{ "schemaVersion": "deck-intelligence.v1", "id": "019de516-7dd0-711e-b583-4992cd8bd6a5", "slug": "a00259272d4e697ed347309506fd7579", "title": "Hubspot | Investor Presentation Deck | 26 slides", "subtitle": "HubSpot ยท 2023-08", "author": "HubSpot", "date": "2023-08-01 00:00:00", "pageCount": 26, "kind": "conference-presentation", "orientation": "landscape", "aspectRatio": 1.7777778, "document": { "id": "019de516-7dd0-711e-b583-4992cd8bd6a5", "slug": "a00259272d4e697ed347309506fd7579", "title": "Hubspot | Investor Presentation Deck | 26 slides", "rawTitle": "Hubspot | Investor Presentation Deck | 26 slides", "authorId": "hubspot", "authorName": "HubSpot", "authorDisplay": "HubSpot", "kind": { "slug": "conference-presentation", "label": "Conference presentation" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2023-08__hubspot__investor-pres__a0025927.pdf", "sourceUrl": "https://www.slidebook.io/company/hubspot/presentation/a00259272d4e697ed347309506fd7579/", "sourceDate": "2023-06-30 00:00:00", "presentationDate": "2023-08-01 00:00:00", "ingestedAt": "2026-05-01 19:49:09.805707+00", "status": "ready", "pageCount": 26, "orientation": "landscape", "aspectRatio": 1.7777778, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "software-application", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2023-08__hubspot__investor-pres__a0025927", "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": 26, "pagesIndexed": 26, "pagesWithImages": 26, "pagesWithMetadata": 26, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 107, "chartCount": 8, "metricSlides": 0, "toolMatches": 0, "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": "6c6b17b3-f026-4700-a338-ebc2e646095d", "evidence": "The deck follows a structure similar to the Sequoia Pitch, with sections on problem, solution, market size, product, and financials.", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 23:10:05.431752+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 7, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 5, "name": "Problem", "beatId": "8afb40ed-3839-444f-aeaf-3e0100613c3c", "matchId": "6c6b17b3-f026-4700-a338-ebc2e646095d", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "Slides 5-7 discuss the underserved SMB market and customer disconnection crisis.", "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": 14, "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": "67ed2394-80ba-45e2-b0b3-5d33bb9c0385", "matchId": "6c6b17b3-f026-4700-a338-ebc2e646095d", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Slides 6-14 present HubSpot's platform solution and customer journey.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot โ€” solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 10, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 10, "name": "Market Size", "beatId": "1ae746f3-48e4-4b3b-b989-c9560be55239", "matchId": "6c6b17b3-f026-4700-a338-ebc2e646095d", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "Slide 10 discusses the large and expanding TAM.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 26, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 16, "name": "Financials", "beatId": "8cefcca1-e1c3-4853-ad05-07e0502e4b34", "matchId": "6c6b17b3-f026-4700-a338-ebc2e646095d", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 16-26 present financial overviews, revenue growth, and profitability metrics.", "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": 7, "from": 5, "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": "dc092976-04d8-4be0-9912-2db32f9e27da", "evidence": "Slides 5-7 discuss the challenges faced by SMBs due to disconnection.", "position": 0, "objective": "Highlight the cost of not addressing the disconnection crisis", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:10:05.652732+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 26, "from": 16, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null, "categoryName": "Consulting Framework", "categorySlug": "consulting-framework" }, "matchId": "10fd7d25-5d55-4c34-891b-3cdc4a845be9", "evidence": "Slides 16-26 present financial metrics and growth targets.", "position": 1, "objective": "Showcase HubSpot's strong revenue growth and profitability", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:10:05.697032+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [], "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/-vsUWbJJ1XOtMupuSo5RHILD6r0DP-ujAkfTEPKxx4A/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9hMDAyNTkyNzJkNGU2OTdlZDM0NzMwOTUwNmZkNzU3OS9wMDAxLmpwZw", "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": 14, "componentCount": 3, "textChars": 102, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:00:21.02+00", "seconds": 3.572, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-7dd0-711e-b583-4992cd8bd6a5/1", "deck": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5", "deckAnchor": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5#slide-1", "deckJson": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5.json" }, "components": [ { "bbox": { "h": 0.54, "w": 0.369, "x": 0.56, "y": 0.18 }, "kind": "image", "text": "Illustration of a magnifying glass over a bar chart and line graph", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:00:21.02+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0ca3028f-412c-45bd-9a31-b41e3cae9937", "parentComponentId": null }, { "bbox": { "h": 0.036, "w": 0.13, "x": 0.044, "y": 0.069 }, "kind": "image", "text": "HubSpot logo", "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 23:00:21.02+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "30365043-cf9a-4e75-84d1-5cb8b633e749", "parentComponentId": null }, { "bbox": { "h": 0.159, "w": 0.449, "x": 0.044, "y": 0.347 }, "kind": "title", "text": "HubSpot Overview\nQ2 2023", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:00:21.02+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d5701019-5d56-4fae-8ac2-6ad98fd4b702", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/fyXek3Z_qJM-JsUfIixeF2ZqfD7TQi430XaEQXiLYx0/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9hMDAyNTkyNzJkNGU2OTdlZDM0NzMwOTUwNmZkNzU3OS9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/fcpUcHmPAPU0Wnuy3sGob8p0TEF6p6zhl0430RX0DM0/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9hMDAyNTkyNzJkNGU2OTdlZDM0NzMwOTUwNmZkNzU3OS9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/P-5D2c0PBvVWRKu0f12ksdR41c-7jbym9UbhWm0DmzU/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9hMDAyNTkyNzJkNGU2OTdlZDM0NzMwOTUwNmZkNzU3OS9wMDAxLnBuZw" }, { "page": 2, "type": "setup", "function": "front_matter", "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": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "balanced", "densityScore": 46, "componentCount": 3, "textChars": 3020, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:00:24.469+00", "seconds": 6.067, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-7dd0-711e-b583-4992cd8bd6a5/2", "deck": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5", "deckAnchor": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5#slide-2", "deckJson": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5.json" }, "components": [ { "bbox": { "h": 0.56, "w": 0.89, "x": 0.058, "y": 0.179 }, "kind": "disclaimer", "text": "This presentation includes certain \"forward-looking statements\" within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding management's expectations of future financial and operational performance and operational expenditures, expected growth, foreign currency movement, and business outlook, including our financial guidance for the third fiscal quarter of and full year 2023 and our long-term financial framework; statements regarding our positioning for future growth and market leadership; statements regarding the economic environment; and statements regarding expected market trends, future priorities and related investments, and market opportunities (including with respect to our expanding Total Addressable Market). These forward-looking statements include, but are not limited to, plans, objectives, expectations and intentions and other statements contained in this press release that are not historical facts and statements identified by words such as \"expects,\" \"anticipates,\" \"intends,\" \"plans,\" \"believes,\" \"seeks,\" \"estimates\" or words of similar meaning. These forward-looking statements reflect our current views about our plans, intentions, expectations, strategies and prospects, which are based on the information currently available to us and on assumptions we have made. Although we believe that our plans, intentions, expectations, strategies and prospects as reflected in or suggested by those forward-looking statements are reasonable, we can give no assurance that the plans, intentions, expectations or strategies will be attained or achieved. Furthermore, actual results may differ materially from those described in the forward-looking statements and will be affected by a variety of risks and factors that are beyond our control including, without limitation, risks associated with our history of losses; our ability to retain existing customers and add new customers; the continued growth of the market for a CRM platform; our ability to develop new products and and technologies and to differentiate our platform from competing products and technologies; our ability to manage our growth effectively over the long-term to maintain our high level of service; our ability to maintain and expand relationships with our solutions partners; the price volatility of our common stock; the impact of geopolitical conflicts, inflation, foreign currency movement, and macroeconomic instability on our business, the broader economy, our workforce and operations, the markets in which we and our partners and customers operate, and our ability to forecast our future financial performance; regulatory and legislative developments on the use of artificial intelligence and machine learning; and other risks set forth under the caption \"Risk Factors\" in our SEC filings. We assume no obligation to update any forward-looking statements contained in this document as a result of new information, future events or otherwise.