{ "schemaVersion": "deck-intelligence.v1", "id": "019de513-4ae8-72a2-89a5-33f4ddefcdf6", "slug": "5d86b2f0e47af2996d7ac58051155405", "title": "Toast | Results Presentation Deck | 25 slides", "subtitle": "Toast · 2022-05", "author": "Toast", "date": "2022-05-01 00:00:00", "pageCount": 25, "kind": "conference-presentation", "orientation": "landscape", "aspectRatio": 1.7777778, "document": { "id": "019de513-4ae8-72a2-89a5-33f4ddefcdf6", "slug": "5d86b2f0e47af2996d7ac58051155405", "title": "Toast | Results Presentation Deck | 25 slides", "rawTitle": "Toast | Results Presentation Deck | 25 slides", "authorId": "toast", "authorName": "Toast", "authorDisplay": "Toast", "kind": { "slug": "conference-presentation", "label": "Conference presentation" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2022-05__toast__results__5d86b2f0.pdf", "sourceUrl": "https://www.slidebook.io/company/toast/presentation/5d86b2f0e47af2996d7ac58051155405/", "sourceDate": "2022-03-31 00:00:00", "presentationDate": "2022-05-01 00:00:00", "ingestedAt": "2026-05-01 19:45:40.156218+00", "status": "ready", "pageCount": 25, "orientation": "landscape", "aspectRatio": 1.7777778, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "software-infrastructure", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2022-05__toast__results__5d86b2f0", "image_width": 1920, "image_format": "jpg", "deck_type_raw": "Results Presentation Deck", "deck_type_slug": null, "source_url_pattern": "https://www.slidebook.io/company/{company_slug}/presentation/{deck_id}/" } }, "coverage": { "pageCount": 25, "pagesIndexed": 25, "pagesWithImages": 25, "pagesWithMetadata": 25, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 116, "chartCount": 12, "metricSlides": 0, "toolMatches": 11, "documentToolMatches": 0, "frameworkMatches": 5, "arcMatches": 1, "beatMatches": 5, "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": "44c78854-212e-4207-a614-6e3bd33e1c2c", "evidence": "The deck includes slides on market sizing, financial results, and key messages, similar to a Sequoia Pitch structure.", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 23:01:22.681356+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 6, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 6, "name": "Problem", "beatId": "b3aea00f-e801-435c-854d-45047b3823f7", "matchId": "44c78854-212e-4207-a614-6e3bd33e1c2c", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The slide 'Restaurants are Complex Businesses' presents a problem statement.", "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": 5, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 5, "name": "Market Size", "beatId": "f0321b44-163e-4691-bf74-4a997b46c6dd", "matchId": "44c78854-212e-4207-a614-6e3bd33e1c2c", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "The slide 'The Restaurant Industry Is One Of The Largest Industries In U.S. And Globally' highlights the market size.", "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": 0.8 }, { "to": 7, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 7, "name": "Solution", "beatId": "c5bd1da7-177e-4fc1-abab-73a33d352658", "matchId": "44c78854-212e-4207-a614-6e3bd33e1c2c", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The slide 'Better Together: We Benefit the Entire Restaurant Ecosystem' presents a solution.", "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": 0.8 }, { "to": 20, "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": 11, "name": "Financials", "beatId": "268ae0ad-3c9d-45f2-9e79-db282f5bed24", "matchId": "44c78854-212e-4207-a614-6e3bd33e1c2c", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 11-20 present various financial metrics and growth trajectories.", "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 }, { "to": null, "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": null, "name": "Not explicitly mentioned", "beatId": "df73bf1c-759b-479a-86cb-89f6e6345f12", "matchId": "44c78854-212e-4207-a614-6e3bd33e1c2c", "beatType": { "name": "Team", "slug": "sequoia-pitch-team", "status": "active", "canonId": "019dd9b8-23c9-746f-aaf9-2f5d83892cf3", "version": 1, "description": null }, "evidence": null, "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 7, "from": 6, "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": "1a799c42-2d51-4be0-acef-4ddf59fc6be9", "evidence": "The problem statement and solution slides imply a cost of inaction.", "position": 0, "objective": "What are the consequences of not using Toast's platform?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:01:22.92501+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 5, "from": 4, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null, "categoryName": "Urgency", "categorySlug": "urgency" }, "matchId": "d5cac8ae-685a-46eb-9d42-a83fffbc02d0", "evidence": "The executive summary and market sizing slides suggest a timely opportunity.", "position": 1, "objective": "Why is now the right time for Toast's growth?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:01:22.965525+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": "f368db5e-dc38-442f-be5e-ec916cdf9adf", "evidence": "First Quarter 2022 Financial Results", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:30:17.434188+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": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "08b4c9c5-1a8d-4033-a5d7-c752b77a070b", "evidence": "Differentiated Product Offering: Cloud-based, all-in-one digital technology platform with integrated payment processing", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:30:17.585208+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "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": "d34f8bc3-7931-4618-afe7-768a59595905", "evidence": "list/bullet: Differentiated Product Offering...", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:30:17.623497+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "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": "b748cd51-f825-4421-9bcf-97f45b7e0340", "evidence": "list/bullet: Higher tips, better employee experience; Improved service quality; Memorable & tailored experiences; Greater sales, Increased loyalty; Lower turnover, improved operational efficiency; Improved wage & benefit", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 03:44:34.494344+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": "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": "c0fcbd78-4562-4a80-a81c-bee7a696b420", "evidence": "list/bullet: 3 Base Products: Point of Sale, Toast Hardware, Payment Processing", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 03:44:34.596819+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "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": "f5a90881-c41e-4a00-a458-06f734aca26e", "evidence": "list/bullet: Point of Sale, Digital Ordering & Delivery, Team Management, Fintech Products, Restaurant Operations, Marketing & Loyalty, Platform & Insights", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 03:44:34.562925+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Chartjunk Elimination", "slug": "chartjunk-elimination", "status": "active", "bestFor": null, "canonId": "019dd956-b49e-7453-ab01-b60f338eeda1", "version": 1, "bodyDocId": null, "description": "Remove decorative elements that don't convey data: 3D effects, shadows, unnecessary gridlines", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "118f8fc9-3d40-4b09-b818-4ca1c93c389c", "evidence": "Concentric circles representing market sizes", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:44:34.665849+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "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": "763d7c8f-d34f-486f-a3ba-8a9c89b5e2cb", "evidence": "list/bullet: Hyper-localized go-to-market motion", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 03:44:34.736461+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "c671beb1-bf17-4b1f-bb53-dab9853475ab", "evidence": "This is a cover slide with a title and disclaimer.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:44:33.534629+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": "Flywheel", "slug": "flywheel", "status": "active", "bestFor": null, "canonId": "019de52d-1ad8-75ab-9027-a40365590152", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "300ee3ec-4100-431b-9d3f-7a1a0ced9f31", "evidence": "Flywheel Effect: As penetration in a market increases, inbound bookings accelerate driving higher productivity and efficiency", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:30:18.235257+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Network Effects Flywheel", "slug": "network-effects-flywheel", "status": "active", "bestFor": null, "canonId": "79fa8d3e-ef02-4ee8-ad12-f8e00a25cca1", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "aafbf828-5b52-40cd-91ef-1b93f8bea197", "evidence": "Flywheel Effect: As penetration in a market increases, inbound bookings accelerate driving higher productivity and efficiency", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:30:18.273937+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "82ebbbc5-bff8-46a0-a85d-bf38d62f40c5", "evidence": "Central hub (Toast) connecting to three distinct stakeholder groups.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 09:37:39.177+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "frameworkName": "hub-spoke" }, { "matchId": "b63f2135-48b5-4011-a1f0-344128d0b185", "evidence": "Visual representation of TAM/SAM/SOM hierarchy", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 09:37:42.853+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "frameworkName": "market-sizing" }, { "matchId": "88d85ede-216a-4203-a54e-3b578782b877", "evidence": "Mentions strong network effect that accelerates growth", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 09:37:39.156+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "frameworkName": "network-effects-flywheel" }, { "matchId": "65f39273-9a9d-443b-a7fb-6756ca4ecb23", "evidence": "Categorization of revenue into recurring vs one-time streams.", "framework": null, "confidence": 0.7, "extraction": { "at": "2026-05-02 09:37:39.546+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "frameworkName": "revenue-model-categorization" }, { "matchId": "22d67ae6-67de-4f41-a771-91885f0a1986", "evidence": "Explicit mention of 'Flywheel Effect' and description of accelerating inbound bookings.