{ "schemaVersion": "deck-intelligence.v1", "id": "019de076-588e-77fd-93fe-2104a9de23e7", "slug": "43f32d58541ad0ec3809b11f613d5689", "title": "Membership Collective Group | Investor Presentation Deck | 31 slides", "subtitle": "Soho House & Co Inc. · 2023-11", "author": "Soho House & Co Inc.", "date": "2023-11-01 00:00:00", "pageCount": 31, "kind": "pitchdeck", "orientation": "landscape", "aspectRatio": 1.7777778, "document": { "id": "019de076-588e-77fd-93fe-2104a9de23e7", "slug": "43f32d58541ad0ec3809b11f613d5689", "title": "Membership Collective Group | Investor Presentation Deck | 31 slides", "rawTitle": "Membership Collective Group | Investor Presentation Deck | 31 slides", "authorId": "membership-collective-group", "authorName": "Soho House & Co Inc.", "authorDisplay": "Soho House & Co Inc.", "kind": { "slug": "pitchdeck", "label": "Pitch deck" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2023-11__membership-collective-group__investor-pres__43f32d58.pdf", "sourceUrl": "https://www.slidebook.io/company/membership-collective-group/presentation/43f32d58541ad0ec3809b11f613d5689/", "sourceDate": "2023-11-15 00:00:00", "presentationDate": "2023-11-01 00:00:00", "ingestedAt": "2026-04-30 22:15:45.652073+00", "status": "ready", "pageCount": 31, "orientation": "landscape", "aspectRatio": 1.7777778, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "lodging", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2023-11__membership-collective-group__investor-pres__43f32d58", "image_width": 1920, "image_format": "jpg", "deck_type_raw": "Investor Presentation Deck", "deck_type_slug": null, "source_url_pattern": "https://www.slidebook.io/company/{company_slug}/presentation/{deck_id}/" } }, "coverage": { "pageCount": 31, "pagesIndexed": 31, "pagesWithImages": 31, "pagesWithMetadata": 31, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 131, "chartCount": 14, "metricSlides": 0, "toolMatches": 17, "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": "d4cfcd7b-bae4-4b1e-895c-437092f03815", "evidence": "The document follows a structure similar to the Sequoia Pitch, with sections on problem, solution, market size, product, business model, competition, financials, team, and the ask.", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:40:28.360632+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 4, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 4, "name": "Problem", "beatId": "4bede8e5-c617-451d-ab45-2f140788f89e", "matchId": "d4cfcd7b-bae4-4b1e-895c-437092f03815", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "Increased Member Demand and Operational Excellence Initiatives Driving Continued Growth", "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": 6, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 6, "name": "Solution", "beatId": "183c62c4-6b99-4941-ae18-f8ce85a937d8", "matchId": "d4cfcd7b-bae4-4b1e-895c-437092f03815", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Focusing on Membership and Profitability", "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": 10, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 10, "name": "Financials", "beatId": "9778a7f8-e5a2-42bf-8fa0-eb60c6f2ee93", "matchId": "d4cfcd7b-bae4-4b1e-895c-437092f03815", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Q3 2023 Financial Highlights", "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": 16, "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": 16, "name": "Market Size", "beatId": "d5f99cb9-7166-414d-afa6-f45fdd8a7fe1", "matchId": "d4cfcd7b-bae4-4b1e-895c-437092f03815", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "SHCO: The Only Global Membership Platform", "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": 4, "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": "026c5f45-bdaa-4eae-a56d-dd13a9088498", "evidence": "The document presents financial highlights and metrics to demonstrate the impact of operational excellence initiatives", "position": 0, "objective": "Highlighting the importance of operational excellence and growing member demand", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:40:28.544323+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 16, "from": 6, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null, "categoryName": "Consulting Framework", "categorySlug": "consulting-framework" }, "matchId": "d88c6fca-e072-413f-8445-2c30eb6b5ad6", "evidence": "The document highlights the company's focus on membership and profitability", "position": 1, "objective": "Emphasizing the unique value proposition of Soho House & Co Inc.'s membership platform", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:40:28.58078+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": "78db1344-fa95-4912-b1af-beb566014427", "evidence": "title/headline: SOHO HOUSE & CO Inc.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:39:40.323625+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": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "fb953435-d9a0-41bf-a8bd-c0954e17b95c", "evidence": "list/bullet: Growing and enhancing membership remains the core driver of our business; strong foundations in place. Focusing on core Soho House business as key driver of global expansion and improved profitability. Optim", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:39:59.658169+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "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": "b7adc190-d2dc-4252-b407-ebd0872abcfd", "evidence": "chart/bar-vertical: SHCO Waitlist ('000), chart/bar-stacked-vertical: SHCO Members ('000)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:37:54.217802+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": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "2b156854-fe7f-40c7-b5a3-de6338ba76a1", "evidence": "chart/waterfall: Waterfall chart showing revenue bridge from $266.0M to $301.0M", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:37:54.400497+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "b372cdc9-1baa-4060-ad68-10ff3f1c30a5", "evidence": "chart/waterfall: Waterfall chart showing EBITDA bridge from $20.3m to $42.1m", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:37:54.471648+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "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": "448e1892-2d74-405a-9746-7fcba8450c1f", "evidence": "Table showing 18 houses with columns for House Name, Country, Territory, Opening, Years of Operation, and various amenities.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:37:51.632899+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "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": "b627f412-dbba-483c-83a6-2ad5819ce821", "evidence": "Table containing house names, countries, territories, opening dates, years of operation, and amenity checkmarks.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:37:51.708019+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "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": "ef7d0b6c-bbd2-4902-aab9-fc62d763d096", "evidence": "Table showing 6 houses with columns for # Houses, # Countries, House Name, Country, Territory, Opening, Years of Operation, and amenities.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:37:51.782916+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "d457bca6-d6ae-4c14-85b4-a5a38ea49927", "evidence": "list/bullet: Soho Works: London (180 Works, Dean Street Works, Shoreditch Works, White City Works, Redchurch Works); North America (875 Washington Works, 55 Water Works, 10 Jay Works, 9000 Sunset Works)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:37:51.856842+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "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": "4d0dd0f3-92e4-4c83-98cf-4092e70a1404", "evidence": "Definitions of metrics including Number of Soho Houses, Soho House Members, Retention, Other Members, Frozen Members, and Membership Revenues.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:37:51.968897+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "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": "8c3a0db0-f032-41a6-b888-e43431dc55c2", "evidence": "Definitions of House Introduction Credits, House Membership Revenues, In-House Revenues, House Revenues, Other Revenues, and Non-House Membership Revenues.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:37:52.046119+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 25, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "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": "d07b29f3-4fe1-4838-9325-e52ca3af3bfd", "evidence": "Table defining metrics: Active App Users, House-Level Contribution, Other Contribution, Adult Paying Members, Net Debt, ADR, RevPAR.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:37:52.125654+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "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": "79089174-08ce-40af-9956-8c2fb4d9d128", "evidence": "Financial data table comparing 2023 and 2022 performance", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:37:52.202187+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 27, "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": "8df8af1d-1606-4cd7-8be7-2c445790092e", "evidence": "Cash flow statement data for 2023 and 2022", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:37:52.279258+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 28, "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": "ba792ce2-6b9e-4ac8-95ba-4a49ff3d5ecb", "evidence": "Financing activities cash flow table comparing Oct 1 2023 and Oct 2 2023", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:37:52.358411+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "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": "40927196-d60d-4049-99db-f85afe525e7b", "evidence": "Three-column financial reconciliation table", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:37:52.434535+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 30, "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": "a6ddc61e-acba-494b-987c-e4466becabb7", "evidence": "Financial reconciliation table showing debt components, cash, and net debt calculations for 2023 and 2022.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:37:52.322754+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 31, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "99bb6d63-4065-4184-970c-a34ebd657450", "evidence": "Visual representation of sequential positive and negative values to reach a total", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 11:19:07.327+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "frameworkName": "waterfall-chart" }, { "matchId": "b517f3dc-ccb9-46ad-8616-be610dd049d0", "evidence": "The slide provides definitions for key performance metrics used by the company.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 11:19:04.808+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "frameworkName": "glossary" } ], "patterns": [] }, "storymakers": null, "score": null, "review": null, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "title": "Includes date in top right corner.", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/5M4EZLeRcsoZAGbQ4q3oVUGhltf9LJx2YoDqDpoyerY/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy80M2YzMmQ1ODU0MWFkMGVjMzgwOWIxMWY2MTNkNTY4OS9wMDAxLmpwZw", "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": 9, "componentCount": 3, "textChars": 33, "nDataPoints": 0, "notes": "Includes date in top right corner.