{ "schemaVersion": "deck-intelligence.v1", "id": "019de516-aff1-7177-9418-933dbac432a9", "slug": "fcaa462b21b856f39862736062f7e181", "title": "Ready Capital | Results Presentation Deck | 20 slides", "subtitle": "Ready Capital · 2023-08", "author": "Ready Capital", "date": "2023-08-01 00:00:00", "pageCount": 20, "kind": "conference-presentation", "orientation": "landscape", "aspectRatio": 1.2938006, "document": { "id": "019de516-aff1-7177-9418-933dbac432a9", "slug": "fcaa462b21b856f39862736062f7e181", "title": "Ready Capital | Results Presentation Deck | 20 slides", "rawTitle": "Ready Capital | Results Presentation Deck | 20 slides", "authorId": "ready-capital", "authorName": "Ready Capital", "authorDisplay": "Ready Capital", "kind": { "slug": "conference-presentation", "label": "Conference presentation" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2023-08__ready-capital__results__fcaa462b.pdf", "sourceUrl": "https://www.slidebook.io/company/ready-capital/presentation/fcaa462b21b856f39862736062f7e181/", "sourceDate": "2023-06-30 00:00:00", "presentationDate": "2023-08-01 00:00:00", "ingestedAt": "2026-05-01 19:49:22.633486+00", "status": "ready", "pageCount": 20, "orientation": "landscape", "aspectRatio": 1.2938006, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "reit-mortgage", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2023-08__ready-capital__results__fcaa462b", "image_width": 1920, "image_format": "jpg", "deck_type_raw": "Results Presentation Deck", "deck_type_slug": null, "source_url_pattern": "https://www.slidebook.io/company/{company_slug}/presentation/{deck_id}/" } }, "coverage": { "pageCount": 20, "pagesIndexed": 20, "pagesWithImages": 20, "pagesWithMetadata": 20, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 99, "chartCount": 19, "metricSlides": 0, "toolMatches": 15, "documentToolMatches": 0, "frameworkMatches": 0, "arcMatches": 1, "beatMatches": 3, "loopMatches": 1, "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": "7a5916e4-eafa-4717-b893-d9330687720b", "evidence": "The deck's structure and content resemble a Sequoia Pitch, with a focus on financials and business model", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 23:10:40.347494+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 15, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 3, "name": "Financials", "beatId": "05615f99-3f1c-44bb-97ea-95d7e9c7d8e4", "matchId": "7a5916e4-eafa-4717-b893-d9330687720b", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Detailed financial information and KPIs", "position": 0, "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": 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": "Business Model", "beatId": "42e1fcb4-8d0f-4867-b8f3-28c309322b45", "matchId": "7a5916e4-eafa-4717-b893-d9330687720b", "beatType": { "name": "Business Model", "slug": "sequoia-pitch-business-model", "status": "active", "canonId": "019dd9b8-22f4-768a-8822-31509f575122", "version": 1, "description": null }, "evidence": "Description of diversified platforms and loan portfolio composition", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": null, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": null, "name": "Market Size", "beatId": "ace2cdce-9537-4df0-bd57-0778fa267fe3", "matchId": "7a5916e4-eafa-4717-b893-d9330687720b", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": null, "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": [ { "to": 15, "from": 3, "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": "072f5425-b6e4-4f47-bd17-1191bf5b156d", "evidence": "The deck presents financial data and metrics to demonstrate the company's performance", "position": 0, "objective": "Highlighting the benefits of Ready Capital's diversified platforms", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:10:40.484831+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "d2c83170-c18c-465e-b3e9-4143bb13ae8f", "evidence": "The components list various financial metrics and data, indicating that the presentation is tailored to an audience interested in financial performance.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:50:42.571102+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "3551ef36-74ec-41d1-8258-8447824b464c", "evidence": "The components list various financial metrics and data, indicating that the presentation is tailored to an audience interested in financial performance.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:50:42.636488+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a5d8ed9e-a26c-4d1c-980d-2377b486da6e", "evidence": "The table/data component presents a matrix-like structure with various financial metrics.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:50:42.704232+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "ee174154-81af-4e14-8a4b-df3d51d74c96", "evidence": "The components include various charts (bar, pie) that effectively communicate financial data.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:50:42.770105+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "66a27d61-c91c-4255-abf8-d80173ed3fda", "evidence": "The stacked bar chart effectively communicates quarterly investment activity by platform.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:50:42.837265+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "b148450a-c317-4af3-bd4f-eb5aec2b0a39", "evidence": "The table/data component presents detailed financial data in a clear and organized manner.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:50:42.903022+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "74e3efb6-15ec-45ea-922a-e8b4e9d3a8e7", "evidence": "The stacked bar chart effectively communicates gross levered yield data.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:50:42.968034+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "7e10a70a-828e-4fc1-9b9c-9d69c6c4a64f", "evidence": "The donut charts effectively communicate loan portfolio composition data.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:50:43.038481+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "a6f88269-cc4c-4707-9b2a-b7394ec65565", "evidence": "The bar chart and donut charts effectively communicate MSR portfolio update and sales/originations data.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:50:43.103959+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "0d8d16b3-8981-467d-9afc-bb59261a29ca", "evidence": "The bar charts effectively communicate risk rating distribution data.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:50:43.170262+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "0ac55578-62e2-4e70-9b6f-b55be4747082", "evidence": "chart/bar-vertical: CORPORATE DEBT MATURITY PROFILE ($ in millions); $115 (2023), $120 (2025), $761 (2026), $100 (2027), $146 (2028 and beyond)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:50:44.638514+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a148e1bb-c74c-403c-8234-924e8a7ac992", "evidence": "chart/bar-stacked: Debt Balance and Leverage Ratio for PPPLF, Securitized Debt Obligations, Non-Recourse Secured Borrowings, Recourse Secured Borrowings, and Corporate Debt.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 01:50:44.717615+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "abbf4b29-1e08-4251-9942-5d557a952363", "evidence": "table/data: Q2 2023 Earnings Data Metrics", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:50:44.798234+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "0fb74170-0fc4-4258-8c9e-53b6e50f4a4b", "evidence": "table/data: Assets", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:50:44.916981+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "42b17276-1a6b-4ce3-a508-20ce7f48ac3a", "evidence": "table/data: Statement of Income by Quarter", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:50:44.99551+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "patterns": [] }, "storymakers": null, "score": null, "review": null, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/0Nf4QDuumDNQzkrGuJExul5_dpRamcQ7gD75aWYvcYs/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9mY2FhNDYyYjIxYjg1NmYzOTg2MjczNjA2MmY3ZTE4MS9wMDAxLmpwZw", "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": 21, "componentCount": 4, "textChars": 62, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:04:03.903+00", "seconds": 3.567, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-aff1-7177-9418-933dbac432a9/1", "deck": "/decks/019de516-aff1-7177-9418-933dbac432a9", "deckAnchor": "/decks/019de516-aff1-7177-9418-933dbac432a9#slide-1", "deckJson": "/decks/019de516-aff1-7177-9418-933dbac432a9.json" }, "components": [ { "bbox": { "h": 0.102, "w": 0.29, "x": 0.205, "y": 0.43 }, "kind": "image", "text": "READY CAPITAL®", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:03.903+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7b0b556d-1dc5-4abd-9c4b-92de30da3aa7", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.057, "x": 0.092, "y": 0.83 }, "kind": "image", "text": "RC LISTED NYSE", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:03.903+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "91ded5a2-dfce-42df-9f6b-ac779c805f7a", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.086, "x": 0.208, "y": 0.653 }, "kind": "paragraph", "text": "Q2 2023", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:03.903+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cd440c17-c5e0-452e-98d0-094b205b16d3", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.476, "x": 0.208, "y": 0.606 }, "kind": "title", "text": "SUPPLEMENTAL FINANCIAL DATA", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:03.903+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d5eabba6-b2bf-43c2-a23f-1aeef97b2df6", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/L-JYn0EAIjoMOYBuX9xkEMMJTO-KyOllEUyhHdTfxpE/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9mY2FhNDYyYjIxYjg1NmYzOTg2MjczNjA2MmY3ZTE4MS9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/N8qJqBRQfGnvVqzu51x0XvivMwINJCWJDnku7ed9UMw/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9mY2FhNDYyYjIxYjg1NmYzOTg2MjczNjA2MmY3ZTE4MS9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/XZGD6bKcZwkLIYSD9L24fMTKCuHPqxJMJ-pWHeQS2lw/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9mY2FhNDYyYjIxYjg1NmYzOTg2MjczNjA2MmY3ZTE4MS9wMDAxLnBuZw" }, { "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": "overcrowded", "densityScore": 88, "componentCount": 8, "textChars": 1949, "nDataPoints": 1, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:04:07.39+00", "seconds": 6.992, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-aff1-7177-9418-933dbac432a9/2", "deck": "/decks/019de516-aff1-7177-9418-933dbac432a9", "deckAnchor": "/decks/019de516-aff1-7177-9418-933dbac432a9#slide-2", "deckJson": "/decks/019de516-aff1-7177-9418-933dbac432a9.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.824, "x": 0.094, "y": 0.504 }, "kind": "disclaimer", "text": "All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. All data is as of June 30, 2023, unless otherwise noted.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:07.39+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "446be6e9-007d-4e8b-a5b3-6862fa6f1398", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.824, "x": 0.094, "y": 0.396 }, "kind": "disclaimer", "text": "This presentation includes certain non-GAAP financial measures, including Distributable earnings. These non-GAAP financial measures should be considered only as supplemental to, and not as superior to, financial measures in accordance with GAAP. Please refer to the Appendix for the most recent GAAP information.