{ "schemaVersion": "deck-intelligence.v1", "id": "019de074-d9ff-72b8-b020-368b69de27c1", "slug": "1cc530e33cfce4f70d8b76cb62c1470e", "title": "Blue Apron | Results Presentation Deck | 21 slides", "subtitle": "Blue Apron · 2023-05", "author": "Blue Apron", "date": "2023-05-01 00:00:00", "pageCount": 21, "kind": "conference-presentation", "orientation": "landscape", "aspectRatio": 1.7777778, "document": { "id": "019de074-d9ff-72b8-b020-368b69de27c1", "slug": "1cc530e33cfce4f70d8b76cb62c1470e", "title": "Blue Apron | Results Presentation Deck | 21 slides", "rawTitle": "Blue Apron | Results Presentation Deck | 21 slides", "authorId": "blue-apron", "authorName": "Blue Apron", "authorDisplay": "Blue Apron", "kind": { "slug": "conference-presentation", "label": "Conference presentation" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2023-05__blue-apron__results__1cc530e3.pdf", "sourceUrl": "https://www.slidebook.io/company/blue-apron/presentation/1cc530e33cfce4f70d8b76cb62c1470e/", "sourceDate": "2023-05-04 00:00:00", "presentationDate": "2023-05-01 00:00:00", "ingestedAt": "2026-04-30 22:14:07.716592+00", "status": "ready", "pageCount": 21, "orientation": "landscape", "aspectRatio": 1.7777778, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "internet-retail", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2023-05__blue-apron__results__1cc530e3", "image_width": 1920, "image_format": "jpg", "deck_type_raw": "Results Presentation Deck", "deck_type_slug": null, "source_url_pattern": "https://www.slidebook.io/company/{company_slug}/presentation/{deck_id}/" } }, "coverage": { "pageCount": 21, "pagesIndexed": 21, "pagesWithImages": 21, "pagesWithMetadata": 21, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 76, "chartCount": 8, "metricSlides": 0, "toolMatches": 11, "documentToolMatches": 0, "frameworkMatches": 1, "arcMatches": 1, "beatMatches": 3, "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": "3e988944-26d8-45c1-b4e1-cfcdea631538", "evidence": "The document follows a structure similar to the Sequoia Pitch, with sections on market size, problem, solution, business model, and team", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-17 03:25:56.139867+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 6, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 5, "name": "Problem", "beatId": "2927dd5f-9353-48d6-986e-02a99320fe69", "matchId": "3e988944-26d8-45c1-b4e1-cfcdea631538", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The document presents an overview of the company's Q1'23 performance and strategic initiatives", "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": 10, "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": 7, "name": "Solution", "beatId": "3a551217-9834-48df-bf58-4671351d3d16", "matchId": "3e988944-26d8-45c1-b4e1-cfcdea631538", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The document presents details on the company's marketing efficiencies, margin improvements, and disciplined cost management", "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": 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": 12, "name": "Business Model", "beatId": "1b73b51f-e782-4089-a94a-7b9ecd01721f", "matchId": "3e988944-26d8-45c1-b4e1-cfcdea631538", "beatType": { "name": "Business Model", "slug": "sequoia-pitch-business-model", "status": "active", "canonId": "019dd9b8-22f4-768a-8822-31509f575122", "version": 1, "description": null }, "evidence": "The document presents details on the company's 1Q23 performance and KPI performance", "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": [ { "to": 10, "from": 7, "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": "26dab8dc-6308-4e5d-8fdc-589a8043f1a2", "evidence": "The document presents details on the company's disciplined cost management and improved marketing efficiencies", "position": 0, "objective": "To highlight the importance of disciplined cost management", "confidence": 0.6, "extraction": { "at": "2026-07-17 03:25:56.262906+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 15, "from": 12, "loop": { "name": "50_pareto_focus", "slug": "50-pareto-focus", "status": "active", "bestFor": "Resource allocation, problem prioritization, efficiency improvements", "canonId": "019dd956-7a54-7637-bf68-bb63e3f018c7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full Distribution -> The Vital Few (20%) -> The Trivial Many (80%) -> Focus Recommendation", "description": "Show that 80% of results come from 20% of causes to drive prioritization", "familyLabel": null, "categoryName": "Consulting Framework", "categorySlug": "consulting-framework" }, "matchId": "1f06d3ae-8d69-4fe5-bde0-f2816d6aebb2", "evidence": "The document presents details on the company's 1Q23 performance and KPI performance", "position": 1, "objective": "To highlight the company's focus on key performance indicators", "confidence": 0.6, "extraction": { "at": "2026-07-17 03:25:56.296209+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "Big Idea Formula", "slug": "big-idea-formula", "status": "active", "bestFor": "Any narrative-driven persuasive deck whose job is to move the audience: keynotes, fundraising pitches, capital-allocation board asks, all-hands behaviour-change talks, conference talks meant to shift mental models. Use it before structuring; pair with Pyramid when the deck must also withstand line-by-line scrutiny.", "canonId": "019dd956-7dd1-74d7-9866-ffdef19ecfbf", "version": 1, "bodyDocId": "c30d7484-69e0-4e21-82cf-20fa0966869e", "description": "Nancy Duarte's articulation of how to frame a presentation's central message: the speaker's unique point of view plus what's at stake for the audience, expressed as one complete declarative sentence. The narrative-driven counterpart to Minto's analytical governing thought.", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "e80ac792-de89-4a07-b3e5-b09c76ba3f4d", "evidence": "Key metrics such as Orders Per Customer, Average Order Value, and Average Revenue Per Customer are presented.", "pageRefs": null, "priority": "Core", "whenToUse": "Any narrative-driven persuasive deck whose job is to move the audience: keynotes, fundraising pitches, capital-allocation board asks, all-hands behaviour-change talks, conference talks meant to shift mental models. Use it before structuring; pair with Pyramid when the deck must also withstand line-by-line scrutiny.", "confidence": 0.7, "extraction": { "at": "2026-07-17 00:22:57.342845+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": "Solves the topic-not-thesis trap and the stake-less recommendation trap simultaneously. A single declarative sentence with a verb forces the speaker's stance into the room; routing the consequence through the word 'you' translates internal urgency into the audience's currency. The result is short enough to be repeated after the meeting — and that repetition is the persuasion mechanism.", "antipattern": "A topic dressed as a thesis ('Sustainability Roadmap 2026'), a stake attached to the speaker rather than the audience, two ideas spliced with 'and', abstract verbs (leverage / unlock / empower) that survive deletion, or writing the Big Idea after the deck is already built so the slides don't actually defend it.", "cardinality": null, "narrativePurpose": "Forces the deck to commit to a single declarative thesis before slide one — a sentence that names the speaker's stance and routes a consequence through the audience's currency. Acts as the filter every slide, anecdote, and chart must ladder up to." }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "113d5219-58b7-48e6-9bdb-37bcbb726332", "evidence": "The slide title 'STRATEGIC INITIATIVES' and a list of 3 key initiatives.", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 0.9, "extraction": { "at": "2026-07-17 00:22:57.418731+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "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": "782c5a98-e884-45a9-8609-bdd6b442de4f", "evidence": "The use of percentages (~50% and ~24%) to highlight sequential increases and reductions.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:22:57.525251+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "7de46faa-bc3f-4136-b308-0f477abd4d79", "evidence": "The presentation of year-over-year (YoY) and quarter-over-quarter (QoQ) improvements in Variable Margin.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:22:57.599637+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": "Problem-Agitate-Solve (PAS)", "slug": "problem-agitate-solve-pas", "status": "active", "bestFor": null, "canonId": "019dd956-869f-7564-8d42-de54ed29ab90", "version": 1, "bodyDocId": null, "description": "Identify problem, agitate the pain, present the solution", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "ec0ad8b1-814d-4397-88a4-9be32344cb39", "evidence": "The proposal of solutions to improve operational efficiencies.