{ "schemaVersion": "deck-intelligence.v1", "id": "019de50f-2785-766e-b54d-e0c120d3c8f3", "slug": "e2f13d70e73ea50c4c3893d6be619998", "title": "Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 5 slides", "subtitle": "Tudor, Pickering, Holt & Co · 2018-08", "author": "Tudor, Pickering, Holt & Co", "date": "2018-08-01 00:00:00", "pageCount": 5, "kind": "consulting-deck", "orientation": "landscape", "aspectRatio": 1.3464235, "document": { "id": "019de50f-2785-766e-b54d-e0c120d3c8f3", "slug": "e2f13d70e73ea50c4c3893d6be619998", "title": "Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 5 slides", "rawTitle": "Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 5 slides", "authorId": "tudor-pickering-holt-co", "authorName": "Tudor, Pickering, Holt & Co", "authorDisplay": "Tudor, Pickering, Holt & Co", "kind": { "slug": "consulting-deck", "label": "Consulting deck" }, "sourceType": { "slug": "investment_bank", "label": "Investment bank" }, "fileName": "2018-08__tudor-pickering-holt-co__ib-pitchbook__e2f13d70.pdf", "sourceUrl": "https://www.slidebook.io/company/tudor-pickering-holt-co/presentation/e2f13d70e73ea50c4c3893d6be619998/", "sourceDate": "2018-08-31 00:00:00", "presentationDate": "2018-08-01 00:00:00", "ingestedAt": "2026-05-01 19:41:08.952908+00", "status": "ready", "pageCount": 5, "orientation": "landscape", "aspectRatio": 1.3464235, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": null, "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2018-08__tudor-pickering-holt-co__ib-pitchbook__e2f13d70", "image_width": 1920, "image_format": "jpg", "deck_type_raw": "Investment Banking Pitch Book", "deck_type_slug": "investment-banking", "source_url_pattern": "https://www.slidebook.io/company/{company_slug}/presentation/{deck_id}/" } }, "coverage": { "pageCount": 5, "pagesIndexed": 5, "pagesWithImages": 5, "pagesWithMetadata": 5, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 26, "chartCount": 0, "metricSlides": 0, "toolMatches": 0, "documentToolMatches": 0, "frameworkMatches": 0, "arcMatches": 1, "beatMatches": 3, "loopMatches": 1, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": true, "reviewAvailable": true, "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": "2a533065-a0a7-4b1d-a38c-59d1661c9313", "evidence": "The deck structure and content resemble a Sequoia Pitch, commonly used in investment banking and venture capital.", "isPrimary": true, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:48:54.826264+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 1, "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": 1, "name": "Problem", "beatId": "8bc583b1-6fbf-4cee-b70d-561b27c999ef", "matchId": "2a533065-a0a7-4b1d-a38c-59d1661c9313", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The cover slide 'Project Alpine' likely introduces the problem or context.", "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": 0.7 }, { "to": 2, "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": 2, "name": "Financials", "beatId": "d06414cc-8120-44e7-8c79-68071af965d4", "matchId": "2a533065-a0a7-4b1d-a38c-59d1661c9313", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The 'VWAP Exchange Ratio Analysis' slide indicates a deep dive into financials.", "position": 1, "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": 0.7 }, { "to": 5, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 3, "name": "Solution", "beatId": "86ad5f6a-a466-44d1-a7b9-7b3afe9be42c", "matchId": "2a533065-a0a7-4b1d-a38c-59d1661c9313", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The detailed VWAP calculations and firm disclosure suggest providing a solution and context.", "position": 2, "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": 0.7 } ], "loops": [ { "to": 2, "from": 1, "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": "47498c18-9635-4dbf-9651-6cab413b9eb5", "evidence": "The progression from cover to financial analysis implies a loop of highlighting inaction costs.", "position": 0, "objective": "Highlighting the cost of inaction in Project Alpine", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:48:54.955329+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [], "frameworks": [], "patterns": [] }, "storymakers": null, "score": { "backend": "codex", "scoredAt": "2026-05-02 22:02:09.466+00", "subScores": { "scqa_arc": 20, "action_titles": 12, "mece_structure": 55, "closing_strength": 10, "evidence_quality": 80, "clarity_of_thesis": 35, "production_quality": 60, "visual_storytelling": 50 }, "totalScore": 40, "coveragePct": 100, "explanations": { "scqa_arc": "The deck does not build a Situation-Complication-Question-Answer arc; slides 2-4 function as calculation support rather than a narrated decision path.", "action_titles": "Titles are mostly topic labels rather than insight sentences, for example slide 2 is titled \"VWAP Exchange Ratio Analysis\" instead of stating the resulting exchange-ratio implication.", "mece_structure": "The pages are logically grouped as