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:19:04.177+00", "seconds": 5.271, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-588e-77fd-93fe-2104a9de23e7/1", "deck": "/decks/019de076-588e-77fd-93fe-2104a9de23e7", "deckAnchor": "/decks/019de076-588e-77fd-93fe-2104a9de23e7#slide-1", "deckJson": "/decks/019de076-588e-77fd-93fe-2104a9de23e7.json" }, "components": [ { "bbox": { "h": 1, "w": 1, "x": 0, "y": 0 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:04.177+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f617e725-1052-4698-a5fc-a74057032022", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.08, "x": 0.9, "y": 0.02 }, "kind": "paragraph", "text": "NOVEMBER 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 11:19:04.177+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cfa69ebc-5558-4153-8eb1-6e119572d6ec", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.4, "x": 0.3, "y": 0.42 }, "kind": "title", "text": "SOHO HOUSE & CO Inc.", "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 11:19:04.177+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "872956c0-373f-4a10-8e2c-d60bcf29bdc6", "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": "78db1344-fa95-4912-b1af-beb566014427", "evidence": "title/headline: SOHO HOUSE & CO Inc.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:39:40.323625+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/QC0fXbYDaiPs87ulo97NybMAqrCEII1oUQ9wGjXIy1k/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy80M2YzMmQ1ODU0MWFkMGVjMzgwOWIxMWY2MTNkNTY4OS9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/3u1xKWb1hGpuLsIYh-yjkjcSYXTQBkGe9O4TfnZ7IK8/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy80M2YzMmQ1ODU0MWFkMGVjMzgwOWIxMWY2MTNkNTY4OS9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/opaakpK_96md5ljB1sw7NTj_g4VtJVjiSuNWQeanr-o/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy80M2YzMmQ1ODU0MWFkMGVjMzgwOWIxMWY2MTNkNTY4OS9wMDAxLnBuZw" }, { "page": 2, "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": "dense", "densityScore": 53, "componentCount": 5, "textChars": 535, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:19:06.765+00", "seconds": 7.701, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-588e-77fd-93fe-2104a9de23e7/2", "deck": "/decks/019de076-588e-77fd-93fe-2104a9de23e7", "deckAnchor": "/decks/019de076-588e-77fd-93fe-2104a9de23e7#slide-2", "deckJson": "/decks/019de076-588e-77fd-93fe-2104a9de23e7.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.9, "x": 0.05, "y": 0.17 }, "kind": "disclaimer", "text": "This presentation contains forward-looking statements that are based on management's beliefs and assumptions... Market data and industry information used throughout this presentation are based on management's knowledge...", "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 11:19:06.765+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "51b5e95e-0712-4ece-b549-906f32858de1", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.9, "x": 0.05, "y": 0.61 }, "kind": "disclaimer", "text": "This presentation contains certain financial measures, including Adjusted EBITDA, House-Level Contribution and Margin... The information in this presentation should be read in conjunction with our Quarterly Report on Form 10-Q...", "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 11:19:06.765+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c26cc827-1ae3-48b5-9fe3-d6aceae67116", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.54, "x": 0.23, "y": 0.093 }, "kind": "image", "text": "Soho House & Co Inc. brand logos", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:06.765+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6b28c7ca-bf35-4afe-86f6-24f9011a23bd", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.28, "x": 0.05, "y": 0.57 }, "kind": "title", "text": "Non-GAAP Financial Measures", "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 11:19:06.765+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4a5655b8-4ecb-4f1d-9d67-c320bd37b147", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.48, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Forward Looking Statements", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:06.765+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b67cde07-977a-4fa5-af5f-fe29a05efb00", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "type": "setup", "function": "transition", "rawType": "agenda", "block": null, "metadata": { "slideType": "agenda", "slideTypeCanon": { "name": "Agenda", "slug": "agenda", "status": "active", "canonId": "019de52d-061b-7470-b138-3ffa5e612cce", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "balanced", "densityScore": 27, "componentCount": 4, "textChars": 193, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:19:01.672+00", "seconds": 2.602, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-588e-77fd-93fe-2104a9de23e7/3", "deck": "/decks/019de076-588e-77fd-93fe-2104a9de23e7", "deckAnchor": "/decks/019de076-588e-77fd-93fe-2104a9de23e7#slide-3", "deckJson": "/decks/019de076-588e-77fd-93fe-2104a9de23e7.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.54, "x": 0.23, "y": 0.94 }, "kind": "image", "text": "THE NED, SCORPIOS, SOHO HOME, SOHO HOUSE, SOHO WORKS, LNE, Saguaro", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:01.672+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "40291f52-d1ee-4c47-83c1-6808ea884f59", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.38, "x": 0.62, "y": 0.16 }, "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 11:19:01.672+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "69f67d09-3522-4701-bbae-9ad3af87b94a", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.4, "x": 0.05, "y": 0.228 }, "kind": "list", "text": "1. Q3 2023 HIGHLIGHTS\n2. EXECUTING STRATEGIC PRIORITIES\n3. Q3 2023 FINANCIAL PERFORMANCE\n4. UPDATED 2023 GUIDANCE", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:01.672+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e02271b2-9cf0-4c67-8de8-4d8419aef00d", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.29, "x": 0.02, "y": 0.05 }, "kind": "title", "text": "Today's Agenda", "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 11:19:01.672+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cd994c8c-3442-4187-b3c6-9268f474209b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 4, "type": "evidence", "title": "Includes a footer with brand logos and a disclaimer about non-GAAP measures.", "function": "show_traction", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 88, "componentCount": 9, "textChars": 740, "nDataPoints": 10, "notes": "Includes a footer with brand logos and a disclaimer about non-GAAP measures.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:19:02.888+00", "seconds": 3.471, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-588e-77fd-93fe-2104a9de23e7/4", "deck": "/decks/019de076-588e-77fd-93fe-2104a9de23e7", "deckAnchor": "/decks/019de076-588e-77fd-93fe-2104a9de23e7#slide-4", "deckJson": "/decks/019de076-588e-77fd-93fe-2104a9de23e7.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.43, "x": 0.52, "y": 0.75 }, "kind": "callout", "text": "Opened Soho House Mexico City", "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 11:19:02.888+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3de24c7e-5b99-4e50-a350-32dc87ffa415", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.88 }, "kind": "disclaimer", "text": "*Reconciliation of GAAP to non-GAAP financial measures can be found in the Appendix", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:02.888+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e6c8c51-a76a-4bd4-a255-bdce157f69b4", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.2, "y": 0.95 }, "kind": "image", "text": "Brand logos: The Ned, Scorpios, Soho Home, Soho House, Soho Works, Line, Saguaro", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:02.888+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c9449ef6-8953-4a55-a29a-2286593479ef", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.45, "x": 0.05, "y": 0.15 }, "kind": "image", "text": "Collage of Soho House interior and exterior spaces", "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 11:19:02.888+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9de2cfce-0130-46e2-9343-c07b5ebe1898", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.2, "x": 0.52, "y": 0.35 }, "kind": "list", "text": "Total SHCO membership grew 21% YoY and 3% QoQ; SHCO waitlist stands at an all time high ~98k, up from ~95k in Q2 2023 and 15% YoY", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:02.888+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2d2d4e40-13a6-4052-93eb-40aaff2856ef", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.2, "x": 0.75, "y": 0.35 }, "kind": "list", "text": "Total revenues growth of 13% YoY and 4% QoQ; Continued growth in recurring Membership revenues, up 31% YoY and 5% QoQ; Operational excellence drove Adjusted EBITDA growth above expectations", "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 11:19:02.888+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aa156c3d-c929-4315-839b-7281147aa8ed", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.2, "x": 0.75, "y": 0.2 }, "kind": "metric", "text": "Adjusted EBITDA* of $42m, up $22m YoY", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:02.888+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ad75f4c-1532-4456-8e78-dfc15b81e24d", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.2, "x": 0.52, "y": 0.2 }, "kind": "metric", "text": "Soho House membership was 185k, up 21% YoY and up 5% QoQ", "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 11:19:02.888+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c92728ff-a24c-408e-b652-1f4b7b68de35", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Increased Member Demand and Operational Excellence Initiatives Driving Continued Growth", "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 11:19:02.888+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d9f635a9-bf79-40e4-bb38-bbad3981e2e7", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 4, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 4, "name": "Problem", "beatId": "4bede8e5-c617-451d-ab45-2f140788f89e", "matchId": "d4cfcd7b-bae4-4b1e-895c-437092f03815", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "Increased Member Demand and Operational Excellence Initiatives Driving Continued Growth", "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": 10, "from": 4, "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": "026c5f45-bdaa-4eae-a56d-dd13a9088498", "evidence": "The document presents financial highlights and metrics to demonstrate the impact of operational excellence initiatives", "position": 0, "objective": "Highlighting the importance of operational excellence and growing member demand", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:40:28.544323+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 5, "type": "setup", "function": "transition", "rawType": "agenda", "block": null, "metadata": { "slideType": "agenda", "slideTypeCanon": { "name": "Agenda", "slug": "agenda", "status": "active", "canonId": "019de52d-061b-7470-b138-3ffa5e612cce", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "balanced", "densityScore": 32, "componentCount": 4, "textChars": 284, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:19:02.054+00", "seconds": 2.499, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-588e-77fd-93fe-2104a9de23e7/5", "deck": "/decks/019de076-588e-77fd-93fe-2104a9de23e7", "deckAnchor": "/decks/019de076-588e-77fd-93fe-2104a9de23e7#slide-5", "deckJson": "/decks/019de076-588e-77fd-93fe-2104a9de23e7.