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 00:22:57.676024+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Small Multiples", "slug": "small-multiples", "status": "active", "bestFor": null, "canonId": "019dd956-b32d-7586-b368-baa1dd388ed4", "version": 1, "bodyDocId": null, "description": "Repeating similar charts for comparison across categories or time", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "58658b79-99b9-4828-8eea-50382e5198ec", "evidence": "The presentation of Net Revenue and Customers over 5 quarters.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:22:57.826806+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "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": "98520b8d-3f9f-4718-810f-d838f0dfcc71", "evidence": "The presentation of multiple metrics (Average Revenue Per Customer, Orders Per Customer, Average Order Value) in a grid.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 00:22:57.901693+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Chartjunk Elimination", "slug": "chartjunk-elimination", "status": "active", "bestFor": null, "canonId": "019dd956-b49e-7453-ab01-b60f338eeda1", "version": 1, "bodyDocId": null, "description": "Remove decorative elements that don't convey data: 3D effects, shadows, unnecessary gridlines", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "1ed5e462-e0b0-498d-8a8e-7d35f703ad8f", "evidence": "The use of clear and simple charts to present Variable Margin and PTG&A trends.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:22:57.976432+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "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": "3cc905fb-a59e-4fbb-988c-567113ec09d5", "evidence": "The presentation of improved marketing and operational efficiencies.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 00:22:58.051721+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Storytelling: the closing ask", "slug": "closing-ask", "status": "active", "bestFor": null, "canonId": "019df269-24e0-70ab-8dd9-983832c1c665", "version": 1, "bodyDocId": "019df269-24bc-7554-b88d-245127606b8d", "description": "The single most important slide in the deck — after the cover. The final", "familyLabel": "narrative-block", "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "agent": "storyteller", "layer": "slide", "agents": [ "storyteller" ], "matchId": "2228c18b-7c28-4c59-9e58-29e25fdb1623", "evidence": "The final slide is titled 'Q&A'.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:22:58.129465+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "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": "1ca751a3-8eb6-4fe7-90e3-ad8781ab6ae6", "evidence": "Reconciliation table showing Net Income, Share-based compensation, Depreciation and amortization, Other operating expense, Gain/loss on debt, Interest, Other income/expense, Taxes, and Adjusted EBITDA.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:23:01.141986+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": [ { "matchId": "21ea5727-fe65-40fa-8d63-0bc6290e2333", "evidence": "Numbered list of strategic priorities", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:56:28.144+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "frameworkName": "list-presentation" } ], "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/vLuTzpUub8R5bt_Nhi7DzRy605j7N_IHEKIJ-0Xq5TM/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8xY2M1MzBlMzNjZmNlNGY3MGQ4Yjc2Y2I2MmMxNDcwZS9wMDAxLmpwZw", "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": 11, "componentCount": 3, "textChars": 55, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:56:27.462+00", "seconds": 1.991, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-d9ff-72b8-b020-368b69de27c1/1", "deck": "/decks/019de074-d9ff-72b8-b020-368b69de27c1", "deckAnchor": "/decks/019de074-d9ff-72b8-b020-368b69de27c1#slide-1", "deckJson": "/decks/019de074-d9ff-72b8-b020-368b69de27c1.json" }, "components": [ { "bbox": { "h": 0.474, "w": 0.304, "x": 0.348, "y": 0.263 }, "kind": "image", "text": "Blue Apron 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 11:56:27.462+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "13ae33e8-eb9d-4746-9ab3-cd653f654b65", "parentComponentId": null }, { "bbox": { "h": 0.022, "w": 0.098, "x": 0.451, "y": 0.785 }, "kind": "paragraph", "text": "May 4, 2023", "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 11:56:27.462+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "893e42c6-e54a-4ffc-8a80-a965b279892c", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.378, "x": 0.311, "y": 0.653 }, "kind": "title", "text": "Blue Apron Q1'23 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 11:56:27.462+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c4e5ebd0-0f80-41d3-8f3d-5b32aee2b9aa", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/eTSxNxeowU1hxDEOyxtRdWZoec80rihVqCQqt_mHeIU/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8xY2M1MzBlMzNjZmNlNGY3MGQ4Yjc2Y2I2MmMxNDcwZS9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/Ae_oPwh_jiaGVhYZtVAr_c-oRiHcXp0bIfDqZJvJX_A/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8xY2M1MzBlMzNjZmNlNGY3MGQ4Yjc2Y2I2MmMxNDcwZS9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/1WHqLQPyO_vGmOd1atOSUn9rvoIKLHhxWbG0O6VhRsQ/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8xY2M1MzBlMzNjZmNlNGY3MGQ4Yjc2Y2I2MmMxNDcwZS9wMDAxLnBuZw" }, { "page": 2, "type": "setup", "function": "other", "rawType": "disclaimer", "block": null, "metadata": { "slideType": "disclaimer", "slideTypeCanon": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "019de52d-0801-727b-b98a-5ed095aeee78", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "sparse", "densityScore": 23, "componentCount": 2, "textChars": 332, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:56:27.783+00", "seconds": 2.247, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-d9ff-72b8-b020-368b69de27c1/2", "deck": "/decks/019de074-d9ff-72b8-b020-368b69de27c1", "deckAnchor": "/decks/019de074-d9ff-72b8-b020-368b69de27c1#slide-2", "deckJson": "/decks/019de074-d9ff-72b8-b020-368b69de27c1.json" }, "components": [ { "bbox": { "h": 0.8, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "disclaimer", "text": "This presentation includes statements concerning Blue Apron Holdings, Inc. (\"Blue Apron\") and its future expectations, plans and prospects that constitute \"forward-looking statements\" within the meaning of the Private Securities Litigation Reform Act of 1995...", "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 11:56:27.783+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a5d4be4d-3b66-4783-865e-c60067fafee3", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.8, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Disclaimers: Forward Looking Statements and Use of Non-GAAP Information", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:56:27.783+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6f2de9ee-d934-4fa0-8ab9-4e4d0daabc30", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "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": 46, "componentCount": 3, "textChars": 2064, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:56:29.471+00", "seconds": 3.546, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-d9ff-72b8-b020-368b69de27c1/3", "deck": "/decks/019de074-d9ff-72b8-b020-368b69de27c1", "deckAnchor": "/decks/019de074-d9ff-72b8-b020-368b69de27c1#slide-3", "deckJson": "/decks/019de074-d9ff-72b8-b020-368b69de27c1.json" }, "components": [ { "bbox": { "h": 0.2, "w": 0.9, "x": 0.05, "y": 0.47 }, "kind": "disclaimer", "text": "This presentation also includes adjusted EBITDA and free cash flow, which are non-GAAP financial measures that are not prepared in accordance with, nor an alternative to, financial measures prepared in accordance with U.S. generally accepted accounting principles (\"GAAP\"). In addition, these non-GAAP financial measures are not based on any standardized methodology prescribed by GAAP and are not necessarily comparable to similarly-titled measures presented by other companies. A reconciliation of these measures e to the most directly comparable GAAP measure is included in the Appendix to this presentation.", "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 11:56:29.471+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e515843c-2ce7-40ac-b094-5a985e2e615f", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.9, "x": 0.05, "y": 0.17 }, "kind": "disclaimer", "text": "interruptions or delays, and any resulting need to cancel or shift customer orders; the company's ability to achieve its environmental, social and corporate governance goals on its anticipated timeframe, if at all; the company's ability to maintain food safety and prevent food-borne illness incidents and its susceptibility to supplier-initiated recalls; the company's ability to comply with modified or new laws and regulations applying to its business, or the impact that such compliance may have on its business; the company's vulnerability to adverse weather conditions, natural disasters, wars, and public health crises, including pandemics; the