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:07.39+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "52e60eee-45d9-4f51-a786-67720c3ba77e", "parentComponentId": null }, { "bbox": { "h": 0.196, "w": 0.824, "x": 0.094, "y": 0.239 }, "kind": "disclaimer", "text": "This presentation contains statements that constitute \"forward-looking statements,\" as such term is defined in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, and such statements are intended to be covered by the safe harbor provided by the same. These statements are based on management's current expectations and beliefs and are subject to a number of trends and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements; Ready Capital Corporation (the \"Company\") can give no assurance that its expectations will be attained. Factors that could cause actual results to differ materially from the Company's expectations include those set forth in the Risk Factors section of the most recent Annual Report on Form 10-K filed with the SEC and other reports filed by the Company with the SEC, copies of which are available on the SEC's website, www.sec.gov. The Company undertakes no obligation to update these statements for revisions or changes after the date of this release, except as required by law.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:07.39+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6886673e-6d97-428f-93e3-ab8ef6da2c6b", "parentComponentId": null }, { "bbox": { "h": 0.038, "w": 0.824, "x": 0.094, "y": 0.45 }, "kind": "disclaimer", "text": "This presentation also contains market statistics and industry data which are subject to uncertainty and are not necessarily reflective of market conditions. These have been derived from third party sources and have not been independently verified by the Company or its affiliates.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:07.39+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ddbe37a-116f-4f82-a0f0-c1a032e40c7b", "parentComponentId": null }, { "bbox": { "h": 0.047, "w": 0.207, "x": 0.757, "y": 0.053 }, "kind": "image", "text": "READY CAPITAL.", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:07.39+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6926a2ee-a519-477a-adc0-251a53c2a602", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.102, "x": 0.78, "y": 0.515 }, "kind": "source-note", "text": "June 30, 2023", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:07.39+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2fb8a0bd-79f1-4758-b652-0616b77293a9", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.007, "x": 0.954, "y": 0.954 }, "kind": "source-note", "text": "2", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:07.39+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7c44f7f0-acf5-4b15-a4d7-f5ad22d3b5ca", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.17, "x": 0.045, "y": 0.075 }, "kind": "title", "text": "Disclaimer", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:07.39+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d1c7097-d4b3-4d99-8c27-932079bc4441", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "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": 72, "componentCount": 5, "textChars": 1305, "nDataPoints": 10, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:04:05.802+00", "seconds": 5.271, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-aff1-7177-9418-933dbac432a9/3", "deck": "/decks/019de516-aff1-7177-9418-933dbac432a9", "deckAnchor": "/decks/019de516-aff1-7177-9418-933dbac432a9#slide-3", "deckJson": "/decks/019de516-aff1-7177-9418-933dbac432a9.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.675, "x": 0.301, "y": 0.57 }, "kind": "list", "text": "CRE originations of $511.6 million\nSBA loan originations of $120.8 million\nResidential mortgage loan originations of $423.6 million", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:05.802+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "60c40c3b-faa4-43dd-a913-7e066d1f0159", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.675, "x": 0.301, "y": 0.25 }, "kind": "list", "text": "Net income of $253.4 million¹, or $1.87 per common share\nDistributable earnings of $51.3 million², or $0.36 per common share\nDeclared dividends totaling $0.40 per common share", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:05.802+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7793a97d-7711-4932-9db9-78db2554d20d", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.675, "x": 0.301, "y": 0.399 }, "kind": "list", "text": "Return on Equity³ of 47.7%\nDistributable Return on Equity⁴ of 9.3%\nDividend Yield⁵ of 14.2%", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:05.802+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cd8a6567-fb65-40b0-b3f6-14ee04b1ac2f", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.773, "x": 0.103, "y": 0.83 }, "kind": "source-note", "text": "1. Before dividends on preferred securities and inclusive of non-controlling interest\n2. Before dividends on preferred securities and inclusive of non-controlling interest. Refer to the “Distributable Earnings Reconciliation by Quarter” slide for a reconciliation of GAAP Net Income to Distributable Earnings\n3. Return on equity is an annualized percentage equal to quarterly net income over the average monthly total stockholders’ equity for the period\n4. Distributable return on equity is an annualized percentage equal to distributable earnings over the average monthly total stockholders’ equity for the period. Refer to the “Distributable Earnings Reconciliation by Quarter” slide for a reconciliation of GAAP Net Income to Distributable Earnings\n5. Q2 dividend yield for the period is based on the 6/30/2023 closing share price of $11.28\n6. Represents fully committed amounts", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:05.802+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3235aae0-65a5-429f-a0db-e89733f86fcf", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.401, "x": 0.047, "y": 0.075 }, "kind": "title", "text": "Second Quarter 2023 Results", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:05.802+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "813bfb6b-99b0-47bd-bed3-b55d7a17715b", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "d2c83170-c18c-465e-b3e9-4143bb13ae8f", "evidence": "The components list various financial metrics and data, indicating that the presentation is tailored to an audience interested in financial performance.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:50:42.571102+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 15, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 3, "name": "Financials", "beatId": "05615f99-3f1c-44bb-97ea-95d7e9c7d8e4", "matchId": "7a5916e4-eafa-4717-b893-d9330687720b", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Detailed financial information and KPIs", "position": 0, "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": 15, "from": 3, "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": "072f5425-b6e4-4f47-bd17-1191bf5b156d", "evidence": "The deck presents financial data and metrics to demonstrate the company's performance", "position": 0, "objective": "Highlighting the benefits of Ready Capital's diversified platforms", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:10:40.484831+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "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": "dense", "densityScore": 70, "componentCount": 5, "textChars": 887, "nDataPoints": 10, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:04:06.262+00", "seconds": 5.49, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-aff1-7177-9418-933dbac432a9/4", "deck": "/decks/019de516-aff1-7177-9418-933dbac432a9", "deckAnchor": "/decks/019de516-aff1-7177-9418-933dbac432a9#slide-4", "deckJson": "/decks/019de516-aff1-7177-9418-933dbac432a9.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.499, "x": 0.322, "y": 0.573 }, "kind": "list", "text": "Net book value per share of $14.52 per common share\nTotal leverage of 3.5x and recourse leverage ratio of 1.0x1", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:06.262+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "36a9dffd-8cfd-4960-97b2-700edbadf86c", "parentComponentId": null }, { "bbox": { "h": 0.075, "w": 0.559, "x": 0.322, "y": 0.696 }, "kind": "list", "text": "The Company completed a merger with Broadmark Realty Capital Inc., a specialty real estate finance company specializing in originating and servicing residential and commercial construction loans, to create the 4th largest commercial mortgage REIT.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:06.262+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "61c688a0-2ec1-4458-87e9-905b5820e366", "parentComponentId": null }, { "bbox": { "h": 0.149, "w": 0.559, "x": 0.322, "y": 0.34 }, "kind": "list", "text": "Initiated a new share repurchase program authorizing the repurchase of $100.0 million of the Company's common stock. The Company acquired approximately 1.7 million shares of the Company's common stock at an average price of $10.82.\nCompleted a securitization of $649 million of floating rate SBC loans and sold $509 million of senior bonds at a weighted average cost of SOFR + 2.94%", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:06.262+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ca46683e-5bac-44f5-8048-baec4162909e", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.489, "x": 0.102, "y": 0.907 }, "kind": "source-note", "text": "1. Recourse leverage ratio excludes $1.1 billion of secured borrowings that are non-recourse to the Company.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:06.262+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4115aa95-6acf-40c1-8714-34132fd3e3a0", "parentComponentId": null }, { "bbox": { "h": 0.036, "w": 0.559, "x": 0.046, "y": 0.075 }, "kind": "title", "text": "Second Quarter 2023 Results (continued)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:06.262+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "22f3338d-bb44-47f1-a1e4-ef287661b782", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "3551ef36-74ec-41d1-8258-8447824b464c", "evidence": "The components list various financial metrics and data, indicating that the presentation is tailored to an audience interested in financial performance.