{ "schemaVersion": "deck-intelligence.v1", "id": "019de074-dcc5-77ad-8f6b-a656c1a3fd52", "slug": "f76f81fcec3d47de7674400c92052758", "title": "Cano Health | Results Presentation Deck | 19 slides", "subtitle": "Cano Health · 2023-05", "author": "Cano Health", "date": "2023-05-01 00:00:00", "pageCount": 19, "kind": "conference-presentation", "orientation": "landscape", "aspectRatio": 1.7777778, "document": { "id": "019de074-dcc5-77ad-8f6b-a656c1a3fd52", "slug": "f76f81fcec3d47de7674400c92052758", "title": "Cano Health | Results Presentation Deck | 19 slides", "rawTitle": "Cano Health | Results Presentation Deck | 19 slides", "authorId": "cano-health", "authorName": "Cano Health", "authorDisplay": "Cano Health", "kind": { "slug": "conference-presentation", "label": "Conference presentation" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2023-05__cano-health__results__f76f81fc.pdf", "sourceUrl": "https://www.slidebook.io/company/cano-health/presentation/f76f81fcec3d47de7674400c92052758/", "sourceDate": "2023-05-09 00:00:00", "presentationDate": "2023-05-01 00:00:00", "ingestedAt": "2026-04-30 22:14:08.427397+00", "status": "ready", "pageCount": 19, "orientation": "landscape", "aspectRatio": 1.7777778, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "medical-care-facilities", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2023-05__cano-health__results__f76f81fc", "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": 19, "pagesIndexed": 19, "pagesWithImages": 19, "pagesWithMetadata": 19, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 81, "chartCount": 2, "metricSlides": 0, "toolMatches": 5, "documentToolMatches": 0, "frameworkMatches": 2, "arcMatches": 1, "beatMatches": 4, "loopMatches": 2, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "15a4df7b-6907-4369-9d64-b141e16321da", "evidence": "Slides structured around problem, solution, market size, product, and financials", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:32:54.5972+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 5, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 5, "name": "Problem", "beatId": "b493ac6f-4a60-4012-9851-1e38483960e0", "matchId": "15a4df7b-6907-4369-9d64-b141e16321da", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "Transforming patient care by delivering superior primary care services", "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": 7, "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": "14688370-0ec2-4cbe-b513-e210cd65c71a", "matchId": "15a4df7b-6907-4369-9d64-b141e16321da", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "A Differentiated Value-Based Primary Care Model", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 8, "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": 8, "name": "Market Size", "beatId": "60b56664-1e12-42b9-8e3e-b85c5cc32869", "matchId": "15a4df7b-6907-4369-9d64-b141e16321da", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "Geographic Footprint", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 18, "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": 6, "name": "Financials", "beatId": "5c8b1fbd-d008-4193-ae9e-e540fe124778", "matchId": "15a4df7b-6907-4369-9d64-b141e16321da", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Multiple slides on financial performance and guidance", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 7, "from": 5, "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": "267b2ea5-9ec8-418c-b078-b20e3841b9bd", "evidence": "Emphasis on transforming patient care", "position": 0, "objective": "Highlighting the need for value-based care", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:32:54.805029+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 10, "from": 6, "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": "d419fd60-08b0-4556-abf8-b25bbf632864", "evidence": "Highlighting 1Q 2023 Highlights and Full Year 2023 Guidance", "position": 1, "objective": "Focusing on key drivers of growth", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:32:54.844903+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "e4efc4b1-fda4-4eb5-8840-083a8dc15044", "evidence": "title/headline: Cano Health 1Q23 Financial Supplement", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:23:04.752419+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "b53124fd-a2d9-4296-a356-ac2e78c4e93e", "evidence": "This slide has a title, subtitle, and paragraph, which are typical components of a cover slide.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:23:14.301794+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "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": "76d09200-c212-4614-8935-e143389e1630", "evidence": "This slide mentions a 'National Care Platform' and an 'Operating Model', which could be part of a 2x2 matrix, but the exact structure is not visible.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:23:14.443537+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "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": "5ec543c3-4c25-4e88-9dff-2623d1196ad8", "evidence": "table/data: Quarterly margin ratios and YoY bp changes for Medical Cost, Direct Patient Expense, SG&A, and Adjusted EBITDA", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:23:47.216264+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": null, "antipattern": null, "cardinality": "common", "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": "5dd19015-b1ab-4521-a251-a5233db39619", "evidence": "table/data: Reconciliation table from Net Income to Adjusted EBITDA", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:23:47.284115+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "273edd60-6e07-407d-beac-b7e106f37feb", "evidence": "Five distinct pillars supporting the long-term investment thesis.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 11:56:07.615+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "frameworkName": "investment-thesis-pillars" }, { "matchId": "5042fb8a-7a15-4589-ad1e-74917a51f990", "evidence": "Two diamond-shaped diagrams used to categorize strategic pillars (Quality/Access/Wellness and Build/Buy/Manage).", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 11:56:08.834+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "frameworkName": "diamond-model" } ], "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/V3VruwaEc6NQ6oTdVfIGkB5kjXpHMzTTm5foigFhPNc/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9mNzZmODFmY2VjM2Q0N2RlNzY3NDQwMGM5MjA1Mjc1OC9wMDAxLmpwZw", "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": 12, "componentCount": 3, "textChars": 75, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:56:08.347+00", "seconds": 3.264, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-dcc5-77ad-8f6b-a656c1a3fd52/1", "deck": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52", "deckAnchor": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52#slide-1", "deckJson": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52.json" }, "components": [ { "bbox": { "h": 1, "w": 1, "x": 0, "y": 0 }, "kind": "image", "text": "Cano Health clinic exterior", "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 11:56:08.347+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dbeea2cc-3d7c-4883-b366-74e09d109b7a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.05, "y": 0.33 }, "kind": "paragraph", "text": "May 9, 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 