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 09:37:41.926+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "frameworkName": "flywheel" } ], "patterns": [] }, "storymakers": null, "score": null, "review": null, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "title": "Features Toast logo and a lifestyle photo of a customer and employee in a restaurant setting.", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/KUrxEGqemeIDct-XXelYCceICTwdg9FAIwuZPiAKBfQ/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy81ZDg2YjJmMGU0N2FmMjk5NmQ3YWM1ODA1MTE1NTQwNS9wMDAxLmpwZw", "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": 10, "componentCount": 3, "textChars": 41, "nDataPoints": 0, "notes": "Features Toast logo and a lifestyle photo of a customer and employee in a restaurant setting.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:37:40.641+00", "seconds": 4.663, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-4ae8-72a2-89a5-33f4ddefcdf6/1", "deck": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6", "deckAnchor": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6#slide-1", "deckJson": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.14, "x": 0.101, "y": 0.128 }, "kind": "image", "text": "Toast", "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 09:37:40.641+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8ab46cd2-bf7a-4e30-b108-10d720ed3f1c", "parentComponentId": null }, { "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 09:37:40.641+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "280ca8a2-ac52-4da7-9558-6819368259c3", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.101, "y": 0.208 }, "kind": "title", "text": "First Quarter 2022 Financial Results", "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 09:37:40.641+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4aef9f3f-4eef-4257-85ff-e2a19d0ceb12", "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": "f368db5e-dc38-442f-be5e-ec916cdf9adf", "evidence": "First Quarter 2022 Financial Results", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:30:17.434188+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/GGgHPciLcnykKB5UiODNQL4ER7CFlrD9smt2mifqBHU/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy81ZDg2YjJmMGU0N2FmMjk5NmQ3YWM1ODA1MTE1NTQwNS9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/6PkNNuTC5-Taz7pzqyp2SAyOwBfrF_i4AzBOLVSWQMs/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy81ZDg2YjJmMGU0N2FmMjk5NmQ3YWM1ODA1MTE1NTQwNS9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/ZGqD5PcZAbzsYhWusBpV13D2coRtL0K2nCHAM4t5d3U/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy81ZDg2YjJmMGU0N2FmMjk5NmQ3YWM1ODA1MTE1NTQwNS9wMDAxLnBuZw" }, { "page": 2, "type": "setup", "function": "other", "rawType": "disclaimer", "block": null, "metadata": { "slideType": "disclaimer", "slideTypeCanon": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "019de52d-0801-727b-b98a-5ed095aeee78", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "sparse", "densityScore": 14, "componentCount": 2, "textChars": 183, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:37:38.462+00", "seconds": 2.44, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-4ae8-72a2-89a5-33f4ddefcdf6/2", "deck": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6", "deckAnchor": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6#slide-2", "deckJson": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6.json" }, "components": [ { "bbox": { "h": 0.635, "w": 0.864, "x": 0.103, "y": 0.223 }, "kind": "disclaimer", "text": "This presentation includes certain “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995... [full text omitted for brevity]", "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 09:37:38.462+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d495b01c-8755-4485-844c-02e6440cba32", "parentComponentId": null }, { "bbox": { "h": 0.065, "w": 0.238, "x": 0.103, "y": 0.125 }, "kind": "title", "text": "Disclaimer", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:37:38.462+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b978df8f-deb8-44de-b672-3f24c71d3a5b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "type": "setup", "title": "Includes Toast brand logo and decorative line-art icons.", "function": "establish_context", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "sparse", "densityScore": 14, "componentCount": 3, "textChars": 102, "nDataPoints": 0, "notes": "Includes Toast brand logo and decorative line-art icons.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:37:40.192+00", "seconds": 4.109, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-4ae8-72a2-89a5-33f4ddefcdf6/3", "deck": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6", "deckAnchor": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6#slide-3", "deckJson": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.35, "x": 0.565, "y": 0.17 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:37:40.192+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "de0d17ad-2007-46be-90eb-c8cae703006a", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.35, "x": 0.102, "y": 0.358 }, "kind": "paragraph", "text": "To empower the restaurant community to delight their guests, do what they love, and thrive.", "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 09:37:40.192+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b36f3fec-c7b7-454e-9445-680309e2cd50", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.15, "x": 0.102, "y": 0.128 }, "kind": "title", "text": "Our Mission", "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 09:37:40.192+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c5815154-83a0-4ce2-90ca-4b1673fbb1a6", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 4, "type": "setup", "function": "summarize", "rawType": "executive_summary", "block": null, "metadata": { "slideType": "executive_summary", "slideTypeCanon": { "name": "Executive summary", "slug": "executive_summary", "status": "active", "canonId": "019de52d-06be-73ff-81b3-f99fe7f0025e", "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": 68, "componentCount": 7, "textChars": 463, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:37:38.893+00", "seconds": 2.79, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-4ae8-72a2-89a5-33f4ddefcdf6/4", "deck": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6", "deckAnchor": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6#slide-4", "deckJson": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6.json" }, "components": [ { "bbox": { "h": 0.23, "w": 0.168, "x": 0.8, "y": 0.236 }, "kind": "image", "text": "Restaurant staff interacting with customers", "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 09:37:38.893+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8fae67dd-3529-4671-a45b-f3bb39fdc814", "parentComponentId": null }, { "bbox": { "h": 0.37, "w": 0.168, "x": 0.8, "y": 0.503 }, "kind": "image", "text": "Handheld payment device", "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 09:37:38.893+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a792af9e-1d35-4493-8e9f-07944bd8906a", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.688, "x": 0.102, "y": 0.236 }, "kind": "list", "text": "Large and Growing TAM: Purpose-built for restaurants, one of the largest vertical markets", "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 09:37:38.893+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1957f52d-181e-4792-9776-78e5e908ce3d", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.688, "x": 0.102, "y": 0.415 }, "kind": "list", "text": "Differentiated Product Offering: Cloud-based, all-in-one digital technology platform with integrated payment processing", "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 09:37:38.893+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8f1b018d-7476-49c8-bc5e-28642ffcb18a", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.688, "x": 0.102, "y": 0.594 }, "kind": "list", "text": "Proven Durable Growth at Scale: Experiencing rapid growth at scale", "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 09:37:38.893+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a5705eae-9e0d-4605-a73f-ecf413e14bd9", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.688, "x": 0.102, "y": 0.773 }, "kind": "list", "text": "Healthy Unit Economics: Differentiated and efficient go-to-market engine and customer success strategy", "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 09:37:38.893+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ae74eb85-f8f5-4112-947d-c938bf33c495", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.288, "x": 0.102, "y": 0.125 }, "kind": "title", "text": "Investment 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 09:37:38.893+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "876a8bb1-8f7e-46b0-b207-0ed51ada7113", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "08b4c9c5-1a8d-4033-a5d7-c752b77a070b", "evidence": "Differentiated Product Offering: Cloud-based, all-in-one digital technology platform with integrated payment processing", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:30:17.585208+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "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": "d34f8bc3-7931-4618-afe7-768a59595905", "evidence": "list/bullet: Differentiated Product Offering...", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:30:17.623497+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [ { "to": 5, "from": 4, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "d5cac8ae-685a-46eb-9d42-a83fffbc02d0", "evidence": "The executive summary and market sizing slides suggest a timely opportunity.", "position": 1, "objective": "Why is now the right time for Toast's growth?