{ "schemaVersion": "deck-intelligence.v1", "id": "019de517-3b0c-722a-bb3c-b7958e4ff50d", "slug": "57d3f5cc0c50d173074a1fb0153c0c5e", "title": "EverCommerce | Results Presentation Deck | 22 slides", "subtitle": "EverCommerce · 2023-11", "author": "EverCommerce", "date": "2023-11-01 00:00:00", "pageCount": 22, "kind": "conference-presentation", "orientation": "landscape", "aspectRatio": 1.7777778, "document": { "id": "019de517-3b0c-722a-bb3c-b7958e4ff50d", "slug": "57d3f5cc0c50d173074a1fb0153c0c5e", "title": "EverCommerce | Results Presentation Deck | 22 slides", "rawTitle": "EverCommerce | Results Presentation Deck | 22 slides", "authorId": "evercommerce", "authorName": "EverCommerce", "authorDisplay": "EverCommerce", "kind": { "slug": "conference-presentation", "label": "Conference presentation" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2023-11__evercommerce__results__57d3f5cc.pdf", "sourceUrl": "https://www.slidebook.io/company/evercommerce/presentation/57d3f5cc0c50d173074a1fb0153c0c5e/", "sourceDate": "2023-11-06 00:00:00", "presentationDate": "2023-11-01 00:00:00", "ingestedAt": "2026-05-01 19:49:58.243605+00", "status": "ready", "pageCount": 22, "orientation": "landscape", "aspectRatio": 1.7777778, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "software-infrastructure", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2023-11__evercommerce__results__57d3f5cc", "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": 22, "pagesIndexed": 22, "pagesWithImages": 22, "pagesWithMetadata": 22, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 99, "chartCount": 6, "metricSlides": 0, "toolMatches": 6, "documentToolMatches": 0, "frameworkMatches": 0, "arcMatches": 1, "beatMatches": 4, "loopMatches": 1, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "169c335b-6888-4ea6-840e-c641f6d56f87", "evidence": "The presentation follows a sequence of attention (Q3 2023 Highlights), need ( Strategic Initiatives are Accelerating Cross-Sell), satisfaction (28% YoY Growth in Payments Revenue), and action (Outlook)", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 23:12:16.38507+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 5, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 4, "name": "Attention", "beatId": "5acf3df4-38b8-42e3-b32a-1b40766d1987", "matchId": "169c335b-6888-4ea6-840e-c641f6d56f87", "beatType": { "name": "Attention", "slug": "monroes-sequence-attention", "status": "active", "canonId": "019dd9b8-1573-779d-93ca-6174bbd57938", "version": 1, "description": null }, "evidence": "Q3 2023 Highlights and Strategic Initiatives are Accelerating Cross-Sell", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. Used by AIDA, Monroes, Pixar Pitch, Overcoming the Monster." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 7, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 6, "name": "Need", "beatId": "1a66e664-9cc0-4c8d-b73e-88ad1c24ad48", "matchId": "169c335b-6888-4ea6-840e-c641f6d56f87", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "28% YoY Growth in Payments Revenue and Growth Led by Core SaaS and Payments", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 13, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 10, "name": "Satisfaction", "beatId": "e5142322-46e0-4c11-aa43-37a99553868d", "matchId": "169c335b-6888-4ea6-840e-c641f6d56f87", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "Record aUFCF with 16% Margin and Growing FCF drives increasing liquidity and decreasing leverage", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 14, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 14, "name": "Action", "beatId": "fc5839d6-76b0-4938-8f72-0851c8a2688e", "matchId": "169c335b-6888-4ea6-840e-c641f6d56f87", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "Outlook", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 14, "from": 4, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null, "categoryName": "Logical Reasoning", "categorySlug": "logical-reasoning" }, "matchId": "0eb1887b-c572-4b8b-b74f-fc29a67b2df1", "evidence": "The presentation walks through a logic chain of growth initiatives, financial performance, and future outlook", "position": 0, "objective": "To demonstrate the company's growth and efficiency", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:12:16.573764+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "fd438535-d602-4b53-a93e-35be39fbe79c", "evidence": "paragraph/paragraph: Q3 2023 – November 6, 2023", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:48:41.948188+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "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": "b3a6fcd1-62a9-4692-be52-387ba78f343f", "evidence": "Target customer: single-location businesses with 1-9 employees", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:48:47.97956+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Value Proposition Canvas", "slug": "value-proposition-canvas", "status": "active", "bestFor": null, "canonId": "019dd956-85a9-713f-8a1c-b6e5af5cc6cd", "version": 1, "bodyDocId": null, "description": "Mapping customer jobs/pains/gains to your value proposition", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "89ef690d-b0bd-4546-a73e-8ad3642f7ff0", "evidence": "System of action software for field service providers", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 03:48:48.022056+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "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": "b0ecfff9-35c9-4f15-8424-ff25a3ae61a4", "evidence": "chart/bar-stacked: Reported Revenue ($M)3; $158.1, $161.8, $161.1, $170.1, $174.7; 3Q22, 4Q22, 1Q23, 2Q23, 3Q23; Recurring + Re-occuring, Other", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:55:18.402907+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "790d1c25-1881-4073-8cd7-36c43e2cf288", "evidence": "chart/bar-vertical: Adjusted EBITDA ($M) 3Q22 $30.2, 4Q22 $35.2, 1Q23 $31.9, 2Q23 $38.8, 3Q23 $41.8", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:55:18.481499+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": "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": "4319d36f-0f19-48d3-9e40-c3a943ea3b94", "evidence": "chart/bar-vertical: Adjusted Unlevered Free Cash Flow¹ (aUFCF, $M) 3Q22: $22.0, 4Q22: $26.1, 1Q23: $22.4, 2Q23: $27.1, 3Q23: $31.3", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:55:18.560408+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": [], "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/41naQiXPnJM0G8vqhmRqPLnGNiTtnpPTpRDZjn50NNw/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy81N2QzZjVjYzBjNTBkMTczMDc0YTFmYjAxNTNjMGM1ZS9wMDAxLmpwZw", "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": 11, "componentCount": 3, "textChars": 64, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:37:52.444+00", "seconds": 2.649, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-3b0c-722a-bb3c-b7958e4ff50d/1", "deck": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d", "deckAnchor": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d#slide-1", "deckJson": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.25, "x": 0.375, "y": 0.68 }, "kind": "image", "text": "Evercommerce", "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 07:37:52.444+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d7c229c5-c4f9-4553-96f4-a2f6bc5bc9e8", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.38, "x": 0.31, "y": 0.8 }, "kind": "paragraph", "text": "Q3 2023 – November 6, 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 07:37:52.444+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "482fbbd4-d0a8-423a-98fd-8bb39daedd39", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.7, "x": 0.15, "y": 0.73 }, "kind": "title", "text": "Earnings Call Presentation", "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 07:37:52.444+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2c28b77e-7c2f-491c-9c4d-41bc058cf57f", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "fd438535-d602-4b53-a93e-35be39fbe79c", "evidence": "paragraph/paragraph: Q3 2023 – November 6, 2023", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:48:41.948188+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/0d9gEFVleUonDe_VLe669RM2o0-1PFEBhg5uV0bSPqE/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy81N2QzZjVjYzBjNTBkMTczMDc0YTFmYjAxNTNjMGM1ZS9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/we3M50JKxRdPmOBw4QS0xkKGoywZs_XvWHCMJX1KhIU/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy81N2QzZjVjYzBjNTBkMTczMDc0YTFmYjAxNTNjMGM1ZS9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/h6grKzC7Ie90ZzhxErqDo_lNdKrdrCHSfR0AhVzK8Sk/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy81N2QzZjVjYzBjNTBkMTczMDc0YTFmYjAxNTNjMGM1ZS9wMDAxLnBuZw" }, { "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": 87, "componentCount": 9, "textChars": 6028, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:37:59.424+00", "seconds": 9.582, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-3b0c-722a-bb3c-b7958e4ff50d/2", "deck": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d", "deckAnchor": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d#slide-2", "deckJson": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d.json" }, "components": [ { "bbox": { "h": 0.17, "w": 0.92, "x": 0.04, "y": 0.26 }, "kind": "disclaimer", "text": "The forward-looking statements in this presentation are only predictions. We have based these forward-looking statements largely on our current expectations and projections about future events and financial trends that we believe may affect our business, financial condition and results of operations. Forward-looking statements involve known and unknown risks, uncertainties and other important factors that may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements, including, but not limited to, the important factors discussed in Part I, Item 1A. \"Risk Factors\" in our Annual Report on Form 10-K for the year ended December 31, 2022. The forward-looking statements in this presentation