{ "schemaVersion": "deck-intelligence.v1", "id": "019de517-dc1f-77a8-9725-c5687b130bcc", "slug": "81d65446518e3c6cbf953e242045279f", "title": "ModivCare | Investor Conference Presentation Deck | 15 slides", "subtitle": "ModivCare · 2024-01", "author": "ModivCare", "date": "2024-01-01 00:00:00", "pageCount": 15, "kind": "conference-presentation", "orientation": "landscape", "aspectRatio": 1.7777778, "document": { "id": "019de517-dc1f-77a8-9725-c5687b130bcc", "slug": "81d65446518e3c6cbf953e242045279f", "title": "ModivCare | Investor Conference Presentation Deck | 15 slides", "rawTitle": "ModivCare | Investor Conference Presentation Deck | 15 slides", "authorId": "modivcare", "authorName": "ModivCare", "authorDisplay": "ModivCare", "kind": { "slug": "conference-presentation", "label": "Conference presentation" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2024-01__modivcare__investor-conf__81d65446.pdf", "sourceUrl": "https://www.slidebook.io/company/modivcare/presentation/81d65446518e3c6cbf953e242045279f/", "sourceDate": "2024-01-15 00:00:00", "presentationDate": "2024-01-01 00:00:00", "ingestedAt": "2026-05-01 19:50:39.479866+00", "status": "ready", "pageCount": 15, "orientation": "landscape", "aspectRatio": 1.7777778, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "medical-care-facilities", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2024-01__modivcare__investor-conf__81d65446", "image_width": 1920, "image_format": "jpg", "deck_type_raw": "Investor Conference Presentation Deck", "deck_type_slug": null, "source_url_pattern": "https://www.slidebook.io/company/{company_slug}/presentation/{deck_id}/" } }, "coverage": { "pageCount": 15, "pagesIndexed": 15, "pagesWithImages": 15, "pagesWithMetadata": 15, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 124, "chartCount": 4, "metricSlides": 0, "toolMatches": 7, "documentToolMatches": 0, "frameworkMatches": 0, "arcMatches": 1, "beatMatches": 4, "loopMatches": 2, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "2c3f19fb-0036-42eb-a064-3a4e48436f34", "evidence": "The presentation includes slides typical of a Sequoia Pitch, such as market size, product, solution, and financials.", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 23:14:15.032353+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 6, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 3, "name": "Problem", "beatId": "63c10b1e-5fac-4133-8b30-9775f9133bab", "matchId": "2c3f19fb-0036-42eb-a064-3a4e48436f34", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The problem is presented in slides 3-6, highlighting the complex and costly chronic populations.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 9, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 7, "name": "Solution", "beatId": "3b193718-1b17-48b8-9bad-1c4d3c8c781d", "matchId": "2c3f19fb-0036-42eb-a064-3a4e48436f34", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The solution is presented in slides 7-9, focusing on leveraging trusted touchpoints.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 13, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 8, "name": "Financials", "beatId": "ea961aa7-6ee7-4e67-903a-40a8e439baad", "matchId": "2c3f19fb-0036-42eb-a064-3a4e48436f34", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Financial overviews and reconciliations are detailed in slides 8-13.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 4, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 4, "name": "Team", "beatId": "87e23174-8d47-4732-bd71-7cb822453c29", "matchId": "2c3f19fb-0036-42eb-a064-3a4e48436f34", "beatType": { "name": "Team", "slug": "sequoia-pitch-team", "status": "active", "canonId": "019dd9b8-23c9-746f-aaf9-2f5d83892cf3", "version": 1, "description": null }, "evidence": "The highly experienced leadership team is introduced in slide 4.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 9, "from": 3, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null, "categoryName": "Vision", "categorySlug": "vision" }, "matchId": "7bdd3081-4138-4a91-a24b-96078318cbd8", "evidence": "The presentation follows the golden circle framework, starting with 'why' (slides 3-6), then 'how' (slide 7), and 'what' (slides 8-9).", "position": 0, "objective": "Why ModivCare's solution is necessary", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:14:15.25453+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 9, "from": 6, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null, "categoryName": "Urgency", "categorySlug": "urgency" }, "matchId": "c25f16d7-c7da-4d74-b4e7-4422dd6e5cc4", "evidence": "The complication and solution slides imply the cost of inaction.", "position": 1, "objective": "Highlighting the cost of not acting", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:14:15.298471+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": "1f6c73a9-8f79-4947-a2aa-46610ebba3e7", "evidence": "title/headline, image/logo, and basic information", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:59:43.730807+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": "Map / spatial", "slug": "map-spatial", "status": "active", "bestFor": null, "canonId": "019dd9e1-4f52-724d-8b4e-b5ed8925a0a0", "version": 1, "bodyDocId": null, "description": "Geographic or spatial visualisation.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "8fef5ae9-bded-4f25-8b1e-67366bc21da5", "evidence": "image/map showing US states with services and company HQ location", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:59:43.840321+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "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": "dd583549-6c7a-4f06-860d-ef97476e114c", "evidence": "The slide presents a detailed reconciliation of Adjusted EBITDA, starting from Net income (loss) and adding back various adjustments, which is a classic waterfall chart structure.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:59:50.615994+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": "8071fa27-199e-48b5-bb2d-5e21354d3ffd", "evidence": "The slide presents a detailed reconciliation of Adjusted EBITDA, starting from Service revenue, net and adding back various adjustments, which is a classic waterfall chart structure.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:59:50.691881+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e571528c-3556-41ec-8f33-74ae53d79cfa", "evidence": "The slide presents a detailed reconciliation of Adjusted EBITDA, starting from Net income (loss) and adding back various adjustments, which is a classic waterfall chart structure, for multiple periods.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:59:50.766287+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "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": "035ba49a-b9cf-4ccc-a61b-19c59d00ba47", "evidence": "The slide presents a detailed reconciliation of Adjusted EBITDA, starting from Net income (loss) and adding back various adjustments, which is a classic waterfall chart structure.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:59:50.839846+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "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": "dcf61259-1dec-48eb-a0b8-07732a6fabd6", "evidence": "The slide presents a detailed reconciliation of Adjusted EBITDA, starting from Net income (loss) and adding back various adjustments, which is a classic waterfall chart structure, for multiple segments.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:59:50.912906+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "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/UoxanwiJeYdqybauI5CKcMpWzXVslO_xFKjOi7kj3-8/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy84MWQ2NTQ0NjUxOGUzYzZjYmY5NTNlMjQyMDQ1Mjc5Zi9wMDAxLmpwZw", "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": 23, "componentCount": 4, "textChars": 93, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:10:05.788+00", "seconds": 4.238, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-dc1f-77a8-9725-c5687b130bcc/1", "deck": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc", "deckAnchor": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc#slide-1", "deckJson": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc.json" }, "components": [ { "bbox": { "h": 0.079, "w": 0.209, "x": 0.049, "y": 0.12 }, "kind": "image", "text": "Modivcare logo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:05.788+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c32989fd-e1bb-4d73-8d8f-39f7a109c66a", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.139, "x": 0.69, "y": 0.539 }, "kind": "paragraph", "text": "January 2024", "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 07:10:05.788+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5a30ceaf-4ef7-483e-8acc-029cfb65687b", "parentComponentId": null }, { "bbox": { "h": 0.018, "w": 0.149, "x": 0.69, "y": 0.643 }, "kind": "source-note", "text": "© 2024 Modivcare® Inc.", "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 07:10:05.788+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e199e67-fb36-4766-96f1-101f0e6b1b4c", "parentComponentId": null }, { "bbox": { "h": 0.169, "w": 0.279, "x": 0.69, "y": 0.302 }, "kind": "title", "text": "42nd Annual\nJ.P. Morgan Healthcare\nConference", "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 07:10:05.788+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e9c4560-f258-434b-9e10-98378e8b7c04", "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": "1f6c73a9-8f79-4947-a2aa-46610ebba3e7", "evidence": "title/headline, image/logo, and basic information", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:59:43.730807+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/sSo6DFprmHSMh-8voLgSkeo6RzzCkhLcm5CZ0fTmAHA/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy84MWQ2NTQ0NjUxOGUzYzZjYmY5NTNlMjQyMDQ1Mjc5Zi9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/N76kbiAeYWrCtw0rr2NgGyDXn-qiUL_op-7g4do50Ug/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy84MWQ2NTQ0NjUxOGUzYzZjYmY5NTNlMjQyMDQ1Mjc5Zi9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/fhBgfWkIEvQb22ClX5qjte8F-a2MXGGkezk7u6wNNUc/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy84MWQ2NTQ0NjUxOGUzYzZjYmY5NTNlMjQyMDQ1Mjc5Zi9wMDAxLnBuZw" }, { "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": 75, "componentCount": 6, "textChars": 10661, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:10:12.983+00", "seconds": 10.96, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-dc1f-77a8-9725-c5687b130bcc/2", "deck": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc", "deckAnchor": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc#slide-2", "deckJson": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc.json" }, "components": [ { "bbox": { "h": 0.31, "w": 0.964, "x": 0.018, "y": 0.115 }, "kind": "disclaimer", "text": "Certain statements contained in this presentation constitute \"forward-looking statements\" within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are predictive in nature and are frequently identified by the use of terms such as \"may,\" \"will,\" \"should,\" \"expect,\" \"believe,\" \"estimate,\" \"intend,\" and similar words indicating possible future expectations, events or actions. The updated outlook discussed herein constitutes forward-looking statements. Such forward-looking statements are based on current expectations, assumptions, estimates and projections about our business and our industry, and are not guarantees of