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:00:24.469+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "25649fea-3fae-4747-a232-81352253f9a0", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.07, "x": 0.88, "y": 0.95 }, "kind": "image", "text": "HubSpot 2", "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 23:00:24.469+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "48314820-acaf-4703-9019-574848a86907", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.409, "x": 0.058, "y": 0.101 }, "kind": "title", "text": "Safe Harbor Statement", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:00:24.469+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "13630cc3-c652-46c9-afe0-ee5a4813368c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "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": "sparse", "densityScore": 17, "componentCount": 3, "textChars": 152, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:00:22.157+00", "seconds": 2.794, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-7dd0-711e-b583-4992cd8bd6a5/3", "deck": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5", "deckAnchor": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5#slide-3", "deckJson": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.07, "x": 0.85, "y": 0.93 }, "kind": "image", "text": "HubSpot", "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 23:00:22.157+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a9ac34d7-b67f-446b-b4f1-760d5f12dc6c", "parentComponentId": null }, { "bbox": { "h": 0.082, "w": 0.582, "x": 0.209, "y": 0.56 }, "kind": "paragraph", "text": "Our mission is to help millions of organizations grow better.", "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 23:00:22.157+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1f963905-8706-4dbd-a6b2-ab07b3ee3edb", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.783, "x": 0.108, "y": 0.255 }, "kind": "paragraph", "text": "HubSpot is a leading Customer Relationship Management platform for scaling companies", "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 23:00:22.157+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "411b7982-0345-47c9-9e30-8e9785dd504b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 4, "type": "setup", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 80, "componentCount": 11, "textChars": 401, "nDataPoints": 8, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:00:25.871+00", "seconds": 5.753, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-7dd0-711e-b583-4992cd8bd6a5/4", "deck": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5", "deckAnchor": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5#slide-4", "deckJson": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.15, "x": 0.13, "y": 0.55 }, "kind": "metric", "text": "27% YoY growth", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:00:25.871+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0fc80037-dbc2-49a7-8f1e-f9a7725b25db", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.15, "x": 0.13, "y": 0.38 }, "kind": "metric", "text": "$1.94B TTM revenue", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:00:25.871+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "108a59b2-4056-47c4-b534-155f26e03674", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.15, "x": 0.36, "y": 0.38 }, "kind": "metric", "text": "$251M TTM FCF", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:00:25.871+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "670577ec-2859-4a59-ba7c-402b9c3874ec", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.09, "x": 0.39, "y": 0.55 }, "kind": "metric", "text": "13% margin", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:00:25.871+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "773225ec-a549-41ef-b552-7dccc5aa77a5", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.11, "x": 0.82, "y": 0.55 }, "kind": "metric", "text": "13 office locations", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:00:25.871+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8a1b17d1-4e23-4d52-892f-46c7ebb1d279", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.11, "x": 0.82, "y": 0.38 }, "kind": "metric", "text": "7K+ employees", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:00:25.871+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8aac8371-9cab-45fb-8c6e-65bde7a953bd", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.13, "x": 0.59, "y": 0.38 }, "kind": "metric", "text": "~184K customers", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:00:25.871+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b45c7cff-3b81-49f8-9d36-0ca6b758c157", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.13, "x": 0.59, "y": 0.55 }, "kind": "metric", "text": "120+ countries", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:00:25.871+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dcee8e6c-dbf4-48c6-b034-83f8b20845ac", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.76, "x": 0.02, "y": 0.96 }, "kind": "source-note", "text": "2 FCF = Free Cash Flow is a non-GAAP metric. Please refer to the end of this presentation for a reconciliation of GAAP to non-GAAP figures.", "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 23:00:25.871+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2f6e5966-d92e-4701-a50c-1c32434aa805", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.76, "x": 0.02, "y": 0.95 }, "kind": "source-note", "text": "1 YoY growth based on trailing twelve month period as of Q2 2023, compared to prior trailing twelve month period as of Q2 2022.", "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 23:00:25.871+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c3c6f93a-37b9-4df7-8aa7-64def281cec9", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.32, "x": 0.05, "y": 0.1 }, "kind": "title", "text": "HubSpot at a Glance", "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 23:00:25.871+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e02b49ea-35bf-4304-b30b-d64882e54d11", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 5, "type": "tension", "function": "diagnose_problem", "rawType": "problem_statement", "block": null, "metadata": { "slideType": "problem_statement", "slideTypeCanon": { "name": "Problem statement", "slug": "problem_statement", "status": "active", "canonId": "019de52d-0879-768d-bba8-8da8a5a121d4", "version": 1, "description": null }, "function": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "dense", "densityScore": 59, "componentCount": 6, "textChars": 385, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:00:25.454+00", "seconds": 5.144, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-7dd0-711e-b583-4992cd8bd6a5/5", "deck": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5", "deckAnchor": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5#slide-5", "deckJson": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5.json" }, "components": [ { "bbox": { "h": 0.519, "w": 0.338, "x": 0.582, "y": 0.23 }, "kind": "diagram", "text": "Cobbled enterprise solutions: Data Acquisition, Analytics Acquisition, Messaging Acquisition, Marketing Automation Acquisition, Service Acquisition, Reporting Acquisition", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": "other", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:00:25.454+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3be08c8c-a78e-4d42-b34d-442bd76a0476", "parentComponentId": null }, { "bbox": { "h": 0.519, "w": 0.338, "x": 0.08, "y": 0.23 }, "kind": "diagram", "text": "Disconnected point solutions: Sales Productivity, Service Ticketing, Websites, Data Sync, Marketing Automation, Reporting", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": "other", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:00:25.454+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ea817628-f980-4da2-bb0b-603632595c89", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.089, "x": 0.87, "y": 0.94 }, "kind": "image", "text": "HubSpot 5", "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 23:00:25.454+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f97932eb-97db-4bf2-a878-36e224cf2a67", "parentComponentId": null }, { "bbox": { "h": 0.029, "w": 0.338, "x": 0.08, "y": 0.79 }, "kind": "paragraph", "text": "Disconnected point solutions", "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 23:00:25.454+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "79655cb7-0490-444b-9790-f0b75827dbb3", "parentComponentId": null }, { "bbox": { "h": 0.029, "w": 0.338, "x": 0.582, "y": 0.79 }, "kind": "paragraph", "text": "Cobbled enterprise solutions", "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 23:00:25.454+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bbbe0c55-1a16-47cf-9e5e-70beae23ac77", "parentComponentId": null }, { "bbox": { "h": 0.148, "w": 0.248, "x": 0.376, "y": 0.426 }, "kind": "title", "text": "The SMB market is underserved", "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 23:00:25.454+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f68aa17b-981e-4b2c-b6c1-7c2cdb927706", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 7, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 5, "name": "Problem", "beatId": "8afb40ed-3839-444f-aeaf-3e0100613c3c", "matchId": "6c6b17b3-f026-4700-a338-ebc2e646095d", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "Slides 5-7 discuss the underserved SMB market and customer disconnection crisis.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 7, "from": 5, "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": "dc092976-04d8-4be0-9912-2db32f9e27da", "evidence": "Slides 5-7 discuss the challenges faced by SMBs due to disconnection.", "position": 0, "objective": "Highlight the cost of not addressing the disconnection crisis", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:10:05.652732+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 6, "type": "setup", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "dense", "densityScore": 66, "componentCount": 7, "textChars": 416, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:00:26.594+00", "seconds": 5.247, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-7dd0-711e-b583-4992cd8bd6a5/6", "deck": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5", "deckAnchor": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5#slide-6", "deckJson": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5.json" }, "components": [ { "bbox": { "h": 0.53, "w": 0.38, "x": 0.56, "y": 0.23 }, "kind": "diagram", "text": "Cobbled enterprise solutions: Data Acquisition, Analytics Acquisition, Messaging Acquisition, Marketing Automation Acquisition, Service Acquisition, Reporting Acquisition", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:00:26.594+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "80560c77-572f-484f-be72-bf24be992d6a", "parentComponentId": null }, { "bbox": { "h": 0.53, "w": 0.38, "x": 0.06, "y": 0.23 }, "kind": "diagram", "text": "Disconnected point solutions: Websites, Sales Productivity, Data Sync, Service