{ "schemaVersion": "deck-intelligence.v1", "id": "019f6b8e-eb58-77a5-87b8-66ffc2315887", "slug": "jarvis-airbase-investment-memo-series-b", "title": "Airbase investment memo Series B", "subtitle": "airbase-investment-memo-series-b", "author": "airbase-investment-memo-series-b", "pageCount": 12, "kind": "document", "document": { "id": "019f6b8e-eb58-77a5-87b8-66ffc2315887", "slug": "jarvis-airbase-investment-memo-series-b", "title": "Airbase investment memo Series B", "rawTitle": "Airbase investment memo Series B", "authorId": "airbase-investment-memo-series-b", "authorName": null, "authorDisplay": "airbase-investment-memo-series-b", "kind": { "slug": "document", "label": "Document" }, "sourceType": { "slug": "independent_analyst", "label": "Independent analyst" }, "fileName": "jarvis-airbase-investment-memo-series-b.pdf", "sourceUrl": "file://Jarvis_Resources/Airbase-investment-memo-Series-B.pdf", "sourceDate": null, "presentationDate": null, "ingestedAt": "2026-07-16 15:32:36.393574+00", "status": "ready", "pageCount": 12, "orientation": null, "aspectRatio": null, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "jarvis", "industry": null, "local_root": "/Users/miguelsuredasuau/Desktop/jarvis-staging/decks/jarvis-airbase-investment-memo-series-b", "image_width": 1995, "image_format": "jpg", "deck_type_raw": "memo", "deck_type_slug": null, "source_url_pattern": null } }, "coverage": { "pageCount": 12, "pagesIndexed": 12, "pagesWithImages": 12, "pagesWithMetadata": 12, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 77, "chartCount": 0, "metricSlides": 0, "toolMatches": 8, "documentToolMatches": 0, "frameworkMatches": 2, "arcMatches": 1, "beatMatches": 5, "loopMatches": 2, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "61a55c29-c405-470e-aae0-23488cbcaf95", "evidence": "The sequence of slides effectively sets up the problem, agitates it, and then presents Airbase as a solution.", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 23:18:11.591656+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 4, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 2, "name": "Problem (Identify pain)", "beatId": "e2186cf5-b0fc-47fa-a45f-a950b2475ed5", "matchId": "61a55c29-c405-470e-aae0-23488cbcaf95", "beatType": { "name": "Problem (Identify pain)", "slug": "problem-agitate-solution-problem-identify-pain", "status": "active", "canonId": "019dd9b8-0e78-74bb-b8f6-54348367a131", "version": 1, "description": null }, "evidence": "Slides 2-4 clearly articulate the problem and its implications.", "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": 6, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 5, "name": "Key Messages", "beatId": "26ee0dca-f172-4685-934c-1358f5153e9b", "matchId": "61a55c29-c405-470e-aae0-23488cbcaf95", "beatType": null, "evidence": "Slides 5-6 present Airbase's product principles.", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 7, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 7, "name": "Competitive Analysis", "beatId": "57479841-c870-42f7-b473-e401648de329", "matchId": "61a55c29-c405-470e-aae0-23488cbcaf95", "beatType": null, "evidence": "Slide 7 analyzes the competition and outlines Airbase's strategy.", "position": 2, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 10, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 9, "name": "Executive Summary", "beatId": "2d866f30-cf5e-4c1b-8fb2-8b264a3daaa9", "matchId": "61a55c29-c405-470e-aae0-23488cbcaf95", "beatType": null, "evidence": "Slides 9-10 summarize Airbase's progress and vision.", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 11, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 11, "name": "Market Sizing", "beatId": "1576f2dc-44f2-40fd-b1c5-92bf67449afd", "matchId": "61a55c29-c405-470e-aae0-23488cbcaf95", "beatType": null, "evidence": "Slide 11 addresses the market potential of Airbase's solution.", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 11, "from": 4, "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": "e26f10c7-73ee-4b15-8a74-44fdfae607e7", "evidence": "The document implies that the cost of inaction is significant and that Airbase's solution can mitigate this.", "position": 0, "objective": "What is the cost of not solving this problem?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:18:11.783327+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 12, "from": 2, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null, "categoryName": "Urgency", "categorySlug": "urgency" }, "matchId": "15329c50-20c8-4f3c-a2c2-98ef334df96a", "evidence": "The document suggests that market conditions and Airbase's progress make this an opportune time for investment.", "position": 1, "objective": "Why is now the right time for Airbase?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:18:11.816668+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": "2cbf8e44-8a20-41f0-a59e-43478af81221", "evidence": "This is a cover slide with a title and subtitle.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:12:24.758194+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": "Problem Statement Canvas", "slug": "problem-statement-canvas", "status": "active", "bestFor": null, "canonId": "019dd956-839d-744b-ad11-9bf3e3642a18", "version": 1, "bodyDocId": null, "description": "Structured definition of the problem: What? Who? Where? When? Scale?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "69bef749-2817-42b9-969b-624c874eb049", "evidence": "The ecosystem of tools to solve non-payroll spend management evolved this way primarily because they are either front ends to specific payment rails used by businesses to pay their vendors, or a spec", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:12:25.643545+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 2, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Problem-Agitate-Solve (PAS)", "slug": "problem-agitate-solve-pas", "status": "active", "bestFor": null, "canonId": "019dd956-869f-7564-8d42-de54ed29ab90", "version": 1, "bodyDocId": null, "description": "Identify problem, agitate the pain, present the solution", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "4c259290-b22a-4ffa-b69b-1e7e55d89d8c", "evidence": "In practice, the finance and accounting team care about three simple steps: 1. Make sure there is a good process to control spend before it happens. 2. Pay the vendor once it's approved internally. 3. Correctly categorize and record it in the general ledger (GL), ideally in a comp", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:12:25.716695+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Analytical method", "slug": "analytical-method", "status": "active", "bestFor": null, "canonId": "b42c4911-7946-49b5-951c-5f3d23f4e2bd", "version": 1, "bodyDocId": null, "description": "Diagnostic / structuring methods (5-whys, fishbone, issue tree, hypothesis-driven).", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e1922d7d-fc27-4b9a-9abc-41f85bc2b36a", "evidence": "The primary reason the landscape of tools has remained in silos until recently is due to the lack of maturity of the underlying payment infrastructure.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.6, "extraction": { "at": "2026-07-17 02:12:25.792809+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "590f576d-fbb5-49e8-8dab-fd0cf7cb8a8f", "evidence": "We care a lot about helping finance and accounting teams avoid low-value and manual work so they can focus on being strategic business partners.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.6, "extraction": { "at": "2026-07-17 02:12:25.902808+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ffbac5b3-e10b-4f51-9d37-89d8793b090a", "evidence": "Airbase is the system of record which contains every detail of the lifecycle of how a business spends money.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:12:26.013653+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e59654c0-5db3-4831-88d1-4a8b6a107efa", "evidence": "We entered FY2021 with X renewable logos and $X dollars with annual contracts and renewed Y logos with NRR of Z%. ", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:12:26.12338+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "df7ab28e-945a-41c6-ab74-b99b5bf56131", "evidence": "list/bullet: Procurement management: This is another emerging category where certain companies essentially act as an outsourced procurement team to help companies manage the long tail of recurring spend in their business", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:50:40.018603+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": [ { "matchId": "4846f223-31bc-426f-8218-2de6a172a691", "evidence": "Standard document cover page layout", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:33:52.378+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "frameworkName": "cover-slide" }, { "matchId": "08d059df-bb9b-4638-9616-1b03cfa413da", "evidence": "Contrasts the ideal finance process with the reality of traditional siloed systems.