our future performance. These statements are subject to a number of known and unknown risks, uncertainties and other factors, many of which are beyond our ability to control or predict, which may cause actual results to be materially different from those expressed or implied herein, including but not limited to: government or private insurance program funding reductions or limitations; implementation of alternative payment models or the transition of Medicaid and Medicare beneficiaries to Managed Care Organizations; our inability to control reimbursement rates received for our services; cost containment initiatives undertaken by private third-party payors and an inability to maintain or reduce our cost of services below rates set forth by our payors; the effects of a public health emergency; inadequacies in our information technology systems; changes in the funding, financial viability or our relationships with our payors; pandemics and other infectious diseases; disruptions to our contact center operations caused by health epidemics or pandemics; delays in collection of our accounts receivable; any impairment of our goodwill and long-lived assets; any failure to maintain or to develop reliable, efficient and secure information technology systems; any inability to attract and retain qualified employees; any disruptions from acquisition or acquisition integration efforts; estimated income taxes being different from income taxes that we ultimately pay; our contracts not surviving until the end of their stated terms, or not being renewed or extended; our failure to compete effectively in the marketplace; our not being awarded contracts through the government's requests for proposals process, or our awarded contracts not being profitable; any failure to satisfy our contractual obligations or to maintain existing pledged performance and payment bonds; any failure to estimate accurately the cost of performing our contracts; any misclassification of the drivers we engage as independent contractors rather than as employees; significant interruptions in our communication and data services; not successfully executing on our strategies in the face of our competition; any inability to maintain relationships with existing patient referral sources; certificates of need laws or other regulatory and licensure obligations that may adversely affect our personal care integration efforts and expansion into new markets; any failure to obtain the consent of the New York Department of Health to manage the day to day operations of our licensed in-home personal care services agency business; changes in the case-mix of our personal care patients, or changes in payor mix or payment methodologies; our loss of existing favorable managed care contracts; our experiencing labor shortages in qualified employees and management; labor disputes or disruptions, in particular in New York; becoming subject to malpractice or other similar claims; our operating in the competitive remote patient monitoring industry, and failing to develop and enhance related technology applications; any failure to innovate and provide services that are useful to customers and to achieve and maintain market acceptance; our lack of sole decision-making authority with respect to our minority investment in Matrix and any failure by Matrix to achieve positive financial position and results of operations; the cost of our compliance with laws; changes to the regulatory landscape applicable to our businesses; changes in budgetary priorities of the government entities or private insurance programs that fund our services; regulations relating to privacy and security of patient and service user information; actions for false claims or recoupment of funds; civil penalties or loss of business for failing to comply with bribery, corruption and other regulations governing business with public organizations; changes to, or violations of, licensing regulations; our contracts being subject to audit and modification by the payors with whom we contract; a loss of Medicaid coverage by a significant number of Medicaid beneficiaries following the expiration of the COVID-19 public health emergency under the Families First Coronavirus Response Act (2020); our existing debt agreements containing restrictions that limit our flexibility in operating our business; our substantial indebtedness and lease obligations; any loss of available financing alternatives; our ability to incur substantial additional indebtedness; and the results of the remediation of our identified material weaknesses in internal control over financial reporting. The Company has provided additional risk factors related information in our most recently filed annual report on Form 10-K and subsequent filings with the Securities and Exchange Commission that could impact future performance. You are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date the statements were made. We undertake no obligation to update or revise any forward-looking statements contained in this presentation, whether as a result of new information, future events or otherwise, except as required by applicable law.", "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 07:10:12.983+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2f623e7a-04d9-4741-b180-ee7d11711b60", "parentComponentId": null }, { "bbox": { "h": 0.269, "w": 0.964, "x": 0.018, "y": 0.516 }, "kind": "disclaimer", "text": "In addition to the financial measures prepared in accordance with generally accepted accounting principles in the United States (\"GAAP\"), this investor presentation includes presentations of EBITDA, Adjusted EBITDA, Adjusted EBITDA margin, and Adjusted G&A Expense for the Company and its segments, and Adjusted EPS for the Company, all of which are performance measures that are not recognized under GAAP, as well as free cash flow for the Company, which is a liquidity measure that is not recognized under GAAP. EBITDA is defined as net income (loss) before: (1) interest expense, net, (2) provision (benefit) for income taxes and, (3) depreciation and amortization. Adjusted EBITDA is calculated as EBITDA before (as applicable): (1) restructuring and related costs, (2) transaction and integration costs, (3) settlement related costs, (4) cash settled equity, (5) stock-based compensation, (6) impairment of goodwill, (7) COVID-19 related costs, net of grant income, and (8) equity in net (income) loss of investee, net of tax. Adjusted EBITDA margin is calculated as Adjusted EBITDA, divided by service revenue, net. Adjusted G&A Expense is calculated as G&A expense before (as applicable): (1) restructuring and related costs, (2) transaction and integration costs, (3) settlement related costs and (4) stock-based compensation. Adjusted EPS is calculated as Adjusted Net Income divided by the diluted weighted-average number of common shares outstanding as calculated for Adjusted Net Income. Free cash flow is calculated as cash flow from operations less our applicable capital expenditures included in our purchase of property and equipment line in our Statements of Cash Flows. Reconciliations of the non-GAAP financial measures to their most directly comparable GAAP financial measures are included at the end of this presentation. We do not provide an updated outlook for net income (loss) in this presentation on a basis consistent with GAAP or a reconciliation of forward-looking non-GAAP financial measures to their most directly comparable GAAP financial measures on a forward-looking basis because we are unable to predict items contained in the GAAP financial measures without unreasonable efforts. Our non-GAAP performance measures exclude expenses and amounts that are not driven by our core operating results and may be one time in nature. Excluding these expenses makes comparisons with prior periods as well as to other companies in our industry more meaningful. We believe such measures allow investors to gain a better understanding of the factors and trends affecting the ongoing operations of our business. We consider our core operations to be the ongoing activities to provide services from which we earn revenue, including direct operating costs and indirect costs to support these activities. As a result, our net income or loss in equity investee is excluded from these measures, as we do not have the ability to manage the venture, allocate resources within the venture, or directly control its operations or performance. Our non-GAAP liquidity measure is included because it reflects an additional way of viewing our liquidity that, when viewed together with our GAAP results, provides management, investors, and other users of our financial information with a more complete understanding of factors and trends affecting our cash flows. Our use of the term free cash flow is not intended to imply, and no inference should be made, however, that the reported amounts are free to be used without restriction for discretionary expenditures, as our use of these funds may be restricted by the terms of our outstanding indebtedness, including our credit facility, and otherwise earmarked for other non-discretionary expenditures. Our non-GAAP financial measures may not provide information that is directly comparable to that provided by other companies in our industry, as other companies in our industry may calculate non-GAAP financial measures differently. In addition, there are limitations in using non-GAAP financial measures because they are not prepared in accordance with GAAP, may be different from non-GAAP financial measures used by other companies, and exclude expenses that may have a material impact on our reported financial results. The presentation of non-GAAP financial measures is not intended to be considered in isolation from or as a substitute for the most directly comparable financial measures prepared in accordance with GAAP. We urge you to review the reconciliations of our non-GAAP financial measures to the most directly comparable GAAP financial measures included below, and not to rely on any single financial measure to evaluate our business.", "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 07:10:12.983+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "87d840c9-5821-4bdc-9c01-6f7c9af46dea", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.119, "x": 0.859, "y": 0.93 }, "kind": "source-note", "text": "© 2024 Modivcare® Inc.", "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 07:10:12.983+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "957fd00e-9073-4f95-b67b-a39ec8b9245f", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.005, "x": 0.973, "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 07:10:12.983+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "abcf03b1-498d-40f1-8d12-848db1fe085e", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.59, "x": 0.018, "y": 0.463 }, "kind": "title", "text": "Non-GAAP Financial Information", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:12.983+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7737f300-4c34-4ddc-a235-2f19abad999f", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.59, "x": 0.018, "y": 0.062 }, "kind": "title", "text": "Forward Looking Statements", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:12.983+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7badf504-5c99-47e5-82cf-8e1ad2139809", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "type": "setup", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 