{ "schemaVersion": "deck-intelligence.v1", "id": "019de074-991a-72ff-a0ef-a779841cb3cd", "slug": "36688915f790f1ba184ecd5a8f55fe92", "title": "Overstock | Investor Presentation Deck | 33 slides", "subtitle": "Overstock · 2023-03", "author": "Overstock", "date": "2023-03-01 00:00:00", "pageCount": 33, "kind": "pitchdeck", "orientation": "landscape", "aspectRatio": 1.7777778, "document": { "id": "019de074-991a-72ff-a0ef-a779841cb3cd", "slug": "36688915f790f1ba184ecd5a8f55fe92", "title": "Overstock | Investor Presentation Deck | 33 slides", "rawTitle": "Overstock | Investor Presentation Deck | 33 slides", "authorId": "overstock", "authorName": "Overstock", "authorDisplay": "Overstock", "kind": { "slug": "pitchdeck", "label": "Pitch deck" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2023-03__overstock__investor-pres__36688915.pdf", "sourceUrl": "https://www.slidebook.io/company/overstock/presentation/36688915f790f1ba184ecd5a8f55fe92/", "sourceDate": "2023-03-15 00:00:00", "presentationDate": "2023-03-01 00:00:00", "ingestedAt": "2026-04-30 22:13:51.104838+00", "status": "ready", "pageCount": 33, "orientation": "landscape", "aspectRatio": 1.7777778, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "internet-retail", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2023-03__overstock__investor-pres__36688915", "image_width": 1920, "image_format": "jpg", "deck_type_raw": "Investor Presentation Deck", "deck_type_slug": null, "source_url_pattern": "https://www.slidebook.io/company/{company_slug}/presentation/{deck_id}/" } }, "coverage": { "pageCount": 33, "pagesIndexed": 33, "pagesWithImages": 33, "pagesWithMetadata": 33, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 149, "chartCount": 14, "metricSlides": 0, "toolMatches": 19, "documentToolMatches": 0, "frameworkMatches": 4, "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": "10d56e1e-6753-4a32-9843-0a2000fa7b4c", "evidence": "The deck follows a similar structure to a Sequoia Pitch, with sections on problem, solution, market size, product, traction, team, financials, and the ask.", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:31:22.962875+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 13, "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": 12, "name": "Problem", "beatId": "f65d80ea-8c03-4638-87ab-2543dff9f884", "matchId": "10d56e1e-6753-4a32-9843-0a2000fa7b4c", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "Slides 12-13 discuss the unique market positioning and 2023 goals.", "position": 0, "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": 15, "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": 14, "name": "Solution", "beatId": "c6268a28-9b40-4a20-81ce-fe6cd2c9e65d", "matchId": "10d56e1e-6753-4a32-9843-0a2000fa7b4c", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Slides 14-15 outline the strategic path forward and targeted financial operating model.", "position": 1, "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": 25, "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": 17, "name": "Financials", "beatId": "d572db4d-b25b-4907-b1e9-d00079587b63", "matchId": "10d56e1e-6753-4a32-9843-0a2000fa7b4c", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 17-25 provide detailed financial results, including revenue, gross margin, and adjusted EBITDA.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 5, "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": "Team", "beatId": "0eafc0b8-3c37-4282-bb32-5216ee9f613b", "matchId": "10d56e1e-6753-4a32-9843-0a2000fa7b4c", "beatType": { "name": "Team", "slug": "sequoia-pitch-team", "status": "active", "canonId": "019dd9b8-23c9-746f-aaf9-2f5d83892cf3", "version": 1, "description": null }, "evidence": "Slides 4-5 introduce the experienced management team and seasoned board of directors.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 9, "from": 8, "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": "b33ebc14-472a-4741-9f49-a8a2a6b7c9a3", "evidence": "Slides 8-9 discuss significant progress since the renewed focus.", "position": 0, "objective": "Highlight the benefits of Overstock's renewed focus on home-only retail.", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:31:23.124576+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 10, "from": 9, "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": "118d1f3c-2a0e-48d3-914a-022822a2330f", "evidence": "Slides 9-10 outline notable progress made since 2021 on Medici Ventures.", "position": 1, "objective": "Emphasize key growth drivers for 2023 and beyond.", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:31:23.157224+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": "c0855214-1f68-40e7-b5dc-3b207e7a73fa", "evidence": "Overstock March 2023 Investor Presentation", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:21:08.861785+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": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a98490ce-2e68-4d12-8042-2216e6c4fb58", "evidence": "Overstock Overview", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:21:08.994838+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Storytelling: audience calibration", "slug": "audience", "status": "active", "bestFor": null, "canonId": "019df269-23ea-723a-87c0-af1d78d702d2", "version": 1, "bodyDocId": "019df269-23c5-72ec-8b94-78fc1da7b656", "description": "The same thesis, written for four different audiences, produces four", "familyLabel": "narrative-block", "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "agent": "storyteller", "layer": "slide", "agents": [ "storyteller" ], "matchId": "0e55e1c4-be47-4b61-b39c-737688329b1f", "evidence": "Experienced Management Team", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:21:09.458004+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Storytelling: audience calibration", "slug": "audience", "status": "active", "bestFor": null, "canonId": "019df269-23ea-723a-87c0-af1d78d702d2", "version": 1, "bodyDocId": "019df269-23c5-72ec-8b94-78fc1da7b656", "description": "The same thesis, written for four different audiences, produces four", "familyLabel": "narrative-block", "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "agent": "storyteller", "layer": "slide", "agents": [ "storyteller" ], "matchId": "d17f2c9e-4d38-403f-9777-5cd693ebab10", "evidence": "Seasoned and Diverse Board of Directors", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:21:09.541574+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "1a4b3b71-9936-46e3-bf05-bcf80b294779", "evidence": "list/bullet: environmental sustainability: Investigate and establish renewable energy options...", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:21:09.629612+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "12f1d6b3-a3cc-41e3-88f0-25b8ad722478", "evidence": "list/bullet: environmental sustainability: Increase the percent of packing boxes made from recycled materials...", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:21:09.716005+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "18afc60f-9498-435a-8880-31e8a5e7f179", "evidence": "2020 to 2022 - Navigated shifting consumer sentiment and spending preferences.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.6, "extraction": { "at": "2026-07-17 00:21:09.800602+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "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": "90559940-3e6b-449b-954f-3e1790196e7e", "evidence": "diagram/hub-spoke: Hub-and-spoke diagram with Overstock logo at center and 7 growth initiatives surrounding it.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 00:21:09.882811+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "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": "e2033cd3-ba74-4ef8-9425-b4ae90668d27", "evidence": "chart/scatter: Competitor positioning map", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:21:10.05125+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "bb0049db-35e4-4317-8251-8ae95a064a81", "evidence": "Q4 Dynamics: Revenue of $404.9M, -34% vs Q4 '21, influenced by macro/consumer sentiment and non-home category exit.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:21:17.290638+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "4d8dae5e-0bf1-4590-a1a3-fbc0d4234e41", "evidence": "list/bullet: Q4 Dynamics: Gross margin of 22.1% (-54 bps vs. Q4'21). Influenced by: Higher discounting, Higher freight costs, Leverage from merchandising actions.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:21:17.383929+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "e303de12-9f39-41ce-94d2-a1f7afba7aaf", "evidence": "Q4 Dynamics: G&A and Tech Expense of $47M (-10% vs. Q4'21); G&A and tech expense % of revenue of 11.5% (De-leverage of 309 bps vs. Q4'21)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:21:17.469465+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "2c04d81c-32e6-4f73-8f57-8b5eaeeaca5e", "evidence": "Q4 Dynamics: Adj. EBITDA of $7M (-$21M vs. Q4'21); Adj. EBITDA margin of 1.6% (-286 bps vs. Q4'21)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:21:17.557374+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "478ad093-8154-4488-a34d-8c7ac88cbc26", "evidence": "Note: All figures represent results from continuing operations. Note: Orders per active customer represents the number of orders delivered over a twelve-month period divided by the number of active customers.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 00:21:17.643414+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "5217342a-e9f9-4408-be51-3f2e83a7ee47", "evidence": "callout/primary: Q4 Dynamics- Orders delivered (LTM) of 8.2M - -39% / -5.3M vs. Q4'21- Average order value of $215 - +4% vs. Q4'21 - Sales mix within home categories", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:21:17.729596+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Comparison frame", "slug": "comparison-frame", "status": "active", "bestFor": null, "canonId": "019dd9e1-484b-7399-a4fc-d14644b99f93", "version": 1, "bodyDocId": null, "description": "Two or more states/subjects placed side by side to expose a gap.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "524a5b5c-a65a-41d6-b9cd-6befbac4e6f7", "evidence": "Q4 LTM Active Customers Change: Reported -36% YoY; Excluding non-home only customers -31% YoY", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:21:17.81669+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "10109b11-a59b-4a7a-8aea-8ec7e15280a4", "evidence": "FY 2022 Financial Results", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:21:17.90326+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 25, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "87ab9192-256b-4ba3-95f0-cf00c3ef339a", "evidence": "metric/big-number: $371 Million", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 00:21:17.991161+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "b3cc3dac-22aa-4ab5-a129-d1bbeafb9829", "evidence": "table/data: Deal Type: Partnership between Overstock and Pelion Venture Partners; General Partner: A Pelion Venture Partners entity; Limited Partner: Overstock; Partnership Term: 8 years; Capital Commitment: $45 million", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:21:12.2882+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 28, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "38eafcef-09fe-46a7-81bd-9a0526032d9b", "evidence": "Central logo surrounded by strategic initiatives", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 12:02:32.471+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "frameworkName": "hub-spoke" }, { "matchId": "a06b5f83-5507-4f9e-b3d4-cd09bd7939fd", "evidence": "The slide uses a cross-axis diagram to position the company relative to competitors.