName": "Morgan Stanley", "authorDisplay": "Morgan Stanley", "kind": { "slug": "consulting-deck", "label": "Consulting deck" }, "sourceType": { "slug": "investment_bank", "label": "Investment bank" }, "fileName": "2022-09__morgan-stanley__ib-pitchbook__e2b0fc74.pdf", "sourceUrl": "https://www.slidebook.io/company/morgan-stanley/presentation/e2b0fc74271853297c76f16cfae9002b/", "sourceDate": "2022-09-15 00:00:00", "presentationDate": "2022-09-01 00:00:00", "ingestedAt": "2026-04-30 22:12:43.147366+00", "status": "ready", "pageCount": 8, "orientation": "landscape", "aspectRatio": 1.7777778, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "capital-markets", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2022-09__morgan-stanley__ib-pitchbook__e2b0fc74", "image_width": 1920, "image_format": "jpg", "deck_type_raw": "Investment Banking Pitch Book", "deck_type_slug": null, "source_url_pattern": "https://www.slidebook.io/company/{company_slug}/presentation/{deck_id}/" } }, "coverage": { "pageCount": 8, "pagesIndexed": 8, "pagesWithImages": 8, "pagesWithMetadata": 8, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 28, "chartCount": 0, "metricSlides": 0, "toolMatches": 2, "documentToolMatches": 0, "frameworkMatches": 1, "arcMatches": 1, "beatMatches": 4, "loopMatches": 2, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": true, "reviewAvailable": true, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "5f465244-0fed-4ad7-b56d-6a2e1e5229d2", "evidence": "The sequence of slides presents a logical flow from situation and context to evidence and proof, and finally to impact and next steps.", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:26:24.329933+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 1, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 1, "name": "Situation & Context", "beatId": "2ec9b5ce-8997-4f5e-86fd-8dbd0daa9fab", "matchId": "5f465244-0fed-4ad7-b56d-6a2e1e5229d2", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "The cover slide presents the funding requirements considerations.", "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": 5, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 2, "name": "Evidence & Proof", "beatId": "c21d5278-677e-4759-96df-fbaf57eb18df", "matchId": "5f465244-0fed-4ad7-b56d-6a2e1e5229d2", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The data tables and financial analysis provide evidence and proof for the funding requirements.", "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, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 6, "name": "Impact & Next Steps", "beatId": "33315483-a5b6-4737-b2ce-9732e0b98c3a", "matchId": "5f465244-0fed-4ad7-b56d-6a2e1e5229d2", "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 capitalization summary and aggregate value build provide insight into the impact of the funding.", "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": 8, "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": 8, "name": "Action", "beatId": "fa8b40a1-23bc-4197-b727-4156412a9c61", "matchId": "5f465244-0fed-4ad7-b56d-6a2e1e5229d2", "beatType": { "name": "Action", "slug": "aida-action", "status": "active", "canonId": "019dd9b8-1285-74f0-8552-c04c08014586", "version": 1, "description": null }, "evidence": "The legal disclaimer slide concludes the presentation.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 5, "from": 2, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null, "categoryName": "Logical Reasoning", "categorySlug": "logical-reasoning" }, "matchId": "eb3bc275-2031-4a33-95df-bf317edf5e3e", "evidence": "The data tables illustrate the impact of different equity rollover scenarios.", "position": 0, "objective": "What are the implications of different equity rollover scenarios on the equity check required by the sponsor?", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:26:24.50606+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 3, "from": 1, "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": "37242f11-b91d-4b9a-a975-22052d1dfa0e", "evidence": "The funding requirements considerations and preliminary valuation matrix imply the costs of inaction.", "position": 1, "objective": "What are the costs of not securing funding?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:26:24.541686+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": "0778f23b-7225-4d56-9627-2e0e2c01e1c6", "evidence": "This slide has a title, logo, and other elements typical of a cover slide.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:10:40.301969+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": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "7a1a8b31-ecbb-4979-b017-8bc1c1e02215", "evidence": "This slide contains a valuation matrix table.