{ "schemaVersion": "deck-intelligence.v1", "id": "019de513-ed52-725c-87a8-c63cf2534b6c", "slug": "37dcfa2ef376b5f96342ad3f2838ac54", "title": "SmileDirectClub | Investor Presentation Deck | 48 slides", "subtitle": "SmileDirectClub · 2022-08", "author": "SmileDirectClub", "date": "2022-08-01 00:00:00", "pageCount": 48, "kind": "pitchdeck", "orientation": "landscape", "aspectRatio": 1.2938006, "document": { "id": "019de513-ed52-725c-87a8-c63cf2534b6c", "slug": "37dcfa2ef376b5f96342ad3f2838ac54", "title": "SmileDirectClub | Investor Presentation Deck | 48 slides", "rawTitle": "SmileDirectClub | Investor Presentation Deck | 48 slides", "authorId": "smiledirectclub", "authorName": "SmileDirectClub", "authorDisplay": "SmileDirectClub", "kind": { "slug": "pitchdeck", "label": "Pitch deck" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2022-08__smiledirectclub__investor-pres__37dcfa2e.pdf", "sourceUrl": "https://www.slidebook.io/company/smiledirectclub/presentation/37dcfa2ef376b5f96342ad3f2838ac54/", "sourceDate": "2022-06-30 00:00:00", "presentationDate": "2022-08-01 00:00:00", "ingestedAt": "2026-05-01 19:46:21.734793+00", "status": "ready", "pageCount": 48, "orientation": "landscape", "aspectRatio": 1.2938006, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "medical-devices", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2022-08__smiledirectclub__investor-pres__37dcfa2e", "image_width": 1920, "image_format": "jpg", "deck_type_raw": "Investor Presentation Deck", "deck_type_slug": null, "source_url_pattern": "https://www.slidebook.io/company/{company_slug}/presentation/{deck_id}/" } }, "coverage": { "pageCount": 48, "pagesIndexed": 48, "pagesWithImages": 48, "pagesWithMetadata": 48, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 385, "chartCount": 14, "metricSlides": 0, "toolMatches": 25, "documentToolMatches": 0, "frameworkMatches": 0, "arcMatches": 1, "beatMatches": 4, "loopMatches": 2, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "2b830cde-e093-4d1c-a549-bdd9efb0b392", "evidence": "The deck follows a structure similar to the Sequoia Pitch, with sections on problem, solution, market size, competition, and financials", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 23:03:08.672856+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 5, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 1, "name": "Problem", "beatId": "c18d11fb-2f37-4c93-9c66-b6153293e35d", "matchId": "2b830cde-e093-4d1c-a549-bdd9efb0b392", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The deck presents the company's vision and mission, setting the stage for the problem", "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": 12, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 6, "name": "Solution", "beatId": "5db20381-11dc-47f2-99e5-a9ae0c6adaef", "matchId": "2b830cde-e093-4d1c-a549-bdd9efb0b392", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The deck presents SmileDirectClub's innovative solutions, including SmileMaker and SDC+", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 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": 13, "name": "Traction", "beatId": "a906947f-c5b9-4748-bbfb-464dd984d61a", "matchId": "2b830cde-e093-4d1c-a549-bdd9efb0b392", "beatType": null, "evidence": "The deck presents the company's traction, including customer growth and brand recognition", "position": 2, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 30, "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": 23, "name": "Financials", "beatId": "da60c0d4-e750-4af5-9728-6ca65c923f61", "matchId": "2b830cde-e093-4d1c-a549-bdd9efb0b392", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The deck presents Q2 financial results and 2022 guidance", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 35, "from": 33, "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": "219eb5dd-38cb-4dae-bb23-ec5d3426370d", "evidence": "The deck presents the customer's experience with outsized price increases and economic sentiment", "position": 0, "objective": "Highlighting the impact of economic sentiment on major purchases", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:03:08.832831+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 37, "from": 36, "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": "d40870ed-6184-4382-840b-ebb1a040148f", "evidence": "The deck presents the long-term model guiding core business and multiple avenues for growth", "position": 1, "objective": "Explaining the long-term outlook and multiple avenues for growth", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:03:08.86456+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": "ab06c7bd-db17-4092-9944-96caf9133d00", "evidence": "image/photo: Smiling woman holding clear aligners", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:34:41.243655+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": "AIDA Model", "slug": "aida-model", "status": "active", "bestFor": null, "canonId": "019dd956-86fc-773c-813f-d416714b8413", "version": 1, "bodyDocId": null, "description": "Attention, Interest, Desire, Action - classic persuasion sequence", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "bad3257e-93ac-48ee-9693-5aadefbdf0ba", "evidence": "This transformative process will shrink the ability to scan and buy your aligners from weeks to minutes.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:34:52.61058+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": "Call to action", "slug": "call-to-action", "status": "active", "bestFor": null, "canonId": "019dd9e1-4bbb-702a-9ead-82daf188bb7c", "version": 1, "bodyDocId": null, "description": "Explicit prescription of what the audience should do next.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "0dccfc14-ed43-45b3-bdbc-d54704b7c9d5", "evidence": "This transformative process will shrink the ability to scan and buy your aligners from weeks to minutes.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:34:52.646666+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "44f032a6-96f3-4b44-a610-cc31235a7f4d", "evidence": "Current web site conversion rate per visitor is ~0.5% Large opportunity to increase web site conversion rate by leveraging proprietary Al technologies to shorten treatment plan prese", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:34:52.720515+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "4edde1b4-2814-40dd-b631-53194fb803d0", "evidence": "SDC+ $3900 Overall (incomes $25K and up) 70% Under $125K (net) 68% $25,000 to $49,999 61% $50,000 - $74,999 66% $75,000 - $124,999 75% $125K+ (net) 73% 72% $150,000 to $199,999 71% $200,000 to $299,999 73% $3", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:34:52.840767+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "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": "d4b4b979-1e91-4beb-81d5-7b8176a281e0", "evidence": "list/bullet: Leading orthodontic DTC channel: Largest DTC orthodontic channel in the world provides attractive unit economics and substantial growth despite temporary macroeconomic factors; Strong omnichannel presence ma", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:34:52.949455+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Three-Act Structure", "slug": "three-act-structure", "status": "active", "bestFor": null, "canonId": "019dd956-8812-7796-9105-e7bc0e405681", "version": 1, "bodyDocId": null, "description": "Setup, Confrontation, Resolution - classic dramatic structure", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "e7ab1d0d-ab35-4935-b5ed-d0ac77678bf1", "evidence": "When customers are considering who to trust, they reference three important channels.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:34:53.0585+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "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": "ff7fce90-1848-4ce5-9eae-f60389872866", "evidence": "The slide contains a list of bullet points describing features and benefits of SDC's telehealth platform and clear aligners.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:34:42.918087+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Storytelling: audience calibration", "slug": "audience", "status": "active", "bestFor": null, "canonId": "019df269-23ea-723a-87c0-af1d78d702d2", "version": 1, "bodyDocId": "019df269-23c5-72ec-8b94-78fc1da7b656", "description": "The same thesis, written for four different audiences, produces four", "familyLabel": "narrative-block", "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "agent": "storyteller", "layer": "slide", "agents": [ "storyteller" ], "matchId": "e344d9ef-c7fd-4ac0-a283-6a3976abc68f", "evidence": "The slide appears to be targeting customers, using language and terminology that is relevant to their needs and interests.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:34:42.951918+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e6af9e6d-06ea-4c09-a5bd-20f4358898a8", "evidence": "The slide implies a comparison between traditional orthodontic model and SDC's model, but does not explicitly show a 2x2 matrix.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 01:34:43.019643+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Problem-Agitate-Solve (PAS)", "slug": "problem-agitate-solve-pas", "status": "active", "bestFor": null, "canonId": "019dd956-869f-7564-8d42-de54ed29ab90", "version": 1, "bodyDocId": null, "description": "Identify problem, agitate the pain, present the solution", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "74c72b34-3cd8-40ff-a1c5-4cc6fdcc934a", "evidence": "The slide presents a problem (limited access to treatment), agitates it (high costs and limited accessibility), and implies a solution (SDC's teledentistry model).", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:34:43.053482+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Thesis: Operational turnaround", "slug": "operational-turnaround", "status": "active", "bestFor": null, "canonId": "019df269-1c25-7639-9b85-c7013c34e70a", "version": 1, "bodyDocId": "019df269-1c01-74db-9d43-f78364f31178", "description": "You argue the target's underperformance is operational — costs too high,", "familyLabel": "thesis-archetype", "categoryName": "Competitive", "categorySlug": "competitive" }, "agent": "storyteller", "layer": "slide", "agents": [ "storyteller" ], "matchId": "b8693fd0-9a6e-46ba-bd57-6b4a4e5636d0", "evidence": "The slide mentions a 'state-of-the-art facility' and 'produced 14M+ individual aligner trays in 2021', implying operational efficiency.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 01:34:43.124814+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "1cec67e8-be3d-47cc-b606-35f2e557363b", "evidence": "The slide presents a revenue buildup with ranges and specific values, indicating a waterfall structure.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:34:43.081087+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 32, "whyItWorks": null, "antipattern": null, "cardinality": null, "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": "cc607e1d-154a-4ab5-ba54-6c7081fa10d2", "evidence": "The bar chart effectively communicates the data without unnecessary elements, adhering to chartjunk elimination principles.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:34:43.155696+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 33, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "05b0486b-cf1b-4a24-88a4-6cb240ed4cf1", "evidence": "Although not explicitly a 2x2 matrix, the slide discusses various business aspects (e.g., gross margin, selling & marketing) that could be organized in a matrix for clearer comparison.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 01:34:43.230261+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 36, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "d048b25d-0313-4f22-87c1-302bd4ce9992", "evidence": "The slide presents a detailed table summarizing the debt facility, including amount, security interest, maturity, and other key terms.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:34:43.301868+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 39, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Comparison frame", "slug": "comparison-frame", "status": "active", "bestFor": null, "canonId": "019dd9e1-484b-7399-a4fc-d14644b99f93", "version": 1, "bodyDocId": null, "description": "Two or more states/subjects placed side by side to expose a gap.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "caaab2c6-6f0b-4bd2-9469-98d26273426d", "evidence": "The slide compares US/Canada and ROW (Rest of World) financial metrics side-by-side, facilitating a comparison.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:34:43.374858+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 41, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a8a78964-3f0f-490a-bcf0-c5a55878a453", "evidence": "table/data: In thousands Net Revenue COGS Gross Profit Gross Margin % S&M Costs As % of Total Revenue G&A Costs As % of Total Revenue Adj EBITDA(1) Adj EBITDA Margin", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:45:30.238178+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 42, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "8acaaf15-a52d-4162-8550-60e84716908a", "evidence": "table/data: Three Months Ended June 30, (In thousands) Net loss Depreciation and amortization Total interest expense Income tax (benefit) expense Restructuring and other related costs Equity-based compensation Other non-", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:45:30.311082+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 43, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "bc063339-3718-4936-92e6-d6ae5494e3a2", "evidence": "table/data: Market Mar 31, 2021 New Shops Closed Shops Jun 30, 2022 United States 85 4 (1) 88 Canada 8 8 United Kingdom 7 2 9 Australia 7 7 France 2 3 5 Ireland 1 1 Total 110 9 (1) 118", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:45:30.379596+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 44, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "010b5216-07ce-4461-bbab-58b11c9b4cd9", "evidence": "table/data: Three Months Ended June 30, 2022 2021 (In thousands) Cash Flow From Operations $(17,840) $(31,013) Cash Flow From Investing (17,754) (22,322) Free Cash Flow $(35,594) $(53,335)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:45:30.449878+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 45, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "8640e789-a9ee-400f-8429-f19967c4a5de", "evidence": "table/data: Total Unique Aligner Orders Shipped(1) 90,006 69,906 66,133 76,254 62,705 Average Aligner Gross Sales Price (\"ASP\") $1,885 $1,900 $1,899 $1,890 $1,917 Aligner Gross Revenue $ 169.7 $ 132.8 $ 125.6 $ 144.2 $ 1", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:45:30.602095+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 46, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "83aacdaa-37cd-4199-a1b3-71dcd9159c37", "evidence": "Gross to Net Revenue Bridge", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:45:30.51793+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 46, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "7b0a2fbb-1a2c-41ba-b4cf-97bd02deb83d", "evidence": "table/data: Convertible Debt Key Terms Base Deal Size $650 million Green Shoe (exercised) $97.5 million Coupon 0.00% Conversion Premium/Price 40.0% / $18.06 Settlement Date February 9, 2021 Maturity February 1, 2026", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:45:30.669312+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 47, "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": "c4004f07-d608-47ef-8c39-b5f331b4b344", "evidence": "Smile Direct Club", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:45:30.740343+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 48, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "patterns": [] }, "storymakers": null, "score": null, "review": null, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/ShzTpyBE_7VhKZwE5mJqpc2l0tGMBA9Q0Rfe7vhF7qw/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8zN2RjZmEyZWYzNzZiNWY5NjM0MmFkM2YyODM4YWM1NC9wMDAxLmpwZw", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 20, "componentCount": 4, "textChars": 77, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:03:45.11+00", "seconds": 3.488, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/1", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-1", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.055, "w": 0.055, "x": 0.045, "y": 0.92 }, "kind": "image", "text": "smile DIRECT CLUB", "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": "2026-05-01 23:03:45.11+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6a8fd9ab-036e-4414-90f1-948dd00a2550", "parentComponentId": null }, { "bbox": { "h": 0.299, "w": 0.302, "x": 0.069, "y": 0.069 }, "kind": "image", "text": "smile DIRECT CLUB", "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": "2026-05-01 23:03:45.11+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f12d6398-dbf6-4454-b07b-2303cee5eff1", "parentComponentId": null }, { "bbox": { "h": 1, "w": 0.55, "x": 0.45, "y": 0 }, "kind": "image", "text": "Smiling woman holding clear aligners", "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": "2026-05-01 23:03:45.11+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e193b007-3bf1-4960-a8ae-87635a231053", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.155, "x": 0.173, "y": 0.65 }, "kind": "paragraph", "text": "Q2 2022", "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": "2026-05-01 23:03:45.11+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cfa97077-37ea-4e95-954e-0774da89c4a6", "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": "ab06c7bd-db17-4092-9944-96caf9133d00", "evidence": "image/photo: Smiling woman holding clear aligners", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:34:41.243655+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": [ { "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": 1, "name": "Problem", "beatId": "c18d11fb-2f37-4c93-9c66-b6153293e35d", "matchId": "2b830cde-e093-4d1c-a549-bdd9efb0b392", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The deck presents the company's vision and mission, setting the stage for the problem", "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": [], "thumbSrc": "https://imgproxy.kitesheet.com/lLbajkq8xBcl1DagAudLtTY8-5FyXQyzXUve0Y8y0O0/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8zN2RjZmEyZWYzNzZiNWY5NjM0MmFkM2YyODM4YWM1NC9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/BhVpurRIecCChXzKYGvdj9BfGw06YSgci8mUMdI_szc/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8zN2RjZmEyZWYzNzZiNWY5NjM0MmFkM2YyODM4YWM1NC9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/1pWAUfxV8DxHjooVDKtdUazQNQ4F1396YwIshLDTfJk/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8zN2RjZmEyZWYzNzZiNWY5NjM0MmFkM2YyODM4YWM1NC9wMDAxLnBuZw" }, { "page": 2, "type": "setup", "function": "establish_context", "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": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 84, "componentCount": 9, "textChars": 4564, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:03:49.4+00", "seconds": 7.613, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/2", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-2", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.06, "x": 0.045, "y": 0.92 }, "kind": "image", "text": "smile\nDIRECT CLUB", "attrs": {}, "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": "2026-05-01 23:03:49.4+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c321b917-60bf-4234-8584-886993abb082", "parentComponentId": null }, { "bbox": { "h": 0.079, "w": 0.93, "x": 0.045, "y": 0.075 }, "kind": "paragraph", "text": "This presentation contains forward-looking statements. All statements other than statements of historical facts may be forward-looking statements. Forward-looking statements generally relate to future events and include, without limitation, projections, forecasts and estimates about possible or assumed future results of our business, financial condition, liquidity, results of operations, plans, and objectives. Some of these statements may include words such as \"expects,\" \"anticipates,\" \"believes,” “estimates,\" \"targets,” “plans,” “potential,\" \"intends,\" \"projects,\" and \"indicates.\"", "attrs": {}, "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": "2026-05-01 23:03:49.4+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0ff5aa95-9abd-4218-adcd-fd46f8443dd1", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.93, "x": 0.045, "y": 0.563 }, "kind": "paragraph", "text": "Market and Industry Data\nThis presentation also contains estimates and other statistical data obtained from independent parties and by us relating to market size and growth and other data about our industry and ultimate consumers. This data involves a number of assumptions and limitations, and you are cautioned not to give undue weight to such estimates and data. In addition, projections, assumptions, and estimates of our future performance and the future performance of the geographic and other markets in which we operate are necessarily subject to a high degree of uncertainty and risk.", "attrs": {}, "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": "2026-05-01 23:03:49.4+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "226f688e-791e-4605-a088-d827237c7ee4", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.93, "x": 0.045, "y": 0.45 }, "kind": "paragraph", "text": "New risks and uncertainties arise over time, and it is not possible for us to predict all such factors or how they may affect us. You should not place undue reliance on forward-looking statements, which speak only as of the date they are made. We are under no duty to update any of these forward-looking statements after the date of this presentation to conform these statements to actual results or revised expectations. You should, therefore, not rely on these forward-looking statements as representing our views as of any date subsequent to the date of this presentation.", "attrs": {}, "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": "2026-05-01 23:03:49.4+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a65daa52-b12b-4709-a22a-e417e5ff3d8b", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.93, "x": 0.045, "y": 0.863 }, "kind": "paragraph", "text": "This presentation is a supplement to, and should be read in conjunction with, SmileDirectClub's earnings release for the quarter ended June 30, 2022.", "attrs": {}, "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": "2026-05-01 23:03:49.4+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b4b93cb8-2465-49dd-9e75-b7bc76cab8b5", "parentComponentId": null }, { "bbox": { "h": 0.26, "w": 0.93, "x": 0.045, "y": 0.17 }, "kind": "paragraph", "text": "Although they reflect our current, good faith expectations, these forward-looking statements are not a guarantee of future performance, and involve a number of risks, uncertainties, estimates, and assumptions, which are difficult to predict. Some of the factors that may cause actual outcomes and results to differ materially from those expressed in, or implied by, the forward-looking statements include, but are not necessarily limited to: the duration and magnitude of the COVID-19 pandemic and related containment measures; our ability to manage our growth; the execution of our business strategies, implementation of new initiatives, and improved efficiency; our sales and marketing efforts; our manufacturing capacity, performance, and cost; our ability to obtain future regulatory approvals; our financial estimates and needs for additional financing; consumer acceptance of and competition for our clear aligners; our relationships with retail partners and insurance carriers; our R&D, commercialization, and other activities and expenditures; the methodologies, models, assumptions, and estimates we use to prepare our financial statements, make business decisions, and manage risks; laws and regulations governing remote healthcare and the practice of dentistry; our relationships with vendors; the security of our operating systems and infrastructure; our risk management framework; our cash and capital needs; our intellectual property position; our exposure to claims and legal proceedings; and other factors described in our filings with the Securities and Exchange Commission, including but not limited to our Annual Report on Form 10-K for the year ended December 31, 2021 and our Quarterly Report on Form 10-Q for the quarter ended June 30, 2022.", "attrs": {}, "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": "2026-05-01 23:03:49.4+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bd1b0299-d662-487d-aa12-59ba1228dab6", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.93, "x": 0.045, "y": 0.69 }, "kind": "paragraph", "text": "Non-GAAP Financial Measures\nThis presentation contains certain non-GAAP financial measures, including adjusted EBITDA (\"Adjusted EBITDA\") and Free Cash Flow. We utilize certain non-GAAP measures, including Adjusted EBITDA, and Free Cash Flow to evaluate our actual operating performance and for planning and forecasting of future periods. These non-GAAP measures should not be considered in isolation or as a substitute for the related GAAP measures, and other companies may define such measures differently. We provide a reconciliation of these non-GAAP financial measures to the most directly comparable GAAP financial measures in the appendix to this presentation and in our Current Report on Form 8-K announcing our quarterly earnings results, which can be found on the SEC's website at www.sec.gov and our website at investors.smiledirectclub.com.", "attrs": {}, "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": "2026-05-01 23:03:49.4+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ec6d97f4-2fcd-4b1e-be1c-2f4e68df7571", "parentComponentId": null }, { "bbox": { "h": 0.018, "w": 0.009, "x": 0.93, "y": 0.954 }, "kind": "source-note", "text": "2", "attrs": {}, "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": "2026-05-01 23:03:49.4+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1a26127e-3fbc-429c-b304-e521d466a9f2", "parentComponentId": null }, { "bbox": { "h": 0.018, "w": 0.369, "x": 0.045, "y": 0.045 }, "kind": "title", "text": "Forward-Looking Statements", "attrs": {}, "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": "2026-05-01 23:03:49.4+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3bf89972-83d7-4f50-8135-f373598814ac", "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": 1, "name": "Problem", "beatId": "c18d11fb-2f37-4c93-9c66-b6153293e35d", "matchId": "2b830cde-e093-4d1c-a549-bdd9efb0b392", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The deck presents the company's vision and mission, setting the stage for the problem", "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": [], "locked": true }, { "page": 3, "type": "setup", "function": "inspire_vision", "rawType": "mission", "block": null, "metadata": { "slideType": "mission", "slideTypeCanon": { "name": "Mission", "slug": "mission", "status": "active", "canonId": "019de52d-0fce-7496-b34c-18fd6a6e3310", "version": 1, "description": null }, "function": "inspire_vision", "functionCanon": { "name": "Inspire vision", "slug": "inspire_vision", "status": "active", "canonId": "019de52d-16d0-7756-83de-376eeac6fa40", "version": 1, "description": null }, "density": "sparse", "densityScore": 12, "componentCount": 3, "textChars": 72, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:03:45.626+00", "seconds": 3.703, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/3", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-3", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.06, "x": 0.04, "y": 0.902 }, "kind": "image", "text": null, "attrs": {}, "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": "2026-05-01 23:03:45.626+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "70f6754a-9315-4b15-ac43-d39e43e1c7cb", "parentComponentId": null }, { "bbox": { "h": 0.662, "w": 0.478, "x": 0.462, "y": 0.169 }, "kind": "image", "text": null, "attrs": {}, "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": "2026-05-01 23:03:45.626+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "34a9dd44-2e0d-4d0f-8c64-2094333e59a5", "parentComponentId": null }, { "bbox": { "h": 0.24, "w": 0.419, "x": 0.037, "y": 0.34 }, "kind": "title", "text": "Mission driven business delivering shareholder value through innovation.", "attrs": {}, "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": "2026-05-01 23:03:45.626+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dd1ab6d3-36c6-4fd3-bd48-bb9c521f29eb", "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": 1, "name": "Problem", "beatId": "c18d11fb-2f37-4c93-9c66-b6153293e35d", "matchId": "2b830cde-e093-4d1c-a549-bdd9efb0b392", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The deck presents the company's vision and mission, setting the stage for the problem", "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": [], "locked": true }, { "page": 4, "type": "setup", "function": "inspire_vision", "rawType": "vision", "block": null, "metadata": { "slideType": "vision", "slideTypeCanon": { "name": "Vision", "slug": "vision", "status": "active", "canonId": "019de52d-0f7e-7689-8010-992b1a43b6b9", "version": 1, "description": null }, "function": "inspire_vision", "functionCanon": { "name": "Inspire vision", "slug": "inspire_vision", "status": "active", "canonId": "019de52d-16d0-7756-83de-376eeac6fa40", "version": 1, "description": null }, "density": "sparse", "densityScore": 16, "componentCount": 3, "textChars": 151, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:03:45.332+00", "seconds": 3.19, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/4", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-4", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.069, "x": 0.04, "y": 0.92 }, "kind": "image", "text": "smile DIRECT CLUB", "attrs": {}, "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": "2026-05-01 23:03:45.332+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ccdacc38-e103-4d1b-a725-b1b55ef7035f", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.409, "x": 0.057, "y": 0.187 }, "kind": "paragraph", "text": "Become the world's leading oral care brand by helping more people realize the life-changing potential of a confident smile.", "attrs": {}, "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": "2026-05-01 23:03:45.332+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c980c4b9-aafc-4064-a96d-108ff9e8d3db", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.16, "x": 0.057, "y": 0.187 }, "kind": "title", "text": "Our Vision:", "attrs": {}, "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": "2026-05-01 23:03:45.332+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e178d128-3420-4750-9902-227518102cc1", "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": 1, "name": "Problem", "beatId": "c18d11fb-2f37-4c93-9c66-b6153293e35d", "matchId": "2b830cde-e093-4d1c-a549-bdd9efb0b392", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The deck presents the company's vision and mission, setting the stage for the problem", "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": [], "locked": true }, { "page": 5, "type": "setup", "function": "inspire_vision", "rawType": "vision", "block": null, "metadata": { "slideType": "vision", "slideTypeCanon": { "name": "Vision", "slug": "vision", "status": "active", "canonId": "019de52d-0f7e-7689-8010-992b1a43b6b9", "version": 1, "description": null }, "function": "inspire_vision", "functionCanon": { "name": "Inspire vision", "slug": "inspire_vision", "status": "active", "canonId": "019de52d-16d0-7756-83de-376eeac6fa40", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 86, "componentCount": 10, "textChars": 1710, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:03:55.564+00", "seconds": 12.978, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/5", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-5", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.036, "w": 0.069, "x": 0.044, "y": 0.926 }, "kind": "image", "text": "smile DIRECT CLUB", "attrs": {}, "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": "2026-05-01 23:03:55.564+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4df2ac6a-c9a4-41c5-b9b7-eec78c4d46db", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.16, "x": 0.572, "y": 0.22 }, "kind": "image", "text": null, "attrs": {}, "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": "2026-05-01 23:03:55.564+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "220adbde-6116-4f98-a69e-6be832965186", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.16, "x": 0.375, "y": 0.22 }, "kind": "image", "text": null, "attrs": {}, "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": "2026-05-01 23:03:55.564+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3301bb65-d8fc-4a79-9297-1433469f4de5", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.16, "x": 0.769, "y": 0.22 }, "kind": "image", "text": null, "attrs": {}, "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": "2026-05-01 23:03:55.564+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "343f8e44-e93b-454e-b913-63f46112b560", "parentComponentId": null }, { "bbox": { "h": 0.349, "w": 0.16, "x": 0.375, "y": 0.442 }, "kind": "list", "text": "Evolve the brand into an everyday oral care staple: Through transformative innovation, we will democratize access to quality daily routine oral care products with superior performance. SmileDirectClub should own the oral care half of the bathroom vanity countertop. This grows our brand presence and connection points by offering oral care products in retail, and online, and through subscription models, keeping us physically present to be top of mind.", "attrs": {}, "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": "2026-05-01 23:03:55.564+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "17ccb500-4818-4c8a-910d-890d7dacb028", "parentComponentId": null }, { "bbox": { "h": 0.299, "w": 0.16, "x": 0.572, "y": 0.442 }, "kind": "list", "text": "Extend the access spectrum: Building on the success we've seen with our telehealth model, we will launch offerings that appeal to even more people, including orthodontia's traditional customers. This includes a higher-end, hybrid (in-person and virtual) service model for teens and high-income households delivered via a large and comprehensive network of dental offices.", "attrs": {}, "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": "2026-05-01 23:03:55.564+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7e462659-c4c2-4650-88b5-7070aea2b8c3", "parentComponentId": null }, { "bbox": { "h": 0.17, "w": 0.16, "x": 0.769, "y": 0.442 }, "kind": "list", "text": "Establish SDC as the largest referrer of dental care: Strengthen our Partner Network by introducing partner practices to new patients as the first step in their teeth straightening journey and through AI-driven diagnosis via connected devices.", "attrs": {}, "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": "2026-05-01 23:03:55.564+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c4b61a0d-0983-4105-8b49-3f01dc78fcb3", "parentComponentId": null }, { "bbox": { "h": 0.419, "w": 0.269, "x": 0.059, "y": 0.197 }, "kind": "paragraph", "text": "We started by disrupting the 120+ year old orthodontic industry. We created the first telehealth platform for orthodontia that connects doctors with their patients, removing significant barriers to open teeth straightening to entirely new populations where it was historically out of reach. Now, with a winning team and best-in-class partnerships, we're making it increasingly convenient, more affordable, and more comfortable by utilizing the transformative innovations in digital scanning, materials science, and taking a \"big data\" approach to treatment planning and in-treatment monitoring to improve outcomes.", "attrs": {}, "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": "2026-05-01 23:03:55.564+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "70ab7a82-e480-4427-9263-ce59c8025007", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.007, "x": 0.935, "y": 0.935 }, "kind": "source-note", "text": "5", "attrs": {}, "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": "2026-05-01 23:03:55.564+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3253ec44-78c5-4141-ba1b-815783993b68", "parentComponentId": null }, { "bbox": { "h": 0.028, "w": 0.202, "x": 0.056, "y": 0.06 }, "kind": "title", "text": "Our vision.", "attrs": {}, "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": "2026-05-01 23:03:55.564+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "efe600d1-9c6f-40cc-ac37-afe20993508a", "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": 1, "name": "Problem", "beatId": "c18d11fb-2f37-4c93-9c66-b6153293e35d", "matchId": "2b830cde-e093-4d1c-a549-bdd9efb0b392", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The deck presents the company's vision and mission, setting the stage for the problem", "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": [], "locked": true }, { "page": 6, "type": "setup", "function": "establish_context", "rawType": "mission", "block": null, "metadata": { "slideType": "mission", "slideTypeCanon": { "name": "Mission", "slug": "mission", "status": "active", "canonId": "019de52d-0fce-7496-b34c-18fd6a6e3310", "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": 68, "componentCount": 8, "textChars": 450, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:03:48.183+00", "seconds": 5.392, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/6", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-6", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.038, "w": 0.05, "x": 0.045, "y": 0.92 }, "kind": "image", "text": null, "attrs": {}, "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": "2026-05-01 23:03:48.183+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cb370978-7cd1-4ae0-b6f5-2b8d2787d4ce", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.85, "x": 0.109, "y": 0.458 }, "kind": "list", "text": "Transformative innovation\nDissatisfaction with the status quo coupled with a pipeline of innovation", "attrs": {}, "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": "2026-05-01 23:03:48.183+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9003ffef-24da-49d4-beb6-92d9f5f88df1", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.85, "x": 0.109, "y": 0.31 }, "kind": "list", "text": "Expand our reach\nGrow existing base and acquire new customer segments", "attrs": {}, "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": "2026-05-01 23:03:48.183+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d7de4be-25e5-4cff-b41b-2c25e71a05bf", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.85, "x": 0.109, "y": 0.754 }, "kind": "list", "text": "Rigorous financial discipline\nDemonstrating investment focus and discipline across the organization in every decision we make", "attrs": {}, "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": "2026-05-01 23:03:48.183+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "abba99e5-93e1-4983-b025-c01d5a0bc219", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.85, "x": 0.109, "y": 0.606 }, "kind": "list", "text": "A winning team\nAttracting and retaining top talent and partners", "attrs": {}, "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": "2026-05-01 23:03:48.183+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ebe3b613-469d-473e-af9f-9f6c113be7d8", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.719, "x": 0.063, "y": 0.193 }, "kind": "paragraph", "text": "Our Mission: Democratize access to a smile each and every person loves.", "attrs": {}, "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": "2026-05-01 23:03:48.183+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ad41202a-acd3-4a2a-9e00-f759cf0b432d", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.008, "x": 0.953, "y": 0.953 }, "kind": "source-note", "text": "6", "attrs": {}, "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": "2026-05-01 23:03:48.183+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "15831b2b-2cc1-4639-add7-d2a0c0afe209", "parentComponentId": null }, { "bbox": { "h": 0.036, "w": 0.404, "x": 0.056, "y": 0.06 }, "kind": "title", "text": "Our strategic pillars.", "attrs": {}, "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": "2026-05-01 23:03:48.183+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "58538374-f4b6-46b5-ac24-c63ba9896e8e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 12, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 6, "name": "Solution", "beatId": "5db20381-11dc-47f2-99e5-a9ae0c6adaef", "matchId": "2b830cde-e093-4d1c-a549-bdd9efb0b392", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The deck presents SmileDirectClub's innovative solutions, including SmileMaker and SDC+", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 7, "type": "resolution", "function": "present_solution", "rawType": "solution", "block": null, "metadata": { "slideType": "solution", "slideTypeCanon": { "name": "Solution", "slug": "solution", "status": "active", "canonId": "019de52d-0eb5-72ff-8b70-ba70a4199282", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "dense", "densityScore": 55, "componentCount": 5, "textChars": 590, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:03:47.723+00", "seconds": 4.308, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/7", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-7", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.67, "w": 0.79, "x": 0.13, "y": 0.19 }, "kind": "diagram", "text": "Making it easier to get started; Increase sales conversion and customer access to drive revenue growth; Faster and more accurate treatment plans; Increase efficiency and productivity to reduce costs; More comfortable and effective aligners; Increase appeal and referrals from a superior aligner product + experience; Staying on track; Optimize treatment process to delight customers and reduce costs; Keeping smiles healthy – for life; Increase long-term value through diversified and reoccurring revenue streams", "attrs": {}, "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": "2026-05-01 23:03:47.723+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a5d26f27-a6b7-4e13-b193-d3436a9cbac6", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.05, "x": 0.04, "y": 0.91 }, "kind": "image", "text": "smile DIRECT CLUB", "attrs": {}, "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": "2026-05-01 23:03:47.723+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5423dfc9-ca6d-45e9-bccc-ea22049dd3db", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.14, "x": 0.43, "y": 0.48 }, "kind": "image", "text": "smile DIRECT CLUB", "attrs": {}, "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": "2026-05-01 23:03:47.723+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8cecc344-864e-4fe6-b756-fab5b4fba7eb", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.01, "x": 0.91, "y": 0.95 }, "kind": "source-note", "text": "7", "attrs": {}, "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": "2026-05-01 23:03:47.723+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bfde69e2-d654-49f7-b724-b9673390c5ab", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.68, "x": 0.04, "y": 0.06 }, "kind": "title", "text": "Innovation portfolio and investor benefits.", "attrs": {}, "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": "2026-05-01 23:03:47.723+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b76a67d8-a008-49c6-9670-d3417f99fb4c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 12, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 6, "name": "Solution", "beatId": "5db20381-11dc-47f2-99e5-a9ae0c6adaef", "matchId": "2b830cde-e093-4d1c-a549-bdd9efb0b392", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The deck presents SmileDirectClub's innovative solutions, including SmileMaker and SDC+", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 8, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 9, "componentCount": 3, "textChars": 24, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:03:47.046+00", "seconds": 3.028, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/8", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-8", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.06, "x": 0.038, "y": 0.92 }, "kind": "image", "text": null, "attrs": {}, "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": "2026-05-01 23:03:47.046+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "66d1bfe8-90e2-43e2-a7ae-75f6736ae9be", "parentComponentId": null }, { "bbox": { "h": 1, "w": 0.501, "x": 0.499, "y": 0 }, "kind": "image", "text": null, "attrs": {}, "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": "2026-05-01 23:03:47.046+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7307af8e-c8f3-4754-bd43-bacf5db06558", "parentComponentId": null }, { "bbox": { "h": 0.126, "w": 0.369, "x": 0.038, "y": 0.359 }, "kind": "title", "text": "Key initiative overview.", "attrs": {}, "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": "2026-05-01 23:03:47.046+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0e9eb7a7-9571-4dd8-855c-27e640a15e7a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 12, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 6, "name": "Solution", "beatId": "5db20381-11dc-47f2-99e5-a9ae0c6adaef", "matchId": "2b830cde-e093-4d1c-a549-bdd9efb0b392", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The deck presents SmileDirectClub's innovative solutions, including SmileMaker and SDC+", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 9, "type": "setup", "function": "present_solution", "rawType": "product_demo", "block": null, "metadata": { "slideType": "product_demo", "slideTypeCanon": { "name": "Product demo", "slug": "product_demo", "status": "active", "canonId": "019de52d-0f06-7288-84f2-7568c1020fce", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "dense", "densityScore": 69, "componentCount": 9, "textChars": 415, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:03:50.707+00", "seconds": 5.775, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/9", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-9", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.038, "w": 0.07, "x": 0.047, "y": 0.92 }, "kind": "image", "text": "smile DIRECT CLUB", "attrs": {}, "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": "2026-05-01 23:03:50.707+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0269cc45-1198-4f68-b63e-08506750fb91", "parentComponentId": null }, { "bbox": { "h": 0.599, "w": 0.22, "x": 0.536, "y": 0.236 }, "kind": "image", "text": "Captures All Angles of Mouth", "attrs": {}, "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": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:03:50.707+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "293eb9db-5780-496f-a031-24259b113206", "parentComponentId": null }, { "bbox": { "h": 0.599, "w": 0.22, "x": 0.287, "y": 0.236 }, "kind": "image", "text": "Scans Teeth", "attrs": {}, "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": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:03:50.707+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e2a109f-83ca-49f9-b1fa-1992e4236807", "parentComponentId": null }, { "bbox": { "h": 0.599, "w": 0.18, "x": 0.785, "y": 0.236 }, "kind": "image", "text": "Scan Complete and Draft Treatment Plan Ready", "attrs": {}, "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": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:03:50.707+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c7ffccc3-68dc-43f3-aaa9-97a0ff6587e7", "parentComponentId": null }, { "bbox": { "h": 0.599, "w": 0.22, "x": 0.038, "y": 0.236 }, "kind": "image", "text": "Positions Teeth for Scan", "attrs": {}, "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": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:03:50.707+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ec845bec-8f9f-4b72-a5fd-f82c7556376e", "parentComponentId": null }, { "bbox": { "h": 0.017, "w": 0.36, "x": 0.32, "y": 0.88 }, "kind": "list", "text": "Entire scan done in approximately 1 minute", "attrs": {}, "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": "2026-05-01 23:03:50.707+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a0b80d6c-7c35-44b8-b491-a59542a95afb", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.877, "x": 0.042, "y": 0.137 }, "kind": "title", "text": "This transformative process will shrink the ability to scan and buy your aligners from weeks to minutes.", "attrs": {}, "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": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:03:50.707+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "074cead0-6cf6-4da0-9ddb-0c5586aacedc", "parentComponentId": null }, { "bbox": { "h": 0.078, "w": 0.916, "x": 0.042, "y": 0.05 }, "kind": "title", "text": "Our SmileMaker Platform uses AI scanning through your smartphone to deliver a view of your new smile in minutes.", "attrs": {}, "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": "2026-05-01 23:03:50.707+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "97862d1e-ac5b-4d97-b2b8-86fd1af39dd0", "parentComponentId": null }, { "bbox": { "h": 0.029, "w": 0.429, "x": 0.042, "y": 0.193 }, "kind": "title", "text": "Illustrative Product Screen Shots", "attrs": {}, "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": "2026-05-01 23:03:50.707+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d1c8d87a-b9fe-41ed-add1-155e4e3e8c5b", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "AIDA Model", "slug": "aida-model", "status": "active", "bestFor": null, "canonId": "019dd956-86fc-773c-813f-d416714b8413", "version": 1, "bodyDocId": null, "description": "Attention, Interest, Desire, Action - classic persuasion sequence", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "bad3257e-93ac-48ee-9693-5aadefbdf0ba", "evidence": "This transformative process will shrink the ability to scan and buy your aligners from weeks to minutes.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:34:52.61058+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": "Call to action", "slug": "call-to-action", "status": "active", "bestFor": null, "canonId": "019dd9e1-4bbb-702a-9ead-82daf188bb7c", "version": 1, "bodyDocId": null, "description": "Explicit prescription of what the audience should do next.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "0dccfc14-ed43-45b3-bdbc-d54704b7c9d5", "evidence": "This transformative process will shrink the ability to scan and buy your aligners from weeks to minutes.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:34:52.646666+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 12, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 6, "name": "Solution", "beatId": "5db20381-11dc-47f2-99e5-a9ae0c6adaef", "matchId": "2b830cde-e093-4d1c-a549-bdd9efb0b392", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The deck presents SmileDirectClub's innovative solutions, including SmileMaker and SDC+", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 10, "type": "resolution", "function": "present_solution", "rawType": "solution", "block": null, "metadata": { "slideType": "solution", "slideTypeCanon": { "name": "Solution", "slug": "solution", "status": "active", "canonId": "019de52d-0eb5-72ff-8b70-ba70a4199282", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 90, "componentCount": 9, "textChars": 1003, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:03:52.549+00", "seconds": 7.113, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/10", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-10", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.16, "x": 0.46, "y": 0.8 }, "kind": "callout", "text": "Buy moves up-funnel", "attrs": {}, "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": "2026-05-01 23:03:52.549+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2da313d1-2d58-44d7-b078-72c2c607cc1c", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.2, "x": 0.43, "y": 0.6 }, "kind": "callout", "text": "Reduces time from scan to order from weeks to minutes", "attrs": {}, "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": "2026-05-01 23:03:52.549+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c5399092-720a-4d9e-adae-bdde3b41074a", "parentComponentId": null }, { "bbox": { "h": 0.49, "w": 0.81, "x": 0.14, "y": 0.45 }, "kind": "diagram", "text": "CURRENT STATE website daily visitors 200K Smile Assessment Kits & Scans 1 – 3 Weeks Buy Aligners 0.50% 1K SmileMaker website daily visitors 200K Download Scan / Draft Treatment Plan 1 – 3 Minutes Buy Aligners 0.75% Buy Aligners 1.5K", "attrs": {}, "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": "2026-05-01 23:03:52.549+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "910b8ddc-bfd7-4a3a-87e5-0bf4eeb3a597", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.08, "x": 0.04, "y": 0.93 }, "kind": "image", "text": "smile DIRECT CLUB", "attrs": {}, "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": "2026-05-01 23:03:52.549+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "45672f3a-8fd8-4a3d-a9b8-71ea34c84d98", "parentComponentId": null }, { "bbox": { "h": 0.21, "w": 0.2, "x": 0.01, "y": 0.69 }, "kind": "list", "text": "Current Funnel Drop Offs\nShow rate\nCancel rate\nReschedule rate\nKit return\nImpression acceptance rate\nRetake kit\nPhoto upload\nPhoto acceptance", "attrs": {}, "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": "2026-05-01 23:03:52.549+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0f88521a-5974-41a9-88dd-6a33c0b25750", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.92, "x": 0.04, "y": 0.17 }, "kind": "list", "text": "SmileMaker Model Summary\nCurrent web site conversion rate per visitor is ~0.5%\nLarge opportunity to increase web site conversion rate by leveraging proprietary Al technologies to shorten treatment plan presentation to customer and the ability to buy now\nA 25bps of improvement would be worth ~$200 million in annual incremental aligner revenue and up to $160MM EBITDA", "attrs": {}, "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": "2026-05-01 23:03:52.549+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d1324829-eb17-4d10-bd3f-a3706b532a20", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.02, "x": 0.95, "y": 0.95 }, "kind": "source-note", "text": "10", "attrs": {}, "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": "2026-05-01 23:03:52.549+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fe6c8840-bb88-45ee-b6dd-863896ed5add", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.92, "x": 0.04, "y": 0.05 }, "kind": "title", "text": "SmileMaker is an innovative internally developed Al technology that will drive stronger sales conversion rates.", "attrs": {}, "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": "2026-05-01 23:03:52.549+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9530c72d-6845-45f6-b533-a5f81534c02e", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.76, "x": 0.04, "y": 0.42 }, "kind": "title", "text": "Illustrative example of increased conversion from SmileMaker:", "attrs": {}, "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": "2026-05-01 23:03:52.549+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9b88f65a-b549-471d-87bf-de2be8288a4e", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "44f032a6-96f3-4b44-a610-cc31235a7f4d", "evidence": "Current web site conversion rate per visitor is ~0.5% Large opportunity to increase web site conversion rate by leveraging proprietary Al technologies to shorten treatment plan prese", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:34:52.720515+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 12, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 6, "name": "Solution", "beatId": "5db20381-11dc-47f2-99e5-a9ae0c6adaef", "matchId": "2b830cde-e093-4d1c-a549-bdd9efb0b392", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The deck presents SmileDirectClub's innovative solutions, including SmileMaker and SDC+", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 11, "type": "resolution", "function": "present_solution", "rawType": "solution", "block": null, "metadata": { "slideType": "solution", "slideTypeCanon": { "name": "Solution", "slug": "solution", "status": "active", "canonId": "019de52d-0eb5-72ff-8b70-ba70a4199282", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 95, "componentCount": 32, "textChars": 1317, "nDataPoints": 3, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:04:00.734+00", "seconds": 15.1, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/11", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-11", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.08, "x": 0.58, "y": 0.67 }, "kind": "image", "text": null, "attrs": {}, "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": "2026-05-01 23:04:00.