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 12:02:33.932+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "frameworkName": "matrix-2x2" }, { "matchId": "12313c36-3930-4dd1-9bbb-11cf09f97789", "evidence": "Side-by-side list comparison of industry vs company drivers", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 12:02:34.457+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "frameworkName": "comparison-frame" }, { "matchId": "85320e05-b46f-4374-a336-773a82b0d244", "evidence": "Categorization of portfolio companies into distinct industry verticals.", "framework": null, "confidence": 0.7, "extraction": { "at": "2026-05-02 12:02:38.373+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "frameworkName": "market-segmentation-pyramid" } ], "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/L3zp7N4fH2pt4ec_z1TxSBWgiO6fEsEvnvxQo-Yvnmo/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8zNjY4ODkxNWY3OTBmMWJhMTg0ZWNkNWE4ZjU1ZmU5Mi9wMDAxLmpwZw", "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": 5, "componentCount": 2, "textChars": 46, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:02:29.809+00", "seconds": 1.854, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-991a-72ff-a0ef-a779841cb3cd/1", "deck": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd", "deckAnchor": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd#slide-1", "deckJson": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd.json" }, "components": [ { "bbox": { "h": 0.219, "w": 0.404, "x": 0.298, "y": 0.092 }, "kind": "image", "text": "Overstock logo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:29.809+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "94b3c865-c30c-4f47-b22c-98298cb14772", "parentComponentId": null }, { "bbox": { "h": 0.118, "w": 0.348, "x": 0.326, "y": 0.258 }, "kind": "title", "text": "March 2023 Investor 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 12:02:29.809+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "db220b4b-4e6f-4f76-8449-cd802b935e04", "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": "c0855214-1f68-40e7-b5dc-3b207e7a73fa", "evidence": "Overstock March 2023 Investor Presentation", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:21:08.861785+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/tvdMGQdszcs0QZWZio6WgKvtervt4qPpQx9wOFrm9Ok/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8zNjY4ODkxNWY3OTBmMWJhMTg0ZWNkNWE4ZjU1ZmU5Mi9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/dk7qmaEoE7fMVHXDZ0C3SyPBn14Hp6A3y0tWVivf5Bk/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8zNjY4ODkxNWY3OTBmMWJhMTg0ZWNkNWE4ZjU1ZmU5Mi9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/rbr5aQOzACSwOUXhbtQfF_46fUzIRjaIYr6UiGp6z-Y/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8zNjY4ODkxNWY3OTBmMWJhMTg0ZWNkNWE4ZjU1ZmU5Mi9wMDAxLnBuZw" }, { "page": 2, "type": "setup", "function": "other", "rawType": "disclaimer", "block": null, "metadata": { "slideType": "disclaimer", "slideTypeCanon": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "019de52d-0801-727b-b98a-5ed095aeee78", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "balanced", "densityScore": 41, "componentCount": 2, "textChars": 2193, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:02:31.714+00", "seconds": 3.464, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-991a-72ff-a0ef-a779841cb3cd/2", "deck": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd", "deckAnchor": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd#slide-2", "deckJson": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd.json" }, "components": [ { "bbox": { "h": 0.685, "w": 0.924, "x": 0.038, "y": 0.205 }, "kind": "disclaimer", "text": "The information presented herein may contain forward-looking statements within the meaning of the federal securities laws. Such forward-looking statements include all statements other than statements of historical fact, including forecasts of trends, market conditions, and other factors that will impact our results of operations. You should not place undue reliance on any forward-looking statements, which speak only as of the date they were made. We undertake no obligation to update any forward-looking statements as a result of any new information, future developments, or otherwise. Forward-looking statements are inherently difficult to predict. Accordingly, actual results could differ materially for a variety of reasons, including but not limited to, macroeconomic changes, including higher inflation and rising interest rates, and difficulties we may have with our fulfillment partners, supply chain, access to products, shipping costs, competition, attraction/retention of employees, search engine optimization results, and/or payment processors. Other risks and uncertainties include, among others, global conflict including the ongoing conflict between Russia and Ukraine and its related geopolitical impacts, problems with our infrastructure, including cyber-attacks or data breaches affecting us, adverse tax, regulatory or legal developments, any further restrictions on the use of \"cookies\" or other tracking technologies, any negative business impacts associated with our evolving business practices including our exit from non-home categories, and whether our partnership with Pelion Venture Partners will be able to achieve its objectives. More information about factors that could potentially affect our financial results are included in our Form 10-K for the year ended December 31, 2022, which was filed with the SEC on February 24, 2023, and in our subsequent filings with the SEC. The Form 10-K, Form 10-Qs, and our subsequent filings with the SEC identify important factors that could cause our actual results to differ materially from those contained in or contemplated by our projections, estimates, and other forward-looking statements.", "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 12:02:31.714+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2fdf02ba-c3cf-44c1-9a06-dcafbdd56748", "parentComponentId": null }, { "bbox": { "h": 0.065, "w": 0.465, "x": 0.038, "y": 0.065 }, "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 12:02:31.714+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6f6f358a-512a-413e-b63a-55580c35c1c3", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "type": "setup", "title": "The slide uses a bulleted list to highlight key company attributes and includes a brand-aligned image with a tagline.", "function": "summarize", "rawType": "executive_summary", "block": null, "metadata": { "slideType": "executive_summary", "slideTypeCanon": { "name": "Executive summary", "slug": "executive_summary", "status": "active", "canonId": "019de52d-06be-73ff-81b3-f99fe7f0025e", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 36, "componentCount": 3, "textChars": 401, "nDataPoints": 1, "notes": "The slide uses a bulleted list to highlight key company attributes and includes a brand-aligned image with a tagline.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:02:30.567+00", "seconds": 2.104, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-991a-72ff-a0ef-a779841cb3cd/3", "deck": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd", "deckAnchor": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd#slide-3", "deckJson": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.262, "x": 0.706, "y": 0.396 }, "kind": "image", "text": "making dream homes come true", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:30.567+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "937eaa15-c8b5-4bbe-b494-70bd06707dde", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.65, "x": 0.038, "y": 0.22 }, "kind": "list", "text": "20+ years of innovation and technical expertise in e-commerce\nDisciplined and focused management team\nStrategically positioned within competitive landscape\nTotal addressable market and online penetration growing\nFoundational operational improvements driving stability\nNimble, asset-light, drop-ship model\nDistributed supply chain with vast partner network", "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 12:02:30.567+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "649e879d-a59c-45f7-b2b5-dc9cb4b03f07", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.37, "x": 0.038, "y": 0.05 }, "kind": "title", "text": "Overstock Overview", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:30.567+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8dce546b-54e1-4ea9-b84c-bd6bf299f2ad", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a98490ce-2e68-4d12-8042-2216e6c4fb58", "evidence": "Overstock Overview", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:21:08.994838+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": [], "loops": [], "locked": true }, { "page": 4, "type": "setup", "function": "other", "rawType": "team_bio", "block": null, "metadata": { "slideType": "team_bio", "slideTypeCanon": { "name": "Team bio", "slug": "team_bio", "status": "active", "canonId": "019de52d-0a7d-7394-ae5b-037478e71f1e", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "dense", "densityScore": 56, "componentCount": 10, "textChars": 149, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:02:32.917+00", "seconds": 4.386, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-991a-72ff-a0ef-a779841cb3cd/4", "deck": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd", "deckAnchor": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd#slide-4", "deckJson": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd.json" }, "components": [ { "bbox": { "h": 0.434, "w": 0.89, "x": 0.758, "y": 0.198 }, "kind": "image", "text": "E. Glen Nickle", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:32.917+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1b1a66ab-58d7-42fb-aef7-811c463ff557", "parentComponentId": null }, { "bbox": { "h": 0.806, "w": 0.484, "x": 0.352, "y": 0.57 }, "kind": "image", "text": "Carter Lee", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:32.917+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5bb978f3-ef97-43fd-b2ce-41ec94bbe851", "parentComponentId": null }, { "bbox": { "h": 0.806, "w": 0.646, "x": 0.514, "y": 0.57 }, "kind": "image", "text": "Angela Hsu", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:32.917+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "667b1246-76c9-4ff7-a8c4-0c4dc7c812fb", "parentComponentId": null }, { "bbox": { "h": 0.434, "w": 0.731, "x": 0.599, "y": 0.198 }, "kind": "image", "text": "Tushon Robinson", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:32.917+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "811f991a-208a-4e18-a5f8-e7067db3e185", "parentComponentId": null }, { "bbox": { "h": 0.434, "w": 0.252, "x": 0.122, "y": 0.198 }, "kind": "image", "text": "Jonathan Johnson III", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:32.917+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d2234fb4-f15b-4f90-a574-dffe013cc660", "parentComponentId": null }, { "bbox": { "h": 0.806, "w": 0.327, "x": 0.196, "y": 0.57 }, "kind": "image", "text": "Carlisha Robinson", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:32.917+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dbe04c37-3d99-47c8-8ae5-2b8ffb9371eb", "parentComponentId": null }, { "bbox": { "h": 0.806, "w": 0.811, "x": 0.679, "y": 0.57 }, "kind": "image", "text": "Joel Weight", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:32.917+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f10c735f-44bc-4cb3-ab67-1f5fca2c7c09", "parentComponentId": null }, { "bbox": { "h": 0.434, "w": 0.572, "x": 0.441, "y": 0.198 }, "kind": "image", "text": "Adrianne Lee", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:32.917+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fd0e8d11-8461-4809-bfe2-340272a49412", "parentComponentId": null }, { "bbox": { "h": 0.434, "w": 0.413, "x": 0.281, "y": 0.198 }, "kind": "image", "text": "David Nielsen", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:32.917+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fd43b46c-adb7-47d8-beb9-95ec886773e6", "parentComponentId": null }, { "bbox": { "h": 0.055, "w": 0.363, "x": 0.038, "y": 0.065 }, "kind": "title", "text": "Experienced Management Team", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:32.917+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ab39893a-1c92-4e00-a593-e6727b54d82a", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Storytelling: audience calibration", "slug": "audience", "status": "active", "bestFor": null, "canonId": "019df269-23ea-723a-87c0-af1d78d702d2", "version": 1, "bodyDocId": "019df269-23c5-72ec-8b94-78fc1da7b656", "description": "The same thesis, written for four different audiences, produces four", "familyLabel": "narrative-block", "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "agent": "storyteller", "layer": "slide", "agents": [ "storyteller" ], "matchId": "0e55e1c4-be47-4b61-b39c-737688329b1f", "evidence": "Experienced Management Team", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:21:09.458004+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": 5, "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": "Team", "beatId": "0eafc0b8-3c37-4282-bb32-5216ee9f613b", "matchId": "10d56e1e-6753-4a32-9843-0a2000fa7b4c", "beatType": { "name": "Team", "slug": "sequoia-pitch-team", "status": "active", "canonId": "019dd9b8-23c9-746f-aaf9-2f5d83892cf3", "version": 1, "description": null }, "evidence": "Slides 4-5 introduce the experienced management team and seasoned board of directors.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 5, "type": "setup", "title": "The slide highlights the composition of the board and its three primary committees: Audit, Compensation, and Nominating & Corporate Governance.", "function": "other", "rawType": "team_bio", "block": null, "metadata": { "slideType": "team_bio", "slideTypeCanon": { "name": "Team bio", "slug": "team_bio", "status": "active", "canonId": "019de52d-0a7d-7394-ae5b-037478e71f1e", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "balanced", "densityScore": 26, "componentCount": 4, "textChars": 170, "nDataPoints": 0, "notes": "The slide highlights the composition of the board and its three primary committees: Audit, Compensation, and Nominating & Corporate Governance.