92, "componentCount": 13, "textChars": 806, "nDataPoints": 13, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:10:12.164+00", "seconds": 8.872, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-dc1f-77a8-9725-c5687b130bcc/3", "deck": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc", "deckAnchor": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc#slide-3", "deckJson": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc.json" }, "components": [ { "bbox": { "h": 0.4, "w": 0.37, "x": 0.6, "y": 0.34 }, "kind": "image", "text": "Map of US states with different shades indicating presence of services and company HQ location.", "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 07:10:12.164+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e7da423a-898d-4c27-b690-820dc5580054", "parentComponentId": null }, { "bbox": { "h": 0.53, "w": 0.17, "x": 0.03, "y": 0.29 }, "kind": "list", "text": "Transportation Removing barriers to accessing care ~34M Trips", "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 07:10:12.164+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "14dc6554-3821-45b0-84cc-27bb31a166d0", "parentComponentId": null }, { "bbox": { "h": 0.53, "w": 0.17, "x": 0.2, "y": 0.29 }, "kind": "list", "text": "Personal Care Personalized in-home assistance with daily activities ~15K Caregivers", "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 07:10:12.164+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5b0037fb-d4b1-470d-94f7-90cd05c09670", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.28, "x": 0.23, "y": 0.17 }, "kind": "list", "text": "Integrated Supportive Care Addressing the Social Determinants of Health (SDoH)", "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 07:10:12.164+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5d564d52-64b7-4a13-a6af-74bb4c76f7bc", "parentComponentId": null }, { "bbox": { "h": 0.23, "w": 0.17, "x": 0.37, "y": 0.5 }, "kind": "list", "text": "45 States Nationally Licensed ~240K Active Patients", "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 07:10:12.164+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7938c941-6d0d-4738-9dd1-69bd52f2cfbc", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.2, "x": 0.61, "y": 0.75 }, "kind": "list", "text": "PCS, NEMT and RPM States\nKey NEMT and RPM States\nNEMT and RPM Presence", "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 07:10:12.164+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a121f2f6-6bf2-4c22-b81b-9c35afef864c", "parentComponentId": null }, { "bbox": { "h": 0.23, "w": 0.17, "x": 0.03, "y": 0.5 }, "kind": "list", "text": "48 States National Reach ~34M Lives Managed", "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 07:10:12.164+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b6d10330-a9b2-413b-a57f-1d683f4760c0", "parentComponentId": null }, { "bbox": { "h": 0.53, "w": 0.17, "x": 0.37, "y": 0.29 }, "kind": "list", "text": "Remote Monitoring Connective technology preserving independence 2.5M+ Interactions", "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 07:10:12.164+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ee44e2ff-53c7-4886-983e-2b93077f29fe", "parentComponentId": null }, { "bbox": { "h": 0.23, "w": 0.17, "x": 0.2, "y": 0.5 }, "kind": "list", "text": "7 States Largest in Northeast ~28M Hours of Care", "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 07:10:12.164+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f4ce4b31-68b9-4b27-bc84-15664d5411a1", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.15, "x": 0.59, "y": 0.16 }, "kind": "metric", "text": "Revenue $2.7B (1)", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:12.164+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "39f1e503-8698-45eb-9249-aada846e95be", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.15, "x": 0.8, "y": 0.16 }, "kind": "metric", "text": "Adj. EBITDA $214M (1)", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:12.164+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c331e250-69a9-48f2-b622-353c2f89ba71", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.3, "x": 0.02, "y": 0.87 }, "kind": "source-note", "text": "Note: See Appendix for presentation of Non-GAAP to GAAP reconciliation\n(1) Represents LTM 9/30/23", "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 07:10:12.164+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a66e743e-03bd-4cc6-a18a-728b67f50e68", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.96, "x": 0.02, "y": 0.06 }, "kind": "title", "text": "National Tech-Enabled Platform with Market-Leading Solutions", "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 07:10:12.164+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a33a884b-b414-482b-98ad-8d08c4d7a67d", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Map / spatial", "slug": "map-spatial", "status": "active", "bestFor": null, "canonId": "019dd9e1-4f52-724d-8b4e-b5ed8925a0a0", "version": 1, "bodyDocId": null, "description": "Geographic or spatial visualisation.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "8fef5ae9-bded-4f25-8b1e-67366bc21da5", "evidence": "image/map showing US states with services and company HQ location", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:59:43.840321+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 6, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 3, "name": "Problem", "beatId": "63c10b1e-5fac-4133-8b30-9775f9133bab", "matchId": "2c3f19fb-0036-42eb-a064-3a4e48436f34", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The problem is presented in slides 3-6, highlighting the complex and costly chronic populations.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 9, "from": 3, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "7bdd3081-4138-4a91-a24b-96078318cbd8", "evidence": "The presentation follows the golden circle framework, starting with 'why' (slides 3-6), then 'how' (slide 7), and 'what' (slides 8-9).", "position": 0, "objective": "Why ModivCare's solution is necessary", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:14:15.25453+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 4, "type": "setup", "function": "introduce_nominees", "rawType": "team_bio", "block": null, "metadata": { "slideType": "team_bio", "slideTypeCanon": { "name": "Team bio", "slug": "team_bio", "status": "active", "canonId": "019de52d-0a7d-7394-ae5b-037478e71f1e", "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": "overcrowded", "densityScore": 82, "componentCount": 27, "textChars": 592, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:10:16.652+00", "seconds": 13.069, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-dc1f-77a8-9725-c5687b130bcc/4", "deck": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc", "deckAnchor": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc#slide-4", "deckJson": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.102, "x": 0.259, "y": 0.52 }, "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": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:16.652+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0bb2c7f3-2e0c-4719-8d9b-be6361792778", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.102, "x": 0.469, "y": 0.153 }, "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": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:16.652+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "196e5eda-842a-4661-a25f-9c52d80b8282", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.102, "x": 0.048, "y": 0.52 }, "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": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:16.652+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5d5f95ba-2c61-4ac7-93d6-98d490014940", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.102, "x": 0.679, "y": 0.52 }, "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": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:16.652+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "66513538-e7c6-4841-a967-8897528dda06", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.102, "x": 0.259, "y": 0.153 }, "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": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:16.652+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "caeeb9a1-b9af-4184-bd12-8662be8f70f3", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.102, "x": 0.048, "y": 0.153 }, "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": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:16.652+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cd59e3ba-ee6f-43fc-af22-ddeb1085bc88", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.102, "x": 0.469, "y": 0.52 }, "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": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:16.652+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ec04f931-7a2b-4734-b14b-01024100ff87", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.102, "x": 0.679, "y": 0.153 }, "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": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:16.652+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fb72f539-d580-4c99-a89d-9090aebe22a0", "parentComponentId": null }, { "bbox": { "h": 0.24, "w": 0.15, "x": 0.801, "y": 0.542 }, "kind": "image", "text": "VRI\nSilverlink\nWillis Towers Watson", "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 grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:16.652+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "180bb0e6-8aa5-49d4-b922-8e65c4f2465b", "parentComponentId": null }, { "bbox": { "h": 0.105, "w": 0.15, "x": 0.801, "y": 0.175 }, "kind": "image", "text": "innovAge\nDeloitte.", "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 grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:16.652+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "434f1f59-fea8-4205-826b-1031fe947711", "parentComponentId": null }, { "bbox": { "h": 0.24, "w": 0.106, "x": 0.169, "y": 0.175 }, "kind": "image", "text": "ADES\nfiserv.\nFirst Data\nARTHURANDERSEN", "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 grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:16.652+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "50b083a5-9be5-465c-a403-f7209f1842df", "parentComponentId": null }, { "bbox": { "h": 0.24, "w": 0.09, "x": 0.379, "y": 0.542 }, "kind": "image", "text": "Valet Living\nciti\nADP", "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 grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:16.652+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5d57950f-422f-45f7-b335-cacacf76ea72", "parentComponentId": null }, { "bbox": { "h": 0.24, "w": 0.09, "x": 0.589, "y": 0.542 }, "kind": "image", "text": "higi\nMERGE\naccenture", "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 grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:16.652+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6475cfd0-6dea-48ea-95c4-9ab7251574c0", "parentComponentId": null }, { "bbox": { "h": 0.24, "w": 0.09, "x": 0.169, "y": 0.542 }, "kind": "image", "text": "Optum\nUnited\nHealthcare\nTARGET", "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 grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:16.652+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6e826133-1512-4c9b-b0c5-b3d1ab2270ff", "parentComponentId": null }, { "bbox": { "h": 0.249, "w": 0.09, "x": 0.379, "y": 0.165 }, "kind": "image", "text": "Radial\nRyder\nU.S. AIR FORCE", "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 grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:16.652+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "71df14f7-0c18-4efd-b620-ce9eb7965b02", "parentComponentId": null }, { "bbox": { "h": 0.24, "w": 0.09, "x": 0.589, "y": 0.175 }, "kind": "image", "text": "Davita.