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:50:42.636488+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 15, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 3, "name": "Financials", "beatId": "05615f99-3f1c-44bb-97ea-95d7e9c7d8e4", "matchId": "7a5916e4-eafa-4717-b893-d9330687720b", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Detailed financial information and KPIs", "position": 0, "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": 15, "from": 3, "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": "072f5425-b6e4-4f47-bd17-1191bf5b156d", "evidence": "The deck presents financial data and metrics to demonstrate the company's performance", "position": 0, "objective": "Highlighting the benefits of Ready Capital's diversified platforms", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:10:40.484831+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 5, "type": "analysis", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 55, "componentCount": 3, "textChars": 1799, "nDataPoints": 60, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:04:08.037+00", "seconds": 7.113, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-aff1-7177-9418-933dbac432a9/5", "deck": "/decks/019de516-aff1-7177-9418-933dbac432a9", "deckAnchor": "/decks/019de516-aff1-7177-9418-933dbac432a9#slide-5", "deckJson": "/decks/019de516-aff1-7177-9418-933dbac432a9.json" }, "components": [ { "bbox": { "h": 0.104, "w": 0.78, "x": 0.084, "y": 0.863 }, "kind": "source-note", "text": "1. Levered yield includes interest income, accretion of discount, MSR creation, income from unconsolidated joint ventures, realized gains (losses) on loans held for sale, unrealized gains (losses) on loans held for sale and servicing income net of interest expense and amortization of deferred financing costs on an annualized basis.\n2. GAAP ROE is based on GAAP Net Income, while Distributable ROE is based on Distributable Earnings, which adjusts GAAP Net Income for certain items detailed on the \"Distributable Earnings Reconciliation\" slide.\n3. ROE based on net income before tax of the Residential Mortgage Banking business line divided by the business line's average monthly equity.\n4. Includes Employee Retention Credit processing fee income.\n5. Non-recurring gains, losses and expenses before applicable tax 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": "2026-05-02 08:04:08.037+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ff55cdde-7494-4db3-91f9-f3e892aef84c", "parentComponentId": null }, { "bbox": { "h": 0.69, "w": 0.875, "x": 0.045, "y": 0.155 }, "kind": "table", "text": "Segment, Levered Yield (1), Distributable Levered Yield (1), Equity Allocation, GAAP ROE (2) Q2'23, GAAP ROE (2) Q1'23, Distributable ROE (2) Q2'23, Distributable ROE (2) Q1'23, SBC Lending and Acquisitions, 11.5%, 11.5%, 91.4%, 14.2%, 12.1%, 13.0%, 13.0%, Small Business Lending, 43.6%, 43.6%, 4.6%, Residential Mortgage Banking (3), 40.2%, 10.1%, 4.0%, Corporate leverage, net of non-earning assets, 2.2, 2.7, 1.7, 3.3, Gross return on equity, 16.4%, 14.8%, 14.7%, 16.3%, Realized & unrealized gains, net, 1.8, (0.3), 1.8, (0.3), Loan loss provision, (3.7), 1.6, -, (0.1), PPP revenue, net of direct expenses (4), 2.1, 2.4, 2.1, 2.4, Non-recurring gains, losses and expenses (5), 40.9, (0.4), -, -, Operating expenses, (7.3), (7.7), (7.0), (7.3), Investment advisory fees, (1.1), (1.6), (1.1), (1.6), Provision for income taxes, (1.0), (0.1), (0.8), (0.4), Dividends on preferred stock, (0.4), (0.5), (0.4), (0.5), Return on equity, 47.7%, 8.2%, 9.3%, 8.5%", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:08.037+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "52e46d4e-90ae-4b69-94a5-0615e8c76cc8", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.239, "x": 0.045, "y": 0.075 }, "kind": "title", "text": "Return on Equity", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:08.037+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "72775ced-624b-4eb3-964d-83ca348451b0", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a5d8ed9e-a26c-4d1c-980d-2377b486da6e", "evidence": "The table/data component presents a matrix-like structure with various financial metrics.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:50:42.704232+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 15, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 3, "name": "Financials", "beatId": "05615f99-3f1c-44bb-97ea-95d7e9c7d8e4", "matchId": "7a5916e4-eafa-4717-b893-d9330687720b", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Detailed financial information and KPIs", "position": 0, "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": 15, "from": 3, "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": "072f5425-b6e4-4f47-bd17-1191bf5b156d", "evidence": "The deck presents financial data and metrics to demonstrate the company's performance", "position": 0, "objective": "Highlighting the benefits of Ready Capital's diversified platforms", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:10:40.484831+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 6, "type": "setup", "function": "decompose_segments", "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": "decompose_segments", "functionCanon": { "name": "Decompose segments", "slug": "decompose_segments", "status": "active", "canonId": "019de52d-14f1-74f8-be75-beb0be1135ec", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 81, "componentCount": 6, "textChars": 1171, "nDataPoints": 15, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:04:07.52+00", "seconds": 6.142, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-aff1-7177-9418-933dbac432a9/6", "deck": "/decks/019de516-aff1-7177-9418-933dbac432a9", "deckAnchor": "/decks/019de516-aff1-7177-9418-933dbac432a9#slide-6", "deckJson": "/decks/019de516-aff1-7177-9418-933dbac432a9.json" }, "components": [ { "bbox": { "h": 0.579, "w": 0.454, "x": 0.514, "y": 0.229 }, "kind": "chart", "text": "REVENUE BREAKDOWN2 ($ in thousands)\n$46,328 Bridge\n$19,444 Small Business Lending\n$18,930 Construction\n$12,271 Residential Mortgage Banking\n$7,446 Freddie Mac\n$4,477 Fixed rate/CMBS\n$845 Other 3", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:07.52+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e53abe48-cb47-4be7-9540-47f470f29bc1", "parentComponentId": null }, { "bbox": { "h": 0.339, "w": 0.409, "x": 0.048, "y": 0.229 }, "kind": "chart", "text": "PORTFOLIO BREAKDOWN1\n63% Bridge\n12% Construction\n9% Residential Mortgage Banking\n6% Freddie Mac\n6% Fixed rate/CMBS\n3% Small Business Lending\n1% Other 3", "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": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:07.52+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "18c5ddfa-3b5e-449d-8c9c-c28664dac0f0", "parentComponentId": null }, { "bbox": { "h": 0.047, "w": 0.166, "x": 0.796, "y": 0.056 }, "kind": "image", "text": "READY CAPITAL.", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:07.52+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "401be217-0deb-4a96-94d1-db60a06f0bae", "parentComponentId": null }, { "bbox": { "h": 0.21, "w": 0.28, "x": 0.16, "y": 0.63 }, "kind": "list", "text": "■ Bridge\n■ Freddie Mac\n■ Fixed rate/CMBS\n■ Construction\n■ Other 3\n■ Small Business Lending\n■ Residential Mortgage Banking", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:07.52+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "665f1dc3-82c4-406e-8885-1c18f8b07392", "parentComponentId": null }, { "bbox": { "h": 0.069, "w": 0.829, "x": 0.055, "y": 0.88 }, "kind": "source-note", "text": "1. Assets include loans, MBS, servicing assets, JV investments, real estate owned, and purchased future receivables.\n2. Based on QTD Distributable Earnings including interest income, accretion of discount, MSR creation, income from unconsolidated joint ventures, realized gains (losses) on loans held for sale, unrealized gains (losses) on loans held for sale and servicing income net of interest expense and amortization of deferred financing costs on an annualized basis.\n3. Loans with the \"Other\" classification are generally SBC acquired loans that have nonconforming characteristics for the Fixed rate, Bridge, or Construction categories.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:07.52+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "15058f76-ea5a-420c-a45d-f99ac316adeb", "parentComponentId": null }, { "bbox": { "h": 0.036, "w": 0.669, "x": 0.045, "y": 0.075 }, "kind": "title", "text": "Diversified, Complementary, & Scalable Platforms", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:07.52+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "07f14f86-dcb5-4a00-8594-66d7ffdac26b", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "ee174154-81af-4e14-8a4b-df3d51d74c96", "evidence": "The components include various charts (bar, pie) that effectively communicate financial data.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:50:42.770105+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 15, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 3, "name": "Financials", "beatId": "05615f99-3f1c-44bb-97ea-95d7e9c7d8e4", "matchId": "7a5916e4-eafa-4717-b893-d9330687720b", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Detailed financial information and KPIs", "position": 0, "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": 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": "Business Model", "beatId": "42e1fcb4-8d0f-4867-b8f3-28c309322b45", "matchId": "7a5916e4-eafa-4717-b893-d9330687720b", "beatType": { "name": "Business Model", "slug": "sequoia-pitch-business-model", "status": "active", "canonId": "019dd9b8-22f4-768a-8822-31509f575122", "version": 1, "description": null }, "evidence": "Description of diversified platforms and loan portfolio composition", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 15, "from": 3, "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": "072f5425-b6e4-4f47-bd17-1191bf5b156d", "evidence": "The deck presents financial data and metrics to demonstrate the company's performance", "position": 0, "objective": "Highlighting the benefits of Ready Capital's diversified platforms", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:10:40.484831+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 7, "type": "analysis", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 50, "componentCount": 4, "textChars": 405, "nDataPoints": 35, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:04:08.237+00", "seconds": 5.896, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-aff1-7177-9418-933dbac432a9/7", "deck": "/decks/019de516-aff1-7177-9418-933dbac432a9", "deckAnchor": "/decks/019de516-aff1-7177-9418-933dbac432a9#slide-7", "deckJson": "/decks/019de516-aff1-7177-9418-933dbac432a9.