cover, summary analysis, supporting AMGP detail, supporting AM detail, and disclosure, but the structure is not collectively exhaustive because it omits decision criteria, recommendation, and risks.", "closing_strength": "The deck ends on slide 5 with firm information and disclosures rather than a recommendation, call to action, or next-step decision.", "evidence_quality": "The main quantitative claim is well supported by detailed VWAP tables, look-back periods, Series B adjustments, and premium assumptions on slides 2-4.", "clarity_of_thesis": "The first five slides identify Project Alpine and a VWAP exchange-ratio workstream, but no declarative deal thesis or recommendation appears on slides 1-5.", "production_quality": "Production appears disciplined for a banking appendix, with consistent confidential callouts and tabular detail, but weak action-title density and limited synthesis reduce Storymakers polish.", "visual_storytelling": "The table-heavy format is appropriate for VWAP substantiation on slides 2-4, but the deck lacks synthesis visuals, callout hierarchy, or a big-number takeaway to turn the analysis into a story." }, "slidesAnalyzed": 5 }, "review": { "backend": "claude", "verdict": "A 5-page banker workpaper excerpt — methodologically clean but a non-example as a Storymakers deck because it has no narrative, no action titles, and no resolution.", "reviewedAt": "2026-05-03 03:06:44.446+00", "slidesSeen": 5, "suggestions": [ "Rewrite slide 2 title as a declarative insight, e.g. 'Blended VWAP supports an exchange ratio of X.XXx, a Y% premium to spot'", "Insert a one-page executive summary before slide 2 stating the situation (AMGP/AM combination), the question (fair exchange ratio), and the recommended answer", "Move slides 3-4 explicitly behind an 'Appendix' divider so the main narrative ends on a recommendation, not on backup tables", "Add a closing 'Recommended next steps' slide before the disclosure so the deck resolves rather than trails off" ], "closingScore": 15, "openingScore": 30, "topStrengths": [ "Slide 2 is internally rigorous — it shows two look-back periods, Series B adjustments, and a 10% premium, which is methodologically transparent", "Appendix slides 3-4 provide full audit-trail backup for the headline ratio, supporting credibility" ], "topWeaknesses": [ "No action titles anywhere — all five titles are nouns ('Analysis', 'Calculation Detail', 'About The Firm')", "No narrative spine: the deck never states the deal context, the recommendation, or the implied exchange ratio takeaway", "Closes on a disclosure page (slide 5) rather than a recommendation or next-steps slide" ], "narrativeScore": 25, "pillarCritique": "There are no section dividers or pillars; the structure is cover → analysis → two appendix backups → disclosure, which is a topic dump rather than a MECE decomposition of an argument.", "closingCritique": "The deck ends on slide 4 (an AM VWAP appendix table) and slide 5 (firm bio + legal disclosure) — there is no recommendation, no next steps, and no memorable close. It literally trails off into a disclaimer.", "openingCritique": "Slide 1 is a bare 'Project Alpine' code-name cover with no thesis, stakes, or transaction context, and slide 2 jumps straight into a VWAP exchange ratio table without a 'so what.' A reader has no idea what is being recommended within the first 3 slides.", "extractionSeconds": 52.334, "narrativeCritique": "This is a 5-page analytical excerpt, not a story arc — slides 2-4 are VWAP tables and slide 5 is a disclosure, with no Situation, Complication, or Resolution framing. The deck is a workpaper extract; the SCQA acts are entirely absent.", "titleQualityScore": 25, "titleQualityCritique": "Every title is a topic label, not an action title — 'VWAP Exchange Ratio Analysis' and 'VWAP Calculation Detail - AMGP' describe content, not insight. None state what the exchange ratio implies or what the banker recommends." }, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/31H2YmZQeV3EPoX11YTXuU-jwI6G9B63teTVibKW2kA/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9lMmYxM2Q3MGU3M2VhNTBjNGMzODkzZDZiZTYxOTk5OC9wMDAxLmpwZw", "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": 20, "componentCount": 5, "textChars": 117, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:37:50.758+00", "seconds": 4.303, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50f-2785-766e-b54d-e0c120d3c8f3/1", "deck": "/decks/019de50f-2785-766e-b54d-e0c120d3c8f3", "deckAnchor": "/decks/019de50f-2785-766e-b54d-e0c120d3c8f3#slide-1", "deckJson": "/decks/019de50f-2785-766e-b54d-e0c120d3c8f3.