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.54, "x": 0.23, "y": 0.93 }, "kind": "image", "text": "Brand logos: The Ned, Scorpios, Soho Home, Soho House, Soho Works, Line, Saguaro", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:02.054+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ded16a7f-ff54-4ac0-9d77-a00eb10bc28e", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.38, "x": 0.62, "y": 0.16 }, "kind": "image", "text": "Interior shot of a Soho House location with people working and socializing.", "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 11:19:02.054+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f0a15407-3781-4fcd-aaed-fab3267885b1", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.4, "x": 0.05, "y": 0.2 }, "kind": "list", "text": "1 Q3 2023 HIGHLIGHTS\n2 EXECUTING STRATEGIC PRIORITIES\n3 Q3 2023 FINANCIAL PERFORMANCE\n4 UPDATED 2023 GUIDANCE", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:02.054+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "197328d3-3fb9-4142-9410-85689c1defe4", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.4, "y": 0.88 }, "kind": "paragraph", "text": "SOHO HOUSE & CO Inc.", "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 11:19:02.054+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "602d9984-b938-44a4-bf28-f50a969c1c75", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [ { "to": 10, "from": 4, "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": "026c5f45-bdaa-4eae-a56d-dd13a9088498", "evidence": "The document presents financial highlights and metrics to demonstrate the impact of operational excellence initiatives", "position": 0, "objective": "Highlighting the importance of operational excellence and growing member demand", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:40:28.544323+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 6, "type": "resolution", "title": "The slide uses a split-screen layout to contrast growth and operational efficiency strategies.", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 63, "componentCount": 6, "textChars": 608, "nDataPoints": 0, "notes": "The slide uses a split-screen layout to contrast growth and operational efficiency strategies.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:19:02.487+00", "seconds": 2.882, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-588e-77fd-93fe-2104a9de23e7/6", "deck": "/decks/019de076-588e-77fd-93fe-2104a9de23e7", "deckAnchor": "/decks/019de076-588e-77fd-93fe-2104a9de23e7#slide-6", "deckJson": "/decks/019de076-588e-77fd-93fe-2104a9de23e7.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.55, "x": 0.23, "y": 0.9 }, "kind": "image", "text": "SOHO HOUSE & CO Inc. brands", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:02.487+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "895104ce-76dd-488f-b9fc-2e1f2aa8da35", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.3, "x": 0.58, "y": 0.0048 }, "kind": "list", "text": "Implemented a series of initiatives to drive enhanced profitability: Revised expenses, Re-focused G&A, Optimized events and menus, Enacted procurement savings, Rationalized supply chain.", "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 11:19:02.487+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1c5294cd-08de-4f4e-8219-713164b68e36", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.3, "x": 0.11, "y": 0.0048 }, "kind": "list", "text": "Growing and enhancing membership remains the core driver of our business; strong foundations in place. Focusing on core Soho House business as key driver of global expansion and improved profitability. Optimized new House growth to deliver the best experience at our existing Houses.", "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 11:19:02.487+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "796a7bce-e41b-4df1-9055-b25c2c53a900", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.25, "x": 0.13, "y": 0.0019 }, "kind": "paragraph", "text": "Grow and Enhance Membership", "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 11:19:02.487+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a584d8a5-8390-42a8-8a5b-6f60c1e3051f", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.3, "x": 0.57, "y": 0.0019 }, "kind": "paragraph", "text": "Operational Excellence to Drive Profitability", "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 11:19:02.487+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b45cdc60-4530-4bbc-bc7a-f2ff6a4af704", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.6, "x": 0.02, "y": 0.05 }, "kind": "title", "text": "Focusing on Membership and Profitability", "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 11:19:02.487+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3d9e5cb1-ab63-4965-bc1d-17032218bc78", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "fb953435-d9a0-41bf-a8bd-c0954e17b95c", "evidence": "list/bullet: Growing and enhancing membership remains the core driver of our business; strong foundations in place. Focusing on core Soho House business as key driver of global expansion and improved profitability. Optim", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:39:59.658169+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 6, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 6, "name": "Solution", "beatId": "183c62c4-6b99-4941-ae18-f8ce85a937d8", "matchId": "d4cfcd7b-bae4-4b1e-895c-437092f03815", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Focusing on Membership and Profitability", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 10, "from": 4, "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": "026c5f45-bdaa-4eae-a56d-dd13a9088498", "evidence": "The document presents financial highlights and metrics to demonstrate the impact of operational excellence initiatives", "position": 0, "objective": "Highlighting the importance of operational excellence and growing member demand", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:40:28.544323+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 16, "from": 6, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "d88c6fca-e072-413f-8445-2c30eb6b5ad6", "evidence": "The document highlights the company's focus on membership and profitability", "position": 1, "objective": "Emphasizing the unique value proposition of Soho House & Co Inc.'s membership platform", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:40:28.58078+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 7, "type": "evidence", "function": "show_traction", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "dense", "densityScore": 66, "componentCount": 5, "textChars": 659, "nDataPoints": 24, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:19:02.487+00", "seconds": 2.826, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-588e-77fd-93fe-2104a9de23e7/7", "deck": "/decks/019de076-588e-77fd-93fe-2104a9de23e7", "deckAnchor": "/decks/019de076-588e-77fd-93fe-2104a9de23e7#slide-7", "deckJson": "/decks/019de076-588e-77fd-93fe-2104a9de23e7.json" }, "components": [ { "bbox": { "h": 0.3, "w": 0.25, "x": 0.35, "y": 0.58 }, "kind": "chart", "text": "SHCO Members ('000)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": null, "framework": null }, "subkind": "bar-stacked-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:02.487+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fe173807-52c7-4c1a-902b-78dafe12c48d", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.25, "x": 0.05, "y": 0.58 }, "kind": "chart", "text": "SHCO Waitlist ('000)", "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 11:19:02.487+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "011c9e58-7286-439c-8ff2-d3154b116d5b", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.3, "x": 0.65, "y": 0.15 }, "kind": "image", "text": "Photos of various Soho House locations", "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 11:19:02.487+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b1c232a6-4d78-4f35-adda-a8a488f59fd4", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.6, "x": 0.02, "y": 0.15 }, "kind": "list", "text": "A focused approach to operational excellence by implementing initiatives across Houses to enhance member experience is leading to elevated profitability across Houses. Holistic service-level changes by utilizing real-time feedback. Seasonal menu refreshes implemented across all Houses for the first time in October. Improved performance at Electric House following refurbishment. Opened Soho House Mexico City in September; membership demand exceeding expectations. Expect to open Soho House Portland and Soho House Sao Paulo around year-end.", "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 11:19:02.487+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bd72f581-c6e8-4385-a681-a9b71de1d19f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.02, "y": 0.05 }, "kind": "title", "text": "Growing and Enhancing Member Experience", "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 11:19:02.487+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "df9e1fd8-fdb2-45aa-b83f-42d18242458b", "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": "b7adc190-d2dc-4252-b407-ebd0872abcfd", "evidence": "chart/bar-vertical: SHCO Waitlist ('000), chart/bar-stacked-vertical: SHCO Members ('000)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:37:54.217802+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [ { "to": 10, "from": 4, "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": "026c5f45-bdaa-4eae-a56d-dd13a9088498", "evidence": "The document presents financial highlights and metrics to demonstrate the impact of operational excellence initiatives", "position": 0, "objective": "Highlighting the importance of operational excellence and growing member demand", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:40:28.544323+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 16, "from": 6, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "d88c6fca-e072-413f-8445-2c30eb6b5ad6", "evidence": "The document highlights the company's focus on membership and profitability", "position": 1, "objective": "Emphasizing the unique value proposition of Soho House & Co Inc.'s membership platform", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:40:28.58078+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 8, "type": "evidence", "title": "Includes a leadership announcement at the bottom right.", "function": "show_traction", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 75, "componentCount": 6, "textChars": 825, "nDataPoints": 7, "notes": "Includes a leadership announcement at the bottom right.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:19:02.717+00", "seconds": 3.002, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-588e-77fd-93fe-2104a9de23e7/8", "deck": "/decks/019de076-588e-77fd-93fe-2104a9de23e7", "deckAnchor": "/decks/019de076-588e-77fd-93fe-2104a9de23e7#slide-8", "deckJson": "/decks/019de076-588e-77fd-93fe-2104a9de23e7.