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 00:10:40.421937+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": [ { "matchId": "a93c0ba9-bd44-4bb4-8996-5c367074c72e", "evidence": "New Sponsor Equity Sensitivity Based on Rollover Equity table", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 12:28:58.305+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "frameworkName": "sensitivity-analysis" } ], "patterns": [] }, "storymakers": null, "score": { "backend": "codex", "scoredAt": "2026-05-03 00:26:56.296+00", "subScores": { "scqa_arc": 35, "action_titles": 25, "mece_structure": 50, "closing_strength": 15, "evidence_quality": 78, "clarity_of_thesis": 40, "production_quality": 68, "visual_storytelling": 65 }, "totalScore": 47, "coveragePct": 88, "explanations": { "scqa_arc": "The deck reads primarily as an analytical dump of transaction tables from slides 2-7 rather than a clear Situation-Complication-Question-Answer progression.", "action_titles": "Most titles are topic labels rather than insight-bearing claims; for example, slide 3 is titled \"Preliminary Valuation Matrix.\"", "mece_structure": "Slides 2-5 cover relevant financing mechanics, but cap table, valuation, sponsor equity, and voting analyses overlap while leaving the decision path and recommendation criteria underdeveloped.", "closing_strength": "There is no clear recommendation, call to action, or next-step slide; the deck effectively closes with a capitalization summary on slide 7 before the legal disclaimer on slide 8.", "evidence_quality": "Claims are generally supported by detailed financial tables, calculations, and footnotes, especially on slides 3-5, though several scenarios are labeled illustrative rather than decision-grade.", "clarity_of_thesis": "The first five slides establish a workstream around funding requirements, rollover, valuation, sources and uses, and voting power, but no declarative thesis appears beyond the cover title on slide 1.", "production_quality": "Slides 2-5 show professional banking-table discipline and footnotes, but action-title density is low and several dense tables reduce narrative readability.", "visual_storytelling": "The table, sensitivity, valuation matrix, sources-and-uses, and voting analysis formats are appropriate for the material on slides 2-5, but they do little to sequence the message or elevate the so-what." }, "slidesAnalyzed": 7 }, "review": { "backend": "claude", "verdict": "A typical bulge-bracket banker working deck — analytically dense and technically credible, but as a Storymakers exemplar it is a weak negative example: all exhibits, no story.", "reviewedAt": "2026-05-02 22:14:02.38+00", "slidesSeen": 8, "suggestions": [ "Rewrite every slide title as a sentence stating the takeaway (e.g., S4 → 'Pro forma leverage stays below 4.5x even in the 100%-rollover case')", "Insert an executive-summary slide between S1 and S2 that states the question, the recommended rollover scenario, and the resulting equity check in one page", "Reorder so the cap-build (S7) and sources (S6) precede the valuation matrix (S3) and rollover sensitivity (S2), then end with a 'Recommended path forward' slide before the disclaimer", "Add 1-line SCQA framing at the top of each analytical slide so the reader knows what question the table is answering before scanning the numbers" ], "closingScore": 20, "openingScore": 30, "topStrengths": [ "Dense, well-sourced analytical substance — S3 (150 data points) and S5 (300 data points with in-cell micro-bar charts) show real quantitative rigor", "Callouts on S2 and S4 do attempt to flag the key 'illustrative' caveat and the specific rollover scenario, which is the closest the deck comes to narrative guidance" ], "topWeaknesses": [ "Zero action titles — all 8 slides use noun-phrase topic labels, leaving every insight buried inside the tables", "No opening thesis or closing recommendation — the deck starts and ends mid-analysis with no situation/complication framing and no 'therefore, sponsor should…' resolution", "Illogical sequence — S7's capitalization/aggregate-value build is foundational and should precede S3's valuation matrix and S2's rollover impact, not follow them after the appendix (S6)" ], "narrativeScore": 35, "pillarCritique": "There are no section dividers or pillars at all — the deck is a flat sequence of analytical exhibits (rollover → valuation → S&U → voting → cap-table sources → value build), so MECE structure is neither claimed nor visible.", "closingCritique": "Excluding the appendix (S6) and disclaimer (S8), the deck effectively closes on S7's 'Capitalization Summary and Aggregate Value Build' — a calculation, not a recommendation. There is no call to action, no 'so what,' and no synthesis of the rollover/valuation work into a sponsor-facing decision.", "openingCritique": "The cover (S1) names a topic ('Funding Requirements Considerations') without stating a thesis or stakes, and S2 opens cold with an 'Illustrative Equity Rollover Impact' table — a reader has no idea what decision is being made or why rollover matters until they reverse-engineer it from the numbers.", "extractionSeconds": 79.944, "narrativeCritique": "This is an analytical working document, not a story — it jumps from cover (S1) directly into rollover/valuation tables (S2-S5) with no situation-complication setup, no resolution, and an out-of-order capitalization summary (S7) that logically belonged before the valuation matrix. The S→C→A→R arc is essentially absent: only 'A' (analysis) is present.", "titleQualityScore": 