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:02:33.717+00", "seconds": 5.12, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-991a-72ff-a0ef-a779841cb3cd/5", "deck": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd", "deckAnchor": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd#slide-5", "deckJson": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd.json" }, "components": [ { "bbox": { "h": 0.75, "w": 0.55, "x": 0.05, "y": 0.18 }, "kind": "image", "text": "8 board member portraits", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:33.717+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "52fc5c7b-d028-4f0d-bf43-7eae9794e9a6", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.3, "x": 0.64, "y": 0.24 }, "kind": "list", "text": "Audit Committee, Compensation Committee, Nominating & Corporate Governance Committee", "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 12:02:33.717+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bfac70c0-9ae5-4e1c-927a-7657a160d6c7", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.45, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "Seasoned and Diverse Board of Directors", "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 12:02:33.717+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6cb2001b-0afe-466d-8f76-9aff152219b3", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.25, "x": 0.65, "y": 0.17 }, "kind": "title", "text": "Committees of the Board", "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 12:02:33.717+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "78bfcf54-938a-450f-99b9-f5f6d7b721b7", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Storytelling: audience calibration", "slug": "audience", "status": "active", "bestFor": null, "canonId": "019df269-23ea-723a-87c0-af1d78d702d2", "version": 1, "bodyDocId": "019df269-23c5-72ec-8b94-78fc1da7b656", "description": "The same thesis, written for four different audiences, produces four", "familyLabel": "narrative-block", "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "agent": "storyteller", "layer": "slide", "agents": [ "storyteller" ], "matchId": "d17f2c9e-4d38-403f-9777-5cd693ebab10", "evidence": "Seasoned and Diverse Board of Directors", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:21:09.541574+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 5, "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": "Team", "beatId": "0eafc0b8-3c37-4282-bb32-5216ee9f613b", "matchId": "10d56e1e-6753-4a32-9843-0a2000fa7b4c", "beatType": { "name": "Team", "slug": "sequoia-pitch-team", "status": "active", "canonId": "019dd9b8-23c9-746f-aaf9-2f5d83892cf3", "version": 1, "description": null }, "evidence": "Slides 4-5 introduce the experienced management team and seasoned board of directors.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 6, "type": "resolution", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 69, "componentCount": 6, "textChars": 637, "nDataPoints": 1, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 15:31:22.138+00", "seconds": 7.738, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-991a-72ff-a0ef-a779841cb3cd/6", "deck": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd", "deckAnchor": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd#slide-6", "deckJson": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd.json" }, "components": [ { "bbox": { "x": 0.682, "y": 0.61 }, "kind": "list", "text": "governance: Draft Vendor Code of Conduct.", "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 15:31:22.138+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "452a9ef6-7c6c-4976-9d11-12c57a51706f", "parentComponentId": null }, { "bbox": { "x": 0.347, "y": 0.213 }, "kind": "list", "text": "diversity & inclusion: Increase completion of diversity and inclusion training... Achieve parity in engagement rates...", "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 15:31:22.138+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "60454225-facd-438d-ad78-2d1b09540474", "parentComponentId": null }, { "bbox": { "x": 0.347, "y": 0.61 }, "kind": "list", "text": "corporate philanthropy: Support the needs of hundreds of homes... Provide hundreds of volunteer hours...", "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 15:31:22.138+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d94b273-f8a1-42e6-a06e-0265f06acbb5", "parentComponentId": null }, { "bbox": { "x": 0.036, "y": 0.213 }, "kind": "list", "text": "environmental sustainability: Investigate and establish renewable energy options... Evaluate and participate in the EPA Smartway Programs... Create a measurable recyclable packaging... Xeriscape 15,000 square feet of grass...", "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 15:31:22.138+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9cba8735-e2d1-442e-80ae-43487f4ac4c2", "parentComponentId": null }, { "bbox": { "x": 0.682, "y": 0.213 }, "kind": "list", "text": "human & employee rights: Provide information to suppliers... Offer new human rights training for employees.", "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 15:31:22.138+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a0f965d3-c0ae-4dca-8045-a55f1c506225", "parentComponentId": null }, { "bbox": { "x": 0.036, "y": 0.056 }, "kind": "title", "text": "ESG Overview – Goals Accomplished in 2022", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:31:22.138+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3c76ef4b-d9ff-4193-b3d3-fe78fd0f9a9a", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "1a4b3b71-9936-46e3-bf05-bcf80b294779", "evidence": "list/bullet: environmental sustainability: Investigate and establish renewable energy options...", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:21:09.629612+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 7, "type": "setup", "function": "summarize", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 65, "componentCount": 6, "textChars": 676, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:02:32.912+00", "seconds": 3.34, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-991a-72ff-a0ef-a779841cb3cd/7", "deck": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd", "deckAnchor": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd#slide-7", "deckJson": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd.json" }, "components": [ { "bbox": { "h": 0.2, "w": 0.305, "x": 0.347, "y": 0.515 }, "kind": "list", "text": "corporate philanthropy: Support the needs of hundreds of homes. Provide hundreds of volunteer hours in our local communities.", "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 12:02:32.912+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2bab1221-3ee7-4e02-9b88-88e3c6ceb80c", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.28, "x": 0.682, "y": 0.213 }, "kind": "list", "text": "human & employee rights: Offer new anti-corruption training for employees.", "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 12:02:32.912+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6d0efb0e-7a5e-4cc6-a485-c19a2d0ffb14", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.305, "x": 0.037, "y": 0.213 }, "kind": "list", "text": "environmental sustainability: Increase the percent of packing boxes made from recycled materials in our Overstock-operated fulfillment centers. Implement plastic and aluminum recycling programs at our Overstock-operated fulfillment centers. Implement a glass recycling program at our corporate headquarters.", "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 12:02:32.912+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b81825fe-3111-4c1c-a0a8-4a46ed20d0ed", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.28, "x": 0.682, "y": 0.515 }, "kind": "list", "text": "governance: Draft a company health and safety policy.", "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 12:02:32.912+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dff498c5-04f8-4c69-9f28-02516a20c305", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.305, "x": 0.347, "y": 0.213 }, "kind": "list", "text": "diversity & inclusion: Increase the percentage of diverse managers who have a career mentor.", "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 12:02:32.912+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e05830b2-f31a-4d3d-92fd-42ad979a59ae", "parentComponentId": null }, { "bbox": { "h": 0.085, "w": 0.488, "x": 0.037, "y": 0.06 }, "kind": "title", "text": "ESG Overview - 2023 Goals", "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 12:02:32.912+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4e08a5c1-8d6e-4889-b5f8-6045c1568a96", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "12f1d6b3-a3cc-41e3-88f0-25b8ad722478", "evidence": "list/bullet: environmental sustainability: Increase the percent of packing boxes made from recycled materials...", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:21:09.716005+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 8, "type": "evidence", "title": "The slide uses a two-column list format to contrast revenue and profitability metrics against 2019 benchmarks.", "function": "show_traction", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "dense", "densityScore": 72, "componentCount": 6, "textChars": 675, "nDataPoints": 5, "notes": "The slide uses a two-column list format to contrast revenue and profitability metrics against 2019 benchmarks.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:02:39.942+00", "seconds": 9.934, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-991a-72ff-a0ef-a779841cb3cd/8", "deck": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd", "deckAnchor": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd#slide-8", "deckJson": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.3, "x": 0.65, "y": 0.2 }, "kind": "image", "text": "making dream homes come true", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:39.942+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0c8d1c4c-c278-4a6f-820b-cf68d57b6a8c", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.3, "x": 0.35, "y": 0.35 }, "kind": "list", "text": "Operational improvements enabled consecutive profitability; 290 bps gross margin expansion; 480 bps adj. EBITDA margin expansion", "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 12:02:39.942+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "079631b6-f6fc-406c-9cea-3c8668d9c497", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.3, "x": 0.05, "y": 0.35 }, "kind": "list", "text": "Home-only revenue +52%; Accelerated growth versus broader TAM; Home assortment +63%", "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 12:02:39.942+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bb84c782-f58d-4035-af8e-d3de06945e7c", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.8 }, "kind": "paragraph", "text": "2020 to 2022 - Navigated shifting consumer sentiment and spending preferences. 2023 – Focused on key growth drivers to improve topline performance.", "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 12:02:39.942+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c4a2d0e7-9566-4a50-8169-1b9d3a9a3a4b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.15, "y": 0.92 }, "kind": "source-note", "text": "1. FY 2022 vs. FY 2019; 2. Overstock home-only revenue compared to (a) Census furniture and home furnishings sales, (b) Home-related personal consumption expenditures and (c) eMarketer defined TAM; 3. December 2022 vs. December 2019", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:39.942+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0fed309d-b5b3-4f0b-af1b-c1074e99a687", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Significant Progress Since Renewed Home-only Retail Focus", "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 12:02:39.942+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d71f1ea2-9fbd-4446-b66e-83ed818f6498", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "18afc60f-9498-435a-8880-31e8a5e7f179", "evidence": "2020 to 2022 - Navigated shifting consumer sentiment and spending preferences.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.6, "extraction": { "at": "2026-07-17 00:21:09.800602+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [ { "to": 9, "from": 8, "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": "b33ebc14-472a-4741-9f49-a8a2a6b7c9a3", "evidence": "Slides 8-9 discuss significant progress since the renewed focus.", "position": 0, "objective": "Highlight the benefits of Overstock's renewed focus on home-only retail.", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:31:23.124576+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 9, "type": "resolution", "function": "plan_implementation", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "plan_implementation", "functionCanon": { "name": "Plan implementation", "slug": "plan_implementation", "status": "active", "canonId": "019de52d-14a2-77ea-b210-d6a95eed4823", "version": 1, "description": null }, "density": "balanced", "densityScore": 25, "componentCount": 3, "textChars": 285, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:02:32.471+00", "seconds": 2.455, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-991a-72ff-a0ef-a779841cb3cd/9", "deck": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd", "deckAnchor": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd#slide-9", "deckJson": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.45, "x": 0.15, "y": 0.25 }, "kind": "diagram", "text": "Hub-and-spoke diagram with Overstock logo at center and 7 growth initiatives surrounding it.", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Hub and spoke", "slug": "hub-spoke", "status": "active", "canonId": "019de52d-04db-73e6-81ca-a234f2f23fc1", "version": 1, "description": null }, "framework": null }, "subkind": "hub-spoke", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:32.471+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8f970365-fa59-4f41-9c31-97b95b385a8d", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.25, "x": 0.68, "y": 0.025 }, "kind": "list", "text": "Expected Outcomes: Increase in order frequency, Retain existing customers, Acquire new customers, Gain market share, Deliver on profitability targets", "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 12:02:32.471+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "51f293fa-4781-49a2-9877-f412cbd1d311", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.5, "x": 0.04, "y": 0.05 }, "kind": "title", "text": "Key Growth Drivers – Focus for 2023 & Beyond", "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 12:02:32.471+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "512106a1-5e49-49bb-a819-bcc32f26db9a", "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": "90559940-3e6b-449b-954f-3e1790196e7e", "evidence": "diagram/hub-spoke: Hub-and-spoke diagram with Overstock logo at center and 7 growth initiatives surrounding it.