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.36, "x": 0.62, "y": 0.74 }, "kind": "callout", "text": "Former Managing Director of U.K./Europe/Asia, Tom Collins, Promoted to Chief Operating Officer", "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 11:19:02.717+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f53bac5c-cd52-4f9a-a14f-7de12c07a04d", "parentComponentId": null }, { "bbox": { "h": 0.8, "w": 0.3, "x": 0.02, "y": 0.16 }, "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 11:19:02.717+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0d340314-a689-4181-b392-98de535a0614", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.38, "x": 0.6, "y": 0.29 }, "kind": "list", "text": "Second consecutive quarter of positive cash flow from operations; Achieved Q3 2023 Adjusted EBITDA* of $42.1m, an increase of $21.8m compared to Q3 2022; Operating wages as a percent of revenues improved ~300bps vs. Q3 2022 and ~50bps vs. Q3 2019; Food and beverage margins at our Houses rose 230bps vs. Q3 2019 on a like-for-like basis; Focus on driving accommodations performance resulted in Q3 2023 House RevPAR growth of 6% vs. Q3 2022 and 31% vs. Q3 2019 on a like-for-like basis", "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 11:19:02.717+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1e52f995-9b3f-440f-ad1a-d5db0a9fc8b8", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.25, "x": 0.33, "y": 0.29 }, "kind": "list", "text": "Leveraging data and member insight to operate and scale efficiently; Expanding In-House margins; Operating discipline", "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 11:19:02.717+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7e386479-a56e-4d76-8d5f-c311d3e4fda9", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.3, "x": 0.02, "y": 0.9 }, "kind": "source-note", "text": "*Reconciliation of GAAP to non-GAAP financial measures can be found in the Appendix", "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 11:19:02.717+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "07fafe44-7606-4a35-b06b-2d64b193d343", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.75, "x": 0.02, "y": 0.05 }, "kind": "title", "text": "Operational Excellence is Driving Profitability", "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 11:19:02.717+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "419aa15c-fe97-459f-aa25-d7a12eeabea5", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [ { "to": 10, "from": 4, "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": "026c5f45-bdaa-4eae-a56d-dd13a9088498", "evidence": "The document presents financial highlights and metrics to demonstrate the impact of operational excellence initiatives", "position": 0, "objective": "Highlighting the importance of operational excellence and growing member demand", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:40:28.544323+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 16, "from": 6, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "d88c6fca-e072-413f-8445-2c30eb6b5ad6", "evidence": "The document highlights the company's focus on membership and profitability", "position": 1, "objective": "Emphasizing the unique value proposition of Soho House & Co Inc.'s membership platform", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:40:28.58078+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 9, "type": "setup", "function": "transition", "rawType": "agenda", "block": null, "metadata": { "slideType": "agenda", "slideTypeCanon": { "name": "Agenda", "slug": "agenda", "status": "active", "canonId": "019de52d-061b-7470-b138-3ffa5e612cce", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 22, "componentCount": 3, "textChars": 247, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:19:02.093+00", "seconds": 2.186, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-588e-77fd-93fe-2104a9de23e7/9", "deck": "/decks/019de076-588e-77fd-93fe-2104a9de23e7", "deckAnchor": "/decks/019de076-588e-77fd-93fe-2104a9de23e7#slide-9", "deckJson": "/decks/019de076-588e-77fd-93fe-2104a9de23e7.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.54, "x": 0.23, "y": 0.93 }, "kind": "image", "text": "Brand logos: The Ned, Scorpios, Soho Home, Soho House, Soho Works, Line, Saguaro", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:02.093+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "829bcbcf-4bd8-41ac-a023-a9993c7e957f", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.35, "x": 0.62, "y": 0.15 }, "kind": "image", "text": "Collage of Soho House property interiors and exteriors", "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 11:19:02.093+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d85c0a80-09d5-4459-8cb7-986b467ca511", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.4, "x": 0.05, "y": 0.2 }, "kind": "list", "text": "1. Q3 2023 HIGHLIGHTS\n2. EXECUTING STRATEGIC PRIORITIES\n3. Q3 2023 FINANCIAL PERFORMANCE\n4. UPDATED 2023 GUIDANCE", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:02.093+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "80c4bdc6-1d0e-4847-b7e8-062829b9ac87", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [ { "to": 10, "from": 4, "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": "026c5f45-bdaa-4eae-a56d-dd13a9088498", "evidence": "The document presents financial highlights and metrics to demonstrate the impact of operational excellence initiatives", "position": 0, "objective": "Highlighting the importance of operational excellence and growing member demand", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:40:28.544323+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 16, "from": 6, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "d88c6fca-e072-413f-8445-2c30eb6b5ad6", "evidence": "The document highlights the company's focus on membership and profitability", "position": 1, "objective": "Emphasizing the unique value proposition of Soho House & Co Inc.'s membership platform", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:40:28.58078+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 10, "type": "evidence", "title": "Includes margin percentages for contribution metrics.", "function": "analyze_data", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 70, "componentCount": 8, "textChars": 305, "nDataPoints": 24, "notes": "Includes margin percentages for contribution metrics.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:19:02.602+00", "seconds": 2.652, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-588e-77fd-93fe-2104a9de23e7/10", "deck": "/decks/019de076-588e-77fd-93fe-2104a9de23e7", "deckAnchor": "/decks/019de076-588e-77fd-93fe-2104a9de23e7#slide-10", "deckJson": "/decks/019de076-588e-77fd-93fe-2104a9de23e7.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.4, "x": 0.05, "y": 0.2 }, "kind": "chart", "text": "Total revenues ($M)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:02.602+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "095f53a6-88e0-4910-a278-05c0de90d2e4", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.4, "x": 0.05, "y": 0.6 }, "kind": "chart", "text": "In-House revenues ($M)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:02.602+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "27519d2b-423a-4445-b030-648dffcae77d", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.4, "x": 0.55, "y": 0.2 }, "kind": "chart", "text": "Other revenues ($M)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:02.602+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ec37109-4b9a-4b96-b03a-244aeae6fa38", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.4, "x": 0.05, "y": 0.4 }, "kind": "chart", "text": "Membership revenues ($M)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:02.602+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9fdd84e9-a905-458d-88ed-fef9d0cefbe1", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.4, "x": 0.55, "y": 0.6 }, "kind": "chart", "text": "Other Contribution* ($M)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:02.602+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d0cd80f3-e5b1-4f99-80f3-35c12fd4c6ce", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.4, "x": 0.55, "y": 0.4 }, "kind": "chart", "text": "House-Level Contribution* ($M)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:02.602+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d384127a-9b79-4dc7-8d91-ecf6462d3aa7", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.05, "y": 0.86 }, "kind": "disclaimer", "text": "*For non-GAAP financial measures, please refer to the Appendix for a reconciliation to the most directly comparable GAAP financial measure.", "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 11:19:02.602+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "18d9b67d-3d92-4832-97c0-410568f9d52e", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.45, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Q3 2023 Financial Highlights", "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 11:19:02.602+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c4eca886-5f72-491c-933c-203c0f6a3216", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 10, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 10, "name": "Financials", "beatId": "9778a7f8-e5a2-42bf-8fa0-eb60c6f2ee93", "matchId": "d4cfcd7b-bae4-4b1e-895c-437092f03815", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Q3 2023 Financial Highlights", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 10, "from": 4, "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": "026c5f45-bdaa-4eae-a56d-dd13a9088498", "evidence": "The document presents financial highlights and metrics to demonstrate the impact of operational excellence initiatives", "position": 0, "objective": "Highlighting the importance of operational excellence and growing member demand", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:40:28.544323+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 16, "from": 6, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "d88c6fca-e072-413f-8445-2c30eb6b5ad6", "evidence": "The document highlights the company's focus on membership and profitability", "position": 1, "objective": "Emphasizing the unique value proposition of Soho House & Co Inc.'s membership platform", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:40:28.58078+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 11, "type": "analysis", "title": "The slide also includes specific membership growth metrics as supporting context for the revenue bridge.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 63, "componentCount": 6, "textChars": 400, "nDataPoints": 9, "notes": "The slide also includes specific membership growth metrics as supporting context for the revenue bridge.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:19:07.327+00", "seconds": 7.127, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-588e-77fd-93fe-2104a9de23e7/11", "deck": "/decks/019de076-588e-77fd-93fe-2104a9de23e7", "deckAnchor": "/decks/019de076-588e-77fd-93fe-2104a9de23e7#slide-11", "deckJson": "/decks/019de076-588e-77fd-93fe-2104a9de23e7.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.615, "x": 0.336, "y": 0.45 }, "kind": "chart", "text": "Waterfall chart showing revenue bridge from $266.0M to $301.0M", "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": "Waterfall chart", "slug": "waterfall", "status": "active", "canonId": "019de52d-002e-733e-b5cf-dd3beb6692cc", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:07.327+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "480ded35-df8f-44e0-aa52-ddafbcc1dd60", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.7, "x": 0.23, "y": 0.94 }, "kind": "image", "text": "Brand logos", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:07.327+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a2903eab-af07-49f5-82a7-bf4fff6c02e5", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.3, "x": 0.05, "y": 0.16 }, "kind": "image", "text": "People sitting at a table outdoors", "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 11:19:07.327+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cf72bb9f-6660-49b4-a090-86fd0c714437", "parentComponentId": null }, { "bbox": { "h": 0.14, "w": 0.35, "x": 0.336, "y": 0.275 }, "kind": "list", "text": "YoY Increase in Adult paying Soho House Members: +2,152 from 2023 openings, +5,192 from 2022 openings, +17,619 from pre-2022 Houses. As well as +11,524 Other members", "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 11:19:07.327+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4e731b77-58bf-4344-815d-a936dfff8f96", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.615, "x": 0.336, "y": 0.196 }, "kind": "paragraph", "text": "Year-on-year growth was driven by growth in Membership revenues, In-House revenues, and Other revenues", "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 11:19:07.327+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6aad82cf-27cc-4791-96b4-0b2cdcd7b25f", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.45, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Q3 2023 YoY Revenue Bridge", "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 11:19:07.327+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2b556e6d-8232-4358-9cb6-4c17fd7f0d7b", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "2b156854-fe7f-40c7-b5a3-de6338ba76a1", "evidence": "chart/waterfall: Waterfall chart showing revenue bridge from $266.0M to $301.0M", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:37:54.400497+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "99bb6d63-4065-4184-970c-a34ebd657450", "evidence": "Visual representation of sequential positive and negative values to reach a total", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 11:19:07.327+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "frameworkName": "waterfall-chart" } ], "arcBeats": [], "loops": [ { "to": 16, "from": 6, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "d88c6fca-e072-413f-8445-2c30eb6b5ad6", "evidence": "The document highlights the company's focus on membership and profitability", "position": 1, "objective": "Emphasizing the unique value proposition of Soho House & Co Inc.'s membership platform", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:40:28.58078+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 12, "type": "analysis", "title": "Includes footnotes regarding non-GAAP financial measures and expenses not added back for both periods.