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:01:22.965525+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 5, "type": "setup", "function": "establish_context", "rawType": "executive_summary", "block": null, "metadata": { "slideType": "executive_summary", "slideTypeCanon": { "name": "Executive summary", "slug": "executive_summary", "status": "active", "canonId": "019de52d-06be-73ff-81b3-f99fe7f0025e", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "dense", "densityScore": 67, "componentCount": 7, "textChars": 335, "nDataPoints": 4, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:37:41.421+00", "seconds": 5.272, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-4ae8-72a2-89a5-33f4ddefcdf6/5", "deck": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6", "deckAnchor": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6#slide-5", "deckJson": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6.json" }, "components": [ { "bbox": { "h": 1, "w": 0.7, "x": 0.3, "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 09:37:41.421+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c26f1d6e-f92d-44a7-8177-d3f36348e518", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.2, "x": 0.77, "y": 0.75 }, "kind": "metric", "text": "11M+ Employees in the US", "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 09:37:41.421+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "13c707e6-90de-4930-995b-dd1f81b26bc6", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.2, "x": 0.77, "y": 0.07 }, "kind": "metric", "text": "860K Locations in the US", "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 09:37:41.421+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3a8f033c-4542-4551-9b28-3ac521bed4dd", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.2, "x": 0.77, "y": 0.53 }, "kind": "metric", "text": "~$800B Annual U.S. Sales in 2021 (~3% of GDP)", "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 09:37:41.421+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "420f68f5-dfeb-4365-ba4f-d4032eb9ebc6", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.2, "x": 0.77, "y": 0.3 }, "kind": "metric", "text": "22M Locations Globally", "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 09:37:41.421+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "44792bdd-1a64-4c6f-8497-42ba322cd7b5", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.5, "x": 0.1, "y": 0.9 }, "kind": "source-note", "text": "1 IBISWorld. 2 Euromonitor International Consumer Foodservice 2021... 3 National Restaurant Association... 4 U.S. Bureau of Labor Statistics...", "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 09:37:41.421+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0e9bf01e-0e4a-4f11-b404-6ce718277d01", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.25, "x": 0.08, "y": 0.3 }, "kind": "title", "text": "The Restaurant Industry Is One Of The Largest Industries In U.S. And Globally", "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 09:37:41.421+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4bc1f2fc-cc64-400c-82d1-8173a19eaf64", "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": 5, "name": "Market Size", "beatId": "f0321b44-163e-4691-bf74-4a997b46c6dd", "matchId": "44c78854-212e-4207-a614-6e3bd33e1c2c", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "The slide 'The Restaurant Industry Is One Of The Largest Industries In U.S. And Globally' highlights the market size.", "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": 0.8 } ], "loops": [ { "to": 5, "from": 4, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "d5cac8ae-685a-46eb-9d42-a83fffbc02d0", "evidence": "The executive summary and market sizing slides suggest a timely opportunity.", "position": 1, "objective": "Why is now the right time for Toast's growth?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:01:22.965525+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 6, "type": "tension", "title": "The slide uses a visual metaphor of a restaurant floor plan to map various business services (Toast platform features) to specific areas of operation.", "function": "frame_problem", "rawType": "problem_statement", "block": null, "metadata": { "slideType": "problem_statement", "slideTypeCanon": { "name": "Problem statement", "slug": "problem_statement", "status": "active", "canonId": "019de52d-0879-768d-bba8-8da8a5a121d4", "version": 1, "description": null }, "function": "frame_problem", "functionCanon": { "name": "Frame problem", "slug": "frame_problem", "status": "active", "canonId": "019de52d-13db-753e-ad70-e9b2d0dab398", "version": 1, "description": null }, "density": "dense", "densityScore": 73, "componentCount": 10, "textChars": 418, "nDataPoints": 0, "notes": "The slide uses a visual metaphor of a restaurant floor plan to map various business services (Toast platform features) to specific areas of operation.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:37:39.229+00", "seconds": 3.006, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-4ae8-72a2-89a5-33f4ddefcdf6/6", "deck": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6", "deckAnchor": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6#slide-6", "deckJson": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.76, "x": 0.12, "y": 0.2 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:37:39.229+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2759f84f-228b-4d80-ba6d-0f1629e98fa5", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.15, "x": 0.475, "y": 0.72 }, "kind": "list", "text": "Waitlists, Reservations, Table Management", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:37:39.229+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0fcebcde-52a2-4a30-aa8d-a3fe79ec3ee7", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.15, "x": 0.185, "y": 0.72 }, "kind": "list", "text": "Takeout, Drive Thru, 1st & 3rd Party Delivery", "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 09:37:39.229+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "29d29680-6950-470d-8483-646afc4d3179", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.15, "x": 0.385, "y": 0.72 }, "kind": "list", "text": "Reporting & Analytics, Accounting", "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 09:37:39.229+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2dd86e92-7d84-4a46-a3ff-f39e3bb6dac1", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.15, "x": 0.105, "y": 0.72 }, "kind": "list", "text": "Integrated Payments, Financial & Loans, Banking Services", "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 09:37:39.229+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "517f4d40-6aec-44a5-904b-e0d68f9a3428", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.15, "x": 0.57, "y": 0.72 }, "kind": "list", "text": "Kitchen Operations, Inventory, Supplier Management", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:37:39.229+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "88edb9e8-6ab7-4166-9757-07a2497b2df4", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.15, "x": 0.665, "y": 0.72 }, "kind": "list", "text": "Point of Sale, Kiosk, Time Clock, Mobile Ordering, Scan to Pay", "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 09:37:39.229+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9a08bc5f-e742-418a-8e2b-f433088bc03f", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.15, "x": 0.285, "y": 0.72 }, "kind": "list", "text": "Payroll & HR, Benefits, Scheduling, Insurance, Recruiting", "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 09:37:39.229+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a0683c1b-d35b-4284-af37-a17d7d1f6d7e", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.15, "x": 0.76, "y": 0.72 }, "kind": "list", "text": "Websites, Marketing, Loyalty, Gift Cards", "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 09:37:39.229+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ad21d213-37fd-4e70-a3bd-49cccc1b581a", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.46, "x": 0.102, "y": 0.125 }, "kind": "title", "text": "Restaurants are Complex 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 09:37:39.229+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "68f56836-e02b-4e1f-b3e0-f240dd6f258e", "parentComponentId": null } ], "metrics": [], "tools": [], "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": "Problem", "beatId": "b3aea00f-e801-435c-854d-45047b3823f7", "matchId": "44c78854-212e-4207-a614-6e3bd33e1c2c", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The slide 'Restaurants are Complex Businesses' presents a problem statement.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 7, "from": 6, "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": "1a799c42-2d51-4be0-acef-4ddf59fc6be9", "evidence": "The problem statement and solution slides imply a cost of inaction.", "position": 0, "objective": "What are the consequences of not using Toast's platform?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:01:22.92501+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 7, "type": "setup", "title": "The diagram uses a central Toast logo as the hub, with three spokes representing key stakeholders.", "function": "present_framework", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "present_framework", "functionCanon": { "name": "Present framework", "slug": "present_framework", "status": "active", "canonId": "019de52d-1403-7667-9100-d2ac6709f750", "version": 1, "description": null }, "density": "balanced", "densityScore": 27, "componentCount": 3, "textChars": 309, "nDataPoints": 0, "notes": "The diagram uses a central Toast logo as the hub, with three spokes representing key stakeholders.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:37:39.177+00", "seconds": 2.917, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-4ae8-72a2-89a5-33f4ddefcdf6/7", "deck": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6", "deckAnchor": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6#slide-7", "deckJson": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.6, "x": 0.2, "y": 0.2 }, "kind": "diagram", "text": "Toast ecosystem hub-and-spoke model", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Hub and spoke", "slug": "hub-spoke", "status": "active", "canonId": "019de52d-04db-73e6-81ca-a234f2f23fc1", "version": 1, "description": null }, "framework": null }, "subkind": "hub-spoke", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:37:39.177+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e8615c5c-f6dc-425e-86af-20591b59af11", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "list", "text": "Higher tips, better employee experience; Improved service quality; Memorable & tailored experiences; Greater sales, Increased loyalty; Lower turnover, improved operational efficiency; Improved wage & benefits access", "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 09:37:39.177+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "17c631b8-8192-4854-b5dc-1d9ef3ed19df", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.8, "x": 0.1, "y": 0.1 }, "kind": "title", "text": "Better Together: We Benefit the Entire Restaurant Ecosystem", "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 09:37:39.177+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a514ff81-0cc9-482d-8068-8d936c210659", "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": "b748cd51-f825-4421-9bcf-97f45b7e0340", "evidence": "list/bullet: Higher tips, better employee experience; Improved service quality; Memorable & tailored experiences; Greater sales, Increased loyalty; Lower turnover, improved operational efficiency; Improved wage & benefit", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 03:44:34.494344+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "82ebbbc5-bff8-46a0-a85d-bf38d62f40c5", "evidence": "Central hub (Toast) connecting to three distinct stakeholder groups.