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 00:21:09.882811+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "38eafcef-09fe-46a7-81bd-9a0526032d9b", "evidence": "Central logo surrounded by strategic initiatives", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 12:02:32.471+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "frameworkName": "hub-spoke" } ], "arcBeats": [], "loops": [ { "to": 9, "from": 8, "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": "b33ebc14-472a-4741-9f49-a8a2a6b7c9a3", "evidence": "Slides 8-9 discuss significant progress since the renewed focus.", "position": 0, "objective": "Highlight the benefits of Overstock's renewed focus on home-only retail.", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:31:23.124576+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 10, "from": 9, "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": "118d1f3c-2a0e-48d3-914a-022822a2330f", "evidence": "Slides 9-10 outline notable progress made since 2021 on Medici Ventures.", "position": 1, "objective": "Emphasize key growth drivers for 2023 and beyond.", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:31:23.157224+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 10, "type": "evidence", "function": "show_traction", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "balanced", "densityScore": 36, "componentCount": 5, "textChars": 208, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:02:32.66+00", "seconds": 2.601, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-991a-72ff-a0ef-a779841cb3cd/10", "deck": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd", "deckAnchor": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd#slide-10", "deckJson": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.4, "x": 0.55, "y": 0.2 }, "kind": "callout", "text": "Additional Direct Investments To Drive Shareholder Value", "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 12:02:32.66+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7a8bbeb7-552c-4859-a4a6-d7f8f51e8100", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.2 }, "kind": "callout", "text": "Recent Financing Rounds at Higher Valuations", "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 12:02:32.66+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e2f20819-095c-485a-9359-bc7a587062ac", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.4, "x": 0.55, "y": 0.3 }, "kind": "image", "text": "tZERO, GrainChain logos", "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 grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:32.66+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1b0efecb-f596-441e-8508-880e3ec40f0d", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.4, "x": 0.05, "y": 0.3 }, "kind": "image", "text": "bitt, GrainChain, SettleMint logos", "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 grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:32.66+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "218ed001-2867-43df-9320-05b66b22beee", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Notable Progress Made Since 2021 On Medici Ventures", "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 12:02:32.66+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "37e6024a-4e6c-48aa-bf83-f84c7846339d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [ { "to": 10, "from": 9, "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": "118d1f3c-2a0e-48d3-914a-022822a2330f", "evidence": "Slides 9-10 outline notable progress made since 2021 on Medici Ventures.", "position": 1, "objective": "Emphasize key growth drivers for 2023 and beyond.", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:31:23.157224+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 11, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 11, "componentCount": 3, "textChars": 64, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:02:32.359+00", "seconds": 2.244, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-991a-72ff-a0ef-a779841cb3cd/11", "deck": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd", "deckAnchor": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd#slide-11", "deckJson": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.38, "x": 0.05, "y": 0.27 }, "kind": "image", "text": "Overstock logo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:32.359+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "490018cd-9fb9-4236-a9fd-ac41ffe93ba4", "parentComponentId": null }, { "bbox": { "h": 1, "w": 0.563, "x": 0.437, "y": 0 }, "kind": "image", "text": "Interior design photo of a bedroom", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:32.359+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a929632e-faa1-4eb4-a127-e5367815cad3", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.35, "x": 0.05, "y": 0.465 }, "kind": "title", "text": "Business Updates", "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 12:02:32.359+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "76aa0099-09fa-428a-9db9-7a70b4f968ee", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 12, "type": "setup", "title": "The slide uses a 2x2 matrix structure to define market space, though the axes are labeled as a cross-hair rather than a standard quadrant grid.", "function": "compare_peers", "rawType": "competitive_analysis", "block": null, "metadata": { "slideType": "competitive_analysis", "slideTypeCanon": { "name": "Competitive analysis", "slug": "competitive_analysis", "status": "active", "canonId": "019de52d-093e-776b-94c6-c1573f5f1a31", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "dense", "densityScore": 53, "componentCount": 6, "textChars": 364, "nDataPoints": 0, "notes": "The slide uses a 2x2 matrix structure to define market space, though the axes are labeled as a cross-hair rather than a standard quadrant grid.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:02:33.932+00", "seconds": 3.627, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-991a-72ff-a0ef-a779841cb3cd/12", "deck": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd", "deckAnchor": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd#slide-12", "deckJson": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.5, "x": 0.45, "y": 0.2 }, "kind": "chart", "text": "Competitor positioning map", "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": "Scatter plot", "slug": "scatter", "status": "active", "canonId": "019de52d-007d-72ec-8689-c79fb78e21a2", "version": 1, "description": null }, "framework": null }, "subkind": "scatter", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:33.932+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1c0f9458-af45-470d-a29b-9508b33796ca", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.6, "x": 0.35, "y": 0.2 }, "kind": "framework", "text": "Positioning Map", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:33.932+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "199e4247-8b6a-429a-a0d4-3b13802cc9ae", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.2, "x": 0.08, "y": 0.62 }, "kind": "image", "text": "Savvy Shoppers, Reluctant Refreshers", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Icon grid", "slug": "icon-grid", "status": "active", "canonId": "019de52c-fdfe-749d-9990-1db465a3eed4", "version": 1, "description": null }, "framework": null }, "subkind": "icon-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:33.932+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ef41c22-063c-41c4-a018-a418c501b716", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.25, "x": 0.05, "y": 0.25 }, "kind": "paragraph", "text": "Making Dream Homes Come True: Smart Value = Quality & Style for less. Overstock Customers: Smart Value Seekers.", "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 12:02:33.932+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7a065bd1-bd37-421d-a930-f50a5d954f82", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.15, "y": 0.95 }, "kind": "source-note", "text": "Source: Based on Overstock Annual Brand Research, 2020. Shown are the top ten U.S. home furnishings online home retailers, as ranked by online revenue.", "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 12:02:33.932+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3499a1e2-0777-4758-9ab9-1010bc33a2b1", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.45, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "Unique Market Positioning", "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 12:02:33.932+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1f0bb8e5-5c5c-4837-b39a-639ef92e050d", "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": "e2033cd3-ba74-4ef8-9425-b4ae90668d27", "evidence": "chart/scatter: Competitor positioning map", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:21:10.05125+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "a06b5f83-5507-4f9e-b3d4-cd09bd7939fd", "evidence": "The slide uses a cross-axis diagram to position the company relative to competitors.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 12:02:33.932+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "frameworkName": "matrix-2x2" } ], "arcBeats": [ { "to": 13, "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": 12, "name": "Problem", "beatId": "f65d80ea-8c03-4638-87ab-2543dff9f884", "matchId": "10d56e1e-6753-4a32-9843-0a2000fa7b4c", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "Slides 12-13 discuss the unique market positioning and 2023 goals.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 13, "type": "setup", "title": "The slide uses a side-by-side comparison framework to distinguish between external market forces and internal company initiatives.", "function": "establish_context", "rawType": "context", "block": null, "metadata": { "slideType": "context", "slideTypeCanon": { "name": "Context (pitchdeck)", "slug": "context", "status": "active", "canonId": "019de52d-1094-779e-9590-e4603e6a191c", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "balanced", "densityScore": 49, "componentCount": 5, "textChars": 434, "nDataPoints": 0, "notes": "The slide uses a side-by-side comparison framework to distinguish between external market forces and internal company initiatives.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:02:34.457+00", "seconds": 4.028, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-991a-72ff-a0ef-a779841cb3cd/13", "deck": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd", "deckAnchor": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd#slide-13", "deckJson": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.45, "x": 0.03, "y": 0.25 }, "kind": "framework", "text": "Industry specific drivers", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:34.457+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "40966848-a4c4-4728-bdec-55a6c2f613ef", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.45, "x": 0.52, "y": 0.25 }, "kind": "framework", "text": "Overstock specific drivers", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:34.457+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dc602667-bfd1-40d0-b7f9-6c097e9c78f3", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.4, "x": 0.05, "y": 0.35 }, "kind": "list", "text": "Inflation, interest rates, housing market\nInventory rationalization\nDiscounting and promotional environment\nConsumer demand\nDomestic supply chain costs", "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 12:02:34.457+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aa8349b9-0ab2-402b-98ab-7fce1dc328ba", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.4, "x": 0.54, "y": 0.35 }, "kind": "list", "text": "Non-home revenue comparison ends Q2 2023\nNewness in assortment\nExpansion of loyalty efforts\nStrengthened operational leadership and teams\nCapitalize on build out of branded giftable assortment", "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 12:02:34.457+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fb9b32a0-ebe0-4609-93cd-9db4c3b654dd", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.6, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "2023: A Tale of Two Halves for Overstock", "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 12:02:34.457+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4038f3ac-c4d7-440a-b37d-0d7ef553b5da", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "12313c36-3930-4dd1-9bbb-11cf09f97789", "evidence": "Side-by-side list comparison of industry vs company drivers", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 12:02:34.457+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "frameworkName": "comparison-frame" } ], "arcBeats": [ { "to": 13, "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": 12, "name": "Problem", "beatId": "f65d80ea-8c03-4638-87ab-2543dff9f884", "matchId": "10d56e1e-6753-4a32-9843-0a2000fa7b4c", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "Slides 12-13 discuss the unique market positioning and 2023 goals.