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 65, "componentCount": 6, "textChars": 451, "nDataPoints": 7, "notes": "Includes footnotes regarding non-GAAP financial measures and expenses not added back for both periods.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:19:06.383+00", "seconds": 6.102, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-588e-77fd-93fe-2104a9de23e7/12", "deck": "/decks/019de076-588e-77fd-93fe-2104a9de23e7", "deckAnchor": "/decks/019de076-588e-77fd-93fe-2104a9de23e7#slide-12", "deckJson": "/decks/019de076-588e-77fd-93fe-2104a9de23e7.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.6, "x": 0.1, "y": 0.2 }, "kind": "chart", "text": "Waterfall chart showing EBITDA bridge from $20.3m to $42.1m", "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": "Waterfall chart", "slug": "waterfall", "status": "active", "canonId": "019de52d-002e-733e-b5cf-dd3beb6692cc", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:06.383+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b01af4f5-85d0-4047-af9f-437107aa4400", "parentComponentId": null }, { "bbox": { "h": 0.8, "w": 0.25, "x": 0.75, "y": 0.15 }, "kind": "image", "text": "Interior photo of a Soho House location", "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 11:19:06.383+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5318605d-9a17-4899-a2a1-4f6b52a20dfe", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.66, "y": 0.55 }, "kind": "paragraph", "text": "Expenses not added back: Pre-opening $5.1m, Non-cash rent $1.3m, Deferred reg fees $(0.5)m", "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 11:19:06.383+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "adba806a-a1bc-4686-8e77-3e19c70373ca", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.02, "y": 0.55 }, "kind": "paragraph", "text": "Expenses not added back: Pre-opening $2.6m, Non-cash rent $4.7m, Deferred reg fees $(0.5)m", "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 11:19:06.383+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be96f6f1-4e04-4271-af51-e36d2197317b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.02, "y": 0.86 }, "kind": "source-note", "text": "*For non-GAAP financial measures, please refer to the Appendix for a reconciliation to the most directly comparable GAAP financial measure.", "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 11:19:06.383+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f1770f41-a480-4be5-857a-8d9b62ec3434", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.02, "y": 0.05 }, "kind": "title", "text": "Q3 2023 YoY Adjusted EBITDA Bridge", "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 11:19:06.383+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2339f51e-f158-466a-bfce-71a7dbdbcd5f", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "b372cdc9-1baa-4060-ad68-10ff3f1c30a5", "evidence": "chart/waterfall: Waterfall chart showing EBITDA bridge from $20.3m to $42.1m", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:37:54.471648+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [ { "to": 16, "from": 6, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "d88c6fca-e072-413f-8445-2c30eb6b5ad6", "evidence": "The document highlights the company's focus on membership and profitability", "position": 1, "objective": "Emphasizing the unique value proposition of Soho House & Co Inc.'s membership platform", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:40:28.58078+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 13, "type": "analysis", "title": "Includes a bar chart showing loan expiry profile by year and a list of Q3 2023 financial highlights.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 63, "componentCount": 5, "textChars": 577, "nDataPoints": 15, "notes": "Includes a bar chart showing loan expiry profile by year and a list of Q3 2023 financial highlights.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:19:03.381+00", "seconds": 2.945, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-588e-77fd-93fe-2104a9de23e7/13", "deck": "/decks/019de076-588e-77fd-93fe-2104a9de23e7", "deckAnchor": "/decks/019de076-588e-77fd-93fe-2104a9de23e7#slide-13", "deckJson": "/decks/019de076-588e-77fd-93fe-2104a9de23e7.json" }, "components": [ { "bbox": { "h": 0.3, "w": 0.5, "x": 0.05, "y": 0.45 }, "kind": "chart", "text": "Loan Expiry Profile $m's", "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 11:19:03.381+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2652d926-e834-4a2f-94e5-e49238c59500", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.35, "x": 0.6, "y": 0.2 }, "kind": "list", "text": "Q3 2023 Highlights: Second-consecutive quarter of positive cash flow from operations; $42m Adjusted EBITDA; $1m non-cash rent; $(8)m cash interest; $(2)m cash taxes; $(22)m capital expenditure; Repurchased 2m shares for $12m; Full year 2023 capital investments to be lower than 2022", "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 11:19:03.381+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "feedb249-aa6a-43ce-b13f-809c80edc2f1", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.05, "y": 0.86 }, "kind": "source-note", "text": "*For non-GAAP financial measures, please refer to the Appendix for a reconciliation to the most directly comparable GAAP financial measure.", "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 11:19:03.381+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "114113b9-0855-4e6f-b722-6711482917b1", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.5, "x": 0.05, "y": 0.25 }, "kind": "table", "text": "Total Cash and Cash Equivalents (including Restricted cash) $163m; Total Debt $770m; Net Debt* $607m", "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 11:19:03.381+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "819e998b-a476-4a18-a104-c42ad5798523", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Balance Sheet and Capitalization", "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 11:19:03.381+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fe0b3299-9e20-4281-9845-d045e5974cc0", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [ { "to": 16, "from": 6, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "d88c6fca-e072-413f-8445-2c30eb6b5ad6", "evidence": "The document highlights the company's focus on membership and profitability", "position": 1, "objective": "Emphasizing the unique value proposition of Soho House & Co Inc.'s membership platform", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:40:28.58078+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 14, "type": "setup", "function": "transition", "rawType": "agenda", "block": null, "metadata": { "slideType": "agenda", "slideTypeCanon": { "name": "Agenda", "slug": "agenda", "status": "active", "canonId": "019de52d-061b-7470-b138-3ffa5e612cce", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 23, "componentCount": 4, "textChars": 129, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:19:02.534+00", "seconds": 2.098, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-588e-77fd-93fe-2104a9de23e7/14", "deck": "/decks/019de076-588e-77fd-93fe-2104a9de23e7", "deckAnchor": "/decks/019de076-588e-77fd-93fe-2104a9de23e7#slide-14", "deckJson": "/decks/019de076-588e-77fd-93fe-2104a9de23e7.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.54, "x": 0.23, "y": 0.94 }, "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": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:02.534+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "75120ff1-26a7-472c-9aba-ff567bd34df9", "parentComponentId": null }, { "bbox": { "h": 0.835, "w": 0.32, "x": 0.68, "y": 0.165 }, "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 11:19:02.534+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ca3f1e97-f139-41c0-b40c-a1a83d8defa8", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.45, "x": 0.05, "y": 0.2 }, "kind": "list", "text": "1 Q3 2023 HIGHLIGHTS\n2 EXECUTING STRATEGIC PRIORITIES\n3 Q3 2023 FINANCIAL PERFORMANCE\n4 UPDATED 2023 GUIDANCE", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:02.534+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fd9da8d8-62aa-423a-b755-7945dccc8bc2", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.18, "x": 0.41, "y": 0.885 }, "kind": "other", "text": "SOHO HOUSE & CO Inc.", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:02.534+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "670a24fc-3ee6-4380-a83c-3849f0b0f716", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [ { "to": 16, "from": 6, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "d88c6fca-e072-413f-8445-2c30eb6b5ad6", "evidence": "The document highlights the company's focus on membership and profitability", "position": 1, "objective": "Emphasizing the unique value proposition of Soho House & Co Inc.'s membership platform", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:40:28.58078+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 15, "type": "analysis", "title": "Includes footnotes regarding FX assumptions and non-GAAP reconciliation.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 49, "componentCount": 5, "textChars": 274, "nDataPoints": 16, "notes": "Includes footnotes regarding FX assumptions and non-GAAP reconciliation.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:19:03.438+00", "seconds": 2.812, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-588e-77fd-93fe-2104a9de23e7/15", "deck": "/decks/019de076-588e-77fd-93fe-2104a9de23e7", "deckAnchor": "/decks/019de076-588e-77fd-93fe-2104a9de23e7#slide-15", "deckJson": "/decks/019de076-588e-77fd-93fe-2104a9de23e7.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.76 }, "kind": "disclaimer", "text": "*Assumes ~$20m YoY headwind from FX... **Without adding back pre-opening costs...", "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 11:19:03.438+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "073e60c4-b6fc-4bca-9f95-fb8d47ce66f8", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.85 }, "kind": "disclaimer", "text": "We provide earnings guidance using both GAAP and non-GAAP financial measures...", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:03.438+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e0ee9603-5ab9-486f-9c8f-71f8816631b6", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.55, "x": 0.23, "y": 0.94 }, "kind": "image", "text": "Soho House brand logos", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:03.438+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9496d58a-3f96-4096-8d99-1b8e745dd73d", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "table", "text": "Table comparing 2023 guidance (Aug vs Nov), changes, and growth vs 2022", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:03.438+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "876c9716-ed53-423e-a3a8-08745cc6a146", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.4, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Updated 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 11:19:03.438+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "529dfb56-9490-429f-8694-70cfd2198ddc", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [ { "to": 16, "from": 6, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "d88c6fca-e072-413f-8445-2c30eb6b5ad6", "evidence": "The document highlights the company's focus on membership and profitability", "position": 1, "objective": "Emphasizing the unique value proposition of Soho House & Co Inc.'s membership platform", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:40:28.58078+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 16, "type": "resolution", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 45, "componentCount": 4, "textChars": 560, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:19:03.376+00", "seconds": 2.736, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-588e-77fd-93fe-2104a9de23e7/16", "deck": "/decks/019de076-588e-77fd-93fe-2104a9de23e7", "deckAnchor": "/decks/019de076-588e-77fd-93fe-2104a9de23e7#slide-16", "deckJson": "/decks/019de076-588e-77fd-93fe-2104a9de23e7.