25, "titleQualityCritique": "Every title is a topic label, not an action title: 'Preliminary Valuation Matrix' (S3), 'Shareholder Voting Analysis' (S5), 'Cap Table Sources' (S6) describe the exhibit but carry zero insight. A Storymakers title would read 'Rolling 50%+ of Emerald's stake cuts sponsor equity check by ~$Xbn' instead of 'Illustrative Equity Rollover Impact…' (S2)." }, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "title": "Includes standard Morgan Stanley confidential treatment disclosure.", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/vuE2HB5RQdrRis4kWNW5qDWyJiWXLkkMxvYE-JOlK8w/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9lMmIwZmM3NDI3MTg1MzI5N2M3NmYxNmNmYWU5MDAyYi9wMDAxLmpwZw", "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": 20, "componentCount": 4, "textChars": 278, "nDataPoints": 0, "notes": "Includes standard Morgan Stanley confidential treatment disclosure.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:28:54.25+00", "seconds": 2.649, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de073-8fa6-7688-b308-3ff3cab8257e/1", "deck": "/decks/019de073-8fa6-7688-b308-3ff3cab8257e", "deckAnchor": "/decks/019de073-8fa6-7688-b308-3ff3cab8257e#slide-1", "deckJson": "/decks/019de073-8fa6-7688-b308-3ff3cab8257e.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.92, "x": 0.038, "y": 0.15 }, "kind": "disclaimer", "text": "Confidential Treatment Requested. Certain portions of this exhibit have been redacted and separately filed with the Securities and Exchange Commission pursuant to a request for confidential treatment.", "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 12:28:54.25+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "70b24e16-f29f-4857-b8f1-216e833b00cd", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.17, "x": 0.038, "y": 0.09 }, "kind": "image", "text": "Morgan Stanley", "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 12:28:54.25+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cec84a15-ac5b-4adf-95f1-42caac932ec5", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.12, "x": 0.265, "y": 0.645 }, "kind": "paragraph", "text": "Project Orange\nSeptember 2022", "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 12:28:54.25+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "80482942-fe6f-42bc-a378-2ec903d958cd", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.47, "x": 0.265, "y": 0.57 }, "kind": "title", "text": "Funding Requirements Considerations", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:28:54.25+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f46bf065-29c7-438f-a1cb-ce132abf8292", "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": "0778f23b-7225-4d56-9627-2e0e2c01e1c6", "evidence": "This slide has a title, logo, and other elements typical of a cover slide.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:10:40.301969+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 1, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 1, "name": "Situation & Context", "beatId": "2ec9b5ce-8997-4f5e-86fd-8dbd0daa9fab", "matchId": "5f465244-0fed-4ad7-b56d-6a2e1e5229d2", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "The cover slide presents the funding requirements considerations.", "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": [ { "to": 3, "from": 1, "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": "37242f11-b91d-4b9a-a975-22052d1dfa0e", "evidence": "The funding requirements considerations and preliminary valuation matrix imply the costs of inaction.", "position": 1, "objective": "What are the costs of not securing funding?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:26:24.541686+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "thumbSrc": "https://imgproxy.kitesheet.com/LB5okeNy1qszzCJzPxROubsufYHZ8yDiNP_QKlkXceE/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9lMmIwZmM3NDI3MTg1MzI5N2M3NmYxNmNmYWU5MDAyYi9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/aDQElX9ZZdLJdwe83eaWPU0v4-3nDQoY15eNx0EpxLQ/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9lMmIwZmM3NDI3MTg1MzI5N2M3NmYxNmNmYWU5MDAyYi9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/cQSObcRDbSrjz8LuqjFqirGfLQ8pyn2QlrdA-wQpI7M/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9lMmIwZmM3NDI3MTg1MzI5N2M3NmYxNmNmYWU5MDAyYi9wMDAxLnBuZw" }, { "page": 2, "type": "analysis", "title": "Confidential document from Morgan Stanley. Contains illustrative examples only.", "function": "analyze_data", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 27, "componentCount": 4, "textChars": 238, "nDataPoints": 48, "notes": "Confidential document from Morgan Stanley. Contains illustrative examples only.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:28:54.438+00", "seconds": 2.473, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de073-8fa6-7688-b308-3ff3cab8257e/2", "deck": "/decks/019de073-8fa6-7688-b308-3ff3cab8257e", "deckAnchor": "/decks/019de073-8fa6-7688-b308-3ff3cab8257e#slide-2", "deckJson": "/decks/019de073-8fa6-7688-b308-3ff3cab8257e.