11:56:08.347+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "638f0e9a-6c53-41b3-ad23-58392d9d3d20", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.25, "x": 0.05, "y": 0.1 }, "kind": "title", "text": "Cano Health 1Q23 Financial Supplement", "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 11:56:08.347+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a7b51dd1-0228-4afe-a2ab-5afc78ee7c6c", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "e4efc4b1-fda4-4eb5-8840-083a8dc15044", "evidence": "title/headline: Cano Health 1Q23 Financial Supplement", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:23:04.752419+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/eqzmlEQ_Xye7I0f9mhYM4OyN3YFm3vfWZX5--16wQAU/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9mNzZmODFmY2VjM2Q0N2RlNzY3NDQwMGM5MjA1Mjc1OC9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/fMMZWtAz1rVBz2T9gfCzJxHyQQ-N8ZtyijlkQJav1tE/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9mNzZmODFmY2VjM2Q0N2RlNzY3NDQwMGM5MjA1Mjc1OC9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/aWwp27IIc9hI3TE2cpf3DRVc79lr-bNiAnabWcSwdzA/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9mNzZmODFmY2VjM2Q0N2RlNzY3NDQwMGM5MjA1Mjc1OC9wMDAxLnBuZw" }, { "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": 22, "componentCount": 3, "textChars": 239, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:56:07.914+00", "seconds": 2.592, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-dcc5-77ad-8f6b-a656c1a3fd52/2", "deck": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52", "deckAnchor": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52#slide-2", "deckJson": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52.json" }, "components": [ { "bbox": { "h": 0.82, "w": 0.92, "x": 0.04, "y": 0.11 }, "kind": "disclaimer", "text": "GENERAL: This presentation (\"Presentation\") is for informational purposes only to assist investors... FORWARD-LOOKING STATEMENTS: Statements made in this Presentation that reflect our current view about future events...", "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 11:56:07.914+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ca91db7e-3bdf-4d7b-9bf3-340108162119", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.12, "x": 0.04, "y": 0.092 }, "kind": "image", "text": "CanoHealth", "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 11:56:07.914+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e03e262a-c5b0-4e3e-ae4f-5f5b6dbd4636", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.04, "y": 0.03 }, "kind": "title", "text": "Disclaimer", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:56:07.914+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aafcac8e-dd48-4c52-9e12-9423b8dc539b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "type": "setup", "function": "other", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "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": 28, "componentCount": 3, "textChars": 326, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:56:07.59+00", "seconds": 2.261, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-dcc5-77ad-8f6b-a656c1a3fd52/3", "deck": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52", "deckAnchor": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52#slide-3", "deckJson": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52.json" }, "components": [ { "bbox": { "h": 0.52, "w": 0.92, "x": 0.04, "y": 0.38 }, "kind": "disclaimer", "text": "NON-GAAP FINANCIAL MEASURES: This Presentation uses certain non-GAAP measures such as Adjusted EBITDA, whose most directly comparable GAAP measure is net loss...", "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 11:56:07.59+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9c116845-4791-4f60-a3f5-bacc672157a0", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.92, "x": 0.04, "y": 0.12 }, "kind": "disclaimer", "text": "FORWARD-LOOKING STATEMENTS (cont.): Actual results may also differ materially from such forward-looking statements for a number of other reasons...", "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 11:56:07.59+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bce56e31-bbfd-449d-a63d-8f3dbb7f0639", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.26, "x": 0.04, "y": 0.03 }, "kind": "title", "text": "Disclaimer (cont.)", "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 11:56:07.59+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "227194f1-8742-4bed-8cea-b8d1e4521737", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 4, "type": "setup", "title": "The slide uses a visual equation (Icon + Icon + Icon) to summarize the business model.", "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": "balanced", "densityScore": 45, "componentCount": 5, "textChars": 287, "nDataPoints": 0, "notes": "The slide uses a visual equation (Icon + Icon + Icon) to summarize the business model.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:56:07.413+00", "seconds": 2.076, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-dcc5-77ad-8f6b-a656c1a3fd52/4", "deck": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52", "deckAnchor": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52#slide-4", "deckJson": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.4, "x": 0.05, "y": 0.6 }, "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": "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 11:56:07.413+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6025d9bd-31f9-4e61-9f9c-60a93fe94805", "parentComponentId": null }, { "bbox": { "h": 1, "w": 0.5, "x": 0.5, "y": 0 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:56:07.413+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8ee26171-e794-44b7-911a-f1198e2a8c76", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.4, "x": 0.05, "y": 0.45 }, "kind": "paragraph", "text": "We are a high-touch, tech-enabled, population health management company with a powerful combination of medical centers and services making healthcare more accessible and affordable", "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 11:56:07.413+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "63b4d81c-4da9-4f09-b4a2-ea48ad8a94d5", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.4, "x": 0.05, "y": 0.2 }, "kind": "title", "text": "Transforming patient care by delivering superior primary care services", "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 11:56:07.413+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1d810112-e2b7-4ff9-bede-32897b0179e9", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.05, "y": 0.38 }, "kind": "title", "text": "through access, quality, and wellness", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:56:07.413+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9a992a0e-a178-42ba-95d7-2f1beac0adee", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "b53124fd-a2d9-4296-a356-ac2e78c4e93e", "evidence": "This slide has a title, subtitle, and paragraph, which are typical components of a cover slide.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:23:14.301794+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 5, "type": "setup", "title": "Uses a standard 5-column pillar layout to summarize the company's value proposition.", "function": "establish_context", "rawType": "thesis_headline", "block": null, "metadata": { "slideType": "thesis_headline", "slideTypeCanon": { "name": "Thesis headline", "slug": "thesis_headline", "status": "active", "canonId": "019de52d-073a-70cb-b9f6-772a597bb5af", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "dense", "densityScore": 55, "componentCount": 4, "textChars": 735, "nDataPoints": 1, "notes": "Uses a standard 5-column pillar layout to summarize the company's value proposition.