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.18, "x": 0.805, "y": 0.015 }, "kind": "callout", "text": "CONFIDENTIAL DRAFT SUBJECT TO CHANGE", "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 10:37:50.758+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0f8c8985-037f-4f71-9b9d-9ffa31f94521", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.245, "x": 0.745, "y": 0.935 }, "kind": "image", "text": "TUDORPICKERING HOLT & CO", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:37:50.758+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2d9e4b73-f77a-453b-bd2a-83f0b9ccea2e", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.18, "x": 0.41, "y": 0.605 }, "kind": "paragraph", "text": "August 31, 2018", "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 10:37:50.758+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "01fbe09a-b4d5-48c8-a5d1-90d14f950588", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.375, "y": 0.47 }, "kind": "title", "text": "Project Alpine", "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 10:37:50.758+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e21ada00-5475-4b1c-b6c7-14337a9a5e89", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.35, "y": 0.525 }, "kind": "title", "text": "VWAP Exchange Ratio Analysis", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:37:50.758+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "517a5831-4ec7-499a-ac3b-03e8beb0865f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 1, "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": 1, "name": "Problem", "beatId": "8bc583b1-6fbf-4cee-b70d-561b27c999ef", "matchId": "2a533065-a0a7-4b1d-a38c-59d1661c9313", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The cover slide 'Project Alpine' likely introduces the problem or context.", "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": 0.7 } ], "loops": [ { "to": 2, "from": 1, "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": "47498c18-9635-4dbf-9651-6cab413b9eb5", "evidence": "The progression from cover to financial analysis implies a loop of highlighting inaction costs.", "position": 0, "objective": "Highlighting the cost of inaction in Project Alpine", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:48:54.955329+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "thumbSrc": "https://imgproxy.kitesheet.com/eV4wKGiM0ojHWaJxjzby_v_paSs7cAOMW5jSCzoQwU8/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9lMmYxM2Q3MGU3M2VhNTBjNGMzODkzZDZiZTYxOTk5OC9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/gO5Tj69e1LMBoHCEix_Dce8yBqozi5rA2GAZ7DiJOec/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9lMmYxM2Q3MGU3M2VhNTBjNGMzODkzZDZiZTYxOTk5OC9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/m-rsFKkF8oGWaqe4jk4Kp28ufMiKJ_4lY050GfG_Jwk/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9lMmYxM2Q3MGU3M2VhNTBjNGMzODkzZDZiZTYxOTk5OC9wMDAxLnBuZw" }, { "page": 2, "type": "analysis", "title": "The slide compares two different look-back periods for VWAP to determine an exchange ratio, incorporating adjustments for Series B shares and a 10% premium.", "function": "analyze_data", "rawType": "financial_analysis", "block": null, "metadata": { "slideType": "financial_analysis", "slideTypeCanon": { "name": "Financial analysis", "slug": "financial_analysis", "status": "active", "canonId": "019de52d-0b45-709c-bfcc-0cf83dd00f13", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 39, "componentCount": 6, "textChars": 186, "nDataPoints": 30, "notes": "The slide compares two different look-back periods for VWAP to determine an exchange ratio, incorporating adjustments for Series B shares and a 10% premium.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:37:49.599+00", "seconds": 3.078, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50f-2785-766e-b54d-e0c120d3c8f3/2", "deck": "/decks/019de50f-2785-766e-b54d-e0c120d3c8f3", "deckAnchor": "/decks/019de50f-2785-766e-b54d-e0c120d3c8f3#slide-2", "deckJson": "/decks/019de50f-2785-766e-b54d-e0c120d3c8f3.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.18, "x": 0.8, "y": 0.01 }, "kind": "callout", "text": "CONFIDENTIAL DRAFT SUBJECT TO CHANGE", "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 10:37:49.599+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c28cbf5b-d071-49c2-9af5-9dd37a31c30e", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.25, "x": 0.02, "y": 0.97 }, "kind": "source-note", "text": "Source: Company filings, FactSet as of 8/30/2018.", "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 10:37:49.599+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "72f0523d-d36c-4ac8-8676-169918b57453", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.18, "x": 0.41, "y": 0.82 }, "kind": "table", "text": "Current Spot XR 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 10:37:49.599+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0781aeda-3e84-4e4c-a86d-ad7251f904e3", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.33, "x": 0.53, "y": 0.13 }, "kind": "table", "text": "20-Day VWAP Analysis 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 10:37:49.599+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "691dd749-0618-4e23-b47a-d36d66a6e5ea", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.33, "x": 0.13, "y": 0.13 }, "kind": "table", "text": "30-Day VWAP Analysis 