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.26, "x": 0.37, "y": 0.21 }, "kind": "callout", "text": "ILLUSTRATIVE EXAMPLES ONLY", "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 12:28:54.438+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b4ff75bf-1171-4578-869b-1410eca354de", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.7, "x": 0.05, "y": 0.87 }, "kind": "source-note", "text": "Notes 1, 2, 3 at bottom of slide.", "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 12:28:54.438+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "84116c37-fb76-412b-b4a6-c9ccbefaed59", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "table", "text": "Table showing Investor, Shares, Value at $25.00, and Percent/Amount Rolled for Low, Mid, and High scenarios.", "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 12:28:54.438+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7913d2f9-c426-438a-9a28-d8229b8fd441", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.05, "y": 0.11 }, "kind": "title", "text": "Illustrative Equity Rollover Impact on Equity Check Required by Sponsor", "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 12:28:54.438+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "098ba55b-980f-4167-bd42-601cb2526c3d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 5, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 2, "name": "Evidence & Proof", "beatId": "c21d5278-677e-4759-96df-fbaf57eb18df", "matchId": "5f465244-0fed-4ad7-b56d-6a2e1e5229d2", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The data tables and financial analysis provide evidence and proof for the funding requirements.", "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": [ { "to": 5, "from": 2, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null }, "matchId": "eb3bc275-2031-4a33-95df-bf317edf5e3e", "evidence": "The data tables illustrate the impact of different equity rollover scenarios.", "position": 0, "objective": "What are the implications of different equity rollover scenarios on the equity check required by the sponsor?", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:26:24.50606+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 3, "from": 1, "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": "37242f11-b91d-4b9a-a975-22052d1dfa0e", "evidence": "The funding requirements considerations and preliminary valuation matrix imply the costs of inaction.", "position": 1, "objective": "What are the costs of not securing funding?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:26:24.541686+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 3, "type": "analysis", "title": "Includes detailed footnotes regarding data sources, management case assumptions, and rollover calculations.", "function": "analyze_data", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 32, "componentCount": 3, "textChars": 430, "nDataPoints": 150, "notes": "Includes detailed footnotes regarding data sources, management case assumptions, and rollover calculations.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:28:56.958+00", "seconds": 4.829, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de073-8fa6-7688-b308-3ff3cab8257e/3", "deck": "/decks/019de073-8fa6-7688-b308-3ff3cab8257e", "deckAnchor": "/decks/019de073-8fa6-7688-b308-3ff3cab8257e#slide-3", "deckJson": "/decks/019de073-8fa6-7688-b308-3ff3cab8257e.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.85 }, "kind": "disclaimer", "text": "Notes: 1. Market Data from CapitalIQ and Estimates from Thomson as of 9/12/22; Net Cash balance of $315 as of 6/30/2022. 2. Management case based on forecast provided by Management on 8/12/2022. 3. Low/Mid/High Rollover assumptions.", "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 12:28:56.958+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ae403e32-70df-4ef0-be02-33e58fdffef8", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.9, "x": 0.05, "y": 0.18 }, "kind": "table", "text": "Valuation matrix table with columns for Price, Premium/Discount, Equity Value, Agg Value, Street Case multiples, Management Case multiples, and Sponsor Equity Check Size.", "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 12:28:56.958+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e1c7697-1e1a-4158-984b-c01f6bac21a2", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.11 }, "kind": "title", "text": "Preliminary Valuation 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 12:28:56.958+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "638576ed-c62a-49db-ba6b-42dd23097495", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "7a1a8b31-ecbb-4979-b017-8bc1c1e02215", "evidence": "This slide contains a valuation matrix table.