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.85, "x": 0.08, "y": 0.29 }, "kind": "chart", "text": "Stacked bar chart showing quarterly investment activity by platform from Q2'22 to Q2'23. Each bar represents a quarter, segmented by investment type: Bridge, Fixed Rate/CMBS, Construction, Freddie Mac, Acquired, and SBA. Total investment for each quarter is also displayed.", "attrs": { "chart_type": "stacked bar", "data_points": { "Q1'23": { "SBA": 0, "Total": 502.8, "Bridge": 110.2, "Acquired": 92.3, "Freddie Mac": 276.9, "Construction": 4, "Fixed Rate/CMBS": 19.4 }, "Q2'22": { "SBA": 128.3, "Total": 1382.4, "Bridge": 955.2, "Acquired": 1.5, "Freddie Mac": 255.5, "Construction": 36, "Fixed Rate/CMBS": 5.9 }, "Q2'23": { "SBA": 0, "Total": 632.4, "Bridge": 123.1, "Acquired": 120.8, "Freddie Mac": 384.6, "Construction": 0, "Fixed Rate/CMBS": 3.9 }, "Q3'22": { "SBA": 0, "Total": 964.7, "Bridge": 531.9, "Acquired": 133.6, "Freddie Mac": 174.5, "Construction": 116.4, "Fixed Rate/CMBS": 8.3 }, "Q4'22": { "SBA": 0, "Total": 1027.5, "Bridge": 189.7, "Acquired": 136.9, "Freddie Mac": 475.6, "Construction": 167.3, "Fixed Rate/CMBS": 58 } }, "series_names": [ "Bridge", "Fixed Rate/CMBS", "Construction", "Freddie Mac", "Acquired", "SBA" ], "x_axis_label": "Quarter", "y_axis_label": "Investment ($)" }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart (100%)", "slug": "bar-stacked-100pct", "status": "active", "canonId": "019de52c-ff14-71b8-8d88-860f8d7da84b", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked-100pct", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:08.237+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9e31bc5d-8a41-469a-b234-b13bbaa12182", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.29, "x": 0.05, "y": 0.23 }, "kind": "paragraph", "text": "QUARTERLY INVESTMENT ACTIVITY1", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:08.237+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "84e8eadf-dfc9-43e6-96fd-e1a18da91996", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.44, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "Origination volumes are based on fully committed amounts in millions", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:08.237+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "07212be3-ee64-46ac-986c-cf8292fb757a", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.56, "x": 0.047, "y": 0.07 }, "kind": "title", "text": "SBC and SBA Investment by 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": "2026-05-02 08:04:08.237+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "892c1bf2-106d-4966-8673-e4440eeab510", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "66a27d61-c91c-4255-abf8-d80173ed3fda", "evidence": "The stacked bar chart effectively communicates quarterly investment activity by platform.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:50:42.837265+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 15, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 3, "name": "Financials", "beatId": "05615f99-3f1c-44bb-97ea-95d7e9c7d8e4", "matchId": "7a5916e4-eafa-4717-b893-d9330687720b", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Detailed financial information and KPIs", "position": 0, "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": 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": "Business Model", "beatId": "42e1fcb4-8d0f-4867-b8f3-28c309322b45", "matchId": "7a5916e4-eafa-4717-b893-d9330687720b", "beatType": { "name": "Business Model", "slug": "sequoia-pitch-business-model", "status": "active", "canonId": "019dd9b8-22f4-768a-8822-31509f575122", "version": 1, "description": null }, "evidence": "Description of diversified platforms and loan portfolio composition", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 15, "from": 3, "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": "072f5425-b6e4-4f47-bd17-1191bf5b156d", "evidence": "The deck presents financial data and metrics to demonstrate the company's performance", "position": 0, "objective": "Highlighting the benefits of Ready Capital's diversified platforms", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:10:40.484831+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 8, "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": 76, "componentCount": 5, "textChars": 1824, "nDataPoints": 100, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:04:09.408+00", "seconds": 6.925, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-aff1-7177-9418-933dbac432a9/8", "deck": "/decks/019de516-aff1-7177-9418-933dbac432a9", "deckAnchor": "/decks/019de516-aff1-7177-9418-933dbac432a9#slide-8", "deckJson": "/decks/019de516-aff1-7177-9418-933dbac432a9.json" }, "components": [ { "bbox": { "h": 0.34, "w": 0.44, "x": 0.518, "y": 0.56 }, "kind": "chart", "text": "GROSS LEVERED YIELD, 15%, 10%, 0.9%, 1.0%, 0.5%, 0.6%, 1.3%, 11.3%, 10.5%, 11.1%, 10.9%, 10.2%, 5%, 0%, Q2 2022, Q3 2022, Q4 2022, Q1 2023, Q2 2023, Income on joint venture investments and gains on loans, held for sale 3, Gross levered yield (ex. gains) 4", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart (100%)", "slug": "bar-stacked-100pct", "status": "active", "canonId": "019de52c-ff14-71b8-8d88-860f8d7da84b", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked-100pct", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:09.408+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "21d4aff9-c2f6-4539-b11d-37ade6e75b4c", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.459, "x": 0.059, "y": 0.616 }, "kind": "list", "text": "Bridge loan originations of $123.1 million at average spread of plus 466 bps\nSBC money up pipeline of $1.2 billion, including $94.8 million funded in July.\nMosaic Acquired Assets protected against losses due to a $61 million contingent equity right reserve", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:09.408+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d7b475f2-1510-4dcb-b4a1-ac20dd9e7b86", "parentComponentId": null }, { "bbox": { "h": 0.105, "w": 0.789, "x": 0.048, "y": 0.875 }, "kind": "source-note", "text": "1. Excludes joint venture investments\n2. 72% of fixed rate loans match funded\n3. Includes realized and unrealized gains (losses) on loans held for sale and MSR creation\n4. Includes interest income, accretion of discount, and servicing income net of interest expense and amortization of deferred financing costs\n5. Includes originated SBC floating rate loans that are included in our RCMT securitization and therefore, categorized as Fixed/CMBS\n6. Loans with the \"Other\" classification are generally SBC acquired loans that have nonconforming characteristics for the Fixed rate, Bridge, or Construction categories\n7. Gross of general reserves", "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": "2026-05-02 08:04:09.408+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d33c9b58-7cbb-4047-b19e-efef95961a11", "parentComponentId": null }, { "bbox": { "h": 0.36, "w": 0.913, "x": 0.045, "y": 0.149 }, "kind": "table", "text": "PRODUCT TYPE, LOAN COUNT(1), UPB, BOOK VALUE(7), WA LTV, WA COUPON, FIXED/FLOAT(2), 60+ Days Past Due, FIXED RATE(5), 235, $994M, $997M, 60.6%, 5.2%, 98.7/1.3%, 2.1%, BRIDGE, 566, $7.20B, $7.16B, 68.6%, 8.9%, 0.6/99.4%, 2.6%, CONSTRUCTION (RC ORIGINATED), 4, $35M, $34M, 48.9%, 8.3%, 100.0/0.0%, 0.0%, MOSAIC ACQUIRED ASSETS, 19, $607M, $603M, 64.5%, 13.0%, 32.2/67.8%, 8.9%, BROADMARK ACQUIRED ASSETS, 150, $813M, $779M, 60.2%, 10.5%, 94.2/5.8%, 22.2%, OTHER(6), 1,304, $528M, $522M, 38.3%, 6.4%, 38.7/61.3%, 4.2%, ORIGINATED, 830, $8.29B, $8.25B, 67.5%, 8.5%, 12.9/87.1%, 2.6%, ACQUIRED, 1,448, $1.89B, $1.84B, 55.2%, 10.2%, 61.0/39.0%, 13.1%", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:09.408+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d0b7fbeb-6cc9-4432-a41b-eb47f7c10864", "parentComponentId": null }, { "bbox": { "h": 0.028, "w": 0.47, "x": 0.049, "y": 0.069 }, "kind": "title", "text": "SBC Lending and Acquisitions", "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": "2026-05-02 08:04:09.408+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5c56b5d4-0091-45d1-aee6-bff2271da4b1", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "b148450a-c317-4af3-bd4f-eb5aec2b0a39", "evidence": "The table/data component presents detailed financial data in a clear and organized manner.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:50:42.903022+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 15, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 3, "name": "Financials", "beatId": "05615f99-3f1c-44bb-97ea-95d7e9c7d8e4", "matchId": "7a5916e4-eafa-4717-b893-d9330687720b", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Detailed financial information and KPIs", "position": 0, "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": 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": "Business Model", "beatId": "42e1fcb4-8d0f-4867-b8f3-28c309322b45", "matchId": "7a5916e4-eafa-4717-b893-d9330687720b", "beatType": { "name": "Business Model", "slug": "sequoia-pitch-business-model", "status": "active", "canonId": "019dd9b8-22f4-768a-8822-31509f575122", "version": 1, "description": null }, "evidence": "Description of diversified platforms and loan portfolio composition", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 15, "from": 3, "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": "072f5425-b6e4-4f47-bd17-1191bf5b156d", "evidence": "The deck presents financial data and metrics to demonstrate the company's performance", "position": 0, "objective": "Highlighting the benefits of Ready Capital's diversified platforms", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:10:40.484831+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 9, "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": 72, "componentCount": 5, "textChars": 960, "nDataPoints": 23, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:04:07.886+00", "seconds": 5.057, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-aff1-7177-9418-933dbac432a9/9", "deck": "/decks/019de516-aff1-7177-9418-933dbac432a9", "deckAnchor": "/decks/019de516-aff1-7177-9418-933dbac432a9#slide-9", "deckJson": "/decks/019de516-aff1-7177-9418-933dbac432a9.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.44, "x": 0.51, "y": 0.38 }, "kind": "chart", "text": "Gross Levered Yield Q2 2022: 15.2% (Gross levered yield), 27.6% (Gains on loans) Q3 2022: 15.0% (Gross levered yield), 24.2% (Gains on loans) Q4 2022: 19.6% (Gross levered yield), 22.5% (Gains on loans) Q1 2023: 19.5% (Gross levered yield), 20.8% (Gains on loans) Q2 2023: 20.9% (Gross levered yield), 22.7% (Gains on loans)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:07.886+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f6d66a38-9c04-4fea-9702-a70162a31d65", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.44, "x": 0.05, "y": 0.449 }, "kind": "list", "text": "SBA net sales premiums peaking at 13.9% and averaging 9.1% net\n$120.8 million of SBA loan originations, including $31.5 million of small balance loan originations.\nCurrent money up pipeline of $170 million, including $21.1 million funded in July", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:07.886+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3fc1067f-e0b5-4f54-8766-d3f6c0b8a0d7", "parentComponentId": null }, { "bbox": { "h": 0.037, "w": 0.728, "x": 0.045, "y": 0.923 }, "kind": "source-note", "text": "1. Includes interest income, accretion of discount, and servicing income net of interest expense and amortization of deferred financing costs; excludes impairment\n2. Includes realized and unrealized gains (losses) on loans held for sale and MSR creation", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:07.886+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a42e2a06-74bc-487c-b614-f2f7237e2bd3", "parentComponentId": null }, { "bbox": { "h": 0.086, "w": 0.906, "x": 0.048, "y": 0.239 }, "kind": "table", "text": "LOAN COUNT 2,672 UPB $570M BOOK VALUE $540M WA LTV 90.5% WA COUPON 9.9% FIXED/FLOAT 0.3/99.7% 60+ Days Past Due 2.2%", "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": "KPI table", "slug": "kpi", "status": "active", "canonId": "019de52d-0324-7799-a84e-d0885a8ad400", "version": 1, "description": null }, "framework": null }, "subkind": "kpi", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:07.886+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "04b1cec1-65f0-48f6-bc62-0f748f7a635b", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.33, "x": 0.045, "y": 0.075 }, "kind": "title", "text": "Small Business Lending", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:07.886+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "61a34689-f3a3-494f-a2b0-c4035fd79281", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "74e3efb6-15ec-45ea-922a-e8b4e9d3a8e7", "evidence": "The stacked bar chart effectively communicates gross levered yield data.