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:56:07.615+00", "seconds": 2.263, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-dcc5-77ad-8f6b-a656c1a3fd52/5", "deck": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52", "deckAnchor": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52#slide-5", "deckJson": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.9, "x": 0.05, "y": 0.209 }, "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": "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 11:56:07.615+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0e0f0f02-2926-4f08-9f96-9540459c66f3", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.4 }, "kind": "list", "text": "Large & Growing Market; Critical Service; Recurring Revenue; Strong Government Funding Support; Future of Healthcare Delivery is Value Based", "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 11:56:07.615+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d39f33ac-850b-440f-a9ff-6951a0414ba4", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.9, "x": 0.05, "y": 0.52 }, "kind": "paragraph", "text": "We serve our nation’s rapidly growing senior population so they can live longer, healthier lives. Primary care is a critical service and a necessary part of our nation’s healthcare system. Over 95% of our revenue is recurring as monthly payments from payors to provide for the healthcare needs of our members. Nearly all our revenue comes from federal and state governments, either directly or through health plans. Our value-based primary care model is increasingly recognized as a potential solution to our nation’s ever-rising healthcare expenditures.", "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 11:56:07.615+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fdd790cc-b67e-4442-9733-a36bfddd7f49", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.5, "x": 0.02, "y": 0.03 }, "kind": "title", "text": "Cano Health’s Long-term Investment Thesis", "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 11:56:07.615+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b9e6104b-37c3-49f5-befe-6f45aa8b73fe", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "273edd60-6e07-407d-beac-b7e106f37feb", "evidence": "Five distinct pillars supporting the long-term investment thesis.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 11:56:07.615+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "frameworkName": "investment-thesis-pillars" } ], "arcBeats": [ { "to": 5, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 5, "name": "Problem", "beatId": "b493ac6f-4a60-4012-9851-1e38483960e0", "matchId": "15a4df7b-6907-4369-9d64-b141e16321da", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "Transforming patient care by delivering superior primary care services", "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": [ { "to": 7, "from": 5, "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": "267b2ea5-9ec8-418c-b078-b20e3841b9bd", "evidence": "Emphasis on transforming patient care", "position": 0, "objective": "Highlighting the need for value-based care", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:32:54.805029+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 6, "type": "setup", "title": "The slide uses a 3x2 grid layout to present key performance indicators and forward-looking guidance.", "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": "overcrowded", "densityScore": 88, "componentCount": 8, "textChars": 812, "nDataPoints": 14, "notes": "The slide uses a 3x2 grid layout to present key performance indicators and forward-looking guidance.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:56:09.636+00", "seconds": 4.101, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-dcc5-77ad-8f6b-a656c1a3fd52/6", "deck": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52", "deckAnchor": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52#slide-6", "deckJson": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.28, "x": 0.36, "y": 0.45 }, "kind": "list", "text": "Raised Full Year 2023 outlook; Maintains Adjusted EBITDA $75M-$85M; Membership 390K-400K; Revenue $3.25B-$3.35B; MCR 81.0%-82.0%", "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 11:56:09.636+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1745345c-7942-46b2-8490-d5d5c4f8bb35", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.28, "x": 0.05, "y": 0.45 }, "kind": "list", "text": "1Q23 Total MCR of 84.2%; Excluding Medicare ACO REACH, 1Q23 MCR was 79.6%; 1Q23 impacted by higher utilization; Admissions per thousand remained stable", "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 11:56:09.636+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "59d73fca-7d3f-4a20-a548-9b8a10ac3171", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.28, "x": 0.67, "y": 0.45 }, "kind": "list", "text": "Company plans to divest certain non-core assets; Focus on simplifying operations; Significant embedded EBITDA opportunity; Capital management strategy benefits", "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 11:56:09.636+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "efc56d54-bf09-4a5c-ab3f-f65af3cd3b4f", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.28, "x": 0.36, "y": 0.18 }, "kind": "metric", "text": "1Q23 Total Membership: 389K, +44% y-y", "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 11:56:09.636+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "19ff6688-dcc0-4382-afff-98eb8a95dfe0", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.28, "x": 0.67, "y": 0.18 }, "kind": "metric", "text": "1Q23 Adjusted EBITDA: $5.0M vs. $29.2M prior year", "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 11:56:09.636+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5dfdb6c4-a46b-4f64-9645-78b6ff7c2209", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.28, "x": 0.05, "y": 0.18 }, "kind": "metric", "text": "1Q23 Total Revenue: $867M, +23% y-y", "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 11:56:09.636+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "afb8cf5a-7c60-47e7-bc51-90cd1e8c1048", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.8, "x": 0.18, "y": 0.88 }, "kind": "source-note", "text": "(1) Adjusted EBITDA is a non-GAAP financial measure... (2) Medical Cost Ratio (MCR) = Third-party Medical Costs / Capitated Revenue (3) Medicare ACO Realizing Equity, Access, and Community Health (ACO REACH)", "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 11:56:09.636+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "049db61f-046b-4584-95b1-4a5f3cccfbe7", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.65, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "1Q 2023 Highlights and Full Year 2023 Guidance", "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 11:56:09.636+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "27e81567-04d6-44c1-bc3b-50c1c5653efb", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 18, "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": 6, "name": "Financials", "beatId": "5c8b1fbd-d008-4193-ae9e-e540fe124778", "matchId": "15a4df7b-6907-4369-9d64-b141e16321da", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Multiple