{ "schemaVersion": "deck-intelligence.v1", "id": "019f6b8e-fa73-764f-81e6-f6fa4cfd34d1", "slug": "jarvis-bcg-dell-and-pivotal-project-denali", "title": "BCG Dell and Pivotal Project Denali", "subtitle": "bcg-dell-and-pivotal-project-denali", "author": "bcg-dell-and-pivotal-project-denali", "pageCount": 16, "kind": "consulting-deck", "document": { "id": "019f6b8e-fa73-764f-81e6-f6fa4cfd34d1", "slug": "jarvis-bcg-dell-and-pivotal-project-denali", "title": "BCG Dell and Pivotal Project Denali", "rawTitle": "BCG Dell and Pivotal Project Denali", "authorId": "bcg-dell-and-pivotal-project-denali", "authorName": null, "authorDisplay": "bcg-dell-and-pivotal-project-denali", "kind": { "slug": "consulting-deck", "label": "Consulting deck" }, "sourceType": { "slug": "strategy_consulting", "label": "Strategy consulting" }, "fileName": "jarvis-bcg-dell-and-pivotal-project-denali.pdf", "sourceUrl": "file://Jarvis_Resources/BCG-Dell-and-Pivotal-Project-Denali.pdf", "sourceDate": null, "presentationDate": null, "ingestedAt": "2026-07-16 15:32:40.261592+00", "status": "ready", "pageCount": 16, "orientation": null, "aspectRatio": null, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "jarvis", "industry": null, "local_root": "/Users/miguelsuredasuau/Desktop/jarvis-staging/decks/jarvis-bcg-dell-and-pivotal-project-denali", "image_width": 1995, "image_format": "jpg", "deck_type_raw": "consulting", "deck_type_slug": null, "source_url_pattern": null } }, "coverage": { "pageCount": 16, "pagesIndexed": 16, "pagesWithImages": 16, "pagesWithMetadata": 16, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 58, "chartCount": 1, "metricSlides": 0, "toolMatches": 10, "documentToolMatches": 0, "frameworkMatches": 7, "arcMatches": 1, "beatMatches": 5, "loopMatches": 3, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "956d6542-7cc1-40a8-8b9c-2c366cb0e02c", "evidence": "The document follows a structured approach typical of consulting decks, starting with an introduction, moving through analysis and evaluation, and concluding with implications and recommendations.", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-17 03:31:39.035832+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 2, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 1, "name": "Situation & Context", "beatId": "e63295e6-102a-4e8b-bb92-d44c84db6cc5", "matchId": "956d6542-7cc1-40a8-8b9c-2c366cb0e02c", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "The cover and disclaimer slides set the stage for the presentation.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 6, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 5, "name": "Problem & Complication", "beatId": "e21bd9ae-baf8-485a-96f5-d2c02f962c51", "matchId": "956d6542-7cc1-40a8-8b9c-2c366cb0e02c", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "Slides on strategic options and initial review of must-believes indicate an analysis of the problem and complication.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 8, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 7, "name": "Evidence & Proof", "beatId": "92e4128d-1699-4e4d-8681-08d8b37c5c25", "matchId": "956d6542-7cc1-40a8-8b9c-2c366cb0e02c", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "Financial analysis and data tables provide evidence and proof for the arguments made.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 10, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 9, "name": "Impact & Next Steps", "beatId": "5336d09f-90e7-4951-bc41-48cfd5b1a5a9", "matchId": "956d6542-7cc1-40a8-8b9c-2c366cb0e02c", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "Open questions and follow-up questions indicate a consideration of next steps and impacts.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 16, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 11, "name": "Solution & Approach", "beatId": "274f8f9a-4ad4-4e62-aa03-e27bf2027429", "matchId": "956d6542-7cc1-40a8-8b9c-2c366cb0e02c", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "The final slides outline criteria for assessment, observations, and financial forecasts, leading to a conclusion.