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 09:37:39.177+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "frameworkName": "hub-spoke" } ], "arcBeats": [ { "to": 7, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 7, "name": "Solution", "beatId": "c5bd1da7-177e-4fc1-abab-73a33d352658", "matchId": "44c78854-212e-4207-a614-6e3bd33e1c2c", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The slide 'Better Together: We Benefit the Entire Restaurant Ecosystem' presents a solution.", "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": 0.8 } ], "loops": [ { "to": 7, "from": 6, "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": "1a799c42-2d51-4be0-acef-4ddf59fc6be9", "evidence": "The problem statement and solution slides imply a cost of inaction.", "position": 0, "objective": "What are the consequences of not using Toast's platform?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:01:22.92501+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 8, "type": "appendix", "title": "The slide uses a hierarchical structure to show the breadth of the Toast platform.", "function": "present_framework", "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": "present_framework", "functionCanon": { "name": "Present framework", "slug": "present_framework", "status": "active", "canonId": "019de52d-1403-7667-9100-d2ac6709f750", "version": 1, "description": null }, "density": "balanced", "densityScore": 47, "componentCount": 5, "textChars": 321, "nDataPoints": 0, "notes": "The slide uses a hierarchical structure to show the breadth of the Toast platform.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:37:38.699+00", "seconds": 2.291, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-4ae8-72a2-89a5-33f4ddefcdf6/8", "deck": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6", "deckAnchor": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6#slide-8", "deckJson": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.64, "x": 0.18, "y": 0.305 }, "kind": "list", "text": "3 Base Products: Point of Sale, Toast Hardware, Payment Processing", "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 09:37:38.699+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a50fa3a1-8a9b-4b03-80e5-394939c6c484", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.65, "x": 0.175, "y": 0.54 }, "kind": "list", "text": "Point of Sale, Digital Ordering & Delivery, Team Management, Fintech Products, Restaurant Operations, Marketing & Loyalty, Platform & Insights", "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 09:37:38.699+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aaea0ecd-b96e-4d36-96a0-f713c4eb8fda", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.14, "x": 0.43, "y": 0.445 }, "kind": "list", "text": "15+ Elective Products", "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 09:37:38.699+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d1ff162f-e00f-4d8f-953a-c3ebcfdd4568", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.21, "x": 0.395, "y": 0.22 }, "kind": "paragraph", "text": "Full Suite of Toast Products. Continued Runway for Growth", "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 09:37:38.699+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "20856498-0ddb-4732-996f-68e22b277d4d", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.375, "x": 0.102, "y": 0.125 }, "kind": "title", "text": "The Toast Platform: Better Together", "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 09:37:38.699+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b4f7dc60-3827-4e32-ac63-e7c5016a20d8", "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": "f5a90881-c41e-4a00-a458-06f734aca26e", "evidence": "list/bullet: Point of Sale, Digital Ordering & Delivery, Team Management, Fintech Products, Restaurant Operations, Marketing & Loyalty, Platform & Insights", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 03:44:34.562925+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "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": "c0fcbd78-4562-4a80-a81c-bee7a696b420", "evidence": "list/bullet: 3 Base Products: Point of Sale, Toast Hardware, Payment Processing", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 03:44:34.596819+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 9, "type": "resolution", "title": "Uses a concentric circle diagram to illustrate market penetration.", "function": "size_opportunity", "rawType": "market_sizing", "block": null, "metadata": { "slideType": "market_sizing", "slideTypeCanon": { "name": "Market sizing", "slug": "market_sizing", "status": "active", "canonId": "019de52d-08c8-756c-8664-733b73a7ee7b", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "dense", "densityScore": 63, "componentCount": 8, "textChars": 205, "nDataPoints": 4, "notes": "Uses a concentric circle diagram to illustrate market penetration.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:37:42.853+00", "seconds": 6.435, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-4ae8-72a2-89a5-33f4ddefcdf6/9", "deck": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6", "deckAnchor": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6#slide-9", "deckJson": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.3, "x": 0.3, "y": 0.3 }, "kind": "chart", "text": "Concentric circles representing market sizes", "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": "Bubble chart", "slug": "bubble", "status": "active", "canonId": "019de52d-00a4-756f-8978-8d5e48905dbc", "version": 1, "description": null }, "framework": null }, "subkind": "bubble", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:37:42.853+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "753d0e60-67b1-4b08-a161-f57976c9198f", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.85, "x": 0.1, "y": 0.85 }, "kind": "disclaimer", "text": "Sources and methodology notes regarding TAM/SAM calculations.", "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 09:37:42.853+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5470e517-e954-4012-83d3-76bb955267b6", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.62, "y": 0.68 }, "kind": "metric", "text": "$0.6B Q1 2022 ARR", "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 09:37:42.853+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "026af6ed-2f74-4cf3-bcb8-ccaa68d8660a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.62, "y": 0.38 }, "kind": "metric", "text": "$110B+ Global TAM", "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 09:37:42.853+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "88adfb3c-33f7-46f0-a7b8-3a0f60ffaa47", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.62, "y": 0.48 }, "kind": "metric", "text": "$55B US TAM", "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 09:37:42.853+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "98223471-1be2-400d-b2df-4d3c281a7a2e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.62, "y": 0.58 }, "kind": "metric", "text": "$15B SAM", "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 09:37:42.853+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e7caf29d-5fdb-445a-be3f-bda4121ab80b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.102, "y": 0.125 }, "kind": "title", "text": "This Is Just The Beginning For Toast", "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 09:37:42.853+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8ec0fcc8-ba5c-4110-a7b4-56d41899c4fc", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.1, "x": 0.397, "y": 0.222 }, "kind": "title", "text": "Massive TAM", "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 09:37:42.853+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c8f2a2b1-ba02-4e05-b387-48bc64366bc4", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chartjunk Elimination", "slug": "chartjunk-elimination", "status": "active", "bestFor": null, "canonId": "019dd956-b49e-7453-ab01-b60f338eeda1", "version": 1, "bodyDocId": null, "description": "Remove decorative elements that don't convey data: 3D effects, shadows, unnecessary gridlines", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "118f8fc9-3d40-4b09-b818-4ca1c93c389c", "evidence": "Concentric circles representing market sizes", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:44:34.665849+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "b63f2135-48b5-4011-a1f0-344128d0b185", "evidence": "Visual representation of TAM/SAM/SOM hierarchy", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 09:37:42.853+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "frameworkName": "market-sizing" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 10, "type": "setup", "title": "The slide uses a mix of strategic pillars and supporting quantitative metrics to validate the GTM approach.", "function": "present_framework", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "present_framework", "functionCanon": { "name": "Present framework", "slug": "present_framework", "status": "active", "canonId": "019de52d-1403-7667-9100-d2ac6709f750", "version": 1, "description": null }, "density": "dense", "densityScore": 60, "componentCount": 5, "textChars": 498, "nDataPoints": 2, "notes": "The slide uses a mix of strategic pillars and supporting quantitative metrics to validate the GTM approach.