slides on financial performance and guidance", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 7, "from": 5, "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": "267b2ea5-9ec8-418c-b078-b20e3841b9bd", "evidence": "Emphasis on transforming patient care", "position": 0, "objective": "Highlighting the need for value-based care", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:32:54.805029+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 10, "from": 6, "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": "d419fd60-08b0-4556-abf8-b25bbf632864", "evidence": "Highlighting 1Q 2023 Highlights and Full Year 2023 Guidance", "position": 1, "objective": "Focusing on key drivers of growth", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:32:54.844903+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 7, "type": "setup", "title": "Uses a diamond-shaped diagram to represent the core pillars of the care model and growth strategy.", "function": "present_framework", "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_framework", "functionCanon": { "name": "Present framework", "slug": "present_framework", "status": "active", "canonId": "019de52d-1403-7667-9100-d2ac6709f750", "version": 1, "description": null }, "density": "balanced", "densityScore": 44, "componentCount": 4, "textChars": 463, "nDataPoints": 0, "notes": "Uses a diamond-shaped diagram to represent the core pillars of the care model and growth strategy.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:56:08.834+00", "seconds": 2.837, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-dcc5-77ad-8f6b-a656c1a3fd52/7", "deck": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52", "deckAnchor": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52#slide-7", "deckJson": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52.json" }, "components": [ { "bbox": { "h": 0.5, "w": 0.4, "x": 0.05, "y": 0.18 }, "kind": "framework", "text": "National Care Platform", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:56:08.834+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0b95c4e0-5625-41b4-8af1-d26e58e58a74", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.4, "x": 0.55, "y": 0.18 }, "kind": "framework", "text": "Flexible Growth Model", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:56:08.834+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1fd47343-1adc-4b3f-b3ff-b1088c184160", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.9, "x": 0.05, "y": 0.74 }, "kind": "table", "text": "National Care Platform : Access, Quality, and Wellness within a capitated payment model\nOperating Model : Flexible – Medical centers and affiliates with staff and services reflecting the communities we serve\nGrowth Avenues : Maintain optionality – build, buy, manage – de novo, acquire, existing centers and affiliates\nStrategic Objective : Obtain speed, scale, and density", "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 11:56:08.834+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d3dc2d35-15bf-49f2-8591-a5a91684ab4a", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.6, "x": 0.02, "y": 0.03 }, "kind": "title", "text": "A Differentiated Value-Based Primary Care Model", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:56:08.834+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d3fe8c44-0afb-48fa-a5c2-633ca4ebd8b9", "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": "76d09200-c212-4614-8935-e143389e1630", "evidence": "This slide mentions a 'National Care Platform' and an 'Operating Model', which could be part of a 2x2 matrix, but the exact structure is not visible.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:23:14.443537+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "5042fb8a-7a15-4589-ad1e-74917a51f990", "evidence": "Two diamond-shaped diagrams used to categorize strategic pillars (Quality/Access/Wellness and Build/Buy/Manage).", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 11:56:08.834+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "frameworkName": "diamond-model" } ], "arcBeats": [ { "to": 7, "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": "14688370-0ec2-4cbe-b513-e210cd65c71a", "matchId": "15a4df7b-6907-4369-9d64-b141e16321da", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "A Differentiated Value-Based Primary Care Model", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 18, "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": 6, "name": "Financials", "beatId": "5c8b1fbd-d008-4193-ae9e-e540fe124778", "matchId": "15a4df7b-6907-4369-9d64-b141e16321da", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Multiple slides on financial performance and guidance", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 7, "from": 5, "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": "267b2ea5-9ec8-418c-b078-b20e3841b9bd", "evidence": "Emphasis on transforming patient care", "position": 0, "objective": "Highlighting the need for value-based care", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:32:54.805029+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 10, "from": 6, "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": "d419fd60-08b0-4556-abf8-b25bbf632864", "evidence": "Highlighting 1Q 2023 Highlights and Full Year 2023 Guidance", "position": 1, "objective": "Focusing on key drivers of growth", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:32:54.844903+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 highlights a strategic shift toward consolidation in 1Q23, particularly in Florida.", "function": "analyze_data", "rawType": "geographic_map", "block": null, "metadata": { "slideType": "geographic_map", "slideTypeCanon": { "name": "Geographic map", "slug": "geographic_map", "status": "active", "canonId": "019de52d-09de-7153-8845-584c1a9d0c83", "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": 72, "componentCount": 7, "textChars": 354, "nDataPoints": 45, "notes": "The slide highlights a strategic shift toward consolidation in 1Q23, particularly in Florida.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:56:08.757+00", "seconds": 2.713, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-dcc5-77ad-8f6b-a656c1a3fd52/8", "deck": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52", "deckAnchor": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52#slide-8", "deckJson": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.15, "x": 0.48, "y": 0.36 }, "kind": "callout", "text": "~1,900 employed & affiliate providers in 9 states + Puerto Rico", "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 11:56:08.757+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a080e594-d52f-46d4-9dd7-dbb3312a9d54", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.45, "x": 0.07, "y": 0.0016 }, "kind": "image", "text": "US Map with highlighted states", "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": "Map", "slug": "map", "status": "active", "canonId": "019de52c-fe4d-77bd-b0a4-d72d58b9e5a4", "version": 1, "description": null }, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:56:08.757+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "24fe5eaf-3d65-4a00-95ab-cabf2a267528", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.35, "x": 0.14, "y": 0.64 }, "kind": "legend", "text": "Medical Centers & Affiliates vs Affiliates only", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:56:08.757+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8cafab39-4d01-4a02-a156-77d90996edd2", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.34, "x": 