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 14, "type": "resolution", "function": "plan_implementation", "rawType": "roadmap", "block": null, "metadata": { "slideType": "roadmap", "slideTypeCanon": { "name": "Roadmap", "slug": "roadmap", "status": "active", "canonId": "019de52d-0a55-72bc-9b7b-a47ef109839c", "version": 1, "description": null }, "function": "plan_implementation", "functionCanon": { "name": "Plan implementation", "slug": "plan_implementation", "status": "active", "canonId": "019de52d-14a2-77ea-b210-d6a95eed4823", "version": 1, "description": null }, "density": "balanced", "densityScore": 39, "componentCount": 4, "textChars": 409, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:02:32.931+00", "seconds": 2.245, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-991a-72ff-a0ef-a779841cb3cd/14", "deck": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd", "deckAnchor": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd#slide-14", "deckJson": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.41, "x": 0.037, "y": 0.192 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:32.931+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ad57b3c-34c6-4746-a57e-91dfe6e900e5", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.5, "x": 0.46, "y": 0.24 }, "kind": "list", "text": "Improve website and search experience\nIncrease brand engagement with new and exciting loyalty offerings\nAccelerate growth in mobile app penetration\nEnhance customer experience", "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 12:02:32.931+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "28a85b0a-66aa-4c88-81dd-ecf5631afb06", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.92, "x": 0.037, "y": 0.68 }, "kind": "table", "text": "product findability: get inspired anywhere, but easily find it at Overstock\nsmart value: quality & style for less\neasy delivery + support: fast, free, & predictable delivery, plus low-hassle returns & support", "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 12:02:32.931+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "171db0f5-4a3b-4320-9c9a-6dc99a4a01ca", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.48, "x": 0.037, "y": 0.06 }, "kind": "title", "text": "The Strategic Path Forward", "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 12:02:32.931+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1aea010c-d685-40e5-a9a6-623f12c8c3d0", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 15, "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": 14, "name": "Solution", "beatId": "c6268a28-9b40-4a20-81ce-fe6cd2c9e65d", "matchId": "10d56e1e-6753-4a32-9843-0a2000fa7b4c", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Slides 14-15 outline the strategic path forward and targeted financial operating model.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 15, "type": "setup", "function": "summarize", "rawType": "business_model", "block": null, "metadata": { "slideType": "business_model", "slideTypeCanon": { "name": "Business model", "slug": "business_model", "status": "active", "canonId": "019de52d-0fa6-7104-86d0-e5781f8b8b45", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 36, "componentCount": 4, "textChars": 341, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:02:33.57+00", "seconds": 2.783, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-991a-72ff-a0ef-a779841cb3cd/15", "deck": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd", "deckAnchor": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd#slide-15", "deckJson": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.92, "x": 0.036, "y": 0.8 }, "kind": "callout", "text": "Driving sustainable, profitable market share growth", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:33.57+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d7235931-7eea-4e07-8beb-06e2c91a9a61", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.3, "x": 0.66, "y": 0.215 }, "kind": "image", "text": "making dream homes come true", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:33.57+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5b7aada0-0215-43de-bfae-83533f366183", "parentComponentId": null }, { "bbox": { "h": 0.52, "w": 0.58, "x": 0.036, "y": 0.21 }, "kind": "list", "text": "Annual revenue outpacing industry\nGross profit margin in the 22% range\nOperating expenses growing at a slower rate than revenue, driving operating leverage\nAdjusted EBITDA margins in the mid-single digits\nPositive free cash flow", "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 12:02:33.57+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "abef96b4-3435-4e4f-800e-c67d685abdfb", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.42, "x": 0.036, "y": 0.065 }, "kind": "title", "text": "Targeted Financial Operating Model", "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 12:02:33.57+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ce0514d-199a-4691-8a1a-60574e84e4c3", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 15, "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": 14, "name": "Solution", "beatId": "c6268a28-9b40-4a20-81ce-fe6cd2c9e65d", "matchId": "10d56e1e-6753-4a32-9843-0a2000fa7b4c", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Slides 14-15 outline the strategic path forward and targeted financial operating model.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 16, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 12, "componentCount": 3, "textChars": 73, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:02:33.472+00", "seconds": 2.602, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-991a-72ff-a0ef-a779841cb3cd/16", "deck": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd", "deckAnchor": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd#slide-16", "deckJson": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd.json" }, "components": [ { "bbox": { "h": 0.172, "w": 0.383, "x": 0.055, "y": 0.273 }, "kind": "image", "text": "Overstock logo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:33.472+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a517b429-fa40-41a7-ab7d-1e0db851e559", "parentComponentId": null }, { "bbox": { "h": 1, "w": 0.563, "x": 0.437, "y": 0 }, "kind": "image", "text": "Interior design photo of a bathroom vanity", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:33.472+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ee1b95ad-49a3-44bf-bea6-2962eabff213", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.35, "x": 0.055, "y": 0.468 }, "kind": "title", "text": "Financial Results", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:33.472+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5f24d1ff-fa7b-4a01-be8c-03d89e1f38fc", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 17, "type": "analysis", "title": "Includes footnotes regarding non-GAAP measures and reconciliation.", "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": "overcrowded", "densityScore": 83, "componentCount": 8, "textChars": 655, "nDataPoints": 10, "notes": "Includes footnotes regarding non-GAAP measures and reconciliation.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:02:35.226+00", "seconds": 4.078, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-991a-72ff-a0ef-a779841cb3cd/17", "deck": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd", "deckAnchor": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd#slide-17", "deckJson": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.75, "x": 0.14, "y": 0.92 }, "kind": "disclaimer", "text": "Note: All figures represent results from continuing operations. 1 Adjusted EBITDA Margin is a non-GAAP financial measure. See reconciliation in appendix. 2 Includes adjustment related to non-cash dividend related to preferred share conversion and tax impact of equity method activity. See reconciliation in appendix.", "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 12:02:35.226+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0682daa4-66dd-4509-b483-7e1b7a7ddfe4", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.3, "x": 0.65, "y": 0.63 }, "kind": "metric", "text": "Ending Cash $371.3 Million -13% / -$56.3M vs. Q3'22", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:35.226+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "26db7c53-35ad-42e1-91c1-d6888fa1e0c5", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.25, "x": 0.08, "y": 0.63 }, "kind": "metric", "text": "Adjusted EBITDA Margin 1.6% -286 bps vs. Q4'21", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:35.226+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d173c8a-c6d3-4425-a81a-99cc7bafaaf3", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.2, "x": 0.4, "y": 0.28 }, "kind": "metric", "text": "Gross Margin 22.1% -54 bps vs. Q4'21", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:35.226+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9111da2a-2cbb-4a78-840a-8afd0c445676", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.3, "x": 0.65, "y": 0.28 }, "kind": "metric", "text": "G&A and Tech % of Revenue 11.5% +309 bps vs. Q4'21 Expenses -10% / -$5M vs. Q4'21", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:35.226+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9f052ffc-b542-47fa-8038-2a329f7d4a0d", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.2, "x": 0.4, "y": 0.63 }, "kind": "metric", "text": "Diluted EPS -$0.34 Adjusted Diluted EPS -$0.04 -$0.40 vs. Q4'21", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:35.226+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a3ddd2ae-2af4-4626-b16b-c28129bdb0ca", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.25, "x": 0.08, "y": 0.28 }, "kind": "metric", "text": "Revenue $404.9 Million -34% vs. Q4'21", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:35.226+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b8622c95-67f1-44b6-a6ec-abf30e79ea2c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.33, "x": 0.038, "y": 0.065 }, "kind": "title", "text": "Q4 2022 Financial Results", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:35.226+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e3b797ee-3209-43a1-8331-0ab45796318d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 25, "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": 17, "name": "Financials", "beatId": "d572db4d-b25b-4907-b1e9-d00079587b63", "matchId": "10d56e1e-6753-4a32-9843-0a2000fa7b4c", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 17-25 provide detailed financial results, including revenue, gross margin, and adjusted EBITDA.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 18, "type": "evidence", "title": "The chart includes a trend line indicating a 34% decline. The right panel provides specific Q4 '22 dynamics and drivers.", "function": "analyze_data", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 37, "componentCount": 4, "textChars": 224, "nDataPoints": 7, "notes": "The chart includes a trend line indicating a 34% decline. The right panel provides specific Q4 '22 dynamics and drivers.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:02:33.932+00", "seconds": 2.74, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-991a-72ff-a0ef-a779841cb3cd/18", "deck": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd", "deckAnchor": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd#slide-18", "deckJson": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.25, "x": 0.72, "y": 0.22 }, "kind": "callout", "text": "Q4 Dynamics: Revenue of $404.9M, -34% vs Q4 '21, influenced by macro/consumer sentiment and non-home category exit.", "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 12:02:33.932+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "89f50282-c369-4105-b180-47e1c0d540f7", "parentComponentId": null }, { "bbox": { "h": 0.68, "w": 0.64, "x": 0.037, "y": 0.21 }, "kind": "chart", "text": "Quarterly revenue from Q4 '19 to Q4 '22", "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 12:02:33.932+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "85b6a463-0f14-4ae8-b3f0-4a2dd5cdbae1", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.25, "x": 0.125, "y": 0.95 }, "kind": "source-note", "text": "Note: All figures represent results from continuing operations.", "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 12:02:33.932+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5521da61-1f60-464d-8a61-9a250f842a54", "parentComponentId": null }, { "bbox": { "h": 0.065, "w": 0.185, "x": 0.037, "y": 0.055 }, "kind": "title", "text": "Revenue", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:33.932+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9eb14fd9-426a-41cf-8087-6953956305a1", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "bb0049db-35e4-4317-8251-8ae95a064a81", "evidence": "Q4 Dynamics: Revenue of $404.9M, -34% vs Q4 '21, influenced by macro/consumer sentiment and non-home category exit.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:21:17.290638+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 25, "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": 17, "name": "Financials", "beatId": "d572db4d-b25b-4907-b1e9-d00079587b63", "matchId": "10d56e1e-6753-4a32-9843-0a2000fa7b4c", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 17-25 provide detailed financial results, including revenue, gross margin, and adjusted EBITDA.