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:37:39.156+00", "seconds": 2.712, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-4ae8-72a2-89a5-33f4ddefcdf6/10", "deck": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6", "deckAnchor": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6#slide-10", "deckJson": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.55, "x": 0.102, "y": 0.335 }, "kind": "list", "text": "Hyper-localized go-to-market motion\nFocus on building strong customer communities\nImproving sales productivity from increasing category position\nStrong network effect that accelerates growth", "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 09:37:39.156+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "51347c31-aaf8-4d55-8551-36412d9d7702", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.3, "x": 0.598, "y": 0.305 }, "kind": "metric", "text": "Approx. 2/3rd of new locations come through inbound channels", "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 09:37:39.156+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3388621d-e399-45e5-8968-862277cd1be0", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.3, "x": 0.598, "y": 0.615 }, "kind": "metric", "text": "Approx. 1/5th of new locations come from other restaurant / partner referrals", "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 09:37:39.156+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "75c40198-191e-4b00-8557-b47cf7f907b1", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.59, "x": 0.102, "y": 0.945 }, "kind": "source-note", "text": "Note: New locations from inbound channels include organic, paid, field and referral channels, as of LTM (Last Twelve Months) Q1-22.", "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 09:37:39.156+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d3bda992-8707-4dce-aace-c80232b5fd6c", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.439, "x": 0.102, "y": 0.125 }, "kind": "title", "text": "Our Differentiated Go-To-Market Strategy", "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 09:37:39.156+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fd816952-4589-42be-92aa-0c84026e38b0", "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": "763d7c8f-d34f-486f-a3ba-8a9c89b5e2cb", "evidence": "list/bullet: Hyper-localized go-to-market motion", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 03:44:34.736461+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "88d85ede-216a-4203-a54e-3b578782b877", "evidence": "Mentions strong network effect that accelerates growth", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 09:37:39.156+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "frameworkName": "network-effects-flywheel" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 11, "type": "setup", "function": "front_matter", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 6, "componentCount": 2, "textChars": 70, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:37:38.288+00", "seconds": 1.812, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-4ae8-72a2-89a5-33f4ddefcdf6/11", "deck": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6", "deckAnchor": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6#slide-11", "deckJson": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.16, "x": 0.02, "y": 0.95 }, "kind": "disclaimer", "text": "© 2022 Toast, Inc. All Rights Reserved.", "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 09:37:38.288+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "866a1510-1a51-4de2-8e2f-7f0b68c06282", "parentComponentId": null }, { "bbox": { "h": 0.154, "w": 0.414, "x": 0.106, "y": 0.206 }, "kind": "title", "text": "First Quarter Financial Results", "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 09:37:38.288+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "240cc08c-6503-4f3f-933f-feccf5c00827", "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": "c671beb1-bf17-4b1f-bb53-dab9853475ab", "evidence": "This is a cover slide with a title and disclaimer.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:44:33.534629+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": [], "arcBeats": [ { "to": 20, "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": 11, "name": "Financials", "beatId": "268ae0ad-3c9d-45f2-9e79-db282f5bed24", "matchId": "44c78854-212e-4207-a614-6e3bd33e1c2c", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 11-20 present various financial metrics and growth trajectories.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 12, "type": "appendix", "title": "The slide uses a simple 2x2-like grid structure to categorize revenue types.", "function": "present_framework", "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": "present_framework", "functionCanon": { "name": "Present framework", "slug": "present_framework", "status": "active", "canonId": "019de52d-1403-7667-9100-d2ac6709f750", "version": 1, "description": null }, "density": "sparse", "densityScore": 20, "componentCount": 4, "textChars": 55, "nDataPoints": 0, "notes": "The slide uses a simple 2x2-like grid structure to categorize revenue types.", "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:37:39.546+00", "seconds": 2.507, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-4ae8-72a2-89a5-33f4ddefcdf6/12", "deck": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6", "deckAnchor": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6#slide-12", "deckJson": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6.json" }, "components": [ { "bbox": { "h": 0.532, "w": 0.394, "x": 0.303, "y": 0.268 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Icon grid", "slug": "icon-grid", "status": "active", "canonId": "019de52c-fdfe-749d-9990-1db465a3eed4", "version": 1, "description": null }, "framework": null }, "subkind": "icon-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:37:39.546+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4f017869-3018-4943-a40d-e269ae569b6d", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.08, "x": 0.46, "y": 0.57 }, "kind": "paragraph", "text": "One-Time", "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 09:37:39.546+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "58e964f0-fe8d-4472-bceb-4d88e575147f", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.08, "x": 0.46, "y": 0.228 }, "kind": "paragraph", "text": "Recurring", "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 09:37:39.546+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cf55840a-c597-49fa-82f0-e6f866966746", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.535, "x": 0.102, "y": 0.125 }, "kind": "title", "text": "Integrated Software and Payments Model", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:37:39.546+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "db38cce7-ab7d-4b5f-9920-aec19c3a5978", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "65f39273-9a9d-443b-a7fb-6756ca4ecb23", "evidence": "Categorization of revenue into recurring vs one-time streams.", "framework": null, "confidence": 0.7, "extraction": { "at": "2026-05-02 09:37:39.546+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "frameworkName": "revenue-model-categorization" } ], "arcBeats": [ { "to": 20, "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": 11, "name": "Financials", "beatId": "268ae0ad-3c9d-45f2-9e79-db282f5bed24", "matchId": "44c78854-212e-4207-a614-6e3bd33e1c2c", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 11-20 present various financial metrics and growth trajectories.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 13, "type": "analysis", "title": "The chart displays a breakdown of revenue components including Subscription Services, Financial Technology Solutions, Hardware, and Professional Services.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 43, "componentCount": 4, "textChars": 285, "nDataPoints": 20, "notes": "The chart displays a breakdown of revenue components including Subscription Services, Financial Technology Solutions, Hardware, and Professional Services.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:37:39.784+00", "seconds": 2.548, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-4ae8-72a2-89a5-33f4ddefcdf6/13", "deck": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6", "deckAnchor": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6#slide-13", "deckJson": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.398, "x": 0.282, "y": 0.245 }, "kind": "chart", "text": "Total Revenue stacked bar chart", "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": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:37:39.784+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f78dd3ea-752d-474a-b01e-cde68d015f1b", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.25, "x": 0.683, "y": 0.348 }, "kind": "list", "text": "Subscription Services Revenue, Financial Technology Solutions Gross Profit, Financial Technology Solutions COGS, Hardware Revenue, Professional Services Revenue", "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 09:37:39.784+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "05683cdc-226f-4f48-a627-3a6e05ef0f5e", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.507, "x": 0.173, "y": 0.815 }, "kind": "metric", "text": "Y/Y Growth Total Revenue: 42%, 193%, 105%, 111%, 90%", "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 09:37:39.784+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0eb282a2-ff6e-4ff3-94db-5db9d1405e13", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.401, "x": 0.102, "y": 0.128 }, "kind": "title", "text": "Rapid and Sustainable Growth at Scale ($M)", "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 09:37:39.784+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "55be9165-eaa9-48a6-9ce6-4338164c69db", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 20, "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": 11, "name": "Financials", "beatId": "268ae0ad-3c9d-45f2-9e79-db282f5bed24", "matchId": "44c78854-212e-4207-a614-6e3bd33e1c2c", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 11-20 present various financial metrics and growth trajectories.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 14, "type": "analysis", "title": "The slide breaks down ARR into Subscription and Payments components and displays a stacked bar chart showing growth.