Ticketing, Marketing Automation, Reporting", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:00:26.594+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d128f5d5-fa14-42dc-9573-b7046c60144b", "parentComponentId": null }, { "bbox": { "h": 0.22, "w": 0.12, "x": 0.44, "y": 0.29 }, "kind": "image", "text": "HubSpot logo", "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 23:00:26.594+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "63c750a1-ff00-44a6-adbf-82fd2c830aa4", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.38, "x": 0.56, "y": 0.78 }, "kind": "paragraph", "text": "Cobbled enterprise solutions", "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 23:00:26.594+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0f0f2282-37ac-4fc1-af28-4f6c0d675351", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.38, "x": 0.06, "y": 0.78 }, "kind": "paragraph", "text": "Disconnected point solutions", "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 23:00:26.594+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6292db1e-0ac4-48de-b760-9a9b187604ed", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.07, "x": 0.89, "y": 0.94 }, "kind": "source-note", "text": "HubSpot 6", "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 23:00:26.594+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ba418466-1c68-4e06-a1ab-dd437eed4861", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.901, "x": 0.049, "y": 0.05 }, "kind": "title", "text": "HubSpot is well positioned to solve this problem", "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 23:00:26.594+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a1dcbc69-b114-4ed2-9db1-780cc64860c2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 7, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 5, "name": "Problem", "beatId": "8afb40ed-3839-444f-aeaf-3e0100613c3c", "matchId": "6c6b17b3-f026-4700-a338-ebc2e646095d", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "Slides 5-7 discuss the underserved SMB market and customer disconnection crisis.", "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": 14, "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": "67ed2394-80ba-45e2-b0b3-5d33bb9c0385", "matchId": "6c6b17b3-f026-4700-a338-ebc2e646095d", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Slides 6-14 present HubSpot's platform solution and customer journey.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot โ€” solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 7, "from": 5, "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": "dc092976-04d8-4be0-9912-2db32f9e27da", "evidence": "Slides 5-7 discuss the challenges faced by SMBs due to disconnection.", "position": 0, "objective": "Highlight the cost of not addressing the disconnection crisis", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:10:05.652732+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 7, "type": "tension", "function": "diagnose_problem", "rawType": "problem_statement", "block": null, "metadata": { "slideType": "problem_statement", "slideTypeCanon": { "name": "Problem statement", "slug": "problem_statement", "status": "active", "canonId": "019de52d-0879-768d-bba8-8da8a5a121d4", "version": 1, "description": null }, "function": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "balanced", "densityScore": 34, "componentCount": 4, "textChars": 281, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:00:25.699+00", "seconds": 3.286, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-7dd0-711e-b583-4992cd8bd6a5/7", "deck": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5", "deckAnchor": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5#slide-7", "deckJson": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5.json" }, "components": [ { "bbox": { "h": 0.05, "w": 1, "x": 0, "y": 0.32 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:00:25.699+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "513ed447-df11-4c89-9bdd-17b119f292ad", "parentComponentId": null }, { "bbox": { "h": 0.42, "w": 0.4, "x": 0.57, "y": 0.42 }, "kind": "list", "text": "Disconnected point solutions are not the solution\nPeople need more than software to thrive and crave community\nOld GTM strategies will NOT work in this new world", "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 23:00:25.699+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a6ca8b8d-2b6c-46a2-be22-518df27beb07", "parentComponentId": null }, { "bbox": { "h": 0.38, "w": 0.3, "x": 0.05, "y": 0.45 }, "kind": "list", "text": "Disconnected systems\nDisconnected people\nDisconnected customers", "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 23:00:25.699+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b89e214f-a960-429e-bb81-ba5bcd4c61a1", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.46, "x": 0.05, "y": 0.1 }, "kind": "title", "text": "Our customers are challenged by a crisis of disconnection", "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 23:00:25.699+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8a72bf71-4586-45b6-9cb2-3a54023e69db", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 7, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 5, "name": "Problem", "beatId": "8afb40ed-3839-444f-aeaf-3e0100613c3c", "matchId": "6c6b17b3-f026-4700-a338-ebc2e646095d", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "Slides 5-7 discuss the underserved SMB market and customer disconnection crisis.", "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": 14, "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": "67ed2394-80ba-45e2-b0b3-5d33bb9c0385", "matchId": "6c6b17b3-f026-4700-a338-ebc2e646095d", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Slides 6-14 present HubSpot's platform solution and customer journey.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot โ€” solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 7, "from": 5, "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": "dc092976-04d8-4be0-9912-2db32f9e27da", "evidence": "Slides 5-7 discuss the challenges faced by SMBs due to disconnection.", "position": 0, "objective": "Highlight the cost of not addressing the disconnection crisis", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:10:05.652732+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 8, "type": "evidence", "function": "frame_situation", "rawType": "before_after", "block": null, "metadata": { "slideType": "before_after", "slideTypeCanon": { "name": "Before / after", "slug": "before_after", "status": "active", "canonId": "019de52d-11fd-771e-bb45-e27f849bc560", "version": 1, "description": null }, "function": "frame_situation", "functionCanon": { "name": "Frame situation", "slug": "frame_situation", "status": "active", "canonId": "019de52d-17bc-718f-8752-05ef2b72d7b3", "version": 1, "description": null }, "density": "dense", "densityScore": 52, "componentCount": 5, "textChars": 418, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:00:26.51+00", "seconds": 3.778, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-7dd0-711e-b583-4992cd8bd6a5/8", "deck": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5", "deckAnchor": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5#slide-8", "deckJson": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.9, "x": 0.05, "y": 0.24 }, "kind": "diagram", "text": "Single App To Connected Platform", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Timeline", "slug": "timeline", "status": "active", "canonId": "019de52d-03c5-73fc-84aa-4180cbf0f5cf", "version": 1, "description": null }, "framework": null }, "subkind": "timeline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:00:26.51+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "091e23c6-8c8c-409c-9677-2fac6399d82b", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.09, "x": 0.87, "y": 0.94 }, "kind": "image", "text": "HubSpot 8", "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 23:00:26.51+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "055583aa-d4aa-4cd6-9db5-c3654a5c823c", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.49, "x": 0.45, "y": 0.34 }, "kind": "list", "text": "To Connected Platform\nConnected Applications: Marketing Hubโ„ข, Sales Hubโ„ข, Service Hubโ„ข, CMS Hubโ„ข, Operations Hubโ„ข\nConnected Platform: Commerce-Powered CRM (Data, Reporting, Automation, Content, Messaging, Payments)\nConnected Community: Network, Marketplace, Academy", "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 23:00:26.51+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2ef7447f-9c91-4c19-8e9e-647866696ec4", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.2, "x": 0.05, "y": 0.34 }, "kind": "list", "text": "Single App\nMarketing Hubโ„ข", "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 23:00:26.51+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "de0bae4b-6e7f-4ff8-bbf2-5e4beb411fe2", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.9, "x": 0.05, "y": 0.1 }, "kind": "title", "text": "To Help our Customers Make Connections, We've Transformed From A Single App To Platform", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:00:26.51+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4fce789f-3fd2-442e-94f3-33cb487bec33", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "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": "67ed2394-80ba-45e2-b0b3-5d33bb9c0385", "matchId": "6c6b17b3-f026-4700-a338-ebc2e646095d", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Slides 6-14 present HubSpot's platform solution and customer journey.