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:33:53.595+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "frameworkName": "before-after-framing" } ], "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/EmMwRVWH4nHYKOX16ZR8cY7iP37c7Ga3VYlavW6ByP4/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtYWlyYmFzZS1pbnZlc3RtZW50LW1lbW8tc2VyaWVzLWIvcDAwMS5qcGc", "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": 2, "componentCount": 3, "textChars": 29, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:33:52.378+00", "seconds": 2.224, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-eb58-77a5-87b8-66ffc2315887/1", "deck": "/decks/019f6b8e-eb58-77a5-87b8-66ffc2315887", "deckAnchor": "/decks/019f6b8e-eb58-77a5-87b8-66ffc2315887#slide-1", "deckJson": "/decks/019f6b8e-eb58-77a5-87b8-66ffc2315887.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.2, "x": 0.118, "y": 0.868 }, "kind": "image", "text": "airbase", "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": "2026-07-16 19:33:52.378+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5ca27df6-23e9-4891-9653-c3c67b67188a", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.08, "x": 0.118, "y": 0.309 }, "kind": "subtitle", "text": "April 2021", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:33:52.378+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "69dc57d9-a5eb-493d-b258-49bb18ce9cf5", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.35, "x": 0.118, "y": 0.254 }, "kind": "title", "text": "Airbase Memo", "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": "2026-07-16 19:33:52.378+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c752786e-c213-4a79-a4e9-a50233efe847", "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": "2cbf8e44-8a20-41f0-a59e-43478af81221", "evidence": "This is a cover slide with a title and subtitle.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:12:24.758194+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": [ { "matchId": "4846f223-31bc-426f-8218-2de6a172a691", "evidence": "Standard document cover page layout", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:33:52.378+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "frameworkName": "cover-slide" } ], "arcBeats": [], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/IHxQvqy4yKavqO3HeHY53slD4f6MX8lxFSD1utL_COc/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtYWlyYmFzZS1pbnZlc3RtZW50LW1lbW8tc2VyaWVzLWIvcDAwMS5qcGc", "imagePathAlt": "https://imgproxy.kitesheet.com/BWptdbxD04IwLZ15eT7oWb09qW48zEDBfN5ZOryAaEA/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtYWlyYmFzZS1pbnZlc3RtZW50LW1lbW8tc2VyaWVzLWIvcDAwMS5wbmc", "thumbSrcAlt": "https://imgproxy.kitesheet.com/-NiZXCyDqqKc48oJwG-YnsEqmRubiPClabvVV8qEWu0/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtYWlyYmFzZS1pbnZlc3RtZW50LW1lbW8tc2VyaWVzLWIvcDAwMS5wbmc" }, { "page": 2, "type": "tension", "title": "The slide uses a narrative structure to define the problem space before introducing the company's solution.", "function": "frame_problem", "rawType": "problem_statement", "block": null, "metadata": { "slideType": "problem_statement", "slideTypeCanon": { "name": "Problem statement", "slug": "problem_statement", "status": "active", "canonId": "019de52d-0879-768d-bba8-8da8a5a121d4", "version": 1, "description": null }, "function": "frame_problem", "functionCanon": { "name": "Frame problem", "slug": "frame_problem", "status": "active", "canonId": "019de52d-13db-753e-ad70-e9b2d0dab398", "version": 1, "description": null }, "density": "dense", "densityScore": 50, "componentCount": 6, "textChars": 1071, "nDataPoints": 0, "notes": "The slide uses a narrative structure to define the problem space before introducing the company's solution.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:33:54.405+00", "seconds": 4.073, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-eb58-77a5-87b8-66ffc2315887/2", "deck": "/decks/019f6b8e-eb58-77a5-87b8-66ffc2315887", "deckAnchor": "/decks/019f6b8e-eb58-77a5-87b8-66ffc2315887#slide-2", "deckJson": "/decks/019f6b8e-eb58-77a5-87b8-66ffc2315887.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.764, "x": 0.118, "y": 0.37 }, "kind": "list", "text": "Request and Approval Workflows: These happen via email, Slack, JIRA, Google Forms or through dedicated tools like Procurify. Corporate Cards: Amex, banks (and newer offerings like Brex) are popular options. Expense reimbursement: Expensify is a popular option. Accounts Payable / Bill payments: Bill.com is the leading player in the mid-market.", "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": "2026-07-16 19:33:54.405+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "10e52ad2-9721-4230-a793-83f71af6e48f", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.118, "y": 0.845 }, "kind": "other", "text": "Our definition of a mid-market business is one with 50-1000 employees.", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:33:54.405+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d21c375c-e56f-4c70-b016-8f2ac547d950", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.764, "x": 0.118, "y": 0.308 }, "kind": "paragraph", "text": "Airbase replaces multiple categories of tools typically used by mid-market businesses to manage non-payroll spend, with a single comprehensive platform:", "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": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:33:54.405+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3a62f31f-5f38-49ba-b028-df4f22354da3", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.764, "x": 0.118, "y": 0.658 }, "kind": "paragraph", "text": "The ecosystem of tools to solve non-payroll spend management evolved this way primarily because they are either front ends to specific payment rails used by businesses to pay their vendors, or a specific business process.", "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": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:33:54.405+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "62ddd543-da8d-4f40-ac4c-49fc478da3f2", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.764, "x": 0.118, "y": 0.145 }, "kind": "paragraph", "text": "Every business spends money. A simple way to classify all the money spent by a business is into payroll and non-payroll dollars. In mid-market businesses, managing the non-payroll dollars is incredibly painful because of the siloed and fragmented nature of the tools used.", "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": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:33:54.405+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "682f631b-e3ae-4040-a151-82e302f7db88", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.118, "y": 0.095 }, "kind": "title", "text": "Introduction", "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": "2026-07-16 19:33:54.405+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d3a0f266-0e86-4488-8112-420f9e3cb831", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Problem Statement Canvas", "slug": "problem-statement-canvas", "status": "active", "bestFor": null, "canonId": "019dd956-839d-744b-ad11-9bf3e3642a18", "version": 1, "bodyDocId": null, "description": "Structured definition of the problem: What? Who? Where? When? Scale?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "69bef749-2817-42b9-969b-624c874eb049", "evidence": "The ecosystem of tools to solve non-payroll spend management evolved this way primarily because they are either front ends to specific payment rails used by businesses to pay their vendors, or a spec", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:12:25.643545+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 2, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 4, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 2, "name": "Problem (Identify pain)", "beatId": "e2186cf5-b0fc-47fa-a45f-a950b2475ed5", "matchId": "61a55c29-c405-470e-aae0-23488cbcaf95", "beatType": { "name": "Problem (Identify pain)", "slug": "problem-agitate-solution-problem-identify-pain", "status": "active", "canonId": "019dd9b8-0e78-74bb-b8f6-54348367a131", "version": 1, "description": null }, "evidence": "Slides 2-4 clearly articulate the problem and its implications.", "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": 12, "from": 2, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "15329c50-20c8-4f3c-a2c2-98ef334df96a", "evidence": "The document suggests that market conditions and Airbase's progress make this an opportune time for investment.", "position": 1, "objective": "Why is now the right time for Airbase?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:18:11.816668+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 3, "type": "tension", "function": "frame_problem", "rawType": "problem_statement", "block": null, "metadata": { "slideType": "problem_statement", "slideTypeCanon": { "name": "Problem statement", "slug": "problem_statement", "status": "active", "canonId": "019de52d-0879-768d-bba8-8da8a5a121d4", "version": 1, "description": null }, "function": "frame_problem", "functionCanon": { "name": "Frame problem", "slug": "frame_problem", "status": "active", "canonId": "019de52d-13db-753e-ad70-e9b2d0dab398", "version": 1, "description": null }, "density": "balanced", "densityScore": 49, "componentCount": 6, "textChars": 1030, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:33:53.595+00", "seconds": 3.115, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-eb58-77a5-87b8-66ffc2315887/3", "deck": "/decks/019f6b8e-eb58-77a5-87b8-66ffc2315887", "deckAnchor": "/decks/019f6b8e-eb58-77a5-87b8-66ffc2315887#slide-3", "deckJson": "/decks/019f6b8e-eb58-77a5-87b8-66ffc2315887.json" }, "components": [ { "bbox": { "h": 0.155, "w": 0.764, "x": 0.118, "y": 0.672 }, "kind": "callout", "text": "Airbase is a reimagining, from first principles, how spend management should work in any business. We believe that our approach will be the default expectation of the market over the coming years...", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:33:53.595+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "13a45a9f-c6de-4b5e-9b2c-86c8c11f6fb7", "parentComponentId": null }, { "bbox": { "h": 0.085, "w": 0.764, "x": 0.118, "y": 0.217 }, "kind": "list", "text": "1. Make sure there is a good process to control spend before it happens.