are based upon information available to us as of the date of this presentation, and while we believe such information forms a reasonable basis for such statements, such information may be limited or incomplete, and our statements should not be read to indicate that we have conducted an exhaustive inquiry into, or review of, all potentially available relevant information. These statements are inherently uncertain and investors are cautioned not to unduly rely upon these statements.", "attrs": {}, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:37:59.424+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0498c0b1-d991-4a2b-a94f-abfe1f954989", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.92, "x": 0.04, "y": 0.5 }, "kind": "disclaimer", "text": "This presentation also contains estimates and other statistical data prepared by independent parties and by the Company relating to market size and growth and other data about the Company's industry. This data involves a number of assumptions and limitations, and you are cautioned not to give undue weight to such estimates. Neither the Company nor any other person makes any representation as to the accuracy or completeness of such data or undertakes any obligation to update such data after the date of this presentation. In addition, projections, assumptions and estimates of our future performance and the future performance of the markets in which the Company operates are necessarily subject to a high degree of uncertainty and risk. In light of the foregoing, you are urged not to rely on any forward-looking statement or third-party data in reaching any conclusion or making any investment decision about any securities of the Company.", "attrs": {}, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:37:59.424+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "37cb181e-e895-4da4-9597-3e811ff38f2d", "parentComponentId": null }, { "bbox": { "h": 0.17, "w": 0.92, "x": 0.04, "y": 0.63 }, "kind": "disclaimer", "text": "This presentation includes certain financial measures that are not presented in accordance with generally accepted accounting principles in the United States, (\"GAAP\"), such as adjusted EBITDA, adjusted EBITDA margin, adjusted gross profit, adjusted gross margin, adjusted sales & marketing expense, adjusted product development expense, adjusted general & administrative expense, levered free cash flow, adjusted unlevered free cash flow, credit facility leverage and debt, net of cash and cash equivalents, to supplement financial information presented in accordance with GAAP. There are limitations to the use of non-GAAP financial measures and such non-GAAP financial measures should not be construed as alternatives to financial measures determined in accordance with GAAP. The non-GAAP measures as defined by the Company may not be comparable to similar non-GAAP measures presented by other companies. The Company's presentation of such measures, which may include adjustments to exclude unusual or non-recurring items, should not be construed as an inference that the Company's future results will be unaffected by other unusual or non-recurring items. A reconciliation is provided elsewhere in this presentation for each non-GAAP financial measure to the most directly comparable financial measure stated in accordance with GAAP.", "attrs": {}, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:37:59.424+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9c298c36-610d-4229-b024-489faebd4c3e", "parentComponentId": null }, { "bbox": { "h": 0.14, "w": 0.92, "x": 0.04, "y": 0.12 }, "kind": "disclaimer", "text": "This presentation contains forward-looking statements. We intend such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in Section 27A of the Securities Act of 1933, as amended (the \"Securities Act\"), and Section 21E of the Securities Exchange Act of 1934, as amended (the \"Exchange Act\"). All statements other than statements of historical facts contained in this press release may be forward-looking statements. In some cases, you can identify forward-looking statements by terms such as \"may,\" \"will,\" \"should,\" \"expects,\" \"plans,\" \"anticipates,\" \"could,\" \"intends,\" \"targets,\" \"projects,\" \"contemplates,\" \"believes,\" \"estimates,\" \"forecasts,\" \"predicts,\" \"potential\" or \"continue\" or the negative of these terms or other similar expressions. Forward-looking statements contained in this presentation include, but are not limited to statements regarding our future results of operations and financial position, industry and business trends, equity compensation, business strategy, plans, market growth, future acquisitions, stock repurchases, and other capital expenditures and our objectives for future operations.", "attrs": {}, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:37:59.424+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d1d5fd82-9a80-4b45-9993-40dbb48ab7a9", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.92, "x": 0.04, "y": 0.8 }, "kind": "disclaimer", "text": "The Company cannot provide a reconciliation between forecasted Adjusted EBITDA and Adjusted EBITDA margin to net income and net income margin, respectively, the most directly comparable GAAP measures, without unreasonable efforts on a forward-looking basis due to the high variability, complexity and low visibility with respect to certain charges excluded from these non-GAAP measures; in particular, the measures and efforts of stock-based compensation expense specific to equity compensation awards that are directly impacted by unpredictable fluctuations in our stock price. It is important to note that these charges could be material to EverCommerce's results computed in accordance with GAAP.", "attrs": {}, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:37:59.424+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "de749e46-e4ee-45a9-a538-a9edeaeb311b", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.92, "x": 0.04, "y": 0.43 }, "kind": "disclaimer", "text": "You should read this presentation with the understanding that our actual future results, performance and achievements may be materially different from what we expect. We qualify all of our forward-looking statements by these cautionary statements. These forward-looking statements speak only as of the date of this presentation. Except as required by applicable law, we do not plan to publicly update or revise any forward-looking statements contained in this presentation, whether as a result of any new information, future events or otherwise.", "attrs": {}, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:37:59.424+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e5b761d0-c925-4f44-b639-b64ed09303ca", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.15, "x": 0.02, "y": 0.95 }, "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 07:37:59.424+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4e4bbdfe-dbd3-404f-a238-e0124235fc80", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.01, "x": 0.95, "y": 0.95 }, "kind": "source-note", "text": "2", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:37:59.424+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9b2534a6-3786-405d-9789-e1d79bd5d9cf", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.19, "x": 0.04, "y": 0.07 }, "kind": "title", "text": "SAFE HARBOR", "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 07:37:59.424+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4d89fe01-2c28-4507-9b56-0ab8430c403e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "type": "setup", "function": "introduce_nominees", "rawType": "nominee_bio", "block": null, "metadata": { "slideType": "nominee_bio", "slideTypeCanon": { "name": "Nominee bio", "slug": "nominee_bio", "status": "active", "canonId": "019de52d-1136-70ae-861a-f546f0c9d1ef", "version": 1, "description": null }, "function": "introduce_nominees", "functionCanon": { "name": "Introduce nominees", "slug": "introduce_nominees", "status": "active", "canonId": "019de52d-1833-77fe-ac47-5f26d823a84a", "version": 1, "description": null }, "density": "sparse", "densityScore": 20, "componentCount": 4, "textChars": 59, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:37:54.297+00", "seconds": 3.927, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-3b0c-722a-bb3c-b7958e4ff50d/3", "deck": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d", "deckAnchor": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d#slide-3", "deckJson": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d.json" }, "components": [ { "bbox": { "h": 0.036, "w": 0.244, "x": 0.378, "y": 0.68 }, "kind": "image", "text": "Evercommerce", "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 07:37:54.297+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "569edc8d-c92f-44a2-a35b-dc263164da33", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.244, "x": 0.378, "y": 0.74 }, "kind": "paragraph", "text": "Eric Remer", "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 07:37:54.297+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1bac4cfd-478d-4958-b970-6bbed28faadc", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.58, "x": 0.21, "y": 0.81 }, "kind": "paragraph", "text": "Chairman and Chief Executive Officer", "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 07:37:54.297+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "54abc4cb-80ef-46bc-9e9a-1639408f44fb", "parentComponentId": null }, { "bbox": { "h": 0.018, "w": 0.018, "x": 0.95, "y": 0.95 }, "kind": "source-note", "text": "3", "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 07:37:54.297+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "968f535a-e832-4853-8a90-b3f8a075fe51", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 4, "type": "setup", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 65, "componentCount": 6, "textChars": 382, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:37:55.074+00", "seconds": 