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0cb4a7fb-4983-442b-a9c6-74173345d048", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.08, "x": 0.58, "y": 0.37 }, "kind": "image", "text": null, "attrs": {}, "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": "2026-05-01 23:04:00.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "11933ab7-6532-4187-b768-e4ef06e08040", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.08, "x": 0.11, "y": 0.52 }, "kind": "image", "text": null, "attrs": {}, "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": "2026-05-01 23:04:00.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1535fab7-2a06-4f6e-b84e-6b5b84a4b3c7", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.08, "x": 0.58, "y": 0.22 }, "kind": "image", "text": null, "attrs": {}, "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": "2026-05-01 23:04:00.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "40f2c97f-3eff-424c-bff1-fa5d2f3f19ad", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.08, "x": 0.58, "y": 0.52 }, "kind": "image", "text": null, "attrs": {}, "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": "2026-05-01 23:04:00.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5061d5a2-2964-4bac-b3bd-566b9e6d4bb7", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.08, "x": 0.11, "y": 0.37 }, "kind": "image", "text": null, "attrs": {}, "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": "2026-05-01 23:04:00.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bad8ef9c-4cb9-4531-9113-48d29f65507b", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.08, "x": 0.11, "y": 0.82 }, "kind": "image", "text": null, "attrs": {}, "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": "2026-05-01 23:04:00.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be28bed8-d404-4bf5-b43a-a515cfd75f4b", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.08, "x": 0.11, "y": 0.22 }, "kind": "image", "text": null, "attrs": {}, "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": "2026-05-01 23:04:00.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c61c11db-c428-4f6a-b90d-b512fc3beba8", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.08, "x": 0.58, "y": 0.82 }, "kind": "image", "text": null, "attrs": {}, "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": "2026-05-01 23:04:00.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c9477d0d-e4e7-43ff-93e8-f9bdcf74eb24", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.08, "x": 0.11, "y": 0.67 }, "kind": "image", "text": null, "attrs": {}, "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": "2026-05-01 23:04:00.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dac4e177-537e-4bb1-bc05-866f715bf5ba", "parentComponentId": null }, { "bbox": { "h": 0.069, "w": 0.086, "x": 0.52, "y": 0.12 }, "kind": "image", "text": "smile\nDIRECT\nCLUB", "attrs": {}, "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": "2026-05-01 23:04:00.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3ddab9c4-4fa7-45ef-80c6-5ee49fc7ab2e", "parentComponentId": null }, { "bbox": { "h": 0.069, "w": 0.086, "x": 0.07, "y": 0.12 }, "kind": "image", "text": "smile\nDIRECT CLUB", "attrs": {}, "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": "2026-05-01 23:04:00.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b37a8321-4093-43b7-afed-3349270f7e7a", "parentComponentId": null }, { "bbox": { "h": 0.049, "w": 0.06, "x": 0.04, "y": 0.92 }, "kind": "image", "text": "smile\nDIRECT CLUB", "attrs": {}, "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": "2026-05-01 23:04:00.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cf574601-6c7d-45b6-ba74-450f14dffbb5", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.3, "x": 0.2, "y": 0.37 }, "kind": "list", "text": "Price leadership at a lower cost to traditional braces and competitor clear aligners – $2,050 or $89 per month", "attrs": {}, "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": "2026-05-01 23:04:00.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "03c52027-deb1-4167-9211-d7b52df15d0d", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.3, "x": 0.67, "y": 0.82 }, "kind": "list", "text": "Clinician-led model with visit occurring via Partner Network or SmileShop located in dental office with pilot launching in Q4 2022", "attrs": {}, "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": "2026-05-01 23:04:00.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1a0c136e-4d4a-4c6a-a667-993cbbf20972", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.08, "x": 0.03, "y": 0.69 }, "kind": "list", "text": "Service.", "attrs": {}, "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": "2026-05-01 23:04:00.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3a03f4dc-197d-4269-b9d0-1404c6da29fd", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.3, "x": 0.67, "y": 0.67 }, "kind": "list", "text": "High touch, white-glove experience with embedded clinician visits, locally-based success and care team model with two doctors tied to every case and tech-enabled enhancements", "attrs": {}, "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": "2026-05-01 23:04:00.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "402ac6b3-a2d3-495b-bd1a-79d5550789d5", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.3, "x": 0.67, "y": 0.37 }, "kind": "list", "text": "A higher price point at $3,900 which provides enhanced access to care, while improving economics to both Partners and SDC", "attrs": {}, "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": "2026-05-01 23:04:00.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "48366aa0-1b11-4dc3-ad0f-9df57b7bad92", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.08, "x": 0.03, "y": 0.24 }, "kind": "list", "text": "Target\nconsumer.", "attrs": {}, "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": "2026-05-01 23:04:00.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4fd28261-3b3a-460e-9634-ffa0e545281b", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.3, "x": 0.2, "y": 0.67 }, "kind": "list", "text": "24/7 global customer care team with app enabled support", "attrs": {}, "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": "2026-05-01 23:04:00.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "583d87bb-127d-45f4-a486-3af464dd7e08", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.33, "x": 0.63, "y": 0.144 }, "kind": "list", "text": "Expanded Customer Base with SDC+", "attrs": {}, "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": "2026-05-01 23:04:00.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8fb9485e-1b1d-4bcd-ae23-9fa67a977d1c", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.3, "x": 0.67, "y": 0.22 }, "kind": "list", "text": "Expanding customer base to higher income and teen segments with existing access to teeth straightening", "attrs": {}, "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": "2026-05-01 23:04:00.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "995cfd38-e1cd-42f3-99a7-5f7cad145e48", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.3, "x": 0.67, "y": 0.52 }, "kind": "list", "text": "Clear aligner product combined with an initial set of retainers and other SDC products", "attrs": {}, "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": "2026-05-01 23:04:00.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a71f7131-1134-4e74-ae9a-32156e235c90", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.08, "x": 0.03, "y": 0.54 }, "kind": "list", "text": "Product.", "attrs": {}, "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": "2026-05-01 23:04:00.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aa62819f-dcbc-424d-badb-55cd6dcf38b9", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.08, "x": 0.03, "y": 0.39 }, "kind": "list", "text": "Price\nleader.", "attrs": {}, "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": "2026-05-01 23:04:00.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b2c49be8-2575-4762-adea-c4345b05277e", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.3, "x": 0.2, "y": 0.52 }, "kind": "list", "text": "Refined production know-how and scale capabilities of core 22-hour aligner and nighttime products", "attrs": {}, "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": "2026-05-01 23:04:00.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be11afb8-6544-47c2-94f8-168e713ccc03", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.08, "x": 0.03, "y": 0.84 }, "kind": "list", "text": "Journey\nstarts.", "attrs": {}, "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": "2026-05-01 23:04:00.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cb7a933e-fe72-42a3-9f2d-3c897aad2277", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.3, "x": 0.2, "y": 0.82 }, "kind": "list", "text": "Journey entry points primarily via SmileMaker or SmileShop scans and secondarily via the Partner Network", "attrs": {}, "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": "2026-05-01 23:04:00.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e16b1fd5-d6d4-467b-9f13-c6af3b67f0b2", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.3, "x": 0.2, "y": 0.22 }, "kind": "list", "text": "Historically predominantly focused on serving the $70k income consumer without previous access to teeth straightening", "attrs": {}, "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": "2026-05-01 23:04:00.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e692eb46-a004-493a-a8ff-0d765ca55c5c", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.249, "x": 0.25, "y": 0.144 }, "kind": "list", "text": "Traditional Customer", "attrs": {}, "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": "2026-05-01 23:04:00.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ee7f21d1-8725-40e5-a230-80f4a6300180", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.015, "x": 0.92, "y": 0.94 }, "kind": "source-note", "text": "11", "attrs": {}, "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": "2026-05-01 23:04:00.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9a4b58f7-1059-4af6-b8fa-379a6a3e34c2", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.92, "x": 0.042, "y": 0.049 }, "kind": "title", "text": "Partner network provides SDC+ access to target customer.", "attrs": {}, "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": "2026-05-01 23:04:00.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fe701cde-6026-4194-8b03-a51d55390e0b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 12, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 6, "name": "Solution", "beatId": "5db20381-11dc-47f2-99e5-a9ae0c6adaef", "matchId": "2b830cde-e093-4d1c-a549-bdd9efb0b392", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The deck presents SmileDirectClub's innovative solutions, including SmileMaker and SDC+", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 12, "type": "evidence", "function": "show_traction", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 75, "componentCount": 6, "textChars": 801, "nDataPoints": 10, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:03:51.683+00", "seconds": 5.755, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/12", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-12", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.07, "x": 0.04, "y": 0.92 }, "kind": "image", "text": "smile DIRECT CLUB", "attrs": {}, "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": "2026-05-01 23:03:51.683+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ea42918c-f23a-4c54-96a9-4ba9353e598b", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.46, "x": 0.27, "y": 0.26 }, "kind": "paragraph", "text": "Interest in SDC+ concept by income bracket", "attrs": {}, "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": "2026-05-01 23:03:51.683+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "82ec468e-1b86-4a50-b227-4edd7f8a829c", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.79, "x": 0.13, "y": 0.94 }, "kind": "source-note", "text": "1) Source: SDC+ Quant Research, April 2022, n = 2,126 (US HHI $125K+). Research with US gen pop, 18-65 years old, who are interested in straightening their teeth, or their teen's, in next 3 years, or have straightened their teeth or their teen's in the past 3 years, or are currently in treatment for themselves or their teen's.", "attrs": {}, "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": "2026-05-01 23:03:51.683+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d942e259-c0b6-40e1-a123-0f84c585f7ae", "parentComponentId": null }, { "bbox": { "h": 0.51, "w": 0.47, "x": 0.36, "y": 0.32 }, "kind": "table", "text": "SDC+ $3900 Overall (incomes $25K and up) 70% Under $125K (net) 68% $25,000 to $49,999 61% $50,000 - $74,999 66% $75,000 - $124,999 75% $125K+ (net) 73% 72% $150,000 to $199,999 71% $200,000 to $299,999 73% $300,000 or more 83%", "attrs": { "columns": [ { "type": "string", "header": "Income Bracket" }, { "type": "percentage", "header": "Interest" } ] }, "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": "2026-05-01 23:03:51.683+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "798ac335-ad12-46cc-9a80-9a7712665517", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.88, "x": 0.04, "y": 0.13 }, "kind": "title", "text": "SDC+ is a compelling proposition. In fact, 73% of higher household income customers surveyed indicated a likelihood to purchase.", "attrs": {}, "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": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:03:51.683+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1ed56a68-2949-441f-a83e-b0dc4ec16d57", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.88, "x": 0.04, "y": 0.04 }, "kind": "title", "text": "SDC+ research confirms strength of offering for HHI consumer", "attrs": {}, "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": "2026-05-01 23:03:51.683+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a4a3032a-ec0a-49f2-bbfb-f1929f63abc0", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "4edde1b4-2814-40dd-b631-53194fb803d0", "evidence": "SDC+ $3900 Overall (incomes $25K and up) 70% Under $125K (net) 68% $25,000 to $49,999 61% $50,000 - $74,999 66% $75,000 - $124,999 75% $125K+ (net) 73% 72% $150,000 to $199,999 71% $200,000 to $299,999 73% $3", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:34:52.840767+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 12, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 6, "name": "Solution", "beatId": "5db20381-11dc-47f2-99e5-a9ae0c6adaef", "matchId": "2b830cde-e093-4d1c-a549-bdd9efb0b392", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The deck presents SmileDirectClub's innovative solutions, including SmileMaker and SDC+", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 13, "type": "setup", "function": "establish_context", "rawType": "thesis_headline", "block": null, "metadata": { "slideType": "thesis_headline", "slideTypeCanon": { "name": "Thesis headline", "slug": "thesis_headline", "status": "active", "canonId": "019de52d-073a-70cb-b9f6-772a597bb5af", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "balanced", "densityScore": 32, "componentCount": 5, "textChars": 133, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:03:51.023+00", "seconds": 3.681, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/13", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-13", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.06, "x": 0.04, "y": 0.92 }, "kind": "image", "text": "smile DIRECT CLUB", "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": "2026-05-01 23:03:51.023+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aa96d132-4217-4db2-a6d1-9d9097c77479", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.04, "x": 0.79, "y": 0.62 }, "kind": "image", "text": "smile DIRECT CLUB", "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": "2026-05-01 23:03:51.023+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f953f13b-ec71-4234-8961-bc4085ba06ae", "parentComponentId": null }, { "bbox": { "h": 1, "w": 0.55, "x": 0.45, "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": "2026-05-01 23:03:51.023+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "12855c3d-c95c-458b-a5e9-ad1f4bb6600c", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.22, "x": 0.559, "y": 0.439 }, "kind": "subtitle", "text": "Open for a lifetime supply of confidence.", "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": "2026-05-01 23:03:51.023+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "48eced3f-2e7c-4e35-990e-9e5b303e54a1", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.42, "x": 0.039, "y": 0.359 }, "kind": "title", "text": "A brand customers love & a business positioned for 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": "2026-05-01 23:03:51.023+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0653131b-e5ff-4fe5-82e1-9ecade6c34e6", "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": 13, "name": "Traction", "beatId": "a906947f-c5b9-4748-bbfb-464dd984d61a", "matchId": "2b830cde-e093-4d1c-a549-bdd9efb0b392", "beatType": null, "evidence": "The deck presents the company's traction, including customer growth and brand recognition", "position": 2, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 14, "type": "setup", "function": "present_framework", "rawType": "unfair_advantage", "block": null, "metadata": { "slideType": "unfair_advantage", "slideTypeCanon": { "name": "Unfair advantage", "slug": "unfair_advantage", "status": "active", "canonId": "019de52d-0f56-744f-8bb4-c8a8cca240d6", "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": "overcrowded", "densityScore": 86, "componentCount": 8, "textChars": 1768, "nDataPoints": 2, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:03:53.833+00", "seconds": 6.005, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/14", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-14", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.07, "x": 0.04, "y": 0.92 }, "kind": "image", "text": "smile DIRECT CLUB", "attrs": {}, "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": "2026-05-01 23:03:53.833+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "05bd9260-84fd-4739-8f85-7176b99edc7d", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.87, "x": 0.08, "y": 0.45 }, "kind": "list", "text": "Leading orthodontic DTC channel: Largest DTC orthodontic channel in the world provides attractive unit economics and substantial growth despite temporary macroeconomic factors; Strong omnichannel presence maximizes consumer addressability; Closed loop system offers optimal conversion from sophisticated CRM strategy and opportunities to enhance clinical outcomes from robust data library", "attrs": {}, "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": "2026-05-01 23:03:53.833+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "173d4c8a-ea1c-48d4-9ee0-32f6c5c850a4", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.87, "x": 0.08, "y": 0.76 }, "kind": "list", "text": "Vertically integrated model: Substantial investment in treatment planning, manufacturing, contact center and teledentistry platform; >$300M of capex, including streamlined state-of-the-art manufacturing facility in Tennessee; Vertically integrated model allows business to gain profitable leverage on scale and effectively focus on the end-to-end customer experience", "attrs": {}, "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": "2026-05-01 23:03:53.833+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "440690ba-87b9-4602-867b-ff9efe4daf5e", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.87, "x": 0.08, "y": 0.19 }, "kind": "list", "text": "Large and growing market: Global orthodontics market is large and underserved, and TAM is expanding as aligners are more accessible; Secular shift from wires and brackets to clear aligners; COVID-19 has accelerated facetime: we've never been more aware of our own smiles", "attrs": {}, "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": "2026-05-01 23:03:53.833+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "99e1ad88-87a3-4256-ab77-8fc338c779c6", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.87, "x": 0.08, "y": 0.61 }, "kind": "list", "text": "Differentiated value proposition via teledentistry platform: Complementary to DTC offering, meeting patients where and when they are: in-chair or at home; Professional channel strategy enhances options for consumers to seek treatment, broadening addressability; Addresses key consumer demands offering convenience, access and lower cost of care", "attrs": {}, "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": "2026-05-01 23:03:53.833+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a9344b6b-386d-446b-a45b-a0cf6bd5e869", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.87, "x": 0.08, "y": 0.32 }, "kind": "list", "text": "Trusted brand among customers & professionals: Brand that consumers love (more than 1.7M smiles straightened); Second largest aligner brand and largest DTC orthodontics brand in the world; Premier teledentistry platform offering consumers accessibility & convenience", "attrs": {}, "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": "2026-05-01 23:03:53.833+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b90947a2-906f-4f00-9335-0d47e4cae783", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.02, "x": 0.92, "y": 0.95 }, "kind": "source-note", "text": "14", "attrs": { "numbered": true }, "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": "2026-05-01 23:03:53.833+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "115c50db-dcd6-4c73-b804-c2d04d4eb3a7", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.92, "x": 0.04, "y": 0.06 }, "kind": "title", "text": "Brand and business model are well positioned to take advantage of large market with unique set of strategic assets.", "attrs": {}, "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": "2026-05-01 23:03:53.833+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "32e94c3f-a4b6-4ac8-be73-ba06a337c569", "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": "d4b4b979-1e91-4beb-81d5-7b8176a281e0", "evidence": "list/bullet: Leading orthodontic DTC channel: Largest DTC orthodontic channel in the world provides attractive unit economics and substantial growth despite temporary macroeconomic factors; Strong omnichannel presence ma", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:34:52.949455+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": "common", "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": 13, "name": "Traction", "beatId": "a906947f-c5b9-4748-bbfb-464dd984d61a", "matchId": "2b830cde-e093-4d1c-a549-bdd9efb0b392", "beatType": null, "evidence": "The deck presents the company's traction, including customer growth and brand recognition", "position": 2, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 15, "type": "evidence", "function": "show_traction", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 92, "componentCount": 14, "textChars": 805, "nDataPoints": 5, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:03:56.459+00", "seconds": 8.342, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/15", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-15", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.075, "w": 0.124, "x": 0.042, "y": 0.201 }, "kind": "image", "text": null, "attrs": {}, "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": "2026-05-01 23:03:56.459+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "228aa613-5592-443b-b154-7f3042572fe6", "parentComponentId": null }, { "bbox": { "h": 0.075, "w": 0.124, "x": 0.042, "y": 0.609 }, "kind": "image", "text": null, "attrs": {}, "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": "2026-05-01 23:03:56.459+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "45b6194b-b6e4-4707-8770-049455160334", "parentComponentId": null }, { "bbox": { "h": 0.075, "w": 0.124, "x": 0.042, "y": 0.473 }, "kind": "image", "text": null, "attrs": {}, "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": "2026-05-01 23:03:56.459+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8f1ed51e-dd52-4893-a5b8-3ef5d9bf3465", "parentComponentId": null }, { "bbox": { "h": 0.075, "w": 0.124, "x": 0.042, "y": 0.337 }, "kind": "image", "text": null, "attrs": {}, "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": "2026-05-01 23:03:56.459+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ad5c59f-8aa1-42d9-8957-ca04439862be", "parentComponentId": null }, { "bbox": { "h": 0.075, "w": 0.124, "x": 0.042, "y": 0.745 }, "kind": "image", "text": null, "attrs": {}, "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": "2026-05-01 23:03:56.459+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f636cfbf-2387-4199-bab8-5aa7ccde45f7", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.05, "x": 0.042, "y": 0.918 }, "kind": "image", "text": "smile\nDIRECT CLUB", "attrs": {}, "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": "2026-05-01 23:03:56.459+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "20110275-b4ce-4411-b6dd-b065a8c86d36", "parentComponentId": null }, { "bbox": { "h": 0.705, "w": 0.38, "x": 0.588, "y": 0.175 }, "kind": "image", "text": null, "attrs": {}, "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": "2026-05-01 23:03:56.459+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "387e9e32-91c5-446d-9d8f-3883efb87d2f", "parentComponentId": null }, { "bbox": { "h": 0.075, "w": 0.35, "x": 0.189, "y": 0.628 }, "kind": "list", "text": "An affiliated network of state-licensed doctors in our telehealth platform", "attrs": {}, "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": "2026-05-01 23:03:56.459+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0a8f6ac6-45c8-46bf-8779-2552aae1d1ef", "parentComponentId": null }, { "bbox": { "h": 0.075, "w": 0.35, "x": 0.189, "y": 0.764 }, "kind": "metric", "text": "$5B+ saved by consumers who chose SmileDirectClub aligners over braces since 2014³", "attrs": {}, "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": "2026-05-01 23:03:56.459+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "265cc857-fd50-4efd-aca2-8ac16dae11eb", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.31, "x": 0.189, "y": 0.356 }, "kind": "metric", "text": "332K initial aligner orders shipped¹", "attrs": {}, "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": "2026-05-01 23:03:56.459+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "802db9e1-cb32-4473-a579-d98fc8491abe", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.31, "x": 0.189, "y": 0.492 }, "kind": "metric", "text": "14M+ annual aligners trays produced²", "attrs": {}, "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": "2026-05-01 23:03:56.459+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ce8702f2-1951-4458-aba0-4d36945d11cd", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.31, "x": 0.189, "y": 0.22 }, "kind": "metric", "text": "1.7M+ smiles straightened", "attrs": {}, "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": "2026-05-01 23:03:56.459+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "db1728cd-2ba0-4226-bbd7-d5899af2e544", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.77, "x": 0.099, "y": 0.901 }, "kind": "source-note", "text": "1) Shipped in 2021. 2) Produced in 2021. 