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 00:10:40.421937+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": 5, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 2, "name": "Evidence & Proof", "beatId": "c21d5278-677e-4759-96df-fbaf57eb18df", "matchId": "5f465244-0fed-4ad7-b56d-6a2e1e5229d2", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The data tables and financial analysis provide evidence and proof for the funding requirements.", "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": [ { "to": 5, "from": 2, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null }, "matchId": "eb3bc275-2031-4a33-95df-bf317edf5e3e", "evidence": "The data tables illustrate the impact of different equity rollover scenarios.", "position": 0, "objective": "What are the implications of different equity rollover scenarios on the equity check required by the sponsor?", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:26:24.50606+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 3, "from": 1, "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": "37242f11-b91d-4b9a-a975-22052d1dfa0e", "evidence": "The funding requirements considerations and preliminary valuation matrix imply the costs of inaction.", "position": 1, "objective": "What are the costs of not securing funding?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:26:24.541686+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 4, "type": "analysis", "title": "Includes a sensitivity table for sponsor equity and a pro forma balance sheet adjustment table.", "function": "analyze_data", "rawType": "financial_analysis", "block": null, "metadata": { "slideType": "financial_analysis", "slideTypeCanon": { "name": "Financial analysis", "slug": "financial_analysis", "status": "active", "canonId": "019de52d-0b45-709c-bfcc-0cf83dd00f13", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 47, "componentCount": 6, "textChars": 343, "nDataPoints": 60, "notes": "Includes a sensitivity table for sponsor equity and a pro forma balance sheet adjustment table.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:28:58.305+00", "seconds": 6.154, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de073-8fa6-7688-b308-3ff3cab8257e/4", "deck": "/decks/019de073-8fa6-7688-b308-3ff3cab8257e", "deckAnchor": "/decks/019de073-8fa6-7688-b308-3ff3cab8257e#slide-4", "deckJson": "/decks/019de073-8fa6-7688-b308-3ff3cab8257e.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.1, "x": 0.42, "y": 0.54 }, "kind": "callout", "text": "Emerald sells 20M and rolls rest, 100% sell and $200M investment from Khaki, 50% roll from Lars, Stu, 100% roll from Violet", "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 12:28:58.305+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6e1d43e2-829b-4281-8467-417070190fb9", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.88 }, "kind": "source-note", "text": "Notes 1-5 detailing assumptions and data sources.", "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 12:28:58.305+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c4c650b2-a9ec-4ccf-acfc-a8b0f43e2e01", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.4, "x": 0.05, "y": 0.22 }, "kind": "table", "text": "Sources and Uses table", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:28:58.305+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4d3b430b-6cb5-408d-9418-5329c68b0e78", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.9, "x": 0.05, "y": 0.62 }, "kind": "table", "text": "Pro Forma Capital Structure table", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:28:58.305+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "64a3c560-3f5d-4e9d-992f-1e514e4068a1", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.4, "x": 0.55, "y": 0.22 }, "kind": "table", "text": "New Sponsor Equity Sensitivity Based on Rollover Equity", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Scenario table", "slug": "scenario", "status": "active", "canonId": "019de52d-0374-7778-b2bc-9f279d34d01f", "version": 1, "description": null }, "framework": null }, "subkind": "scenario", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:28:58.305+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fca88c7a-6e43-4d4e-bcd2-ad50f64c8387", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.05, "y": 0.12 }, "kind": "title", "text": "Illustrative Sources and Uses and Pro Forma Capital Structure", "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 12:28:58.305+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "65114bf5-e433-4d75-bfc4-2c88ef2cf29b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "a93c0ba9-bd44-4bb4-8996-5c367074c72e", "evidence": "New Sponsor Equity Sensitivity Based on Rollover Equity table", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 12:28:58.305+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "frameworkName": "sensitivity-analysis" } ], "arcBeats": [ { "to": 5, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 2, "name": "Evidence & Proof", "beatId": "c21d5278-677e-4759-96df-fbaf57eb18df", "matchId": "5f465244-0fed-4ad7-b56d-6a2e1e5229d2", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The data tables and financial analysis provide evidence and proof for the funding requirements.", "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": [ { "to": 5, "from": 2, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null }, "matchId": "eb3bc275-2031-4a33-95df-bf317edf5e3e", "evidence": "The data tables illustrate the impact of different equity rollover scenarios.", "position": 0, "objective": "What are the implications of different equity rollover scenarios on the equity check required by the sponsor?", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:26:24.50606+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 5, "type": "analysis", "title": "The table uses micro-bar charts within cells to visualize relative values for each shareholder.", "function": "analyze_data", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 42, "componentCount": 4, "textChars": 561, "nDataPoints": 300, "notes": "The table uses micro-bar charts within cells to visualize relative values for each shareholder.