\n2. Pay the vendor once it's approved internally.\n3. Correctly categorize and record it in the general ledger (GL), ideally in a completely automated way.", "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": "2026-07-16 19:33:53.595+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2b28e896-9077-4c54-8049-412b578bbe30", "parentComponentId": null }, { "bbox": { "h": 0.245, "w": 0.764, "x": 0.118, "y": 0.384 }, "kind": "list", "text": "1. An archaic and periodic monthly close process which is an enormous amount of low-value, manual work...\n2. A lack of high-quality control and visibility into how money is spent by decision-makers across the business...", "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": "2026-07-16 19:33:53.595+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ab9931f5-cc3f-4e79-8e48-e716af76df2e", "parentComponentId": null }, { "bbox": { "h": 0.065, "w": 0.764, "x": 0.118, "y": 0.092 }, "kind": "paragraph", "text": "No finance and accounting team - who are the primary stakeholders in the spend management process in mid-market companies - would design a siloed and fragmented system like this. They just don't think about the lifecycle of spending this way.", "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": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:33:53.595+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "540d8b44-4e46-4ad4-a665-029472324257", "parentComponentId": null }, { "bbox": { "h": 0.021, "w": 0.535, "x": 0.118, "y": 0.184 }, "kind": "subtitle", "text": "In practice, the finance and accounting team care about three simple steps:", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:33:53.595+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a016908e-0323-45a0-acae-8b24e2a0f0aa", "parentComponentId": null }, { "bbox": { "h": 0.021, "w": 0.535, "x": 0.118, "y": 0.352 }, "kind": "subtitle", "text": "But, what they have to deal with in the traditional siloed system is:", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:33:53.595+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e7059055-dd4e-4d47-af17-66e8be6c9bb6", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Problem-Agitate-Solve (PAS)", "slug": "problem-agitate-solve-pas", "status": "active", "bestFor": null, "canonId": "019dd956-869f-7564-8d42-de54ed29ab90", "version": 1, "bodyDocId": null, "description": "Identify problem, agitate the pain, present the solution", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "4c259290-b22a-4ffa-b69b-1e7e55d89d8c", "evidence": "In practice, the finance and accounting team care about three simple steps: 1. Make sure there is a good process to control spend before it happens. 2. Pay the vendor once it's approved internally. 3. Correctly categorize and record it in the general ledger (GL), ideally in a comp", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:12:25.716695+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "08d059df-bb9b-4638-9616-1b03cfa413da", "evidence": "Contrasts the ideal finance process with the reality of traditional siloed systems.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:33:53.595+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "frameworkName": "before-after-framing" } ], "arcBeats": [ { "to": 4, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 2, "name": "Problem (Identify pain)", "beatId": "e2186cf5-b0fc-47fa-a45f-a950b2475ed5", "matchId": "61a55c29-c405-470e-aae0-23488cbcaf95", "beatType": { "name": "Problem (Identify pain)", "slug": "problem-agitate-solution-problem-identify-pain", "status": "active", "canonId": "019dd9b8-0e78-74bb-b8f6-54348367a131", "version": 1, "description": null }, "evidence": "Slides 2-4 clearly articulate the problem and its implications.", "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": 12, "from": 2, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "15329c50-20c8-4f3c-a2c2-98ef334df96a", "evidence": "The document suggests that market conditions and Airbase's progress make this an opportune time for investment.", "position": 1, "objective": "Why is now the right time for Airbase?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:18:11.816668+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 4, "type": "tension", "function": "frame_problem", "rawType": "problem_statement", "block": null, "metadata": { "slideType": "problem_statement", "slideTypeCanon": { "name": "Problem statement", "slug": "problem_statement", "status": "active", "canonId": "019de52d-0879-768d-bba8-8da8a5a121d4", "version": 1, "description": null }, "function": "frame_problem", "functionCanon": { "name": "Frame problem", "slug": "frame_problem", "status": "active", "canonId": "019de52d-13db-753e-ad70-e9b2d0dab398", "version": 1, "description": null }, "density": "dense", "densityScore": 53, "componentCount": 6, "textChars": 1261, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:33:53.74+00", "seconds": 3.085, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-eb58-77a5-87b8-66ffc2315887/4", "deck": "/decks/019f6b8e-eb58-77a5-87b8-66ffc2315887", "deckAnchor": "/decks/019f6b8e-eb58-77a5-87b8-66ffc2315887#slide-4", "deckJson": "/decks/019f6b8e-eb58-77a5-87b8-66ffc2315887.json" }, "components": [ { "bbox": { "h": 0.215, "w": 0.764, "x": 0.118, "y": 0.258 }, "kind": "list", "text": "Historically, tools in this domain have fallen into three buckets: Standalone software workflows, Payment systems, and Workflow-focused systems.", "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": "2026-07-16 19:33:53.74+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "91bb8816-e91c-4fbc-be2a-55b2d0577858", "parentComponentId": null }, { "bbox": { "h": 0.075, "w": 0.764, "x": 0.118, "y": 0.582 }, "kind": "list", "text": "1. The maturity of developer-friendly card issuing platforms. 2. Banks have gotten better at allowing startups to integrate into their systems.", "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": "2026-07-16 19:33:53.74+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5c976b1b-e919-42af-815c-2c71a7f7fd6b", "parentComponentId": null }, { "bbox": { "h": 0.117, "w": 0.764, "x": 0.118, "y": 0.715 }, "kind": "paragraph", "text": "This has allowed anyone who deeply understands the lifecycle of spend in a business - starting with collaboration between team members as they decide how to spend budgets, paying vendors across multiple payment methods, and accounting workflows for how it's all categorized and recorded correctly in the general ledger - to bring the software workflows and payments together in a way that very closely maps to the actual workflows that happen inside a business.", "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": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:33:53.74+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3631eb94-3483-4521-9264-e944788f9d62", "parentComponentId": null }, { "bbox": { "h": 0.075, "w": 0.764, "x": 0.118, "y": 0.145 }, "kind": "paragraph", "text": "The primary reason the landscape of tools has remained in silos until recently is due to the lack of maturity of the underlying payment infrastructure. It's important to understand that solving the spend management problem the right way involves deeply integrating workflow-driven software and payments into a single product.", "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": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:33:53.74+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "acb2b8e2-14db-4e24-9328-dcbfa273bb09", "parentComponentId": null }, { "bbox": { "h": 0.042, "w": 0.764, "x": 0.118, "y": 0.522 }, "kind": "paragraph", "text": "Over the last 3 years, two big changes have made it easier (not easy!) to build a system that integrates the software workflows with payments:", "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": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:33:53.74+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fd294408-bb03-43d9-a4d5-ec08b5bd6287", "parentComponentId": null }, { "bbox": { "h": 0.033, "w": 0.764, "x": 0.118, "y": 0.103 }, "kind": "title", "text": "Why hasn't anybody solved this problem so far?", "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": "2026-07-16 19:33:53.74+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4247ca55-d159-4179-ab19-f05e4ad72bb3", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Analytical method", "slug": "analytical-method", "status": "active", "bestFor": null, "canonId": "b42c4911-7946-49b5-951c-5f3d23f4e2bd", "version": 1, "bodyDocId": null, "description": "Diagnostic / structuring methods (5-whys, fishbone, issue tree, hypothesis-driven).", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e1922d7d-fc27-4b9a-9abc-41f85bc2b36a", "evidence": "The primary reason the landscape of tools has remained in silos until recently is due to the lack of maturity of the underlying payment infrastructure.