Kinnevik | Investor Day Presentation Deck | 64 slides

Kinnevik · 2024-10
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

64
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Humble Origins
02
other
Open slide detailBeat · Humble Origins
03
front_matter
Open slide detailBeat · Humble Origins
04
The slide is split into two sections: 'Kinnevik Team' and 'Our Founders & Leaders'.introduce_nominees
Open slide detailBeat · Humble Origins
05
filler
Open slide detailBeat · Humble Origins
06
The slide features a prominent red arch graphic behind the title text.front_matter
Open slide detailBeat · Early StrugglesLoop · Logic Chain
07
The slide uses a dark, atmospheric background image of Stockholm (Gamla Stan) with a white decorative border.establish_context
Open slide detailBeat · Early StrugglesLoop · Logic Chain
08
The chart uses a bar-vertical format to show the shift in portfolio composition over time.summarize
Open slide detailBeat · Early StrugglesLoop · Logic Chain
09
The chart uses a bridge/waterfall structure to reconcile the starting and ending NAV.show_valuation_bridge
Open slide detailBeat · Early StrugglesLoop · Logic Chain
10
The slide uses a visual contrast between active categories (colored bars) and discontinued categories (faded text/bars) to explain strategic refocusing.diagnose_problem
Open slide detailBeat · Early StrugglesLoop · Logic Chain
11
Core 5 Companies are Cityblock, Mews, Pleo, Spring Health, TravelPerk. As at Q3 2024 unless otherwise stated.summarize
Open slide detailBeat · Rising SuccessLoop · Logic Chain
12
The slide uses a three-column layout to categorize the firm's investment strategy.summarize
Open slide detailBeat · Rising SuccessLoop · Logic Chain
13
The slide uses a consistent card-based layout with imagery, company names, investment dates, and brief descriptions.summarize
Open slide detailBeat · Rising SuccessLoop · Logic Chain
14
The slide highlights the strategic advantage of holding onto high-performing assets rather than exiting early.summarize
Open slide detailBeat · Rising SuccessLoop · Logic Chain
15
The slide uses a card-based layout to present portfolio companies, categorized by their business focus.present_framework
Open slide detailBeat · Rising SuccessLoop · Logic Chain
16
The central intersection contains the Kinnevik logo (palm tree).frame_situation
Open slide detailBeat · Rising SuccessLoop · Logic Chain
17
The slide uses a high-contrast red background with a white border and a small logo at the bottom center.establish_context
Open slide detailBeat · Rising SuccessLoop · Logic Chain
18
The slide uses a four-column layout with thematic imagery and icons to represent strategic pillars.present_framework
Open slide detailBeat · Rising SuccessLoop · Logic Chain
19
Uses a 'coiled spring' metaphor to describe market recovery potential.analyze_data
Open slide detailBeat · Rising SuccessLoop · Logic Chain
20
The chart shows a 50% drop in US Venture Capital Deal Volume from peak to Q2 '24.summarize
Open slide detailBeat · Rising SuccessLoop · Logic Chain
21
The slide uses a 'Valuations' header and a stylized chart showing a 75% decline in BVP Cloud Index metrics.summarize
Open slide detailBeat · The Breakthrough
22
The chart illustrates a 85% decline in US Venture Capital exits from Q4 '20 to Q2 '24.analyze_data
Open slide detailBeat · The Breakthrough
23
The slide uses a framed aesthetic with a red background and a hand-drawn style font for the quote.establish_context
Open slide detailBeat · The Breakthrough
24
The chart tracks the movement of portfolio companies' financial profiles over time, highlighting a reduction in risk.analyze_data
Open slide detailBeat · The Breakthrough
25
The chart uses a rolling LTM (Last Twelve Months) percentage share. The red segment represents core companies and selected ventures.analyze_data
Open slide detailBeat · The Breakthrough
26
The slide uses a custom visual indicator at the bottom to highlight that >80% of the portfolio is in the first three categories.analyze_data
Open slide detailBeat · The Breakthrough
27
The funnel is visualized as a horizontal bar chart with a curved arrow indicating a <1% conversion rate.analyze_data
Open slide detailBeat · The Breakthrough
28
The slide uses a central hub-and-spoke style diagram to illustrate the value creation process over 5+ years.summarize
Open slide detailBeat · The Breakthrough
29
summarize
Open slide detailBeat · The Breakthrough
30
The slide uses a distinct red background with a white border and a small logo at the bottom center.summarize