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 50, "componentCount": 5, "textChars": 247, "nDataPoints": 15, "notes": "The slide breaks down ARR into Subscription and Payments components and displays a stacked bar chart showing growth.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:37:40.036+00", "seconds": 2.718, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-4ae8-72a2-89a5-33f4ddefcdf6/14", "deck": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6", "deckAnchor": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6#slide-14", "deckJson": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.4, "x": 0.53, "y": 0.25 }, "kind": "chart", "text": "Annualized Recurring Run-Rate (ARR) ($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": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:37:40.036+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "29495e43-e58f-4ccb-8b13-58bdd8f6a833", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.4, "x": 0.1, "y": 0.25 }, "kind": "diagram", "text": "Components of Annualized Recurring Run-Rate (ARR)", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:37:40.036+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0a76d5a8-2821-4e53-bd9b-36dd040dd7d2", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.1, "y": 0.95 }, "kind": "disclaimer", "text": "Note: % YoY growth may not tie due to rounding. See Appendix for definition of ARR.", "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 09:37:40.036+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1c93b492-d774-4c4e-8344-69bc394a61b6", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.3, "x": 0.15, "y": 0.75 }, "kind": "metric", "text": "$637M as of 3/31/2022", "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 09:37:40.036+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6c9c68eb-374c-4ac4-8949-f4a77ed2b526", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.101, "y": 0.125 }, "kind": "title", "text": "ARR, our Core Operational Metric, Also Scaling Rapidly", "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 09:37:40.036+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7f7e5a0f-6bdf-495a-8044-76c957dada84", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 20, "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": 11, "name": "Financials", "beatId": "268ae0ad-3c9d-45f2-9e79-db282f5bed24", "matchId": "44c78854-212e-4207-a614-6e3bd33e1c2c", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 11-20 present various financial metrics and growth trajectories.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 15, "type": "analysis", "title": "The chart highlights a record-breaking quarter with over 5,000 net new locations in Q1-22.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 43, "componentCount": 5, "textChars": 148, "nDataPoints": 10, "notes": "The chart highlights a record-breaking quarter with over 5,000 net new locations in Q1-22.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:37:41.135+00", "seconds": 3.398, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-4ae8-72a2-89a5-33f4ddefcdf6/15", "deck": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6", "deckAnchor": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6#slide-15", "deckJson": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.18, "x": 0.66, "y": 0.345 }, "kind": "callout", "text": ">5,000 for the first quarter ever", "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 09:37:41.135+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6f85ef0a-5420-4560-ad76-6e12b178d06e", "parentComponentId": null }, { "bbox": { "h": 0.42, "w": 0.67, "x": 0.165, "y": 0.43 }, "kind": "chart", "text": "Net New Locations", "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 09:37:41.135+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c756c64e-f343-40f8-97f4-253befc97d2f", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.58, "x": 0.21, "y": 0.28 }, "kind": "chart", "text": "Total Locations", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:37:41.135+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3f3a4467-c38a-4778-aa0a-d31fa970bd6a", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.284, "x": 0.358, "y": 0.875 }, "kind": "legend", "text": "Net New Locations | Total Locations", "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 09:37:41.135+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d162c01a-17d0-4232-a56b-69a79bfc1942", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.746, "x": 0.102, "y": 0.125 }, "kind": "title", "text": "New Location Adds Accelerate to Quarterly Record", "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 09:37:41.135+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2a5eb090-a889-47ab-b256-102a690bd474", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 20, "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": 11, "name": "Financials", "beatId": "268ae0ad-3c9d-45f2-9e79-db282f5bed24", "matchId": "44c78854-212e-4207-a614-6e3bd33e1c2c", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 11-20 present various financial metrics and growth trajectories.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 16, "type": "analysis", "title": "The slide uses a line chart for product adoption and a bar chart with a trend arrow for ARPU growth.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 52, "componentCount": 4, "textChars": 494, "nDataPoints": 12, "notes": "The slide uses a line chart for product adoption and a bar chart with a trend arrow for ARPU growth.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:37:40.429+00", "seconds": 2.31, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-4ae8-72a2-89a5-33f4ddefcdf6/16", "deck": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6", "deckAnchor": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6#slide-16", "deckJson": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.35, "x": 0.58, "y": 0.25 }, "kind": "chart", "text": "Subscription ARPU for Bookings Doubled in Two Years", "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 09:37:40.429+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "47e9d11c-d79a-48c4-9cc4-67a2cec7b835", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.35, "x": 0.16, "y": 0.25 }, "kind": "chart", "text": "% of Locations Using 4+ Elective Products", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:37:40.429+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fddfa231-26b4-42c9-9984-9b9e524b611d", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.85, "x": 0.102, "y": 0.91 }, "kind": "source-note", "text": "1Analysis considers products on top of core POS and payment processing. Does not include the full impact of xtraCHEF, which was acquired in June 2021, and certain other early-stage products. Payroll was included as of Q4-21 analysis and shown retroactively. 2Represents average Subscription Services ARPU for all locations booked in each quarter, respectively.", "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 09:37:40.429+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c69cf297-001c-43a4-9206-3353fbd7683d", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.68, "x": 0.102, "y": 0.135 }, "kind": "title", "text": "Strong Subscription ARPU Growth Trajectory", "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 09:37:40.429+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8cc4d3ad-e29d-4125-a9b4-45c8763fb9ba", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 20, "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": 11, "name": "Financials", "beatId": "268ae0ad-3c9d-45f2-9e79-db282f5bed24", "matchId": "44c78854-212e-4207-a614-6e3bd33e1c2c", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 11-20 present various financial metrics and growth trajectories.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 17, "type": "analysis", "title": "The slide includes a disclaimer about rounding in the footer.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 34, "componentCount": 4, "textChars": 170, "nDataPoints": 10, "notes": "The slide includes a disclaimer about rounding in the footer.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:37:41.012+00", "seconds": 2.769, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-4ae8-72a2-89a5-33f4ddefcdf6/17", "deck": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6", "deckAnchor": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6#slide-17", "deckJson": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.7, "x": 0.15, "y": 0.25 }, "kind": "chart", "text": "Gross Payment Volume ($B)", "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 09:37:41.012+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9b06311e-d665-41c7-9351-8e2ef2205048", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.06, "y": 0.94 }, "kind": "disclaimer", "text": "Note: % YoY growth may not tie due to rounding. See Appendix for definition of GPV.", "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 09:37:41.012+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "839ba41d-442e-482a-a0da-36495c2460d6", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.1, "x": 0.08, "y": 0.84 }, "kind": "paragraph", "text": "% YoY Growth:", "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 09:37:41.012+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5f4af06a-ba40-4de1-9b6f-da535129fee8", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.1, "y": 0.12 }, "kind": "title", "text": "GPV Growth Boosted by Strong Customer Performance", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:37:41.012+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "25efc5d9-a436-41f9-8fe7-2b56c0b76d6d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 20, "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": 11, "name": "Financials", "beatId": "268ae0ad-3c9d-45f2-9e79-db282f5bed24", "matchId": "44c78854-212e-4207-a614-6e3bd33e1c2c", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 11-20 present various financial metrics and growth trajectories.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 18, "type": "analysis", "title": "The chart highlights the shift toward recurring revenue profitability while one-time revenue remains a drag.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 58, "componentCount": 5, "textChars": 371, "nDataPoints": 15, "notes": "The chart highlights the shift toward recurring revenue profitability while one-time revenue remains a drag.