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.6, "extraction": { "at": "2026-07-17 02:12:25.792809+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 4, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 2, "name": "Problem (Identify pain)", "beatId": "e2186cf5-b0fc-47fa-a45f-a950b2475ed5", "matchId": "61a55c29-c405-470e-aae0-23488cbcaf95", "beatType": { "name": "Problem (Identify pain)", "slug": "problem-agitate-solution-problem-identify-pain", "status": "active", "canonId": "019dd9b8-0e78-74bb-b8f6-54348367a131", "version": 1, "description": null }, "evidence": "Slides 2-4 clearly articulate the problem and its implications.", "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": 11, "from": 4, "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": "e26f10c7-73ee-4b15-8a74-44fdfae607e7", "evidence": "The document implies that the cost of inaction is significant and that Airbase's solution can mitigate this.", "position": 0, "objective": "What is the cost of not solving this problem?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:18:11.783327+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 12, "from": 2, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "15329c50-20c8-4f3c-a2c2-98ef334df96a", "evidence": "The document suggests that market conditions and Airbase's progress make this an opportune time for investment.", "position": 1, "objective": "Why is now the right time for Airbase?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:18:11.816668+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 5, "type": "setup", "function": "establish_context", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "dense", "densityScore": 53, "componentCount": 6, "textChars": 1252, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:33:57.845+00", "seconds": 7.013, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-eb58-77a5-87b8-66ffc2315887/5", "deck": "/decks/019f6b8e-eb58-77a5-87b8-66ffc2315887", "deckAnchor": "/decks/019f6b8e-eb58-77a5-87b8-66ffc2315887#slide-5", "deckJson": "/decks/019f6b8e-eb58-77a5-87b8-66ffc2315887.json" }, "components": [ { "bbox": { "h": 0.285, "w": 0.73, "x": 0.135, "y": 0.248 }, "kind": "image", "text": "Airbase platform dashboard and mobile interface", "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": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:33:57.845+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1fae495a-b4b5-4f68-be05-78823ccd5408", "parentComponentId": null }, { "bbox": { "h": 0.065, "w": 0.764, "x": 0.118, "y": 0.144 }, "kind": "paragraph", "text": "Please watch a demo of the Airbase platform to get a better sense of why taking a first-principles approach to solving the entire spend management problem fundamentally changes spend culture in a business, and leads to significant time and money savings", "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": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:33:57.845+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "04054d54-5c83-4a55-b6d6-91db056fffd6", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.764, "x": 0.118, "y": 0.564 }, "kind": "paragraph", "text": "In addition to familiarizing yourself with how the product works, it's important to understand how we approach the product development process and the principles that guide us.", "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": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:33:57.845+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "531e7729-6818-43aa-9f94-6a1e29119659", "parentComponentId": null }, { "bbox": { "h": 0.185, "w": 0.764, "x": 0.118, "y": 0.674 }, "kind": "paragraph", "text": "We believe that almost all of the value we can offer to our customers comes from the workflows enabled by our product. Payments are an important enabler, but just that - an enabler. We never forget that we're not solving a payments problem for our customers, but workflow, process, and information exchange problems in their business. As far as we and our customers are concerned, payments are a utility, and the value is in the deep software layer above it. Of course, we make money from financial services as a side-effect of the usage of our platform, which is great, but the value perceived by customers is primarily in the workflows, and not from moving money from point A to B.", "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": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:33:57.845+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "045a49b8-4337-485f-b234-00aae9cacc55", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.764, "x": 0.118, "y": 0.641 }, "kind": "title", "text": "We're a workflow-driven software product first and a fintech company second", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:33:57.845+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1c38fc0d-bc51-4a49-aacd-4babac3ee233", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.288, "x": 0.118, "y": 0.095 }, "kind": "title", "text": "Product Principles", "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": "2026-07-16 19:33:57.845+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1bd9401f-95e6-440f-b0e3-efdb0854de1b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 6, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 5, "name": "Key Messages", "beatId": "26ee0dca-f172-4685-934c-1358f5153e9b", "matchId": "61a55c29-c405-470e-aae0-23488cbcaf95", "beatType": null, "evidence": "Slides 5-6 present Airbase's product principles.", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 11, "from": 4, "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": "e26f10c7-73ee-4b15-8a74-44fdfae607e7", "evidence": "The document implies that the cost of inaction is significant and that Airbase's solution can mitigate this.", "position": 0, "objective": "What is the cost of not solving this problem?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:18:11.783327+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 12, "from": 2, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "15329c50-20c8-4f3c-a2c2-98ef334df96a", "evidence": "The document suggests that market conditions and Airbase's progress make this an opportune time for investment.", "position": 1, "objective": "Why is now the right time for Airbase?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:18:11.816668+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 6, "type": "setup", "title": "This slide outlines the company's strategic value propositions.", "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": "overcrowded", "densityScore": 85, "componentCount": 10, "textChars": 1344, "nDataPoints": 2, "notes": "This slide outlines the company's strategic value propositions.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:33:54.791+00", "seconds": 3.897, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-eb58-77a5-87b8-66ffc2315887/6", "deck": "/decks/019f6b8e-eb58-77a5-87b8-66ffc2315887", "deckAnchor": "/decks/019f6b8e-eb58-77a5-87b8-66ffc2315887#slide-6", "deckJson": "/decks/019f6b8e-eb58-77a5-87b8-66ffc2315887.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.02, "x": 0.86, "y": 0.905 }, "kind": "other", "text": "6", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "other", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:33:54.791+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "23072741-7c2a-428e-856b-fcd5c23d1018", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.15, "x": 0.118, "y": 0.905 }, "kind": "other", "text": "Airbase Series B Memo", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:33:54.791+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0da61989-d588-47bd-8123-7c9c49387ec9", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.76, "x": 0.118, "y": 0.605 }, "kind": "paragraph", "text": "Finance tools are notorious for having terrible design and UX. Most of the established players are 15 years or older, and they don’t particularly care about UX. So, we don’t have a very high bar to meet. But, the fact that we value high-quality design and UX has turned out to be a big differentiator for us.", "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": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:33:54.791+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "061d44c8-039a-4436-8cb6-9faf1f701342", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.76, "x": 0.118, "y": 0.125 }, "kind": "paragraph", "text": "We fundamentally reject the rationalization that siloed products exist because they are “best of breed” and platforms can’t truly solve the whole problem. We’re committed to delivering the breadth and depth of the solution that allows mid-market companies to manage 100% of their non-payroll spend in one platform without any compromises when they move from point solutions.