company's ability to protect the security and integrity of its data and protect against data security risks and breaches; the company's ability to obtain and maintain intellectual property protection; and other risks more fully described in the company's Annual Report on Form 10-K for the year ended December 31, 2022 filed with the SEC on March 16, 2023 and the company's Quarterly Report on Form 10-Q for the quarter ended March 31, 2023 filed with the SEC on May 4, 2023, and in other filings that the company may make with the SEC in the future. The company assumes no obligation to update any forward-looking statements contained in this presentation, whether as a result of any new information, future events, or otherwise.", "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 11:56:29.471+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f82ae2b1-b193-40d6-9ab6-97f849b1553d", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.7, "x": 0.05, "y": 0.04 }, "kind": "title", "text": "Disclaimers: Forward Looking Statements and Use of Non-GAAP Information", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:56:29.471+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5ae2dc5d-1d5f-4e68-99ba-0b387a25a4c9", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 4, "type": "setup", "function": "introduce_nominees", "rawType": "nominee_bio", "block": null, "metadata": { "slideType": "nominee_bio", "slideTypeCanon": { "name": "Nominee bio", "slug": "nominee_bio", "status": "active", "canonId": "019de52d-1136-70ae-861a-f546f0c9d1ef", "version": 1, "description": null }, "function": "introduce_nominees", "functionCanon": { "name": "Introduce nominees", "slug": "introduce_nominees", "status": "active", "canonId": "019de52d-1833-77fe-ac47-5f26d823a84a", "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 11:56:30.961+00", "seconds": 4.957, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-d9ff-72b8-b020-368b69de27c1/4", "deck": "/decks/019de074-d9ff-72b8-b020-368b69de27c1", "deckAnchor": "/decks/019de074-d9ff-72b8-b020-368b69de27c1#slide-4", "deckJson": "/decks/019de074-d9ff-72b8-b020-368b69de27c1.json" }, "components": [ { "bbox": { "h": 0.654, "w": 0.296, "x": 0.549, "y": 0.163 }, "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": "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 11:56:30.961+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d68e4d4f-7a6a-4204-a395-e33473080752", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.1, "y": 0.49 }, "kind": "paragraph", "text": "President and Chief Executive Officer", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:56:30.961+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f6ccb7a3-a263-4ad8-aa8e-bec060a6d6b7", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.1, "y": 0.43 }, "kind": "title", "text": "Linda Findley", "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 11:56:30.961+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d0ccc622-3a50-4a2e-aa27-329baa1743b5", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 5, "type": "setup", "title": "Includes detailed footnotes defining the metrics.", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 49, "componentCount": 5, "textChars": 265, "nDataPoints": 4, "notes": "Includes detailed footnotes defining the metrics.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:56:29.036+00", "seconds": 3.02, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-d9ff-72b8-b020-368b69de27c1/5", "deck": "/decks/019de074-d9ff-72b8-b020-368b69de27c1", "deckAnchor": "/decks/019de074-d9ff-72b8-b020-368b69de27c1#slide-5", "deckJson": "/decks/019de074-d9ff-72b8-b020-368b69de27c1.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.96, "x": 0.02, "y": 0.87 }, "kind": "disclaimer", "text": "(1) We define Average Order Value... (5) We determine our number of Customers...", "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 11:56:29.036+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "202dfec3-699c-49ec-84dc-15c15360625d", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.25, "x": 0.65, "y": 0.21 }, "kind": "metric", "text": "4.9 Orders Per Customer; 326,000 Customers in Q1'23; ~658,000 Customers over last 12 months", "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 11:56:29.036+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "35bbbc45-f1a2-4a24-b766-63a1846f6f7a", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.25, "x": 0.38, "y": 0.375 }, "kind": "metric", "text": "$346 Average Revenue Per Customer", "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 11:56:29.036+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be6033cb-271c-4aae-90f2-52ab478caea3", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.25, "x": 0.11, "y": 0.375 }, "kind": "metric", "text": "$70.27 Average Order Value +11.6% YoY", "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 11:56:29.036+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f9c2e1b6-24f3-4edc-8a0b-6ad6527aea5d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.03, "y": 0.12 }, "kind": "title", "text": "FIRST QUARTER 2023 RECAP", "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 11:56:29.036+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "da27ceb3-3ac6-4662-a52d-9264f1bef92e", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Big Idea Formula", "slug": "big-idea-formula", "status": "active", "bestFor": "Any narrative-driven persuasive deck whose job is to move the audience: keynotes, fundraising pitches, capital-allocation board asks, all-hands behaviour-change talks, conference talks meant to shift mental models. Use it before structuring; pair with Pyramid when the deck must also withstand line-by-line scrutiny.", "canonId": "019dd956-7dd1-74d7-9866-ffdef19ecfbf", "version": 1, "bodyDocId": "c30d7484-69e0-4e21-82cf-20fa0966869e", "description": "Nancy Duarte's articulation of how to frame a presentation's central message: the speaker's unique point of view plus what's at stake for the audience, expressed as one complete declarative sentence. The narrative-driven counterpart to Minto's analytical governing thought.", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "e80ac792-de89-4a07-b3e5-b09c76ba3f4d", "evidence": "Key metrics such as Orders Per Customer, Average Order Value, and Average Revenue Per Customer are presented.", "pageRefs": null, "priority": "Core", "whenToUse": "Any narrative-driven persuasive deck whose job is to move the audience: keynotes, fundraising pitches, capital-allocation board asks, all-hands behaviour-change talks, conference talks meant to shift mental models. Use it before structuring; pair with Pyramid when the deck must also withstand line-by-line scrutiny.", "confidence": 0.7, "extraction": { "at": "2026-07-17 00:22:57.342845+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": "Solves the topic-not-thesis trap and the stake-less recommendation trap simultaneously. A single declarative sentence with a verb forces the speaker's stance into the room; routing the consequence through the word 'you' translates internal urgency into the audience's currency. The result is short enough to be repeated after the meeting — and that repetition is the persuasion mechanism.", "antipattern": "A topic dressed as a thesis ('Sustainability Roadmap 2026'), a stake attached to the speaker rather than the audience, two ideas spliced with 'and', abstract verbs (leverage / unlock / empower) that survive deletion, or writing the Big Idea after the deck is already built so the slides don't actually defend it.", "cardinality": null, "narrativePurpose": "Forces the deck to commit to a single declarative thesis before slide one — a sentence that names the speaker's stance and routes a consequence through the audience's currency. Acts as the filter every slide, anecdote, and chart must ladder up to." } ], "frameworks": [], "arcBeats": [ { "to": 6, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 5, "name": "Problem", "beatId": "2927dd5f-9353-48d6-986e-02a99320fe69", "matchId": "3e988944-26d8-45c1-b4e1-cfcdea631538", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The document presents an overview of the company's Q1'23 performance and strategic initiatives", "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": 6, "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": "sparse", "densityScore": 13, "componentCount": 2, "textChars": 171, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:56:28.144+00", "seconds": 2.027, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-d9ff-72b8-b020-368b69de27c1/6", "deck": "/decks/019de074-d9ff-72b8-b020-368b69de27c1", "deckAnchor": "/decks/019de074-d9ff-72b8-b020-368b69de27c1#slide-6", "deckJson": "/decks/019de074-d9ff-72b8-b020-368b69de27c1.