4.515, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-3b0c-722a-bb3c-b7958e4ff50d/4", "deck": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d", "deckAnchor": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d#slide-4", "deckJson": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.652, "x": 0.177, "y": 0.496 }, "kind": "list", "text": "Balanced growth and profitability with 11% reported YoY Revenue growth and 24% adjusted EBITDA margin", "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 07:37:55.074+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "246ff79d-1716-4ef2-8a90-e3fa61e41c3b", "parentComponentId": null }, { "bbox": { "h": 0.075, "w": 0.652, "x": 0.177, "y": 0.622 }, "kind": "list", "text": "Payments Revenue grew 28% YoY, aided by 11% growth in Total Payments Volume (TPV)", "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 07:37:55.074+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5aadf90e-de8b-4b99-a7c7-6b5a0155ddff", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.627, "x": 0.177, "y": 0.37 }, "kind": "list", "text": "Consistent Revenue growth while adjusted EBITDA beat the top end of the guidance range", "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 07:37:55.074+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cc394ba4-cc43-42e0-bfa5-dbb6b9f3ed94", "parentComponentId": null }, { "bbox": { "h": 0.075, "w": 0.652, "x": 0.177, "y": 0.748 }, "kind": "list", "text": "Board authorized a $50M upsize and 12-month extension of the company's share repurchase program", "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 07:37:55.074+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d82e8a54-374d-467f-83bc-c4378682122c", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.007, "x": 0.963, "y": 0.963 }, "kind": "source-note", "text": "4", "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 07:37:55.074+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "259312bc-1e5b-4aa3-aa84-0af88c4096dd", "parentComponentId": null }, { "bbox": { "h": 0.049, "w": 0.356, "x": 0.322, "y": 0.204 }, "kind": "title", "text": "Q3 2023 Highlights", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:37:55.074+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a580338b-bd13-4b21-a51f-0a05795b3961", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 5, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 4, "name": "Attention", "beatId": "5acf3df4-38b8-42e3-b32a-1b40766d1987", "matchId": "169c335b-6888-4ea6-840e-c641f6d56f87", "beatType": { "name": "Attention", "slug": "monroes-sequence-attention", "status": "active", "canonId": "019dd9b8-1573-779d-93ca-6174bbd57938", "version": 1, "description": null }, "evidence": "Q3 2023 Highlights and Strategic Initiatives are Accelerating Cross-Sell", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. Used by AIDA, Monroes, Pixar Pitch, Overcoming the Monster." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 14, "from": 4, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "0eb1887b-c572-4b8b-b74f-fc29a67b2df1", "evidence": "The presentation walks through a logic chain of growth initiatives, financial performance, and future outlook", "position": 0, "objective": "To demonstrate the company's growth and efficiency", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:12:16.573764+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 5, "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": 66, "componentCount": 8, "textChars": 234, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:37:55.636+00", "seconds": 4.869, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-3b0c-722a-bb3c-b7958e4ff50d/5", "deck": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d", "deckAnchor": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d#slide-5", "deckJson": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d.json" }, "components": [ { "bbox": { "h": 0.59, "w": 1, "x": 0, "y": 0.23 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Map", "slug": "map", "status": "active", "canonId": "019de52c-fe4d-77bd-b0a4-d72d58b9e5a4", "version": 1, "description": null }, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:37:55.636+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d47ddaf7-c274-4af1-a993-23ea72166743", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.14, "x": 0.66, "y": 0.05 }, "kind": "metric", "text": "$668M LTM REVENUE", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:37:55.636+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "19d22177-ab41-466c-b347-207cabe42f37", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.1, "x": 0.84, "y": 0.09 }, "kind": "metric", "text": "12% LTM YoY REVENUE GROWTH", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:37:55.636+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2d3ed09b-0168-44bf-9a76-b0f184f38f40", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.5, "x": 0.06, "y": 0.09 }, "kind": "metric", "text": "685,000+ Global Customers", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:37:55.636+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7603c1bd-b555-4590-b3c1-059c3981a60f", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.12, "x": 0.82, "y": 0.54 }, "kind": "metric", "text": "$11.7B EST. ANNUALIZED TPV", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:37:55.636+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d1960fd-287f-485a-ab5d-50dded4b704f", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.1, "x": 0.7, "y": 0.35 }, "kind": "metric", "text": "22% LTM ADJ. EBITDA MARGIN", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:37:55.636+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a9c198c1-c96c-4a82-b919-3d8b5d57cb5f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.43, "x": 0.06, "y": 0.16 }, "kind": "metric", "text": "2,200+ Global Employees", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:37:55.636+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fe1ecad8-c644-4c9a-990a-72e1350693c5", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.76, "x": 0.03, "y": 0.87 }, "kind": "paragraph", "text": "Simplifying and empowering the lives of business owners whose services support us every day", "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 07:37:55.636+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7f1d1ca9-0dd1-4208-b2a0-77d04a6ab5b5", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 5, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 4, "name": "Attention", "beatId": "5acf3df4-38b8-42e3-b32a-1b40766d1987", "matchId": "169c335b-6888-4ea6-840e-c641f6d56f87", "beatType": { "name": "Attention", "slug": "monroes-sequence-attention", "status": "active", "canonId": "019dd9b8-1573-779d-93ca-6174bbd57938", "version": 1, "description": null }, "evidence": "Q3 2023 Highlights and Strategic Initiatives are Accelerating Cross-Sell", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. Used by AIDA, Monroes, Pixar Pitch, Overcoming the Monster." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 14, "from": 4, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "0eb1887b-c572-4b8b-b74f-fc29a67b2df1", "evidence": "The presentation walks through a logic chain of growth initiatives, financial performance, and future outlook", "position": 0, "objective": "To demonstrate the company's growth and efficiency", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:12:16.573764+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 6, "type": "setup", "function": "quantify_opportunity", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "quantify_opportunity", "functionCanon": { "name": "Quantify opportunity", "slug": "quantify_opportunity", "status": "active", "canonId": "019de52d-17e4-726f-aa15-83350acef1dd", "version": 1, "description": null }, "density": "balanced", "densityScore": 45, "componentCount": 4, "textChars": 368, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:37:55.485+00", "seconds": 4.42, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-3b0c-722a-bb3c-b7958e4ff50d/6", "deck": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d", "deckAnchor": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d#slide-6", "deckJson": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d.json" }, "components": [ { "bbox": { "h": 0.639, "w": 0.363, "x": 0.114, "y": 0.23 }, "kind": "chart", "text": "Customers Enabled / Utilizing More Than One Solution (000s)1\n136\n70\n+28%\n173\n82\n3Q22\n3Q23\nUtilizing Enabled", "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 07:37:55.485+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "97ac9891-3cc0-4796-9d79-56e4e5bebf93", "parentComponentId": null }, { "bbox": { "h": 0.17, "w": 0.427, "x": 0.527, "y": 0.486 }, "kind": "list", "text": "82k customers currently utilize more than one solution\n173k total customers enabled and utilizing more than one solution, representing 28% YoY growth", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:37:55.485+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d5d50248-50d0-4213-8965-c47d8b3fc677", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.306, "x": 0.017, "y": 0.928 }, "kind": "source-note", "text": "¹Amounts are estimated as of the end of the most recent quarter", "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 07:37:55.485+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "deb53efd-346a-4ae0-8c49-847061215597", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.896, "x": 0.053, "y": 0.102 }, "kind": "title", "text": "Strategic Initiatives are Accelerating Cross-Sell", "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 07:37:55.485+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d306d4a8-ffbe-4ccc-9968-85ce3b368257", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 7, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 6, "name": "Need", "beatId": "1a66e664-9cc0-4c8d-b73e-88ad1c24ad48", "matchId": "169c335b-6888-4ea6-840e-c641f6d56f87", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "28% YoY Growth in Payments Revenue and Growth Led by Core SaaS and Payments", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 