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:28:58.925+00", "seconds": 6.623, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de073-8fa6-7688-b308-3ff3cab8257e/5", "deck": "/decks/019de073-8fa6-7688-b308-3ff3cab8257e", "deckAnchor": "/decks/019de073-8fa6-7688-b308-3ff3cab8257e#slide-5", "deckJson": "/decks/019de073-8fa6-7688-b308-3ff3cab8257e.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.5, "x": 0.05, "y": 0.85 }, "kind": "disclaimer", "text": "Notes: 1. The analysis as to which shareholders are affiliated with the transaction is ongoing. 2. Shares of Class A Common Stock are entitled to one vote per share and the shares of Class B Common Stock are entitled to ten votes per share. 3. Assumes all RSUs are Class A and all Options are Class B; options are settled in full (i.e. not net share settled). 4. Share counts provided by management on 9/15/2022; Options and RSUs provided by Potter on 9/14/2022", "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 12:28:58.925+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d2cf47e2-9456-493c-985d-606fa5aefe53", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.75, "y": 0.85 }, "kind": "legend", "text": "Potentially Affiliated With Transaction", "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 12:28:58.925+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "daa2b3af-eb36-47a3-a6e9-37aa1254fc7f", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.9, "x": 0.05, "y": 0.16 }, "kind": "table", "text": "Shareholder voting breakdown table", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:28:58.925+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d5a9c3d6-7613-48b6-8ea6-66ebe3deaba8", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.11 }, "kind": "title", "text": "Shareholder Voting Analysis", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:28:58.925+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "44d527a4-3c15-4c35-8a64-a5275195a7b3", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 5, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 2, "name": "Evidence & Proof", "beatId": "c21d5278-677e-4759-96df-fbaf57eb18df", "matchId": "5f465244-0fed-4ad7-b56d-6a2e1e5229d2", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The data tables and financial analysis provide evidence and proof for the funding requirements.", "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": [ { "to": 5, "from": 2, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null }, "matchId": "eb3bc275-2031-4a33-95df-bf317edf5e3e", "evidence": "The data tables illustrate the impact of different equity rollover scenarios.", "position": 0, "objective": "What are the implications of different equity rollover scenarios on the equity check required by the sponsor?", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:26:24.50606+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 6, "type": "appendix", "function": "appendix", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 16, "componentCount": 2, "textChars": 356, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:28:54.872+00", "seconds": 2.489, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de073-8fa6-7688-b308-3ff3cab8257e/6", "deck": "/decks/019de073-8fa6-7688-b308-3ff3cab8257e", "deckAnchor": "/decks/019de073-8fa6-7688-b308-3ff3cab8257e#slide-6", "deckJson": "/decks/019de073-8fa6-7688-b308-3ff3cab8257e.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.65, "x": 0.054, "y": 0.23 }, "kind": "list", "text": "Individual Common Stock Balances are from 2.1.1 Cap Table - 8.31.2022.xlsx downloaded from the VDR on 9/15/2022\nOption and RSU Balances are from Equity Holdings - 8.31.22 - share price.xlsx provided by Potter on 9/14/22\nTotal common shares adjusted to reflect GS conversion of ~9.2MM Class B shares to Class A prior to donating to GS Gives", "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 12:28:54.872+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9521ac57-660b-4406-a782-cbdec45d304b", "parentComponentId": null }, { "bbox": { "h": 0.033, "w": 0.237, "x": 0.054, "y": 0.118 }, "kind": "title", "text": "Cap Table Sources", "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 12:28:54.872+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fc011eee-effc-4995-a791-727a83e6aee3", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "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": 6, "name": "Impact & Next Steps", "beatId": "33315483-a5b6-4737-b2ce-9732e0b98c3a", "matchId": "5f465244-0fed-4ad7-b56d-6a2e1e5229d2", "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 capitalization summary and aggregate value build provide insight into the impact of the funding.", "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": 7, "type": "resolution", "title": "Includes calculation of diluted shares from RSUs and options, plus net debt adjustment.", "function": "quantify_impact", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "sparse", "densityScore": 24, "componentCount": 3, "textChars": 288, "nDataPoints": 24, "notes": "Includes calculation of diluted shares from RSUs and options, plus net debt adjustment.