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.76, "x": 0.08, "y": 0.255 }, "kind": "list", "text": "1. Acquire and Retain Profitable Customers While Managing Marketing Spend\n2. Drive Margin Improvements\n3. Execute Disciplined Cost Management in PTG&A", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:56:28.144+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "036d0465-7b00-4060-a617-845a0a9f7b88", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.03, "y": 0.12 }, "kind": "title", "text": "STRATEGIC INITIATIVES", "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 11:56:28.144+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "34f71daf-d888-48c0-9fe6-5a59cc5e55ea", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "113d5219-58b7-48e6-9bdb-37bcbb726332", "evidence": "The slide title 'STRATEGIC INITIATIVES' and a list of 3 key initiatives.", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 0.9, "extraction": { "at": "2026-07-17 00:22:57.418731+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." } ], "frameworks": [ { "matchId": "21ea5727-fe65-40fa-8d63-0bc6290e2333", "evidence": "Numbered list of strategic priorities", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:56:28.144+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "frameworkName": "list-presentation" } ], "arcBeats": [ { "to": 6, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 5, "name": "Problem", "beatId": "2927dd5f-9353-48d6-986e-02a99320fe69", "matchId": "3e988944-26d8-45c1-b4e1-cfcdea631538", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The document presents an overview of the company's Q1'23 performance and strategic initiatives", "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": 7, "type": "analysis", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 48, "componentCount": 6, "textChars": 127, "nDataPoints": 2, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 15:31:14.875+00", "seconds": 3.102, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-d9ff-72b8-b020-368b69de27c1/7", "deck": "/decks/019de074-d9ff-72b8-b020-368b69de27c1", "deckAnchor": "/decks/019de074-d9ff-72b8-b020-368b69de27c1#slide-7", "deckJson": "/decks/019de074-d9ff-72b8-b020-368b69de27c1.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.28, "x": 0.61, "y": 0.4 }, "kind": "metric", "text": "~24%", "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 15:31:14.875+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "342042e2-f293-47b1-9f50-510e4611b609", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.28, "x": 0.11, "y": 0.4 }, "kind": "metric", "text": "~50%", "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 15:31:14.875+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "48e97e99-cad8-46a6-a0d0-31b2d00d8a7e", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.24, "x": 0.63, "y": 0.64 }, "kind": "paragraph", "text": "SEQUENTIAL INCREASE IN CONVERSATION RATE", "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 15:31:14.875+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "46a49ed2-9687-49ea-8763-207df87d627e", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.18, "x": 0.16, "y": 0.64 }, "kind": "paragraph", "text": "REDUCTION IN COST PER ACQUISITION", "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 15:31:14.875+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "86231a82-18e6-4abe-92e2-021e69bce987", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.18, "x": 0.16, "y": 0.72 }, "kind": "paragraph", "text": "Lowest Levels Since 2019", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:31:14.875+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ebde2bc9-f634-4f0a-8023-2ad9a3135bfd", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.02, "y": 0.12 }, "kind": "title", "text": "MARKETING EFFICIENCIES", "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 15:31:14.875+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8548265a-1c7f-46d8-9e74-755f07f88093", "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": "782c5a98-e884-45a9-8609-bdd6b442de4f", "evidence": "The use of percentages (~50% and ~24%) to highlight sequential increases and reductions.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:22:57.525251+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 10, "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": 7, "name": "Solution", "beatId": "3a551217-9834-48df-bf58-4671351d3d16", "matchId": "3e988944-26d8-45c1-b4e1-cfcdea631538", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The document presents details on the company's marketing efficiencies, margin improvements, and disciplined cost management", "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": [ { "to": 10, "from": 7, "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": "26dab8dc-6308-4e5d-8fdc-589a8043f1a2", "evidence": "The document presents details on the company's disciplined cost management and improved marketing efficiencies", "position": 0, "objective": "To highlight the importance of disciplined cost management", "confidence": 0.6, "extraction": { "at": "2026-07-17 03:25:56.262906+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 8, "type": "analysis", "title": "The slide uses a culinary-themed background image. The metrics are presented as big numbers with upward-pointing arrows.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 73, "componentCount": 7, "textChars": 464, "nDataPoints": 2, "notes": "The slide uses a culinary-themed background image. The metrics are presented as big numbers with upward-pointing arrows.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:56:30.822+00", "seconds": 4.575, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-d9ff-72b8-b020-368b69de27c1/8", "deck": "/decks/019de074-d9ff-72b8-b020-368b69de27c1", "deckAnchor": "/decks/019de074-d9ff-72b8-b020-368b69de27c1#slide-8", "deckJson": "/decks/019de074-d9ff-72b8-b020-368b69de27c1.json" }, "components": [ { "bbox": { "h": 0.2, "w": 0.2, "x": 0.35, "y": 0.4 }, "kind": "metric", "text": "330 bps", "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 11:56:30.822+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e641192-6638-408d-b273-89b677694be1", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.2, "x": 0.65, "y": 0.4 }, "kind": "metric", "text": "90 bps", "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 11:56:30.822+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "de5e4575-1bfc-4ddd-a31e-0635d492b8d8", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.25, "x": 0.09, "y": 0.365 }, "kind": "paragraph", "text": "Disciplined Cost Management & Productivity Improvements Strengthening Variable Margin...", "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 11:56:30.822+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b359f957-84e0-4805-9518-d9cdc13e868f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.02, "y": 0.95 }, "kind": "source-note", "text": "(1) Variable Margin for the three months ended March 31, 2023 totaled 35.8% versus 32.5% in the three months ended March 31, 2022\n(2) Variable Margin for the three months ended March 31, 2023 totaled 35.8% versus 34.9% in the three months ended December 31, 2022", "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 11:56:30.822+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e9504583-334a-490d-9817-d9baa0609739", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.2, "x": 0.35, "y": 0.6 }, "kind": "subtitle", "text": "YoY Improvement in Variable Margin(1)", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:56:30.822+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8cb3f85d-5cfc-44b0-82ab-0062f3d94fb1", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.2, "x": 0.65, "y": 0.6 }, "kind": "subtitle", "text": "QoQ Improvement in Variable Margin(2)", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:56:30.822+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e7bfe05-d001-4700-85b9-ea48aa7b974d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.02, "y": 0.12 }, "kind": "title", "text": "DRIVING MARGIN IMPROVEMENTS", "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 11:56:30.822+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fdd0b5e4-e3e3-48ee-a796-ae19d3c612b4", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "7de46faa-bc3f-4136-b308-0f477abd4d79", "evidence": "The presentation of year-over-year (YoY) and quarter-over-quarter (QoQ) improvements in Variable Margin.