14, "from": 4, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "0eb1887b-c572-4b8b-b74f-fc29a67b2df1", "evidence": "The presentation walks through a logic chain of growth initiatives, financial performance, and future outlook", "position": 0, "objective": "To demonstrate the company's growth and efficiency", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:12:16.573764+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 7, "type": "setup", "function": "quantify_opportunity", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "quantify_opportunity", "functionCanon": { "name": "Quantify opportunity", "slug": "quantify_opportunity", "status": "active", "canonId": "019de52d-17e4-726f-aa15-83350acef1dd", "version": 1, "description": null }, "density": "balanced", "densityScore": 37, "componentCount": 4, "textChars": 240, "nDataPoints": 4, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:37:55.341+00", "seconds": 4.049, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-3b0c-722a-bb3c-b7958e4ff50d/7", "deck": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d", "deckAnchor": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d#slide-7", "deckJson": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.302, "x": 0.109, "y": 0.28 }, "kind": "chart", "text": "Total Payments Volume (TPV, $B) $10.5 3Q22 +11% $11.7 3Q23", "attrs": {}, "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 07:37:55.341+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4ae79a09-5b8b-4285-933a-e99c4234e809", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.419, "x": 0.529, "y": 0.486 }, "kind": "list", "text": "11% YoY TPV growth and increased take rate drove growth in Payment Revenue\nEmbedded payments are a key lever to drive customer expansion", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:37:55.341+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5316e503-648e-45c0-ae03-7655a06f4613", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.169, "x": 0.017, "y": 0.953 }, "kind": "source-note", "text": "Evercommerce", "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 07:37:55.341+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b88e4e51-b1d4-4a0e-857c-57c56ca63887", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.68, "x": 0.099, "y": 0.101 }, "kind": "title", "text": "28% YoY Growth in Payments Revenue", "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 07:37:55.341+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a6091603-49af-4b1a-bfdb-72a653dcd4b6", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 7, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 6, "name": "Need", "beatId": "1a66e664-9cc0-4c8d-b73e-88ad1c24ad48", "matchId": "169c335b-6888-4ea6-840e-c641f6d56f87", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "28% YoY Growth in Payments Revenue and Growth Led by Core SaaS and Payments", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 14, "from": 4, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "0eb1887b-c572-4b8b-b74f-fc29a67b2df1", "evidence": "The presentation walks through a logic chain of growth initiatives, financial performance, and future outlook", "position": 0, "objective": "To demonstrate the company's growth and efficiency", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:12:16.573764+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 8, "type": "setup", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "dense", "densityScore": 74, "componentCount": 7, "textChars": 485, "nDataPoints": 2, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:37:56.534+00", "seconds": 4.553, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-3b0c-722a-bb3c-b7958e4ff50d/8", "deck": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d", "deckAnchor": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d#slide-8", "deckJson": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.26, "x": 0.2, "y": 0.78 }, "kind": "image", "text": "kickserv", "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 07:37:56.534+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "64713cbe-02ce-460a-a076-5bfeef81a40c", "parentComponentId": null }, { "bbox": { "h": 0.53, "w": 0.58, "x": 0.029, "y": 0.329 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:37:56.534+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e4b18f9-397d-4c71-90b0-0811ac819e7d", "parentComponentId": null }, { "bbox": { "h": 0.34, "w": 0.297, "x": 0.657, "y": 0.507 }, "kind": "list", "text": "RATIONALE\n• Payments attach upside\n• Fills a customer journey gap between Joist and Invoice Simple\n• Revenue acceleration opportunity leverage EVCM go-to-market engine.", "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 07:37:56.534+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "84fb1ca0-ef18-4def-b557-9b5a1f40631a", "parentComponentId": null }, { "bbox": { "h": 0.26, "w": 0.297, "x": 0.657, "y": 0.129 }, "kind": "list", "text": "KICKSERV ATTRIBUTES\n• System of action software for field service providers\n• Serves over 1,000 paying customers\n• Target customer: single-location businesses with 1-9 employees", "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 07:37:56.534+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d399d31e-206f-4d73-9232-fd5a1f503f96", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.52, "x": 0.055, "y": 0.202 }, "kind": "paragraph", "text": "Strategic Field Service Management (FSM) acquisition that complements our existing EverPro portfolio", "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 07:37:56.534+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fa012a9c-f45b-4084-bae5-50be6d80402e", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.11, "x": 0.018, "y": 0.95 }, "kind": "source-note", "text": "Evercommerce", "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 07:37:56.534+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9890dafa-b3ad-4707-b7ee-1b52fc6380eb", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.401, "x": 0.052, "y": 0.101 }, "kind": "title", "text": "Kickserv Acquisition", "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 07:37:56.534+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "acb5178c-14d8-429a-a772-dba574be4b58", "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": "b3a6fcd1-62a9-4692-be52-387ba78f343f", "evidence": "Target customer: single-location businesses with 1-9 employees", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:48:47.97956+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Value Proposition Canvas", "slug": "value-proposition-canvas", "status": "active", "bestFor": null, "canonId": "019dd956-85a9-713f-8a1c-b6e5af5cc6cd", "version": 1, "bodyDocId": null, "description": "Mapping customer jobs/pains/gains to your value proposition", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "89ef690d-b0bd-4546-a73e-8ad3642f7ff0", "evidence": "System of action software for field service providers", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 03:48:48.022056+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [ { "to": 14, "from": 4, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "0eb1887b-c572-4b8b-b74f-fc29a67b2df1", "evidence": "The presentation walks through a logic chain of growth initiatives, financial performance, and future outlook", "position": 0, "objective": "To demonstrate the company's growth and efficiency", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:12:16.573764+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 9, "type": "setup", "function": "introduce_nominees", "rawType": "nominee_bio", "block": null, "metadata": { "slideType": "nominee_bio", "slideTypeCanon": { "name": "Nominee bio", "slug": "nominee_bio", "status": "active", "canonId": "019de52d-1136-70ae-861a-f546f0c9d1ef", "version": 1, "description": null }, "function": "introduce_nominees", "functionCanon": { "name": "Introduce nominees", "slug": "introduce_nominees", "status": "active", "canonId": "019de52d-1833-77fe-ac47-5f26d823a84a", "version": 1, "description": null }, "density": "sparse", "densityScore": 10, "componentCount": 3, "textChars": 48, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:37:55.233+00", "seconds": 3.154, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-3b0c-722a-bb3c-b7958e4ff50d/9", "deck": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d", "deckAnchor": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d#slide-9", "deckJson": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d.json" }, "components": [ { "bbox": { "h": 0.028, "w": 0.18, "x": 0.336, "y": 0.67 }, "kind": "image", "text": "Evercommerce", "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 07:37:55.233+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "15d90174-cd3d-450c-8a24-ee4b3131d4aa", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.34, "x": 0.336, "y": 0.71 }, "kind": "paragraph", "text": "Marc Thompson", "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 07:37:55.233+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8d5d0fcb-ebfc-4976-b837-308b6ddab83f", "parentComponentId": null }, { "bbox": { "h": 0.028, "w": 0.34, "x": 0.336, "y": 0.75 }, "kind": "paragraph", "text": "Chief Financial Officer", "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 07:37:55.233+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ff018ee-5905-4ced-ba5b-b790b180c4f5", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [ { "to": 14, "from": 4, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "0eb1887b-c572-4b8b-b74f-fc29a67b2df1", "evidence": "The presentation walks through a logic chain of growth initiatives, financial performance, and future outlook", "position": 0, "objective": "To demonstrate the company's growth and efficiency", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:12:16.573764+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 10, "type": "setup", "function": "quantify_opportunity", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "quantify_opportunity", "functionCanon": { "name": "Quantify