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:28:54.919+00", "seconds": 2.397, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de073-8fa6-7688-b308-3ff3cab8257e/7", "deck": "/decks/019de073-8fa6-7688-b308-3ff3cab8257e", "deckAnchor": "/decks/019de073-8fa6-7688-b308-3ff3cab8257e#slide-7", "deckJson": "/decks/019de073-8fa6-7688-b308-3ff3cab8257e.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.4, "x": 0.05, "y": 0.88 }, "kind": "paragraph", "text": "1. Market data as of 9/12/2022\n2. Debt balance, basic total shares outstanding, options, and RSUs as of 6/30/2022\n3. Assumes $315MM Cash and 175.7MM basic shares outstanding as of 6/30/2022 per 10Q", "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 12:28:54.919+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "481c416c-6bb7-426a-814e-77f6997741aa", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "table", "text": "Capitalization and value build table", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "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 12:28:54.919+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "26623792-1c65-4bcd-bd3d-57f832758232", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.05, "y": 0.11 }, "kind": "title", "text": "Orange Capitalization Summary and Aggregate Value Build", "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 12:28:54.919+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e6ad69ee-59e0-423a-97db-88c94823969e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "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": 6, "name": "Impact & Next Steps", "beatId": "33315483-a5b6-4737-b2ce-9732e0b98c3a", "matchId": "5f465244-0fed-4ad7-b56d-6a2e1e5229d2", "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 capitalization summary and aggregate value build provide insight into the impact of the funding.", "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": 8, "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": 10, "componentCount": 2, "textChars": 224, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:28:57.845+00", "seconds": 5.316, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de073-8fa6-7688-b308-3ff3cab8257e/8", "deck": "/decks/019de073-8fa6-7688-b308-3ff3cab8257e", "deckAnchor": "/decks/019de073-8fa6-7688-b308-3ff3cab8257e#slide-8", "deckJson": "/decks/019de073-8fa6-7688-b308-3ff3cab8257e.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.9, "x": 0.05, "y": 0.29 }, "kind": "disclaimer", "text": "We have prepared this document solely for informational purposes. You should not definitively rely upon it or use it to form the definitive basis for any decision, contract, commitment or action whatsoever...", "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 12:28:57.845+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b1b4f98d-4f09-4d76-a349-b506e1ea5d89", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.05, "y": 0.12 }, "kind": "title", "text": "Legal Disclaimer", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:28:57.845+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d3950da5-a1bf-4c17-9ba4-b36fcdefe86c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 8, "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": 8, "name": "Action", "beatId": "fa8b40a1-23bc-4197-b727-4156412a9c61", "matchId": "5f465244-0fed-4ad7-b56d-6a2e1e5229d2", "beatType": { "name": "Action", "slug": "aida-action", "status": "active", "canonId": "019dd9b8-1285-74f0-8552-c04c08014586", "version": 1, "description": null }, "evidence": "The legal disclaimer slide concludes the presentation.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true } ], "arcBeats": [ { "from": 1, "to": 1, "label": "Situation & Context", "description": "The cover slide presents the funding requirements considerations." }, { "from": 2, "to": 5, "label": "Evidence & Proof", "description": "The data tables and financial analysis provide evidence and proof for the funding requirements." }, { "from": 6, "to": 7, "label": "Impact & Next Steps", "description": "The capitalization summary and aggregate value build provide insight into the impact of the funding." }, { "from": 8, "to": 8, "label": "Action", "description": "The legal disclaimer slide concludes the presentation." } ], "loops": [ { "from": 2, "to": 5, "label": "Pattern Hunter", "description": "What are the implications of different equity rollover scenarios on the equity check required by the sponsor?" }, { "from": 1, "to": 3, "label": "Cost Of Inaction", "description": "What are the costs of not securing funding?" } ] }