3) Calculated using the SinglePay price for SmileDirectClub aligners as of 4/20/2022 vs. average fees (including diagnostics and in-person exams) for treatment of mild-to-moderate malocclusion with braces as reported in a survey of orthodontists. Price comparison does not include additional costs, such as retainers. As treatment is highly individualized, results may not be the same.", "attrs": {}, "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": "2026-05-01 23:03:56.459+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "33425954-0b7c-4033-9399-2974a7ae0fb3", "parentComponentId": null }, { "bbox": { "h": 0.079, "w": 0.92, "x": 0.039, "y": 0.056 }, "kind": "title", "text": "We've brought >1.7MM smiles to customers worldwide through our professional network of licensed orthos & GPs.", "attrs": {}, "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": "2026-05-01 23:03:56.459+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aa11920c-1e80-42fb-871f-42a8f9272310", "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": 13, "name": "Traction", "beatId": "a906947f-c5b9-4748-bbfb-464dd984d61a", "matchId": "2b830cde-e093-4d1c-a549-bdd9efb0b392", "beatType": null, "evidence": "The deck presents the company's traction, including customer growth and brand recognition", "position": 2, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 16, "type": "setup", "function": "establish_context", "rawType": "context", "block": null, "metadata": { "slideType": "context", "slideTypeCanon": { "name": "Context (pitchdeck)", "slug": "context", "status": "active", "canonId": "019de52d-1094-779e-9590-e4603e6a191c", "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": "overcrowded", "densityScore": 79, "componentCount": 7, "textChars": 949, "nDataPoints": 1, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:03:53.938+00", "seconds": 5.207, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/16", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-16", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.3, "w": 0.699, "x": 0.147, "y": 0.18 }, "kind": "image", "text": "Online\nFriends & Family\nDentist", "attrs": {}, "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": "2026-05-01 23:03:53.938+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "229155ff-270f-4601-8b0d-a85e8dfdd91e", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.06, "x": 0.042, "y": 0.92 }, "kind": "image", "text": "smile\nDIRECT CLUB", "attrs": {}, "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": "2026-05-01 23:03:53.938+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "410156b0-02ae-47c0-86e9-2e2b029005b9", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.89, "x": 0.042, "y": 0.534 }, "kind": "list", "text": "Consumers considering straightening their teeth typically do one or all of the following:\n1. Search online to understand their options\n2. Ask a friend or family member which option they should choose\n3. Ask a dentist", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:03:53.938+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "95c3aebe-cf29-4a92-b280-1a66a4779835", "parentComponentId": null }, { "bbox": { "h": 0.072, "w": 0.9, "x": 0.042, "y": 0.796 }, "kind": "paragraph", "text": "Changing perceptions, habits and beliefs is critical to the next phase of our growth as we work to expand our reach and overall share of the market. The following pages provide supplemental information to outline the progress we have made across these three channels.", "attrs": {}, "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": "2026-05-01 23:03:53.938+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "59456401-ea4a-4f56-a9e3-b33d39a879c8", "parentComponentId": null }, { "bbox": { "h": 0.072, "w": 0.9, "x": 0.042, "y": 0.698 }, "kind": "paragraph", "text": "Based on our research, our product and customer experience is competitive with Invisalign and less expensive.1 Our focus continues to be on improving perception across these three channels to continue to gain market share.", "attrs": {}, "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": "2026-05-01 23:03:53.938+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ff69350b-c9ac-4552-af3d-19e352ee1a90", "parentComponentId": null }, { "bbox": { "h": 0.014, "w": 0.509, "x": 0.109, "y": 0.933 }, "kind": "source-note", "text": "1Source: Third-party market research firm research on file at SmileDirectClub; Based on over 1,200 respondents.", "attrs": {}, "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": "2026-05-01 23:03:53.938+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8754ccac-ce55-4157-bdc0-bd25d2fc4892", "parentComponentId": null }, { "bbox": { "h": 0.076, "w": 0.9, "x": 0.039, "y": 0.056 }, "kind": "title", "text": "When customers are considering who to trust, they reference three important channels.", "attrs": {}, "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": "2026-05-01 23:03:53.938+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cac86972-8ad2-4eec-926a-ff1291ff6bb3", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Three-Act Structure", "slug": "three-act-structure", "status": "active", "bestFor": null, "canonId": "019dd956-8812-7796-9105-e7bc0e405681", "version": 1, "bodyDocId": null, "description": "Setup, Confrontation, Resolution - classic dramatic structure", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "e7ab1d0d-ab35-4935-b5ed-d0ac77678bf1", "evidence": "When customers are considering who to trust, they reference three important channels.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:34:53.0585+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "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": 13, "name": "Traction", "beatId": "a906947f-c5b9-4748-bbfb-464dd984d61a", "matchId": "2b830cde-e093-4d1c-a549-bdd9efb0b392", "beatType": null, "evidence": "The deck presents the company's traction, including customer growth and brand recognition", "position": 2, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 17, "type": "evidence", "function": "show_traction", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 88, "componentCount": 9, "textChars": 826, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:03:56.417+00", "seconds": 6.402, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/17", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-17", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.39, "w": 0.54, "x": 0.32, "y": 0.2 }, "kind": "chart", "text": "Total Google/Trustpilot Reviews. SDC: 105,094. Teledentistry players: 3,715. DSO: 19,408.", "attrs": { "title": "Total Google/Trustpilot Reviews", "x_axis_label": null, "y_axis_label": "Total # of Reviews" }, "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": "2026-05-01 23:03:56.417+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1ebc521c-5d99-4628-92d5-5c28c6722735", "parentComponentId": null }, { "bbox": { "h": 0.29, "w": 0.24, "x": 0.72, "y": 0.62 }, "kind": "image", "text": "Two photos of a man, before and after.", "attrs": {}, "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": "2026-05-01 23:03:56.417+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e6f1318c-f632-454c-9d98-ea6312b736a9", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.14, "x": 0.09, "y": 0.29 }, "kind": "metric", "text": "Avg Rating (1) 4.7/5.0 with over 105K member reviews.", "attrs": {}, "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": "2026-05-01 23:03:56.417+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4f9533ca-58f0-4b28-b3de-c6af0b9805ce", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.08, "x": 0.13, "y": 0.78 }, "kind": "metric", "text": "BBB rating of A+", "attrs": {}, "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": "2026-05-01 23:03:56.417+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6f62a67c-49e3-44ad-9a84-14e72efbbac6", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.11, "x": 0.12, "y": 0.53 }, "kind": "metric", "text": "Approx. 21% of members come from referrals.", "attrs": {}, "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": "2026-05-01 23:03:56.417+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f7d917db-bcba-4254-89fa-a9b59cbe7be9", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.92, "x": 0.04, "y": 0.14 }, "kind": "paragraph", "text": "We have made considerable progress on brand perception, and our member satisfaction scores consistently track higher than telehealth peers.", "attrs": {}, "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": "2026-05-01 23:03:56.417+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ec605f42-1c0d-4f4c-ad56-259393a5dbf2", "parentComponentId": null }, { "bbox": { "h": 0.23, "w": 0.4, "x": 0.38, "y": 0.62 }, "kind": "quote", "text": "\"Before starting with SmileDirectClub, I would hide my teeth when smiling... with my wedding coming up in September, it was the perfect time to get started. I can't put into words how happy I am with new smile, and I now can't wait to smile properly for my wedding photos.\" - Adam", "attrs": { "author": "Adam" }, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:03:56.417+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ae22945-917b-4e9e-8cff-8533e99f488d", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.39, "x": 0.1, "y": 0.94 }, "kind": "source-note", "text": "Source: Internal company surveys, public information. Data as of June 2022. Average of Google and Trustpilot Review Ratings.", "attrs": {}, "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": "2026-05-01 23:03:56.417+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0c99d2d2-98fb-4bac-8586-a0699fbc0984", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.76, "x": 0.04, "y": 0.08 }, "kind": "title", "text": "We have built a brand that our members love.", "attrs": {}, "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": "2026-05-01 23:03:56.417+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f9ce3081-8e4d-4db8-964a-ac05ef18337c", "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": 13, "name": "Traction", "beatId": "a906947f-c5b9-4748-bbfb-464dd984d61a", "matchId": "2b830cde-e093-4d1c-a549-bdd9efb0b392", "beatType": null, "evidence": "The deck presents the company's traction, including customer growth and brand recognition", "position": 2, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 18, "type": "setup", "function": "compare_peers", "rawType": "competitive_analysis", "block": null, "metadata": { "slideType": "competitive_analysis", "slideTypeCanon": { "name": "Competitive analysis", "slug": "competitive_analysis", "status": "active", "canonId": "019de52d-093e-776b-94c6-c1573f5f1a31", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 97, "componentCount": 14, "textChars": 1146, "nDataPoints": 30, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:04:00.761+00", "seconds": 9.394, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/18", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-18", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.38, "w": 0.44, "x": 0.042, "y": 0.39 }, "kind": "chart", "text": "Q2 2022 66% 33% 1%; Q1 2022 75% 21% 4%; Q4 2021 69% 23% 7%; Q3 2021 69% 25% 6%; Q2 2021 61% 28% 11%", "attrs": { "chart_type": "stacked bar" }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Horizontal bar chart", "slug": "bar-horizontal", "status": "active", "canonId": "019de52c-fec4-7221-986b-1cb5f5e84b1f", "version": 1, "description": null }, "framework": null }, "subkind": "bar-horizontal", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:04:00.761+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0b588330-f83a-44c3-a218-701092e92e2c", "parentComponentId": null }, { "bbox": { "h": 0.38, "w": 0.44, "x": 0.53, "y": 0.39 }, "kind": "chart", "text": "Q2 2022 71% 27% 2%; Q1 2022 77% 18% 5%; Q4 2021 73% 22% 6%; Q3 2021 71% 21% 8%; Q2 2021 73% 19% 8%", "attrs": { "chart_type": "stacked bar" }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Horizontal bar chart", "slug": "bar-horizontal", "status": "active", "canonId": "019de52c-fec4-7221-986b-1cb5f5e84b1f", "version": 1, "description": null }, "framework": null }, "subkind": "bar-horizontal", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:04:00.761+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8949ff26-28b5-4cb7-b24b-b840f3fd8ef3", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.056, "x": 0.039, "y": 0.92 }, "kind": "image", "text": "smile DIRECT CLUB", "attrs": {}, "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": "2026-05-01 23:04:00.761+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b65973d7-d3b9-4bba-bbfa-4efac5b8f429", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.26, "x": 0.11, "y": 0.815 }, "kind": "list", "text": "Dental professional was positive\nDental professional was neutral\nDental professional was negative", "attrs": {}, "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": "2026-05-01 23:04:00.761+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2e0f5fc6-c3e7-4111-a608-a63100e86250", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.26, "x": 0.6, "y": 0.815 }, "kind": "list", "text": "Dental professional was positive\nDental professional was neutral\nDental professional was negative", "attrs": {}, "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": "2026-05-01 23:04:00.761+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d161f8de-8f28-41c4-b810-aa0f2e6d94f8", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.329, "x": 0.055, "y": 0.027 }, "kind": "list", "text": "Trusted brand among customers & professionals", "attrs": {}, "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": "2026-05-01 23:04:00.761+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f797a2d1-1812-4d3e-ab94-5a7648fc2ecf", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.14, "x": 0.689, "y": 0.259 }, "kind": "other", "text": "Invisalign", "attrs": {}, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:04:00.761+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3b301006-96a1-4a7d-856d-7062461addc5", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.018, "x": 0.94, "y": 0.94 }, "kind": "other", "text": "18", "attrs": {}, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:04:00.761+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "72706284-5fe2-4e9f-85c9-b2393a7c68ba", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.29, "x": 0.18, "y": 0.259 }, "kind": "other", "text": "SmileDirectClub", "attrs": {}, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:04:00.761+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a5106705-c73b-49c2-a65b-d8deb6d493a6", "parentComponentId": null }, { "bbox": { "h": 0.046, "w": 0.44, "x": 0.042, "y": 0.305 }, "kind": "paragraph", "text": "(Previous treatment) Please describe whether you consulted with a dental professional and whether they were positive, negative or neutral on the treatment option¹", "attrs": {}, "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": "2026-05-01 23:04:00.761+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "69e811bc-7289-4193-aca6-a76b6fa82735", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.927, "x": 0.037, "y": 0.156 }, "kind": "paragraph", "text": "65% of customers consult with a dental professional when considering teeth straightening options. Of those customers, fewer are reporting their doctor expressed a negative sentiment while positive/neutral sentiment grows.", "attrs": {}, "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": "2026-05-01 23:04:00.761+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8bb172ff-0dfe-459d-b86a-a027c0cb79e1", "parentComponentId": null }, { "bbox": { "h": 0.033, "w": 0.44, "x": 0.53, "y": 0.305 }, "kind": "paragraph", "text": "(Previous treatment) Was the dental professional positive, negative or neutral on the treatment options? ²", "attrs": {}, "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": "2026-05-01 23:04:00.761+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "abd8a875-40e7-41e9-a434-7ae549075eff", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.417, "x": 0.105, "y": 0.94 }, "kind": "source-note", "text": "Source: U.S. brand tracker (general population): Q2 2022. 1) 189 responses. 2) 240 responses.", "attrs": {}, "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": "2026-05-01 23:04:00.761+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "29c6ccf5-6b3e-4d1c-a531-963c20e0bbfe", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.933, "x": 0.034, "y": 0.068 }, "kind": "title", "text": "SDC sentiment with dental professionals continues to rise – in line with Invisalign.", "attrs": {}, "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": "2026-05-01 23:04:00.761+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0b372412-496f-4c5e-be87-7077a36da48a", "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": 13, "name": "Traction", "beatId": "a906947f-c5b9-4748-bbfb-464dd984d61a", "matchId": "2b830cde-e093-4d1c-a549-bdd9efb0b392", "beatType": null, "evidence": "The deck presents the company's traction, including customer growth and brand recognition", "position": 2, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 19, "type": "evidence", "function": "show_traction", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 96, "componentCount": 19, "textChars": 1499, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:04:01.593+00", "seconds": 10.212, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/19", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-19", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.05, "x": 0.045, "y": 0.92 }, "kind": "image", "text": "smile DIRECT CLUB", "attrs": {}, "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": "2026-05-01 23:04:01.593+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8aa034cd-39c5-4d71-b8c7-f46e6b43b11f", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.91, "x": 0.045, "y": 0.82 }, "kind": "image", "text": "AMERICAN ACADEMY OF CLEAR ALIGNERS, NATIONAL DENTAL ASSOCIATION, American Association of Dental Boards, American TeleDentistry Association, ATA MEMBER, WOMEN IN DSO, ADSO Association of Dental Support Organizations", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:04:01.593+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "630a9d54-52ae-48a6-8e93-1ff315173e84", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.099, "x": 0.101, "y": 0.287 }, "kind": "metric", "text": "200K", "attrs": {}, "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": "2026-05-01 23:04:01.593+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "382d0ba6-7e2a-49b4-a272-40d3c19769a0", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.17, "x": 0.679, "y": 0.48 }, "kind": "metric", "text": "Grow revenue", "attrs": {}, "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": "2026-05-01 23:04:01.593+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "58e9572c-3942-4626-81e4-85f6161af12e", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.07, "x": 0.39, "y": 0.48 }, "kind": "metric", "text": "61%", "attrs": {}, "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": "2026-05-01 23:04:01.593+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8a1c583a-6b9b-4002-a39d-d8ade131890e", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.07, "x": 0.679, "y": 0.287 }, "kind": "metric", "text": "85%", "attrs": {}, "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": "2026-05-01 23:04:01.593+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aa7aa30b-87ee-4eb9-8a99-fe7e818d3b53", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.049, "x": 0.101, "y": 0.48 }, "kind": "metric", "text": "2%", "attrs": {}, "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": "2026-05-01 23:04:01.593+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ca747d84-d627-431d-8845-07497fb5644a", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.169, "x": 0.39, "y": 0.287 }, "kind": "metric", "text": "85% - 90%", "attrs": {}, "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": "2026-05-01 23:04:01.593+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f5239d51-a42e-4c97-b636-6e57a7804163", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.02, "x": 0.913, "y": 0.94 }, "kind": "other", "text": "19", "attrs": {}, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:04:01.593+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4d80a915-67f5-4f49-9655-3ce898bb7993", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.91, "x": 0.045, "y": 0.68 }, "kind": "paragraph", "text": "Our industry memberships, affiliations and partnerships are growing, most recently with the American Academy of Clear Aligners (AACA), which has turned from actively campaigning against SDC to asking us to become a member as demonstrated by their recent retraction in the AACA Journal Fall 2021 Issue.²", "attrs": {}, "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": "2026-05-01 23:04:01.593+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0fca8937-033e-42af-a759-2d682dbc5f0e", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.219, "x": 0.101, "y": 0.518 }, "kind": "paragraph", "text": "Total GP revenue that is orthodontics", "attrs": {}, "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": "2026-05-01 23:04:01.593+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "105a5829-3dd3-4d7c-9da6-7314c507184b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.219, "x": 0.679, "y": 0.325 }, "kind": "paragraph", "text": "SDC's awareness with GPs is second only to Invisalign (95%)¹", "attrs": {}, "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": "2026-05-01 23:04:01.593+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1d32f6fc-8713-4b9c-becc-bc098cecd02a", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.219, "x": 0.39, "y": 0.518 }, "kind": "paragraph", "text": "Doctors who have some degree of interest in being part of our Partner Network and offering SmileDirectClub to patients¹", "attrs": {}, "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": "2026-05-01 23:04:01.593+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b0c067ab-95a9-40bd-8834-39b0812b6aa8", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.219, "x": 0.679, "y": 0.518 }, "kind": "paragraph", "text": "The reason GPs are most interested in joining the Partner Network¹", "attrs": {}, "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": "2026-05-01 23:04:01.593+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ce605589-cdad-49ba-973a-e37c6a69fab5", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.219, "x": 0.101, "y": 0.325 }, "kind": "paragraph", "text": "General Practices (GPs) in North America looking to grow their patient base and revenue", "attrs": {}, "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": "2026-05-01 23:04:01.593+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d315fd3d-30c5-46ea-b1d1-bd116ee03876", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.219, "x": 0.39, "y": 0.325 }, "kind": "paragraph", "text": "People worldwide eligible for treatment – a missed opportunity for GPs", "attrs": {}, "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": "2026-05-01 23:04:01.593+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e5d1c50e-8012-4e8f-b317-7d4ab65f2084", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.91, "x": 0.045, "y": 0.149 }, "kind": "paragraph", "text": "We have a huge growth opportunity with GPs and the Partner Network. Doctors have high awareness of SmileDirectClub, are open to our offering, and are compelled by our value proposition.", "attrs": {}, "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": "2026-05-01 23:04:01.593+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "efbd97cb-8a99-4706-9582-ea9ae1a28a26", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.68, "x": 0.101, "y": 0.92 }, "kind": "source-note", "text": "¹ Source: Brand tracking survey with Aegis trade media publishers\n² Academy of Clear Aligners Fall 2021 Issue: AACA Digs Deeper. Published November 1. (Pages 10, 12.) Go to: https://bit.ly/3CITzsd for a copy of the report", "attrs": {}, "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": "2026-05-01 23:04:01.593+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c66e9b72-960b-45bf-b86a-b4785d3b41ed", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.91, "x": 0.045, "y": 0.06 }, "kind": "title", "text": "...and we continue to make progress in building credibility with the dental community.", "attrs": {}, "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": "2026-05-01 23:04:01.593+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0108a511-b681-4a93-bfea-820fb9603599", "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": 13, "name": "Traction", "beatId": "a906947f-c5b9-4748-bbfb-464dd984d61a", "matchId": "2b830cde-e093-4d1c-a549-bdd9efb0b392", "beatType": null, "evidence": "The deck presents the company's traction, including customer growth and brand recognition", "position": 2, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 20, "type": "resolution", "function": "present_solution", "rawType": "solution", "block": null, "metadata": { "slideType": "solution", "slideTypeCanon": { "name": "Solution", "slug": "solution", "status": "active", "canonId": "019de52d-0eb5-72ff-8b70-ba70a4199282", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 97, "componentCount": 14, "textChars": 2311, "nDataPoints": 10, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:04:02.905+00", "seconds": 10.707, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/20", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-20", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.07, "x": 0.04, "y": 0.91 }, "kind": "image", "text": "smile DIRECT CLUB", "attrs": {}, "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": "2026-05-01 23:04:02.905+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5cb6f1cc-5cb4-4036-9c50-32d03526962d", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.169, "x": 0.581, "y": 0.582 }, "kind": "list", "text": "Club members use the telehealth platform for face-to-face remote check-ins with their doctor\nMembers can start treatment from SmileShops, at partner dental locations, or at home using an impression kit\nAll aligners arrive up front – customers never wait on their next set\nExperienced dental team is available 24/7 via text, video chat, email or phone\nCustomers use the app to track and manage their entire treatment", "attrs": {}, "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": "2026-05-01 23:04:02.905+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "290a1450-d5d1-414d-9bf5-01a580c3537d", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.169, "x": 0.04, "y": 0.582 }, "kind": "list", "text": "Treatment plan is tailored using proprietary telehealth platform\nAll doctors have 4+ years of aligner experience\n100% of aligners are made in FDA registered and ISO certified 3D printing facility in Tennessee", "attrs": {}, "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": "2026-05-01 23:04:02.905+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "318c22c6-ed04-4c27-80b4-7f97af3c4f0b", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.169, "x": 0.401, "y": 0.443 }, "kind": "list", "text": "Laser-cut aligners look and feel better than ever", "attrs": {}, "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": "2026-05-01 23:04:02.905+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "349646cc-7bf4-43b6-a143-d0529a7cb961", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.169, "x": 0.04, "y": 0.443 }, "kind": "list", "text": "1.7M members treated, with a brand at scale that members love", "attrs": {}, "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": "2026-05-01 23:04:02.905+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4c620eb9-b7fe-4545-b03c-f3bc37a8d7f6", "parentComponentId": null }, { "bbox": { "h": 0.29, "w": 0.169, "x": 0.401, "y": 0.582 }, "kind": "list", "text": "ComfortSense is a unique soft, medium, firm plastic, which provides for more gradual movements and a more comfortable fit\nSmooth edges and a custom-shaped aligner means less overlap and irritation of the gumline\nMatte finish gives aligners a natural look\nNo buttons, attachments, or IPR\nTwo ways to wear aligners: 22 hours a day, or 10 continuous hours only at night", "attrs": {}, "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": "2026-05-01 23:04:02.905+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5ca71376-5c87-414b-a397-74778665bc71", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.169, "x": 0.762, "y": 0.443 }, "kind": "list", "text": "SDC aligners cost as little as $3 / day", "attrs": {}, "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": "2026-05-01 23:04:02.905+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "659986ba-6f56-423c-8adf-1c6ef5a45e4b", "parentComponentId": null }, { "bbox": { "h": 0.29, "w": 0.169, "x": 0.762, "y": 0.582 }, "kind": "list", "text": "Two ways for customers to pay: one single payment or monthly over 26 months\n100% approval on financing, no credit check, no paperwork\nIn network with most major health insurers\nCustomers can use HSA, FSA, and CareCredit funds\nAll aligner touch-ups are included\nWhitening is included", "attrs": {}, "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": "2026-05-01 23:04:02.905+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "80479d7c-b907-4df4-af2a-25b251a42c47", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.169, "x": 0.22, "y": 0.443 }, "kind": "list", "text": "Customers enjoy a new smile in as little as 4-6 months", "attrs": {}, "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": "2026-05-01 23:04:02.905+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "94af64d3-9f03-4fb0-b375-16293ce9284d", "parentComponentId": null }, { "bbox": { "h": 0.245, "w": 0.169, "x": 0.22, "y": 0.582 }, "kind": "list", "text": "Efficacy of teleorthodontic treatment with clear aligners validated by clinical research\nCustomers can start seeing results in as little as 60 days, and they can be certain in their outcome\nAll smiles come with a lifetime smile guarantee\nBetter oral hygiene – customers can brush and floss without brackets in the way\nDeliver all aligners and retainers directly to the customer, upfront", "attrs": {}, "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": "2026-05-01 23:04:02.905+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b119794f-7955-4cd2-9180-00884188e29f", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.169, "x": 0.581, "y": 0.443 }, "kind": "list", "text": "In-office visits optional with three ways to get started", "attrs": {}, "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": "2026-05-01 23:04:02.905+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "efefdc4e-d1bd-4c2b-9f2f-5f8cbfc58f1c", "parentComponentId": null }, { "bbox": { "h": 0.069, "w": 0.847, "x": 0.109, "y": 0.162 }, "kind": "paragraph", "text": "Orthodontists have traditionally purchased invisible aligners from a wholesaler or manufacturer, marked up the cost and then sold them to consumers for $5,000-$8,000. SDC's proprietary telehealth platform offers consumers the ability to get the same clinically safe and effective treatment, but without the markup.", "attrs": {}, "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": "2026-05-01 23:04:02.905+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2bec345f-3ebc-47ff-bc7e-aa1971c9f6eb", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.023, "x": 0.913, "y": 0.954 }, "kind": "source-note", "text": "20", "attrs": {}, "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": "2026-05-01 23:04:02.905+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "08b0cd6e-6099-48fa-9219-abe7f0505e87", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.925, "x": 0.038, "y": 0.06 }, "kind": "title", "text": "Customers continue to choose SDC - now with even more options.", "attrs": {}, "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": "2026-05-01 23:04:02.905+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fde87658-31fc-4cd9-9f59-08a5d12ab9db", "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": "ff7fce90-1848-4ce5-9eae-f60389872866", "evidence": "The slide contains a list of bullet points describing features and benefits of SDC's telehealth platform and clear aligners.