opportunity", "slug": "quantify_opportunity", "status": "active", "canonId": "019de52d-17e4-726f-aa15-83350acef1dd", "version": 1, "description": null }, "density": "dense", "densityScore": 54, "componentCount": 4, "textChars": 563, "nDataPoints": 10, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:37:56.76+00", "seconds": 4.384, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-3b0c-722a-bb3c-b7958e4ff50d/10", "deck": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d", "deckAnchor": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d#slide-10", "deckJson": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.35, "x": 0.15, "y": 0.287 }, "kind": "chart", "text": "Reported Revenue ($M)3; $158.1, $161.8, $161.1, $170.1, $174.7; 3Q22, 4Q22, 1Q23, 2Q23, 3Q23; Recurring + Re-occuring, 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": "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 07:37:56.76+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4d2af7a3-6c1c-4fcf-b445-a62d5c8add3f", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.409, "x": 0.527, "y": 0.458 }, "kind": "list", "text": "10.5% reported 3Q23 YoY Revenue growth; 10.3% Pro Forma 3Q23 YoY Revenue growth 1,2\n10.5% Reported YoY growth in Subscription and Transaction Revenue", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:37:56.76+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "faa94273-ca30-444b-a850-b70820f4f0fd", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.47, "x": 0.016, "y": 0.894 }, "kind": "source-note", "text": "1See Appendix for definition of Pro Forma Revenue Growth Rate.\n2Growth rate calculations include estimates for pre-acquisition GAAP Revenue\n3Recurring+Re-occurring vs. Other breakout presented pro-forma for the DrChrono reclassification disclosed in 3Q22", "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 07:37:56.76+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "16ca6cf1-973e-4a67-964f-81a77a17ca30", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.739, "x": 0.055, "y": 0.102 }, "kind": "title", "text": "Growth Led by Core SaaS and Payments", "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 07:37:56.76+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0a3860a8-f428-4565-af55-2be980331ff3", "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": "b0ecfff9-35c9-4f15-8424-ff25a3ae61a4", "evidence": "chart/bar-stacked: Reported Revenue ($M)3; $158.1, $161.8, $161.1, $170.1, $174.7; 3Q22, 4Q22, 1Q23, 2Q23, 3Q23; Recurring + Re-occuring, Other", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:55:18.402907+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": 13, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 10, "name": "Satisfaction", "beatId": "e5142322-46e0-4c11-aa43-37a99553868d", "matchId": "169c335b-6888-4ea6-840e-c641f6d56f87", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "Record aUFCF with 16% Margin and Growing FCF drives increasing liquidity and decreasing leverage", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 14, "from": 4, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "0eb1887b-c572-4b8b-b74f-fc29a67b2df1", "evidence": "The presentation walks through a logic chain of growth initiatives, financial performance, and future outlook", "position": 0, "objective": "To demonstrate the company's growth and efficiency", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:12:16.573764+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": 58, "componentCount": 5, "textChars": 379, "nDataPoints": 15, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:37:56.938+00", "seconds": 4.281, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-3b0c-722a-bb3c-b7958e4ff50d/11", "deck": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d", "deckAnchor": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d#slide-11", "deckJson": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d.json" }, "components": [ { "bbox": { "h": 0.51, "w": 0.45, "x": 0.055, "y": 0.29 }, "kind": "chart", "text": "Adjusted EBITDA ($M) 3Q22 $30.2, 4Q22 $35.2, 1Q23 $31.9, 2Q23 $38.8, 3Q23 $41.8", "attrs": {}, "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 07:37:56.938+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d9f4c730-814a-47b0-a46b-9d24eab8f08d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.408, "x": 0.529, "y": 0.629 }, "kind": "paragraph", "text": "3Q23 Adj. EBITDA beat aided by active cost management and timing", "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 07:37:56.938+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fc9376b7-aa1e-4d73-9299-0fbd3522559b", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.13, "x": 0.015, "y": 0.93 }, "kind": "source-note", "text": "¹See Appendix for definition", "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 07:37:56.938+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "61f194b7-5d9b-44a0-a5b0-8343221a7c3b", "parentComponentId": null }, { "bbox": { "h": 0.29, "w": 0.427, "x": 0.52, "y": 0.29 }, "kind": "table", "text": "Adj. Gross Profit Margin¹: 3Q22 63.5%, 4Q22 66.7%, 1Q23 65.3%, 2Q23 65.8%, 3Q23 64.8%; Adj. EBITDA Margin¹: 3Q22 19.1%, 4Q22 21.7%, 1Q23 19.8%, 2Q23 22.8%, 3Q23 23.9%", "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 07:37:56.938+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "391cf479-2451-46a7-8bc9-93e3f88a74bc", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.82, "x": 0.055, "y": 0.101 }, "kind": "title", "text": "Focus on Efficiency Drove Margin Expansion", "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 07:37:56.938+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5cd39658-c432-483d-bb3c-d1c69c2c6bfb", "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": "790d1c25-1881-4073-8cd7-36c43e2cf288", "evidence": "chart/bar-vertical: Adjusted EBITDA ($M) 3Q22 $30.2, 4Q22 $35.2, 1Q23 $31.9, 2Q23 $38.8, 3Q23 $41.8", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:55:18.481499+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": 13, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 10, "name": "Satisfaction", "beatId": "e5142322-46e0-4c11-aa43-37a99553868d", "matchId": "169c335b-6888-4ea6-840e-c641f6d56f87", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "Record aUFCF with 16% Margin and Growing FCF drives increasing liquidity and decreasing leverage", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 14, "from": 4, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "0eb1887b-c572-4b8b-b74f-fc29a67b2df1", "evidence": "The presentation walks through a logic chain of growth initiatives, financial performance, and future outlook", "position": 0, "objective": "To demonstrate the company's growth and efficiency", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:12:16.573764+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 12, "type": "setup", "function": "quantify_opportunity", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "quantify_opportunity", "functionCanon": { "name": "Quantify opportunity", "slug": "quantify_opportunity", "status": "active", "canonId": "019de52d-17e4-726f-aa15-83350acef1dd", "version": 1, "description": null }, "density": "dense", "densityScore": 66, "componentCount": 6, "textChars": 369, "nDataPoints": 14, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:37:57.476+00", "seconds": 4.539, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-3b0c-722a-bb3c-b7958e4ff50d/12", "deck": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d", "deckAnchor": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d#slide-12", "deckJson": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d.json" }, "components": [ { "bbox": { "h": 0.504, "w": 0.402, "x": 0.099, "y": 0.23 }, "kind": "chart", "text": "Levered Free Cash Flow (LFCF, $M) 3Q22: $9.1, 4Q22: $22.7, 1Q23: $7.8, 2Q23: $22.6, 3Q23: $21.3", "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 07:37:57.476+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6b7bc9d0-dd46-4a53-91e7-86c167df1586", "parentComponentId": null }, { "bbox": { "h": 0.504, "w": 0.402, "x": 0.549, "y": 0.23 }, "kind": "chart", "text": "Adjusted Unlevered Free Cash Flow¹ (aUFCF, $M) 3Q22: $22.0, 4Q22: $26.1, 1Q23: $22.4, 2Q23: $27.1, 3Q23: $31.3", "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 07:37:57.476+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cd38509e-513e-483c-bfdf-5891f6b8dc73", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.36, "x": 0.573, "y": 0.77 }, "kind": "list", "text": "3Q23 aUFCF of $31.3M\nLTM aUFCF of $106.8M, a 16.0% margin", "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 07:37:57.476+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0ae5ceb6-8571-4e1b-b591-862b7f2c55e4", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.36, "x": 0.08, "y": 0.77 }, "kind": "list", "text": "3Q23 LFCF of $21.3M\n$74.4M LTM LFCF, a 11.1% margin", "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 07:37:57.476+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aa1b1d74-cad4-421a-872a-2334ea1d543b", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.138, "x": 0.014, "y": 0.93 }, "kind": "source-note", "text": "¹See Appendix for definition", "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 07:37:57.476+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0824552b-cbc8-4ec8-94cc-617a49f874e6", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.609, "x": 0.053, "y": 0.103 }, "kind": "title", "text": "Record aUFCF with 16% Margin", "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 07:37:57.476+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8d918e39-02e8-47ba-9287-e246bd85def1", "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": "4319d36f-0f19-48d3-9e40-c3a943ea3b94", "evidence": "chart/bar-vertical: Adjusted Unlevered Free Cash Flow¹ (aUFCF, $M) 3Q22: $22.0, 4Q22: $26.1, 1Q23: $22.4, 2Q23: $27.1, 3Q23: $31.3", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:55:18.560408+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": 13, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 10, "name": "Satisfaction", "beatId": "e5142322-46e0-4c11-aa43-37a99553868d", "matchId": "169c335b-6888-4ea6-840e-c641f6d56f87", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "Record aUFCF with 16% Margin and Growing FCF drives increasing liquidity and decreasing leverage", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 14, "from": 4, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "0eb1887b-c572-4b8b-b74f-fc29a67b2df1", "evidence": "The presentation walks through a logic chain of growth initiatives, financial performance, and future outlook", "position": 0, "objective": "To demonstrate the company's growth and efficiency", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:12:16.573764+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": "dense", "densityScore": 57, "componentCount": 4, "textChars": 681, "nDataPoints": 10, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:37:59.052+00", "seconds": 4.791, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-3b0c-722a-bb3c-b7958e4ff50d/13", "deck": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d", "deckAnchor": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d#slide-13", "deckJson": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d.json" }, "components": [ { "bbox": { "h": 0.346, "w": 0.429, "x": 0.526, "y": 0.385 }, "kind": "list", "text": "Repurchased 160K shares during the quarter for $1.6M² at an average price of $9.83\nRepurchase authorization increased by $50M to $150M and extended through year-end 2024\n$66M remaining authorization as of 9/30/2023 after the increase\n$190M undrawn revolver capacity.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:37:59.052+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7dd2352a-0258-48ce-8395-dda586e58b1a", "parentComponentId": null }, { "bbox": { "h": 0.036, "w": 0.44, "x": 0.014, "y": 0.934 }, "kind": "source-note", "text": "1Credit Facility leverage is calculated using additional addbacks to Adjusted EBITDA allowed per the Company's Credit Agreement\n2Does not include commissions and other fees which may be incurred", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:37:59.052+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0cdf18b2-0955-4da4-adc9-4ab6649a3edf", "parentComponentId": null }, { "bbox": { "h": 0.346, "w": 0.446, "x": 0.048, "y": 0.385 }, "kind": "table", "text": "($M) Q3 2023 BALANCE SHEET Cash and cash equivalents $87 Debt, gross $539 Debt, net of cash and cash equivalents $452 LEVERAGE Credit facility leverage 1 2.5x", "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 07:37:59.052+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "50712406-8e8c-4a1e-82ae-c31ef5a41e37", "parentComponentId": null }, { "bbox": { "h": 0.139, "w": 0.869, "x": 0.052, "y": 0.109 }, "kind": "title", "text": "Growing FCF drives increasing liquidity and decreasing leverage", "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 07:37:59.052+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a7219f92-7d9a-4afb-bff1-9e082bec4169", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 13, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 10, "name": "Satisfaction", "beatId": "e5142322-46e0-4c11-aa43-37a99553868d", "matchId": "169c335b-6888-4ea6-840e-c641f6d56f87", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "Record aUFCF with 16% Margin and Growing FCF drives increasing liquidity and decreasing leverage", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 14, "from": 4, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "0eb1887b-c572-4b8b-b74f-fc29a67b2df1", "evidence": "The presentation walks through a logic chain of growth initiatives, financial performance, and future outlook", "position": 0, "objective": "To demonstrate the company's growth and efficiency", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:12:16.573764+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 14, "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": 33, "componentCount": 4, "textChars": 161, "nDataPoints": 8, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:37:58.107+00", "seconds": 3.53, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-3b0c-722a-bb3c-b7958e4ff50d/14", "deck": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d", "deckAnchor": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d#slide-14", "deckJson": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d.json" }, "components": [ { "bbox": { "h": 0.13, "w": 0.16, "x": 0.054, "y": 0.469 }, "kind": "list", "text": "Total Revenue\nAdjusted EBITDA", "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 07:37:58.107+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c0f8907c-d363-41b1-8119-5e3e11abd917", "parentComponentId": null }, { "bbox": { "h": 0.017, "w": 0.018, "x": 0.936, "y": 0.954 }, "kind": "source-note", "text": "14", "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 07:37:58.107+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b8a05070-3a60-4d21-b808-b6ddcee22128", "parentComponentId": null }, { "bbox": { "h": 0.239, "w": 0.432, "x": 0.499, "y": 0.387 }, "kind": "table", "text": "Q4 2023: Total Revenue $170-174M, Adjusted EBITDA $35.5-39.5M. FY 2023: Total Revenue $676-680M, Adjusted EBITDA $148-152M.", "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 07:37:58.107+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3d8cf76d-d708-4a4d-a9d1-6a53538d7102", "parentComponentId": null }, { "bbox": { "h": 0.046, "w": 0.166, "x": 0.054, "y": 0.101 }, "kind": "title", "text": "Outlook", "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 07:37:58.107+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "46594d64-e029-4d99-8224-db5d248d236a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 14, "name": "Action", "beatId": "fc5839d6-76b0-4938-8f72-0851c8a2688e", "matchId": "169c335b-6888-4ea6-840e-c641f6d56f87", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "Outlook", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 14, "from": 4, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "0eb1887b-c572-4b8b-b74f-fc29a67b2df1", "evidence": "The presentation walks through a logic chain of growth initiatives, financial performance, and future outlook", "position": 0, "objective": "To demonstrate the company's growth and efficiency", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:12:16.573764+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 15, "type": "appendix", "function": "other", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "sparse", "densityScore": 3, "componentCount": 2, "textChars": 15, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:37:57.062+00", "seconds": 2.204, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-3b0c-722a-bb3c-b7958e4ff50d/15", "deck": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d", "deckAnchor": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d#slide-15", "deckJson": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.29, "x": 0.35, "y": 0.54 }, "kind": "image", "text": "Evercommerce", "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 07:37:57.062+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "91aeb8f0-38ea-403b-88bf-fc2df1069be4", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.16, "x": 0.42, "y": 0.61 }, "kind": "title", "text": "Q&A", "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 07:37:57.062+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ca34263-f6ef-46ed-8ff7-7460a92123fb", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 16, "type": "appendix", "function": "appendix", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 0, "componentCount": 1, "textChars": 8, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:37:57.448+00", "seconds": 1.963, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-3b0c-722a-bb3c-b7958e4ff50d/16", "deck": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d", "deckAnchor": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d#slide-16", "deckJson": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.1966667, "x": 0.4016667, "y": 0.7833333 }, "kind": "title", "text": "Appendix", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:37:57.448+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b11a5a0b-542e-4b10-8cbe-81985382956f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 17, "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": 53, "componentCount": 3, "textChars": 984, "nDataPoints": 60, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:38:00.73+00", "seconds": 5.201, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-3b0c-722a-bb3c-b7958e4ff50d/17", "deck": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d", "deckAnchor": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d#slide-17", "deckJson": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d.json" }, "components": [ { "bbox": { "h": 0.036, "w": 0.29, "x": 0.048, "y": 0.916 }, "kind": "source-note", "text": "¹Calculated as a percentage of total Revenue as of the respective period presented\nNote: minor rounding differences may exist in the figures presented", "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 07:38:00.73+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "077f9971-1c92-4e2b-9815-d66a32ea8677", "parentComponentId": null }, { "bbox": { "h": 0.53, "w": 0.899, "x": 0.048, "y": 0.26 }, "kind": "table", "text": "Adjusted EBITDA ($ in 000s) Net Loss Q3 2022 ($15,853) Q4 2022 ($17,773) Q1 2023 ($20,775) Q2 2023 ($896) Q3 2023 ($614) LTM Q3 2022 ($46,776) Q3 2023 ($40,058) Adjusted to Exclude the Following: Interest and Other Expense, Net 8,890 12,832 15,188 4,761 6,666 25,919 39,447 Income Tax Expense (Benefit) (291) 1,273 299 (2,083) 241 (11,822) (270) Depreciation and Amortization 27,613 28,277 25,950 25,990 26,035 110,046 106,252 Other Amortization 1,093 1,197 1,309 1,444 1,431 3,921 5,381 Stock-based Compensation Expense 7,133 7,042 7,514 6,241 5,855 25,022 26,652 Acquisition Related and Non-Recurring Costs 1,570 2,334 2,453 3,341 2,190 6,833 10,318 Adjusted EBITDA $30,155 $35,182 $31,938 $38,798 $41,804 $113,143 $147,722 Adjusted EBITDA Margin ¹ 19.1% 21.7% 19.8% 22.8% 23.9% 19.0% 22.1%", "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 07:38:00.73+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9bca2093-7068-4c7d-8976-248f24ef40c9", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.846, "x": 0.055, "y": 0.103 }, "kind": "title", "text": "GAAP to Non-GAAP Adj EBITDA Reconciliation", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:38:00.73+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b0c12b5c-34d1-4485-943e-b7e61e3d587f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 18, "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": 51, "componentCount": 3, "textChars": 793, "nDataPoints": 30, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:38:00.985+00", "seconds": 5.293, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-3b0c-722a-bb3c-b7958e4ff50d/18", "deck": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d", "deckAnchor": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d#slide-18", "deckJson": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.81, "x": 0.025, "y": 0.915 }, "kind": "source-note", "text": "'Gross profit is calculated as total revenues less cost of revenues (exclusive of depreciation and amortization), amortization of developed technology, amortization of capitalized software and depreciation expense (allocated to cost of revenues).