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot โ€” 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": "evidence", "function": "illustrate_case", "rawType": "customer_journey", "block": null, "metadata": { "slideType": "customer_journey", "slideTypeCanon": { "name": "Customer journey", "slug": "customer_journey", "status": "active", "canonId": "019de52d-0966-70ce-afe3-bc7c98ffc8c9", "version": 1, "description": null }, "function": "illustrate_case", "functionCanon": { "name": "Illustrate case", "slug": "illustrate_case", "status": "active", "canonId": "019de52d-13b4-772c-bb73-1873612a7463", "version": 1, "description": null }, "density": "balanced", "densityScore": 47, "componentCount": 5, "textChars": 315, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:00:26.728+00", "seconds": 3.805, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-7dd0-711e-b583-4992cd8bd6a5/9", "deck": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5", "deckAnchor": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5#slide-9", "deckJson": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5.json" }, "components": [ { "bbox": { "h": 0.209, "w": 0.89, "x": 0.058, "y": 0.299 }, "kind": "diagram", "text": "Newer to digital, Early to digital, Digitally Mature", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Timeline", "slug": "timeline", "status": "active", "canonId": "019de52d-03c5-73fc-84aa-4180cbf0f5cf", "version": 1, "description": null }, "framework": null }, "subkind": "timeline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:00:26.728+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b3dc19f0-6a66-448f-94ea-b29afeded4b4", "parentComponentId": null }, { "bbox": { "h": 0.239, "w": 0.22, "x": 0.37, "y": 0.469 }, "kind": "list", "text": "Early to digital\n:: PayPlug\nSoftware\nMarketing, Sales, CMS Hubs", "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 23:00:26.728+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7e283ee6-2385-414e-a8f7-3ad2cbb66ba9", "parentComponentId": null }, { "bbox": { "h": 0.239, "w": 0.174, "x": 0.058, "y": 0.469 }, "kind": "list", "text": "Newer to digital\nVIEZMANN\nIndustrials\nMarketing Hub", "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 23:00:26.728+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b7a8c8a1-c21a-4484-bf1d-33e57d5ccc0c", "parentComponentId": null }, { "bbox": { "h": 0.239, "w": 0.24, "x": 0.693, "y": 0.469 }, "kind": "list", "text": "Digitally Mature\nWyreStorm\nElectronics Manufacturing\nMarketing, Sales, Service Hubs", "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 23:00:26.728+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d7e247dd-c601-4474-857e-601ad016b4d4", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.629, "x": 0.058, "y": 0.101 }, "kind": "title", "text": "We help customers scale across all stages of their digital journey", "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 23:00:26.728+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "21606c97-032d-4688-a5cd-22c7e28a6f72", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "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": "67ed2394-80ba-45e2-b0b3-5d33bb9c0385", "matchId": "6c6b17b3-f026-4700-a338-ebc2e646095d", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Slides 6-14 present HubSpot's platform solution and customer journey.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot โ€” 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": "size_opportunity", "rawType": "market_sizing", "block": null, "metadata": { "slideType": "market_sizing", "slideTypeCanon": { "name": "Market sizing", "slug": "market_sizing", "status": "active", "canonId": "019de52d-08c8-756c-8664-733b73a7ee7b", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "balanced", "densityScore": 36, "componentCount": 3, "textChars": 372, "nDataPoints": 5, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:00:26.689+00", "seconds": 3.228, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-7dd0-711e-b583-4992cd8bd6a5/10", "deck": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5", "deckAnchor": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5#slide-10", "deckJson": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5.json" }, "components": [ { "bbox": { "h": 0.579, "w": 0.888, "x": 0.056, "y": 0.23 }, "kind": "chart", "text": "10% CAGR, $45B in 2022, $72B in 2027, 1-99 employees, 100-999 employees, 1000-2000 employees", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked area chart", "slug": "area-stacked", "status": "active", "canonId": "019de52c-ffb1-75fa-a614-76782f418cf1", "version": 1, "description": null }, "framework": null }, "subkind": "area-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:00:26.689+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4df3bc9a-25a9-4c3b-8226-13a99866833d", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.79, "x": 0.019, "y": 0.92 }, "kind": "source-note", "text": "Includes Total Addressable Market for software in HubSpot's core product groups including Marketing Hub, Sales Hub, Service Hub, Operations Hub and CMS Hub. Does not include Commerce and Payments TAM. Source: IDC and HubSpot estimates as of 9/7/2022.", "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 23:00:26.689+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "86fe0729-5bcd-4497-8604-7e264110054a", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.488, "x": 0.056, "y": 0.101 }, "kind": "title", "text": "Our TAM is large and expanding", "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 23:00:26.689+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f335c4e5-0b93-401c-8905-27e4670333e3", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "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": "67ed2394-80ba-45e2-b0b3-5d33bb9c0385", "matchId": "6c6b17b3-f026-4700-a338-ebc2e646095d", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Slides 6-14 present HubSpot's platform solution and customer journey.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot โ€” solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 10, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 10, "name": "Market Size", "beatId": "1ae746f3-48e4-4b3b-b989-c9560be55239", "matchId": "6c6b17b3-f026-4700-a338-ebc2e646095d", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "Slide 10 discusses the large and expanding TAM.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 11, "type": "appendix", "function": "frame_situation", "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": "frame_situation", "functionCanon": { "name": "Frame situation", "slug": "frame_situation", "status": "active", "canonId": "019de52d-17bc-718f-8752-05ef2b72d7b3", "version": 1, "description": null }, "density": "sparse", "densityScore": 12, "componentCount": 3, "textChars": 76, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:00:26.845+00", "seconds": 2.541, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-7dd0-711e-b583-4992cd8bd6a5/11", "deck": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5", "deckAnchor": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5#slide-11", "deckJson": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5.json" }, "components": [ { "bbox": { "h": 0.43, "w": 0.88, "x": 0.06, "y": 0.29 }, "kind": "diagram", "text": "Product led, Partner led, Direct led", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:00:26.845+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4139f195-dd73-4396-a966-bd938fc34997", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.08, "x": 0.88, "y": 0.93 }, "kind": "image", "text": "HubSpot logo", "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 23:00:26.845+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bf9bfe9e-80ee-4315-a7b8-89b35eea84a2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.56, "x": 0.058, "y": 0.08 }, "kind": "title", "text": "Wide Breadth of Distribution", "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 23:00:26.845+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "12ba959f-b5f0-4779-8091-82c81c61248b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "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": "67ed2394-80ba-45e2-b0b3-5d33bb9c0385", "matchId": "6c6b17b3-f026-4700-a338-ebc2e646095d", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Slides 6-14 present HubSpot's platform solution and customer journey.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot โ€” 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": "setup", "function": "establish_context", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "dense", "densityScore": 54, "componentCount": 6, "textChars": 210, "nDataPoints": 4, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:00:28.976+00", "seconds": 4.292, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-7dd0-711e-b583-4992cd8bd6a5/12", "deck": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5", "deckAnchor": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5#slide-12", "deckJson": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5.json" }, "components": [ { "bbox": { "h": 0.28, "w": 0.89, "x": 0.06, "y": 0.25 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Icon grid", "slug": "icon-grid", "status": "active", "canonId": "019de52c-fdfe-749d-9990-1db465a3eed4", "version": 1, "description": null }, "framework": null }, "subkind": "icon-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:00:28.976+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "20e56bac-b3ea-4b35-ac45-f24eb21abb18", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.19, "x": 0.29, "y": 0.57 }, "kind": "list", "text": "#1 Best CEOs for Women by Comparably", "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 23:00:28.976+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "260147ac-990e-45f7-b972-f86d317f2bb7", "parentComponentId": null }, { "bbox": { "h": 0.14, "w": 0.19, "x": 0.76, "y": 0.57 }, "kind": "list", "text": "Best Workplaces for Millennialsโ„ข by Great Places to Work", "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 23:00:28.976+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ac724473-3ab8-4574-aa25-e4e7d6d475ac", "parentComponentId": null }, { "bbox": { "h": 0.14, "w": 0.19, "x": 0.53, "y": 0.57 }, "kind": "list", "text": "100 Best Companies to Work Forยฎ by Great Places to Work", "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 23:00:28.976+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d5025bd7-c561-4c8a-ad49-ca7991f0d57a", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.21, "x": 0.06, "y": 0.57 }, "kind": "list", "text": "#2 Best Place to Work in 2022 by Glassdoor", "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 23:00:28.976+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d7b44515-c195-43f1-8dcb-cf4f1e7250ef", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.436, "x": 0.058, "y": 0.08 }, "kind": "title", "text": "Award Winning Culture", "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 23:00:28.976+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b3718e44-ad35-4713-b1cb-5986b590ea6a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "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": "67ed2394-80ba-45e2-b0b3-5d33bb9c0385", "matchId": "6c6b17b3-f026-4700-a338-ebc2e646095d", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Slides 6-14 present HubSpot's platform solution and customer journey.