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 19, "type": "analysis", "title": "The chart displays a dual-axis view of gross margin performance from Q4 '19 to Q4 '22.", "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": "dense", "densityScore": 50, "componentCount": 5, "textChars": 285, "nDataPoints": 14, "notes": "The chart displays a dual-axis view of gross margin performance from Q4 '19 to Q4 '22.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:02:34.674+00", "seconds": 3.363, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-991a-72ff-a0ef-a779841cb3cd/19", "deck": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd", "deckAnchor": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd#slide-19", "deckJson": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.65, "x": 0.036, "y": 0.21 }, "kind": "chart", "text": "Gross margin in $M over time", "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 12:02:34.674+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a8ca7921-9fa7-4a1c-a134-4d74eadde97d", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.65, "x": 0.036, "y": 0.21 }, "kind": "chart", "text": "Gross margin percentage over time", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:34.674+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "814e0de9-79a6-4824-bafd-d6047ccc1183", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.25, "x": 0.125, "y": 0.95 }, "kind": "disclaimer", "text": "Note: All figures represent results from continuing operations.", "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 12:02:34.674+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "db96d43b-dff1-4428-9a82-f3ae4e872da3", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.25, "x": 0.72, "y": 0.22 }, "kind": "list", "text": "Q4 Dynamics: Gross margin of 22.1% (-54 bps vs. Q4'21). Influenced by: Higher discounting, Higher freight costs, Leverage from merchandising actions.", "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 12:02:34.674+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0b8bfa6b-7edb-4b3f-a3e0-b181f7702190", "parentComponentId": null }, { "bbox": { "h": 0.055, "w": 0.26, "x": 0.036, "y": 0.056 }, "kind": "title", "text": "Gross Margin", "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 12:02:34.674+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0a67fea9-59c4-472c-9f21-4f7181828c98", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "4d8dae5e-0bf1-4590-a1a3-fbc0d4234e41", "evidence": "list/bullet: Q4 Dynamics: Gross margin of 22.1% (-54 bps vs. Q4'21). Influenced by: Higher discounting, Higher freight costs, Leverage from merchandising actions.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:21:17.383929+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 25, "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": 17, "name": "Financials", "beatId": "d572db4d-b25b-4907-b1e9-d00079587b63", "matchId": "10d56e1e-6753-4a32-9843-0a2000fa7b4c", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 17-25 provide detailed financial results, including revenue, gross margin, and adjusted EBITDA.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 20, "type": "analysis", "title": "The chart combines a bar chart for absolute dollar values and a line chart for percentage of revenue.", "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": "dense", "densityScore": 51, "componentCount": 5, "textChars": 299, "nDataPoints": 14, "notes": "The chart combines a bar chart for absolute dollar values and a line chart for percentage of revenue.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:02:35.009+00", "seconds": 3.598, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-991a-72ff-a0ef-a779841cb3cd/20", "deck": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd", "deckAnchor": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd#slide-20", "deckJson": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd.json" }, "components": [ { "bbox": { "h": 0.206, "w": 0.245, "x": 0.725, "y": 0.225 }, "kind": "callout", "text": "Q4 Dynamics: G&A and Tech Expense of $47M (-10% vs. Q4'21); G&A and tech expense % of revenue of 11.5% (De-leverage of 309 bps vs. Q4'21)", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:35.009+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "10ec7843-95b6-4b23-94d8-6e96345024e1", "parentComponentId": null }, { "bbox": { "h": 0.689, "w": 0.648, "x": 0.036, "y": 0.211 }, "kind": "chart", "text": "G&A and Tech Expense ($M) bar chart", "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 12:02:35.009+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1b67a65f-2ed3-4396-831a-75d6ce4450b8", "parentComponentId": null }, { "bbox": { "h": 0.689, "w": 0.648, "x": 0.036, "y": 0.211 }, "kind": "chart", "text": "G&A and Tech Exp. as % of Revenue line chart", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:35.009+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "04e81e14-2eaf-418a-9579-fbe51f51bc1d", "parentComponentId": null }, { "bbox": { "h": 0.014, "w": 0.351, "x": 0.125, "y": 0.956 }, "kind": "source-note", "text": "Note: All figures represent results from continuing operations.", "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 12:02:35.009+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "db6abe84-8d63-4dc2-9a82-a58d1f948aec", "parentComponentId": null }, { "bbox": { "h": 0.064, "w": 0.426, "x": 0.036, "y": 0.056 }, "kind": "title", "text": "G&A and Tech Expense", "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 12:02:35.009+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fdaa2aeb-51cc-407e-aa86-e4411f5d9e0e", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "e303de12-9f39-41ce-94d2-a1f7afba7aaf", "evidence": "Q4 Dynamics: G&A and Tech Expense of $47M (-10% vs. Q4'21); G&A and tech expense % of revenue of 11.5% (De-leverage of 309 bps vs. Q4'21)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:21:17.469465+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 25, "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": 17, "name": "Financials", "beatId": "d572db4d-b25b-4907-b1e9-d00079587b63", "matchId": "10d56e1e-6753-4a32-9843-0a2000fa7b4c", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 17-25 provide detailed financial results, including revenue, gross margin, and adjusted EBITDA.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 21, "type": "analysis", "title": "Includes a callout box for Q4 dynamics highlighting year-over-year performance.", "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": 46, "componentCount": 5, "textChars": 222, "nDataPoints": 14, "notes": "Includes a callout box for Q4 dynamics highlighting year-over-year performance.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:02:33.783+00", "seconds": 2.279, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-991a-72ff-a0ef-a779841cb3cd/21", "deck": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd", "deckAnchor": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd#slide-21", "deckJson": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.65, "x": 0.037, "y": 0.2 }, "kind": "chart", "text": "Adjusted EBITDA ($M)", "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 12:02:33.783+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a31e5cfa-11b4-4eea-9d2a-01e7c04416bc", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.65, "x": 0.037, "y": 0.2 }, "kind": "chart", "text": "Adjusted EBITDA Margin (%)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:33.783+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a2d04788-9118-4239-a31a-4f8d1827a287", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.25, "x": 0.72, "y": 0.22 }, "kind": "list", "text": "Q4 Dynamics: Adj. EBITDA of $7M (-$21M vs. Q4'21); Adj. EBITDA margin of 1.6% (-286 bps vs. Q4'21)", "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 12:02:33.783+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8693516b-43c5-4aa6-ab3f-1e70c772c428", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.25, "x": 0.12, "y": 0.95 }, "kind": "source-note", "text": "Note: All figures represent results from continuing operations.", "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 12:02:33.783+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6a82abc6-2d12-4261-a702-8980803e62b2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.037, "y": 0.06 }, "kind": "title", "text": "Adjusted EBITDA", "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 12:02:33.783+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a8cf9173-4472-4473-8c7b-932dacd901be", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "2c04d81c-32e6-4f73-8f57-8b5eaeeaca5e", "evidence": "Q4 Dynamics: Adj. EBITDA of $7M (-$21M vs. Q4'21); Adj. EBITDA margin of 1.6% (-286 bps vs. Q4'21)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:21:17.557374+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 25, "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": 17, "name": "Financials", "beatId": "d572db4d-b25b-4907-b1e9-d00079587b63", "matchId": "10d56e1e-6753-4a32-9843-0a2000fa7b4c", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 17-25 provide detailed financial results, including revenue, gross margin, and adjusted EBITDA.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 22, "type": "evidence", "title": "The chart uses a combination of bar (Active Customers) and line (Order per Active Customer) to show trends over time.", "function": "analyze_data", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 60, "componentCount": 5, "textChars": 483, "nDataPoints": 14, "notes": "The chart uses a combination of bar (Active Customers) and line (Order per Active Customer) to show trends over time.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:02:34.067+00", "seconds": 2.472, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-991a-72ff-a0ef-a779841cb3cd/22", "deck": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd", "deckAnchor": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd#slide-22", "deckJson": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.6, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "Active Customers (LTM) (M)", "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 12:02:34.067+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3aea3df1-a308-425c-95e2-118b3b7f490d", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.6, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "Order per Active Customer (LTM)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:34.067+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6b9da128-532d-40e6-97ce-e8115fc7896c", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.25, "x": 0.7, "y": 0.2 }, "kind": "list", "text": "Q4 Dynamics: Active customers of 5.2M (-36% vs Q4'21, -31% Home-only, Macro/sentiment, Category exit); Order frequency of 1.60 (-4% vs Q4'21, Home-only strategy)", "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 12:02:34.067+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a723693f-ff59-4108-8463-bf2e0fc9aa3e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.12, "y": 0.094 }, "kind": "paragraph", "text": "Note: All figures represent results from continuing operations. Note: Orders per active customer represents the number of orders delivered over a twelve-month period divided by the number of active customers for that same period.", "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 12:02:34.067+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aa765a81-260a-42d4-bcc2-bccc0e525b4e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "Active Customers and Order Frequency", "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 12:02:34.067+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "38e1d360-4a0b-4509-a416-3c3181671b89", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "478ad093-8154-4488-a34d-8c7ac88cbc26", "evidence": "Note: All figures represent results from continuing operations. Note: Orders per active customer represents the number of orders delivered over a twelve-month period divided by the number of active customers.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 00:21:17.643414+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 25, "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": 17, "name": "Financials", "beatId": "d572db4d-b25b-4907-b1e9-d00079587b63", "matchId": "10d56e1e-6753-4a32-9843-0a2000fa7b4c", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 17-25 provide detailed financial results, including revenue, gross margin, and adjusted EBITDA.