\nKidney Care\naccenture\nBAIN\n& COMPANY", "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 grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:16.652+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ccebf63-ffa9-449c-b66c-f81e445ebe95", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.14, "x": 0.03, "y": 0.803 }, "kind": "list", "text": "Jessica Kral\nChief Information Officer", "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 07:10:16.652+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0975f0d1-6b46-45d3-9cb8-0be84264a275", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.14, "x": 0.661, "y": 0.436 }, "kind": "list", "text": "Barbara Gutierrez\nChief Financial Officer", "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 07:10:16.652+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "28322cf6-9efc-4547-a1be-91506a13ce3b", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.14, "x": 0.241, "y": 0.436 }, "kind": "list", "text": "Ilias Simpson\nPresident, Modivcare Mobility", "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 07:10:16.652+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3c3a3017-eaa1-44e6-a041-57dfb6e52b4f", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.14, "x": 0.241, "y": 0.803 }, "kind": "list", "text": "Enrique Toledo\nChief People Officer", "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 07:10:16.652+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4bfe1ca4-0f9b-4e63-9e25-a9ea80a3826a", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.14, "x": 0.03, "y": 0.436 }, "kind": "list", "text": "Heath Sampson\nChief Executive Officer", "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 07:10:16.652+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "59325c3e-1065-4b6c-815b-87c6dd9dce15", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.14, "x": 0.451, "y": 0.803 }, "kind": "list", "text": "Jeff Bennett\nChief Strategy Officer", "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 07:10:16.652+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "80642ed7-2863-45e8-a215-788ec1b20852", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.14, "x": 0.451, "y": 0.436 }, "kind": "list", "text": "Anne Bailey\nPresident, Modivcare Home", "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 07:10:16.652+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a5e194d6-bc02-4843-b909-76fd0b61ae65", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.14, "x": 0.661, "y": 0.803 }, "kind": "list", "text": "Seth Ravine\nChief Commercial Officer", "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 07:10:16.652+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f597df67-1395-4489-8930-751f161cc1ff", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.118, "x": 0.85, "y": 0.93 }, "kind": "source-note", "text": "© 2024 Modivcare® Inc.", "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 07:10:16.652+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "10975728-c977-4049-b227-ccef9451653e", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.007, "x": 0.96, "y": 0.948 }, "kind": "source-note", "text": "4", "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 07:10:16.652+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ac35653f-8a7e-4b52-b986-c1ebe5e11c14", "parentComponentId": null }, { "bbox": { "h": 0.036, "w": 0.602, "x": 0.039, "y": 0.06 }, "kind": "title", "text": "Highly Experienced Leadership Team", "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 07:10:16.652+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "857869f5-9b7b-411d-8187-8008b16d23c0", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 6, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 3, "name": "Problem", "beatId": "63c10b1e-5fac-4133-8b30-9775f9133bab", "matchId": "2c3f19fb-0036-42eb-a064-3a4e48436f34", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The problem is presented in slides 3-6, highlighting the complex and costly chronic populations.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 4, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 4, "name": "Team", "beatId": "87e23174-8d47-4732-bd71-7cb822453c29", "matchId": "2c3f19fb-0036-42eb-a064-3a4e48436f34", "beatType": { "name": "Team", "slug": "sequoia-pitch-team", "status": "active", "canonId": "019dd9b8-23c9-746f-aaf9-2f5d83892cf3", "version": 1, "description": null }, "evidence": "The highly experienced leadership team is introduced in slide 4.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 9, "from": 3, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "7bdd3081-4138-4a91-a24b-96078318cbd8", "evidence": "The presentation follows the golden circle framework, starting with 'why' (slides 3-6), then 'how' (slide 7), and 'what' (slides 8-9).", "position": 0, "objective": "Why ModivCare's solution is necessary", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:14:15.25453+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 5, "type": "resolution", "function": "plan_implementation", "rawType": "roadmap", "block": null, "metadata": { "slideType": "roadmap", "slideTypeCanon": { "name": "Roadmap", "slug": "roadmap", "status": "active", "canonId": "019de52d-0a55-72bc-9b7b-a47ef109839c", "version": 1, "description": null }, "function": "plan_implementation", "functionCanon": { "name": "Plan implementation", "slug": "plan_implementation", "status": "active", "canonId": "019de52d-14a2-77ea-b210-d6a95eed4823", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 93, "componentCount": 12, "textChars": 1345, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:10:11.002+00", "seconds": 7.252, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-dc1f-77a8-9725-c5687b130bcc/5", "deck": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc", "deckAnchor": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc#slide-5", "deckJson": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc.json" }, "components": [ { "bbox": { "h": 0.07, "w": 0.93, "x": 0.04, "y": 0.49 }, "kind": "diagram", "text": "Legacy Business\nTransformation\n2024 & Beyond", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Timeline", "slug": "timeline", "status": "active", "canonId": "019de52d-03c5-73fc-84aa-4180cbf0f5cf", "version": 1, "description": null }, "framework": null }, "subkind": "timeline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:11.002+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e21c5967-09e9-4c5c-b7cf-88b25df43e94", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.21, "x": 0.75, "y": 0.25 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Icon grid", "slug": "icon-grid", "status": "active", "canonId": "019de52c-fdfe-749d-9990-1db465a3eed4", "version": 1, "description": null }, "framework": null }, "subkind": "icon-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:11.002+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c2ec147f-cfd2-4990-9346-06ff40a85a2e", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.18, "x": 0.28, "y": 0.18 }, "kind": "list", "text": "Expansion of Services to Address SDOH\nPCS\nRPM\nSDoH Tech", "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 07:10:11.002+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2326a9fe-62b2-4e76-8667-f7c867cd1b5e", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.18, "x": 0.51, "y": 0.18 }, "kind": "list", "text": "One Modivcare\n34M Lives Managed\n$2.7B Revenue\n15K Caregivers\n200+ RPM Device Options", "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 07:10:11.002+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2769d7a4-cddb-4b1b-9312-1a38b5769520", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.22, "x": 0.28, "y": 0.6 }, "kind": "list", "text": "Development of thesis and strategy to comprehensively address the social determinants of health\nAddition of supportive care services through acquisitions spanning 2020 - 2023\nPersonal Care, Remote Monitoring, and Technology Solutions Unlock New-Age Model", "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 07:10:11.002+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "35eccf69-5966-4127-a37f-73d4433feadb", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.22, "x": 0.51, "y": 0.6 }, "kind": "list", "text": "Best-in-class point solutions enable care in the preferred and lowest cost setting – in the home\nTransformation from point solutions to high-performing, fully-integrated platform\nUnified experience for members and clients across Modivcare", "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 07:10:11.002+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "465ac886-ee35-43d8-8026-b23903e18136", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.19, "x": 0.77, "y": 0.6 }, "kind": "list", "text": "Implementation of data and member centric technology and clinical insights\nPerformance based offerings creating best member experience at lowest cost\nNational scale across all services for improved access", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:11.002+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9535df6f-44d7-4a0b-9cdd-66963ccd5091", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.22, "x": 0.06, "y": 0.6 }, "kind": "list", "text": "Non-emergency medical services (NEMT) under the LogistiCare brand nationwide\nAssisting patients whose limited mobility or financial resources hinder their ability to access necessary healthcare and social services\nLongstanding relationships with States and National / Regional MCOs", "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 07:10:11.002+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aee84249-3ead-426b-a704-ab2e4e1f52a4", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.79, "y": 0.18 }, "kind": "list", "text": "Improved Health Outcomes at Scale", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:11.002+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b4b27fb6-aca3-42a0-a1e2-8ee6e56d25a5", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.18, "x": 0.08, "y": 0.18 }, "kind": "list", "text": "National Broker of NEMT Services\n24M Lives Managed\n$1.5B Annual 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 07:10:11.002+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c21e298a-b126-4dec-9f58-923c02b75fbe", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.11, "x": 0.85, "y": 0.95 }, "kind": "source-note", "text": "© 2024 Modivcare® Inc.", "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 07:10:11.002+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "14170cc9-ab93-42f4-9e78-7d509f9d7186", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.98, "x": 0.01, "y": 0.06 }, "kind": "title", "text": "Evolution into Leading Provider of Holistic Supportive Care", "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 07:10:11.002+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "098c47d1-15ac-490a-8161-7ba2ffe5f66d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 6, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 3, "name": "Problem", "beatId": "63c10b1e-5fac-4133-8b30-9775f9133bab", "matchId": "2c3f19fb-0036-42eb-a064-3a4e48436f34", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The problem is presented in slides 3-6, highlighting the complex and costly chronic populations.