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.6, "x": 0.2, "y": 0.9 }, "kind": "image", "text": "THE NED, SCORPIOS, SOHO HOME, SOHO HOUSE, SOHO WORKS, LINE, Saguaro", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:03.376+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dace72c8-94df-4719-a723-e4fb61e9021a", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.3, "x": 0.02, "y": 0.15 }, "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 11:19:03.376+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7286e808-cfa4-4ac1-8243-4df9652685e8", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.55, "x": 0.4, "y": 0.2 }, "kind": "list", "text": "Strong growth in membership and revenues, underpinned by growing brand recognition and record waitlist. Operational excellence initiatives driving profitability and positive cash flow from operations, leading to raised guidance. Laser focused on delivering for our members and growing membership value; achieving this through revised offerings. Confident in the future as a unique global membership business with significant growth opportunities ahead.", "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 11:19:03.376+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9c665bf1-f6c7-4df2-b4a1-7eccad9a480c", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.75, "x": 0.02, "y": 0.05 }, "kind": "title", "text": "SHCO: The Only Global Membership Platform", "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 11:19:03.376+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bb3a4b74-6aa6-489e-ab94-b1ecb63e22b4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 16, "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": 16, "name": "Market Size", "beatId": "d5f99cb9-7166-414d-afa6-f45fdd8a7fe1", "matchId": "d4cfcd7b-bae4-4b1e-895c-437092f03815", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "SHCO: The Only Global Membership Platform", "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": 16, "from": 6, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "d88c6fca-e072-413f-8445-2c30eb6b5ad6", "evidence": "The document highlights the company's focus on membership and profitability", "position": 1, "objective": "Emphasizing the unique value proposition of Soho House & Co Inc.'s membership platform", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:40:28.58078+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 17, "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": 21, "componentCount": 4, "textChars": 103, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:19:05.252+00", "seconds": 4.519, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-588e-77fd-93fe-2104a9de23e7/17", "deck": "/decks/019de076-588e-77fd-93fe-2104a9de23e7", "deckAnchor": "/decks/019de076-588e-77fd-93fe-2104a9de23e7#slide-17", "deckJson": "/decks/019de076-588e-77fd-93fe-2104a9de23e7.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.54, "x": 0.23, "y": 0.95 }, "kind": "image", "text": "Brand logos", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:05.252+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "41e4a337-e714-4996-a8ca-ffb405497044", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.4, "x": 0, "y": 0.15 }, "kind": "image", "text": "Spiral staircase interior", "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 11:19:05.252+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "271aedcd-6554-44b9-a74c-25b778f23198", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.4, "x": 0.45, "y": 0.45 }, "kind": "paragraph", "text": "Supplemental Materials and Reconciliations to GAAP Measures", "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 11:19:05.252+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4853171a-b326-480e-8950-47f9edb0baa8", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.05, "y": 0.05 }, "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 11:19:05.252+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ab71a2c-9707-4156-a804-a4f31b15038e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 18, "type": "appendix", "title": "This is a visual-heavy slide showcasing a specific property location, likely used to demonstrate brand aesthetic and physical presence.", "function": "other", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "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": 15, "componentCount": 3, "textChars": 126, "nDataPoints": 0, "notes": "This is a visual-heavy slide showcasing a specific property location, likely used to demonstrate brand aesthetic and physical presence.", "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:19:03.033+00", "seconds": 2.293, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-588e-77fd-93fe-2104a9de23e7/18", "deck": "/decks/019de076-588e-77fd-93fe-2104a9de23e7", "deckAnchor": "/decks/019de076-588e-77fd-93fe-2104a9de23e7#slide-18", "deckJson": "/decks/019de076-588e-77fd-93fe-2104a9de23e7.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.54, "x": 0.23, "y": 0.93 }, "kind": "image", "text": "Brand logos at the bottom", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:03.033+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "75f88c3d-4671-4bbe-ae89-de0f0a0daca6", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.96, "x": 0.02, "y": 0.15 }, "kind": "image", "text": "Collage of 7 photos showing various rooms, pool, and dining areas of the house.", "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 11:19:03.033+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5c92440d-39f0-47dc-b918-02288f740408", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.02, "y": 0.05 }, "kind": "title", "text": "Soho House Mexico City", "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 11:19:03.033+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "948e0dd1-aeeb-478c-88a4-a8d122f6f21b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 19, "type": "analysis", "title": "The table tracks operational history and facility features for individual properties.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 27, "componentCount": 3, "textChars": 169, "nDataPoints": 18, "notes": "The table tracks operational history and facility features for individual properties.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:19:03.036+00", "seconds": 2.227, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-588e-77fd-93fe-2104a9de23e7/19", "deck": "/decks/019de076-588e-77fd-93fe-2104a9de23e7", "deckAnchor": "/decks/019de076-588e-77fd-93fe-2104a9de23e7#slide-19", "deckJson": "/decks/019de076-588e-77fd-93fe-2104a9de23e7.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.54, "x": 0.23, "y": 0.93 }, "kind": "image", "text": "Brand logos at the bottom", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:03.036+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9f34f6d5-ac85-41f5-97df-7c3eae515941", "parentComponentId": null }, { "bbox": { "h": 0.68, "w": 0.96, "x": 0.02, "y": 0.17 }, "kind": "table", "text": "Table showing 18 houses with columns for House Name, Country, Territory, Opening, Years of Operation, and various amenities.", "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 11:19:03.036+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5ef83af4-ddf3-4a0a-b809-8a8915311f10", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.02, "y": 0.06 }, "kind": "title", "text": "Soho House Portfolio", "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 11:19:03.036+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7620991f-dde7-4a5d-9124-608610c2fb42", "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": "448e1892-2d74-405a-9746-7fcba8450c1f", "evidence": "Table showing 18 houses with columns for House Name, Country, Territory, Opening, Years of Operation, and various amenities.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:37:51.632899+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 20, "type": "analysis", "title": "The table tracks 18 specific houses (numbered 19-36) with columns for operational metrics and facility types.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 27, "componentCount": 3, "textChars": 166, "nDataPoints": 288, "notes": "The table tracks 18 specific houses (numbered 19-36) with columns for operational metrics and facility types.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:19:03.86+00", "seconds": 3.033, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-588e-77fd-93fe-2104a9de23e7/20", "deck": "/decks/019de076-588e-77fd-93fe-2104a9de23e7", "deckAnchor": "/decks/019de076-588e-77fd-93fe-2104a9de23e7#slide-20", "deckJson": "/decks/019de076-588e-77fd-93fe-2104a9de23e7.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.54, "x": 0.23, "y": 0.93 }, "kind": "image", "text": "Brand logos at the bottom", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:03.86+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7e7ef7e9-94a5-46c4-b898-ea42c5fc1e3f", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.96, "x": 0.02, "y": 0.17 }, "kind": "table", "text": "Table containing house names, countries, territories, opening dates, years of operation, and amenity checkmarks.", "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 11:19:03.86+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8bb3e88a-24dc-4c5b-b3db-ae5bb49f7a17", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.45, "x": 0.02, "y": 0.05 }, "kind": "title", "text": "Soho House Portfolio (cont'd)", "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 11:19:03.86+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c778e67f-9596-4991-a4c0-8d1c19839bfa", "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": "b627f412-dbba-483c-83a6-2ad5819ce821", "evidence": "Table containing house names, countries, territories, opening dates, years of operation, and amenity checkmarks.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:37:51.708019+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 21, "type": "analysis", "title": "This is a continuation slide showing the most recent 6 houses added to the portfolio.", "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": 29, "componentCount": 3, "textChars": 192, "nDataPoints": 36, "notes": "This is a continuation slide showing the most recent 6 houses added to the portfolio.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:19:03.072+00", "seconds": 2.113, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-588e-77fd-93fe-2104a9de23e7/21", "deck": "/decks/019de076-588e-77fd-93fe-2104a9de23e7", "deckAnchor": "/decks/019de076-588e-77fd-93fe-2104a9de23e7#slide-21", "deckJson": "/decks/019de076-588e-77fd-93fe-2104a9de23e7.