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:22:57.599637+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": [ { "to": 10, "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": 7, "name": "Solution", "beatId": "3a551217-9834-48df-bf58-4671351d3d16", "matchId": "3e988944-26d8-45c1-b4e1-cfcdea631538", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The document presents details on the company's marketing efficiencies, margin improvements, and disciplined cost management", "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": [ { "to": 10, "from": 7, "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": "26dab8dc-6308-4e5d-8fdc-589a8043f1a2", "evidence": "The document presents details on the company's disciplined cost management and improved marketing efficiencies", "position": 0, "objective": "To highlight the importance of disciplined cost management", "confidence": 0.6, "extraction": { "at": "2026-07-17 03:25:56.262906+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 9, "type": "setup", "title": "The slide uses a visual layout with icons and text to present operational improvements.", "function": "present_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "balanced", "densityScore": 43, "componentCount": 5, "textChars": 249, "nDataPoints": 0, "notes": "The slide uses a visual layout with icons and text to present operational improvements.", "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:56:28.647+00", "seconds": 2.345, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-d9ff-72b8-b020-368b69de27c1/9", "deck": "/decks/019de074-d9ff-72b8-b020-368b69de27c1", "deckAnchor": "/decks/019de074-d9ff-72b8-b020-368b69de27c1#slide-9", "deckJson": "/decks/019de074-d9ff-72b8-b020-368b69de27c1.json" }, "components": [ { "bbox": { "h": 0.8, "w": 0.1, "x": 0.1, "y": 0.1 }, "kind": "image", "text": "Icons representing packline, logistics, and inventory management", "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 11:56:28.647+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4e531a2c-d6fa-4dc7-b6fa-6563b2d28fe7", "parentComponentId": null }, { "bbox": { "h": 1, "w": 0.72, "x": 0.28, "y": 0 }, "kind": "image", "text": "Blue Apron box surrounded by fresh produce", "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 11:56:28.647+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "01531937-4909-419b-a53f-1e9d99a9a8de", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.2, "x": 0.05, "y": 0.49 }, "kind": "list", "text": "Consolidating shipments into a smaller number of trucks", "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 11:56:28.647+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "05c2f1ba-dea9-4e0c-9232-75e7e5f265fb", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.2, "x": 0.05, "y": 0.8 }, "kind": "list", "text": "Improving material handling and inventory management", "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 11:56:28.647+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7a062fa6-628f-442d-b39e-c7c770478b65", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.2, "x": 0.05, "y": 0.23 }, "kind": "list", "text": "Reductions in idle time on packlines", "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 11:56:28.647+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e9d3201d-044c-41a9-96f1-4172732a743c", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Problem-Agitate-Solve (PAS)", "slug": "problem-agitate-solve-pas", "status": "active", "bestFor": null, "canonId": "019dd956-869f-7564-8d42-de54ed29ab90", "version": 1, "bodyDocId": null, "description": "Identify problem, agitate the pain, present the solution", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "ec0ad8b1-814d-4397-88a4-9be32344cb39", "evidence": "The proposal of solutions to improve operational efficiencies.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 00:22:57.676024+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 10, "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": 7, "name": "Solution", "beatId": "3a551217-9834-48df-bf58-4671351d3d16", "matchId": "3e988944-26d8-45c1-b4e1-cfcdea631538", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The document presents details on the company's marketing efficiencies, margin improvements, and disciplined cost management", "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": [ { "to": 10, "from": 7, "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": "26dab8dc-6308-4e5d-8fdc-589a8043f1a2", "evidence": "The document presents details on the company's disciplined cost management and improved marketing efficiencies", "position": 0, "objective": "To highlight the importance of disciplined cost management", "confidence": 0.6, "extraction": { "at": "2026-07-17 03:25:56.262906+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 10, "type": "analysis", "title": "The slide uses a food-themed background; the content focuses on financial health and liquidity requirements.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 62, "componentCount": 6, "textChars": 352, "nDataPoints": 2, "notes": "The slide uses a food-themed background; the content focuses on financial health and liquidity requirements.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:56:29.242+00", "seconds": 2.599, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-d9ff-72b8-b020-368b69de27c1/10", "deck": "/decks/019de074-d9ff-72b8-b020-368b69de27c1", "deckAnchor": "/decks/019de074-d9ff-72b8-b020-368b69de27c1#slide-10", "deckJson": "/decks/019de074-d9ff-72b8-b020-368b69de27c1.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.32, "x": 0.635, "y": 0.21 }, "kind": "callout", "text": "Actively pursuing one or more financing opportunities and/or other strategic transactions, including significant commercial partnerships, which need to close prior to the middle of June 2023 in order to meet near-term obligations", "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 11:56:29.242+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5dd0bdab-b386-4fc1-9cb1-e56a3748d1cc", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.32, "x": 0.14, "y": 0.375 }, "kind": "metric", "text": "67%", "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 11:56:29.242+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9720b084-05e9-4b54-9518-874bee03639d", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.32, "x": 0.39, "y": 0.375 }, "kind": "metric", "text": "64%", "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 11:56:29.242+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aaea6cf2-1b65-4bd6-9ded-8860fd9eca67", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.32, "x": 0.39, "y": 0.62 }, "kind": "subtitle", "text": "YoY Reduction in Free Cash Flow Burn", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:56:29.242+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1fff5bc7-21ca-4e64-b7c1-06c830c7386d", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.32, "x": 0.14, "y": 0.62 }, "kind": "subtitle", "text": "YoY Reduction in Net Cash Used In Operating Activities", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:56:29.242+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "55d2951d-b8ac-47d8-8085-33b3926574e3", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.03, "y": 0.12 }, "kind": "title", "text": "DISCIPLINED COST MANAGEMENT", "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 11:56:29.242+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c35f0c77-f31f-4f0e-a832-c58933cf7370", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 10, "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": 7, "name": "Solution", "beatId": "3a551217-9834-48df-bf58-4671351d3d16", "matchId": "3e988944-26d8-45c1-b4e1-cfcdea631538", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The document presents details on the company's marketing efficiencies, margin improvements, and disciplined cost management", "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": [ { "to": 10, "from": 7, "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": "26dab8dc-6308-4e5d-8fdc-589a8043f1a2", "evidence": "The document presents details on the company's disciplined cost management and improved marketing efficiencies", "position": 0, "objective": "To highlight the importance of disciplined cost management", "confidence": 0.6, "extraction": { "at": "2026-07-17 03:25:56.262906+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 11, "type": "setup", "function": "introduce_nominees", "rawType": "nominee_bio", "block": null, "metadata": { "slideType": "nominee_bio", "slideTypeCanon": { "name": "Nominee bio", "slug": "nominee_bio", "status": "active", "canonId": "019de52d-1136-70ae-861a-f546f0c9d1ef", "version": 1, "description": null }, "function": "introduce_nominees", "functionCanon": { "name": "Introduce nominees", "slug": "introduce_nominees", "status": "active", "canonId": "019de52d-1833-77fe-ac47-5f26d823a84a", "version": 1, "description": null }, "density": "sparse", "densityScore": 10, "componentCount": 3, "textChars": 42, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:56:29.088+00", "seconds": 2.428, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-d9ff-72b8-b020-368b69de27c1/11", "deck": "/decks/019de074-d9ff-72b8-b020-368b69de27c1", "deckAnchor": "/decks/019de074-d9ff-72b8-b020-368b69de27c1#slide-11", "deckJson": "/decks/019de074-d9ff-72b8-b020-368b69de27c1.json" }, "components": [ { "bbox": { "h": 0.654, "w": 0.294, "x": 0.546, "y": 0.164 }, "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": "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 11:56:29.088+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "064f7b31-3e2b-4c6b-af74-a5e6c94ceb68", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.337, "x": 0.1, "y": 0.497 }, "kind": "paragraph", "text": "Interim Chief Financial Officer", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:56:29.088+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bda5d2fd-1249-4121-81d0-7f4f9327f2cb", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.242, "x": 0.1, "y": 0.437 }, "kind": "title", "text": "Mitch Cohen", "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 11:56:29.088+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3be1eacf-7f6d-4379-9321-1ad5e964c50f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 12, "type": "analysis", "title": "The chart displays a dual-axis style visualization (bars for revenue, line for customers) despite the lack of a secondary Y-axis label.