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:50:42.968034+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 15, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 3, "name": "Financials", "beatId": "05615f99-3f1c-44bb-97ea-95d7e9c7d8e4", "matchId": "7a5916e4-eafa-4717-b893-d9330687720b", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Detailed financial information and KPIs", "position": 0, "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": 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": "Business Model", "beatId": "42e1fcb4-8d0f-4867-b8f3-28c309322b45", "matchId": "7a5916e4-eafa-4717-b893-d9330687720b", "beatType": { "name": "Business Model", "slug": "sequoia-pitch-business-model", "status": "active", "canonId": "019dd9b8-22f4-768a-8822-31509f575122", "version": 1, "description": null }, "evidence": "Description of diversified platforms and loan portfolio composition", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 15, "from": 3, "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": "072f5425-b6e4-4f47-bd17-1191bf5b156d", "evidence": "The deck presents financial data and metrics to demonstrate the company's performance", "position": 0, "objective": "Highlighting the benefits of Ready Capital's diversified platforms", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:10:40.484831+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 10, "type": "setup", "function": "decompose_segments", "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": "decompose_segments", "functionCanon": { "name": "Decompose segments", "slug": "decompose_segments", "status": "active", "canonId": "019de52d-14f1-74f8-be75-beb0be1135ec", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 75, "componentCount": 6, "textChars": 589, "nDataPoints": 24, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:04:09.08+00", "seconds": 6.158, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-aff1-7177-9418-933dbac432a9/10", "deck": "/decks/019de516-aff1-7177-9418-933dbac432a9", "deckAnchor": "/decks/019de516-aff1-7177-9418-933dbac432a9#slide-10", "deckJson": "/decks/019de516-aff1-7177-9418-933dbac432a9.json" }, "components": [ { "bbox": { "h": 0.2, "w": 0.25, "x": 0.62, "y": 0.25 }, "kind": "chart", "text": "SBC Lending and Acquisitions by Geography: 51% California, 20% Texas, 10% Florida, 7% Georgia, 6% Arizona, 6% Other", "attrs": { "values": [ 0.51, 0.2, 0.1, 0.07, 0.06, 0.06 ], "series_names": [ "California", "Texas", "Florida", "Georgia", "Arizona", "Other" ] }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:09.08+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "13ebbb9f-1495-4f89-b07c-a54a667c183d", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.25, "x": 0.17, "y": 0.6 }, "kind": "chart", "text": "Small Business Lending by Property Type: 39% Lodging, 23% Retail, 16% Doctors, 11% Eating Place, 11% Other", "attrs": { "values": [ 0.39, 0.23, 0.16, 0.11, 0.11 ], "series_names": [ "Lodging", "Retail", "Doctors", "Eating Place", "Other" ] }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:09.08+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6a843fa3-f94b-4eed-8e0f-8627f35358b6", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.25, "x": 0.15, "y": 0.25 }, "kind": "chart", "text": "SBC Lending and Acquisitions by Property Type: 69% Multi-family, 13% Mixed-use, 8% Retail, 5% Office, 5% Other Investments", "attrs": { "values": [ 0.69, 0.13, 0.08, 0.05, 0.05 ], "series_names": [ "Multi-family", "Mixed-use", "Retail", "Office", "Other Investments" ] }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:09.08+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ccb54733-f4b8-4f8a-a5a6-ffb2c385fcae", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.25, "x": 0.62, "y": 0.6 }, "kind": "chart", "text": "Small Business Lending by Geography: 53% California, 18% Texas, 11% Florida, 7% Washington, 6% Oregon, 5% Other", "attrs": { "values": [ 0.53, 0.18, 0.11, 0.07, 0.06, 0.05 ], "series_names": [ "California", "Texas", "Florida", "Washington", "Oregon", "Other" ] }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:09.08+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fcbd6b2a-9c6c-4252-b75c-94cb13b34231", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.65, "x": 0.045, "y": 0.97 }, "kind": "source-note", "text": "1. Calculated on unpaid principal balance and excludes assets offset by guaranteed loan financing liabilities", "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": "2026-05-02 08:04:09.08+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "89f51d72-b6c3-4c9f-8188-127bbab673ee", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.37, "x": 0.045, "y": 0.075 }, "kind": "title", "text": "Loan Portfolio Composition", "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": "2026-05-02 08:04:09.08+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2bd70422-a4df-4ccf-8242-d4130df4e529", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "7e10a70a-828e-4fc1-9b9c-9d69c6c4a64f", "evidence": "The donut charts effectively communicate loan portfolio composition data.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:50:43.038481+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 15, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 3, "name": "Financials", "beatId": "05615f99-3f1c-44bb-97ea-95d7e9c7d8e4", "matchId": "7a5916e4-eafa-4717-b893-d9330687720b", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Detailed financial information and KPIs", "position": 0, "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": 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": "Business Model", "beatId": "42e1fcb4-8d0f-4867-b8f3-28c309322b45", "matchId": "7a5916e4-eafa-4717-b893-d9330687720b", "beatType": { "name": "Business Model", "slug": "sequoia-pitch-business-model", "status": "active", "canonId": "019dd9b8-22f4-768a-8822-31509f575122", "version": 1, "description": null }, "evidence": "Description of diversified platforms and loan portfolio composition", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 15, "from": 3, "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": "072f5425-b6e4-4f47-bd17-1191bf5b156d", "evidence": "The deck presents financial data and metrics to demonstrate the company's performance", "position": 0, "objective": "Highlighting the benefits of Ready Capital's diversified platforms", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:10:40.484831+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 11, "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": 68, "componentCount": 6, "textChars": 397, "nDataPoints": 23, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:04:08.685+00", "seconds": 5.494, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-aff1-7177-9418-933dbac432a9/11", "deck": "/decks/019de516-aff1-7177-9418-933dbac432a9", "deckAnchor": "/decks/019de516-aff1-7177-9418-933dbac432a9#slide-11", "deckJson": "/decks/019de516-aff1-7177-9418-933dbac432a9.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.45, "x": 0.52, "y": 0.58 }, "kind": "chart", "text": "MSR PORTFOLIO UPDATE ($ in billions)\nQ2'22 Q3'22 Q4'22 Q1'23 Q2'23\nUPB WAC\n$11.7 $12.0 $12.1 $12.2 $12.3\n3.4% 3.5% 3.6% 3.6% 3.7%", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:08.685+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aa6c99cd-d898-4252-b121-dbe6f7f26704", "parentComponentId": null }, { "bbox": { "h": 0.29, "w": 0.36, "x": 0.52, "y": 0.23 }, "kind": "chart", "text": "Production by Platform\n22% 46% 32%\nRetail Correspondent Wholesale", "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": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:08.685+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "193ccef8-6985-4edb-9d9d-7a54fe5fd889", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.45, "x": 0.04, "y": 0.58 }, "kind": "chart", "text": "QUARTERLY SALES UPB $410.7M\n5% 27% 68% Sales by Investor\nFannie/Freddie Ginnie Mae Other", "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": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:08.685+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "38692d9b-a174-43a6-9500-60543f733603", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.45, "x": 0.04, "y": 0.179 }, "kind": "chart", "text": "QUARTERLY ORIGINATIONS UPB $423.6M\n16% 84% Production by Purpose\nPurchased Refinanced", "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": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:08.685+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "66380ccd-f435-4f2b-be1f-49284ecdc848", "parentComponentId": null }, { "bbox": { "h": 0.012, "w": 0.016, "x": 0.929, "y": 0.954 }, "kind": "source-note", "text": "11", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:08.685+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "09a8fe77-f1cf-4f4a-a94a-c70e977a7de3", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.429, "x": 0.045, "y": 0.074 }, "kind": "title", "text": "Residential Mortgage Banking", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:08.685+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2c18bdbb-81f4-4ca9-b1d5-2493f0eb0e07", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "a6f88269-cc4c-4707-9b2a-b7394ec65565", "evidence": "The bar chart and donut charts effectively communicate MSR portfolio update and sales/originations data.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:50:43.103959+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 15, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 3, "name": "Financials", "beatId": "05615f99-3f1c-44bb-97ea-95d7e9c7d8e4", "matchId": "7a5916e4-eafa-4717-b893-d9330687720b", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Detailed financial information and KPIs", "position": 0, "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": 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": "Business Model", "beatId": "42e1fcb4-8d0f-4867-b8f3-28c309322b45", "matchId": "7a5916e4-eafa-4717-b893-d9330687720b", "beatType": { "name": "Business Model", "slug": "sequoia-pitch-business-model", "status": "active", "canonId": "019dd9b8-22f4-768a-8822-31509f575122", "version": 1, "description": null }, "evidence": "Description of diversified platforms and loan portfolio composition", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 15, "from": 3, "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": "072f5425-b6e4-4f47-bd17-1191bf5b156d", "evidence": "The deck presents financial data and metrics to demonstrate the company's performance", "position": 0, "objective": "Highlighting the benefits of Ready Capital's diversified platforms", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:10:40.484831+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 12, "type": "analysis", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 72, "componentCount": 5, "textChars": 981, "nDataPoints": 22, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:04:08.578+00", "seconds": 5.378, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-aff1-7177-9418-933dbac432a9/12", "deck": "/decks/019de516-aff1-7177-9418-933dbac432a9", "deckAnchor": "/decks/019de516-aff1-7177-9418-933dbac432a9#slide-12", "deckJson": "/decks/019de516-aff1-7177-9418-933dbac432a9.json" }, "components": [ { "bbox": { "h": 0.34, "w": 0.438, "x": 0.05, "y": 0.585 }, "kind": "chart", "text": "AVERAGE RISK RATING\n2.50\n2.07\n2.00\n1.70\n1.67 1.68 1.66 1.70 1.67\n1.71\n1.48\n1.52\n1.50\n1.00\n0.50\nQ2'22\nQ3'22\nQ4'22\nQ1'23\nQ2'23\n■SBC ■SBA", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:08.578+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "98ab2952-e39c-4cdd-9e51-7f7e4822a342", "parentComponentId": null }, { "bbox": { "h": 0.34, "w": 0.438, "x": 0.05, "y": 0.229 }, "kind": "chart", "text": "RISK RATING DISTRIBUTION\n100%\n85% 88%\n80%\n60%\n40%\n20%\n5% 3%\n4% 5%\n6% 4%\n0%\n1 & 2\n3\n4\n5\n■SBC ■SBA", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:08.578+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a0e7444b-0129-4aeb-b9c1-d6c32650bf1a", "parentComponentId": null }, { "bbox": { "h": 0.58, "w": 0.407, "x": 0.527, "y": 0.33 }, "kind": "list", "text": "BUCKET 1:\nVery Low Risk of Loss: New origination or current with strong\ncredit metrics (LTV/DSCR/DY). No expected losses.