Open slide detailBeat · The Breakthrough
31
front_matter
Open slide detailBeat · Ultimate Achievement
32
transition
Open slide detailBeat · Ultimate Achievement
33
quantify_opportunity
Open slide detailBeat · Ultimate Achievement
34
The slide uses a 'before-after' framing to emphasize the growth of these health challenges.frame_problem
Open slide detailBeat · Ultimate Achievement
35
summarize
Open slide detailBeat · Ultimate Achievement
36
The slide uses a timeline-like arrow at the bottom to anchor the market size.size_opportunity
Open slide detailBeat · Ultimate Achievement
37
The chart tracks investment volume in SEKbn across three categories: Virtual Care, Value-Based Care, and Bio.analyze_data
Open slide detailBeat · Ultimate Achievement
38
The slide uses a structured comparison matrix to categorize portfolio companies.present_framework
Open slide detailBeat · Ultimate Achievement
39
Uses a process-flow style layout to show the progression of capital.summarize
Open slide detailBeat · Ultimate Achievement
40
The slide uses a simple, centered text block within a decorative frame to emphasize key performance metrics.summarize
Open slide detailBeat · Ultimate Achievement
41
analyze_data
Open slide detailBeat · Ultimate Achievement
42
The slide contains no text, only a logo and a background image.front_matter
Open slide detailBeat · Ultimate Achievement
43
transition
Open slide detailBeat · Ultimate Achievement
44
Uses a custom diagram to illustrate the relationship between consumer penetration, enterprise penetration, and merchant enablement.frame_situation
Open slide detailBeat · Ultimate Achievement
45
The slide uses a before-after visual style to show penetration growth, with logos representing key players in each sector.analyze_data
Open slide detailBeat · Ultimate Achievement
46
Uses a comparison matrix structure to define investment thesis.present_framework
Open slide detailBeat · Ultimate Achievement
47
The slide uses a 'before-after' comparison for valuation multiples and a process/flow diagram for AI-driven business model shifts.analyze_data
Open slide detailBeat · Ultimate Achievement
48
Uses a pyramid and inverted pyramid to contrast market expansion vs cost reduction.present_framework
Open slide detailBeat · Ultimate Achievement
49
The center of the Venn diagram features the company's palm tree logo.summarize
Open slide detailBeat · Ultimate Achievement
50
The slide uses a nested circle diagram to show funnel-like success metrics. Handwritten-style annotations highlight early-stage entry and software focus.summarize
Open slide detailBeat · Ultimate Achievement
51
Uses a circular cluster visualization to represent market landscape with highlighted portfolio companies.summarize
Open slide detailBeat · Ultimate Achievement
52
The slide highlights the performance of core software assets.analyze_data
Open slide detailBeat · Ultimate Achievement
53
The slide contains no text, only a logo and a background image.front_matter
Open slide detailBeat · Ultimate Achievement
54
transition
Open slide detailBeat · Ultimate Achievement
55
The central intersection highlights the resulting 'Strong Pipeline of Climate Tech Companies'.frame_situation
Open slide detailBeat · Ultimate Achievement
56
The slide uses a three-column layout with thematic imagery to represent each pillar.summarize
Open slide detailBeat · Ultimate Achievement
57
The slide uses a 5-column card layout to define investment criteria.present_framework
Open slide detailBeat · Ultimate Achievement
58
The slide uses a funnel to illustrate the investment selection process.present_solution
Open slide detailBeat · Ultimate Achievement
59
The slide uses a funnel metaphor to visualize the investment selection process.present_framework
Open slide detailBeat · Ultimate Achievement
60
The slide uses a structured table to demonstrate strategic alignment of portfolio companies.analyze_data
Open slide detailBeat · Ultimate Achievement
61
The slide uses a three-column layout to categorize validation sources.illustrate_case
Open slide detailBeat · Ultimate Achievement
62
Uses a map of Sweden as a visual anchor for the scale of emissions.quantify_opportunity
Open slide detailBeat · Ultimate Achievement
63
The slide lists five specific companies: Agreena, Solugen, Stegra, Charm Industrial, and Aira.analyze_data
Open slide detailBeat · Ultimate Achievement
64
The slide is purely visual, likely serving as a section divider or title slide.front_matter
Open slide detailBeat · Ultimate Achievement