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot โ€” 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": "evidence", "function": "illustrate_case", "rawType": "customer_journey", "block": null, "metadata": { "slideType": "customer_journey", "slideTypeCanon": { "name": "Customer journey", "slug": "customer_journey", "status": "active", "canonId": "019de52d-0966-70ce-afe3-bc7c98ffc8c9", "version": 1, "description": null }, "function": "illustrate_case", "functionCanon": { "name": "Illustrate case", "slug": "illustrate_case", "status": "active", "canonId": "019de52d-13b4-772c-bb73-1873612a7463", "version": 1, "description": null }, "density": "balanced", "densityScore": 39, "componentCount": 3, "textChars": 437, "nDataPoints": 7, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:00:28.598+00", "seconds": 3.398, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-7dd0-711e-b583-4992cd8bd6a5/13", "deck": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5", "deckAnchor": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5#slide-13", "deckJson": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.18 }, "kind": "chart", "text": "Revenue growth with key milestones: HubSpot Founded '06, Marketing Hub Launch, Performable Acquisition '11, $50m '12, CRM Launch, Sales Hub Launch '14, $100m, $250m '16, Service Hub Launch '17, $500m '18, PieSync Acquisition '20, CMS Hub Launch, 100K Customers, Operations Hub Launch, $1b ARR '21, Payments Launch, $2b ARR '23.", "attrs": { "x_axis_label": "Year", "y_axis_label": "Revenue" }, "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 23:00:28.598+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "82f89dd9-2a81-4310-ac5a-272adda84a6c", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.3, "x": 0.03, "y": 0.94 }, "kind": "list", "text": "1 Sales Hub originally launched and branded as \"Sidekick\". 2 ARR: Annual Recurring Revenue.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "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 23:00:28.598+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6be3d4cd-4be2-4e47-9053-44015a29be2e", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.41, "x": 0.06, "y": 0.09 }, "kind": "title", "text": "The HubSpot Journey", "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 23:00:28.598+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e2abf7ff-f161-43ae-bc00-c14985b7fd6c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "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": "67ed2394-80ba-45e2-b0b3-5d33bb9c0385", "matchId": "6c6b17b3-f026-4700-a338-ebc2e646095d", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Slides 6-14 present HubSpot's platform solution and customer journey.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot โ€” 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": 14, "type": "setup", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "sparse", "densityScore": 15, "componentCount": 3, "textChars": 126, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:00:28.597+00", "seconds": 2.737, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-7dd0-711e-b583-4992cd8bd6a5/14", "deck": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5", "deckAnchor": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5#slide-14", "deckJson": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5.json" }, "components": [ { "bbox": { "h": 0.62, "w": 1, "x": 0, "y": 0.28 }, "kind": "diagram", "text": "Large, expanding TAM\nPace of innovation + Breadth of distribution\nStrong culture & team", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:00:28.597+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a34ec92c-d2b9-4212-a0e2-b6cbb7d3d479", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.09, "x": 0.87, "y": 0.95 }, "kind": "source-note", "text": "HubSpot14", "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 23:00:28.597+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e0fbebe4-9ca0-4b31-ab53-8729f67843a6", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.43, "x": 0.05, "y": 0.108 }, "kind": "title", "text": "Winning combination\nfor 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 23:00:28.597+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "060c33c8-0845-4650-b53d-30314f851492", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "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": "67ed2394-80ba-45e2-b0b3-5d33bb9c0385", "matchId": "6c6b17b3-f026-4700-a338-ebc2e646095d", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Slides 6-14 present HubSpot's platform solution and customer journey.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot โ€” 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": 15, "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": 3, "componentCount": 2, "textChars": 26, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:00:28.156+00", "seconds": 2.14, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-7dd0-711e-b583-4992cd8bd6a5/15", "deck": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5", "deckAnchor": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5#slide-15", "deckJson": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5.json" }, "components": [ { "bbox": { "h": 0.42, "w": 0.33, "x": 0.59, "y": 0.29 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:00:28.156+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "df73a1c1-cd72-451e-ab89-6135a9a18e0c", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.44, "x": 0.056, "y": 0.447 }, "kind": "title", "text": "Financial Overview\nQ2 2023", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:00:28.156+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "545c228a-8a47-40b4-aa37-83d042897464", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 16, "type": "setup", "function": "quantify_opportunity", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "quantify_opportunity", "functionCanon": { "name": "Quantify opportunity", "slug": "quantify_opportunity", "status": "active", "canonId": "019de52d-17e4-726f-aa15-83350acef1dd", "version": 1, "description": null }, "density": "dense", "densityScore": 61, "componentCount": 5, "textChars": 513, "nDataPoints": 4, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:00:30.701+00", "seconds": 4.065, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-7dd0-711e-b583-4992cd8bd6a5/16", "deck": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5", "deckAnchor": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5#slide-16", "deckJson": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5.json" }, "components": [ { "bbox": { "h": 0.56, "w": 0.51, "x": 0.04, "y": 0.24 }, "kind": "chart", "text": "Quarterly Revenue ($m) from Q1'17 ($82) to Q2'23 ($529)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:00:30.701+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d24707c5-3e3a-4f84-80b3-ce709bde5f0a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.71, "y": 0.46 }, "kind": "metric", "text": "Q2'23 revenue $529m", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:00:30.701+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "23181ab6-ec26-4ff3-9e73-df7b62ada636", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.25, "x": 0.71, "y": 0.55 }, "kind": "metric", "text": "Q2'23 revenue growth yoy 26%1", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:00:30.701+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4e4776ee-c87b-40e8-bb79-a1428cc1e13e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.82, "x": 0.019, "y": 0.93 }, "kind": "source-note", "text": "1 Excludes impact of foreign currency. Q2'23 revenue growth was 25% as reported and 26% in constant currency. Constant Currency is presented by converting current and comparative prior period operating results for entities reporting in currencies other than U.S. Dollars into U.S. Dollars at constant exchange rates rather than actual exchange rates in effect during the respective period.", "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 23:00:30.701+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0cfd99a5-8454-45ab-9137-85434b2a9bfd", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.39, "x": 0.049, "y": 0.09 }, "kind": "title", "text": "Strong Revenue 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 23:00:30.701+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ba249c5-e7b4-4f8f-ba1d-3cc7741f17c1", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 16, "name": "Financials", "beatId": "8cefcca1-e1c3-4853-ad05-07e0502e4b34", "matchId": "6c6b17b3-f026-4700-a338-ebc2e646095d", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 16-26 present financial overviews, revenue growth, and profitability metrics.", "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": 26, "from": 16, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "10fd7d25-5d55-4c34-891b-3cdc4a845be9", "evidence": "Slides 16-26 present financial metrics and growth targets.", "position": 1, "objective": "Showcase HubSpot's strong revenue growth and profitability", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:10:05.697032+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 17, "type": "setup", "function": "quantify_opportunity", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "quantify_opportunity", "functionCanon": { "name": "Quantify opportunity", "slug": "quantify_opportunity", "status": "active", "canonId": "019de52d-17e4-726f-aa15-83350acef1dd", "version": 1, "description": null }, "density": "dense", "densityScore": 62, "componentCount": 5, "textChars": 439, "nDataPoints": 27, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:00:30.88+00", "seconds": 4.047, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-7dd0-711e-b583-4992cd8bd6a5/17", "deck": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5", "deckAnchor": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5#slide-17", "deckJson": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5.json" }, "components": [ { "bbox": { "h": 0.52, "w": 0.5, "x": 0.07, "y": 0.27 }, "kind": "chart", "text": "Quarterly Non-GAAP Operating Profit 1 ($m) Q1'17 $1 Q2'23 $74", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:00:30.88+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e696fb91-cbf3-44a9-8482-be764a08826c", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.29, "x": 0.66, "y": 0.38 }, "kind": "metric", "text": "Q2'23 operating profitยน $74m", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:00:30.88+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4eb6da97-da8e-4810-9604-e4903e431a45", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.29, "x": 0.66, "y": 0.58 }, "kind": "metric", "text": "Q2'23 operating profitยน margin 14.0%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:00:30.88+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a668f09b-da35-4de6-9f84-aea91c02bd0b", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.8, "x": 0.02, "y": 0.94 }, "kind": "source-note", "text": "1 Non-GAAP operating