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:34:42.918087+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Storytelling: audience calibration", "slug": "audience", "status": "active", "bestFor": null, "canonId": "019df269-23ea-723a-87c0-af1d78d702d2", "version": 1, "bodyDocId": "019df269-23c5-72ec-8b94-78fc1da7b656", "description": "The same thesis, written for four different audiences, produces four", "familyLabel": "narrative-block", "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "agent": "storyteller", "layer": "slide", "agents": [ "storyteller" ], "matchId": "e344d9ef-c7fd-4ac0-a283-6a3976abc68f", "evidence": "The slide appears to be targeting customers, using language and terminology that is relevant to their needs and interests.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:34:42.951918+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "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": 13, "name": "Traction", "beatId": "a906947f-c5b9-4748-bbfb-464dd984d61a", "matchId": "2b830cde-e093-4d1c-a549-bdd9efb0b392", "beatType": null, "evidence": "The deck presents the company's traction, including customer growth and brand recognition", "position": 2, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 21, "type": "setup", "function": "present_solution", "rawType": "unfair_advantage", "block": null, "metadata": { "slideType": "unfair_advantage", "slideTypeCanon": { "name": "Unfair advantage", "slug": "unfair_advantage", "status": "active", "canonId": "019de52d-0f56-744f-8bb4-c8a8cca240d6", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 92, "componentCount": 21, "textChars": 715, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:04:03.669+00", "seconds": 10.507, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/21", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-21", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.079, "x": 0.042, "y": 0.92 }, "kind": "image", "text": "smile DIRECT CLUB", "attrs": {}, "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": "2026-05-01 23:04:03.669+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d993cdc-c9dc-4fbb-9ce5-e116b582297d", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.079, "x": 0.538, "y": 0.17 }, "kind": "image", "text": "smile DIRECT CLUB", "attrs": {}, "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": "2026-05-01 23:04:03.669+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d9498b22-b912-43b4-b8a1-8ce2e06e95bd", "parentComponentId": null }, { "bbox": { "h": 0.022, "w": 0.089, "x": 0.05, "y": 0.626 }, "kind": "list", "text": "Access", "attrs": {}, "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": "2026-05-01 23:04:03.669+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "245fd2fd-6fa8-4524-9097-efd9682583e1", "parentComponentId": null }, { "bbox": { "h": 0.028, "w": 0.25, "x": 0.05, "y": 0.834 }, "kind": "list", "text": "Barred by poor credit", "attrs": {}, "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": "2026-05-01 23:04:03.669+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "301dec4e-987c-4f65-97fb-df280b49bd5d", "parentComponentId": null }, { "bbox": { "h": 0.028, "w": 0.25, "x": 0.54, "y": 0.898 }, "kind": "list", "text": "100% approval rating", "attrs": {}, "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": "2026-05-01 23:04:03.669+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "33f4a640-3da7-4a81-bc19-2dd401e023ab", "parentComponentId": null }, { "bbox": { "h": 0.022, "w": 0.13, "x": 0.05, "y": 0.79 }, "kind": "list", "text": "Financing", "attrs": {}, "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": "2026-05-01 23:04:03.669+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "358b264e-c93c-42c0-8405-c2a28f2c4db6", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.32, "x": 0.05, "y": 0.67 }, "kind": "list", "text": "Limited access to treatment (Only approximately 40% of U.S. counties have orthodontists)", "attrs": {}, "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": "2026-05-01 23:04:03.669+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "471e8c66-b286-4652-b364-c24588c8261c", "parentComponentId": null }, { "bbox": { "h": 0.056, "w": 0.38, "x": 0.54, "y": 0.834 }, "kind": "list", "text": "Captive financing for accessible credit", "attrs": {}, "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": "2026-05-01 23:04:03.669+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5eb9c050-fa8d-4eb6-8981-4682db3e90d8", "parentComponentId": null }, { "bbox": { "h": 0.022, "w": 0.07, "x": 0.05, "y": 0.28 }, "kind": "list", "text": "Cost", "attrs": {}, "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": "2026-05-01 23:04:03.669+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "74e1db7b-e357-4d14-a687-fcda168196bc", "parentComponentId": null }, { "bbox": { "h": 0.028, "w": 0.209, "x": 0.05, "y": 0.497 }, "kind": "list", "text": "12 – 24 months", "attrs": {}, "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": "2026-05-01 23:04:03.669+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7e874c86-fd1b-4bcd-a3f0-f0fec4abfbd6", "parentComponentId": null }, { "bbox": { "h": 0.056, "w": 0.38, "x": 0.54, "y": 0.67 }, "kind": "list", "text": "Access across U.S., Canada, U.K., France, Australia and Ireland", "attrs": {}, "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": "2026-05-01 23:04:03.669+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ee4036a-8d74-4749-a69f-737001d4e65d", "parentComponentId": null }, { "bbox": { "h": 0.028, "w": 0.38, "x": 0.54, "y": 0.551 }, "kind": "list", "text": "Kits, SmileShops, dentist office", "attrs": {}, "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": "2026-05-01 23:04:03.669+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a06dcf32-1eb4-40fb-854c-5515d90e22ae", "parentComponentId": null }, { "bbox": { "h": 0.028, "w": 0.18, "x": 0.05, "y": 0.324 }, "kind": "list", "text": "$5,000 – $8,000", "attrs": {}, "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": "2026-05-01 23:04:03.669+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a59d8a8a-b2dc-40a1-b4a8-3b80b95e0007", "parentComponentId": null }, { "bbox": { "h": 0.022, "w": 0.149, "x": 0.05, "y": 0.409 }, "kind": "list", "text": "Convenience", "attrs": {}, "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": "2026-05-01 23:04:03.669+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b067b2ec-b3bc-4486-b354-fa16ed3aef95", "parentComponentId": null }, { "bbox": { "h": 0.028, "w": 0.29, "x": 0.05, "y": 0.453 }, "kind": "list", "text": "10 – 15 orthodontist visits", "attrs": {}, "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": "2026-05-01 23:04:03.669+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cba501a1-040a-4de9-992d-4134c38ba3db", "parentComponentId": null }, { "bbox": { "h": 0.028, "w": 0.17, "x": 0.54, "y": 0.517 }, "kind": "list", "text": "5 – 10 months", "attrs": {}, "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": "2026-05-01 23:04:03.669+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d639caaa-ac4c-4ec4-885f-538a5e7f8ee9", "parentComponentId": null }, { "bbox": { "h": 0.056, "w": 0.38, "x": 0.54, "y": 0.453 }, "kind": "list", "text": "Doctor-directed remote teledentistry In-office visit optional", "attrs": {}, "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": "2026-05-01 23:04:03.669+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ef7e22b6-5581-435f-b0be-04645e5e782f", "parentComponentId": null }, { "bbox": { "h": 0.028, "w": 0.129, "x": 0.54, "y": 0.324 }, "kind": "metric", "text": "$2,050(1)", "attrs": {}, "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": "2026-05-01 23:04:03.669+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7206a827-a0b9-4226-9772-beb11ed5b7fb", "parentComponentId": null }, { "bbox": { "h": 0.028, "w": 0.379, "x": 0.05, "y": 0.189 }, "kind": "paragraph", "text": "Traditional orthodontic model", "attrs": {}, "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": "2026-05-01 23:04:03.669+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "27b4eb35-afaf-469b-9891-9df11eca5770", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.77, "x": 0.119, "y": 0.96 }, "kind": "source-note", "text": "(1) Increased to $2,050 from $1,950 in April 2022 for U.S. with increases targeted for rest of world in Q2 and Q3 2022.", "attrs": {}, "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": "2026-05-01 23:04:03.669+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "df6c8d8a-72bc-40b8-99c5-be5c42c85ffb", "parentComponentId": null }, { "bbox": { "h": 0.076, "w": 0.88, "x": 0.042, "y": 0.06 }, "kind": "title", "text": "Utilizing clinically distinguished teledentistry to offer clear aligners affordably and conveniently.", "attrs": {}, "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": "2026-05-01 23:04:03.669+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ae11aef1-d1b8-4ace-be2e-e42947614c8b", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e6af9e6d-06ea-4c09-a5bd-20f4358898a8", "evidence": "The slide implies a comparison between traditional orthodontic model and SDC's model, but does not explicitly show a 2x2 matrix.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 01:34:43.019643+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Problem-Agitate-Solve (PAS)", "slug": "problem-agitate-solve-pas", "status": "active", "bestFor": null, "canonId": "019dd956-869f-7564-8d42-de54ed29ab90", "version": 1, "bodyDocId": null, "description": "Identify problem, agitate the pain, present the solution", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "74c72b34-3cd8-40ff-a1c5-4cc6fdcc934a", "evidence": "The slide presents a problem (limited access to treatment), agitates it (high costs and limited accessibility), and implies a solution (SDC's teledentistry model).", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:34:43.053482+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 22, "type": "setup", "function": "present_solution", "rawType": "unfair_advantage", "block": null, "metadata": { "slideType": "unfair_advantage", "slideTypeCanon": { "name": "Unfair advantage", "slug": "unfair_advantage", "status": "active", "canonId": "019de52d-0f56-744f-8bb4-c8a8cca240d6", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 92, "componentCount": 10, "textChars": 1015, "nDataPoints": 8, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:04:01.815+00", "seconds": 7.43, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/22", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-22", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.92, "x": 0.04, "y": 0.88 }, "kind": "callout", "text": "Produced 14M+ individual aligner trays in 2021, averaging over 40K per day", "attrs": {}, "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": "2026-05-01 23:04:01.815+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f559ef0b-e63a-413f-a61c-3f026bb225cf", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.45, "x": 0.04, "y": 0.15 }, "kind": "chart", "text": "Historical Capex Over Time ($M)\n$42 2018\n$106 2019\n$97 2020\n$107 2021", "attrs": { "title": "Historical Capex Over Time ($M)", "x_axis_labels": [ "2018", "2019", "2020", "2021" ], "y_axis_labels": [ "$42", "$97", "$106", "$107" ] }, "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": "2026-05-01 23:04:01.815+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7cbb3398-d1c9-4acc-adf1-e43c587a0edc", "parentComponentId": null }, { "bbox": { "h": 0.21, "w": 0.38, "x": 0.54, "y": 0.65 }, "kind": "image", "text": null, "attrs": {}, "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": "2026-05-01 23:04:01.815+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9c8d5edf-861e-4b4d-a2b5-6cb97b93f17c", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.22, "x": 0.05, "y": 0.63 }, "kind": "image", "text": null, "attrs": {}, "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": "2026-05-01 23:04:01.815+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ab51f8a5-455e-4ae6-82dc-40c576da308f", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.21, "x": 0.28, "y": 0.63 }, "kind": "image", "text": null, "attrs": {}, "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": "2026-05-01 23:04:01.815+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f2a1c737-cbb3-467e-8739-91e9d822e202", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.12, "x": 0.28, "y": 0.83 }, "kind": "list", "text": "45K sq. ft.", "attrs": {}, "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": "2026-05-01 23:04:01.815+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6e7b8da6-e884-47fc-9732-7bf248100922", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.45, "x": 0.51, "y": 0.19 }, "kind": "list", "text": "Vertically integrated business model allows the company to gain profitable leverage on scale and provide customers the best experience possible\nNashville, TN state-of-the-art facility represents America's largest 3D printing and clear aligner production facility\n>$300M capex over last 3 years resulted in streamlined manufacturing, positive trends and better customer experience\nFaster turnaround times\nGreater productivity and reduced labor\nReduction in scrap\nHigher quality aligner trays\nInvestment in proprietary treatment planning software and virtual tools drive greater automation, improved outcomes and better customer experience\n2nd gen machines producing ~90% of aligners\nFull redundancy back up facility in Columbia, TN", "attrs": { "title": "Commentary" }, "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": "2026-05-01 23:04:01.815+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e35af6ef-6853-4615-a21c-a71306d5142c", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.19, "x": 0.05, "y": 0.83 }, "kind": "list", "text": "307K sq. ft combined", "attrs": {}, "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": "2026-05-01 23:04:01.815+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f66d42f0-fb99-47df-a749-a29fe0034ad9", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.45, "x": 0.04, "y": 0.59 }, "kind": "list", "text": "Antioch & Columbia, TN Alajuela, Costa Rica", "attrs": { "title": "Facilities Overview" }, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:04:01.815+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f149f7d4-da40-4001-aa67-89cb25b50731", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.92, "x": 0.04, "y": 0.05 }, "kind": "title", "text": "Substantial strategic value in vertically integrated business model.", "attrs": {}, "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": "2026-05-01 23:04:01.815+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9a9f5553-e54e-4532-a336-d01f3db0a3e6", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Thesis: Operational turnaround", "slug": "operational-turnaround", "status": "active", "bestFor": null, "canonId": "019df269-1c25-7639-9b85-c7013c34e70a", "version": 1, "bodyDocId": "019df269-1c01-74db-9d43-f78364f31178", "description": "You argue the target's underperformance is operational — costs too high,", "familyLabel": "thesis-archetype", "categoryName": "Competitive", "categorySlug": "competitive" }, "agent": "storyteller", "layer": "slide", "agents": [ "storyteller" ], "matchId": "b8693fd0-9a6e-46ba-bd57-6b4a4e5636d0", "evidence": "The slide mentions a 'state-of-the-art facility' and 'produced 14M+ individual aligner trays in 2021', implying operational efficiency.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 01:34:43.124814+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 23, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 8, "componentCount": 3, "textChars": 21, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:03:57.52+00", "seconds": 3.106, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/23", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-23", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.056, "x": 0.045, "y": 0.92 }, "kind": "image", "text": null, "attrs": {}, "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": "2026-05-01 23:03:57.52+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7799c742-aa46-4a77-a4bd-0730e35bd8d9", "parentComponentId": null }, { "bbox": { "h": 0.841, "w": 0.492, "x": 0.508, "y": 0.159 }, "kind": "image", "text": null, "attrs": {}, "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": "2026-05-01 23:03:57.52+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "10aa8e9a-1b93-48d9-a97d-97124d12d156", "parentComponentId": null }, { "bbox": { "h": 0.056, "w": 0.426, "x": 0.038, "y": 0.366 }, "kind": "title", "text": "Q2 financial results.", "attrs": {}, "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": "2026-05-01 23:03:57.52+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4f0c6d93-4e7e-4c74-840d-7a76931267b0", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 30, "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": 23, "name": "Financials", "beatId": "da60c0d4-e750-4af5-9728-6ca65c923f61", "matchId": "2b830cde-e093-4d1c-a549-bdd9efb0b392", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The deck presents Q2 financial results and 2022 guidance", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 24, "type": "evidence", "function": "show_traction", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 90, "componentCount": 8, "textChars": 1563, "nDataPoints": 30, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:04:04.222+00", "seconds": 7.963, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/24", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-24", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.402, "w": 0.43, "x": 0.53, "y": 0.449 }, "kind": "chart", "text": "Sequential Revenue & Gross Profit ($ in millions)\n$152\n$109\n($34)\n($76)\nQ1 2022\n$126\n$92\n($23)\n($36)\nQ2 2022\nRevenue\nGross Profit\nAdjusted EBITDA\nFCF", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:04:04.222+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5c62633d-39f7-48c5-8f9b-7744c06d77f3", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.06, "x": 0.04, "y": 0.93 }, "kind": "image", "text": "smile\nDIRECT CLUB", "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": "2026-05-01 23:04:04.222+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4c3a1dd2-ed8f-414c-b5c1-9673facfaf4e", "parentComponentId": null }, { "bbox": { "h": 0.63, "w": 0.44, "x": 0.039, "y": 0.15 }, "kind": "list", "text": "Revenue for the quarter was $125.8 million, which is down (27.8%) year-over-year and down (17.0%) over Q1 2022, due to the seasonal trends for Q1 to Q2 and increased macroeconomic headwinds impacting our customers.\nGross margin for the quarter was 72.9%, which represents a (76 bps) decline year-over-year, and a 131 bps increase compared to Q1 2022.\nQ2 Adjusted EBITDA(1) was $(23.2mm) for the quarter, an improvement of $11.3mm compared to Q1 2022, despite a ($25.9mm) decrease in revenue driven primarily for recognizing savings for a full quarter from cost actions taken in January.\nNet loss for the quarter was ($65.5mm).\nQ2 Free Cash Flow improved $40.8 million compared to Q1 2022 and improved $17.7 million compared to Q2 2021", "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": "2026-05-01 23:04:04.222+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "74c8ad63-6309-47ba-9405-5ce9c30a6d78", "parentComponentId": null }, { "bbox": { "h": 0.019, "w": 0.019, "x": 0.95, "y": 0.95 }, "kind": "other", "text": "24", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:04:04.222+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "875979fd-e853-4c93-a349-1fb0ff58d4d8", "parentComponentId": null }, { "bbox": { "h": 0.039, "w": 0.76, "x": 0.12, "y": 0.94 }, "kind": "source-note", "text": "(1) Adjusted EBITDA and Free Cash Flow are non-GAAP financial measure. See appendix for definition of Adjusted EBITDA and Free Cash Flow.\nPrior period reconciliations are available in historical SEC filings at https://investors.smiledirectclub.com/financial-filings/sec-filings.", "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": "2026-05-01 23:04:04.222+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2d54a2c0-693a-479a-9035-0fa6c2a37051", "parentComponentId": null }, { "bbox": { "h": 0.301, "w": 0.447, "x": 0.513, "y": 0.135 }, "kind": "table", "text": "Q2 2022\nQoQ\nYOY\nNet Revenue\n$ 125.8mm\n(17.0%)\n(27.8%)\nGross Profit\n$ 91.7mm\n(15.5%)\n(28.5%)\nGross Margin %\n72.9%\n131 bps\n(76 bps)\nAdjusted EBITDA(1)\n$ (23.2mm)\n$ 11.3mm\n$ (0.7mm)\nEPS, Diluted\n$ (0.17)\n$ 0.02\n$ (0.03)\nFree Cash Flow(1)\n$ (35.6mm)\n$ 40.8mm\n$ 17.7mm", "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": "2026-05-01 23:04:04.222+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1d52bc16-cf4d-4bba-adc8-9b93732033a6", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.47, "x": 0.49, "y": 0.873 }, "kind": "title", "text": "Q2 2022 revenue decreased $25.9 million compared to Q1 2022 while Adjusted EBITDA improved $11.3 million", "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": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:04:04.222+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a0e8b3d6-f507-4f49-8da9-3718d5eac722", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.34, "x": 0.039, "y": 0.049 }, "kind": "title", "text": "Q2 2022 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": "2026-05-01 23:04:04.222+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "61dda2a9-02ca-4aa6-a173-ffcc36d94a25", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 30, "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": 23, "name": "Financials", "beatId": "da60c0d4-e750-4af5-9728-6ca65c923f61", "matchId": "2b830cde-e093-4d1c-a549-bdd9efb0b392", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The deck presents Q2 financial results and 2022 guidance", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 25, "type": "appendix", "function": "analyze_data", "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": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 86, "componentCount": 8, "textChars": 770, "nDataPoints": 20, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:04:04.084+00", "seconds": 7.089, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/25", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-25", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.33, "w": 0.43, "x": 0.54, "y": 0.56 }, "kind": "chart", "text": "Gross Profit\n$137 $58 $119 $136 $151 $128 $98 $82 $109 $92", "attrs": { "title": "Gross Profit", "x_axis_labels": "Q1 2020, Q2 2020, Q3 2020, Q4 2020, Q1 2021, Q2 2021, Q3 2021, Q4 2021, Q1 2022, Q2 2022", "y_axis_labels": "$58, $82, $92, $98, $109, $119, $128, $136, $137, $151" }, "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": "2026-05-01 23:04:04.084+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "406691a2-4420-4a27-b57e-ea7564630065", "parentComponentId": null }, { "bbox": { "h": 0.33, "w": 0.43, "x": 0.54, "y": 0.17 }, "kind": "chart", "text": "Gross margin %(1)\n70% 54% 70% 74% 76% 74% 71% 65% 72% 73%", "attrs": { "title": "Gross margin %(1)", "x_axis_labels": "Q1 2020, Q2 2020, Q3 2020, Q4 2020, Q1 2021, Q2 2021, Q3 2021, Q4 2021, Q1 2022, Q2 2022", "y_axis_labels": "54%, 65%, 70%, 71%, 72%, 73%, 74%, 76%" }, "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": "2026-05-01 23:04:04.084+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eb6dd0e1-3725-4c04-a0ec-7237f1761bb3", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.07, "x": 0.045, "y": 0.92 }, "kind": "image", "text": "smile DIRECT CLUB", "attrs": {}, "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": "2026-05-01 23:04:04.084+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0146d98a-1b5f-4b66-87ee-b221c77391c5", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.47, "x": 0.045, "y": 0.385 }, "kind": "list", "text": "Q2 2022 gross margin improvement driven by improvements in labor efficiency and lower material costs compared to Q1 2022.", "attrs": {}, "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": "2026-05-01 23:04:04.084+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8ce0b656-0754-47b2-a254-b05eff6aef20", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.47, "x": 