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 10:37:49.599+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ce5d8457-f0ae-4acf-8a58-02242f029556", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.05, "y": 0.04 }, "kind": "title", "text": "VWAP Exchange Ratio Analysis", "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 10:37:49.599+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d91ba99e-c031-4b56-8d9f-aa9394b7e421", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 2, "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": 2, "name": "Financials", "beatId": "d06414cc-8120-44e7-8c79-68071af965d4", "matchId": "2a533065-a0a7-4b1d-a38c-59d1661c9313", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The 'VWAP Exchange Ratio Analysis' slide indicates a deep dive into financials.", "position": 1, "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": 0.7 } ], "loops": [ { "to": 2, "from": 1, "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": "47498c18-9635-4dbf-9651-6cab413b9eb5", "evidence": "The progression from cover to financial analysis implies a loop of highlighting inaction costs.", "position": 0, "objective": "Highlighting the cost of inaction in Project Alpine", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:48:54.955329+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 3, "type": "analysis", "title": "Includes source attribution and confidential draft watermark.", "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": 32, "componentCount": 5, "textChars": 187, "nDataPoints": 240, "notes": "Includes source attribution and confidential draft watermark.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:37:48.979+00", "seconds": 2.432, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50f-2785-766e-b54d-e0c120d3c8f3/3", "deck": "/decks/019de50f-2785-766e-b54d-e0c120d3c8f3", "deckAnchor": "/decks/019de50f-2785-766e-b54d-e0c120d3c8f3#slide-3", "deckJson": "/decks/019de50f-2785-766e-b54d-e0c120d3c8f3.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.18, "x": 0.8, "y": 0.02 }, "kind": "callout", "text": "CONFIDENTIAL DRAFT SUBJECT TO CHANGE", "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 10:37:48.979+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1fa3b96f-220e-492c-a72e-875eba8c24f6", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.25, "x": 0.01, "y": 0.97 }, "kind": "source-note", "text": "Source: Company filings, FactSet as of 8/30/2018.", "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 10:37:48.979+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6ca25260-b7aa-42e7-8640-551c46b38ee6", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.32, "x": 0.58, "y": 0.19 }, "kind": "table", "text": "20-Day VWAP Calculation Detail 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 10:37:48.979+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8df71bc3-1338-418e-b8ff-561558faa6ec", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.32, "x": 0.09, "y": 0.19 }, "kind": "table", "text": "30-Day VWAP Calculation Detail 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 10:37:48.979+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b367f974-2dab-4c58-aecd-cbb449efbad7", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "VWAP Calculation Detail - AMGP", "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 10:37:48.979+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f562d56b-ff4e-49cb-b250-6f6662a9953e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 5, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 3, "name": "Solution", "beatId": "86ad5f6a-a466-44d1-a7b9-7b3afe9be42c", "matchId": "2a533065-a0a7-4b1d-a38c-59d1661c9313", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The detailed VWAP calculations and firm disclosure suggest providing a solution and context.", "position": 2, "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": 0.7 } ], "loops": [], "locked": true }, { "page": 4, "type": "analysis", "title": "Contains two tables with daily stock price, volume, total traded value, and daily VWAP.", "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": 32, "componentCount": 5, "textChars": 185, "nDataPoints": 240, "notes": "Contains two tables with daily stock price, volume, total traded value, and daily VWAP.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:37:49.116+00", "seconds": 2.463, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50f-2785-766e-b54d-e0c120d3c8f3/4", "deck": "/decks/019de50f-2785-766e-b54d-e0c120d3c8f3", "deckAnchor": "/decks/019de50f-2785-766e-b54d-e0c120d3c8f3#slide-4", "deckJson": "/decks/019de50f-2785-766e-b54d-e0c120d3c8f3.