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 9, "from": 3, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "7bdd3081-4138-4a91-a24b-96078318cbd8", "evidence": "The presentation follows the golden circle framework, starting with 'why' (slides 3-6), then 'how' (slide 7), and 'what' (slides 8-9).", "position": 0, "objective": "Why ModivCare's solution is necessary", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:14:15.25453+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 6, "type": "setup", "function": "frame_situation", "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": "frame_situation", "functionCanon": { "name": "Frame situation", "slug": "frame_situation", "status": "active", "canonId": "019de52d-17bc-718f-8752-05ef2b72d7b3", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 85, "componentCount": 10, "textChars": 586, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:10:11.267+00", "seconds": 6.838, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-dc1f-77a8-9725-c5687b130bcc/6", "deck": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc", "deckAnchor": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc#slide-6", "deckJson": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.12, "x": 0.04, "y": 0.29 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:11.267+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6548f8b8-eafc-4e11-a3ed-a36168b947a0", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.12, "x": 0.04, "y": 0.63 }, "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": "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 07:10:11.267+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7b2cf3d0-d02d-4b53-977b-a7623133e6af", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.179, "x": 0.789, "y": 0.61 }, "kind": "list", "text": "Modivcare Solutions: Monitor Risk to Avoid Unnecessary ED Visits and Hospitalizations, Improve Member Satisfaction", "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 07:10:11.267+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9a92bdc9-5553-4b10-ab40-d6b86c22aec9", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.204, "x": 0.509, "y": 0.61 }, "kind": "list", "text": "Modivcare Dynamics: Manage Wide Range of Members, Low to High Risk, In-Person and Digital Engagement", "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 07:10:11.267+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a3e3f3e7-4c06-40da-b171-b0ed985dd2c4", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.204, "x": 0.215, "y": 0.61 }, "kind": "list", "text": "Modivcare: 29% Medicaid Lives Managed, 12% Medicare Lives Managed", "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 07:10:11.267+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b9fa536c-0670-427a-9baf-55c914270b16", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.204, "x": 0.215, "y": 0.27 }, "kind": "list", "text": "Market: 90 Million US Medicaid Lives, 65 Million US Medicare Lives", "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 07:10:11.267+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c83d6d3c-dad7-47a0-a351-a7fa5db6b4db", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.179, "x": 0.789, "y": 0.27 }, "kind": "list", "text": "Solutions: Hierarchical Condition Category (HCC) Coding, Increased Quality Scores", "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 07:10:11.267+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d315ba48-eed6-4a96-8c95-8e39ef100d4e", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.204, "x": 0.509, "y": 0.27 }, "kind": "list", "text": "Dynamics: Lack of Access to Complex, Chronic Populations, Frequent Readmissions", "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 07:10:11.267+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e7487bec-74bb-4b0e-bff1-5bc83c379d32", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.11, "x": 0.02, "y": 0.89 }, "kind": "source-note", "text": "(1) As of Q3 2023", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:11.267+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b03a4c5f-ee51-4032-af74-e9ea8482952e", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.939, "x": 0.029, "y": 0.066 }, "kind": "title", "text": "Managing the Nation's Most Complex & Costly, Chronic Populations", "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 07:10:11.267+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1a309376-2db1-4def-ac4d-b2cbea4bcbd4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 6, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 3, "name": "Problem", "beatId": "63c10b1e-5fac-4133-8b30-9775f9133bab", "matchId": "2c3f19fb-0036-42eb-a064-3a4e48436f34", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The problem is presented in slides 3-6, highlighting the complex and costly chronic populations.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 9, "from": 3, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "7bdd3081-4138-4a91-a24b-96078318cbd8", "evidence": "The presentation follows the golden circle framework, starting with 'why' (slides 3-6), then 'how' (slide 7), and 'what' (slides 8-9).", "position": 0, "objective": "Why ModivCare's solution is necessary", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:14:15.25453+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 9, "from": 6, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "c25f16d7-c7da-4d74-b4e7-4422dd6e5cc4", "evidence": "The complication and solution slides imply the cost of inaction.", "position": 1, "objective": "Highlighting the cost of not acting", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:14:15.298471+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 7, "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": 60, "componentCount": 5, "textChars": 638, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:10:08.438+00", "seconds": 4.004, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-dc1f-77a8-9725-c5687b130bcc/7", "deck": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc", "deckAnchor": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc#slide-7", "deckJson": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc.json" }, "components": [ { "bbox": { "h": 0.75, "w": 0.41, "x": 0.13, "y": 0.14 }, "kind": "diagram", "text": "Transport, Virtual Care, HRA / SDoH Surveys, Medication Adherence, Remote Monitoring, Personal Care", "attrs": {}, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:08.438+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eb922177-1c8e-4b05-8ab1-d06244971537", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.29, "x": 0.65, "y": 0.22 }, "kind": "list", "text": "Integrated Supportive Care Programs: Shared Savings / Full Risk\nPreventative Care Intervention: $ per completion / PMPM\nBehavior Change: $ per completion / PMPM\nLongitudinal Clinical Integration: $ per completion / PMPM\nCare Coordination & Gap Closure: $ per member / PMPM\nRemote / Virtual Care: $ per member / PMPM\nHRA / SDoH Surveys: $ per completion\nRemote Monitoring: $ per member / PMPM\nPersonal Care: $ per member / PMPM\nTransport: $ per member / PMPM", "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 07:10:08.438+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ff7387e3-84fe-4dcc-a7c9-2d1b560d013c", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.11, "x": 0.85, "y": 0.95 }, "kind": "source-note", "text": "© 2024 Modivcare® Inc.", "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 07:10:08.438+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "90953b94-b520-4f7b-a4f0-ed62dc0b3357", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.005, "x": 0.96, "y": 0.95 }, "kind": "source-note", "text": "7", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:08.438+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d5608146-ae39-47f1-ad06-e98f9d1f8234", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.95, "x": 0.039, "y": 0.06 }, "kind": "title", "text": "Leveraging Trusted Touchpoints to Maximize Value Per Member", "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 07:10:08.438+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "72e6ae8b-6229-46f5-a9a0-ffc8944a6160", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 9, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 7, "name": "Solution", "beatId": "3b193718-1b17-48b8-9bad-1c4d3c8c781d", "matchId": "2c3f19fb-0036-42eb-a064-3a4e48436f34", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The solution is presented in slides 7-9, focusing on leveraging trusted touchpoints.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 9, "from": 3, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "7bdd3081-4138-4a91-a24b-96078318cbd8", "evidence": "The presentation follows the golden circle framework, starting with 'why' (slides 3-6), then 'how' (slide 7), and 'what' (slides 8-9).", "position": 0, "objective": "Why ModivCare's solution is necessary", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:14:15.25453+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 9, "from": 6, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "c25f16d7-c7da-4d74-b4e7-4422dd6e5cc4", "evidence": "The complication and solution slides imply the cost of inaction.", "position": 1, "objective": "Highlighting the cost of not acting", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:14:15.298471+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 8, "type": "setup", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 81, "componentCount": 9, "textChars": 430, "nDataPoints": 20, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:10:10.129+00", "seconds": 5.444, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-dc1f-77a8-9725-c5687b130bcc/8", "deck": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc", "deckAnchor": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc#slide-8", "deckJson": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc.json" }, "components": [ { "bbox": { "h": 0.3, "w": 0.55, "x": 0.41, "y": 0.54 }, "kind": "chart", "text": "Adj. EBITDA Financial Performance: 2020 $169M, 2021 $205M, 2022 $222M, LTM 9/30/23 $214M", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": null, "framework": null }, "subkind": "bar-stacked-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:10.129+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0922124e-f602-498f-a1fa-34c37b37acda", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.55, "x": 0.41, "y": 0.22 }, "kind": "chart", "text": "Revenue Financial Performance: 2020 $1,369M, 2021 $1,997M, 2022 $2,504M, LTM 9/30/23 $2,702M", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": null, "framework": null }, "subkind": "bar-stacked-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:10.129+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ab8e00cd-179a-4d34-8d4c-1681f12f9ffa", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.32, "x": 0.15, "y": 0.57 }, "kind": "chart", "text": "Adj. EBITDA Business Mix: NEMT 59%, PCS 30%, RPM 11%", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:10.129+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "001e463b-0c4b-4538-a8a1-82d6de4c73cf", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.32, "x": 0.15, "y": 0.25 }, "kind": "chart", "text": "Revenue Business Mix: NEMT 71%, PCS 26%, RPM 