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:37:40.987+00", "seconds": 2.679, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-4ae8-72a2-89a5-33f4ddefcdf6/18", "deck": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6", "deckAnchor": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6#slide-18", "deckJson": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.2, "x": 0.75, "y": 0.43 }, "kind": "callout", "text": "Attractive gross margin from recurring revenue", "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 09:37:40.987+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "476f53b3-f773-412c-8b87-a3a9f9688492", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.55, "x": 0.15, "y": 0.25 }, "kind": "chart", "text": "Total Non-GAAP Gross Profit ($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": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:37:40.987+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "29a0812f-82d4-4fcf-b8ba-377ae514d341", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.1, "y": 0.94 }, "kind": "disclaimer", "text": "Note: % YoY growth may not tie due to rounding. Recurring includes subscription services and financial technology solutions gross profit. One-time includes hardware and professional services gross loss.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:37:40.987+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7e09a390-ddce-4927-9a88-a73fddaa6dc0", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.55, "x": 0.15, "y": 0.8 }, "kind": "table", "text": "Total Non-GAAP Gross Profit and % YoY Growth metrics by quarter", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:37:40.987+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cb3a8f56-b270-42f6-beca-66609263db14", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.1, "y": 0.12 }, "kind": "title", "text": "Rapid Gross Profit Expansion", "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 09:37:40.987+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dcb653eb-b25c-437a-a12f-10304920ab46", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 20, "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": 11, "name": "Financials", "beatId": "268ae0ad-3c9d-45f2-9e79-db282f5bed24", "matchId": "44c78854-212e-4207-a614-6e3bd33e1c2c", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 11-20 present various financial metrics and growth trajectories.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 19, "type": "analysis", "title": "The slide uses a stacked bar chart to show inbound vs outbound wins and a line chart to show growth trajectories for five different cities.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 83, "componentCount": 7, "textChars": 715, "nDataPoints": 15, "notes": "The slide uses a stacked bar chart to show inbound vs outbound wins and a line chart to show growth trajectories for five different cities.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:37:41.926+00", "seconds": 3.523, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-4ae8-72a2-89a5-33f4ddefcdf6/19", "deck": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6", "deckAnchor": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6#slide-19", "deckJson": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.4, "x": 0.08, "y": 0.38 }, "kind": "chart", "text": "Stacked bar chart showing Inbound vs Outbound wins by customer density", "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": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:37:41.926+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6d9b1d87-c886-4f4d-ace1-6f7a60b8496f", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.42, "x": 0.53, "y": 0.38 }, "kind": "chart", "text": "Line chart showing booking growth per city over time", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:37:41.926+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "57c4fefc-63ba-47da-8514-95e552a149a9", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.06, "y": 0.27 }, "kind": "framework", "text": "Flywheel Effect", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:37:41.926+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7572a782-e994-4bf7-b2f0-c3a8cca6f7dd", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.42, "x": 0.06, "y": 0.27 }, "kind": "paragraph", "text": "Flywheel Effect: As penetration in a market increases, inbound bookings accelerate driving higher productivity and efficiency", "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 09:37:41.926+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2f3285d0-6334-48d4-a589-b5f5bb3fc37b", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.42, "x": 0.55, "y": 0.27 }, "kind": "paragraph", "text": "Proven Scalability: Our GTM approach has proven it efficiently scales across markets, contributing to healthy payback periods", "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 09:37:41.926+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4b984922-6765-415f-a308-2b2a95a35166", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.85, "x": 0.1, "y": 0.95 }, "kind": "source-note", "text": "Note: Customer density defined as Toast locations as of the end of Q1 2022 relative to SMB restaurants locations in a defined territory. Monthly Bookings per 1K TAM defined as the monthly average of locations booked during the period. Based on internal data in select cities.", "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 09:37:41.926+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a3988b1b-1e11-416f-b961-4165c3643c9c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.1, "y": 0.12 }, "kind": "title", "text": "Highly Efficient GTM Approach With Proven Scalability", "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 09:37:41.926+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2dc9b85a-22db-4c0f-9dc9-3f20c07d7a57", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Flywheel", "slug": "flywheel", "status": "active", "bestFor": null, "canonId": "019de52d-1ad8-75ab-9027-a40365590152", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "300ee3ec-4100-431b-9d3f-7a1a0ced9f31", "evidence": "Flywheel Effect: As penetration in a market increases, inbound bookings accelerate driving higher productivity and efficiency", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:30:18.235257+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Network Effects Flywheel", "slug": "network-effects-flywheel", "status": "active", "bestFor": null, "canonId": "79fa8d3e-ef02-4ee8-ad12-f8e00a25cca1", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "aafbf828-5b52-40cd-91ef-1b93f8bea197", "evidence": "Flywheel Effect: As penetration in a market increases, inbound bookings accelerate driving higher productivity and efficiency", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:30:18.273937+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "22d67ae6-67de-4f41-a771-91885f0a1986", "evidence": "Explicit mention of 'Flywheel Effect' and description of accelerating inbound bookings.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 09:37:41.926+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "frameworkName": "flywheel" } ], "arcBeats": [ { "to": 20, "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": 11, "name": "Financials", "beatId": "268ae0ad-3c9d-45f2-9e79-db282f5bed24", "matchId": "44c78854-212e-4207-a614-6e3bd33e1c2c", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 11-20 present various financial metrics and growth trajectories.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 20, "type": "analysis", "title": "The chart illustrates a significant drop in S&M expense as a percentage of revenue starting around Q2-20, followed by a stable trend.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 67, "componentCount": 6, "textChars": 450, "nDataPoints": 2, "notes": "The chart illustrates a significant drop in S&M expense as a percentage of revenue starting around Q2-20, followed by a stable trend.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:37:41.521+00", "seconds": 3.107, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-4ae8-72a2-89a5-33f4ddefcdf6/20", "deck": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6", "deckAnchor": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6#slide-20", "deckJson": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6.json" }, "components": [ { "bbox": { "h": 0.18, "w": 0.15, "x": 0.44, "y": 0.41 }, "kind": "callout", "text": "1Q20 - 1Q22 CAGR: ARR: 76%, Locations: 43%", "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 09:37:41.521+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "38367392-c067-46f0-84ac-0639a47bc971", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.2, "x": 0.69, "y": 0.51 }, "kind": "callout", "text": "Long-Term Expectation: Operating Leverage on S&M expense as we scale", "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 09:37:41.521+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b461bcc3-d07a-4980-b132-5077caf3ddbc", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.45, "x": 0.22, "y": 0.35 }, "kind": "chart", "text": null, "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:37:41.521+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "61c12ee6-bb4e-413c-b97a-05c692e2f527", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.82, "x": 0.09, "y": 0.93 }, "kind": "source-note", "text": "Note: Recurring revenue includes subscription services revenue plus financial technology solutions gross profit.Please refer to our Eamings Release for Q1 2022 for the definition of Non-GAAP Sales and Marketing Expense.", "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 09:37:41.521+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c99b373f-43b5-48fe-b97d-fd924d7cf0cb", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.25, "y": 0.25 }, "kind": "subtitle", "text": "Sales and Marketing Expense (Non-GAAP basis) as a % of Recurring Revenue", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:37:41.521+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1dae3bbb-01fb-4214-9728-dcb000160ae5", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.78, "x": 0.11, "y": 0.14 }, "kind": "title", "text": "Maintaining Efficiency While Driving Rapid 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 09:37:41.521+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ef83e252-32bd-46b1-9e98-c850f8b1eb25", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 20, "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": 11, "name": "Financials", "beatId": "268ae0ad-3c9d-45f2-9e79-db282f5bed24", "matchId": "44c78854-212e-4207-a614-6e3bd33e1c2c", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 11-20 present various financial metrics and growth trajectories.