0.045, "y": 0.235 }, "kind": "list", "text": "On COGS, we continue to leverage our manufacturing automation enhancements with our 2nd Gen machines producing approximately 90% of our aligners in the quarter.", "attrs": {}, "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": "2026-05-01 23:04:04.084+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "93555783-f742-4b86-8971-cbf0f367d00a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.47, "x": 0.045, "y": 0.15 }, "kind": "list", "text": "Gross margin for the quarter was 73%, which represents a 131 bps increase compared to Q1 2022.", "attrs": {}, "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": "2026-05-01 23:04:04.084+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b352467e-08dd-429d-b45e-332485e14654", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.85, "x": 0.12, "y": 0.92 }, "kind": "source-note", "text": "(1) In Q4 2021, one-time costs related to the implementation of our internal treatment planning software, SmileOS and lower retail margin, primarily due to higher expansion costs and excess inventory costs had an approximate 400 bps impact on margin.", "attrs": {}, "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": "2026-05-01 23:04:04.084+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d8a7cded-a675-4ba7-99c2-3dc03799931c", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.32, "x": 0.045, "y": 0.05 }, "kind": "title", "text": "Gross margin.", "attrs": {}, "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": "2026-05-01 23:04:04.084+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "83a38da6-94d3-4358-bb94-bd5f67a2e0b4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 30, "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": 23, "name": "Financials", "beatId": "da60c0d4-e750-4af5-9728-6ca65c923f61", "matchId": "2b830cde-e093-4d1c-a549-bdd9efb0b392", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The deck presents Q2 financial results and 2022 guidance", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 26, "type": "appendix", "function": "establish_context", "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": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 93, "componentCount": 9, "textChars": 1253, "nDataPoints": 30, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:04:05.329+00", "seconds": 7.971, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/26", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-26", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.4, "w": 0.44, "x": 0.54, "y": 0.49 }, "kind": "chart", "text": "Marketing & selling expenses ($ in millions)\nQ1 2020: $142 (72%)\nQ2 2020: $35 (32%)\nQ3 2020: $67 (40%)\nQ4 2020: $79 (43%)\nQ1 2021: $97 (49%)\nQ2 2021: $96 (55%)\nQ3 2021: $96 (70%)\nQ4 2021: $99 (79%)\nQ1 2022: $97 (64%)\nQ2 2022: $71 (57%)", "attrs": { "title": "Marketing & selling expenses ($ in millions)", "x_axis_label": "Quarter", "y_axis_label": "Actual $", "series_labels": [ "Actual $", "% of Net Revenue" ] }, "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": "2026-05-01 23:04:05.329+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cf33eb47-7d50-4d51-9fe1-44b922f4f21b", "parentComponentId": null }, { "bbox": { "h": 0.17, "w": 0.44, "x": 0.54, "y": 0.17 }, "kind": "chart", "text": "Referrals as a % of Aligner Orders\nQ1 2020: 20%\nQ2 2020: 21%\nQ3 2020: 23%\nQ4 2020: 22%\nQ1 2021: 21%\nQ2 2021: 21%\nQ3 2021: 20%\nQ4 2021: 20%\nQ1 2022: 20%\nQ2 2022: 21%", "attrs": { "title": "Referrals as a % of Aligner Orders" }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": null, "framework": null }, "subkind": "table", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:04:05.329+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7098d2b3-f50d-4879-bd04-dc3f2732f36a", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.06, "x": 0.04, "y": 0.91 }, "kind": "image", "text": "smile\nDIRECT CLUB", "attrs": {}, "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": "2026-05-01 23:04:05.329+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "16fe9543-bc57-4b35-b182-7e92e4ea0e73", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.49, "x": 0.038, "y": 0.56 }, "kind": "list", "text": "Current Partner Network global locations are now 690 active or pending training which represents a net increase of 17 locations from Q1 2022\nCurrent Partner Network focus is through investments in driving productivity through GP submissions per practice before deepening investments in driving major increases in incremental practices", "attrs": {}, "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": "2026-05-01 23:04:05.329+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "80b9a933-9501-48f4-80d4-aead43b3a4ad", "parentComponentId": null }, { "bbox": { "h": 0.17, "w": 0.49, "x": 0.038, "y": 0.24 }, "kind": "list", "text": "On locations, we had 118 permanent SmileShop locations as of quarter end, compared to 110 locations at the end of Q1 2022\nWe opened 4 SmileShop locations in the U.S., 5 within international markets and closed one U.S. location", "attrs": {}, "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": "2026-05-01 23:04:05.329+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b606f38c-98bb-4558-be3b-00ab198bd3f1", "parentComponentId": null }, { "bbox": { "h": 0.075, "w": 0.49, "x": 0.038, "y": 0.128 }, "kind": "list", "text": "Marketing and selling expenses were $71 million, or 56.6% of net revenue in the quarter compared to 63.8% of net revenue in Q1 2022.", "attrs": {}, "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": "2026-05-01 23:04:05.329+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ea7d09de-f969-478f-9f9c-49033caef247", "parentComponentId": null }, { "bbox": { "h": 0.075, "w": 0.49, "x": 0.038, "y": 0.45 }, "kind": "list", "text": "We also held 114 pop-up events over the course of the quarter, for a total of 232 location sites at the end of the quarter.", "attrs": {}, "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": "2026-05-01 23:04:05.329+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ebbb7a5d-4d94-45dc-938f-028855962e36", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.02, "x": 0.935, "y": 0.954 }, "kind": "other", "text": "26", "attrs": {}, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:04:05.329+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "94aa3c98-5167-45cd-9868-baeb2af0806b", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.35, "x": 0.043, "y": 0.049 }, "kind": "title", "text": "Marketing & selling.", "attrs": {}, "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": "2026-05-01 23:04:05.329+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "908ef5ee-bf81-4427-b2ac-6eb4c6536a5b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 30, "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": 23, "name": "Financials", "beatId": "da60c0d4-e750-4af5-9728-6ca65c923f61", "matchId": "2b830cde-e093-4d1c-a549-bdd9efb0b392", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The deck presents Q2 financial results and 2022 guidance", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 27, "type": "appendix", "function": "establish_context", "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": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 75, "componentCount": 7, "textChars": 490, "nDataPoints": 30, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:04:03.558+00", "seconds": 5.724, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/27", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-27", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.69, "w": 0.42, "x": 0.56, "y": 0.13 }, "kind": "chart", "text": "G&A expenses ($ in millions) Q1 2020 Q2 2020 Q3 2020 Q4 2020 Q1 2021 Q2 2021 Q3 2021 Q4 2021 Q1 2022 Q2 2022 G&A Stock-based Compensation One-time Costs", "attrs": { "chart_type": "stacked bar" }, "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": "2026-05-01 23:04:03.558+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f379ed6a-547b-4e72-890d-86e5d5cbec4e", "parentComponentId": null }, { "bbox": { "h": 0.036, "w": 0.06, "x": 0.042, "y": 0.93 }, "kind": "image", "text": "smile DIRECT CLUB", "attrs": {}, "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": "2026-05-01 23:04:03.558+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d1f2294-9e2f-4e1c-b880-25ea57faf138", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.48, "x": 0.037, "y": 0.185 }, "kind": "list", "text": "General and administrative were $72 million in Q2, compared to $71 million in Q1 2022", "attrs": {}, "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": "2026-05-01 23:04:03.558+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1527af72-6116-445d-9320-c7df49420df4", "parentComponentId": null }, { "bbox": { "h": 0.086, "w": 0.48, "x": 0.037, "y": 0.363 }, "kind": "list", "text": "We plan to stay vigilant with cost control throughout 2022 and beyond, as we focus on continuing to leverage this line item.", "attrs": {}, "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": "2026-05-01 23:04:03.558+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "88246019-b6fa-48bc-b683-6f43fe4abd19", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.48, "x": 0.037, "y": 0.274 }, "kind": "list", "text": "Cost actions taken in January will achieve full run rate savings in back half of 2022", "attrs": {}, "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": "2026-05-01 23:04:03.558+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aa72c840-dbee-4641-862d-42f433fb59d4", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.02, "x": 0.936, "y": 0.95 }, "kind": "source-note", "text": "27", "attrs": {}, "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": "2026-05-01 23:04:03.558+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0fc7201a-05e9-436a-80d2-b40c11b3b3fa", "parentComponentId": null }, { "bbox": { "h": 0.047, "w": 0.429, "x": 0.042, "y": 0.05 }, "kind": "title", "text": "General & administrative.", "attrs": {}, "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": "2026-05-01 23:04:03.558+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d55586eb-9e70-4d8a-a621-6e89c6c6677a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 30, "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": 23, "name": "Financials", "beatId": "da60c0d4-e750-4af5-9728-6ca65c923f61", "matchId": "2b830cde-e093-4d1c-a549-bdd9efb0b392", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The deck presents Q2 financial results and 2022 guidance", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 28, "type": "appendix", "function": "analyze_data", "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": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 89, "componentCount": 8, "textChars": 1136, "nDataPoints": 18, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:04:09.419+00", "seconds": 7.704, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/28", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-28", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.34, "w": 0.41, "x": 0.56, "y": 0.539 }, "kind": "chart", "text": "Adj. EBITDA(1) ($ in millions)\nQ1 2021: $5\nQ2 2021: ($23)\nQ3 2021: ($54)\nQ4 2021: ($62)\nQ1 2022: ($34)\nQ2 2022: ($23)", "attrs": { "title": "Adj. EBITDA(1) ($ in millions)", "x_axis_labels": [ "Q1 2021", "Q2 2021", "Q3 2021", "Q4 2021", "Q1 2022", "Q2 2022" ], "y_axis_labels": [ "$5", "($23)", "($54)", "($62)", "($34)", "($23)" ] }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:04:09.419+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "844911b0-9d14-4fcc-ac12-3c1cb7cf0fbf", "parentComponentId": null }, { "bbox": { "h": 0.34, "w": 0.41, "x": 0.56, "y": 0.116 }, "kind": "chart", "text": "Net income (Loss) ($ in millions)\nQ1 2021: ($96)\nQ2 2021: ($55)\nQ3 2021: ($89)\nQ4 2021: ($95)\nQ1 2022: ($74)\nQ2 2022: ($65)", "attrs": { "title": "Net income (Loss) ($ in millions)", "x_axis_labels": [ "Q1 2021", "Q2 2021", "Q3 2021", "Q4 2021", "Q1 2022", "Q2 2022" ], "y_axis_labels": [ "($96)", "($55)", "($89)", "($95)", "($74)", "($65)" ] }, "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": "2026-05-01 23:04:09.419+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a072c197-7d06-4e79-be0d-2ca888b5aebc", "parentComponentId": null }, { "bbox": { "h": 0.036, "w": 0.076, "x": 0.042, "y": 0.93 }, "kind": "image", "text": "smile DIRECT CLUB", "attrs": {}, "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": "2026-05-01 23:04:09.419+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4dfa9392-5c4c-4a19-8dd0-ce3731f52d6d", "parentComponentId": null }, { "bbox": { "h": 0.169, "w": 0.449, "x": 0.042, "y": 0.366 }, "kind": "list", "text": "Other:\nOther store closure and restructuring costs were ~$3.2 million primarily related to team member costs for severance or retention payments and international facility closure costs\nUnrealized currency impact of $5.9 million", "attrs": {}, "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": "2026-05-01 23:04:09.419+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "17ac3ee6-74fe-4ff3-a343-21e1f48e49e9", "parentComponentId": null }, { "bbox": { "h": 0.169, "w": 0.449, "x": 0.042, "y": 0.606 }, "kind": "list", "text": "Q1 Adjusted EBITDA(1) was ($23.2) million for the quarter\nUS/Canada Adjusted EBITDA was ($13.2) million\nRest of World Adjusted EBITDA was ($10.0) million", "attrs": {}, "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": "2026-05-01 23:04:09.419+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2110198c-75a2-43f7-bbca-22fd04bd0fbf", "parentComponentId": null }, { "bbox": { "h": 0.169, "w": 0.449, "x": 0.042, "y": 0.163 }, "kind": "list", "text": "Interest Expense:\nTotaled $4.5 million in Q2 2022, of which $2.9 million is associated with the new debt facility secured in April and $1.3 million was deferred loan costs from with the convert we issued last year", "attrs": {}, "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": "2026-05-01 23:04:09.419+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "961f2aac-8f03-47a4-826d-6d14560db96e", "parentComponentId": null }, { "bbox": { "h": 0.029, "w": 0.799, "x": 0.12, "y": 0.949 }, "kind": "source-note", "text": "(1) Adjusted EBITDA is a non-GAAP financial measure. See appendix for definition of Adjusted EBITDA. Prior period reconciliations are available in historical SEC filings at https://investors.smiledirectclub.com/financial-filings/sec-filings.", "attrs": { "numbered": true }, "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": "2026-05-01 23:04:09.419+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b071aefa-34de-419f-871b-b17ce21c2131", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.739, "x": 0.042, "y": 0.05 }, "kind": "title", "text": "Other expenses, Adj. EBITDA, and Net income.", "attrs": {}, "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": "2026-05-01 23:04:09.419+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f0e09612-38ec-4bcb-9f84-35171416dbfb", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 30, "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": 23, "name": "Financials", "beatId": "da60c0d4-e750-4af5-9728-6ca65c923f61", "matchId": "2b830cde-e093-4d1c-a549-bdd9efb0b392", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The deck presents Q2 financial results and 2022 guidance", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 29, "type": "appendix", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 70, "componentCount": 5, "textChars": 1046, "nDataPoints": 14, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:04:07.961+00", "seconds": 5.452, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/29", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-29", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.07, "x": 0.042, "y": 0.92 }, "kind": "image", "text": "smile\nDIRECT CLUB", "attrs": {}, "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": "2026-05-01 23:04:07.961+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7a30d379-25cd-44f7-9a8e-ea637a0c5d1d", "parentComponentId": null }, { "bbox": { "h": 0.64, "w": 0.43, "x": 0.042, "y": 0.16 }, "kind": "list", "text": "We ended Q2 with $158.3 million in cash and cash equivalents.\nCash from operations for the second quarter was ($17.8) million.\nCash spent on investing for the second quarter was ($17.8) million\nFree Cash Flow was ($35.6) million in the quarter, a $40.8 million improvement from Q1 2022\nIn Q2 2022, SmilePay financing, which drives our accounts receivable, as a percentage of total aligners purchased was 61.0%, which is about a 150 bps increase over Q1 2022.\nOverall, SmilePay delinquency rates continue to be in line with past performance", "attrs": {}, "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": "2026-05-01 23:04:07.961+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c67098ee-0444-418a-8b18-39e83ddbe2c6", "parentComponentId": null }, { "bbox": { "h": 0.029, "w": 0.75, "x": 0.127, "y": 0.949 }, "kind": "source-note", "text": "(1) Free Cash Flow is a non-GAAP financial measure. See appendix for definition of Free Cash Flow. Prior period reconciliations are available in historical SEC filings at https://investors.smiledirectclub.com/financial-filings/sec-filings.", "attrs": {}, "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": "2026-05-01 23:04:07.961+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "71c36c99-3b4a-4cfd-967f-f9ecf3589c4e", "parentComponentId": null }, { "bbox": { "h": 0.54, "w": 0.41, "x": 0.509, "y": 0.159 }, "kind": "table", "text": "($ in millions) Q1 2022 Q2 2022\nCash $144.7 $158.3\nDebt $739.6 $792.2\nAccounts Receivable, Net $240.5 $221.6\nCash Flow from Operations ($61.3) ($17.8)\nCash Flow from Investing ($15.1) ($17.8)\nFree Cash Flow (1) ($76.4) ($35.6)", "attrs": {}, "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": "2026-05-01 23:04:07.961+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ad4e26ad-3334-467f-b97e-b084902a5cba", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.46, "x": 0.042, "y": 0.046 }, "kind": "title", "text": "Balance sheet highlights.", "attrs": {}, "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": "2026-05-01 23:04:07.961+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7f416d01-b71a-4494-8e9b-90bc296dba1a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 30, "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": 23, "name": "Financials", "beatId": "da60c0d4-e750-4af5-9728-6ca65c923f61", "matchId": "2b830cde-e093-4d1c-a549-bdd9efb0b392", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The deck presents Q2 financial results and 2022 guidance", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 30, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 10, "componentCount": 3, "textChars": 39, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:04:05.653+00", "seconds": 3.051, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/30", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-30", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.056, "x": 0.04, "y": 0.91 }, "kind": "image", "text": null, "attrs": {}, "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": "2026-05-01 23:04:05.653+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "62601b34-1fbd-47b8-96ef-dfd583b22e18", "parentComponentId": null }, { "bbox": { "h": 1, "w": 0.51, "x": 0.49, "y": 0 }, "kind": "image", "text": null, "attrs": {}, "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": "2026-05-01 23:04:05.653+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b3509075-bab2-4dbc-97a7-6f383a357b55", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.379, "x": 0.037, "y": 0.356 }, "kind": "title", "text": "2022 guidance\n& macro customer\nimpacts.", "attrs": {}, "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": "2026-05-01 23:04:05.653+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "141d61b2-d038-438e-96ed-eab76bb3b069", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 30, "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": 23, "name": "Financials", "beatId": "da60c0d4-e750-4af5-9728-6ca65c923f61", "matchId": "2b830cde-e093-4d1c-a549-bdd9efb0b392", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The deck presents Q2 financial results and 2022 guidance", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 31, "type": "resolution", "function": "plan_implementation", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "version": 1, "description": null }, "function": "plan_implementation", "functionCanon": { "name": "Plan implementation", "slug": "plan_implementation", "status": "active", "canonId": "019de52d-14a2-77ea-b210-d6a95eed4823", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 91, "componentCount": 10, "textChars": 899, "nDataPoints": 8, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:04:09.008+00", "seconds": 6.135, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/31", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-31", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.05, "x": 0.04, "y": 0.93 }, "kind": "image", "text": "smile\nDIRECT CLUB", "attrs": {}, "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": "2026-05-01 23:04:09.008+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1051c993-2ba3-4dd6-9c56-285ad9861a8a", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.8, "x": 0.09, "y": 0.58 }, "kind": "list", "text": "$25-$30MM from remaining markets and corporate support\nSavings achieved by prioritizing initiatives, which enabled reduced team members and project spend", "attrs": {}, "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": "2026-05-01 23:04:09.008+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "162fd042-5832-4655-99c0-a336050b65d5", "parentComponentId": null }, { "bbox": { "h": 0.39, "w": 0.02, "x": 0.04, "y": 0.27 }, "kind": "list", "text": "COGS & OPERATING EXPENSE", "attrs": {}, "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": "2026-05-01 23:04:09.008+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6aa859e9-4f3b-4707-a25d-b59ed84d72a2", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.02, "x": 0.04, "y": 0.77 }, "kind": "list", "text": "CAPEX", "attrs": {}, "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": "2026-05-01 23:04:09.008+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6b78c0c6-76e6-4103-af5a-6f0a80dbd9d2", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.84, "x": 0.09, "y": 0.42 }, "kind": "list", "text": "$45-50MM from exiting international markets (YOY revenue loss of $15MM)\n~$30MM in S&M from removing shops, not paying partner fees or brand building marketing\n~$20MM in G&A from local and corporate overhead reductions", "attrs": {}, "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": "2026-05-01 23:04:09.008+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6e8d37df-dbe7-4e1f-8814-bde1975854bf", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.64, "x": 0.09, "y": 0.27 }, "kind": "list", "text": "$5-10MM from COGS production efficiency gains\nRight-sized staffing model in anticipation of new demand expectations\nPrioritized automation initiatives to drive improved productivity", "attrs": {}, "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": "2026-05-01 23:04:09.008+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b2726102-7a3a-4479-bfd3-d1c022269ced", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.87, "x": 0.09, "y": 0.77 }, "kind": "list", "text": "$35-$40MM\nReduced project spend for redundancy expansion\nFurther prioritization of initiatives with clear line-of-sight to <1 year payback in incremental spend", "attrs": {}, "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": "2026-05-01 23:04:09.008+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bda44bc9-37a3-4d4e-a376-759c4bc8fd81", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.67, "x": 0.04, "y": 0.19 }, "kind": "metric", "text": ">$120MM in total cash savings from strategic investment reductions", "attrs": {}, "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": "2026-05-01 23:04:09.008+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7cd056df-bede-4a27-98d8-353bb83ea1ef", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.02, "x": 0.94, "y": 0.95 }, "kind": "source-note", "text": "31", "attrs": {}, "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": "2026-05-01 23:04:09.008+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "577de399-2ab5-4016-8bd3-533abe25a005", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.92, "x": 0.04, "y": 0.05 }, "kind": "title", "text": "2022 includes strategic actions to reduce costs and increase profitability.", "attrs": {}, "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": "2026-05-01 23:04:09.008+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "86c9d055-42ad-4f55-8f05-0b92cf89d4a8", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 32, "type": "resolution", "function": "plan_implementation", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "version": 1, "description": null }, "function": "plan_implementation", "functionCanon": { "name": "Plan implementation", "slug": "plan_implementation", "status": "active", "canonId": "019de52d-14a2-77ea-b210-d6a95eed4823", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 96, "componentCount": 15, "textChars": 1333, "nDataPoints": 10, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:04:11.672+00", "seconds": 7.907, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/32", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-32", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.05, "x": 0.04, "y": 0.93 }, "kind": "image", "text": "smile\nDIRECT CLUB", "attrs": {}, "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": "2026-05-01 23:04:11.672+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aa53cc47-ccd9-4231-a9f0-14d3680c6712", "parentComponentId": null }, { "bbox": { "h": 0.084, "w": 0.86, "x": 0.101, "y": 0.74 }, "kind": "list", "text": "Between $120MM to $160MM\nRange dictated by low end of revenue guidance and includes ability to access debt facility and includes associated debt service costs", "attrs": {}, "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": "2026-05-01 23:04:11.672+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "726dfc56-077c-42fc-91e3-928e1de153fe", "parentComponentId": null }, { "bbox": { "h": 0.056, "w": 0.69, "x": 0.101, "y": 0.434 }, "kind": "list", "text": "Adjusted EBITDA(1): ($180MM) to ($140MM)\nRange largely driven by top line revenue results", "attrs": {}, "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": "2026-05-01 23:04:11.672+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "abb353c7-c4f2-4183-876c-0edff4cb88be", "parentComponentId": null }, { "bbox": { "h": 0.056, "w": 0.767, "x": 0.101, "y": 0.22 }, "kind": "list", "text": "Between $450MM to $500MM\nMacro headwinds accelerated in first half without signs of easing in back half of 2022", "attrs": {}, "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": "2026-05-01 23:04:11.672+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b4096a60-3048-4175-994b-22e4a0cec616", "parentComponentId": null }, { "bbox": { "h": 0.056, "w": 0.707, "x": 0.101, "y": 0.347 }, "kind": "list", "text": "Gross Margin: 69.5% to 71.5%\nImpacted by reduced aligner volumes across fixed cost base", "attrs": {}, "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": "2026-05-01 23:04:11.672+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d13fc2f8-e6d5-49bf-94a9-3524ba364198", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.24, "x": 0.101, "y": 0.521 }, "kind": "list", "text": "Capex: $60MM to $70MM", "attrs": {}, "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": "2026-05-01 23:04:11.672+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d3c799af-0170-41e4-b831-274edd6a3737", "parentComponentId": null }, { "bbox": { "h": 0.112, "w": 0.86, "x": 0.101, "y": 0.58 }, "kind": "list", "text": "One-Time Costs: $20MM to $25MM\nReorganization costs which may include lease buyouts, asset impairments related to the closure of regional operating centers and SmileShops, and employee-related costs, including severance and retention payments, associated with the organizational changes", "attrs": {}, "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": "2026-05-01 23:04:11.672+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f41fa07e-ea1a-4810-ac0a-24698e64dcb7", "parentComponentId": null }, { "bbox": { "h": 0.069, "w": 0.018, "x": 0.038, "y": 0.23 }, "kind": "other", "text": "REVENUE", "attrs": {}, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:04:11.672+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "61971859-67a7-49c5-95e3-b128e1a760d9", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.018, "x": 0.038, "y": 0.74 }, "kind": "other", "text": "YEAR END\nCASH", "attrs": {}, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:04:11.672+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6971c3c6-cf13-448f-9440-c6324e747ebf", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.018, "x": 0.038, "y": 0.43 }, "kind": "other", "text": "COSTS & CAPITAL", "attrs": {}, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:04:11.672+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a2bb63e1-867b-417a-aee2-789ced13fec5", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.018, "x": 0.949, "y": 0.955 }, "kind": "other", "text": "32", "attrs": {}, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:04:11.672+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ef7a96fb-4c3e-4939-a836-a7e86909f2d1", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.847, "x": 0.043, "y": 0.145 }, "kind": "paragraph", "text": "Worsening 2022 macro environment impacting core customer and driving reduced revenue outlook", "attrs": {}, "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": "2026-05-01 23:04:11.672+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "323a3866-4816-4302-b0a1-a42be93ec099", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.868, "x": 0.093, "y": 0.895 }, "kind": "paragraph", "text": "Revenue and expense now includes investments for the expansion of the Partner Network and SmileShop footprint expansion which was excluded in original 2022 guidance.", "attrs": {}, "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": "2026-05-01 23:04:11.672+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f81859ee-9d99-4ca1-9e1a-4b4009bedbfd", "parentComponentId": null }, { "bbox": { "h": 0.026, "w": 0.82, "x": 0.101, "y": 0.955 }, "kind": "source-note", "text": "(1) Adjusted EBITDA is a non-GAAP financial measure. See appendix for definition of Adjusted EBITDA. Prior period reconciliations are available in historical SEC filings at https://investors.smiledirectclub.com/financial-filings/sec-filings.", "attrs": {}, "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": "2026-05-01 23:04:11.672+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d9bb561d-6257-4b4c-8d37-08217134ec3c", "parentComponentId": null }, { "bbox": { "h": 0.038, "w": 0.5099999999999999, "x": 0.040000000000000036, "y": 0.052 }, "kind": "title", "text": "Revised 2022 Annual Guidance.", "attrs": {}, "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": "2026-05-01 23:04:11.672+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "338d0e9b-4428-4e72-86da-d53f5dc25ca2", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "1cec67e8-be3d-47cc-b606-35f2e557363b", "evidence": "The slide presents a revenue buildup with ranges and specific values, indicating a waterfall structure.