profit excludes expenses associated with stock based compensation, amortization of acquired intangible assets, acquisition related expenses and restructuring charges. Please refer to the end of this presentation for a reconciliation of GAAP to non-GAAP figures.", "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 23:00:30.88+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e233c7c3-0dbb-4f7f-9b1b-6073e20247c1", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.48, "x": 0.05, "y": 0.1 }, "kind": "title", "text": "Growing Profitability with Scale", "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 23:00:30.88+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6561db19-4744-4aec-87cf-ed57fe5ee800", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 16, "name": "Financials", "beatId": "8cefcca1-e1c3-4853-ad05-07e0502e4b34", "matchId": "6c6b17b3-f026-4700-a338-ebc2e646095d", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 16-26 present financial overviews, revenue growth, and profitability metrics.", "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": 26, "from": 16, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "10fd7d25-5d55-4c34-891b-3cdc4a845be9", "evidence": "Slides 16-26 present financial metrics and growth targets.", "position": 1, "objective": "Showcase HubSpot's strong revenue growth and profitability", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:10:05.697032+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 18, "type": "setup", "function": "quantify_opportunity", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "quantify_opportunity", "functionCanon": { "name": "Quantify opportunity", "slug": "quantify_opportunity", "status": "active", "canonId": "019de52d-17e4-726f-aa15-83350acef1dd", "version": 1, "description": null }, "density": "dense", "densityScore": 56, "componentCount": 4, "textChars": 652, "nDataPoints": 10, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:00:30.494+00", "seconds": 3.564, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-7dd0-711e-b583-4992cd8bd6a5/18", "deck": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5", "deckAnchor": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5#slide-18", "deckJson": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.45, "x": 0.05, "y": 0.2 }, "kind": "chart", "text": "Annual Revenue ($m) 2017: $376, 2022: $1,731, 36% CAGR", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:00:30.494+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a2e552fd-fff5-4048-ba3b-eb4ac12e81cd", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.45, "x": 0.51, "y": 0.2 }, "kind": "chart", "text": "Annual Non-GAAP Operating Profit ($m) 2017: $9, 2022: $169, Operating Profit Margin (%, as reported), Operating Profit Margin (%, constant currency)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:00:30.494+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e458a057-3a8f-4116-83ec-0bb6e0de83ed", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.85, "x": 0.05, "y": 0.93 }, "kind": "source-note", "text": "1 CAGR: compound annual growth rate. Based on as-reported revenue from 2017 to 2022. 2 See definition and reconciliation of non-GAAP operating income in appendix. 3 Excludes the impact of foreign currency fluctuations and is presented by converting current and comparative prior period operating results for entities reporting in currencies other than U.S. Dollars into U.S. Dollars at constant exchange rates.", "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 23:00:30.494+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4bc7e3ad-9c02-4a65-8f69-b6666ec2789c", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.68, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Strong Track Record of Profitable 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 23:00:30.494+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "22dfb9a7-5525-48b0-8fa9-7725e1b91e3f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 16, "name": "Financials", "beatId": "8cefcca1-e1c3-4853-ad05-07e0502e4b34", "matchId": "6c6b17b3-f026-4700-a338-ebc2e646095d", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 16-26 present financial overviews, revenue growth, and profitability metrics.", "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": 26, "from": 16, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "10fd7d25-5d55-4c34-891b-3cdc4a845be9", "evidence": "Slides 16-26 present financial metrics and growth targets.", "position": 1, "objective": "Showcase HubSpot's strong revenue growth and profitability", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:10:05.697032+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 19, "type": "setup", "function": "quantify_opportunity", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "quantify_opportunity", "functionCanon": { "name": "Quantify opportunity", "slug": "quantify_opportunity", "status": "active", "canonId": "019de52d-17e4-726f-aa15-83350acef1dd", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 77, "componentCount": 6, "textChars": 679, "nDataPoints": 20, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:00:31.805+00", "seconds": 4.777, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-7dd0-711e-b583-4992cd8bd6a5/19", "deck": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5", "deckAnchor": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5#slide-19", "deckJson": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.606, "x": 0.04, "y": 0.21 }, "kind": "chart", "text": "Trailing Twelve Month Free Cash Flow 1 ($m) from Q1'17 to Q2'23, with values from $0 to $251.", "attrs": { "series_names": [ "Free Cash Flow 1 (Trailing Twelve Month, $m)" ], "x_axis_label": "Quarter", "y_axis_label": "Free Cash Flow ($m)" }, "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 23:00:31.805+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "190f3491-3451-42b0-a8ac-6e3f6d218d54", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.606, "x": 0.04, "y": 0.21 }, "kind": "chart", "text": "Free Cash Flow Margin 1 (Trailing Twelve Month, %) from Q1'17 to Q2'23, with values from 0% to 16%.", "attrs": { "series_names": [ "Free Cash Flow Margin 1 (Trailing Twelve Month, %)" ], "x_axis_label": "Quarter", "y_axis_label": "Free Cash Flow Margin (%)" }, "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 23:00:31.805+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "99ac4c3b-3b91-4fe2-8f3b-02f171a1079c", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.46, "x": 0.139, "y": 0.795 }, "kind": "legend", "text": "Free Cash Flow Margin 1 (Trailing Twelve Month, %), Free Cash Flow 1 (Trailing Twelve Month, $m)", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:00:31.805+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f663ce4e-b62c-4010-a02b-70419189b3ca", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.26, "x": 0.679, "y": 0.38 }, "kind": "list", "text": "Q2'23 free cash flowยน $60m, cash position $1.7b", "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": "Comparison list", "slug": "comparison", "status": "active", "canonId": "019de52c-fce7-733e-99d3-030a104727bf", "version": 1, "description": null }, "framework": null }, "subkind": "comparison", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:00:31.805+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d9ddb9e4-41c8-487d-a7b8-60597fc4f4b1", "parentComponentId": null }, { "bbox": { "h": 0.036, "w": 0.83, "x": 0.019, "y": 0.948 }, "kind": "source-note", "text": "Free cash flow is a non-GAAP metric and is defined as cash and cash equivalents provided by (used in) operating activities less purchases of property and equipment and capitalization of software development costs. Please refer to the end of this presentation for a reconciliation of GAAP to non-GAAP figures.", "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 23:00:31.805+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5a519998-74c2-46ed-a014-f37615951191", "parentComponentId": null }, { "bbox": { "h": 0.046, "w": 0.61, "x": 0.049, "y": 0.094 }, "kind": "title", "text": "Increasing Free Cash Flow Generation", "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 23:00:31.805+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7f6fcfe0-3693-4d1a-be64-08eb994698e1", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 16, "name": "Financials", "beatId": "8cefcca1-e1c3-4853-ad05-07e0502e4b34", "matchId": "6c6b17b3-f026-4700-a338-ebc2e646095d", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 16-26 present financial overviews, revenue growth, and profitability metrics.", "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": 26, "from": 16, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "10fd7d25-5d55-4c34-891b-3cdc4a845be9", "evidence": "Slides 16-26 present financial metrics and growth targets.", "position": 1, "objective": "Showcase HubSpot's strong revenue growth and profitability", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:10:05.697032+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 20, "type": "setup", "function": "present_framework", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "present_framework", "functionCanon": { "name": "Present framework", "slug": "present_framework", "status": "active", "canonId": "019de52d-1403-7667-9100-d2ac6709f750", "version": 1, "description": null }, "density": "balanced", "densityScore": 40, "componentCount": 3, "textChars": 458, "nDataPoints": 7, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:00:30.942+00", "seconds": 3.806, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-7dd0-711e-b583-4992cd8bd6a5/20", "deck": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5", "deckAnchor": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5#slide-20", "deckJson": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5.json" }, "components": [ { "bbox": { "h": 0.046296296296296294, "w": 0.8027777777777778, "x": 0.02037037037037037, "y": 0.925 }, "kind": "source-note", "text": "1 Theoretical operating margin % is non-GAAP and excludes expenses associated with stock based compensation, amortization of acquired intangible assets and acquisition related expenses.", "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 23:00:30.942+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3fefd687-a0fa-4e77-9aa6-5329fe06fa62", "parentComponentId": null }, { "bbox": { "h": 0.49074074074074076, "w": 0.762962962962963, "x": 0.11851851851851852, "y": 0.28703703703703703 }, "kind": "table", "text": "High Growth, Growth, Moderate Growth, Revenue Growth, > 30%, โ‰ˆ 30%, < 30%, Operating Margin % 1, 1% - 2% increase per year, 2% - 3% increase