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 21, "type": "appendix", "function": "appendix", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 10, "componentCount": 3, "textChars": 47, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:37:40.453+00", "seconds": 1.961, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-4ae8-72a2-89a5-33f4ddefcdf6/21", "deck": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6", "deckAnchor": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6#slide-21", "deckJson": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.64, "x": 0.18, "y": 0.318 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:37:40.453+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "30d65f65-ac8f-4d6f-bcad-68f9874ed558", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.16, "x": 0.02, "y": 0.95 }, "kind": "source-note", "text": "© 2022 Toast, Inc. All Rights Reserved.", "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 09:37:40.453+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fdbe98d3-64e6-4cd7-a4ae-4ff054ab3115", "parentComponentId": null }, { "bbox": { "h": 0.075, "w": 0.175, "x": 0.105, "y": 0.195 }, "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 09:37:40.453+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "56c32c5f-6ed4-4e32-a01a-b131dd8629c1", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 22, "type": "setup", "function": "establish_context", "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": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "dense", "densityScore": 62, "componentCount": 5, "textChars": 793, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:37:41.158+00", "seconds": 2.574, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-4ae8-72a2-89a5-33f4ddefcdf6/22", "deck": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6", "deckAnchor": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6#slide-22", "deckJson": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.65, "x": 0.102, "y": 0.31 }, "kind": "list", "text": "Annualized Recurring Run-Rate (ARR): Sum of twelve times the subscription component of MRR and four times the trailing-three-month cumulative payments component of MRR", "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 09:37:41.158+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "187f6069-71b5-48a4-a27d-a79ea4ec0188", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.65, "x": 0.102, "y": 0.22 }, "kind": "list", "text": "Gross Payment Volume (GPV): Sum of total dollars processed through the Toast payments platform across all restaurant locations in a given period", "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 09:37:41.158+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "800905cf-c630-4707-8eff-ad128a763b62", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.65, "x": 0.102, "y": 0.81 }, "kind": "list", "text": "Free Cash Flow: Calculated as net cash used in operating activities reduced by purchases of property and equipment and capitalization of internal-use software costs", "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 09:37:41.158+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8b7b9cd9-39df-4858-89d1-2a15d61a4ad5", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.65, "x": 0.102, "y": 0.4 }, "kind": "list", "text": "Adjusted EBITDA: Net income (loss), adjusted to exclude the following items, as applicable: Stock-based compensation, Depreciation/Amortization, Interest, Other income/expense, Acquisition expenses, Fair value adjustments, COVID-19 expenses, Loss on debt, Charitable stock-based expense, Income taxes", "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 09:37:41.158+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f7c33cb2-c24f-4f70-8bf6-ea6e77fe0f3e", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.255, "x": 0.102, "y": 0.125 }, "kind": "title", "text": "Defining Key Terms", "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 09:37:41.158+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "009efe0b-1a7e-4fef-8802-4729ad7f905b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 23, "type": "analysis", "title": "Includes a disclaimer about rounding.", "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": 24, "componentCount": 3, "textChars": 133, "nDataPoints": 20, "notes": "Includes a disclaimer about rounding.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:37:40.979+00", "seconds": 2.317, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-4ae8-72a2-89a5-33f4ddefcdf6/23", "deck": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6", "deckAnchor": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6#slide-23", "deckJson": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6.json" }, "components": [ { "bbox": { "h": 0.014, "w": 0.233, "x": 0.076, "y": 0.922 }, "kind": "disclaimer", "text": "Note: Numbers may not tie due to rounding.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:37:40.979+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ca5bb585-c1c3-4500-b441-b536b53f4819", "parentComponentId": null }, { "bbox": { "h": 0.335, "w": 0.862, "x": 0.069, "y": 0.246 }, "kind": "table", "text": "GAAP to Non-GAAP 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 09:37:40.979+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d51c511b-625d-4c1f-9e3b-4ff069c1d60f", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.805, "x": 0.102, "y": 0.125 }, "kind": "title", "text": "Quarterly Gross Profit GAAP to Non-GAAP Reconciliation", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:37:40.979+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "396abdf1-7115-42b2-a4b7-86ea551861b9", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 24, "type": "analysis", "title": "Numbers may not tie due to rounding.", "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": 30, "componentCount": 3, "textChars": 214, "nDataPoints": 60, "notes": "Numbers may not tie due to rounding.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:37:43.561+00", "seconds": 4.883, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-4ae8-72a2-89a5-33f4ddefcdf6/24", "deck": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6", "deckAnchor": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6#slide-24", "deckJson": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.25, "x": 0.102, "y": 0.945 }, "kind": "source-note", "text": "Note: Numbers may not tie due to rounding.", "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 09:37:43.561+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "977065e2-ecb6-46c9-a6ca-3df783ba266f", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.85, "x": 0.085, "y": 0.21 }, "kind": "table", "text": "Reconciliation table with rows for Net Income, SBC, D&A, Interest, Warrant/Derivative changes, etc., across 5 quarters.", "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 09:37:43.561+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "483b74f5-a6d3-48c1-8c4d-26bc00d65795", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.75, "x": 0.102, "y": 0.125 }, "kind": "title", "text": "Quarterly Adj. EBITDA GAAP to Non-GAAP Reconciliation", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:37:43.561+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0a64e63b-4cb4-4959-868f-dc8fca75cdd4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 25, "type": "analysis", "title": "Numbers may not tie due to rounding.", "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": 223, "nDataPoints": 20, "notes": "Numbers may not tie due to rounding.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:37:41.098+00", "seconds": 2.33, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-4ae8-72a2-89a5-33f4ddefcdf6/25", "deck": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6", "deckAnchor": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6#slide-25", "deckJson": "/decks/019de513-4ae8-72a2-89a5-33f4ddefcdf6.json" }, "components": [ { "bbox": { "h": 0.015, "w": 0.233, "x": 0.076, "y": 0.92 }, "kind": "disclaimer", "text": "Note: Numbers may not tie due to rounding.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:37:41.098+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ccc9b755-071a-4849-b214-afaaf27c2244", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.9, "x": 0.05, "y": 0.235 }, "kind": "table", "text": "Net cash (used in) provided by operating activities, Purchase of property and equipment, Capitalized software, Free cash flow", "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 09:37:41.098+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ebb2adaa-01c5-4664-8be5-8127eafcea54", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.805, "x": 0.102, "y": 0.125 }, "kind": "title", "text": "Quarterly Free Cash Flow GAAP to Non-GAAP Reconciliation", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:37:41.098+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "50720f15-3658-452c-8d91-4a37a84a169f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 6, "to": 6, "label": "Problem", "description": "The slide 'Restaurants are Complex Businesses' presents a problem statement." }, { "from": 5, "to": 5, "label": "Market Size", "description": "The slide 'The Restaurant Industry Is One Of The Largest Industries In U.S. And Globally' highlights the market size." }, { "from": 7, "to": 7, "label": "Solution", "description": "The slide 'Better Together: We Benefit the Entire Restaurant Ecosystem' presents a solution." }, { "from": 11, "to": 20, "label": "Financials", "description": "Slides 11-20 present various financial metrics and growth trajectories." } ], "loops": [ { "from": 6, "to": 7, "label": "Cost Of Inaction", "description": "What are the consequences of not using Toast's platform?" }, { "from": 4, "to": 5, "label": "Why Now", "description": "Why is now the right time for Toast's growth?" } ] }