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 44, "componentCount": 5, "textChars": 152, "nDataPoints": 10, "notes": "The chart displays a dual-axis style visualization (bars for revenue, line for customers) despite the lack of a secondary Y-axis label.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:56:29.471+00", "seconds": 2.631, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-d9ff-72b8-b020-368b69de27c1/12", "deck": "/decks/019de074-d9ff-72b8-b020-368b69de27c1", "deckAnchor": "/decks/019de074-d9ff-72b8-b020-368b69de27c1#slide-12", "deckJson": "/decks/019de074-d9ff-72b8-b020-368b69de27c1.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.5, "x": 0.25, "y": 0.238 }, "kind": "chart", "text": "Net Revenue ($M) and Customers (thousands) over 5 quarters", "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 11:56:29.471+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1e857199-9954-4ad4-be71-8911be0a25a5", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.08, "x": 0.37, "y": 0.915 }, "kind": "other", "text": "Net Revenue", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:56:29.471+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "427f7d98-dc18-4aa7-b5f4-2bbd10f18221", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.14, "x": 0.49, "y": 0.915 }, "kind": "other", "text": "Customers (thousands)", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:56:29.471+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8fc14b41-6b21-4ec6-8838-3ff7eca42628", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.27, "x": 0.05, "y": 0.12 }, "kind": "title", "text": "1Q23 PERFORMANCE", "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 11:56:29.471+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "53d7b68e-5f3a-4c0d-9351-ce0248e5c344", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.18, "x": 0.41, "y": 0.26 }, "kind": "title", "text": "Net Revenue ($M) $113.1 Million -3.97% vs 1Q22", "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 11:56:29.471+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e81921c4-91bb-4cf9-ba47-4b698aa9d0f2", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Small Multiples", "slug": "small-multiples", "status": "active", "bestFor": null, "canonId": "019dd956-b32d-7586-b368-baa1dd388ed4", "version": 1, "bodyDocId": null, "description": "Repeating similar charts for comparison across categories or time", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "58658b79-99b9-4828-8eea-50382e5198ec", "evidence": "The presentation of Net Revenue and Customers over 5 quarters.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:22:57.826806+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "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": 12, "name": "Business Model", "beatId": "1b73b51f-e782-4089-a94a-7b9ecd01721f", "matchId": "3e988944-26d8-45c1-b4e1-cfcdea631538", "beatType": { "name": "Business Model", "slug": "sequoia-pitch-business-model", "status": "active", "canonId": "019dd9b8-22f4-768a-8822-31509f575122", "version": 1, "description": null }, "evidence": "The document presents details on the company's 1Q23 performance and KPI performance", "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": [ { "to": 15, "from": 12, "loop": { "name": "50_pareto_focus", "slug": "50-pareto-focus", "status": "active", "bestFor": "Resource allocation, problem prioritization, efficiency improvements", "canonId": "019dd956-7a54-7637-bf68-bb63e3f018c7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full Distribution -> The Vital Few (20%) -> The Trivial Many (80%) -> Focus Recommendation", "description": "Show that 80% of results come from 20% of causes to drive prioritization", "familyLabel": null }, "matchId": "1f06d3ae-8d69-4fe5-bde0-f2816d6aebb2", "evidence": "The document presents details on the company's 1Q23 performance and KPI performance", "position": 1, "objective": "To highlight the company's focus on key performance indicators", "confidence": 0.6, "extraction": { "at": "2026-07-17 03:25:56.296209+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 13, "type": "analysis", "title": "Includes YoY growth percentages for each metric and detailed footnotes defining the metrics.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 69, "componentCount": 5, "textChars": 753, "nDataPoints": 15, "notes": "Includes YoY growth percentages for each metric and detailed footnotes defining the metrics.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:56:30.284+00", "seconds": 3.344, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-d9ff-72b8-b020-368b69de27c1/13", "deck": "/decks/019de074-d9ff-72b8-b020-368b69de27c1", "deckAnchor": "/decks/019de074-d9ff-72b8-b020-368b69de27c1#slide-13", "deckJson": "/decks/019de074-d9ff-72b8-b020-368b69de27c1.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.28, "x": 0.06, "y": 0.275 }, "kind": "chart", "text": "Average Revenue Per Customer", "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 11:56:30.284+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "82d3da00-bc5e-46ea-9313-8a5176ef7ca7", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.28, "x": 0.66, "y": 0.275 }, "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": "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 11:56:30.284+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ada9a4ae-9903-421b-9e00-e9e88c235983", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.28, "x": 0.36, "y": 0.275 }, "kind": "chart", "text": "Orders Per Customer", "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 11:56:30.284+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cc2abacf-f208-4071-b35c-1f05e769bdfb", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.96, "x": 0.02, "y": 0.92 }, "kind": "disclaimer", "text": "(1) We define Average Revenue per Customer as our net revenue from our meal, wine and market products sold on our e-commerce platforms and, beginning in 2Q22 through third-party sales platforms in a given reporting period divided by the number of Customers in that period\n(2) We define Orders per Customer as the number of Orders in a given reporting period divided by the number of Customers in that period\n(3) We define Average Order Value as our net revenue from our meal, wine and market products sold on our e-commerce platforms and, beginning in 2Q22 through third-party sales platforms in a given reporting period divided by the number of Orders in that period", "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 11:56:30.284+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dfa99b0a-e714-412e-a4fb-ef928e0775fe", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.32, "x": 0.04, "y": 0.12 }, "kind": "title", "text": "1Q23 KPI PERFORMANCE", "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 11:56:30.284+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a5fb97a2-d563-4c33-acae-0616fbae77e3", "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": "98520b8d-3f9f-4718-810f-d838f0dfcc71", "evidence": "The presentation of multiple metrics (Average Revenue Per Customer, Orders Per Customer, Average Order Value) in a grid.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 00:22:57.901693+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "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": 12, "name": "Business Model", "beatId": "1b73b51f-e782-4089-a94a-7b9ecd01721f", "matchId": "3e988944-26d8-45c1-b4e1-cfcdea631538", "beatType": { "name": "Business Model", "slug": "sequoia-pitch-business-model", "status": "active", "canonId": "019dd9b8-22f4-768a-8822-31509f575122", "version": 1, "description": null }, "evidence": "The document presents details on the company's 1Q23 performance and KPI performance", "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": [ { "to": 15, "from": 12, "loop": { "name": "50_pareto_focus", "slug": "50-pareto-focus", "status": "active", "bestFor": "Resource allocation, problem prioritization, efficiency improvements", "canonId": "019dd956-7a54-7637-bf68-bb63e3f018c7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full Distribution -> The Vital Few (20%) -> The Trivial Many (80%) -> Focus Recommendation", "description": "Show that 80% of results come from 20% of causes to drive prioritization", "familyLabel": null }, "matchId": "1f06d3ae-8d69-4fe5-bde0-f2816d6aebb2", "evidence": "The document presents details on the company's 1Q23 performance and KPI performance", "position": 1, "objective": "To highlight the company's focus on key performance indicators", "confidence": 0.6, "extraction": { "at": "2026-07-17 03:25:56.296209+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 14, "type": "analysis", "title": "The slide compares quarterly trends for Variable Margin (line chart) and PTG&A (bar chart).", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 60, "componentCount": 6, "textChars": 285, "nDataPoints": 10, "notes": "The slide compares quarterly trends for Variable Margin (line chart) and PTG&A (bar chart).", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:56:29.951+00", "seconds": 2.855, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-d9ff-72b8-b020-368b69de27c1/14", "deck": "/decks/019de074-d9ff-72b8-b020-368b69de27c1", "deckAnchor": "/decks/019de074-d9ff-72b8-b020-368b69de27c1#slide-14", "deckJson": "/decks/019de074-d9ff-72b8-b020-368b69de27c1.