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:33:54.791+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "71e752a1-39c2-4e36-bac1-a2ec770fb253", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.76, "x": 0.118, "y": 0.81 }, "kind": "paragraph", "text": "We offer multiple established categories of products in one platform. We have made a significant investment in R&D and will continue to do so. We currently have 54 people on our product development", "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": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:33:54.791+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c484859d-8dbe-4742-bfc5-657d1d314e59", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.76, "x": 0.118, "y": 0.385 }, "kind": "paragraph", "text": "We care a lot about helping finance and accounting teams avoid low-value and manual work so they can focus on being strategic business partners. That can only happen if our platform shows a deep understanding of every step of the work they do.", "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": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:33:54.791+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c97ac962-7e83-4ac8-ba5c-89aba279b205", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.118, "y": 0.78 }, "kind": "title", "text": "The Airbase system has a large surface area", "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": "2026-07-16 19:33:54.791+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "251ed068-70c3-4114-b670-3555d65dcd39", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.55, "x": 0.118, "y": 0.355 }, "kind": "title", "text": "Deeply understand the work of finance and accounting teams", "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": "2026-07-16 19:33:54.791+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5b27b243-9ac0-4560-b079-0397f5f33875", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.118, "y": 0.575 }, "kind": "title", "text": "High-quality design and UX are table stakes", "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": "2026-07-16 19:33:54.791+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aecb7def-a7f2-4c06-9ee3-50e0c528b10e", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.45, "x": 0.118, "y": 0.093 }, "kind": "title", "text": "Offer a best in class solution across every product area", "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": "2026-07-16 19:33:54.791+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cf87f9f1-6c87-4008-96d5-8b9052eaa97d", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "590f576d-fbb5-49e8-8dab-fd0cf7cb8a8f", "evidence": "We care a lot about helping finance and accounting teams avoid low-value and manual work so they can focus on being strategic business partners.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.6, "extraction": { "at": "2026-07-17 02:12:25.902808+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 6, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 5, "name": "Key Messages", "beatId": "26ee0dca-f172-4685-934c-1358f5153e9b", "matchId": "61a55c29-c405-470e-aae0-23488cbcaf95", "beatType": null, "evidence": "Slides 5-6 present Airbase's product principles.", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 11, "from": 4, "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": "e26f10c7-73ee-4b15-8a74-44fdfae607e7", "evidence": "The document implies that the cost of inaction is significant and that Airbase's solution can mitigate this.", "position": 0, "objective": "What is the cost of not solving this problem?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:18:11.783327+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 12, "from": 2, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "15329c50-20c8-4f3c-a2c2-98ef334df96a", "evidence": "The document suggests that market conditions and Airbase's progress make this an opportune time for investment.", "position": 1, "objective": "Why is now the right time for Airbase?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:18:11.816668+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 7, "type": "setup", "title": "The slide is a text-heavy narrative page from a Series B memo.", "function": "compare_peers", "rawType": "competitive_analysis", "block": null, "metadata": { "slideType": "competitive_analysis", "slideTypeCanon": { "name": "Competitive analysis", "slug": "competitive_analysis", "status": "active", "canonId": "019de52d-093e-776b-94c6-c1573f5f1a31", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 40, "componentCount": 6, "textChars": 741, "nDataPoints": 0, "notes": "The slide is a text-heavy narrative page from a Series B memo.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:33:54.541+00", "seconds": 2.913, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-eb58-77a5-87b8-66ffc2315887/7", "deck": "/decks/019f6b8e-eb58-77a5-87b8-66ffc2315887", "deckAnchor": "/decks/019f6b8e-eb58-77a5-87b8-66ffc2315887#slide-7", "deckJson": "/decks/019f6b8e-eb58-77a5-87b8-66ffc2315887.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.73, "x": 0.148, "y": 0.31 }, "kind": "list", "text": "Established, legacy players: nine times out of ten, prospects we engage with are using point solutions like Bill.com, Expensify and a corporate card. Emerging players: These include Brex, Divvy, Ramp and Teampay.", "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": "2026-07-16 19:33:54.541+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "684ba151-7d87-4450-add5-ed7729f40ee3", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.5, "x": 0.118, "y": 0.708 }, "kind": "paragraph", "text": "Our primary goal is to own the spend related workflows in the business", "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": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:33:54.541+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2b185ae4-b22a-45ff-be94-8c1f44b636a1", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.76, "x": 0.118, "y": 0.46 }, "kind": "paragraph", "text": "We've always taken the approach that the perceived value is in the software, and the financial services / payments aspect of the platform is an important enabler. So, we've built a robust software platform and charge a subscription fee for it.", "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": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:33:54.541+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a0ac23b7-2797-44af-b025-40e6b6e2a17f", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.118, "y": 0.28 }, "kind": "paragraph", "text": "We classify competitors into two categories:", "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": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:33:54.541+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cbbce548-958b-436c-9e7d-610d9742fb88", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.76, "x": 0.118, "y": 0.74 }, "kind": "paragraph", "text": "We think the most valuable problem to be solved in this space is the unification of multiple siloed tools into a single spend management platform.", "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": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:33:54.541+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d19073e2-b125-4847-a494-4771f6034812", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.35, "x": 0.118, "y": 0.228 }, "kind": "title", "text": "Competition & Our Strategy", "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": "2026-07-16 19:33:54.541+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f1cb34b7-15b0-4975-b8ba-78a9380d286d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 7, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 7, "name": "Competitive Analysis", "beatId": "57479841-c870-42f7-b473-e401648de329", "matchId": "61a55c29-c405-470e-aae0-23488cbcaf95", "beatType": null, "evidence": "Slide 7 analyzes the competition and outlines Airbase's strategy.", "position": 2, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 11, "from": 4, "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": "e26f10c7-73ee-4b15-8a74-44fdfae607e7", "evidence": "The document implies that the cost of inaction is significant and that Airbase's solution can mitigate this.", "position": 0, "objective": "What is the cost of not solving this problem?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:18:11.783327+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 12, "from": 2, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "15329c50-20c8-4f3c-a2c2-98ef334df96a", "evidence": "The document suggests that market conditions and Airbase's progress make this an opportune time for investment.", "position": 1, "objective": "Why is now the right time for Airbase?