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 23, "type": "evidence", "title": "The chart combines a bar chart for volume (Orders Delivered) and a line chart for value (AOV).", "function": "analyze_data", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 58, "componentCount": 5, "textChars": 452, "nDataPoints": 14, "notes": "The chart combines a bar chart for volume (Orders Delivered) and a line chart for value (AOV).", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:02:35.033+00", "seconds": 3.384, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-991a-72ff-a0ef-a779841cb3cd/23", "deck": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd", "deckAnchor": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd#slide-23", "deckJson": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd.json" }, "components": [ { "bbox": { "h": 0.3, "w": 0.25, "x": 0.7, "y": 0.2 }, "kind": "callout", "text": "Q4 Dynamics\n- Orders delivered (LTM) of 8.2M\n - -39% / -5.3M vs. Q4'21\n- Average order value of $215\n - +4% vs. Q4'21\n - Sales mix within home categories", "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 12:02:35.033+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "23c3f7a0-d521-47c8-9f8e-f1b493d271c7", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.6, "x": 0.04, "y": 0.2 }, "kind": "chart", "text": "Orders Delivered (LTM) (M)", "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 12:02:35.033+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d9e8d1a2-7530-4892-acd5-791dc20ea5ac", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.6, "x": 0.04, "y": 0.2 }, "kind": "chart", "text": "Average Order Value", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:35.033+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c16ac0f2-5266-4c4c-b587-966569837ee1", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.12, "y": 0.93 }, "kind": "disclaimer", "text": "Note: LTM orders delivered represents the total number of orders delivered during the prior twelve-month period.\nNote: Average order value represents net revenue divided by orders delivered, measured on a quarterly basis.", "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 12:02:35.033+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0443d269-51a7-465b-bf58-22ff4f48daab", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.038, "y": 0.06 }, "kind": "title", "text": "Orders and Average Order Value", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:35.033+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "15d6b83b-2e6d-42d6-af0b-66f66be0443a", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "5217342a-e9f9-4408-be51-3f2e83a7ee47", "evidence": "callout/primary: Q4 Dynamics- Orders delivered (LTM) of 8.2M - -39% / -5.3M vs. Q4'21- Average order value of $215 - +4% vs. Q4'21 - Sales mix within home categories", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:21:17.729596+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 25, "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": 17, "name": "Financials", "beatId": "d572db4d-b25b-4907-b1e9-d00079587b63", "matchId": "10d56e1e-6753-4a32-9843-0a2000fa7b4c", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 17-25 provide detailed financial results, including revenue, gross margin, and adjusted EBITDA.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 24, "type": "evidence", "title": "The slide uses a dual-chart layout to isolate the performance of 'home-only' customers by excluding non-home-only shoppers.", "function": "analyze_data", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "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": 74, "componentCount": 7, "textChars": 486, "nDataPoints": 20, "notes": "The slide uses a dual-chart layout to isolate the performance of 'home-only' customers by excluding non-home-only shoppers.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:02:34.587+00", "seconds": 2.856, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-991a-72ff-a0ef-a779841cb3cd/24", "deck": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd", "deckAnchor": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd#slide-24", "deckJson": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.4, "x": 0.04, "y": 0.4 }, "kind": "chart", "text": "Active Customers Change Chart", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:34.587+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c7859975-2f2a-4802-bf46-590f101c99f3", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.4, "x": 0.54, "y": 0.4 }, "kind": "chart", "text": "Revenue Change Chart", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:34.587+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e87b1a25-b43a-4583-a6a1-009da3ff375a", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.75, "x": 0.14, "y": 0.96 }, "kind": "disclaimer", "text": "1 Non-home only customers represent customers who have only shopped non-home categories over the last twelve months. Home customers who also shopped non-home categories have not been excluded.", "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 12:02:34.587+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "398291e8-7a6a-4665-9dcb-191947f3aaf6", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.12, "x": 0.85, "y": 0.65 }, "kind": "legend", "text": "Home-only revenue trend stabilized", "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 12:02:34.587+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1935af43-5ab2-480a-8a6d-645f36c6a7fe", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.35, "x": 0.54, "y": 0.21 }, "kind": "list", "text": "Q4 Revenue Change: Reported -34% YoY; Excluding non-home only customers -30% YoY", "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 12:02:34.587+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "07d96cd6-b846-4738-8f1c-61bd3e28abce", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.35, "x": 0.04, "y": 0.21 }, "kind": "list", "text": "Q4 LTM Active Customers Change: Reported -36% YoY; Excluding non-home only customers -31% YoY", "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 12:02:34.587+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "65e90662-8f6d-4f72-9bdc-85c3f77fc497", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.037, "y": 0.06 }, "kind": "title", "text": "Home-only Active Customers and Revenue", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:34.587+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d372fb98-14d1-4a88-b3b7-6ded546a7760", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Comparison frame", "slug": "comparison-frame", "status": "active", "bestFor": null, "canonId": "019dd9e1-484b-7399-a4fc-d14644b99f93", "version": 1, "bodyDocId": null, "description": "Two or more states/subjects placed side by side to expose a gap.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "524a5b5c-a65a-41d6-b9cd-6befbac4e6f7", "evidence": "Q4 LTM Active Customers Change: Reported -36% YoY; Excluding non-home only customers -31% YoY", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:21:17.81669+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 25, "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": 17, "name": "Financials", "beatId": "d572db4d-b25b-4907-b1e9-d00079587b63", "matchId": "10d56e1e-6753-4a32-9843-0a2000fa7b4c", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 17-25 provide detailed financial results, including revenue, gross margin, and adjusted EBITDA.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 25, "type": "setup", "title": "Includes footnotes regarding non-GAAP measures and reconciliation.", "function": "summarize", "rawType": "executive_summary", "block": null, "metadata": { "slideType": "executive_summary", "slideTypeCanon": { "name": "Executive summary", "slug": "executive_summary", "status": "active", "canonId": "019de52d-06be-73ff-81b3-f99fe7f0025e", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 84, "componentCount": 8, "textChars": 678, "nDataPoints": 12, "notes": "Includes footnotes regarding non-GAAP measures and reconciliation.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:02:43.033+00", "seconds": 11.041, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-991a-72ff-a0ef-a779841cb3cd/25", "deck": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd", "deckAnchor": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd#slide-25", "deckJson": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.7, "x": 0.14, "y": 0.92 }, "kind": "disclaimer", "text": "Note: All figures represent results from continuing operations. 1 Adjusted EBITDA Margin is a non-GAAP financial measure. See reconciliation in appendix. 2 Includes adjustment related to non-cash dividend related to preferred share conversion and tax impact of equity method activity. See reconciliation in appendix.", "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 12:02:43.033+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d375562a-556f-45ab-a9c9-794ad15e950c", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.25, "x": 0.68, "y": 0.25 }, "kind": "metric", "text": "G&A and Tech % of Revenue 10.4% +278 bps vs. FY'21 Expenses -5% / -$10M vs. FY'21", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:43.033+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "34955bde-da01-491b-b0de-02b48710a49f", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.2, "x": 0.4, "y": 0.55 }, "kind": "metric", "text": "Diluted EPS -$0.83 Adjusted Diluted EPS $0.52 -$1.67 vs. FY'21", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:43.033+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "39e2213a-c1d1-4e05-8b63-0822f8be49f0", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.25, "x": 0.07, "y": 0.6 }, "kind": "metric", "text": "Adjusted EBITDA Margin 3.3% -185 bps vs. FY'21", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:43.033+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "48852345-06e6-467c-a6cc-9c8872cf0ea4", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.2, "x": 0.11, "y": 0.25 }, "kind": "metric", "text": "Revenue $1.9 Billion -30% vs. FY'21", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:43.033+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "61e1c6ab-d39f-44b3-9d83-b06f149fd940", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.2, "x": 0.41, "y": 0.25 }, "kind": "metric", "text": "Gross Margin 23.0% +34 bps vs. FY'21", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:43.033+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6a87caa6-d1c7-414b-92dc-5af6e009d54f", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.2, "x": 0.7, "y": 0.6 }, "kind": "metric", "text": "Ending Cash $371.3 Million -13% / -$56.3M vs. Q3'22 -26% / -$132.1M vs. Q4'21", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:43.033+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dbc8013b-439f-4e39-91a0-947c8a91c042", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.35, "x": 0.037, "y": 0.05 }, "kind": "title", "text": "FY 2022 Financial Results", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:43.033+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f542ce55-c6ff-4da8-92aa-d0b94b5c8b09", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "10109b11-a59b-4a7a-8aea-8ec7e15280a4", "evidence": "FY 2022 Financial Results", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:21:17.90326+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 25, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 25, "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": 17, "name": "Financials", "beatId": "d572db4d-b25b-4907-b1e9-d00079587b63", "matchId": "10d56e1e-6753-4a32-9843-0a2000fa7b4c", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 17-25 provide detailed financial results, including revenue, gross margin, and adjusted EBITDA.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 26, "type": "analysis", "title": "The slide highlights financial health and capital allocation.", "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": "dense", "densityScore": 58, "componentCount": 8, "textChars": 136, "nDataPoints": 10, "notes": "The slide highlights financial health and capital allocation.