per year, 3% - 4% increase per year, Operating Cash Flow, โ‰ˆ Revenue Growth", "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 23:00:30.942+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6ee0ec40-d3a2-4399-be7d-eabe8d86c8e5", "parentComponentId": null }, { "bbox": { "h": 0.09907407407407406, "w": 0.4666666666666667, "x": 0.26666666666666666, "y": 0.08796296296296297 }, "kind": "title", "text": "Long Term Financial Framework\nFocused on Profitable 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 23:00:30.942+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a8cc3098-99fd-409a-9016-c3bfbd96a146", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 16, "name": "Financials", "beatId": "8cefcca1-e1c3-4853-ad05-07e0502e4b34", "matchId": "6c6b17b3-f026-4700-a338-ebc2e646095d", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 16-26 present financial overviews, revenue growth, and profitability metrics.", "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": 26, "from": 16, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "10fd7d25-5d55-4c34-891b-3cdc4a845be9", "evidence": "Slides 16-26 present financial metrics and growth targets.", "position": 1, "objective": "Showcase HubSpot's strong revenue growth and profitability", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:10:05.697032+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 21, "type": "setup", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 53, "componentCount": 3, "textChars": 976, "nDataPoints": 35, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:00:31.748+00", "seconds": 4.398, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-7dd0-711e-b583-4992cd8bd6a5/21", "deck": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5", "deckAnchor": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5#slide-21", "deckJson": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5.json" }, "components": [ { "bbox": { "h": 0.049, "w": 0.83, "x": 0.058, "y": 0.937 }, "kind": "source-note", "text": "These estimates reflect our current operating plan as of 8/2/2023 and are subject to change as future events and opportunities arise. All percentages are non-GAAP and exclude expenses associated with stock based compensation, amortization of acquired intangible assets and acquisition related expenses. Please refer to the end of this presentation for a reconciliation of GAAP to non-GAAP figures.", "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 23:00:31.748+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ecb5fc79-bee2-4e4c-bd37-9f16fcdae5f5", "parentComponentId": null }, { "bbox": { "h": 0.66, "w": 0.88, "x": 0.058, "y": 0.19 }, "kind": "table", "text": "Gross Margin: 82% (2020), 81% (2021), 83% (2022), 84% (Q1 2023), 85% (Q2 2023), 81% - 83% (Long Term Target)\nR&D % of revenue: 19% (2020), 18% (2021), 19% (2022), 19% (Q1 2023), 20% (Q2 2023), 18% - 20% (Long Term Target)\nS&M % of revenue: 45% (2020), 45% (2021), 45% (2022), 44% (Q1 2023), 43% (Q2 2023), 30% - 35% (Long Term Target)\nG&A % of revenue: 10% (2020), 9% (2021), 9% (2022), 8% (Q1 2023), 8% (Q2 2023), 8% - 9% (Long Term Target)\nOperating Margin: 8% (2020), 9% (2021), 10% (2022), 13% (Q1 2023), 14% (Q2 2023), 20% - 25% (Long Term Target)", "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 23:00:31.748+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4fa5cdc4-034c-4d83-9883-a17d350ae461", "parentComponentId": null }, { "bbox": { "h": 0.048, "w": 0.427, "x": 0.058, "y": 0.102 }, "kind": "title", "text": "Long Term Financial Targets", "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 23:00:31.748+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "467f8fba-9f84-4fcb-8311-26aad857acf5", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 16, "name": "Financials", "beatId": "8cefcca1-e1c3-4853-ad05-07e0502e4b34", "matchId": "6c6b17b3-f026-4700-a338-ebc2e646095d", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 16-26 present financial overviews, revenue growth, and profitability metrics.", "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": 26, "from": 16, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "10fd7d25-5d55-4c34-891b-3cdc4a845be9", "evidence": "Slides 16-26 present financial metrics and growth targets.", "position": 1, "objective": "Showcase HubSpot's strong revenue growth and profitability", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:10:05.697032+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 22, "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": 5, "componentCount": 2, "textChars": 44, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:00:30.53+00", "seconds": 2.154, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-7dd0-711e-b583-4992cd8bd6a5/22", "deck": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5", "deckAnchor": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5#slide-22", "deckJson": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.07, "x": 0.88, "y": 0.94 }, "kind": "image", "text": "HubSpot logo", "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 23:00:30.53+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bdc84857-9219-44b1-9a85-cfa63990848c", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.52, "x": 0.24, "y": 0.4 }, "kind": "title", "text": "GAAP to Non-GAAP Reconciliations", "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 23:00:30.53+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "18358188-dad5-413d-ac54-47377b2645ba", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 16, "name": "Financials", "beatId": "8cefcca1-e1c3-4853-ad05-07e0502e4b34", "matchId": "6c6b17b3-f026-4700-a338-ebc2e646095d", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 16-26 present financial overviews, revenue growth, and profitability metrics.", "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": 26, "from": 16, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "10fd7d25-5d55-4c34-891b-3cdc4a845be9", "evidence": "Slides 16-26 present financial metrics and growth targets.", "position": 1, "objective": "Showcase HubSpot's strong revenue growth and profitability", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:10:05.697032+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 23, "type": "setup", "function": "decompose_segments", "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": "decompose_segments", "functionCanon": { "name": "Decompose segments", "slug": "decompose_segments", "status": "active", "canonId": "019de52d-14f1-74f8-be75-beb0be1135ec", "version": 1, "description": null }, "density": "dense", "densityScore": 55, "componentCount": 3, "textChars": 1494, "nDataPoints": 240, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:00:33.109+00", "seconds": 4.299, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-7dd0-711e-b583-4992cd8bd6a5/23", "deck": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5", "deckAnchor": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5#slide-23", "deckJson": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5.json" }, "components": [ { "bbox": { "h": 0.015, "w": 0.07, "x": 0.901, "y": 0.95 }, "kind": "image", "text": "HubSpot", "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 23:00:33.109+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9aa329d8-746e-4a3e-981b-72893fdb0e57", "parentComponentId": null }, { "bbox": { "h": 0.86, "w": 0.92, "x": 0.039, "y": 0.089 }, "kind": "table", "text": "Cost of Revenue\nSubscription\nStock-based compensation\nAmortization of acquired intangibles\nGain on termination of operating leases\nLoss on disposal of fixed assets\nNon-GAAP subscription\nProfessional services and other\nStock-based compensation\nGain on termination of operating leases\nLoss on disposal of fixed assets\nNon-GAAP professional services and other\nGross Margin\nGross margin\nStock-based compensation\nAmortization of acquired intangible assets\nGain on termination of operating leases\nLoss on disposal of fixed assets\nNon-GAAP gross margin\nOperating Expenses\nResearch and development\nStock-based compensation\nAcquisition/disposition related income\nGain on termination of operating leases\nLoss on disposal of fixed assets\nNon-GAAP research and development\nSales and marketing\nStock-based compensation\nAmortization of acquired intangible assets\nAcquisition related expenses\nGain on termination of operating leases\nLoss on disposal of fixed assets\nNon-GAAP sales and marketing\nGeneral and administrative\nStock-based compensation\nAcquisition related expenses\nGain on termination of operating leases\nLoss on disposal of fixed assets\nNon-GAAP general and administrative\nRestructuring charges\nLoss from Operations\nLoss from operations\nStock-based compensation\nAmortization of acquired intangible assets\nAcquisition related expenses\nGain on termination of operating leases\nLoss on disposal of fixed assets\nRestructuring charges\nNon-GAAP loss from operations", "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 23:00:33.109+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "134ea13b-0348-4fc6-a266-221b8944bd19", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.579, "x": 0.059, "y": 0.036 }, "kind": "title", "text": "GAAP to Non-GAAP Reconciliations", "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 23:00:33.109+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "76406e9d-4165-4116-a5d2-e588cbfd4972", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 16, "name": "Financials", "beatId": "8cefcca1-e1c3-4853-ad05-07e0502e4b34", "matchId": "6c6b17b3-f026-4700-a338-ebc2e646095d", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 16-26 present financial overviews, revenue growth, and profitability metrics.", "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": 26, "from": 16, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "10fd7d25-5d55-4c34-891b-3cdc4a845be9", "evidence": "Slides 16-26 present financial metrics and growth targets.", "position": 1, "objective": "Showcase HubSpot's strong revenue growth and profitability", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:10:05.697032+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 24, "type": "setup", "function": "decompose_segments", "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": "decompose_segments", "functionCanon": { "name": "Decompose segments", "slug": "decompose_segments", "status": "active", "canonId": "019de52d-14f1-74f8-be75-beb0be1135ec", "version": 1, "description": null }, "density": "balanced", "densityScore": 43, "componentCount": 4, "textChars": 253, "nDataPoints": 288, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:00:32.474+00", "seconds": 