0.61, "y": 0.73 }, "kind": "paragraph", "text": "Accelerated medical center consolidations in 1Q23. Strategically focused on Florida and optimizing existing center capacity", "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 11:56:08.757+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f006f1dc-a3b3-40a8-a6c0-038d2593455c", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.34, "x": 0.608, "y": 0.118 }, "kind": "table", "text": "Cano Health Medical Centers by State 2020-1Q23", "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 11:56:08.757+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "53f165a9-78f5-4020-8095-d13a19d83a35", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.528, "x": 0.063, "y": 0.705 }, "kind": "table", "text": "Growth metrics 2018-2023E", "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 11:56:08.757+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d0963e57-4234-4ef2-8a0e-9465cf1405a2", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.35, "x": 0.02, "y": 0.03 }, "kind": "title", "text": "Geographic Footprint", "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 11:56:08.757+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "43c0ece1-a4d2-4592-9a78-91dd77173c5d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 8, "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": 8, "name": "Market Size", "beatId": "60b56664-1e12-42b9-8e3e-b85c5cc32869", "matchId": "15a4df7b-6907-4369-9d64-b141e16321da", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "Geographic Footprint", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 18, "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": 6, "name": "Financials", "beatId": "5c8b1fbd-d008-4193-ae9e-e540fe124778", "matchId": "15a4df7b-6907-4369-9d64-b141e16321da", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Multiple slides on financial performance and guidance", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 10, "from": 6, "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": "d419fd60-08b0-4556-abf8-b25bbf632864", "evidence": "Highlighting 1Q 2023 Highlights and Full Year 2023 Guidance", "position": 1, "objective": "Focusing on key drivers of growth", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:32:54.844903+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 9, "type": "resolution", "title": "The chart shows a J-curve effect for de novo medical center profitability.", "function": "size_opportunity", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 75, "componentCount": 6, "textChars": 590, "nDataPoints": 15, "notes": "The chart shows a J-curve effect for de novo medical center profitability.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:56:09.147+00", "seconds": 3.066, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-dcc5-77ad-8f6b-a656c1a3fd52/9", "deck": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52", "deckAnchor": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52#slide-9", "deckJson": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.5, "x": 0.45, "y": 0.15 }, "kind": "chart", "text": "Adj. EBITDA Outlook By De Novo Medical Center Vintage", "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 11:56:09.147+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ecca056-3dd0-4ce1-9791-88d111cffaca", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.7, "x": 0.2, "y": 0.9 }, "kind": "disclaimer", "text": "Notes: (1) Expected Adjusted EBITDA trajectory... (2) Year 0 represents... (3) Average MA membership...", "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 11:56:09.147+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "534a2b06-3367-4c48-b4f2-a6a493496530", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.4, "x": 0.03, "y": 0.55 }, "kind": "list", "text": "Other Considerations: De novo performance in years 1 and 2 is supplemented by acquired centers; ~7 exam rooms per de novo.", "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 11:56:09.147+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "20d584c9-c81f-4eaf-ad25-05cf780d5d8f", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.4, "x": 0.03, "y": 0.0016 }, "kind": "list", "text": "Prior investments in De Novo Medical Center yields significant embedded opportunity: Leveraging scale and density, expanding utilization, and inflection point in growth from year 1 to 3.", "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 11:56:09.147+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7826afbd-2f2f-468a-b978-255bda06abfd", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.5, "x": 0.45, "y": 0.65 }, "kind": "table", "text": "Table showing De Novos, Avg. Age, and Avg. MA Members by vintage year.", "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 11:56:09.147+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f000d384-802f-4f45-a3e9-15025fead6f3", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.94, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "Significant Embedded Adj. EBITDA Opportunity in De Novos", "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 11:56:09.147+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "314bed1e-2138-429e-8770-af931547d41f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 18, "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": 6, "name": "Financials", "beatId": "5c8b1fbd-d008-4193-ae9e-e540fe124778", "matchId": "15a4df7b-6907-4369-9d64-b141e16321da", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Multiple slides on financial performance and guidance", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 10, "from": 6, "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": "d419fd60-08b0-4556-abf8-b25bbf632864", "evidence": "Highlighting 1Q 2023 Highlights and Full Year 2023 Guidance", "position": 1, "objective": "Focusing on key drivers of growth", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:32:54.844903+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 10, "type": "analysis", "title": "Includes non-GAAP financial measure disclaimers.", "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": 4, "textChars": 766, "nDataPoints": 18, "notes": "Includes non-GAAP financial measure disclaimers.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:56:09.468+00", "seconds": 3.285, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-dcc5-77ad-8f6b-a656c1a3fd52/10", "deck": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52", "deckAnchor": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52#slide-10", "deckJson": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.38, "x": 0.6, "y": 0.15 }, "kind": "paragraph", "text": "Raising 2023 guidance range for membership and total revenue, while maintaining the outlook for MCR and Adjusted EBITDA. 