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.54, "x": 0.23, "y": 0.93 }, "kind": "image", "text": "Brand logos at the bottom", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:03.072+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0aa40c93-4668-4dfc-86d3-ed96a3e4660f", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.96, "x": 0.02, "y": 0.17 }, "kind": "table", "text": "Table showing 6 houses with columns for # Houses, # Countries, House Name, Country, Territory, Opening, Years of Operation, and amenities.", "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 11:19:03.072+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "735f5a35-0361-4b43-a420-2c4ee77348c4", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.45, "x": 0.02, "y": 0.05 }, "kind": "title", "text": "Soho House Portfolio (cont'd)", "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 11:19:03.072+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7f5dc373-7a01-448e-bddd-2a799e6fa9c7", "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": "ef7d0b6c-bbd2-4902-aab9-fc62d763d096", "evidence": "Table showing 6 houses with columns for # Houses, # Countries, House Name, Country, Territory, Opening, Years of Operation, and amenities.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:37:51.782916+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 22, "type": "appendix", "function": "other", "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": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "balanced", "densityScore": 48, "componentCount": 5, "textChars": 418, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:19:04.063+00", "seconds": 2.446, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-588e-77fd-93fe-2104a9de23e7/22", "deck": "/decks/019de076-588e-77fd-93fe-2104a9de23e7", "deckAnchor": "/decks/019de076-588e-77fd-93fe-2104a9de23e7#slide-22", "deckJson": "/decks/019de076-588e-77fd-93fe-2104a9de23e7.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.54, "x": 0.23, "y": 0.94 }, "kind": "image", "text": "Brand logos at bottom", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:04.063+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f7e996e5-5e40-4d42-a6d4-774c33e69590", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.3, "x": 0.02, "y": 0.17 }, "kind": "list", "text": "Soho Works: London (180 Works, Dean Street Works, Shoreditch Works, White City Works, Redchurch Works); North America (875 Washington Works, 55 Water Works, 10 Jay Works, 9000 Sunset Works)", "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 11:19:04.063+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1e9dcdf2-6197-4d28-898e-4c49264583b4", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.2, "x": 0.35, "y": 0.17 }, "kind": "list", "text": "Soho Home: Chelsea, Westbourne Grove, Melrose. Scorpios: Mykonos.", "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 11:19:04.063+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d4220cc7-c7f1-4933-ac2b-5ad9b4f4ca58", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.2, "x": 0.68, "y": 0.17 }, "kind": "list", "text": "The Line: Los Angeles, Washington DC, Austin, San Francisco. Saguaro: Palm Springs. The Ned: London, New York, Doha.", "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 11:19:04.063+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ecd6f2c7-c5aa-4b04-bc6c-69d1167bfe46", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.48, "x": 0.02, "y": 0.06 }, "kind": "title", "text": "Summary on Other Businesses", "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 11:19:04.063+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "39620fde-9ee8-43b3-a18a-653b362b0293", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "d457bca6-d6ae-4c14-85b4-a5a38ea49927", "evidence": "list/bullet: Soho Works: London (180 Works, Dean Street Works, Shoreditch Works, White City Works, Redchurch Works); North America (875 Washington Works, 55 Water Works, 10 Jay Works, 9000 Sunset Works)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:37:51.856842+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 23, "type": "evidence", "title": "The slide uses three pie charts to compare revenue distribution across four regions: North America, United Kingdom, Europe/ROW, and All Other.", "function": "analyze_data", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 56, "componentCount": 6, "textChars": 266, "nDataPoints": 12, "notes": "The slide uses three pie charts to compare revenue distribution across four regions: North America, United Kingdom, Europe/ROW, and All Other.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:19:04.588+00", "seconds": 2.892, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-588e-77fd-93fe-2104a9de23e7/23", "deck": "/decks/019de076-588e-77fd-93fe-2104a9de23e7", "deckAnchor": "/decks/019de076-588e-77fd-93fe-2104a9de23e7#slide-23", "deckJson": "/decks/019de076-588e-77fd-93fe-2104a9de23e7.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.25, "x": 0.15, "y": 0.35 }, "kind": "chart", "text": "Membership revenues", "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": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:04.588+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9b091368-7e7e-424d-88de-306a0255ee09", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.25, "x": 0.65, "y": 0.35 }, "kind": "chart", "text": "Total revenues", "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": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:04.588+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c1183606-1b68-4f3e-b6ff-06e5af0f8bbf", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.25, "x": 0.4, "y": 0.35 }, "kind": "chart", "text": "In-House revenues", "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": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:04.588+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f0d7d65f-95b4-407a-b219-f82103db8166", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.1, "x": 0.05, "y": 0.5 }, "kind": "legend", "text": "North America, United Kingdom, Europe / ROW, All Other", "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 11:19:04.588+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c2d2b5ad-4215-4b1a-bb19-f37c31f02c44", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.6, "x": 0.2, "y": 0.2 }, "kind": "paragraph", "text": "At the end of Q3 2023, we had 42 Houses and 255,252 SHCO members spread across North America, United Kingdom, Europe and rest of world.", "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 11:19:04.588+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f1a3cfa8-9f48-467a-ae0b-97b3ea093ce3", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Revenue by Region – Q3 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 11:19:04.588+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "248a6a86-9e6e-4037-ae4e-15ba05365da7", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 24, "type": "setup", "title": "This slide serves as a definitions appendix for financial and operational KPIs.", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "sparse", "densityScore": 24, "componentCount": 3, "textChars": 282, "nDataPoints": 0, "notes": "This slide serves as a definitions appendix for financial and operational KPIs.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:19:04.269+00", "seconds": 2.573, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-588e-77fd-93fe-2104a9de23e7/24", "deck": "/decks/019de076-588e-77fd-93fe-2104a9de23e7", "deckAnchor": "/decks/019de076-588e-77fd-93fe-2104a9de23e7#slide-24", "deckJson": "/decks/019de076-588e-77fd-93fe-2104a9de23e7.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.54, "x": 0.23, "y": 0.93 }, "kind": "image", "text": "Brand logos: The Ned, Scorpios, Soho Home, Soho House, Soho Works, LNE, Saguaro", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:04.269+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "40248c3c-2b76-4283-889e-ed3430eb0625", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.96, "x": 0.02, "y": 0.17 }, "kind": "table", "text": "Definitions of metrics including Number of Soho Houses, Soho House Members, Retention, Other Members, Frozen Members, and Membership Revenues.", "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 11:19:04.269+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c5aac814-5977-4281-92c7-975e1a5b0cdc", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.6, "x": 0.02, "y": 0.02 }, "kind": "title", "text": "Key Performance and Operating Metrics Evaluated by Management", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:04.269+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "75117534-1554-4c9a-a4e4-c6c394de13aa", "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": "4d0dd0f3-92e4-4c83-98cf-4092e70a1404", "evidence": "Definitions of metrics including Number of Soho Houses, Soho House Members, Retention, Other Members, Frozen Members, and Membership Revenues.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:37:51.968897+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 25, "type": "setup", "title": "This is a disclosure/definitions slide, likely from an IPO or investor presentation.", "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": "sparse", "densityScore": 23, "componentCount": 3, "textChars": 257, "nDataPoints": 0, "notes": "This is a disclosure/definitions slide, likely from an IPO or investor presentation.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:19:05.867+00", "seconds": 4.107, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-588e-77fd-93fe-2104a9de23e7/25", "deck": "/decks/019de076-588e-77fd-93fe-2104a9de23e7", "deckAnchor": "/decks/019de076-588e-77fd-93fe-2104a9de23e7#slide-25", "deckJson": "/decks/019de076-588e-77fd-93fe-2104a9de23e7.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.54, "x": 0.23, "y": 0.093 }, "kind": "image", "text": "SOHO HOUSE & CO Inc. brand logos", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:05.867+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c1023b70-de96-4853-95b4-d014d73798dd", "parentComponentId": null }, { "bbox": { "h": 0.72, "w": 0.96, "x": 0.02, "y": 0.16 }, "kind": "table", "text": "Definitions of House Introduction Credits, House Membership Revenues, In-House Revenues, House Revenues, Other Revenues, and Non-House Membership Revenues.", "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 11:19:05.867+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3ac9ab7c-f939-4bb8-bb7a-75cfa16bb28a", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.65, "x": 0.02, "y": 0.02 }, "kind": "title", "text": "Key Performance and Operating Metrics Evaluated by Management (cont'd)", "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 11:19:05.867+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "65dda7ea-dd28-4618-9008-be5e2d08872f", "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": "8c3a0db0-f032-41a6-b888-e43431dc55c2", "evidence": "Definitions of House Introduction Credits, House Membership Revenues, In-House Revenues, House Revenues, Other Revenues, and Non-House Membership Revenues.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:37:52.046119+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 25, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 26, "type": "setup", "title": "This slide serves as a technical appendix defining specific financial and operational metrics.", "function": "present_framework", "rawType": "appendix_methodology", "block": null, "metadata": { "slideType": "appendix_methodology", "slideTypeCanon": { "name": "Appendix methodology", "slug": "appendix_methodology", "status": "active", "canonId": "019de52d-07d9-726c-8599-167f2d2ffaa7", "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": "sparse", "densityScore": 22, "componentCount": 3, "textChars": 234, "nDataPoints": 0, "notes": "This slide serves as a technical appendix defining specific financial and operational metrics.