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.35, "x": 0.55, "y": 0.4 }, "kind": "chart", "text": "PTG&A ($M) trend from Q1'22 to Q1'23", "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 11:56:29.951+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "803505a4-5643-4d10-b4b7-00b89dfd38f9", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.35, "x": 0.13, "y": 0.55 }, "kind": "chart", "text": "Variable Margin trend from Q1'22 to Q1'23", "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 11:56:29.951+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2d91d9dc-6cfd-46ba-8f5e-fa9408046ca0", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.3, "x": 0.6, "y": 0.24 }, "kind": "metric", "text": "PTG&A ($M) $35.7 Million -18.7% YoY", "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 11:56:29.951+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "34cc4984-5b88-4859-b65c-a30ad6fc3ba0", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.3, "x": 0.15, "y": 0.24 }, "kind": "metric", "text": "Variable Margin 35.8% +330 bps YoY", "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 11:56:29.951+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3d249122-6612-45e1-95b8-4da69ec716e0", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.45, "x": 0.02, "y": 0.96 }, "kind": "source-note", "text": "(1) Represents net revenue less cost of goods sold, excluding depreciation and amortization, as a percentage of net 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 11:56:29.951+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "08e76b18-9593-486f-b9ce-abe8ffbb7167", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.27, "x": 0.05, "y": 0.12 }, "kind": "title", "text": "1Q23 PERFORMANCE", "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 11:56:29.951+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "de02712b-15aa-4782-b849-d6b2c6fc6091", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chartjunk Elimination", "slug": "chartjunk-elimination", "status": "active", "bestFor": null, "canonId": "019dd956-b49e-7453-ab01-b60f338eeda1", "version": 1, "bodyDocId": null, "description": "Remove decorative elements that don't convey data: 3D effects, shadows, unnecessary gridlines", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "1ed5e462-e0b0-498d-8a8e-7d35f703ad8f", "evidence": "The use of clear and simple charts to present Variable Margin and PTG&A trends.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:22:57.976432+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "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": 12, "name": "Business Model", "beatId": "1b73b51f-e782-4089-a94a-7b9ecd01721f", "matchId": "3e988944-26d8-45c1-b4e1-cfcdea631538", "beatType": { "name": "Business Model", "slug": "sequoia-pitch-business-model", "status": "active", "canonId": "019dd9b8-22f4-768a-8822-31509f575122", "version": 1, "description": null }, "evidence": "The document presents details on the company's 1Q23 performance and KPI performance", "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": [ { "to": 15, "from": 12, "loop": { "name": "50_pareto_focus", "slug": "50-pareto-focus", "status": "active", "bestFor": "Resource allocation, problem prioritization, efficiency improvements", "canonId": "019dd956-7a54-7637-bf68-bb63e3f018c7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full Distribution -> The Vital Few (20%) -> The Trivial Many (80%) -> Focus Recommendation", "description": "Show that 80% of results come from 20% of causes to drive prioritization", "familyLabel": null }, "matchId": "1f06d3ae-8d69-4fe5-bde0-f2816d6aebb2", "evidence": "The document presents details on the company's 1Q23 performance and KPI performance", "position": 1, "objective": "To highlight the company's focus on key performance indicators", "confidence": 0.6, "extraction": { "at": "2026-07-17 03:25:56.296209+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 15, "type": "analysis", "title": "The slide uses a bar chart to visualize the reduction in losses over five quarters.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 63, "componentCount": 5, "textChars": 502, "nDataPoints": 10, "notes": "The slide uses a bar chart to visualize the reduction in losses over five quarters.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:56:30.195+00", "seconds": 3.066, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-d9ff-72b8-b020-368b69de27c1/15", "deck": "/decks/019de074-d9ff-72b8-b020-368b69de27c1", "deckAnchor": "/decks/019de074-d9ff-72b8-b020-368b69de27c1#slide-15", "deckJson": "/decks/019de074-d9ff-72b8-b020-368b69de27c1.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.25, "x": 0.61, "y": 0.25 }, "kind": "chart", "text": "Adjusted EBITDA ($M) trend", "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 11:56:30.195+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "18d5af39-c242-400f-a5e7-a840a52ef8bb", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.25, "x": 0.19, "y": 0.25 }, "kind": "chart", "text": "Net Loss ($M) trend", "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 11:56:30.195+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8a3ad84b-e056-4acb-b88e-be6dddb91112", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.96, "x": 0.02, "y": 0.94 }, "kind": "disclaimer", "text": "(1) Adjusted EBITDA is defined as net income (loss) before interest income (expense), net, other operating expense, gain (loss) on extinguishment of debt, other income (expense), net, benefit (provision) for income taxes, depreciation and amortization and share-based compensation expense. See appendix for reconciliation of net income (loss) to Adjusted EBITDA", "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 11:56:30.195+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cefc4e12-c6a7-4acd-bd31-5596e18e2272", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.56, "x": 0.22, "y": 0.885 }, "kind": "title", "text": "Disciplined cost management with improved marketing and operational efficiencies", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:56:30.195+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ce1565d2-da73-4b17-b77d-bfcaac372c65", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.27, "x": 0.04, "y": 0.12 }, "kind": "title", "text": "1Q23 PERFORMANCE", "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 11:56:30.195+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "591ceac2-2509-45fa-a507-e6946137b831", "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": "3cc905fb-a59e-4fbb-988c-567113ec09d5", "evidence": "The presentation of improved marketing and operational efficiencies.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 00:22:58.051721+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "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": 12, "name": "Business Model", "beatId": "1b73b51f-e782-4089-a94a-7b9ecd01721f", "matchId": "3e988944-26d8-45c1-b4e1-cfcdea631538", "beatType": { "name": "Business Model", "slug": "sequoia-pitch-business-model", "status": "active", "canonId": "019dd9b8-22f4-768a-8822-31509f575122", "version": 1, "description": null }, "evidence": "The document presents details on the company's 1Q23 performance and KPI performance", "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": [ { "to": 15, "from": 12, "loop": { "name": "50_pareto_focus", "slug": "50-pareto-focus", "status": "active", "bestFor": "Resource allocation, problem prioritization, efficiency improvements", "canonId": "019dd956-7a54-7637-bf68-bb63e3f018c7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full Distribution -> The Vital Few (20%) -> The Trivial Many (80%) -> Focus Recommendation", "description": "Show that 80% of results come from 20% of causes to drive prioritization", "familyLabel": null }, "matchId": "1f06d3ae-8d69-4fe5-bde0-f2816d6aebb2", "evidence": "The document presents details on the company's 1Q23 performance and KPI performance", "position": 1, "objective": "To highlight the company's focus on key performance indicators", "confidence": 0.6, "extraction": { "at": "2026-07-17 03:25:56.296209+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 16, "type": "setup", "function": "state_next_steps", "rawType": "closing_ask", "block": null, "metadata": { "slideType": "closing_ask", "slideTypeCanon": { "name": "Closing ask", "slug": "closing_ask", "status": "active", "canonId": "019de52d-0aa4-750f-8aa1-8d622dd99f5c", "version": 1, "description": null }, "function": "state_next_steps", "functionCanon": { "name": "State next steps", "slug": "state_next_steps", "status": "active", "canonId": "019de52d-14ca-70ac-b534-971f458cdf29", "version": 1, "description": null }, "density": "sparse", "densityScore": 0, "componentCount": 1, "textChars": 3, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:56:29.036+00", "seconds": 1.874, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-d9ff-72b8-b020-368b69de27c1/16", "deck": "/decks/019de074-d9ff-72b8-b020-368b69de27c1", "deckAnchor": "/decks/019de074-d9ff-72b8-b020-368b69de27c1#slide-16", "deckJson": "/decks/019de074-d9ff-72b8-b020-368b69de27c1.