\nBUCKET 2:\nLow Risk of Loss: Current with maturity > 6 months. Lower credit\nmetrics with possibility of inclusion on CREFC watchlist. No\nexpected losses.\nBUCKET 3:\nMedium Risk of Loss: Current with near term maturities or in\nforbearance. Loss unlikely with no specific reserves booked.\nBUCKET 4:\nHigher Risk: Loan delinquent or in maturity default. Potential\nissues with sponsor or business plans. Minimal losses possible\nand adequately reserved in current period.\nBUCKET 5:\nHighest risk: Loan in default or special servicing. Specific losses\nidentified and adequately reserved for in current period.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:08.578+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "09ef80a7-a0e9-4fee-aab4-92c36f58bd47", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.019, "x": 0.913, "y": 0.954 }, "kind": "source-note", "text": "12", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:08.578+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ebac10df-988a-4314-8660-1634d7df03d3", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.43, "x": 0.045, "y": 0.07 }, "kind": "title", "text": "Loan Portfolio – Risk Rating", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:08.578+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e4801fe5-e64d-4dd7-847f-8cdcc85d959a", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "0d8d16b3-8981-467d-9afc-bb59261a29ca", "evidence": "The bar charts effectively communicate risk rating distribution data.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:50:43.170262+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 15, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 3, "name": "Financials", "beatId": "05615f99-3f1c-44bb-97ea-95d7e9c7d8e4", "matchId": "7a5916e4-eafa-4717-b893-d9330687720b", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Detailed financial information and KPIs", "position": 0, "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": 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": "Business Model", "beatId": "42e1fcb4-8d0f-4867-b8f3-28c309322b45", "matchId": "7a5916e4-eafa-4717-b893-d9330687720b", "beatType": { "name": "Business Model", "slug": "sequoia-pitch-business-model", "status": "active", "canonId": "019dd9b8-22f4-768a-8822-31509f575122", "version": 1, "description": null }, "evidence": "Description of diversified platforms and loan portfolio composition", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 15, "from": 3, "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": "072f5425-b6e4-4f47-bd17-1191bf5b156d", "evidence": "The deck presents financial data and metrics to demonstrate the company's performance", "position": 0, "objective": "Highlighting the benefits of Ready Capital's diversified platforms", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:10:40.484831+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 13, "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": 90, "componentCount": 10, "textChars": 728, "nDataPoints": 13, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:04:11.243+00", "seconds": 7.239, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-aff1-7177-9418-933dbac432a9/13", "deck": "/decks/019de516-aff1-7177-9418-933dbac432a9", "deckAnchor": "/decks/019de516-aff1-7177-9418-933dbac432a9#slide-13", "deckJson": "/decks/019de516-aff1-7177-9418-933dbac432a9.json" }, "components": [ { "bbox": { "h": 0.38, "w": 0.436, "x": 0.048, "y": 0.588 }, "kind": "chart", "text": "CORPORATE DEBT MATURITY PROFILE ($ in millions); $115 (2023), $120 (2025), $761 (2026), $100 (2027), $146 (2028 and beyond)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:11.243+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ad7d3f09-4b6d-4c25-b735-fa8c3e944567", "parentComponentId": null }, { "bbox": { "h": 0.33, "w": 0.436, "x": 0.048, "y": 0.149 }, "kind": "chart", "text": "UNENCUMBERED ASSET POOL; $2.1B Total Unencumbered Assets; 8%, 11%, 19%, 42%, 8%, 12%", "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": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:11.243+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a7e22383-f5e5-49a7-801e-10625c4d2879", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.399, "x": 0.545, "y": 0.864 }, "kind": "list", "text": "91% of corporate debt maturities in 2025 or later", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:11.243+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3965fa93-b0e0-49aa-9a67-757c5650258c", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.399, "x": 0.545, "y": 0.61 }, "kind": "list", "text": "Limited usage of securities repo financing at 4.0% of total debt", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:11.243+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "51c4aeb8-a904-42f7-b55a-ec42a8b2a08f", "parentComponentId": null }, { "bbox": { "h": 0.032, "w": 0.399, "x": 0.545, "y": 0.737 }, "kind": "list", "text": "Full mark to market liabilities and credit mark to market liabilities represent 17% of total debt", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:11.243+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5c8ecb8f-71d9-4e07-aa07-eb6b276cc3f3", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.379, "x": 0.092, "y": 0.519 }, "kind": "list", "text": "Unrestricted cash, Servicing rights, Securities, REO, Loans, Other Assets", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:11.243+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "75e7b992-ebd9-423c-a1b8-5f41dfe002a3", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.399, "x": 0.545, "y": 0.38 }, "kind": "list", "text": "2.4x unencumbered assets to unsecured debt", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:11.243+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "977d6558-ec71-4bf7-95e8-ae934607f623", "parentComponentId": null }, { "bbox": { "h": 0.032, "w": 0.399, "x": 0.545, "y": 0.483 }, "kind": "list", "text": "$3.9 billion in available warehouse borrowing capacity across 22 counterparties", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:11.243+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b8403053-1347-48e4-88f5-54a0f5d23ee1", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.399, "x": 0.545, "y": 0.263 }, "kind": "list", "text": "Diversified unencumbered asset pool of $2.1 billion, including $228 million of unrestricted cash", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:11.243+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f1a4125f-3126-4149-8894-117dacbe20ab", "parentComponentId": null }, { "bbox": { "h": 0.026, "w": 0.249, "x": 0.045, "y": 0.07 }, "kind": "title", "text": "Financial Flexibility", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:11.243+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d78600cf-7fea-4fc0-8322-eeb2ca44d7cd", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "0ac55578-62e2-4e70-9b6f-b55be4747082", "evidence": "chart/bar-vertical: CORPORATE DEBT MATURITY PROFILE ($ in millions); $115 (2023), $120 (2025), $761 (2026), $100 (2027), $146 (2028 and beyond)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:50:44.638514+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 15, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 3, "name": "Financials", "beatId": "05615f99-3f1c-44bb-97ea-95d7e9c7d8e4", "matchId": "7a5916e4-eafa-4717-b893-d9330687720b", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Detailed financial information and KPIs", "position": 0, "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": 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": "Business Model", "beatId": "42e1fcb4-8d0f-4867-b8f3-28c309322b45", "matchId": "7a5916e4-eafa-4717-b893-d9330687720b", "beatType": { "name": "Business Model", "slug": "sequoia-pitch-business-model", "status": "active", "canonId": "019dd9b8-22f4-768a-8822-31509f575122", "version": 1, "description": null }, "evidence": "Description of diversified platforms and loan portfolio composition", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 15, "from": 3, "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": "072f5425-b6e4-4f47-bd17-1191bf5b156d", "evidence": "The deck presents financial data and metrics to demonstrate the company's performance", "position": 0, "objective": "Highlighting the benefits of Ready Capital's diversified platforms", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:10:40.484831+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 14, "type": "analysis", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 55, "componentCount": 4, "textChars": 561, "nDataPoints": 14, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:04:08.707+00", "seconds": 4.346, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-aff1-7177-9418-933dbac432a9/14", "deck": "/decks/019de516-aff1-7177-9418-933dbac432a9", "deckAnchor": "/decks/019de516-aff1-7177-9418-933dbac432a9#slide-14", "deckJson": "/decks/019de516-aff1-7177-9418-933dbac432a9.json" }, "components": [ { "bbox": { "h": 0.71, "w": 0.304, "x": 0.156, "y": 0.147 }, "kind": "chart", "text": "Debt Balance and Leverage Ratio for PPPLF, Securitized Debt Obligations, Non-Recourse Secured Borrowings, Recourse Secured Borrowings, and Corporate Debt.", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:08.707+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "17fead1b-23ac-45ae-9f03-e7f4d2baaea3", "parentComponentId": null }, { "bbox": { "h": 0.37, "w": 0.44, "x": 0.516, "y": 0.483 }, "kind": "chart", "text": "Recourse Leverage by Reporting Segment (SBC, SBL, Residential, Corporate) showing Debt and Recourse Leverage.", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:08.707+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "de2fb07f-5528-4fae-bcd3-1d07a4d7bc0d", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.44, "x": 0.516, "y": 0.235 }, "kind": "list", "text": "Total leverage of 3.5x\nRecourse leverage ratio of 1.0x\nMajority of secured borrowings subject to non-recourse or limited recourse terms", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:08.707+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0fd66052-32c0-48c9-8939-d651344666fd", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.79, "x": 0.046, "y": 0.96 }, "kind": "source-note", "text": "1. Recourse leverage by reporting segment is based on the segment recourse debt balance over invested equity in the segment and excludes guaranteed loan financings", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:08.707+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "52b6fa35-2580-4165-950b-96c45c3151a1", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a148e1bb-c74c-403c-8234-924e8a7ac992", "evidence": "chart/bar-stacked: Debt Balance and Leverage Ratio for PPPLF, Securitized Debt Obligations, Non-Recourse Secured Borrowings, Recourse Secured Borrowings, and Corporate Debt.