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:34:43.081087+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 32, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 33, "type": "tension", "function": "frame_problem", "rawType": "pain_points", "block": null, "metadata": { "slideType": "pain_points", "slideTypeCanon": { "name": "Pain points", "slug": "pain_points", "status": "active", "canonId": "019de52d-08a0-761d-a14f-1dbc5e447381", "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": "overcrowded", "densityScore": 79, "componentCount": 7, "textChars": 619, "nDataPoints": 50, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:04:10.486+00", "seconds": 6.403, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/33", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-33", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.93, "x": 0.04, "y": 0.309 }, "kind": "chart", "text": "Weighted Avg CPI, Non-Discretionary Items by Household Income for Q2 2021, Q3 2021, Q4 2021, Q1 2022, and Q2 2022.", "attrs": { "chart_type": "bar", "x_axis_label": "Household Income", "y_axis_label": "Weighted Avg CPI, Non-Discretionary Items", "series_labels": [ "2021 Q2", "2021 Q3", "2021 Q4", "2022 Q1", "2022 Q2" ] }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:04:10.486+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "855e8f80-6c88-448c-949c-83c7866dcdb9", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.067, "x": 0.046, "y": 0.929 }, "kind": "image", "text": "smile DIRECT CLUB", "attrs": {}, "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": "2026-05-01 23:04:10.486+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a59d6572-f7c9-4653-b2a0-2af06f6ac4eb", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.309, "x": 0.664, "y": 0.224 }, "kind": "paragraph", "text": "Higher-income demographics less impacted by inflation as non-discretionary spend represents a smaller portion of their overall spending.", "attrs": {}, "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": "2026-05-01 23:04:10.486+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "74acb613-870b-444d-9748-6d6bd839309c", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.47, "x": 0.155, "y": 0.236 }, "kind": "paragraph", "text": "The cost of non-discretionary items for $50K-$69K households was +9.5% in Q2 2022--up from +8.9% in Q1 2022 and +15.3% in a two- year stack with Q2 2021.", "attrs": {}, "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": "2026-05-01 23:04:10.486+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e9dd1c72-ed10-4d71-b6ce-cb5f16a2876d", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.59, "x": 0.05, "y": 0.196 }, "kind": "paragraph", "text": "RESULTING IN LESS DISCRETIONARY CAPACITY FOR $50K-$69K", "attrs": {}, "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": "2026-05-01 23:04:10.486+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fe9a7ba1-21de-499d-bd98-e1f434b814b9", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.27, "x": 0.046, "y": 0.901 }, "kind": "source-note", "text": "Source: Bureau of Labor Statistics, U.S. Census Bureau", "attrs": {}, "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": "2026-05-01 23:04:10.486+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4c096b8c-2d1f-47b4-a238-8bbd665f782f", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.92, "x": 0.041, "y": 0.049 }, "kind": "title", "text": "Our customer is still experiencing outsized price increases of non-discretionary purchases.", "attrs": {}, "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": "2026-05-01 23:04:10.486+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6fc544eb-9130-4665-8d04-518928ca2aaa", "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": "cc607e1d-154a-4ab5-ba54-6c7081fa10d2", "evidence": "The bar chart effectively communicates the data without unnecessary elements, adhering to chartjunk elimination principles.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:34:43.155696+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 33, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [ { "to": 35, "from": 33, "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": "219eb5dd-38cb-4dae-bb23-ec5d3426370d", "evidence": "The deck presents the customer's experience with outsized price increases and economic sentiment", "position": 0, "objective": "Highlighting the impact of economic sentiment on major purchases", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:03:08.832831+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 34, "type": "appendix", "function": "establish_context", "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": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "dense", "densityScore": 58, "componentCount": 4, "textChars": 651, "nDataPoints": 100, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:04:11.543+00", "seconds": 6.89, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/34", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-34", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.56, "w": 0.926, "x": 0.049, "y": 0.202 }, "kind": "chart", "text": "Line chart showing economic sentiment for 'New Job', 'US Economy', 'Major Purchase', 'Personal Finances', and 'New Home' from July 2021 to July 2022. All lines show a general downward trend, with 'New Home' and 'Major Purchase' showing the most significant declines.", "attrs": { "series_names": [ "New Job", "US Economy", "Major Purchase", "Personal Finances", "New Home" ], "x_axis_labels": [ "7/6/2021", "7/20/2021", "8/3/2021", "8/17/2021", "8/31/2021", "9/14/2021", "9/28/2021", "10/12/2021", "10/26/2021", "11/9/2021", "11/23/2021", "12/7/2021", "12/21/2021", "1/4/2022", "1/18/2022", "2/1/2022", "2/15/2022", "3/1/2022", "3/15/2022", "3/29/2022", "4/12/2022", "4/26/2022", "5/10/2022", "5/24/2022", "6/7/2022", "6/21/2022", "7/5/2022" ], "y_axis_labels": [ "15", "20", "25", "30", "35", "40", "45", "50", "55", "60", "65" ] }, "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": "2026-05-01 23:04:11.543+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eda7bcd0-aa73-47eb-96a4-bf41b968006c", "parentComponentId": null }, { "bbox": { "h": 0.019, "w": 0.601, "x": 0.299, "y": 0.169 }, "kind": "paragraph", "text": "HPS-CS Economic Sentiment Index - Five Individual Questions, since July 6, 2021", "attrs": {}, "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": "2026-05-01 23:04:11.543+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3418deba-71c9-47c3-a51b-9c6292249ded", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.926, "x": 0.043, "y": 0.815 }, "kind": "source-note", "text": "Source: ESI: July 6, 2022 Publication Titled 'Economic Sentiment Recovers Slightly, Driven By Confidence In Personal Finances' URL:https://hps-civicscience.com/economic-sentiment-recovers-slightly-driven-by-confidence-in-personal-finances/", "attrs": {}, "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": "2026-05-01 23:04:11.543+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e215b514-ef48-4fb4-9045-c60fc8de9469", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.929, "x": 0.043, "y": 0.059 }, "kind": "title", "text": "Economic sentiment on major purchases remains down since July 2021.", "attrs": {}, "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": "2026-05-01 23:04:11.543+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4519e70e-f144-405e-aeff-82ab548ba25e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [ { "to": 35, "from": 33, "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": "219eb5dd-38cb-4dae-bb23-ec5d3426370d", "evidence": "The deck presents the customer's experience with outsized price increases and economic sentiment", "position": 0, "objective": "Highlighting the impact of economic sentiment on major purchases", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:03:08.832831+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 35, "type": "appendix", "function": "other", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "sparse", "densityScore": 12, "componentCount": 3, "textChars": 76, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:04:07.437+00", "seconds": 2.663, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/35", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-35", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.08, "x": 0.04, "y": 0.91 }, "kind": "image", "text": "smile DIRECT CLUB logo", "attrs": {}, "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": "2026-05-01 23:04:07.437+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7b689fa0-512d-47ea-a6af-dffcb8af1126", "parentComponentId": null }, { "bbox": { "h": 1, "w": 0.56, "x": 0.44, "y": 0 }, "kind": "image", "text": "Woman holding two small purple cards", "attrs": {}, "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": "2026-05-01 23:04:07.437+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cb339ebf-d94d-46aa-8e95-3c8c9ad009f2", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.34, "x": 0.039, "y": 0.368 }, "kind": "title", "text": "Long-term outlook.", "attrs": {}, "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": "2026-05-01 23:04:07.437+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "524b5df5-a6bd-4237-bcd9-4f38014bc310", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [ { "to": 35, "from": 33, "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": "219eb5dd-38cb-4dae-bb23-ec5d3426370d", "evidence": "The deck presents the customer's experience with outsized price increases and economic sentiment", "position": 0, "objective": "Highlighting the impact of economic sentiment on major purchases", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:03:08.832831+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 36, "type": "setup", "function": "present_framework", "rawType": "business_model", "block": null, "metadata": { "slideType": "business_model", "slideTypeCanon": { "name": "Business model", "slug": "business_model", "status": "active", "canonId": "019de52d-0fa6-7104-86d0-e5781f8b8b45", "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": "overcrowded", "densityScore": 96, "componentCount": 12, "textChars": 1459, "nDataPoints": 10, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:04:13.258+00", "seconds": 8.436, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/36", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-36", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.91, "x": 0.045, "y": 0.863 }, "kind": "disclaimer", "text": "Factoring all items implies that we would expect to return to EBITDA profitability by 2023 and to positive cash flow by 2024 or 2025 assuming success of SmileMaker\nOutlined model excludes any investments that may need to be made in order to achieve outsized growth in the professional channel or moving upstream into the traditional wire & brackets customer base", "attrs": {}, "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": "2026-05-01 23:04:13.258+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e5937392-91a9-447c-928c-f2bb9c6a8013", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.06, "x": 0.045, "y": 0.935 }, "kind": "image", "text": null, "attrs": {}, "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": "2026-05-01 23:04:13.258+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0c415ef5-966f-42dc-88bd-5ca98aec2e72", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.4, "x": 0.092, "y": 0.789 }, "kind": "list", "text": "Capex: 7% to 10% of revenue\nExpecting leverage on revenue growth", "attrs": {}, "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": "2026-05-01 23:04:13.258+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2c13ec31-c36f-4aa1-b043-52d4a34d2de2", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.79, "x": 0.092, "y": 0.57 }, "kind": "list", "text": "Selling & marketing: 300-350bps annual margin improvement\nLeverage on marketing spend from annual aligner pricing and modest gains in efficiency\nProfitable shop expansion through higher shop utilization", "attrs": {}, "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": "2026-05-01 23:04:13.258+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "452b1517-eca4-4d92-a195-b29a4ef4b817", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.83, "x": 0.092, "y": 0.709 }, "kind": "list", "text": "General & administration: 200-225bps annual margin improvement\nSpend growth approximates pace of inflation with expansion driven by leverage on revenue", "attrs": {}, "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": "2026-05-01 23:04:13.258+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7c5c23bb-0850-46e7-95e5-1cdb580946bf", "parentComponentId": null }, { "bbox": { "h": 0.14, "w": 0.62, "x": 0.092, "y": 0.219 }, "kind": "list", "text": "Mid-teens CAGR\nAligner shipments expected to achieve 2019 levels by 2026\nAligner Average Net Selling Price (ASP) growth of 4% to 5% annually\nOral Care CAGR of 15% to 25%", "attrs": {}, "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": "2026-05-01 23:04:13.258+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "845ebc6b-898a-45dc-857e-2509579828c2", "parentComponentId": null }, { "bbox": { "h": 0.14, "w": 0.79, "x": 0.092, "y": 0.413 }, "kind": "list", "text": "Gross margin: ~50bps-100bps annual expansion\nNet of gross margin headwind from Oral Care business growth\nIncreased aligner volumes leverages fixed costs\nHigher utilization mix of 2nd generation machines driving cost efficiencies", "attrs": {}, "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": "2026-05-01 23:04:13.258+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ca886e23-4ce7-4519-ad97-9aed4dfc6c00", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.02, "x": 0.045, "y": 0.26 }, "kind": "other", "text": "REVENUE", "attrs": {}, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:04:13.258+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "452ee3e1-03f1-45d0-9539-6e9e9b573d4d", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.02, "x": 0.045, "y": 0.53 }, "kind": "other", "text": "COSTS & CAPITAL", "attrs": {}, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:04:13.258+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a6737322-d8ba-4d07-b5f7-483433785cfb", "parentComponentId": null }, { "bbox": { "h": 0.069, "w": 0.91, "x": 0.045, "y": 0.109 }, "kind": "paragraph", "text": "Reaffirms Long-Term Guidance provided on February 28, 2022\nQuicker share gains with higher income and traditional wire & brackets customers could result in growth expectations above the model outlined below", "attrs": {}, "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": "2026-05-01 23:04:13.258+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0ccd3d9a-68a9-4997-8a11-3ce70eaa91f6", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.02, "x": 0.94, "y": 0.954 }, "kind": "source-note", "text": "36", "attrs": {}, "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": "2026-05-01 23:04:13.258+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ab1f34e6-a465-4dd0-ae83-1776f2793e89", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.91, "x": 0.045, "y": 0.05 }, "kind": "title", "text": "Long-term model guiding core business from 2022-2026.", "attrs": {}, "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": "2026-05-01 23:04:13.258+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e1b5abbe-8ef6-4dc6-b9f0-ff25963162f1", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "05b0486b-cf1b-4a24-88a4-6cb240ed4cf1", "evidence": "Although not explicitly a 2x2 matrix, the slide discusses various business aspects (e.g., gross margin, selling & marketing) that could be organized in a matrix for clearer comparison.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 01:34:43.230261+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 36, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [ { "to": 37, "from": 36, "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": "d40870ed-6184-4382-840b-ebb1a040148f", "evidence": "The deck presents the long-term model guiding core business and multiple avenues for growth", "position": 1, "objective": "Explaining the long-term outlook and multiple avenues for growth", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:03:08.86456+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 37, "type": "resolution", "function": "plan_implementation", "rawType": "go_to_market", "block": null, "metadata": { "slideType": "go_to_market", "slideTypeCanon": { "name": "Go-to-market", "slug": "go_to_market", "status": "active", "canonId": "019de52d-0ff6-713a-bd55-53d4e90b2304", "version": 1, "description": null }, "function": "plan_implementation", "functionCanon": { "name": "Plan implementation", "slug": "plan_implementation", "status": "active", "canonId": "019de52d-14a2-77ea-b210-d6a95eed4823", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 88, "componentCount": 18, "textChars": 1104, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:04:15.251+00", "seconds": 9.333, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/37", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-37", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.05, "x": 0.04, "y": 0.93 }, "kind": "image", "text": null, "attrs": {}, "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": "2026-05-01 23:04:15.251+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4b13c773-32f3-4a61-bc67-1ec414f0a024", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.14, "x": 0.58, "y": 0.48 }, "kind": "image", "text": null, "attrs": {}, "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": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:04:15.251+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "04863a53-32c5-41d7-9d70-fd0d8fa7ca67", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.16, "x": 0.35, "y": 0.48 }, "kind": "image", "text": null, "attrs": {}, "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": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:04:15.251+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9a435495-f339-4caa-bfef-aaf4070db4ef", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.16, "x": 0.78, "y": 0.48 }, "kind": "image", "text": null, "attrs": {}, "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": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:04:15.251+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d030a65e-d1f3-4d58-aa04-f8a8ac44b4bb", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.16, "x": 0.12, "y": 0.48 }, "kind": "image", "text": null, "attrs": {}, "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": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:04:15.251+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ddad035c-2bed-4b8f-9335-d66fb23614f7", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.14, "x": 0.58, "y": 0.62 }, "kind": "list", "text": "Leverage our growing innovation portfolio to launch new products, features and services\nIncrease sales conversion and customer access to drive revenue growth", "attrs": {}, "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": "2026-05-01 23:04:15.251+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "05d77677-b6b0-492b-baa0-8a5d003cd209", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.13, "x": 0.36, "y": 0.27 }, "kind": "list", "text": "Retail Partnerships and Adjacent Product Expansion", "attrs": {}, "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": "2026-05-01 23:04:15.251+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0cd1e68d-d41a-49a3-90c7-f05374120a06", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.14, "x": 0.79, "y": 0.16 }, "kind": "list", "text": "Successfully Target Higher Income Consumers", "attrs": {}, "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": "2026-05-01 23:04:15.251+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "19ef11a5-5b9e-4d59-ba28-0c3fb3dde08d", "parentComponentId": null }, { "bbox": { "h": 0.29, "w": 0.15, "x": 0.36, "y": 0.62 }, "kind": "list", "text": "Expand LTV through additional oral care and ancillary products\nRetainers\nWhitening treatments\nOral care products\nExpand key retail partnership with Walmart and others, that serves as potential on-ramps to expand brand awareness", "attrs": {}, "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": "2026-05-01 23:04:15.251+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "212db371-84e9-4ebf-8c0a-a73814308c9a", "parentComponentId": null }, { "bbox": { "h": 0.26, "w": 0.15, "x": 0.13, "y": 0.62 }, "kind": "list", "text": "Grow through organic customer penetration with normalizing economic backdrop\nContinue to focus marketing efforts to enhance brand awareness and adoption\nStrategic and disciplined SmileShop expansion in targeted markets and within dental offices", "attrs": {}, "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": "2026-05-01 23:04:15.251+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "33c8541b-ddd0-47d2-8240-eb43553de949", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.14, "x": 0.57, "y": 0.23 }, "kind": "list", "text": "SmileMaker make it easier to get started", "attrs": {}, "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": "2026-05-01 23:04:15.251+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "61d612a3-f6c7-4d81-bd1f-24f165ab1246", "parentComponentId": null }, { "bbox": { "h": 0.26, "w": 0.14, "x": 0.79, "y": 0.62 }, "kind": "list", "text": "Sell to higher income customer and teen segments\nGrow our professional channel - the Partner Network using SDC+\nContinuing to move upstream by adding premium features, services, and experience through SDC+", "attrs": {}, "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": "2026-05-01 23:04:15.251+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6fb023a6-fcc7-4dd1-8bce-a9bb9c15dcbd", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.14, "x": 0.13, "y": 0.3 }, "kind": "list", "text": "Organic Volume Growth and Footprint Expansion", "attrs": {}, "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": "2026-05-01 23:04:15.251+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ec1f5fcf-d590-46fe-8d50-1bb6d5437aaf", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.02, "x": 0.05, "y": 0.22 }, "kind": "other", "text": "Growth Platforms", "attrs": {}, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:04:15.251+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bb8a1dd9-7cea-4981-86d2-90a8fe862ae9", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.02, "x": 0.05, "y": 0.5 }, "kind": "other", "text": "Channel / Product", "attrs": {}, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:04:15.251+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eb0ef07e-8006-44b8-aa66-1f96daec5950", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.02, "x": 0.05, "y": 0.71 }, "kind": "other", "text": "Growth Drivers", "attrs": {}, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:04:15.251+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eca90b6d-da28-4e3a-986d-be7ffff78d1b", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.02, "x": 0.93, "y": 0.95 }, "kind": "source-note", "text": "37", "attrs": {}, "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": "2026-05-01 23:04:15.251+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ff980712-c341-4d92-b91f-6f0ca3867575", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.66, "x": 0.04, "y": 0.05 }, "kind": "title", "text": "Multiple avenues to achieve outsized growth.", "attrs": {}, "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": "2026-05-01 23:04:15.251+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a3eb9546-f6f3-486b-bb45-9657da69171e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [ { "to": 37, "from": 36, "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": "d40870ed-6184-4382-840b-ebb1a040148f", "evidence": "The deck presents the long-term model guiding core business and multiple avenues for growth", "position": 1, "objective": "Explaining the long-term outlook and multiple avenues for growth", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:03:08.86456+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 38, "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": 9, "componentCount": 3, "textChars": 26, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:04:09.099+00", "seconds": 3.181, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/38", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-38", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.049, "w": 0.07, "x": 0.04, "y": 0.91 }, "kind": "image", "text": "smile\nDIRECT CLUB", "attrs": {}, "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": "2026-05-01 23:04:09.099+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e8de697-f2b8-4aa4-9f1f-89161099d175", "parentComponentId": null }, { "bbox": { "h": 1, "w": 0.401, "x": 0.599, "y": 0 }, "kind": "image", "text": null, "attrs": {}, "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": "2026-05-01 23:04:09.099+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "adbcd6c2-30b3-4390-9abd-a1c167f124f9", "parentComponentId": null }, { "bbox": { "h": 0.056, "w": 0.302, "x": 0.038, "y": 0.36 }, "kind": "title", "text": "Appendix.", "attrs": {}, "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": "2026-05-01 23:04:09.099+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e16a00a1-2597-4e43-a3c8-3564ea11c0ef", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 39, "type": "appendix", "function": "establish_context", "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": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 87, "componentCount": 8, "textChars": 1176, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:04:14.659+00", "seconds": 6.909, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/39", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-39", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.07, "x": 0.04, "y": 0.93 }, "kind": "image", "text": "smile DIRECT CLUB", "attrs": {}, "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": "2026-05-01 23:04:14.659+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0680e43c-837b-410a-bb74-8bc7dad53f13", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.46, "x": 0.04, "y": 0.76 }, "kind": "list", "text": "This facility enables us to access additional liquidity on favorable terms by leveraging our receivables and providing us with greater flexibility to fuel ongoing operations and execute on growth initiatives.", "attrs": {}, "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": "2026-05-01 23:04:14.659+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0f4a2917-6ecc-4b6a-b9e7-9a49a9392402", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.46, "x": 0.04, "y": 0.15 }, "kind": "list", "text": "SDC U.S. SmilePay SPV (“SPV”) is a wholly-owned special purpose subsidiary of the Company", "attrs": {}, "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": "2026-05-01 23:04:14.659+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "288b7e97-62a8-409c-8502-22f5d6962ec4", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.46, "x": 0.04, "y": 0.27 }, "kind": "list", "text": "The Company entered into a Loan Agreement (the \"Loan Agreement”) by and among SPV, as borrower, SmileDirectClub,LLC as the seller and servicer, the lenders from time to time party thereto, and HPS Investment Partners, LLC, as administrative agent and collateral agent", "attrs": {}, "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": "2026-05-01 23:04:14.659+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "75778fe5-fbe2-47cc-8b44-67ee18fc8822", "parentComponentId": null }, { "bbox": { "h": 0.24, "w": 0.46, "x": 0.04, "y": 0.49 }, "kind": "list", "text": "Subject to certain exceptions, the Loan Agreement is secured by first-priority security interests in SPV's assets, which consist of certain receivables, cash, intellectual property and related assets. SPV's obligations under the Loan Agreement are guaranteed on a limited basis by SmileDirectClub, LLC and SDC Financial LLC (collectively, the “Guarantors\").", "attrs": {}, "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": "2026-05-01 23:04:14.659+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9343ad3c-c485-46ac-a7a1-1f79c7d0aad2", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.02, "x": 0.95, "y": 0.95 }, "kind": "source-note", "text": "39", "attrs": {}, "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": "2026-05-01 23:04:14.659+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8a8eb968-dd55-431a-846d-389b152df3f0", "parentComponentId": null }, { "bbox": { "h": 0.29, "w": 0.45, "x": 0.53, "y": 0.11 }, "kind": "table", "text": "Secured Debt Facility\nAmount $255 million\nSecurity Interest Certain Receivables, Cash & IP\nMaturity 42 months\nDelayed Draw Availability 18 months\nInterest L+700bps Cash & 375bps PIK\nUndrawn Commitment Fee 275bps", "attrs": { "columns": 2, "header_rows": 1 }, "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": "2026-05-01 23:04:14.659+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ab056bd3-185c-4fc9-8ca8-8a343cc66ae3", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.44, "x": 0.04, "y": 0.05 }, "kind": "title", "text": "Summary of debt facility.", "attrs": {}, "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": "2026-05-01 23:04:14.659+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "89b53db9-ea04-4366-9691-dbecd547e6cf", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "d048b25d-0313-4f22-87c1-302bd4ce9992", "evidence": "The slide presents a detailed table summarizing the debt facility, including amount, security interest, maturity, and other key terms.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:34:43.301868+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 39, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 40, "type": "appendix", "function": "appendix", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 9, "componentCount": 3, "textChars": 30, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:04:11.095+00", "seconds": 2.741, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/40", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-40", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.06, "x": 0.039, "y": 0.91 }, "kind": "image", "text": null, "attrs": {}, "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": "2026-05-01 23:04:11.095+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9727481f-dee6-408e-85d4-a3be0f4289e9", "parentComponentId": null }, { "bbox": { "h": 1, "w": 0.52, "x": 0.48, "y": 0 }, "kind": "image", "text": null, "attrs": {}, "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": "2026-05-01 23:04:11.095+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7db7d7bf-834b-4b64-ae11-edf68bee7b7d", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.42, "x": 0.036, "y": 0.34 }, "kind": "title", "text": "Other SEC related disclosures.", "attrs": {}, "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": "2026-05-01 23:04:11.095+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "33db4078-5fbb-4db1-9e86-cad72ad70cbb", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 41, "type": "setup", "function": "compare_peers", "rawType": "comparison_table", "block": null, "metadata": { "slideType": "comparison_table", "slideTypeCanon": { "name": "Comparison table", "slug": "comparison_table", "status": "active", "canonId": "019de52d-0a06-73f8-8813-fe022fab1de2", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "dense", "densityScore": 52, "componentCount": 4, "textChars": 472, "nDataPoints": 30, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:04:12.994+00", "seconds": 3.588, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/41", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-41", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.06, "x": 0.04, "y": 0.92 }, "kind": "image", "text": "smile\nDIRECT CLUB", "attrs": {}, "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": "2026-05-01 23:04:12.994+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4678e8d4-d7b1-40ce-8e1f-be54eca60296", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.79, "x": 0.12, "y": 0.95 }, "kind": "source-note", "text": "(1) Adjusted EBITDA is a non-GAAP financial measure. See appendix for definition of Adjusted EBITDA. Prior period reconciliations are available in historical SEC filings at https://investors.smiledirectclub.com/financial-filings/sec-filings.", "attrs": {}, "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": "2026-05-01 23:04:12.994+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3febc66d-1b3d-45ff-bafe-680ea897b176", "parentComponentId": null }, { "bbox": { "h": 0.37, "w": 0.94, "x": 0.03, "y": 0.22 }, "kind": "table", "text": "Q2 2022 Comparison\nTotal Unique Aligner Orders Shipped\nAverage Aligner Gross Sales Price\nTotal Revenue\nGross Profit\nGross Margin %\nS&M\nAs % of Total Revenue\nG&A\nAs % of Total Revenue\nAdj EBITDA(1)", "attrs": {}, "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": "2026-05-01 23:04:12.994+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1a459ade-20e3-4cfc-aa7f-242c393e3963", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.34, "x": 0.058, "y": 0.05 }, "kind": "title", "text": "US/Canada vs. ROW.", "attrs": {}, "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": "2026-05-01 23:04:12.994+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1a8bb5e9-c8f6-4b20-ae1d-4fde31c1d49e", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Comparison frame", "slug": "comparison-frame", "status": "active", "bestFor": null, "canonId": "019dd9e1-484b-7399-a4fc-d14644b99f93", "version": 1, "bodyDocId": null, "description": "Two or more states/subjects placed side by side to expose a gap.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "caaab2c6-6f0b-4bd2-9469-98d26273426d", "evidence": "The slide compares US/Canada and ROW (Rest of World) financial metrics side-by-side, facilitating a comparison.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:34:43.374858+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 41, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 42, "type": "appendix", "function": "analyze_data", "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": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 56, "componentCount": 4, "textChars": 631, "nDataPoints": 16, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:04:14.098+00", "seconds": 4.486, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/42", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-42", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.06, "x": 0.041, "y": 0.93 }, "kind": "image", "text": "smile\nDIRECT CLUB", "attrs": {}, "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": "2026-05-01 23:04:14.098+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bcd74bd7-4a65-492f-8500-139f002842a7", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.79, "x": 0.123, "y": 0.95 }, "kind": "source-note", "text": "(1) Adjusted EBITDA is a non-GAAP financial measure. See appendix for definition of Adjusted EBITDA. Prior period reconciliations are available in historical SEC filings at https://investors.smiledirectclub.com/financial-filings/sec-filings.", "attrs": { "numbered": true }, "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": "2026-05-01 23:04:14.098+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "28a7eb0b-29e9-4fa0-a8a2-773a836d669f", "parentComponentId": null }, { "bbox": { "h": 0.42, "w": 0.51, "x": 0.041, "y": 0.16 }, "kind": "table", "text": "In thousands\nNet Revenue\nCOGS\nGross Profit\nGross Margin %\nS&M Costs\nAs % of Total Revenue\nG&A Costs\nAs % of Total Revenue\nAdj EBITDA(1)\nAdj EBITDA Margin\nFY 2020\n$11,074\n$3,375\n$7,699\n69.5%\n$12,038\n108.7%\n$14,515\n131.1%\n($17,028)\n(153.8%)\nFY 2021\n$15,034\n$6,078\n$8,955\n59.6%\n$32,387\n215.4%\n$21,307\n141.7%\n($40,174)\n(267.2%)", "attrs": {}, "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": "2026-05-01 23:04:14.098+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "68c8e0d3-be7a-423d-bc4c-c48258999af0", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.78, "x": 0.041, "y": 0.05 }, "kind": "title", "text": "Suspended International Markets Financial Profile.", "attrs": {}, "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": "2026-05-01 23:04:14.098+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e74a4f4e-6a45-44de-912e-a1bcf0c27f9c", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a8a78964-3f0f-490a-bcf0-c5a55878a453", "evidence": "table/data: In thousands Net Revenue COGS Gross Profit Gross Margin % S&M Costs As % of Total Revenue G&A Costs As % of Total Revenue Adj EBITDA(1) Adj EBITDA Margin", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:45:30.238178+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 42, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 43, "type": "appendix", "function": "appendix", "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": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "balanced", "densityScore": 43, "componentCount": 3, "textChars": 470, "nDataPoints": 16, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:04:13.644+00", "seconds": 3.711, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/43", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-43", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.0167, "w": 0.3547, "x": 0.1047, "y": 0.9556 }, "kind": "source-note", "text": "Note: Adjusted EBITDA is a non-GAAP financial measure.", "attrs": {}, "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": "2026-05-01 23:04:13.644+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d648ea29-1857-414b-906a-3a048d851c3a", "parentComponentId": null }, { "bbox": { "h": 0.5444, "w": 0.6648, "x": 0.0398, "y": 0.1567 }, "kind": "table", "text": "Three Months Ended June 30,\n(In thousands)\nNet loss\nDepreciation and amortization\nTotal interest expense\nIncome tax (benefit) expense\nRestructuring and other related costs\nEquity-based compensation\nOther non-operating general and administrative costs\nAdjusted EBITDA\n2022\n$(65,486)\n19,580\n4,454\n256\n3,168\n8,560\n6,306\n$(23,162)\n2021\n$(55,257)\n16,709\n1,939\n(12)\n536\n12,008\n1,601\n$(22,476)", "attrs": {}, "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": "2026-05-01 23:04:13.644+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4235e983-4b18-4be1-b8de-106df9a4fc28", "parentComponentId": null }, { "bbox": { "h": 0.0394, "w": 0.5494, "x": 0.0406, "y": 0.0506 }, "kind": "title", "text": "Net Income to Adjusted EBITDA.", "attrs": {}, "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": "2026-05-01 23:04:13.644+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "483b78f5-9dcc-4072-b86f-7b359ae175a0", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "8acaaf15-a52d-4162-8550-60e84716908a", "evidence": "table/data: Three Months Ended June 30, (In thousands) Net loss Depreciation and amortization Total interest expense Income tax (benefit) expense Restructuring and other related costs Equity-based compensation Other non-", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:45:30.311082+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 43, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 44, "type": "appendix", "function": "show_traction", "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": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "balanced", "densityScore": 41, "componentCount": 4, "textChars": 270, "nDataPoints": 24, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:04:14.824+00", "seconds": 3.843, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/44", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-44", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.056, "x": 0.042, "y": 0.92 }, "kind": "image", "text": "smile DIRECT CLUB", "attrs": {}, "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": "2026-05-01 23:04:14.824+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6d6c2007-1e9e-4330-a957-26ff5b769f9a", "parentComponentId": null }, { "bbox": { "h": 0.022, "w": 0.66, "x": 0.048, "y": 0.626 }, "kind": "paragraph", "text": "Currently 11% of SmileShops are located within dental practices.", "attrs": {}, "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": "2026-05-01 23:04:14.824+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8546214f-0966-40f4-9aa8-eb038c626b7a", "parentComponentId": null }, { "bbox": { "h": 0.38, "w": 0.49, "x": 0.036, "y": 0.156 }, "kind": "table", "text": "Market Mar 31, 2021 New Shops Closed Shops Jun 30, 2022 United States 85 4 (1) 88 Canada 8 8 United Kingdom 7 2 9 Australia 7 7 France 2 3 5 Ireland 1 1 Total 110 9 (1) 118", "attrs": {}, "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": "2026-05-01 23:04:14.824+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aec2b886-42fe-4d5a-93b5-ee1cea77fdf1", "parentComponentId": null }, { "bbox": { "h": 0.036, "w": 0.349, "x": 0.042, "y": 0.055 }, "kind": "title", "text": "SmileShop Bridge.", "attrs": {}, "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": "2026-05-01 23:04:14.824+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "efb2b7c3-c496-406b-b920-63d1dee9092d", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "bc063339-3718-4936-92e6-d6ae5494e3a2", "evidence": "table/data: Market Mar 31, 2021 New Shops Closed Shops Jun 30, 2022 United States 85 4 (1) 88 Canada 8 8 United Kingdom 7 2 9 Australia 7 7 France 2 3 5 Ireland 1 1 Total 110 9 (1) 118", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:45:30.379596+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 44, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 45, "type": "appendix", "function": "analyze_data", "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": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 31, "componentCount": 3, "textChars": 273, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:04:15.121+00", "seconds": 3.7, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/45", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-45", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.013, "w": 0.3484, "x": 0.1047, "y": 0.955 }, "kind": "source-note", "text": "Note: Free Cash Flow is a non-GAAP financial measure.", "attrs": {}, "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": "2026-05-01 23:04:15.121+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b6b92489-daa2-4872-b413-716c16308500", "parentComponentId": null }, { "bbox": { "h": 0.249, "w": 0.625, "x": 0.0492, "y": 0.213 }, "kind": "table", "text": "Three Months Ended June 30,\n2022\n2021\n(In thousands)\nCash Flow From Operations\n$(17,840)\n$(31,013)\nCash Flow From Investing\n(17,754)\n(22,322)\nFree Cash Flow\n$(35,594)\n$(53,335)", "attrs": {}, "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": "2026-05-01 23:04:15.121+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "28aa19bc-26e2-4925-bf14-00cad8d4e643", "parentComponentId": null }, { "bbox": { "h": 0.0326, "w": 0.6743, "x": 0.0406, "y": 0.0496 }, "kind": "title", "text": "Cash Flow from Operations to Free Cash Flow.", "attrs": {}, "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": "2026-05-01 23:04:15.121+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a8e988b1-2e13-4ca8-931b-d058cb191ed5", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "010b5216-07ce-4461-bbab-58b11c9b4cd9", "evidence": "table/data: Three Months Ended June 30, 2022 2021 (In thousands) Cash Flow From Operations $(17,840) $(31,013) Cash Flow From Investing (17,754) (22,322) Free Cash Flow $(35,594) $(53,335)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:45:30.449878+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 45, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 46, "type": "analysis", "function": "analyze_data", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 72, "componentCount": 5, "textChars": 1358, "nDataPoints": 55, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:04:17.756+00", "seconds": 5.915, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/46", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-46", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.06, "x": 0.04, "y": 0.92 }, "kind": "image", "text": "smile\nDIRECT CLUB", "attrs": {}, "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": "2026-05-01 23:04:17.756+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aed9e98f-546e-413d-a94d-5a77ec05f3e9", "parentComponentId": null }, { "bbox": { "h": 0.206, "w": 0.75, "x": 0.02, "y": 0.52 }, "kind": "list", "text": "Note: All information in this file is publicly available from our SEC filings.\n(1) Each unique aligner order shipped represents a single contracted member.\n(2) Estimated based on historical write-off percentages and expected net collections. Excludes implicit price concessions on financing revenue.\n(3) Includes impression kit revenue, refunds and sales tax.\n(4) As defined in quarterly and annual filings (Aligner Gross Revenue less IPC and Reserves and other adjustments).\n(5) Represents interest income earned on our SmilePay financing program, net of IPC starting in 2019, as noted in footnote 2 above.\n(6) Includes net revenue related to retainers, whitening, and other ancillary products.", "attrs": {}, "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": "2026-05-01 23:04:17.756+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "56142473-0a27-4020-bdb4-9880b04a1f8e", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.34, "x": 0.02, "y": 0.155 }, "kind": "source-note", "text": "($ in millions; except for Aligners Shipped and ASP)", "attrs": {}, "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": "2026-05-01 23:04:17.756+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8882760c-9d8b-489f-9a08-709bb3af1786", "parentComponentId": null }, { "bbox": { "h": 0.259, "w": 0.958, "x": 0.02, "y": 0.22 }, "kind": "table", "text": "Total Unique Aligner Orders Shipped(1) 90,006 69,906 66,133 76,254 62,705\nAverage Aligner Gross Sales Price (\"ASP\") $1,885 $1,900 $1,899 $1,890 $1,917\nAligner Gross Revenue $ 169.7 $ 132.8 $ 125.6 $ 144.2 $ 120.2\nImplicit Price Concession (2) (10.2) (10.7) (13.6) (13.9) (11.0)\nReserves and other adjustments (3) (16.7) (13.9) (13.0) (11.3) (10.3)\nAligner Revenue (4) $ 142.8 $ 108.3 $ 99.0 $ 118.9 $ 98.9\nFinancing Revenue (5) 11.6 10.9 9.8 9.1 9.0\nOther Revenue and adjustments (6) 19.8 18.5 17.5 23.5 17.8\nTotal Net Revenue $ 174.2 $ 137.7 $ 126.3 $ 151.6 $ 125.7", "attrs": { "header_cols": 1, "header_rows": 1 }, "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": "2026-05-01 23:04:17.756+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9e879881-c295-40ea-b339-c68b409e8b7b", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.59, "x": 0.042, "y": 0.049 }, "kind": "title", "text": "Gross to Net Revenue Bridge.", "attrs": {}, "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": "2026-05-01 23:04:17.756+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "96cf3d8f-0873-41e3-a54c-31f1ece1514d", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "8640e789-a9ee-400f-8429-f19967c4a5de", "evidence": "table/data: Total Unique Aligner Orders Shipped(1) 90,006 69,906 66,133 76,254 62,705 Average Aligner Gross Sales Price (\"ASP\") $1,885 $1,900 $1,899 $1,890 $1,917 Aligner Gross Revenue $ 169.7 $ 132.8 $ 125.6 $ 144.2 $ 1", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:45:30.602095+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 46, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "83aacdaa-37cd-4199-a1b3-71dcd9159c37", "evidence": "Gross to Net Revenue Bridge", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:45:30.51793+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 46, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 47, "type": "appendix", "function": "establish_context", "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": "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": 5, "textChars": 771, "nDataPoints": 10, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:04:17.747+00", "seconds": 5.195, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/47", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-47", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.05, "x": 0.04, "y": 0.92 }, "kind": "image", "text": "smile\nDIRECT CLUB", "attrs": {}, "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": "2026-05-01 23:04:17.747+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e846b575-c9fa-4248-9d08-67adfe77c3b2", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.45, "x": 0.07, "y": 0.15 }, "kind": "paragraph", "text": "This convertible debt financing strengthens our balance sheet, with minimal equity dilution, and fortifies us against a protracted COVID environment, while also enabling to us to comfortably execute our growth strategy over the coming years, while also investing in R&D, innovation, and other business development opportunities.", "attrs": {}, "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": "2026-05-01 23:04:17.747+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0e4687a2-4609-41fa-bc72-1ab48ed6a58d", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.46, "x": 0.53, "y": 0.12 }, "kind": "table", "text": "Convertible Debt Key Terms\nBase Deal Size $650 million\nGreen Shoe (exercised) $97.5 million\nCoupon 0.00%\nConversion Premium/Price 40.0% / $18.06\nSettlement Date February 9, 2021\nMaturity February 1, 2026", "attrs": {}, "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": "2026-05-01 23:04:17.747+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0a72237c-495e-45cf-92b1-2aa932f67a03", "parentComponentId": null }, { "bbox": { "h": 0.23, "w": 0.46, "x": 0.53, "y": 0.43 }, "kind": "table", "text": "Capped Call Key Terms\nCapped Call Lower Strike 40.0% / $18.06\nCapped Call Upper Strike 100.0% / $25.80\nNet Premium 9.3% of proceeds\nEffective all-in Rate/Terms ~2.0% Cost of Capital up 100%", "attrs": {}, "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": "2026-05-01 23:04:17.747+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fca6476d-6cb8-4139-adfa-3a70d04febdc", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.59, "x": 0.04, "y": 0.05 }, "kind": "title", "text": "Summary of convertible debt terms.", "attrs": {}, "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": "2026-05-01 23:04:17.747+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c25b4193-458a-44f6-acfe-2f351babc838", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "7b0a2fbb-1a2c-41ba-b4cf-97bd02deb83d", "evidence": "table/data: Convertible Debt Key Terms Base Deal Size $650 million Green Shoe (exercised) $97.5 million Coupon 0.00% Conversion Premium/Price 40.0% / $18.06 Settlement Date February 9, 2021 Maturity February 1, 2026", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:45:30.669312+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 47, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 48, "type": "setup", "function": "front_matter", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 1, "componentCount": 1, "textChars": 17, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:04:15.157+00", "seconds": 1.877, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-ed52-725c-87a8-c63cf2534b6c/48", "deck": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c", "deckAnchor": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c#slide-48", "deckJson": "/decks/019de513-ed52-725c-87a8-c63cf2534b6c.json" }, "components": [ { "bbox": { "h": 0.149, "w": 0.3125, "x": 0.34375, "y": 0.425 }, "kind": "image", "text": "smile direct club", "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": "2026-05-01 23:04:15.157+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7fd64fb5-2b5d-4e63-8396-ad471cbc3b30", "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": "c4004f07-d608-47ef-8c39-b5f331b4b344", "evidence": "Smile Direct Club", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:45:30.740343+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 48, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 1, "to": 5, "label": "Problem", "description": "The deck presents the company's vision and mission, setting the stage for the problem" }, { "from": 6, "to": 12, "label": "Solution", "description": "The deck presents SmileDirectClub's innovative solutions, including SmileMaker and SDC+" }, { "from": 13, "to": 20, "label": "Traction", "description": "The deck presents the company's traction, including customer growth and brand recognition" }, { "from": 23, "to": 30, "label": "Financials", "description": "The deck presents Q2 financial results and 2022 guidance" } ], "loops": [ { "from": 33, "to": 35, "label": "Cost Of Inaction", "description": "Highlighting the impact of economic sentiment on major purchases" }, { "from": 36, "to": 37, "label": "Why Now", "description": "Explaining the long-term outlook and multiple avenues for growth" } ] }