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.12, "x": 0.44, "y": 0.45 }, "kind": "title", "text": "Q&A", "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 11:56:29.036+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d187a53-1005-4993-a225-89aba1f5532b", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Storytelling: the closing ask", "slug": "closing-ask", "status": "active", "bestFor": null, "canonId": "019df269-24e0-70ab-8dd9-983832c1c665", "version": 1, "bodyDocId": "019df269-24bc-7554-b88d-245127606b8d", "description": "The single most important slide in the deck — after the cover. The final", "familyLabel": "narrative-block", "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "agent": "storyteller", "layer": "slide", "agents": [ "storyteller" ], "matchId": "2228c18b-7c28-4c59-9e58-29e25fdb1623", "evidence": "The final slide is titled 'Q&A'.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:22:58.129465+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 17, "type": "setup", "function": "front_matter", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 1, "componentCount": 1, "textChars": 15, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:56:30.382+00", "seconds": 3.131, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-d9ff-72b8-b020-368b69de27c1/17", "deck": "/decks/019de074-d9ff-72b8-b020-368b69de27c1", "deckAnchor": "/decks/019de074-d9ff-72b8-b020-368b69de27c1#slide-17", "deckJson": "/decks/019de074-d9ff-72b8-b020-368b69de27c1.json" }, "components": [ { "bbox": { "h": 0.3, "w": 0.3, "x": 0.35, "y": 0.35 }, "kind": "image", "text": "Blue Apron 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 11:56:30.382+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "37f003a0-ffff-4712-90d2-66a226af0aec", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 18, "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": 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 11:56:29.783+00", "seconds": 2.477, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-d9ff-72b8-b020-368b69de27c1/18", "deck": "/decks/019de074-d9ff-72b8-b020-368b69de27c1", "deckAnchor": "/decks/019de074-d9ff-72b8-b020-368b69de27c1#slide-18", "deckJson": "/decks/019de074-d9ff-72b8-b020-368b69de27c1.json" }, "components": [ { "bbox": { "h": 1, "w": 0.35, "x": 0.65, "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 11:56:29.783+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a9242e57-4429-4044-aadd-4631dc26ea1d", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.15, "x": 0.06, "y": 0.06 }, "kind": "image", "text": "Blue Apron", "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 11:56:29.783+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2a5c6e9e-4f88-4c2f-8b5d-2dacad3d2b3f", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.45, "x": 0.06, "y": 0.42 }, "kind": "title", "text": "Appendix: 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 11:56:29.783+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "83712fb4-6b0f-403a-af79-b65a604566d4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 19, "type": "analysis", "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": 27, "componentCount": 2, "textChars": 265, "nDataPoints": 24, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:56:29.558+00", "seconds": 1.894, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-d9ff-72b8-b020-368b69de27c1/19", "deck": "/decks/019de074-d9ff-72b8-b020-368b69de27c1", "deckAnchor": "/decks/019de074-d9ff-72b8-b020-368b69de27c1#slide-19", "deckJson": "/decks/019de074-d9ff-72b8-b020-368b69de27c1.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.208 }, "kind": "table", "text": "Reconciliation table showing Net Income, Share-based compensation, Depreciation and amortization, Other operating expense, Gain/loss on debt, Interest, Other income/expense, Taxes, and Adjusted EBITDA.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:56:29.558+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a6186436-c452-4d02-b112-a1269ccdef46", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Reconciliation of Quarterly Net Income (Loss) to 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 11:56:29.558+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7bd18c42-f1b0-433e-93fe-7329b4cc3bca", "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": "1ca751a3-8eb6-4fe7-90e3-ad8781ab6ae6", "evidence": "Reconciliation table showing Net Income, Share-based compensation, Depreciation and amortization, Other operating expense, Gain/loss on debt, Interest, Other income/expense, Taxes, and Adjusted EBITDA.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:23:01.141986+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": [], "loops": [], "locked": true }, { "page": 20, "type": "analysis", "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": "sparse", "densityScore": 22, "componentCount": 2, "textChars": 228, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:56:34.551+00", "seconds": 6.862, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-d9ff-72b8-b020-368b69de27c1/20", "deck": "/decks/019de074-d9ff-72b8-b020-368b69de27c1", "deckAnchor": "/decks/019de074-d9ff-72b8-b020-368b69de27c1#slide-20", "deckJson": "/decks/019de074-d9ff-72b8-b020-368b69de27c1.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.9, "x": 0.05, "y": 0.227 }, "kind": "table", "text": "Net cash from (used in) operating activities: $(29) / $(10); Purchases of property and equipment: (1) / (1); Free cash flow: $(30) / $(11)", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Valuation table", "slug": "valuation", "status": "active", "canonId": "019de52d-034c-74ed-b5c8-22b5e6ac196d", "version": 1, "description": null }, "framework": null }, "subkind": "valuation", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:56:34.551+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c39ab9ff-abd2-4035-a9c7-c0c9637178fd", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.8, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Reconciliation of Quarterly Net Cash From (Used in) Operating Activities to Free Cash Flow", "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 11:56:34.551+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d76598d1-da2d-45a8-9d69-c6add413fb38", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 21, "type": "setup", "function": "front_matter", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 1, "componentCount": 1, "textChars": 15, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:56:30.084+00", "seconds": 2.369, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-d9ff-72b8-b020-368b69de27c1/21", "deck": "/decks/019de074-d9ff-72b8-b020-368b69de27c1", "deckAnchor": "/decks/019de074-d9ff-72b8-b020-368b69de27c1#slide-21", "deckJson": "/decks/019de074-d9ff-72b8-b020-368b69de27c1.json" }, "components": [ { "bbox": { "h": 0.26, "w": 0.304, "x": 0.348, "y": 0.37 }, "kind": "image", "text": "Blue Apron 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 11:56:30.084+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e99504d1-d71b-443e-8b4e-f422568cf5f9", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 5, "to": 6, "label": "Problem", "description": "The document presents an overview of the company's Q1'23 performance and strategic initiatives" }, { "from": 7, "to": 10, "label": "Solution", "description": "The document presents details on the company's marketing efficiencies, margin improvements, and disciplined cost management" }, { "from": 12, "to": 15, "label": "Business Model", "description": "The document presents details on the company's 1Q23 performance and KPI performance" } ], "loops": [ { "from": 7, "to": 10, "label": "Cost Of Inaction", "description": "To highlight the importance of disciplined cost management" }, { "from": 12, "to": 15, "label": "Pareto Focus", "description": "To highlight the company's focus on key performance indicators" } ] }