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:18:11.816668+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 8, "type": "setup", "title": "This slide outlines the company's strategic pivot from card issuer to software platform partner.", "function": "establish_context", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 83, "componentCount": 9, "textChars": 2483, "nDataPoints": 0, "notes": "This slide outlines the company's strategic pivot from card issuer to software platform partner.", "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:34:38.368+00", "seconds": 46.732, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-eb58-77a5-87b8-66ffc2315887/8", "deck": "/decks/019f6b8e-eb58-77a5-87b8-66ffc2315887", "deckAnchor": "/decks/019f6b8e-eb58-77a5-87b8-66ffc2315887#slide-8", "deckJson": "/decks/019f6b8e-eb58-77a5-87b8-66ffc2315887.json" }, "components": [ { "bbox": { "h": 0.015, "w": 0.125, "x": 0.118, "y": 0.908 }, "kind": "other", "text": "Airbase Series B Memo", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "other", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:34:38.368+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1252b490-ac10-4c63-aba8-657e5f5a1800", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.017, "x": 0.865, "y": 0.908 }, "kind": "other", "text": "8", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "other", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:34:38.368+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "54fa5d8f-6446-41ec-8aa2-10dc64254757", "parentComponentId": null }, { "bbox": { "h": 0.165, "w": 0.764, "x": 0.118, "y": 0.644 }, "kind": "paragraph", "text": "We issue our own cards today. But, we started with that approach because there was no other way to showcase our view that a corporate card system is a software product. We have no interest in competing in the corporate card wars long term and have built the system to issue either our own cards, or integrate with other card issuers. We think it's better to focus on the software layer and partner with the incumbent card issuers like the banks with large commercial card portfolios. By partnering with us, they can offer a high-quality card spend management experience to their customers, while keeping at bay the emerging competition from players like Brex. We are going to launch our integrated offering with XYZ mid 2021, and are in advanced discussions with ABC.", "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": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:34:38.368+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3ea376db-0e47-4e20-a0ae-88efb045a3b4", "parentComponentId": null }, { "bbox": { "h": 0.055, "w": 0.764, "x": 0.118, "y": 0.092 }, "kind": "paragraph", "text": "but we expect financial services revenue to grow faster as transaction volume increases across payment methods on the platform. That makes it a no-brainer for us to continue investing deeply in owning the spend related workflows.", "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": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:34:38.368+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c0d46645-cf92-4ca4-85b0-e73fa041202d", "parentComponentId": null }, { "bbox": { "h": 0.055, "w": 0.764, "x": 0.118, "y": 0.224 }, "kind": "paragraph", "text": "Airbase is the system of record which contains every detail of the lifecycle of how a business spends money. This is very sticky and strategic real estate and valuable on its own, but it allows us to target a number of large adjacent opportunities in the future. Refer to the last section for how we think about this.", "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": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:34:38.368+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e822a4c5-d59b-4450-a77c-178485bcf4a2", "parentComponentId": null }, { "bbox": { "h": 0.215, "w": 0.764, "x": 0.118, "y": 0.36 }, "kind": "paragraph", "text": "With the availability of mature card issuing platforms, anybody who can plausibly offer a corporate card will do so. There is a glut of corporate card offerings in the market and this will only continue. We believe that trying to acquire customers on the promise of rewards and size of the line of credit is a race to the bottom. Yes, there is an opportunity to go head-to-head against the legacy card issuers like Amex and the banks with a better product, rewards and line of credit, take some market share and build a valuable business. But, we don't believe that's the best way to maximize long term value creation. Our opinion is that corporate cards of the future are primarily workflow-driven software products where the real value is in deeply understanding the entire lifecycle of how businesses spend money on cards and to support that in software workflows. Also, corporate card spend is just one piece of the larger problem finance and accounting teams have to solve.", "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": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:34:38.368+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f46248d5-a2f5-4c12-a0dd-742adaa4435c", "parentComponentId": null }, { "bbox": { "h": 0.021, "w": 0.375, "x": 0.118, "y": 0.327 }, "kind": "title", "text": "Corporate cards are a commodity product", "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": "2026-07-16 19:34:38.368+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "67cf90c9-515e-4354-806f-097e590d59f5", "parentComponentId": null }, { "bbox": { "h": 0.021, "w": 0.435, "x": 0.118, "y": 0.191 }, "kind": "title", "text": "We occupy very strategic real estate in a business", "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": "2026-07-16 19:34:38.368+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6c847ecb-3152-43bb-ac3a-ee60c1fe8182", "parentComponentId": null }, { "bbox": { "h": 0.021, "w": 0.655, "x": 0.118, "y": 0.611 }, "kind": "title", "text": "Focusing on the software and partnering with banks is a better long-term strategy", "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": "2026-07-16 19:34:38.368+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "808aa6fd-3b15-4565-9eed-7cf9977b60b7", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ffbac5b3-e10b-4f51-9d37-89d8793b090a", "evidence": "Airbase is the system of record which contains every detail of the lifecycle of how a business spends money.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:12:26.013653+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [ { "to": 11, "from": 4, "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": "e26f10c7-73ee-4b15-8a74-44fdfae607e7", "evidence": "The document implies that the cost of inaction is significant and that Airbase's solution can mitigate this.", "position": 0, "objective": "What is the cost of not solving this problem?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:18:11.783327+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 12, "from": 2, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "15329c50-20c8-4f3c-a2c2-98ef334df96a", "evidence": "The document suggests that market conditions and Airbase's progress make this an opportune time for investment.", "position": 1, "objective": "Why is now the right time for Airbase?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:18:11.816668+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 9, "type": "resolution", "function": "size_opportunity", "rawType": "executive_summary", "block": null, "metadata": { "slideType": "executive_summary", "slideTypeCanon": { "name": "Executive summary", "slug": "executive_summary", "status": "active", "canonId": "019de52d-06be-73ff-81b3-f99fe7f0025e", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "dense", "densityScore": 54, "componentCount": 6, "textChars": 1271, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:48:44.798+00", "seconds": 6.071, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-eb58-77a5-87b8-66ffc2315887/9", "deck": "/decks/019f6b8e-eb58-77a5-87b8-66ffc2315887", "deckAnchor": "/decks/019f6b8e-eb58-77a5-87b8-66ffc2315887#slide-9", "deckJson": "/decks/019f6b8e-eb58-77a5-87b8-66ffc2315887.json" }, "components": [ { "bbox": { "h": 0.014, "w": 0.125, "x": 0.118, "y": 0.907 }, "kind": "other", "text": "Airbase Series B Memo", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "other", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:48:44.798+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "17d998d6-da0f-4962-9f65-8a6d4214b003", "parentComponentId": null }, { "bbox": { "h": 0.014, "w": 0.008, "x": 0.864, "y": 0.907 }, "kind": "other", "text": "9", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "other", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:48:44.798+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "64545ffd-951c-4446-8eb6-e20076cf1d2e", "parentComponentId": null }, { "bbox": { "h": 0.103, "w": 0.764, "x": 0.118, "y": 0.334 }, "kind": "paragraph", "text": "Our primary focus so far has been on the mid-market (50-1000 employees). We'll continue with that focus and invest in going further upmarket where companies truly value comprehensive software solutions that solve their problems and will pay good money for it. The mid-market is highly underserved at the moment and there is a clear opportunity to create the category leader that consolidates all non-payroll spending in a company.", "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": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:48:44.798+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0dce2c40-d1b1-4ec2-88a4-583738093a90", "parentComponentId": null }, { "bbox": { "h": 0.155, "w": 0.764, "x": 0.118, "y": 0.125 }, "kind": "paragraph", "text": "The trend of building globally distributed teams has been accelerating over the last few years, but the pandemic brought it forward by 10 years. Companies at every stage of growth are now hiring around the world, which means the spend management problem is