3%", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:10.129+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ec88ae57-5c6a-49a0-b8ca-3ba0e2526d60", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.23, "x": 0.14, "y": 0.18 }, "kind": "list", "text": "Business Mix (1)", "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 07:10:10.129+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "424e78af-f123-4de4-8911-045bcd5c7f9c", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.29, "x": 0.62, "y": 0.18 }, "kind": "list", "text": "Financial Performance", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:10.129+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d8a2d39-2ab8-43ce-b10b-9d6f6589f3ba", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.17, "x": 0.02, "y": 0.89 }, "kind": "source-note", "text": "(1) Represents LTM 9/30/23", "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 07:10:10.129+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5c4ce030-d88a-4474-b5ae-70b24e2bfb9e", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.43, "x": 0.02, "y": 0.87 }, "kind": "source-note", "text": "Note: See Appendix for presentation of Non-GAAP to GAAP reconciliation", "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 07:10:10.129+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c5b36719-2b99-4cf2-8ab9-7bcd8d43f470", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.36, "x": 0.039, "y": 0.06 }, "kind": "title", "text": "Financial Overview", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:10.129+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "253464fc-17a2-4d7f-b9c2-cb1193bbbb9b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 9, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 7, "name": "Solution", "beatId": "3b193718-1b17-48b8-9bad-1c4d3c8c781d", "matchId": "2c3f19fb-0036-42eb-a064-3a4e48436f34", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The solution is presented in slides 7-9, focusing on leveraging trusted touchpoints.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 13, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 8, "name": "Financials", "beatId": "ea961aa7-6ee7-4e67-903a-40a8e439baad", "matchId": "2c3f19fb-0036-42eb-a064-3a4e48436f34", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Financial overviews and reconciliations are detailed in slides 8-13.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 9, "from": 3, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "7bdd3081-4138-4a91-a24b-96078318cbd8", "evidence": "The presentation follows the golden circle framework, starting with 'why' (slides 3-6), then 'how' (slide 7), and 'what' (slides 8-9).", "position": 0, "objective": "Why ModivCare's solution is necessary", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:14:15.25453+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 9, "from": 6, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "c25f16d7-c7da-4d74-b4e7-4422dd6e5cc4", "evidence": "The complication and solution slides imply the cost of inaction.", "position": 1, "objective": "Highlighting the cost of not acting", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:14:15.298471+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 9, "type": "setup", "function": "summarize", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 56, "componentCount": 5, "textChars": 412, "nDataPoints": 1, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:10:09.63+00", "seconds": 4.2, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-dc1f-77a8-9725-c5687b130bcc/9", "deck": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc", "deckAnchor": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc#slide-9", "deckJson": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc.json" }, "components": [ { "bbox": { "h": 0.66, "w": 0.2, "x": 0, "y": 0.2 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:09.63+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "94459708-fcd1-49f0-a7a6-2011aad0a081", "parentComponentId": null }, { "bbox": { "h": 0.63, "w": 0.79, "x": 0.17, "y": 0.21 }, "kind": "list", "text": "1 Solutions Address Needs of a Large, Growing Complex & Chronic Population\n2 Leading Positions in Attractive End-Markets with Differentiated Value Proposition\n3 Significant Market Opportunity to Pursue Profitable Growth in $150B Whitespace\n4 Leveraging Tech to Realize Efficiencies, Automate, and Capture Unique Insights\n5 Unrealized Value for Matrix Equity Investment", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:09.63+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d96044a5-b43b-4b92-b23a-348a43a8eca6", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.13, "x": 0.83, "y": 0.93 }, "kind": "source-note", "text": "© 2024 Modivcare® Inc.", "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 07:10:09.63+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2e0feead-07d6-4808-b470-7dc3d8ef8ebe", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.01, "x": 0.96, "y": 0.93 }, "kind": "source-note", "text": "9", "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 07:10:09.63+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "79a35119-0068-4a6f-88b4-8cd23b895f3a", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.35, "x": 0.02, "y": 0.06 }, "kind": "title", "text": "Investment Highlights", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:09.63+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "59032c24-ac2c-403d-b32f-57c5989b3f83", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 9, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 7, "name": "Solution", "beatId": "3b193718-1b17-48b8-9bad-1c4d3c8c781d", "matchId": "2c3f19fb-0036-42eb-a064-3a4e48436f34", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The solution is presented in slides 7-9, focusing on leveraging trusted touchpoints.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 13, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 8, "name": "Financials", "beatId": "ea961aa7-6ee7-4e67-903a-40a8e439baad", "matchId": "2c3f19fb-0036-42eb-a064-3a4e48436f34", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Financial overviews and reconciliations are detailed in slides 8-13.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 9, "from": 3, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "7bdd3081-4138-4a91-a24b-96078318cbd8", "evidence": "The presentation follows the golden circle framework, starting with 'why' (slides 3-6), then 'how' (slide 7), and 'what' (slides 8-9).", "position": 0, "objective": "Why ModivCare's solution is necessary", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:14:15.25453+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 9, "from": 6, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "c25f16d7-c7da-4d74-b4e7-4422dd6e5cc4", "evidence": "The complication and solution slides imply the cost of inaction.", "position": 1, "objective": "Highlighting the cost of not acting", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:14:15.298471+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 10, "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": 3, "componentCount": 2, "textChars": 17, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:10:08.514+00", "seconds": 2.614, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-dc1f-77a8-9725-c5687b130bcc/10", "deck": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc", "deckAnchor": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc#slide-10", "deckJson": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc.json" }, "components": [ { "bbox": { "h": 0.14, "w": 0.03, "x": 0.897, "y": 0.36 }, "kind": "image", "text": "modivcare", "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 07:10:08.514+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8d372f97-f812-48d7-8569-449aaa50e71d", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.279, "x": 0.054, "y": 0.748 }, "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 07:10:08.514+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3a8ace28-5078-4011-811f-b95246d4bd14", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 13, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 8, "name": "Financials", "beatId": "ea961aa7-6ee7-4e67-903a-40a8e439baad", "matchId": "2c3f19fb-0036-42eb-a064-3a4e48436f34", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Financial overviews and reconciliations are detailed in slides 8-13.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 11, "type": "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": 69, "componentCount": 5, "textChars": 616, "nDataPoints": 480, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:10:10.469+00", "seconds": 4.301, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-dc1f-77a8-9725-c5687b130bcc/11", "deck": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc", "deckAnchor": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc#slide-11", "deckJson": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc.json" }, "components": [ { "bbox": { "h": 0.01, "w": 0.02, "x": 0.95, "y": 0.96 }, "kind": "list", "text": "11", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:10.469+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "09653e1d-e197-43a2-a041-944dcb51a3a9", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.1, "x": 0.86, "y": 0.96 }, "kind": "source-note", "text": "© 2024 Modivcare® Inc.", "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 07:10:10.469+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7098c2d4-d90d-4c2f-bb93-19faee68a222", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.29, "x": 0.02, "y": 0.28 }, "kind": "subtitle", "text": "Reconciliation of Adjusted EBITDA of Modivcare", "attrs": {}, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:10.469+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5d8bbc8c-b7d4-48fb-85e1-3ca05e8088f5", "parentComponentId": null }, { "bbox": { "h": 0.37, "w": 0.96, "x": 0.02, "y": 0.32 }, "kind": "table", "text": "This table presents a detailed reconciliation of Adjusted EBITDA, starting from Net income (loss) and adding back various adjustments such as provision for income taxes, interest expense, depreciation and amortization, stock-based compensation, cash settled equity, equity in net (income) loss of investees, restructuring and related charges, transaction and integration costs, settlement related costs, COVID-19 related costs, and impairment of goodwill, across multiple fiscal years and quarters from FY 2019 to LTM 3Q23.", "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 07:10:10.469+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "537f864d-dde4-4f87-857f-9a6eac1ced70", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.03, "y": 0.06 }, "kind": "title", "text": "Non-GAAP 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 07:10:10.469+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d7bb990-1550-44eb-8300-47fbdd380d35", "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": "dd583549-6c7a-4f06-860d-ef97476e114c", "evidence": "The slide presents a detailed reconciliation of Adjusted EBITDA, starting from Net income (loss) and adding back various adjustments, which is a classic waterfall chart structure.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:59:50.615994+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": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 8, "name": "Financials", "beatId": "ea961aa7-6ee7-4e67-903a-40a8e439baad", "matchId": "2c3f19fb-0036-42eb-a064-3a4e48436f34", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Financial overviews and reconciliations are detailed in slides 8-13.