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:02:42.122+00", "seconds": 9.531, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-991a-72ff-a0ef-a779841cb3cd/26", "deck": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd", "deckAnchor": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd#slide-26", "deckJson": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.148, "x": 0.259, "y": 0.745 }, "kind": "metric", "text": "$80 Million", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:42.122+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "01e1639a-584b-465f-8232-b90d332a9740", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.148, "x": 0.426, "y": 0.35 }, "kind": "metric", "text": "$34 Million", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:42.122+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4033f7ca-c815-42ee-a663-04344411a93c", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.148, "x": 0.587, "y": 0.745 }, "kind": "metric", "text": "$15 Million", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:42.122+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6aa14557-bb7e-41c7-850b-e06d273aa60a", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.166, "x": 0.731, "y": 0.35 }, "kind": "metric", "text": "$337 Million", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:42.122+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9a94001f-2b6d-438c-9c31-2c7c58825647", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.23, "x": 0.103, "y": 0.35 }, "kind": "metric", "text": "$371 Million", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:42.122+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e38f1560-8fde-4073-b0db-ddc74773d8ce", "parentComponentId": null }, { "bbox": { "h": 0.028, "w": 0.267, "x": 0.366, "y": 0.617 }, "kind": "paragraph", "text": "Strategic use of cash in FY 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 12:02:42.122+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ce35a084-e14d-44fa-83d2-9d10147eb8df", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.145, "x": 0.139, "y": 0.961 }, "kind": "source-note", "text": "1 Cash less long-term debt.", "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 12:02:42.122+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1ff0d2a9-45df-4978-b586-c20808edb38b", "parentComponentId": null }, { "bbox": { "h": 0.083, "w": 0.395, "x": 0.037, "y": 0.056 }, "kind": "title", "text": "Strong Balance Sheet", "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 12:02:42.122+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9819100e-24ec-45b9-b85e-44dc02faed18", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "87ab9192-256b-4ba3-95f0-cf00c3ef339a", "evidence": "metric/big-number: $371 Million", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 00:21:17.991161+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 27, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 10, "componentCount": 3, "textChars": 50, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:02:37.299+00", "seconds": 4.414, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-991a-72ff-a0ef-a779841cb3cd/27", "deck": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd", "deckAnchor": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd#slide-27", "deckJson": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd.json" }, "components": [ { "bbox": { "h": 1, "w": 0.56, "x": 0.44, "y": 0 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:37.299+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d6bfe81e-c115-4ad1-86e9-a552ce7cfa78", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.41, "x": 0.09, "y": 0.16 }, "kind": "image", "text": "PELION VENTURE PARTNERS", "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 12:02:37.299+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4926ba63-24ac-4358-b63e-c5fbbd72e305", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.43, "x": 0.07, "y": 0.355 }, "kind": "title", "text": "Medici Ventures Fund 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 12:02:37.299+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5c0c1f6c-0cfb-4119-9d3b-d7daf4f8590a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 28, "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": "balanced", "densityScore": 39, "componentCount": 2, "textChars": 563, "nDataPoints": 4, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:02:34.98+00", "seconds": 2.027, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-991a-72ff-a0ef-a779841cb3cd/28", "deck": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd", "deckAnchor": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd#slide-28", "deckJson": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.72, "x": 0.14, "y": 0.2 }, "kind": "table", "text": "Deal Type: Partnership between Overstock and Pelion Venture Partners; General Partner: A Pelion Venture Partners entity; Limited Partner: Overstock; Partnership Term: 8 years; Capital Commitment: $45 million (with Overstock option to increase by $30 million); Fee Structure: Annual fees of $2.5 million, combined with success fees paid according to performance; Timing: Announced on January 25; closed on April 23; Deal Rationale: Maximize shareholder value through partnering with a highly experienced venture firm", "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 12:02:34.98+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0c363455-6e89-4def-8577-9b7f0ad855e2", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.86, "x": 0.037, "y": 0.05 }, "kind": "title", "text": "Summary of 2021 Medici Ventures Fund Transaction", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:34.98+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "73e382bc-ae56-40a7-b7a7-c298ba6c6b37", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "b3cc3dac-22aa-4ab5-a129-d1bbeafb9829", "evidence": "table/data: Deal Type: Partnership between Overstock and Pelion Venture Partners; General Partner: A Pelion Venture Partners entity; Limited Partner: Overstock; Partnership Term: 8 years; Capital Commitment: $45 million", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:21:12.2882+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 28, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 29, "type": "setup", "title": "The slide uses a vertical column layout to segment companies by sector (Identity/Social, Titling/Smart Contracts, Banking & Currency, Capital Markets, Supply Ch", "function": "other", "rawType": "customer_logos", "block": null, "metadata": { "slideType": "customer_logos", "slideTypeCanon": { "name": "Customer logos", "slug": "customer_logos", "status": "active", "canonId": "019de52d-101d-705c-8956-65f1b315e58a", "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": 13, "componentCount": 3, "textChars": 91, "nDataPoints": 0, "notes": "The slide uses a vertical column layout to segment companies by sector (Identity/Social, Titling/Smart Contracts, Banking & Currency, Capital Markets, Supply Chain, Voting).", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:02:38.373+00", "seconds": 5.327, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-991a-72ff-a0ef-a779841cb3cd/29", "deck": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd", "deckAnchor": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd#slide-29", "deckJson": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.85, "x": 0.08, "y": 0.25 }, "kind": "image", "text": "Portfolio company logos organized by sector", "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 grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:38.373+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1fba6ccb-04aa-4427-ab1f-1f9a53d9ec4e", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.05, "x": 0.13, "y": 0.95 }, "kind": "source-note", "text": "* Exited", "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 12:02:38.373+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4121bda0-883c-48fb-af65-06b0e5ae417e", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.45, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "Medici Ventures Fund Portfolio Companies", "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 12:02:38.373+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e1ecec15-34d0-4451-b580-ec4922543988", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "85320e05-b46f-4374-a336-773a82b0d244", "evidence": "Categorization of portfolio companies into distinct industry verticals.", "framework": null, "confidence": 0.7, "extraction": { "at": "2026-05-02 12:02:38.373+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "frameworkName": "market-segmentation-pyramid" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 30, "type": "setup", "function": "front_matter", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 2, "componentCount": 2, "textChars": 9, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:02:35.149+00", "seconds": 1.945, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-991a-72ff-a0ef-a779841cb3cd/30", "deck": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd", "deckAnchor": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd#slide-30", "deckJson": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd.json" }, "components": [ { "bbox": { "h": 0.076, "w": 0.364, "x": 0.318, "y": 0.159 }, "kind": "image", "text": "overstock", "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 12:02:35.149+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f9df3132-29d2-42f2-87e8-649dda0fdc0e", "parentComponentId": null }, { "bbox": { "h": 0.563, "w": 1, "x": 0, "y": 0 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:02:35.149+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b07efedb-c59a-412e-951b-bff6eb5218d2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 31, "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": 1, "componentCount": 1, "textChars": 8, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:02:35.856+00", "seconds": 2.569, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-991a-72ff-a0ef-a779841cb3cd/31", "deck": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd", "deckAnchor": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd#slide-31", "deckJson": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd.json" }, "components": [ { "bbox": { "h": 0.124, "w": 0.266, "x": 0.367, "y": 0.438 }, "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 12:02:35.856+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cb54c1b8-6938-4733-a817-8a2d05240746", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 32, "type": "analysis", "title": "Includes a sub-table for 'Special items' detailing legal charges, severance, and transaction costs.", "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": 39, "componentCount": 3, "textChars": 372, "nDataPoints": 120, "notes": "Includes a sub-table for 'Special items' detailing legal charges, severance, and transaction costs.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:02:36.569+00", "seconds": 3.095, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-991a-72ff-a0ef-a779841cb3cd/32", "deck": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd", "deckAnchor": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd#slide-32", "deckJson": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.824, "x": 0.138, "y": 0.905 }, "kind": "disclaimer", "text": "Note: All figures represent results from continuing operations, in thousands. Adjusted EBITDA is a non-GAAP financial measure used in addition to and in conjunction with results presented in accordance with GAAP and should not be relied upon to the exclusion of GAAP financial measures.", "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 12:02:36.569+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "29773e31-64bb-4d21-9ae5-a68850ac8fcb", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.924, "x": 0.038, "y": 0.25 }, "kind": "table", "text": "Quarterly reconciliation table from Dec-2020 to Dec-2022", "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 12:02:36.569+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c2ab4542-920f-46c2-93e5-0da5111f7eb7", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.435, "x": 0.038, "y": 0.065 }, "kind": "title", "text": "Adjusted EBITDA Reconciliation", "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 12:02:36.569+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fbe7b57a-1d48-446a-b55c-4ff1f6dae365", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 33, "type": "analysis", "title": "The table reconciles GAAP Diluted EPS to an Adjusted Diluted EPS figure by excluding equity method impacts.", "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": 39, "componentCount": 3, "textChars": 409, "nDataPoints": 9, "notes": "The table reconciles GAAP Diluted EPS to an Adjusted Diluted EPS figure by excluding equity method impacts.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:02:36.644+00", "seconds": 3.043, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-991a-72ff-a0ef-a779841cb3cd/33", "deck": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd", "deckAnchor": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd#slide-33", "deckJson": "/decks/019de074-991a-72ff-a0ef-a779841cb3cd.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.5, "x": 0.038, "y": 0.925 }, "kind": "source-note", "text": "Note: All figures represent results from continuing operations, in thousands, except per share data. 1 Inclusive of estimated tax impact from equity method activity.", "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 12:02:36.644+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6ccb5740-a5b2-42a0-a839-c2b837215bee", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.92, "x": 0.038, "y": 0.25 }, "kind": "table", "text": "Numerator: Net loss from continuing operations attributable to common stockholders (15,511) (13,559) (1,952). Denominator: Weighted average shares 45,420 45,420 45,420. Net loss per share: (0.34) (0.30) (0.04)", "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 12:02:36.644+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6e3964ae-407b-488c-9c94-a6469c63de74", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.038, "y": 0.06 }, "kind": "title", "text": "Adjusted Diluted EPS Reconciliation", "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 12:02:36.644+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "938059f0-b4fe-47e4-b20e-e7b70a6054d2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 12, "to": 13, "label": "Problem", "description": "Slides 12-13 discuss the unique market positioning and 2023 goals." }, { "from": 14, "to": 15, "label": "Solution", "description": "Slides 14-15 outline the strategic path forward and targeted financial operating model." }, { "from": 17, "to": 25, "label": "Financials", "description": "Slides 17-25 provide detailed financial results, including revenue, gross margin, and adjusted EBITDA." }, { "from": 4, "to": 5, "label": "Team", "description": "Slides 4-5 introduce the experienced management team and seasoned board of directors." } ], "loops": [ { "from": 8, "to": 9, "label": "Cost Of Inaction", "description": "Highlight the benefits of Overstock's renewed focus on home-only retail." }, { "from": 9, "to": 10, "label": "Quick Win Big Bet", "description": "Emphasize key growth drivers for 2023 and beyond." } ] }