3.607, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-7dd0-711e-b583-4992cd8bd6a5/24", "deck": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5", "deckAnchor": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5#slide-24", "deckJson": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.08, "x": 0.88, "y": 0.95 }, "kind": "image", "text": "HubSpot", "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 23:00:32.474+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7f8af9ec-7262-4d86-91da-33f616da8aa2", "parentComponentId": null }, { "bbox": { "h": 0.37, "w": 0.69, "x": 0.23, "y": 0.13 }, "kind": "table", "text": "Three Months Ended March 31, 2017 - June 30, 2018 Gross Margin and Loss from Operations reconciliation.", "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 23:00:32.474+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7f0a0667-bbcb-4ab1-9e45-d1ea2c2a316d", "parentComponentId": null }, { "bbox": { "h": 0.37, "w": 0.66, "x": 0.26, "y": 0.5 }, "kind": "table", "text": "Three Months Ended September 30, 2018 - December 31, 2019 Gross Margin and Loss from Operations reconciliation.", "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 23:00:32.474+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "badf7274-86c2-4212-a716-2f6e1b628b3e", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.53, "x": 0.02, "y": 0.03 }, "kind": "title", "text": "GAAP to Non-GAAP Reconciliations", "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 23:00:32.474+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2f776bc0-9ef9-47d5-aece-c0689590e633", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 16, "name": "Financials", "beatId": "8cefcca1-e1c3-4853-ad05-07e0502e4b34", "matchId": "6c6b17b3-f026-4700-a338-ebc2e646095d", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 16-26 present financial overviews, revenue growth, and profitability metrics.", "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": 26, "from": 16, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "10fd7d25-5d55-4c34-891b-3cdc4a845be9", "evidence": "Slides 16-26 present financial metrics and growth targets.", "position": 1, "objective": "Showcase HubSpot's strong revenue growth and profitability", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:10:05.697032+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 25, "type": "setup", "function": "show_valuation_bridge", "rawType": "valuation_table", "block": null, "metadata": { "slideType": "valuation_table", "slideTypeCanon": { "name": "Valuation table", "slug": "valuation_table", "status": "active", "canonId": "019de52d-12c3-77cd-8474-6cd39cf844cb", "version": 1, "description": null }, "function": "show_valuation_bridge", "functionCanon": { "name": "Show valuation bridge", "slug": "show_valuation_bridge", "status": "active", "canonId": "019de52d-1883-716e-9dec-4981e70b840a", "version": 1, "description": null }, "density": "balanced", "densityScore": 40, "componentCount": 2, "textChars": 483, "nDataPoints": 108, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:00:32.451+00", "seconds": 3.013, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-7dd0-711e-b583-4992cd8bd6a5/25", "deck": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5", "deckAnchor": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5#slide-25", "deckJson": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5.json" }, "components": [ { "bbox": { "h": 0.86, "w": 0.94, "x": 0.03, "y": 0.09 }, "kind": "table", "text": "Gross Margin\nGross margin\nStock-based compensation\nAmortization of acquired intangible assets\nGain on termination of operating leases\nLoss on disposal of fixed assets\nNon-GAAP gross margin\nLoss from Operations\nLoss from operations\nStock-based compensation\nAmortization of acquired intangible assets\nAcquisition/disposition related income (expenses)\nGain on termination of operating leases\nLoss on disposal of fixed assets\nNon-GAAP loss from operations", "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 23:00:32.451+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "582dfda5-e147-48ad-9a3b-2138248c6ff5", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.66, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "GAAP to Non-GAAP Reconciliations", "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 23:00:32.451+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "81cb38e2-bd24-458d-ab38-baaf504f86f3", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 16, "name": "Financials", "beatId": "8cefcca1-e1c3-4853-ad05-07e0502e4b34", "matchId": "6c6b17b3-f026-4700-a338-ebc2e646095d", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 16-26 present financial overviews, revenue growth, and profitability metrics.", "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": 26, "from": 16, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "10fd7d25-5d55-4c34-891b-3cdc4a845be9", "evidence": "Slides 16-26 present financial metrics and growth targets.", "position": 1, "objective": "Showcase HubSpot's strong revenue growth and profitability", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:10:05.697032+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 26, "type": "setup", "function": "show_valuation_bridge", "rawType": "valuation_table", "block": null, "metadata": { "slideType": "valuation_table", "slideTypeCanon": { "name": "Valuation table", "slug": "valuation_table", "status": "active", "canonId": "019de52d-12c3-77cd-8474-6cd39cf844cb", "version": 1, "description": null }, "function": "show_valuation_bridge", "functionCanon": { "name": "Show valuation bridge", "slug": "show_valuation_bridge", "status": "active", "canonId": "019de52d-1883-716e-9dec-4981e70b840a", "version": 1, "description": null }, "density": "dense", "densityScore": 56, "componentCount": 3, "textChars": 1861, "nDataPoints": 250, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:00:38.881+00", "seconds": 8.112, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-7dd0-711e-b583-4992cd8bd6a5/26", "deck": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5", "deckAnchor": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5#slide-26", "deckJson": "/decks/019de516-7dd0-711e-b583-4992cd8bd6a5.json" }, "components": [ { "bbox": { "h": 0.01, "w": 0.19, "x": 0.019, "y": 0.947 }, "kind": "source-note", "text": "* All amounts are trailing twelve months", "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 23:00:38.881+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1cbc4ef3-4677-439e-aafe-a195156c43ba", "parentComponentId": null }, { "bbox": { "h": 0.84, "w": 0.901, "x": 0.049, "y": 0.09 }, "kind": "table", "text": "GAAP net cash and cash equivalents provided by (used in) operating activities\nPurchases of property & equipment\nCapitalization of software development costs\nRepayment of 2022 Convertible Notes attributable to the debt discount\nFree cash flow\nMarch 31, 2017\n$'000s\n35,279\n(14,983)\n(5,925)\n14,371\nJune 30, 2017\n$'000s\n35,364\n(15,592)\n(6,577)\n13,195\nSeptember 30, 2017\n$'000s\n37,893\n(17,528)\n(6,882)\n13,483\nDecember 31, 2017\n$'000s\n49,614\n(20,276)\n(7,071)\n22,267\nMarch 31, 2018\n$'000s\n57,244\n(20,680)\n(8,077)\n28,487\nJune 30,2018\n$'000s\n62,018\n(20,514)\n(9,537)\n31,967\nSeptember 30,2018\n$'000s\n65,734\n(21,875)\n(10,491)\n33,368\nDecember 31, 2018\n$'000s\n84,851\n(22,305)\n(11,168)\n51,378\nMarch 31, 2019\n$'000s\n95,845\n(20,331)\n(11,373)\n64,141\nJune 30, 2019\n$'000s\n96,041\n(23,051)\n(10,690)\n62,300\nSeptember 30, 2019\n$ '000s\n104,193\n(26,814)\n(11,581)\n65,798\nDecember 31, 2019\n$'000s\n118,972\n(40,372)\n(13,474)\n65,126\nMarch 31, 2020\n$'000s\n104.267\n(47,249)\n(15,422)\n41,596\nJune 30, 2020\n$'000s\n56,880\n(48,257)\n(18,309)\n48.675\n38,989\nSeptember 30, 2020\n$ '000s\n75,878\n(46,972)\n(19,979)\n48,675\n57,602\nDecember 31, 2020\n$ '000s\n88,913\n(37,318)\n(21,599)\n49,048\n79,044\nMarch 31, 2021\n$ '000s\n128,602\n(30,143)\n(24,171)\n58,853\n133,141\nJune 30, 2021\n$ '000s\n200,483\n(28,123)\n(27,857)\n13,401\n157,904\nSeptember 30, 2021\n$'000s\n204,469\n(26,920)\n(31,593)\n24,830\n170,786\nDecember 31, 2021\n$ '000s\n238,728\n(28,726)\n(33,139)\n26,428\n203,291\nMarch 31, 2022\n$ '000s\n258,254\n(34,699)\n(35,520)\n16,623\n204,658\nJune 30, 2022\n$ '000s\n260,984\n(36,252)\n(36,649)\n13,400\n201.483\nSeptember 30, 2022\n$ '000s\n278,395\n(42,711)\n(38,851)\n1,971\n198.804\nDecember 31, 2022\n$ '000s\n273,177\n(37,426)\n(44,345)\n191.406\nMarch 31, 2023\n$'000s\n272,021\n(30,796)\n(49,745)\n22.513\n213,993\nJune 30, 2023\n$ '000s\n307,643\n(33,343)\n(56,009)\n32,938\n251,229", "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 23:00:38.881+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1b78d0bf-2b15-484f-a183-58b5e2e4687c", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.62, "x": 0.049, "y": 0.04 }, "kind": "title", "text": "GAAP to Non-GAAP Reconciliations", "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 23:00:38.881+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0cc4dcd7-f040-4c5e-92df-5d397a598591", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 16, "name": "Financials", "beatId": "8cefcca1-e1c3-4853-ad05-07e0502e4b34", "matchId": "6c6b17b3-f026-4700-a338-ebc2e646095d", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides 16-26 present financial overviews, revenue growth, and profitability metrics.", "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": 26, "from": 16, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "10fd7d25-5d55-4c34-891b-3cdc4a845be9", "evidence": "Slides 16-26 present financial metrics and growth targets.", "position": 1, "objective": "Showcase HubSpot's strong revenue growth and profitability", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:10:05.697032+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true } ], "arcBeats": [ { "from": 5, "to": 7, "label": "Problem", "description": "Slides 5-7 discuss the underserved SMB market and customer disconnection crisis." }, { "from": 6, "to": 14, "label": "Solution", "description": "Slides 6-14 present HubSpot's platform solution and customer journey." }, { "from": 10, "to": 10, "label": "Market Size", "description": "Slide 10 discusses the large and expanding TAM." }, { "from": 16, "to": 26, "label": "Financials", "description": "Slides 16-26 present financial overviews, revenue growth, and profitability metrics." } ], "loops": [ { "from": 5, "to": 7, "label": "Cost Of Inaction", "description": "Highlight the cost of not addressing the disconnection crisis" }, { "from": 16, "to": 26, "label": "Quick Win Big Bet", "description": "Showcase HubSpot's strong revenue growth and profitability" } ] }