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 01:50:44.717615+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 15, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 3, "name": "Financials", "beatId": "05615f99-3f1c-44bb-97ea-95d7e9c7d8e4", "matchId": "7a5916e4-eafa-4717-b893-d9330687720b", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Detailed financial information and KPIs", "position": 0, "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": 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": "Business Model", "beatId": "42e1fcb4-8d0f-4867-b8f3-28c309322b45", "matchId": "7a5916e4-eafa-4717-b893-d9330687720b", "beatType": { "name": "Business Model", "slug": "sequoia-pitch-business-model", "status": "active", "canonId": "019dd9b8-22f4-768a-8822-31509f575122", "version": 1, "description": null }, "evidence": "Description of diversified platforms and loan portfolio composition", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 15, "from": 3, "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": "072f5425-b6e4-4f47-bd17-1191bf5b156d", "evidence": "The deck presents financial data and metrics to demonstrate the company's performance", "position": 0, "objective": "Highlighting the benefits of Ready Capital's diversified platforms", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:10:40.484831+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 15, "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": 89, "componentCount": 7, "textChars": 2316, "nDataPoints": 40, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:04:12.283+00", "seconds": 7.714, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-aff1-7177-9418-933dbac432a9/15", "deck": "/decks/019de516-aff1-7177-9418-933dbac432a9", "deckAnchor": "/decks/019de516-aff1-7177-9418-933dbac432a9#slide-15", "deckJson": "/decks/019de516-aff1-7177-9418-933dbac432a9.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.799, "x": 0.084, "y": 0.83 }, "kind": "source-note", "text": "1. Average carrying value includes average quarterly carrying value of loan and servicing asset balances\n2. Gross yields include interest income, accretion of discount, MSR creation, income from our unconsolidated joint venture, realized gains (losses) on loans held for sale, unrealized gains (losses) on loans held\nfor sale and servicing income net of interest expense and amortization of deferred financing costs on an annualized basis.\n3. The Company finances the assets included in the Investment Type through securitizations, repurchase agreements, warehouse facilities and bank credit facilities. Interest expense is calculated based on\ninterest expense and deferred financing amortization for the quarter ended 6/30/2023 on an annualized basis.\n4. Excludes loans, held for sale, at fair value\n5. Excludes the equity component of our 2017 convertible note issuance.\n6. Q2 Dividend yield for the period is based on the 6/30/2023 closing share price of $11.28", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:12.283+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d5b6e675-18fd-4ec6-81fd-2a141572b092", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.378, "x": 0.084, "y": 0.34 }, "kind": "table", "text": "Book Equity Value Metrics\nCommon Stockholders' equity\n$ 2,491,724\nCommon Stockholders' equity (adjusted) (5)\n$ 2,491,666\nTotal Common Shares outstanding\n171,651,924\nNet Book Value per Common Share\n$ 14.52\nAdjusted Net Book Value per Common Share\n$ 14.52", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:12.283+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "34dc4398-72e5-4455-9a76-6f55c1ed0c4a", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.385, "x": 0.501, "y": 0.34 }, "kind": "table", "text": "Loan Portfolio Metrics (4)\n% Fixed vs Floating Rate\n21%/79%\n% Originated vs Acquired\n81%/19%\nWeighted Average LTV - SBC\n65%\nWeighted Average LTV - SBA\n91%", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:12.283+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5ba6a05c-a7c9-4649-aade-25b922cfe6a7", "parentComponentId": null }, { "bbox": { "h": 0.096, "w": 0.802, "x": 0.084, "y": 0.19 }, "kind": "table", "text": "Investment Type\nAverage Carrying Value (1)\nGross Yield (2)\nAverage Debt Balance\nDebt Cost (3)\nLevered Yield\nSBC Lending and Acquisitions\n$ 10,041,285\n8.8%\n$ 7,338,842\n7.8%\n11.5%\nSmall Business Lending\n$ 360,014\n22.7%\n$ 223,013\n9.8%\n43.6%\nTotal\n$ 10,401,299\n9.3%\n$ 7,561,855\n7.8%\n14.2%", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:12.283+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9f55290d-c3cf-47e1-a6e5-43fbe25edd52", "parentComponentId": null }, { "bbox": { "h": 0.21, "w": 0.385, "x": 0.501, "y": 0.54 }, "kind": "table", "text": "Servicing Portfolio Metrics\nSBA servicing rights - UPB\n$ 1,100,239\nSBA servicing rights- carrying value\n$ 24,328\nMulti-family servicing rights - UPB\n$ 5,264,796\nMulti-family servicing rights - carrying value\n$ 70,565\nResidential servicing rights - UPB\n$ 12,267,538\nResidential servicing rights - carrying value\n$ 201,471", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:12.283+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b1da5527-31ef-49f0-a3f4-a200c4364803", "parentComponentId": null }, { "bbox": { "h": 0.21, "w": 0.378, "x": 0.084, "y": 0.54 }, "kind": "table", "text": "Q2 2023 Earnings Data Metrics\nNet income | Distributable earnings\n$ 253,373 | $51,283\nEarnings per share - Basic and diluted\n$1.87 | $1.76\nDistributable Earnings per share - Basic and diluted\n$0.36 | $0.35\nReturn on Equity per Common Share\n47.7%\nDistributable Return on Equity per Common Share\n9.3%\nDividend Yield (6)\n14.2%", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:12.283+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c3faae3e-110d-4cbc-9848-e709a0c78bb4", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.35, "x": 0.047, "y": 0.08 }, "kind": "title", "text": "Financial Snapshot", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:12.283+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ab07c5be-c4ca-44d8-9423-eb76576262ae", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "abbf4b29-1e08-4251-9942-5d557a952363", "evidence": "table/data: Q2 2023 Earnings Data Metrics", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:50:44.798234+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 15, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 3, "name": "Financials", "beatId": "05615f99-3f1c-44bb-97ea-95d7e9c7d8e4", "matchId": "7a5916e4-eafa-4717-b893-d9330687720b", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Detailed financial information and KPIs", "position": 0, "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": 15, "from": 3, "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": "072f5425-b6e4-4f47-bd17-1191bf5b156d", "evidence": "The deck presents financial data and metrics to demonstrate the company's performance", "position": 0, "objective": "Highlighting the benefits of Ready Capital's diversified platforms", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:10:40.484831+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 16, "type": "setup", "function": "appendix", "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": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 10, "componentCount": 3, "textChars": 40, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:04:09.421+00", "seconds": 3.118, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-aff1-7177-9418-933dbac432a9/16", "deck": "/decks/019de516-aff1-7177-9418-933dbac432a9", "deckAnchor": "/decks/019de516-aff1-7177-9418-933dbac432a9#slide-16", "deckJson": "/decks/019de516-aff1-7177-9418-933dbac432a9.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.2, "x": 0.05, "y": 0.07 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:09.421+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "805d133f-539c-49fd-8dcc-6d13401af1ca", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.1, "x": 0.09, "y": 0.39 }, "kind": "paragraph", "text": "APPENDIX", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:09.421+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aff2b3a4-8897-41b4-aafd-d63af6aa8308", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.37, "x": 0.09, "y": 0.45 }, "kind": "title", "text": "Additional Financial Information", "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": "2026-05-02 08:04:09.421+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "013503ff-5599-4480-a343-1fcd9b98cfde", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 17, "type": "analysis", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 55, "componentCount": 3, "textChars": 1309, "nDataPoints": 100, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:04:11.538+00", "seconds": 4.852, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-aff1-7177-9418-933dbac432a9/17", "deck": "/decks/019de516-aff1-7177-9418-933dbac432a9", "deckAnchor": "/decks/019de516-aff1-7177-9418-933dbac432a9#slide-17", "deckJson": "/decks/019de516-aff1-7177-9418-933dbac432a9.json" }, "components": [ { "bbox": { "h": 0.01, "w": 0.09, "x": 0.04, "y": 0.19 }, "kind": "source-note", "text": "(in thousands)", "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": "2026-05-02 08:04:11.538+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "846a773b-c60d-4580-a04e-beb9b13e004f", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.92, "x": 0.04, "y": 0.19 }, "kind": "table", "text": "Assets\nCash and cash equivalents\nRestricted cash\nLoans, net\nLoans, held for sale, at fair value\nPayment protection program loans, net\nMortgage backed securities, at fair value\nLoans eligible for repurchase from Ginnie Mae\nInvestment in unconsolidated joint ventures\nInvestments held to maturity\nPurchased future receivables, net\nDerivative instruments\nServicing rights\nReal estate owned, held for sale\nOther assets\nAssets of consolidated VIEs\nTotal Assets\nLiabilities\nSecured borrowings\nPaycheck Protection Program Liquidity Facility (PPPLF) borrowings\nSecuritized debt obligations of consolidated VIEs, net\nConvertible notes, net\nSenior secured notes and Corporate debt, net\nGuaranteed loan financing\nContingent consideration\nLiabilities for loans eligible for repurchase from Ginnie Mae\nDerivative instruments\nDividends payable\nLoan participations sold\nDue to third parties\nAccounts payable and other accrued liabilities\nTotal Liabilities\nPreferred stock Series C\nStockholders' Equity\nPreferred stock\nCommon stock\nAdditional paid-in capital\nRetained earnings\nAccumulated other comprehensive income (loss)\nTotal Ready Capital Corporation equity\nNon-controlling interests\nTotal Stockholders' Equity\nTotal