global. If dealing with 5-6 systems to manage spend in the US is hard, adding 2-3 additional systems per international entity and meeting the needs of a distributed workforce is a big challenge for finance and accounting teams. It's a huge opportunity to deliver a single global platform to manage every dollar spent by a business across currencies and locations. We have all the building blocks in place and will be delivering this to our customers by the end of 2021.", "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": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:48:44.798+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1313d4f5-6984-44a6-93b5-676432e28c2a", "parentComponentId": null }, { "bbox": { "h": 0.021, "w": 0.525, "x": 0.118, "y": 0.093 }, "kind": "title", "text": "Solving the global spend management problem is a huge opportunity", "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": "2026-07-16 19:48:44.798+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "df1e8144-7652-438c-832e-c705366a451f", "parentComponentId": null }, { "bbox": { "h": 0.021, "w": 0.255, "x": 0.118, "y": 0.302 }, "kind": "title", "text": "Mid-market and then upmarket", "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": "2026-07-16 19:48:44.798+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e4414ffe-6017-4d50-8344-b69cbb36b85a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 10, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 9, "name": "Executive Summary", "beatId": "2d866f30-cf5e-4c1b-8fb2-8b264a3daaa9", "matchId": "61a55c29-c405-470e-aae0-23488cbcaf95", "beatType": null, "evidence": "Slides 9-10 summarize Airbase's progress and vision.", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 11, "from": 4, "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": "e26f10c7-73ee-4b15-8a74-44fdfae607e7", "evidence": "The document implies that the cost of inaction is significant and that Airbase's solution can mitigate this.", "position": 0, "objective": "What is the cost of not solving this problem?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:18:11.783327+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 12, "from": 2, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "15329c50-20c8-4f3c-a2c2-98ef334df96a", "evidence": "The document suggests that market conditions and Airbase's progress make this an opportune time for investment.", "position": 1, "objective": "Why is now the right time for Airbase?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:18:11.816668+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 10, "type": "setup", "title": "The slide uses placeholders (X, Y, Z) for sensitive financial data.", "function": "summarize", "rawType": "executive_summary", "block": null, "metadata": { "slideType": "executive_summary", "slideTypeCanon": { "name": "Executive summary", "slug": "executive_summary", "status": "active", "canonId": "019de52d-06be-73ff-81b3-f99fe7f0025e", "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": 85, "componentCount": 9, "textChars": 1346, "nDataPoints": 10, "notes": "The slide uses placeholders (X, Y, Z) for sensitive financial data.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:33:55.674+00", "seconds": 3.738, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-eb58-77a5-87b8-66ffc2315887/10", "deck": "/decks/019f6b8e-eb58-77a5-87b8-66ffc2315887", "deckAnchor": "/decks/019f6b8e-eb58-77a5-87b8-66ffc2315887#slide-10", "deckJson": "/decks/019f6b8e-eb58-77a5-87b8-66ffc2315887.json" }, "components": [ { "bbox": { "h": 0.045, "w": 0.708, "x": 0.146, "y": 0.643 }, "kind": "list", "text": "Payment volume on the platform across all payment methods grew from an annualized rate of $X per year in March 2020 to $Y per year in March 2021.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:33:55.674+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "54fdb34b-136f-4c81-b80c-cda73a642011", "parentComponentId": null }, { "bbox": { "h": 0.085, "w": 0.708, "x": 0.146, "y": 0.513 }, "kind": "list", "text": "We entered FY2021 with X renewable logos and $X dollars with annual contracts and renewed Y logos with NRR of Z%. We did not lose a single customer because they implemented Airbase and did not find value. The top reason for churn by far has been customers getting acquired.", "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": "2026-07-16 19:33:55.674+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7c3eee23-4606-407a-8250-cfafdb3fe321", "parentComponentId": null }, { "bbox": { "h": 0.065, "w": 0.708, "x": 0.146, "y": 0.333 }, "kind": "list", "text": "At the end of March 2021, we have X paying customers and an ending ARR of $Y. We make an average of ~$X per customer (ranges from about $X to $Y). The split between subscription and financial services revenue is X%/Y%.", "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": "2026-07-16 19:33:55.674+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a1b619b9-a4a4-4508-937e-260982bb4eca", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.708, "x": 0.146, "y": 0.743 }, "kind": "list", "text": "Employee headcount is currently 96. Our team is spread across 9 countries since we're a fully distributed team.", "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": "2026-07-16 19:33:55.674+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a6871f90-ec4f-4a92-b707-571e3827ada2", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.708, "x": 0.146, "y": 0.603 }, "kind": "list", "text": "NRR in Q1 FY2022 is expected to be X%. We're targeting Y% for the year.", "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": "2026-07-16 19:33:55.674+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "af135f8d-c0c6-46cd-b2d5-9b77a9635190", "parentComponentId": null }, { "bbox": { "h": 0.085, "w": 0.708, "x": 0.146, "y": 0.413 }, "kind": "list", "text": "Gross margin for the financial year ending Jan 31 2021 (FY2021) was 90.12%. We expect it to be about 84% at the end of the current financial year, since we're hiring aggressively in our onboarding and support teams. But, it will climb back up to above 90% in 2022/FY2023.", "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": "2026-07-16 19:33:55.674+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e39f06e0-e4ad-45e8-b2dc-d0e1502064c4", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.708, "x": 0.146, "y": 0.693 }, "kind": "list", "text": "We've been very capital-efficient so far. We've raised ~$30.5M and have ~$21.5M in the bank for a net burn of $9M.", "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": "2026-07-16 19:33:55.674+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fe70e950-557b-47b3-a2ac-98620a84d72c", "parentComponentId": null }, { "bbox": { "h": 0.042, "w": 0.764, "x": 0.118, "y": 0.173 }, "kind": "paragraph", "text": "You will get a good sense of the business we're building from the metrics deck and operating model that will be shared with you.", "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": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:33:55.674+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8d905367-2b9c-423c-abea-51ee5f80afe1", "parentComponentId": null }, { "bbox": { "h": 0.032, "w": 0.245, "x": 0.118, "y": 0.123 }, "kind": "title", "text": "Progress so far", "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": "2026-07-16 19:33:55.674+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3b956af8-9ed0-40c6-88c3-8ada7c578ed5", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e59654c0-5db3-4831-88d1-4a8b6a107efa", "evidence": "We entered FY2021 with X renewable logos and $X dollars with annual contracts and renewed Y logos with NRR of Z%. ", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:12:26.12338+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 10, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 9, "name": "Executive Summary", "beatId": "2d866f30-cf5e-4c1b-8fb2-8b264a3daaa9", "matchId": "61a55c29-c405-470e-aae0-23488cbcaf95", "beatType": null, "evidence": "Slides 9-10 summarize Airbase's progress and vision.", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 11, "from": 4, "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": "e26f10c7-73ee-4b15-8a74-44fdfae607e7", "evidence": "The document implies that the cost of inaction is significant and that Airbase's solution can mitigate this.", "position": 0, "objective": "What is the cost of not solving this problem?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:18:11.783327+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 12, "from": 2, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "15329c50-20c8-4f3c-a2c2-98ef334df96a", "evidence": "The document suggests that market conditions and Airbase's progress make this an opportune time for investment.", "position": 1, "objective": "Why is now the right time for Airbase?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:18:11.816668+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 11, "type": "resolution", "function": "size_opportunity", "rawType": "market_sizing", "block": null, "metadata": { "slideType": "market_sizing", "slideTypeCanon": { "name": "Market sizing", "slug": "market_sizing", "status": "active", "canonId": "019de52d-08c8-756c-8664-733b73a7ee7b", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "balanced", "densityScore": 38, "componentCount": 5, "textChars": 983, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:33:54.739+00", "seconds": 2.699, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-eb58-77a5-87b8-66ffc2315887/11", "deck": "/decks/019f6b8e-eb58-77a5-87b8-66ffc2315887", "deckAnchor": "/decks/019f6b8e-eb58-77a5-87b8-66ffc2315887#slide-11", "deckJson": "/decks/019f6b8e-eb58-77a5-87b8-66ffc2315887.