\nNote: minor rounding differences may exist in the figures presented", "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 07:38:00.985+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "316c7ed3-f112-4d61-956c-c5b1c18424a2", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.95, "x": 0.025, "y": 0.32 }, "kind": "table", "text": "Adjusted Gross Profit\n($in 000s)\nGross Profit\nAdjusted to Exclude the Following:\nDepreciation and Amortization\nAdjusted Gross Profit\nAdjusted Gross Profit Margin\nQ3 2022 Q4 2022 Q1 2023 Q2 2023 Q3 2023\n$95,027 $101,275 $99,281 $105,772 $106,886\n5,444 6,651 5,909 6,095 6,384\n$100,471 $107,926 $105,190 $111,867 $113,270\n63.5% 66.7% 65.3% 65.8% 64.8%\nLTM\nQ3 2022 Q3 2023\n$366,655 $413,214\n21,697 25,039\n$388,352 $438,253\n65.3% 65.6%", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:38:00.985+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "239e2a02-9c84-454f-81fb-f970bf003ef9", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.83, "x": 0.058, "y": 0.102 }, "kind": "title", "text": "GAAP to Non-GAAP Adj Gross Profit Reconciliation", "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 07:38:00.985+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "213838d2-6f76-4c1c-8126-b2c026ff3052", "parentComponentId": null } ], "metrics": [], "tools": [], "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": 55, "componentCount": 3, "textChars": 1272, "nDataPoints": 100, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:38:01.489+00", "seconds": 5.753, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-3b0c-722a-bb3c-b7958e4ff50d/19", "deck": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d", "deckAnchor": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d#slide-19", "deckJson": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.406, "x": 0.02, "y": 0.917 }, "kind": "source-note", "text": "¹Calculated as a percentage of total revenue as of the respective period presented\nNote: minor rounding differences may exist in the figures presented", "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 07:38:01.489+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7196dcfb-fb69-49c5-9bf6-c156d350f573", "parentComponentId": null }, { "bbox": { "h": 0.702, "w": 0.88, "x": 0.068, "y": 0.19 }, "kind": "table", "text": "Levered and Adjusted Unlevered Free Cash Flow ($ in 000s) Q3 2022 Q4 2022 Q1 2023 Q2 2023 Q3 2023 LTM Q3 2022 Q3 2023 Cash Flow from Operations $13,610 $27,191 $12,700 $28,446 $27,441 $61,421 $95,778 Adjusted for the Following: Purchase of PP&E (590) (411) (476) (725) (939) (3,326) (2,551) Capitalized Software Costs (3,948) (4,074) (4,381) (5,103) (5,242) (14,066) (18,800) Levered Free Cash Flow $9,072 $22,706 $7,843 $22,617 $21,260 $44,029 $74,426 LFCF Margin¹ 5.7% 14.0% 4.9% 13.3% 12.2% 7.4% 11.1% Adjusted EBITDA $30,155 $35,183 $31,937 $38,798 $41,804 $113,143 $147,722 Adjusted for the Following: Acquisition Related and Non-Recurring Costs (1,570) (2,335) (2,453) (3,341) (2,190) (6,833) (10,319) Purchase of PP&E (590) (411) (476) (725) (939) (3,326) (2,551) Capitalized Software Costs (3,948) (4,074) (4,381) (5,103) (5,242) (14,067) (18,800) Capitalized Commissions (2,035) (2,267) (2,254) (2,575) (2,182) (7,481) (9,278) Adjusted Unlevered Free Cash Flow $22,012 $26,095 $22,373 $27,053 $31,251 $81,438 $106,772 Adjusted aUFCF Margin ¹ 13.9% 16.1% 13.9% 15.9% 17.9% 13.7% 16.0%", "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 07:38:01.489+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "33f47016-b75b-49a0-98da-3f9a7afbaa64", "parentComponentId": null }, { "bbox": { "h": 0.069, "w": 0.579, "x": 0.056, "y": 0.09 }, "kind": "title", "text": "aUFCF and LFCF Reconciliations", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:38:01.489+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b5e9bce5-8bb8-4596-8e91-78815947caa4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 20, "type": "setup", "title": "The table includes footnotes explaining specific adjustments for stock-based compensation and severance payments.", "function": "decompose_segments", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "version": 1, "description": null }, "function": "decompose_segments", "functionCanon": { "name": "Decompose segments", "slug": "decompose_segments", "status": "active", "canonId": "019de52d-14f1-74f8-be75-beb0be1135ec", "version": 1, "description": null }, "density": "dense", "densityScore": 55, "componentCount": 3, "textChars": 1521, "nDataPoints": 105, "notes": "The table includes footnotes explaining specific adjustments for stock-based compensation and severance payments.", "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:38:02.387+00", "seconds": 6.589, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-3b0c-722a-bb3c-b7958e4ff50d/20", "deck": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d", "deckAnchor": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d#slide-20", "deckJson": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d.json" }, "components": [ { "bbox": { "h": 0.044, "w": 0.507, "x": 0.018, "y": 0.909 }, "kind": "source-note", "text": "1 Includes approximately $0.1M of stock-based compensation expense recorded to cost of revenues\n2 Includes approx. 400k of severance payments recorded to cost of revenues\nNote: minor rounding differences may exist in the figures presented", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:38:02.387+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "51511751-20e8-47bd-8ab9-9dfffd44c3f1", "parentComponentId": null }, { "bbox": { "h": 0.702, "w": 0.839, "x": 0.101, "y": 0.179 }, "kind": "table", "text": "Adjusted Operating Expenses\n($ in 000s)\nSales and Marketing\nQ3 2022 $29,440\nQ4 2022 $29,528\nQ1 2023 $30,899\nQ2 2023 $30,674\nQ3 2023 $30,086\nLTM Q3 2022 $115,673\nLTM Q3 2023 $121,187\nAdjusted for the Following:\nStock-based Compensation Expense (380) (376) (402) (477) (402) (1,334) (1,657)\nOther Amortization (1,093) (1,197) (1,309) (1,444) (1,431) (3,922) (5,381)\nAcquisition Related and Non-Recurring Costs (56) (49) (5) (110)\nAdjusted Sales and Marketing $27,967 $27,899 $29,188 $28,704 $28,248 $110,417 $114,039\nProduct Development $18,508 $18,054 $18,703 $18,332 $19,318 $67,991 $74,407\nAdjusted for the Following:\nStock-based Compensation Expense (501) (465) (562) (604) (642) (1,618) (2,273)\nAcquisition Related and Non-Recurring Costs (47) (114) (161)\nAdjusted Product Development $18,007 $17,542 $18,141 $17,728 $18,562 $66,373 $71,973\nGeneral and Administrative $32,164 $35,736 $34,926 $35,089 $31,538 $127,321 $137,289\nAdjusted for the Following:\nStock-based Compensation Expense (6,252)¹ (6,201)¹ (6,549)¹ (5,159)¹ (4,811)¹ (22,070) (22,720)\nAcquisition Related and Non-Recurring Costs (1,570) (2,232)² (2,453) (3,293) (2,073) (6,834) (10,051)\nAdjusted General and Administrative $24,342 $27,303 $25,924 $26,637 $24,654 $98,417 $104,518", "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 07:38:02.387+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ac95d298-2820-4a02-a74f-5aae3acceab5", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.799, "x": 0.059, "y": 0.101 }, "kind": "title", "text": "GAAP to Non-GAAP OpEx Reconciliation", "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 07:38:02.387+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d1c4e3a8-e54d-47b5-a83b-3397b5c433d8", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 21, "type": "appendix", "function": "appendix", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 81, "componentCount": 7, "textChars": 4497, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:38:03.151+00", "seconds": 7.01, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-3b0c-722a-bb3c-b7958e4ff50d/21", "deck": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d", "deckAnchor": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d#slide-21", "deckJson": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d.json" }, "components": [ { "bbox": { "h": 0.099, "w": 0.935, "x": 0.034, "y": 0.42 }, "kind": "paragraph", "text": "Pro Forma Revenue Growth Rate: Our year-over-year Pro Forma Revenue Growth Rate is calculated as though all acquisitions closed as of the end of the latest period were closed as of the first day of the prior year period presented. In calculating Pro Forma Revenue Growth Rate, we add the revenue from acquisitions for the reporting periods prior to the date of acquisition (including estimated purchase accounting adjustments) to our results of operations, and then calculate our revenue growth rate between the two