Liabilities and Stockholders' Equity\nAdjusted Book Value per Share", "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": "2026-05-02 08:04:11.538+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8fb7924f-c496-4537-8f51-0fa836602c3b", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.46, "x": 0.04, "y": 0.08 }, "kind": "title", "text": "Balance Sheet by Quarter", "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": "2026-05-02 08:04:11.538+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fbf02279-716a-4838-b3bb-23fd97a55aa6", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "0fb74170-0fc4-4258-8c9e-53b6e50f4a4b", "evidence": "table/data: Assets", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:50:44.916981+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 18, "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": "balanced", "densityScore": 43, "componentCount": 4, "textChars": 265, "nDataPoints": 150, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:04:12.029+00", "seconds": 4.302, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-aff1-7177-9418-933dbac432a9/18", "deck": "/decks/019de516-aff1-7177-9418-933dbac432a9", "deckAnchor": "/decks/019de516-aff1-7177-9418-933dbac432a9#slide-18", "deckJson": "/decks/019de516-aff1-7177-9418-933dbac432a9.json" }, "components": [ { "bbox": { "h": 0.039, "w": 0.159, "x": 0.794, "y": 0.06 }, "kind": "image", "text": "READY CAPITAL.", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:12.029+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c887eff1-9cca-482d-9fe6-5f19f7075370", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.018, "x": 0.919, "y": 0.95 }, "kind": "source-note", "text": "18", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:12.029+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "07ac65ec-654c-4c54-b145-d13caf14f9b5", "parentComponentId": null }, { "bbox": { "h": 0.799, "w": 0.899, "x": 0.049, "y": 0.149 }, "kind": "table", "text": "Statement of Income by Quarter for Ready Capital, including interest income, non-interest income, non-interest expense, net income, earnings per common share, and dividends declared per share, across Q2 2022 to Q2 2023.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:12.029+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a52ff074-6a93-492c-a57a-88cd56df4cd3", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.43, "x": 0.049, "y": 0.08 }, "kind": "title", "text": "Statement of Income by Quarter", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:12.029+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "18ce4853-0c49-4c01-9824-b0967b4382c5", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "42b17276-1a6b-4ce3-a508-20ce7f48ac3a", "evidence": "table/data: Statement of Income by Quarter", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:50:44.99551+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 19, "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": 66, "componentCount": 4, "textChars": 5302, "nDataPoints": 70, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:04:16.222+00", "seconds": 8.184, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-aff1-7177-9418-933dbac432a9/19", "deck": "/decks/019de516-aff1-7177-9418-933dbac432a9", "deckAnchor": "/decks/019de516-aff1-7177-9418-933dbac432a9#slide-19", "deckJson": "/decks/019de516-aff1-7177-9418-933dbac432a9.json" }, "components": [ { "bbox": { "h": 0.32, "w": 0.89, "x": 0.08, "y": 0.64 }, "kind": "paragraph", "text": "The Company believes that this non-U.S. GAAP financial information, in addition to the related U.S. GAAP measures, provides investors greater transparency into the information used by management in its financial and operational decision-making, including the determination of dividends. However, because Distributable Earnings is an incomplete measure of the Company's financial performance and involves differences from net income computed in accordance with U.S. GAAP, it should be considered along with, but not as an alternative to, the Company's net income computed in accordance with U.S. GAAP as a measure of the Company's financial performance. In addition, because not all companies use identical calculations, the Company's presentation of Distributable Earnings may not be comparable to other similarly-titled measures of other companies.\nWe calculate Distributable earnings as GAAP net income (loss) excluding the following:\ni) any unrealized gains or losses on certain MBS not retained by us as part of our loan origination businesses\nii) any realized gains or losses on sales of certain MBS\niii) any unrealized gains or losses on Residential MSRs\niv) any unrealized change in current expected credit loss reserve\nv) any unrealized gains or losses on de-designated cash flow hedges\nvi) any non-cash compensation expense related to stock-based incentive plan\nvii) one-time non-recurring gains or losses, such as gains or losses on discontinued operations, bargain purchase gains, or merger related expenses\nIn calculating Distributable Earnings, Net Income (in accordance with U.S. GAAP) is adjusted to exclude unrealized gains and losses on MBS acquired by the Company in the secondary market but is not adjusted to exclude unrealized gains and losses on MBS retained by Ready Capital as part of its loan origination businesses, where the Company transfers originated loans into an MBS securitization and the Company retains an interest in the securitization. In calculating Distributable Earnings, the Company does not adjust Net Income (in accordance with U.S. GAAP) to take into account unrealized gains and losses on MBS retained by us as part of the loan origination businesses because the unrealized gains and losses that are generated in the loan origination and securitization process are considered to be a fundamental part of this business and an indicator of the ongoing performance and credit quality of the Company's historical loan originations. In calculating Distributable Earnings, Net Income (in accordance with U.S. GAAP) is adjusted to exclude realized gains and losses on certain MBS securities considered to be non-distributable. Certain MBS positions are considered to be non-distributable due to a variety of reasons which may include collateral type, duration, and size. In 2016, the Company liquidated the majority of its MBS portfolio from distributable earnings to fund recurring operating segments.\nIn addition, in calculating Distributable Earnings, Net Income (in accordance with U.S. GAAP) is adjusted to exclude unrealized gains or losses on residential MSRs, held at fair value. The Company treats its commercial MSRs and residential MSRs as two separate classes based on the nature of the underlying mortgages and the treatment of these assets as two separate pools for risk management purposes. Servicing rights relating to the Company's small business commercial business are accounted for under ASC 860, Transfer and Servicing, while the Company's residential MSRs are accounted for under the fair value option under ASC 825, Financial Instruments. In calculating Distributable Earnings, the Company does not exclude realized gains or losses on either commercial MSRs or residential MSRs, held at fair value, as servicing income is a fundamental part of Ready Capital's business and is an indicator of the ongoing performance.\nTo qualify as a REIT, the Company must distribute to its stockholders each calendar year at least 90% of its REIT taxable income (including certain items of non-cash income), determined without regard to the deduction for dividends paid and excluding net capital gain. There are certain items, including net income generated from the creation of MSRs, that are included in distributable earnings but are not included in the calculation of the current year's taxable income. These differences may result in certain items that are recognized in the current period's calculation of distributable earnings not being included in taxable income, and thus not subject to the REIT dividend distribution requirement until future years.", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:16.222+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e6a360dd-8f64-4dd5-9e09-c1e829b8b3b9", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.02, "x": 0.95, "y": 0.95 }, "kind": "source-note", "text": "19", "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": "2026-05-02 08:04:16.222+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4b5320ad-0aca-4e39-83f3-7493762bfb48", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.92, "x": 0.05, "y": 0.16 }, "kind": "table", "text": "Net Income\nReconciling items:\nUnrealized (gain) loss on MSR\nChange in current expected credit loss reserve\nNon-recurring REO impairment\nNon-cash compensation\nMerger transaction costs and other non-recurring expenses\nBargain purchase gain\nTotal reconciling items\nDistributable earnings before income taxes\nIncome tax adjustments\nDistributable earnings\nLess: Distributable earnings attributable to non-controlling interests\nLess: Income attributable to participating shares\nLess: Dividends on preferred stock\nDistributable earnings attributable to Common Stockholders\nDistributable earnings per share- basic\nWeighted average common shares outstanding", "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": "2026-05-02 08:04:16.222+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2e1f06d9-ff99-4c6e-98ea-a62989b7a0f0", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.56, "x": 0.08, "y": 0.08 }, "kind": "title", "text": "Distributable Earnings Reconciliation by Quarter", "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": "2026-05-02 08:04:16.222+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ae85a872-d890-44d9-ad51-045004eacc18", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 20, "type": "setup", "function": "front_matter", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 4, "componentCount": 2, "textChars": 27, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:04:10.652+00", "seconds": 2.576, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-aff1-7177-9418-933dbac432a9/20", "deck": "/decks/019de516-aff1-7177-9418-933dbac432a9", "deckAnchor": "/decks/019de516-aff1-7177-9418-933dbac432a9#slide-20", "deckJson": "/decks/019de516-aff1-7177-9418-933dbac432a9.json" }, "components": [ { "bbox": { "h": 0.101, "w": 0.302, "x": 0.109, "y": 0.429 }, "kind": "image", "text": "READY CAPITAL", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:10.652+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0f1b6bda-90a5-4da6-a260-99c3e2aa3e73", "parentComponentId": null }, { "bbox": { "h": 0.106, "w": 0.07, "x": 0.089, "y": 0.833 }, "kind": "image", "text": "RC LISTED NYSE", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:04:10.652+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d42cec34-0500-4084-8842-854fe1845fc7", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 3, "to": 15, "label": "Financials", "description": "Detailed financial information and KPIs" }, { "from": 6, "to": 14, "label": "Business Model", "description": "Description of diversified platforms and loan portfolio composition" } ], "loops": [ { "from": 3, "to": 15, "label": "Cost Of Inaction", "description": "Highlighting the benefits of Ready Capital's diversified platforms" } ] }