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 12, "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": 65, "componentCount": 4, "textChars": 1874, "nDataPoints": 100, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:10:14.103+00", "seconds": 7.839, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-dc1f-77a8-9725-c5687b130bcc/12", "deck": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc", "deckAnchor": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc#slide-12", "deckJson": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc.json" }, "components": [ { "bbox": { "h": 0.17, "w": 0.36, "x": 0.56, "y": 0.202 }, "kind": "list", "text": "1. Restructuring and related costs include professional fees for strategic initiatives, organizational consolidation costs, severance and other professional fees.\n2. Transaction and integration costs consist of fees incurred for SOX implementation and business integration efforts.", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:14.103+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b793e7d1-df00-4bb2-8846-17d09df4e9b3", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.11, "x": 0.837, "y": 0.95 }, "kind": "source-note", "text": "© 2024 Modivcare® Inc.", "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 07:10:14.103+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "773212e2-2ad0-4741-a5e2-b5c1fbe38007", "parentComponentId": null }, { "bbox": { "h": 0.71, "w": 0.505, "x": 0.22, "y": 0.17 }, "kind": "table", "text": "Year ended December 31, 2022\nNEMT Personal Care RPM Corporate and Other Total\nService revenue, net $ 1,768,442 $ 667,674 $ 68,277 $ — $ 2,504,393\nGrant income — 7,351 — — 7,351\nOperating expenses:\nService expense 1,487,447 520,065 24,562 — 2,032,074\nGeneral and administrative expense 146,935 91,365 23,156 60,715 322,171\nDepreciation and amortization 28,709 51,025 19,854 827 100,415\nTotal operating expenses 1,663,091 662,455 67,572 61,542 2,454,660\nOperating income (loss) 105,351 12,570 705 (61,542) 57,084\nInterest expense, net — — — 61,961 61,961\nIncome (loss) before income taxes and equity method investment 105,351 12,570 705 (123,503) (4,877)\nProvision (benefit) for income taxes 26,855 2,810 208 (32,908) (3,035)\nEquity in net (income) loss of investee, net of tax (71) — — 30,035 29,964\nNet Income (loss) 78,567 9,760 497 (120,630) (31,806)\nInterest expense, net — — — 61,961 61,961\nProvision (benefit) for income taxes 26,855 2,810 208 (32,908) (3,035)\nDepreciation and amortization 28,709 51,025 19,854 827 100,415\nEBITDA 134,131 63,595 20,559 (90,750) 127,535\nRestructuring and related costs (1) 25,228 757 63 950 26,998\nTransaction and integration costs (2) 4,225 7,550 2,927 9,269 23,971\nSettlement related costs 5,500 — — 4,064 9,564\nCash settled equity — — — 108 108\nStock-based compensation — 190 86 5,684 5,960\nCOVID-19 related costs, net of grant income 129 (2,327) — — (2,198)\nEquity in net (income) loss of investee, net of tax (71) — — 30,035 29,964\nAdjusted EBITDA $ 169,142 $ 69,765 $ 23,635 $ (40,640) $ 221,902", "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 07:10:14.103+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3306ed24-3bd6-4e9c-99e8-aab2149f77fe", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.49, "x": 0.039, "y": 0.049 }, "kind": "title", "text": "Non-GAAP Reconciliation | FY2022", "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 07:10:14.103+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "df2b6bfb-2daa-4117-a865-af77e2137828", "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": "8071fa27-199e-48b5-bb2d-5e21354d3ffd", "evidence": "The slide presents a detailed reconciliation of Adjusted EBITDA, starting from Service revenue, net and adding back various adjustments, which is a classic waterfall chart structure.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:59:50.691881+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": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 8, "name": "Financials", "beatId": "ea961aa7-6ee7-4e67-903a-40a8e439baad", "matchId": "2c3f19fb-0036-42eb-a064-3a4e48436f34", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Financial overviews and reconciliations are detailed in slides 8-13.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 13, "type": "analysis", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 98, "componentCount": 11, "textChars": 5300, "nDataPoints": 1000, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:10:25.418+00", "seconds": 16.925, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-dc1f-77a8-9725-c5687b130bcc/13", "deck": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc", "deckAnchor": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc#slide-13", "deckJson": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.309, "x": 0.665, "y": 0.81 }, "kind": "source-note", "text": "(1) Restructuring and related costs include professional fees for strategic initiatives, organizational consolidation costs, severance and other professional fees.", "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 07:10:25.418+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4b778d50-66e4-4f91-a922-1aeffa6e7673", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.309, "x": 0.344, "y": 0.81 }, "kind": "source-note", "text": "(1) Restructuring and related costs include professional fees for strategic initiatives, organizational consolidation costs, severance and other professional fees.", "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 07:10:25.418+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ea07dac-fc6c-466a-8ea9-10a598e7aa31", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.014, "x": 0.96, "y": 0.95 }, "kind": "source-note", "text": "13", "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 07:10:25.418+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "98c0d48e-5e84-4b73-9442-0a80dfd963f9", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.309, "x": 0.023, "y": 0.81 }, "kind": "source-note", "text": "(1) Restructuring and related costs include professional fees for strategic initiatives, organizational consolidation costs, severance and other professional fees.", "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 07:10:25.418+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9f24b641-b1e7-474f-a7cd-6d9a9a4d985a", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.309, "x": 0.665, "y": 0.876 }, "kind": "source-note", "text": "(3) Stock-based compensation includes cash settled equity balances.", "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 07:10:25.418+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a6a3f702-1d6f-435c-8f7c-25ab2a77becf", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.115, "x": 0.859, "y": 0.929 }, "kind": "source-note", "text": "© 2024 Modivcare® Inc.", "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 07:10:25.418+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cf482215-c597-4a21-a654-5619f03e222b", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.309, "x": 0.665, "y": 0.843 }, "kind": "source-note", "text": "(2) Transaction and integration costs consist of fees incurred related to Sarbanes-Oxley Act of 2002 implementation and business integration efforts.", "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 07:10:25.418+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ea8f0bf9-ee66-4343-b5c9-fc05fe677902", "parentComponentId": null }, { "bbox": { "h": 0.69, "w": 0.309, "x": 0.665, "y": 0.107 }, "kind": "table", "text": "Modivcare Inc. Unaudited Reconciliation of Non-GAAP Financial Measures Segment Information and Adjusted EBITDA (in thousands) Three months ended September 30, 2022 NEMT PCS RPM Corporate and Other Total Service revenue, net $ 459,796 $ 169,226 $ 18,760 $ — $ 647,782 Grant income 789 789 Operating expenses: Service expense 394,981 132,746 6,836 534,563 General and administrative expense 31,815 22,057 5,816 16,201 75,889 Depreciation and amortization 7,079 12,919 5,467 207 25,672 Total operating expenses 433,875 167,722 18,119 16,408 636,124 Operating income (loss) 25,921 2,293 641 (16,408) 12,447 Interest expense, net 15,557 15,557 Income (loss) before income taxes and equity method investment 25,921 2,293 641 (31,965) (3,110) Income tax (provision) benefit (6,978) (661) (179) 8,871 1,053 Equity in net income (loss) of investee, net of tax 208 (26,656) (26,448) Net income (loss) 19,151 1,632 462 (49,750) (28,505) Interest expense, net 15,557 15,557 Income tax provision (benefit) 6,978 661 179 (8,871) (1,053) Depreciation and amortization 7,079 12,919 5,467 207 25,672 EBITDA 33,208 15,212 6,108 (42,857) 11,671 Restructuring and related costs(1) 902 582 39 565 2,088 Transaction and integration costs(2) 6 2,231 471 2,191 4,899 Settlement related costs 5,500 500 6,000 Stock-based compensation(3) 83 83 COVID-19 related costs, net of grant income (51) 659 608 Equity in net (income) loss of investee, net of tax (208) 26,656 26,448 Adjusted EBITDA $ 39,357 $ 18,684 $ 6,618 $ (12,862) $ 51,797", "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 07:10:25.418+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1364bb57-b1df-4e17-8cc4-d5e87f1d5994", "parentComponentId": null }, { "bbox": { "h": 0.69, "w": 0.309, "x": 0.023, "y": 0.107 }, "kind": "table", "text": "Modivcare Inc. Unaudited Reconciliation of Non-GAAP Financial Measures Segment Information and Adjusted EBITDA (in thousands) Three months ended September 30, 2023 NEMT PCS RPM Corporate and Other Total Service revenue, net $ 485,951 $ 179,979 $ 19,779 $ 1,216 $ 686,925 Grant income 551 551 Operating expenses: Service expense 428,021 143,078 6,934 1,181 579,214 General and administrative expense 25,433 20,252 5,685 18,772 70,142 Depreciation and amortization 6,814 12,850 6,174 239 26,077 Total operating expenses 460,268 176,180 18,793 20,192 675,433 Operating income (loss) 25,683 4,350 986 (18,976) 12,043 Interest expense, net 17,844 17,844 Income (loss) before income taxes and equity method investment 25,683 4,350 986 (36,820) (5,801) Income tax (provision) benefit (6,994) (1,208) (279) 10,140 1,659 Equity in net income (loss) of investee, net of tax 142 (302) (160) Net income (loss) 18,831 3,142 707 (26,982) (4,302) Interest expense, net 17,844 17,844 Income tax provision (benefit) 6,994 1,208 279 (10,140) (1,659) Depreciation and amortization 6,814 12,850 6,174 239 26,077 EBITDA 32,639 17,200 7,160 (19,039) 37,960 Restructuring and related costs(1) 2,711 6,205 8,916 Transaction and integration costs 101 431 22 605 1,159 Settlement related costs (25) 1,474 1,449 Stock-based compensation 1,690 1,690 Equity in net (income) loss of investee, net of tax (142) 302 160 Adjusted EBITDA $ 35,284 $ 17,631 $ 7,182 $ (8,763) $ 51,334", "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 07:10:25.418+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "23c067b1-4c93-4c13-b920-87298242d329", "parentComponentId": null }, { "bbox": { "h": 0.69, "w": 0.309, "x": 0.344, "y": 0.107 }, "kind": "table", "text": "Modivcare Inc. Unaudited Reconciliation of Non-GAAP Financial Measures Segment Information and Adjusted EBITDA (in thousands) Three months ended June 30, 2023 Personal NEMT Care RPM Corporate and Other Total Service revenue, net $ 496,975 $ 180,325 $ 19,211 $ 2,596 $ 699,107 Grant income 2,634 2,634 Operating expenses: Service expense 441,897 138,468 6,705 2,185 589,255 General and administrative expense 28,337 20,565 5,327 25,011 79,240 Depreciation and amortization 6,739 12,872 6,059 239 25,909 Impairment of goodwill 137,331 45,769 183,100 Total operating expenses 476,973 309,236 63,860 27,435 877,504 Operating income (loss) 20,002 (126,277) (44,649) (24,839) (175,763) Interest expense, net 16,967 16,967 Income (loss) before income taxes and equity method investment 20,002 (126,277) (44,649) (41,806) (192,730) (Provision) benefit for income taxes (5,402) (3,095) (316) 9,643 830 Equity in net income of investee, net of tax 189 767 956 Net income (loss) 14,789 (129,372) (44,965) (31,396) (190,944) Interest expense, net 16,967 16,967 Provision (benefit) for income taxes 5,402 3,095 316 (9,643) (830) Depreciation and amortization 6,739 12,872 6,059 239 25,909 EBITDA 26,930 (113,405) (38,590) (23,833) (148,898) Restructuring and related costs(1) 2,055 8,055 10,110 Transaction and integration costs(2) 173 16 665 854 Settlement related costs 7,209 7,209 Stock-based compensation 947 947 Impairment of goodwill 137,331 45,769 183,100 Equity in net income of investee, net of tax (189) (767) (956) Adjusted EBITDA $ 28,796 $ 24,099 $ 7,195 $ (7,724) $ 52,366", "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 07:10:25.418+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e6bccd45-466a-45bc-8275-5018efc28096", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.64, "x": 0.029, "y": 0.04 }, "kind": "title", "text": "Non-GAAP Reconciliation | 3Q23, 2Q23, 3Q22", "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 07:10:25.418+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0eb43bb0-a654-4e2e-ad4c-8fbd0763b9e0", "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": "e571528c-3556-41ec-8f33-74ae53d79cfa", "evidence": "The slide presents a detailed reconciliation of Adjusted EBITDA, starting from Net income (loss) and adding back various adjustments, which is a classic waterfall chart structure, for multiple periods.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:59:50.766287+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 13, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 8, "name": "Financials", "beatId": "ea961aa7-6ee7-4e67-903a-40a8e439baad", "matchId": "2c3f19fb-0036-42eb-a064-3a4e48436f34", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Financial overviews and reconciliations are detailed in slides 8-13.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 14, "type": "appendix", "function": "analyze_data", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 75, "componentCount": 5, "textChars": 1696, "nDataPoints": 100, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:10:16.494+00", "seconds": 7.819, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-dc1f-77a8-9725-c5687b130bcc/14", "deck": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc", "deckAnchor": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc#slide-14", "deckJson": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc.json" }, "components": [ { "bbox": { "h": 0.19, "w": 0.406, "x": 0.545, "y": 0.201 }, "kind": "list", "text": "1. Restructuring and related costs include professional fees for strategic initiatives and severance and office closure costs.\n2. Transaction and integration costs consist of fees incurred in the acquisitions of Care Finders and VRI.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:10:16.494+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "47c933ed-e4ef-471e-a7f5-fcaabf4e8927", "parentComponentId": null }, { "bbox": { "h": 0.012, "w": 0.109, "x": 0.856, "y": 0.953 }, "kind": "source-note", "text": "© 2024 Modivcare® Inc.", "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 07:10:16.494+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "300bc09f-170f-4ee2-bf59-df29096042c0", "parentComponentId": null }, { "bbox": { "h": 0.012, "w": 0.015, "x": 0.958, "y": 0.953 }, "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 07:10:16.494+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8cf793e3-3f53-4eb2-aa54-9ca291bffef4", "parentComponentId": null }, { "bbox": { "h": 0.69, "w": 0.29, "x": 0.229, "y": 0.186 }, "kind": "table", "text": "Year ended December 31, 2021\nNEMT Personal Care RPM Corporate and Other Total\nService revenue, net $ 1,483,696 $ 495,579 $ 17,617 $ — $ 1,996,892\nGrant income 5,441 5,441\nOperating expenses:\nService expense 1,186,185 392,508 5,605 1,584,298\nGeneral and administrative expense 132,493 70,704 5,791 62,686 271,674\nDepreciation and amortization 29,058 23,759 4,181 56,998\nTotal operating expenses 1,347,736 486,971 15,577 62,686 1,912,970\nOperating income (loss) 135,960 14,049 2,040 (62,686) 89,363\nInterest expense, net 49,081 49,081\nIncome (loss) before income taxes and equity method investment 135,960 14,049 2,040 (111,767) 40,282\nProvision (benefit) for income taxes 30,319 3,152 447 (25,301) 8,617\nEquity in net loss of investee, net of tax 38,250 38,250\nNet Income (loss) 105,641 10,897 1,593 (124,716) (6,585)\nInterest expense, net 49,081 49,081\nProvision (benefit) for income taxes 30,319 3,152 447 (25,301) 8,617\nDepreciation and amortization 29,058 23,759 4,181 56,998\nEBITDA 165,018 37,808 6,221 (100,936) 108,111\nRestructuring and related costs (1) 19,609 304 1,680 21,593\nTransaction and integration costs (2) 567 6,930 721 17,370 25,588\nCash settled equity 9,165 9,165\nStock-based compensation 18 4,775 4,793\nCOVID-19 related costs, net of grant income 719 (3,211) (2,492)\nEquity in net loss of investee, net of tax 38,250 38,250\nAdjusted EBITDA $ 185,913 $ 41,849 $ 6,942 $ (29,696) $ 205,008", "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 07:10:16.494+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8f9f5856-35b3-4672-bf8e-048b73e8b2be", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.47, "x": 0.029, "y": 0.06 }, "kind": "title", "text": "Non-GAAP Reconciliation | FY2021", "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 07:10:16.494+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "845ba276-b47e-4c09-9388-a0931b4f88cb", "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": "035ba49a-b9cf-4ccc-a61b-19c59d00ba47", "evidence": "The slide presents a detailed reconciliation of Adjusted EBITDA, starting from Net income (loss) and adding back various adjustments, which is a classic waterfall chart structure.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:59:50.839846+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 15, "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": "overcrowded", "densityScore": 83, "componentCount": 6, "textChars": 1554, "nDataPoints": 39, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:10:15.364+00", "seconds": 6.485, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-dc1f-77a8-9725-c5687b130bcc/15", "deck": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc", "deckAnchor": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc#slide-15", "deckJson": "/decks/019de517-dc1f-77a8-9725-c5687b130bcc.json" }, "components": [ { "bbox": { "h": 0.012, "w": 0.118, "x": 0.85, "y": 0.95 }, "kind": "source-note", "text": "© 2024 Modivcare® Inc.", "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 07:10:15.364+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "419dcc83-cf2f-436b-801a-30f0ac3daba2", "parentComponentId": null }, { "bbox": { "h": 0.012, "w": 0.012, "x": 0.955, "y": 0.967 }, "kind": "source-note", "text": "15", "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 07:10:15.364+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "844c2dfe-1af9-4708-9024-597c5b078258", "parentComponentId": null }, { "bbox": { "h": 0.559, "w": 0.319, "x": 0.017, "y": 0.204 }, "kind": "table", "text": "NEMT Segment Reconciliation of Non-GAAP Financial Measures Twelve Months Ended Sep 30, 2023 (dollars in thousands) Net income $66,995 Provision (benefit) for income taxes 21,753 Interest expense, net - Depreciation and amortization 27,452 NEMT Reported EBITDA $116,200 Restructuring and related charges 25,734 Transaction and integration costs 4,320 Settlement related costs 250 COVID-19 related costs $24 Equity in net (income) loss of investee, net of tax ($912) Total adjustments 29,416 NEMT Adj. EBITDA $145,616", "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 07:10:15.364+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "23de0796-e4eb-46f1-b019-db80231445e1", "parentComponentId": null }, { "bbox": { "h": 0.559, "w": 0.319, "x": 0.663, "y": 0.204 }, "kind": "table", "text": "RPM Segment Reconciliation of Non-GAAP Financial Measures Twelve Months Ended Sep 30, 2023 (dollars in thousands) Net income ($43,157) Provision (benefit) for income taxes 1,041 Interest expense, net - Depreciation and amortization 23,740 RPM Reported EBITDA ($18,376) Restructuring and related charges - Transaction and integration costs 244 Settlement related costs - COVID-19 related costs - Equity in net (income) loss of investee, net of tax - Impairment of goodwill 45,769 Total adjustments 46,013 RPM Adj. EBITDA $27,637", "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 07:10:15.364+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3aa7e4a4-7305-4860-95e2-1d95689af2b7", "parentComponentId": null }, { "bbox": { "h": 0.559, "w": 0.319, "x": 0.34, "y": 0.204 }, "kind": "table", "text": "PCS Segment Reconciliation of Non-GAAP Financial Measures Twelve Months Ended Sep 30, 2023 (dollars in thousands) Net income ($121,056) Provision (benefit) for income taxes 5,360 Interest expense, net - Depreciation and amortization 51,639 PCS Reported EBITDA ($64,057) Restructuring and related charges (6) Transaction and integration costs 2,097 COVID-19 related costs 43 Impairment of goodwill 137,331 Total adjustments 139,465 PCS Adj. EBITDA $75,408", "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 07:10:15.364+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aa6b4c11-e66d-4fa2-982c-3cb4044a507b", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.51, "x": 0.039, "y": 0.066 }, "kind": "title", "text": "Non-GAAP Reconciliation | Segments", "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 07:10:15.364+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f506db45-0c18-4d2d-a70e-f1fea69e458c", "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": "dcf61259-1dec-48eb-a0b8-07732a6fabd6", "evidence": "The slide presents a detailed reconciliation of Adjusted EBITDA, starting from Net income (loss) and adding back various adjustments, which is a classic waterfall chart structure, for multiple segments.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:59:50.912906+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 3, "to": 6, "label": "Problem", "description": "The problem is presented in slides 3-6, highlighting the complex and costly chronic populations." }, { "from": 7, "to": 9, "label": "Solution", "description": "The solution is presented in slides 7-9, focusing on leveraging trusted touchpoints." }, { "from": 8, "to": 13, "label": "Financials", "description": "Financial overviews and reconciliations are detailed in slides 8-13." }, { "from": 4, "to": 4, "label": "Team", "description": "The highly experienced leadership team is introduced in slide 4." } ], "loops": [ { "from": 3, "to": 9, "label": "Golden Circle", "description": "Why ModivCare's solution is necessary" }, { "from": 6, "to": 9, "label": "Cost Of Inaction", "description": "Highlighting the cost of not acting" } ] }