2023 MCR is unchanged but with bias towards the upper half of the current range, due to higher utilization and unfavorable prior years development exhibited in 1Q23. Additional guidance for full year 2023: Interest expense: ~$100 million (Includes non-cash interest of ~$19 million), Stock-based compensation expense: ~$50 million, Capital expenditures: ~$15 million", "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 11:56:09.468+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cb7493ae-e57c-45ae-b9ad-5d55c7090547", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.95, "x": 0.03, "y": 0.85 }, "kind": "source-note", "text": "(1) Medical Cost Ratio = Third Party Medical Costs / Capitated Revenue (2) Adjusted EBITDA is a non-GAAP financial measure... (3) The Company has not reconciled its expectations...", "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 11:56:09.468+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e9b8c413-5d80-438b-9a3c-a3c2bcd7f846", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.55, "x": 0.03, "y": 0.15 }, "kind": "table", "text": "Comparison table of FY 2023 guidance metrics across two reporting dates.", "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 11:56:09.468+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fb979a4f-8619-47e0-a1c0-5ee7d200ac46", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.35, "x": 0.02, "y": 0.03 }, "kind": "title", "text": "Guidance for Full Year 2023", "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 11:56:09.468+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fc43896d-0cbd-45ee-8cf1-66d66fb96dca", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 18, "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": 6, "name": "Financials", "beatId": "5c8b1fbd-d008-4193-ae9e-e540fe124778", "matchId": "15a4df7b-6907-4369-9d64-b141e16321da", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Multiple slides on financial performance and guidance", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 10, "from": 6, "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": "d419fd60-08b0-4556-abf8-b25bbf632864", "evidence": "Highlighting 1Q 2023 Highlights and Full Year 2023 Guidance", "position": 1, "objective": "Focusing on key drivers of growth", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:32:54.844903+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 11, "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": 3, "componentCount": 2, "textChars": 23, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:56:08.099+00", "seconds": 1.827, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-dcc5-77ad-8f6b-a656c1a3fd52/11", "deck": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52", "deckAnchor": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52#slide-11", "deckJson": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52.json" }, "components": [ { "bbox": { "h": 0.144, "w": 0.416, "x": 0.292, "y": 0.355 }, "kind": "image", "text": "CanoHealth 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 11:56:08.099+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a8bfdfa2-f960-4c5d-817c-8972bf48d2ea", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.15, "x": 0.425, "y": 0.605 }, "kind": "title", "text": "Appendix", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:56:08.099+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1fc6da7c-b2d2-4e70-8f8f-fe67e7d84fb0", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 18, "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": 6, "name": "Financials", "beatId": "5c8b1fbd-d008-4193-ae9e-e540fe124778", "matchId": "15a4df7b-6907-4369-9d64-b141e16321da", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Multiple slides on financial performance and guidance", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 12, "type": "analysis", "title": "Includes a disclaimer note about rounding differences.", "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": 5, "textChars": 182, "nDataPoints": 90, "notes": "Includes a disclaimer note about rounding differences.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:56:09.315+00", "seconds": 2.462, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-dcc5-77ad-8f6b-a656c1a3fd52/12", "deck": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52", "deckAnchor": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52#slide-12", "deckJson": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.55, "x": 0.23, "y": 0.95 }, "kind": "disclaimer", "text": "Note: Differences in the included tables are due to rounding and are not significant.", "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 11:56:09.315+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d28d9014-77d5-49e7-b203-4225b497cdab", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.96, "x": 0.02, "y": 0.12 }, "kind": "table", "text": "Membership counts table", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:56:09.315+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4eb00a70-6747-4fea-b83f-2004df8a0c2e", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.96, "x": 0.02, "y": 0.65 }, "kind": "table", "text": "Revenue PMPM table", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:56:09.315+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d0a53fdd-1391-46d1-a04d-96a97f5264c1", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.96, "x": 0.02, "y": 0.38 }, "kind": "table", "text": "Percentage mix table", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:56:09.315+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f0737366-d230-4700-831e-407e47dd2108", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.6, "x": 0.02, "y": 0.02 }, "kind": "title", "text": "Membership Mix and PMPM: 1Q22 – 1Q23", "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 11:56:09.315+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "818ed9e7-95d3-4d6e-bfa5-72fa3fc7b742", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 18, "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": 6, "name": "Financials", "beatId": "5c8b1fbd-d008-4193-ae9e-e540fe124778", "matchId": "15a4df7b-6907-4369-9d64-b141e16321da", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Multiple slides on financial performance and guidance", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 13, "type": "analysis", "title": "The slide contains two distinct data tables: one for raw member counts and one for percentage distribution.", "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": 47, "componentCount": 4, "textChars": 321, "nDataPoints": 100, "notes": "The slide contains two distinct data tables: one for raw member counts and one for percentage distribution.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:56:09.707+00", "seconds": 2.825, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-dcc5-77ad-8f6b-a656c1a3fd52/13", "deck": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52", "deckAnchor": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52#slide-13", "deckJson": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.4, "x": 0.22, "y": 0.92 }, "kind": "source-note", "text": "(1) Medicare ACO REACH members within our medical centers and affiliates are approximate. Note: Differences in the included tables are due to rounding and are not significant.", "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 11:56:09.707+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1e4a4610-e4be-45d6-b1f6-dff236ef2ea9", "parentComponentId": null }, { "bbox": { "h": 0.37, "w": 0.58, "x": 0.02, "y": 0.52 }, "kind": "table", "text": "Percentage of total members by category and quarter", "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 11:56:09.707+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5c3ad5a5-71e5-4549-b0d2-8febaee4990e", "parentComponentId": null }, { "bbox": { "h": 0.37, "w": 0.58, "x": 0.02, "y": 0.12 }, "kind": "table", "text": "Membership counts by category and quarter", "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 11:56:09.707+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7609d16a-da41-4b45-85f0-da6f4d182cfb", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.02, "y": 0.03 }, "kind": "title", "text": "Membership Medical Centers and Affiliates: 1Q22 – 1Q23", "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 11:56:09.707+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "02533e7f-978b-4d40-97d2-f28fd9650e86", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 18, "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": 6, "name": "Financials", "beatId": "5c8b1fbd-d008-4193-ae9e-e540fe124778", "matchId": "15a4df7b-6907-4369-9d64-b141e16321da", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Multiple slides on financial performance and guidance", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 14, "type": "analysis", "title": "Includes a disclaimer about rounding differences.", "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": 38, "componentCount": 4, "textChars": 180, "nDataPoints": 70, "notes": "Includes a disclaimer about rounding differences.