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:19:04.808+00", "seconds": 2.804, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-588e-77fd-93fe-2104a9de23e7/26", "deck": "/decks/019de076-588e-77fd-93fe-2104a9de23e7", "deckAnchor": "/decks/019de076-588e-77fd-93fe-2104a9de23e7#slide-26", "deckJson": "/decks/019de076-588e-77fd-93fe-2104a9de23e7.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.54, "x": 0.23, "y": 0.93 }, "kind": "image", "text": "Soho House brand portfolio logos", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:04.808+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "df39518b-8cfc-44f3-a33b-7209f566732c", "parentComponentId": null }, { "bbox": { "h": 0.68, "w": 0.96, "x": 0.02, "y": 0.175 }, "kind": "table", "text": "Table defining metrics: Active App Users, House-Level Contribution, Other Contribution, Adult Paying Members, Net Debt, ADR, RevPAR.", "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 11:19:04.808+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bc06d722-fb60-4966-94dc-61b003e15348", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.65, "x": 0.02, "y": 0.03 }, "kind": "title", "text": "Key Performance and Operating Metrics Evaluated by Management (cont'd)", "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 11:19:04.808+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be65b918-2820-4801-9b8b-cc3adecfecc8", "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": "d07b29f3-4fe1-4838-9325-e52ca3af3bfd", "evidence": "Table defining metrics: Active App Users, House-Level Contribution, Other Contribution, Adult Paying Members, Net Debt, ADR, RevPAR.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:37:52.125654+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "b517f3dc-ccb9-46ad-8616-be610dd049d0", "evidence": "The slide provides definitions for key performance metrics used by the company.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 11:19:04.808+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "frameworkName": "glossary" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 27, "type": "analysis", "title": "Standard financial reporting table showing revenue, operating expenses, and net income.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "sparse", "densityScore": 17, "componentCount": 2, "textChars": 92, "nDataPoints": 48, "notes": "Standard financial reporting table showing revenue, operating expenses, and net income.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:19:03.944+00", "seconds": 1.875, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-588e-77fd-93fe-2104a9de23e7/27", "deck": "/decks/019de076-588e-77fd-93fe-2104a9de23e7", "deckAnchor": "/decks/019de076-588e-77fd-93fe-2104a9de23e7#slide-27", "deckJson": "/decks/019de076-588e-77fd-93fe-2104a9de23e7.json" }, "components": [ { "bbox": { "h": 0.72, "w": 0.96, "x": 0.02, "y": 0.18 }, "kind": "table", "text": "Financial data table comparing 2023 and 2022 performance", "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 11:19:03.944+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a48b99f3-ec43-4d3e-986e-3cff24dbe51c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.65, "x": 0.02, "y": 0.06 }, "kind": "title", "text": "Consolidated Statement of Operations", "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 11:19:03.944+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fe196d52-e440-4e8c-87c6-e3d6484abeb1", "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": "79089174-08ce-40af-9956-8c2fb4d9d128", "evidence": "Financial data table comparing 2023 and 2022 performance", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:37:52.202187+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 27, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 28, "type": "analysis", "title": "Standard GAAP cash flow statement format.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "sparse", "densityScore": 17, "componentCount": 2, "textChars": 78, "nDataPoints": 40, "notes": "Standard GAAP cash flow statement format.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:19:04.184+00", "seconds": 1.879, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-588e-77fd-93fe-2104a9de23e7/28", "deck": "/decks/019de076-588e-77fd-93fe-2104a9de23e7", "deckAnchor": "/decks/019de076-588e-77fd-93fe-2104a9de23e7#slide-28", "deckJson": "/decks/019de076-588e-77fd-93fe-2104a9de23e7.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.96, "x": 0.02, "y": 0.2 }, "kind": "table", "text": "Cash flow statement data for 2023 and 2022", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:04.184+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1f564951-986f-464c-bc50-5a108fb11977", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.02, "y": 0.06 }, "kind": "title", "text": "Consolidated Statement of Cash Flows", "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 11:19:04.184+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0867797c-da1f-47e5-8d14-8af7f2df1899", "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": "8df8af1d-1606-4cd7-8be7-2c445790092e", "evidence": "Cash flow statement data for 2023 and 2022", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:37:52.279258+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 28, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 29, "type": "analysis", "title": "This is a standard financial statement slide, specifically the financing section of the cash flow statement.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "sparse", "densityScore": 18, "componentCount": 2, "textChars": 108, "nDataPoints": 24, "notes": "This is a standard financial statement slide, specifically the financing section of the cash flow statement.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:19:04.662+00", "seconds": 2.346, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-588e-77fd-93fe-2104a9de23e7/29", "deck": "/decks/019de076-588e-77fd-93fe-2104a9de23e7", "deckAnchor": "/decks/019de076-588e-77fd-93fe-2104a9de23e7#slide-29", "deckJson": "/decks/019de076-588e-77fd-93fe-2104a9de23e7.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.95, "x": 0.025, "y": 0.2 }, "kind": "table", "text": "Financing activities cash flow table comparing Oct 1 2023 and Oct 2 2023", "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 11:19:04.662+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6ca2a601-86d5-4981-9822-bf0b3c12db0f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.65, "x": 0.025, "y": 0.065 }, "kind": "title", "text": "Consolidated Statement of Cash Flows", "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 11:19:04.662+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c834274d-1d3e-4719-809f-760b1260c0a7", "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": "ba792ce2-6b9e-4ac8-95ba-4a49ff3d5ecb", "evidence": "Financing activities cash flow table comparing Oct 1 2023 and Oct 2 2023", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:37:52.358411+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 30, "type": "setup", "title": "Contains three distinct financial reconciliation tables for the 13 weeks ended October 1, 2023 and October 2, 2022.", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 36, "componentCount": 3, "textChars": 305, "nDataPoints": 60, "notes": "Contains three distinct financial reconciliation tables for the 13 weeks ended October 1, 2023 and October 2, 2022.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:19:09.313+00", "seconds": 6.529, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-588e-77fd-93fe-2104a9de23e7/30", "deck": "/decks/019de076-588e-77fd-93fe-2104a9de23e7", "deckAnchor": "/decks/019de076-588e-77fd-93fe-2104a9de23e7#slide-30", "deckJson": "/decks/019de076-588e-77fd-93fe-2104a9de23e7.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "paragraph", "text": "A reconciliation of Net loss to Adjusted EBITDA, and Reconciliation of Operating loss House-Level Contribution & Other Contribution for the 13 Weeks Ended October 1, 2023 and October 2, 202 is set forth below:", "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 11:19:09.313+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6d474c6b-132d-4d1f-8875-c8c4cca278aa", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "table", "text": "Three-column financial reconciliation 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 11:19:09.313+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e96b5bf3-d1a7-4b62-aea6-966112b44131", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Reconciliation of GAAP to Non-GAAP Financial Measures", "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 11:19:09.313+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dbf9ffa0-5797-48dd-8878-b211ce68a13d", "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": "40927196-d60d-4049-99db-f85afe525e7b", "evidence": "Three-column financial reconciliation table", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:37:52.434535+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 30, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 31, "type": "analysis", "title": "Standard financial disclosure slide for Net Debt calculation.", "function": "analyze_data", "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": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 31, "componentCount": 3, "textChars": 247, "nDataPoints": 20, "notes": "Standard financial disclosure slide for Net Debt calculation.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:19:05.859+00", "seconds": 3.006, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-588e-77fd-93fe-2104a9de23e7/31", "deck": "/decks/019de076-588e-77fd-93fe-2104a9de23e7", "deckAnchor": "/decks/019de076-588e-77fd-93fe-2104a9de23e7#slide-31", "deckJson": "/decks/019de076-588e-77fd-93fe-2104a9de23e7.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.5, "x": 0.25, "y": 0.17 }, "kind": "paragraph", "text": "A reconciliation of Net Debt as of October 1 2023 and October 2 2022 is set forth below:", "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 11:19:05.859+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b87e6b4d-4193-48c2-b0f5-ee1755f2f5d0", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.6, "x": 0.2, "y": 0.25 }, "kind": "table", "text": "Financial reconciliation table showing debt components, cash, and net debt calculations for 2023 and 2022.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:19:05.859+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7645b5d7-5571-4f78-a5c2-a39e1b42e771", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Reconciliation of GAAP to Non-GAAP Financial Measures", "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 11:19:05.859+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0cf4e7b7-fc9e-4a19-a296-ee639572d4dd", "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": "a6ddc61e-acba-494b-987c-e4466becabb7", "evidence": "Financial reconciliation table showing debt components, cash, and net debt calculations for 2023 and 2022.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:37:52.322754+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 31, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 4, "to": 4, "label": "Problem", "description": "Increased Member Demand and Operational Excellence Initiatives Driving Continued Growth" }, { "from": 6, "to": 6, "label": "Solution", "description": "Focusing on Membership and Profitability" }, { "from": 10, "to": 10, "label": "Financials", "description": "Q3 2023 Financial Highlights" }, { "from": 16, "to": 16, "label": "Market Size", "description": "SHCO: The Only Global Membership Platform" } ], "loops": [ { "from": 4, "to": 10, "label": "Cost Of Inaction", "description": "Highlighting the importance of operational excellence and growing member demand" }, { "from": 6, "to": 16, "label": "Quick Win Big Bet", "description": "Emphasizing the unique value proposition of Soho House & Co Inc.'s membership platform" } ] }