reported periods. As a result, Pro Forma Revenue Growth Rate includes pro forma revenue from businesses acquired during the period, including revenue generated during periods when we did not yet own the acquired businesses.", "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 07:38:03.151+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "141cd356-66de-49d8-aa91-265c052f79d6", "parentComponentId": null }, { "bbox": { "h": 0.049, "w": 0.935, "x": 0.034, "y": 0.227 }, "kind": "paragraph", "text": "Adjusted Gross Profit: Adjusted Gross Profit is calculated as gross profit adjusted to exclude depreciation and amortization allocated to cost of revenues. Gross profit is calculated as total revenues less cost of revenues (exclusive of depreciation and amortization), amortization of developed technology, amortization of capitalized software and depreciation expense (allocated to cost of revenues).", "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 07:38:03.151+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "461f55fa-90e5-44d2-abb4-6d39e5af7885", "parentComponentId": null }, { "bbox": { "h": 0.049, "w": 0.935, "x": 0.034, "y": 0.77 }, "kind": "paragraph", "text": "Annualized Net Revenue Retention: The percentage of recurring revenue retained from existing customers over a 12 month period. It takes into account revenue increases from upsell and cross-sell, as well as revenue decreases from downgrades and cancellation.", "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 07:38:03.151+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "475130bd-5623-4caa-87e4-957a322859f9", "parentComponentId": null }, { "bbox": { "h": 0.099, "w": 0.935, "x": 0.034, "y": 0.303 }, "kind": "paragraph", "text": "Adjusted EBITDA: Adjusted EBITDA is calculated as net income (loss), adjusted to exclude interest and other expense, net, income tax expense (benefit), loss on debt extinguishment, depreciation and amortization, other amortization, acquisition-related and non-recurring costs, and stock-based compensation. Other amortization includes amortization for capitalized contract acquisition costs. Non-recurring costs are specific deal-related costs such as legal fees, financial and tax due diligence, consulting and escrow fees as well as expenses such as system implementation costs and severance related to planned restructuring activities. Non-recurring costs are excluded as they are not representative of our underlying operating performance.", "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 07:38:03.151+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "79fcfb67-671d-4d47-ae60-e8718f405f6e", "parentComponentId": null }, { "bbox": { "h": 0.099, "w": 0.935, "x": 0.034, "y": 0.846 }, "kind": "paragraph", "text": "Adjusted Unlevered Free Cash Flow: Adjusted Unlevered Free Cash Flow (aUFCF) is calculated as Adjusted EBITDA, less acquisition-related costs, other non-recurring costs, purchases of PP&E, capitalized software costs, and capitalized commissions. Acquisition-related costs, other non-recurring costs, capitalized software costs and capitalized commissions are costs that are excluded from Adjusted EBITDA but are cash costs and as such are included in the aUFCF calculation. Acquisition-related costs are specific deal-related costs such as legal fees, financial and tax due diligence, consulting and escrow fees. Other non-recurring costs are expenses such as system implementation costs and severance related to planned restructuring activities.", "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 07:38:03.151+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f240b295-5bc9-4ccd-8198-81a4ef52cdbf", "parentComponentId": null }, { "bbox": { "h": 0.219, "w": 0.935, "x": 0.034, "y": 0.537 }, "kind": "paragraph", "text": "CLTV / CAC Ratio and Payback Period: Customer lifetime value (CLTV) is the average revenue per customer over the number of months in the customer lifetime, net of cost of revenue (exclusive of depreciation and amortization). We calculate lifetime value of a customer using a projected average customer lifetime, which we extrapolate by taking actual customer retention data for months 1-24 of a customer's lifetime and projecting customer retention data beyond month 24 using a monthly average rate of change over the prior 12 months. We then total the amount that an average customer produces in monthly revenue across the number of months in our projected average customer lifetime, and apply a gross margin factor, calculated as revenues less cost of revenues (exclusive of depreciation and amortization), to estimate a lifetime value. We calculate our customer acquisition costs (CAC) as the total of all of our direct sales and marketing expenses associated with acquiring new customers for a fiscal year divided by the total number of new customers acquired during such fiscal year. Direct sales and marketing expenses include fully loaded salary and commission as well as advertising costs. We have excluded certain overhead costs allocated to the sales and marketing department including but not limited to professional fees, recruiting, and office supplies as they are not costs that are directly related to acquiring incremental customers. Customer acquisition costs are calculated as if acquisitions that were closed during the periods presented were closed on the first day of the period.", "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 07:38:03.151+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fcc071c5-7f4c-4139-ac24-c669b8b84fb5", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.229, "x": 0.039, "y": 0.102 }, "kind": "title", "text": "Definitions", "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 07:38:03.151+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ff651278-ed19-4bf8-a6e9-7989e9810b53", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 22, "type": "appendix", "function": "appendix", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "dense", "densityScore": 74, "componentCount": 6, "textChars": 1305, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:38:01.87+00", "seconds": 5.047, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-3b0c-722a-bb3c-b7958e4ff50d/22", "deck": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d", "deckAnchor": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d#slide-22", "deckJson": "/decks/019de517-3b0c-722a-bb3c-b7958e4ff50d.json" }, "components": [ { "bbox": { "h": 0.029, "w": 0.16, "x": 0.017, "y": 0.943 }, "kind": "image", "text": "Evercommerce", "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 07:38:01.87+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bbcc3abf-e4bb-4d07-a493-ea408c0346bc", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.93, "x": 0.034, "y": 0.299 }, "kind": "paragraph", "text": "Adjusted Operating Expenses: Adjusted Operating Expenses (Sales and Marketing, Product Development, and General and Administrative) are calculated as reported operating expense, adjusted to exclude stock-based compensation, other amortization, and acquisition-related and other non-recurring costs. Other amortization includes amortization for capitalized contract acquisition costs. Acquisition-related costs are specific deal-related costs such as legal fees, financial and tax due diligence, consulting and escrow fees. Other non-recurring costs are expenses such as system implementation costs and severance related to planned restructuring activities. Acquisition-related costs and other non-recurring costs are excluded as they are not representative of our underlying operating performance.", "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 07:38:01.87+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6ca2acee-37b0-419d-aa7a-ba15df57e369", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.93, "x": 0.034, "y": 0.228 }, "kind": "paragraph", "text": "Levered Free Cash Flow: Levered Free Cash Flow (LFCF) is calculated as Cash Flow from Operations, adjusted for purchases of PP&E and capitalized software costs. Purchases of PP&E and capitalized software costs are cash expenses unrelated to financing activities and as such are included in the definition of LFCF.", "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 07:38:01.87+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7c31962f-cb04-4dc7-bd69-7c02c49f01ef", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.93, "x": 0.034, "y": 0.436 }, "kind": "paragraph", "text": "Total Payments Volume (\"TPV\"): Total Payments Volume is the annualized run rate volume of payments processed by an EverCommerce customer through an EverCommerce solution.", "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 07:38:01.87+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8d30adde-9d46-4184-8b4d-74a62f91a28f", "parentComponentId": null }, { "bbox": { "h": 0.018, "w": 0.019, "x": 0.953, "y": 0.953 }, "kind": "source-note", "text": "22", "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 07:38:01.87+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9a6a54a8-c4f5-4b65-8d95-b654aaf8d72b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.299, "x": 0.054, "y": 0.101 }, "kind": "title", "text": "Definitions", "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 07:38:01.87+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "632cd481-8eef-489b-bfa4-5df3e145d3b5", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 4, "to": 5, "label": "Attention", "description": "Q3 2023 Highlights and Strategic Initiatives are Accelerating Cross-Sell" }, { "from": 6, "to": 7, "label": "Need", "description": "28% YoY Growth in Payments Revenue and Growth Led by Core SaaS and Payments" }, { "from": 10, "to": 13, "label": "Satisfaction", "description": "Record aUFCF with 16% Margin and Growing FCF drives increasing liquidity and decreasing leverage" }, { "from": 14, "to": 14, "label": "Action", "description": "Outlook" } ], "loops": [ { "from": 4, "to": 14, "label": "Logic Chain", "description": "To demonstrate the company's growth and efficiency" } ] }