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:56:11.943+00", "seconds": 5.054, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-dcc5-77ad-8f6b-a656c1a3fd52/14", "deck": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52", "deckAnchor": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52#slide-14", "deckJson": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.32, "x": 0.24, "y": 0.095 }, "kind": "disclaimer", "text": "Note: Differences in the included tables are due to rounding and are not significant.", "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 11:56:11.943+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a3754334-fc1b-41d1-ae06-dba6221b74d1", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.62, "x": 0.02, "y": 0.11 }, "kind": "table", "text": "Revenue breakdown table in $ Millions", "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 11:56:11.943+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "63575f81-3677-4a4e-a6ed-4ac878f571b6", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.62, "x": 0.02, "y": 0.53 }, "kind": "table", "text": "Revenue breakdown table in % Total", "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 11:56:11.943+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c5d487fb-8964-41ed-93f7-0d3b9c065a41", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.35, "x": 0.02, "y": 0.03 }, "kind": "title", "text": "Revenue Mix: 1Q22 – 1Q23", "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 11:56:11.943+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b5f557d5-6d14-4a70-9b3d-756e628f08df", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 18, "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": 6, "name": "Financials", "beatId": "5c8b1fbd-d008-4193-ae9e-e540fe124778", "matchId": "15a4df7b-6907-4369-9d64-b141e16321da", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Multiple slides on financial performance and guidance", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 15, "type": "analysis", "title": "Includes a footnote regarding the definition of Adjusted EBITDA and rounding.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 42, "componentCount": 4, "textChars": 249, "nDataPoints": 70, "notes": "Includes a footnote regarding the definition of Adjusted EBITDA and rounding.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:56:09.809+00", "seconds": 2.719, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-dcc5-77ad-8f6b-a656c1a3fd52/15", "deck": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52", "deckAnchor": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52#slide-15", "deckJson": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.73, "x": 0.25, "y": 0.9 }, "kind": "disclaimer", "text": "(1) Adjusted EBITDA is a non-GAAP financial measure... (2) Note: Differences in the included tables are due to rounding and are not significant.", "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 11:56:09.809+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fb7d263d-4cbb-4bf9-89e2-32f466762b6c", "parentComponentId": null }, { "bbox": { "h": 0.36, "w": 0.63, "x": 0.02, "y": 0.53 }, "kind": "table", "text": "Year-over-year percentage change table", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:56:09.809+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "923d776a-827c-42ef-bcd8-c658e954bd05", "parentComponentId": null }, { "bbox": { "h": 0.36, "w": 0.63, "x": 0.02, "y": 0.11 }, "kind": "table", "text": "Financial summary table in $ Millions", "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 11:56:09.809+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a9aa7bad-7aee-4d20-ba9a-8539e9f4648b", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.48, "x": 0.02, "y": 0.03 }, "kind": "title", "text": "Financial Summary: 1Q22 – 1Q23", "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 11:56:09.809+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f9c01689-1829-42d6-b748-c2a7f73e2fa7", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 18, "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": 6, "name": "Financials", "beatId": "5c8b1fbd-d008-4193-ae9e-e540fe124778", "matchId": "15a4df7b-6907-4369-9d64-b141e16321da", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Multiple slides on financial performance and guidance", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 16, "type": "analysis", "title": "Includes footnotes defining Medical Cost Ratio and Adjusted EBITDA, and a note on rounding.", "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": 38, "componentCount": 3, "textChars": 354, "nDataPoints": 40, "notes": "Includes footnotes defining Medical Cost Ratio and Adjusted EBITDA, and a note on rounding.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:56:14.878+00", "seconds": 7.729, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-dcc5-77ad-8f6b-a656c1a3fd52/16", "deck": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52", "deckAnchor": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52#slide-16", "deckJson": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.7, "x": 0.24, "y": 0.88 }, "kind": "disclaimer", "text": "(1) Medical Cost Ratio = Third-party Medical Costs / Capitated Revenue\n(2) Adjusted EBITDA is a non-GAAP financial measure...\n(3) Note: Differences in the included tables are due to rounding and are not significant.", "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 11:56:14.878+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c24e85bf-bd8d-47bb-b2c2-b097a073a6b7", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.68, "x": 0.02, "y": 0.14 }, "kind": "table", "text": "Quarterly margin ratios and YoY bp changes for Medical Cost, Direct Patient Expense, SG&A, 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 11:56:14.878+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3ad4a3af-77cd-4dcc-99a8-5475f59c3113", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.4, "x": 0.02, "y": 0.03 }, "kind": "title", "text": "Margin Analysis: 1Q22 – 1Q23", "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 11:56:14.878+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f3d34e09-0edd-4d05-9f53-0bbd4dc9c2fa", "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": "5ec543c3-4c25-4e88-9dff-2623d1196ad8", "evidence": "table/data: Quarterly margin ratios and YoY bp changes for Medical Cost, Direct Patient Expense, SG&A, and Adjusted EBITDA", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:23:47.216264+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 