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.18, "x": 0.8, "y": 0.02 }, "kind": "callout", "text": "CONFIDENTIAL DRAFT SUBJECT TO CHANGE", "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 10:37:49.116+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "296593cb-c53e-48ce-9026-d598244ba683", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.25, "x": 0.01, "y": 0.97 }, "kind": "source-note", "text": "Source: Company filings, FactSet as of 8/30/2018.", "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 10:37:49.116+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "99dd1879-0e49-4d31-bcf0-e5f6c0b6ea77", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.36, "x": 0.58, "y": 0.19 }, "kind": "table", "text": "20-Day VWAP Calculation Detail 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 10:37:49.116+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3daaea06-644b-4981-91f7-9ab97db74373", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.36, "x": 0.09, "y": 0.19 }, "kind": "table", "text": "30-Day VWAP Calculation Detail 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 10:37:49.116+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b81a039e-a7e9-4851-bb17-b8f09bc86ace", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "VWAP Calculation Detail - AM", "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 10:37:49.116+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c1a45d29-9394-4767-b3eb-4350f79a87af", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 5, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 3, "name": "Solution", "beatId": "86ad5f6a-a466-44d1-a7b9-7b3afe9be42c", "matchId": "2a533065-a0a7-4b1d-a38c-59d1661c9313", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The detailed VWAP calculations and firm disclosure suggest providing a solution and context.", "position": 2, "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": 0.7 } ], "loops": [], "locked": true }, { "page": 5, "type": "appendix", "function": "appendix", "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": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "balanced", "densityScore": 31, "componentCount": 5, "textChars": 386, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:37:49.031+00", "seconds": 2.425, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50f-2785-766e-b54d-e0c120d3c8f3/5", "deck": "/decks/019de50f-2785-766e-b54d-e0c120d3c8f3", "deckAnchor": "/decks/019de50f-2785-766e-b54d-e0c120d3c8f3#slide-5", "deckJson": "/decks/019de50f-2785-766e-b54d-e0c120d3c8f3.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.18, "x": 0.8, "y": 0.02 }, "kind": "callout", "text": "CONFIDENTIAL DRAFT SUBJECT TO CHANGE", "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 10:37:49.031+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "059ef7be-e1d5-4e8d-94b6-58534e3ed28a", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.4, "x": 0.54, "y": 0.2 }, "kind": "disclaimer", "text": "Tudor, Pickering, Holt & Co. does not provide accounting, tax or legal advice. In addition, we mutually agree that, subject to applicable law, you...", "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 10:37:49.031+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "429268d2-82d4-49f9-89c9-ffd9b238ea0a", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.4, "x": 0.05, "y": 0.32 }, "kind": "paragraph", "text": "Tudor, Pickering, Holt & Co. is an integrated energy investment and merchant bank, providing high quality advice and services to institutional and corporate clients...", "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 10:37:49.031+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "74929f7e-eaba-4233-8fa6-01ded600f4f2", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.54, "y": 0.15 }, "kind": "title", "text": "Disclosure Statement", "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 10:37:49.031+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4ec496a3-f6c8-461f-b704-d9237282bb3e", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.05, "y": 0.27 }, "kind": "title", "text": "About The Firm", "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 10:37:49.031+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "de198e4e-ec85-47ac-962f-46f6edd4a3f9", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 5, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 3, "name": "Solution", "beatId": "86ad5f6a-a466-44d1-a7b9-7b3afe9be42c", "matchId": "2a533065-a0a7-4b1d-a38c-59d1661c9313", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The detailed VWAP calculations and firm disclosure suggest providing a solution and context.", "position": 2, "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": 0.7 } ], "loops": [], "locked": true } ], "arcBeats": [ { "from": 1, "to": 1, "label": "Problem", "description": "The cover slide 'Project Alpine' likely introduces the problem or context." }, { "from": 2, "to": 2, "label": "Financials", "description": "The 'VWAP Exchange Ratio Analysis' slide indicates a deep dive into financials." }, { "from": 3, "to": 5, "label": "Solution", "description": "The detailed VWAP calculations and firm disclosure suggest providing a solution and context." } ], "loops": [ { "from": 1, "to": 2, "label": "Cost Of Inaction", "description": "Highlighting the cost of inaction in Project Alpine" } ] }