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.76, "x": 0.12, "y": 0.39 }, "kind": "callout", "text": "Here are the adjacent opportunities", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:33:54.739+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1da7b45f-15b0-48ba-9d4f-2e7d2bec17f3", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.76, "x": 0.12, "y": 0.47 }, "kind": "list", "text": "Budgeting and planning collaboration: Airbase has all of the real-time spending information, but the collaboration around budgeting and planning happens in a separate system. Contract Lifecycle Management: Today, the decision making process related to new spend happens in Airbase, but the contract management happens outside. SaaS management: This is an emerging category that helps businesses manage all the SaaS and recurring spend in the business.", "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": "2026-07-16 19:33:54.739+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9fdcbafc-5806-4de0-ba17-46cd5407c2b5", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.76, "x": 0.12, "y": 0.29 }, "kind": "paragraph", "text": "The opportunity in creating the leading mid-market spend management platform is massive. But, the strategic real estate that Airbase occupies in a business given the nature of the problem we solve opens up a number of large adjacent opportunities for us over time.", "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": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:33:54.739+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4981492a-1d2b-4b9e-b1f4-52090de0d8e7", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.76, "x": 0.12, "y": 0.09 }, "kind": "paragraph", "text": "We're convinced at this point that our thesis that a software-first approach to unifying all non-payroll spend into a single platform and owning the workflows is the right long-term angle of attack in this space.", "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": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:33:54.739+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a415a39b-383a-49e4-b296-e7cf0005ef42", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.33, "x": 0.12, "y": 0.24 }, "kind": "title", "text": "How big can this get?", "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": "2026-07-16 19:33:54.739+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4a8e36a0-8f5e-4e59-9e55-233c70a79736", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 11, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 11, "name": "Market Sizing", "beatId": "1576f2dc-44f2-40fd-b1c5-92bf67449afd", "matchId": "61a55c29-c405-470e-aae0-23488cbcaf95", "beatType": null, "evidence": "Slide 11 addresses the market potential of Airbase's solution.", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 11, "from": 4, "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": "e26f10c7-73ee-4b15-8a74-44fdfae607e7", "evidence": "The document implies that the cost of inaction is significant and that Airbase's solution can mitigate this.", "position": 0, "objective": "What is the cost of not solving this problem?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:18:11.783327+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 12, "from": 2, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "15329c50-20c8-4f3c-a2c2-98ef334df96a", "evidence": "The document suggests that market conditions and Airbase's progress make this an opportune time for investment.", "position": 1, "objective": "Why is now the right time for Airbase?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:18:11.816668+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 12, "type": "appendix", "title": "Includes a world map graphic with location markers and a summary metric at the bottom.", "function": "size_opportunity", "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": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "balanced", "densityScore": 47, "componentCount": 5, "textChars": 1106, "nDataPoints": 3, "notes": "Includes a world map graphic with location markers and a summary metric at the bottom.", "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:33:54.755+00", "seconds": 2.695, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-eb58-77a5-87b8-66ffc2315887/12", "deck": "/decks/019f6b8e-eb58-77a5-87b8-66ffc2315887", "deckAnchor": "/decks/019f6b8e-eb58-77a5-87b8-66ffc2315887#slide-12", "deckJson": "/decks/019f6b8e-eb58-77a5-87b8-66ffc2315887.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.76, "x": 0.12, "y": 0.55 }, "kind": "image", "text": "World map with location markers", "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": "2026-07-16 19:33:54.755+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "490f9fc6-b677-4823-81f6-9c0d7720083c", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.7, "x": 0.15, "y": 0.18 }, "kind": "list", "text": "Procurement management: This is another emerging category where certain companies essentially act as an outsourced procurement team to help companies manage the long tail of recurring spend in their business. Collecting contract meta-data like renewal terms, overage fees etc. as the spend flows through our system opens up the opportunity to address this problem.\n\nInvoice factoring and similar offerings: Once we have sufficient scale, it should present an opportunity for us to partner with lenders to provide factoring or related products.", "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": "2026-07-16 19:33:54.755+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c9b62a7f-5c43-41b4-84d3-68a3eb5d7ffb", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.35, "y": 0.84 }, "kind": "metric", "text": "1 Product, 9 Countries, 96 Employees", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:33:54.755+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6cddf485-799f-4731-bee5-cd99b4474f43", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.15, "y": 0.12 }, "kind": "paragraph", "text": "there is an opportunity for us to build the tools to help our customers to track the expense at a deeper level.", "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": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:33:54.755+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2cb55bd9-4321-45d8-8a6b-59b3478019b4", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.76, "x": 0.12, "y": 0.42 }, "kind": "paragraph", "text": "Of course, we have to earn the right to enter any of these categories. We're currently focused on becoming the leading spend management platform. We may not get to execute on any of these adjacent opportunities for many years. We will likely partner in the near term to help our customers solve these problems. But, depending on how things play out, the upside potential is very large.", "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": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:33:54.755+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "46f310e6-0a65-4ebc-8e23-f83109c1f2ee", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "df7ab28e-945a-41c6-ab74-b99b5bf56131", "evidence": "list/bullet: Procurement management: This is another emerging category where certain companies essentially act as an outsourced procurement team to help companies manage the long tail of recurring spend in their business", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:50:40.018603+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": [], "loops": [ { "to": 12, "from": 2, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "15329c50-20c8-4f3c-a2c2-98ef334df96a", "evidence": "The document suggests that market conditions and Airbase's progress make this an opportune time for investment.", "position": 1, "objective": "Why is now the right time for Airbase?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:18:11.816668+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true } ], "arcBeats": [ { "from": 2, "to": 4, "label": "Problem (Identify pain)", "description": "Slides 2-4 clearly articulate the problem and its implications." }, { "from": 5, "to": 6, "label": "Key Messages", "description": "Slides 5-6 present Airbase's product principles." }, { "from": 7, "to": 7, "label": "Competitive Analysis", "description": "Slide 7 analyzes the competition and outlines Airbase's strategy." }, { "from": 9, "to": 10, "label": "Executive Summary", "description": "Slides 9-10 summarize Airbase's progress and vision." }, { "from": 11, "to": 11, "label": "Market Sizing", "description": "Slide 11 addresses the market potential of Airbase's solution." } ], "loops": [ { "from": 4, "to": 11, "label": "Cost Of Inaction", "description": "What is the cost of not solving this problem?" }, { "from": 2, "to": 12, "label": "Why Now", "description": "Why is now the right time for Airbase?" } ] }