18, "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": 6, "name": "Financials", "beatId": "5c8b1fbd-d008-4193-ae9e-e540fe124778", "matchId": "15a4df7b-6907-4369-9d64-b141e16321da", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Multiple slides on financial performance and guidance", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 17, "type": "analysis", "title": "The slide includes a detailed reconciliation table and a legend for specific adjustments (A-F).", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 39, "componentCount": 4, "textChars": 192, "nDataPoints": 75, "notes": "The slide includes a detailed reconciliation table and a legend for specific adjustments (A-F).", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:56:10.322+00", "seconds": 3.041, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-dcc5-77ad-8f6b-a656c1a3fd52/17", "deck": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52", "deckAnchor": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52#slide-17", "deckJson": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.81, "x": 0.17, "y": 0.84 }, "kind": "disclaimer", "text": "Footnotes regarding non-GAAP financial measures and rounding.", "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 11:56:10.322+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "545c11ba-a2c2-4bbc-88e2-a8ddc64b803d", "parentComponentId": null }, { "bbox": { "h": 0.48, "w": 0.25, "x": 0.73, "y": 0.14 }, "kind": "list", "text": "Legend for adjustments A through F", "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 11:56:10.322+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "217d552a-0497-4c75-99e8-fea0a9e2eaa6", "parentComponentId": null }, { "bbox": { "h": 0.48, "w": 0.65, "x": 0.04, "y": 0.14 }, "kind": "table", "text": "Reconciliation table from Net Income to Adjusted EBITDA", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:56:10.322+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "00a700f3-824b-45db-8f52-62d2fed88eb4", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.02, "y": 0.03 }, "kind": "title", "text": "Non-GAAP Financial Measures 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 11:56:10.322+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d4006796-2f1a-4a78-9818-04b4a00da176", "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": "5dd19015-b1ab-4521-a251-a5233db39619", "evidence": "table/data: Reconciliation table from Net Income to Adjusted EBITDA", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:23:47.284115+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 18, "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": 6, "name": "Financials", "beatId": "5c8b1fbd-d008-4193-ae9e-e540fe124778", "matchId": "15a4df7b-6907-4369-9d64-b141e16321da", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Multiple slides on financial performance and guidance", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 18, "type": "analysis", "title": "The chart shows a downward trend in hospital admissions over the period.", "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": 61, "componentCount": 7, "textChars": 234, "nDataPoints": 3, "notes": "The chart shows a downward trend in hospital admissions over the period.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:56:10.535+00", "seconds": 3.187, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-dcc5-77ad-8f6b-a656c1a3fd52/18", "deck": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52", "deckAnchor": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52#slide-18", "deckJson": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.05, "x": 0.5, "y": 0.33 }, "kind": "callout", "text": "231", "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 11:56:10.535+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "370d9284-107b-4136-ab83-20c58c0c72bc", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.05, "x": 0.13, "y": 0.33 }, "kind": "callout", "text": "219", "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 11:56:10.535+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "39a9da9b-fccb-4276-ad9e-11dce706635b", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.05, "x": 0.9, "y": 0.4 }, "kind": "callout", "text": "172", "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 11:56:10.535+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eaeb6d70-7fb4-441d-acad-ac5a29c2e986", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "chart", "text": "Line chart showing monthly admissions 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": "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 11:56:10.535+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "038dd4b0-ac7a-4f7b-8d9b-6a7b5673579b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.24, "y": 0.93 }, "kind": "source-note", "text": "Source: Cano Health company data, as of May 8, 2023. Note: Prior period data adjusted for claims lag", "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 11:56:10.535+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b6f74188-1877-4d70-818d-db3c423e8f74", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.02, "y": 0.03 }, "kind": "title", "text": "Cano Health Total Hospital Admissions", "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 11:56:10.535+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a9fa0a08-cdc4-411f-b248-f35ecf1b3798", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.4, "x": 0.02, "y": 0.1 }, "kind": "title", "text": "Average Monthly Hospital Admissions Per 1,000", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:56:10.535+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0efd021a-400f-4f34-a3d2-aa794b02160a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 18, "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": 6, "name": "Financials", "beatId": "5c8b1fbd-d008-4193-ae9e-e540fe124778", "matchId": "15a4df7b-6907-4369-9d64-b141e16321da", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Multiple slides on financial performance and guidance", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 19, "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 11:56:09.118+00", "seconds": 1.708, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de074-dcc5-77ad-8f6b-a656c1a3fd52/19", "deck": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52", "deckAnchor": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52#slide-19", "deckJson": "/decks/019de074-dcc5-77ad-8f6b-a656c1a3fd52.json" }, "components": [ { "bbox": { "h": 0.3, "w": 0.5, "x": 0.25, "y": 0.35 }, "kind": "image", "text": "CanoHealth 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 11:56:09.118+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "62c43e1b-b682-4bd6-993d-d1f479fb3f91", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 5, "to": 5, "label": "Problem", "description": "Transforming patient care by delivering superior primary care services" }, { "from": 7, "to": 7, "label": "Solution", "description": "A Differentiated Value-Based Primary Care Model" }, { "from": 8, "to": 8, "label": "Market Size", "description": "Geographic Footprint" }, { "from": 6, "to": 18, "label": "Financials", "description": "Multiple slides on financial performance and guidance" } ], "loops": [ { "from": 5, "to": 7, "label": "Cost Of Inaction", "description": "Highlighting the need for value-based care" }, { "from": 6, "to": 10, "label": "Pareto Focus", "description": "Focusing on key drivers of growth" } ] }