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 9, "from": 7, "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": "d5d997ac-749d-41e7-9b31-291c81d561fd", "evidence": "The financial analysis and open questions suggest a consideration of the cost of inaction.", "position": 0, "objective": "To understand the cost of not taking action on splitting Denali", "confidence": 0.6, "extraction": { "at": "2026-07-17 03:31:39.285169+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 6, "from": 5, "loop": { "name": "40_mece_breakdown", "slug": "40-mece-breakdown", "status": "active", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "canonId": "019dd956-763c-765e-8b68-6ee3ae1ef184", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories", "familyLabel": null, "categoryName": "Consulting Framework", "categorySlug": "consulting-framework" }, "matchId": "74ce5336-38d6-497d-925e-35ee54675fdb", "evidence": "The strategic options and initial review slides indicate a breakdown of the issue.", "position": 1, "objective": "To break down the implications of splitting Denali into manageable parts", "confidence": 0.6, "extraction": { "at": "2026-07-17 03:31:39.327596+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 16, "from": 11, "loop": { "name": "41_so_what_cascade", "slug": "41-so-what-cascade", "status": "active", "bestFor": "Data presentations, executive summaries, driving to recommendations", "canonId": "019dd956-769f-7208-afbc-f28985c6f4fb", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Data -> So What? (Insight 1) -> So What? (Insight 2) -> So What? (The Action)", "description": "Chain insights together, each answering 'so what?' until you reach the actionable conclusion", "familyLabel": null, "categoryName": "Consulting Framework", "categorySlug": "consulting-framework" }, "matchId": "46b33446-a315-4d69-b403-3ce4966e264c", "evidence": "The final slides provide a cascade of implications from the analysis.", "position": 2, "objective": "To understand the implications of the analysis on the project's outcomes", "confidence": 0.6, "extraction": { "at": "2026-07-17 03:31:39.368496+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "4d5eb55b-11af-4739-ae6a-8f5879b81069", "evidence": "list/bullet: 1. Cost synergies: Cost impact on shared functions, Sales force cross-selling, Economies of scale and scope. 2. Strategy & execution: Tactics and partnerships made possible, Impact on management focus, Poten", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:50:56.36853+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "9ea31c53-4d83-419f-b231-ab2d0626d4d9", "evidence": "table/data: Must believe | Initial assessment | Rationale", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:50:56.434479+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "39eaa094-de4a-46f9-b990-bc7e086a0133", "evidence": "chart/waterfall: Denali post-split DCF value per share: Project Clean vs. current effort", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:13:39.808687+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "98029053-6278-4cac-9ffe-641f5701fe77", "evidence": "table/data: Table showing Revenue, Procurement, Marketing, Sales, R&D, G&A, and one-time costs with associated drivers and methodology.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:13:39.897956+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": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "4b9754b8-febb-4164-b3ca-74912f9655be", "evidence": "table/data: Issue, Outstanding questions, Potential next steps", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:13:39.982993+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "2d026304-cf45-44de-88e0-63f23115a9d2", "evidence": "list/numbered: 1. What is the impact of splitting Denali into Core and New? 2. What is the impact of separating DFS (outside go private scenario)?", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:13:40.068962+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": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "744538e5-58f7-46e7-ab22-0508f034c6ef", "evidence": "list/numbered: 1. How important is financing/leasing as part of customer offer? 2. How do benefits of an integrated (captive) finance unit compare to separated (third party) finance entity?", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:13:40.152915+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "598826a2-6058-4a7e-bd51-1e1832458d12", "evidence": "list/bullet: Mid market and Enterprise customers interested in financing – especially leasing; Most competitors have retained captive finance arms (e.g. HP, Cisco, IBM);", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:13:40.238698+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "dc1255da-b871-4441-86e0-2107a2ec5672", "evidence": "list/numbered: 1. Overall strategic and commercial logic for effects of captive integration do not change 2. Financial reasons to retain DFS become less attractive, since parent will have a much more levered balance shee", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:13:40.324193+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "fa63f5b7-9e20-43e5-9b6f-3dc4f3bea5ff", "evidence": "table/data: FY '12 Pen rate % Originations ($B) Managed assets ($B) SMB 23 1.2 0.8 PLE 8 1.5 2.1 Consumer 40 1.0 2.0 Total 15 3.6 4.9", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:13:40.409174+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "189f1139-6873-458d-8413-409e6e322e37", "evidence": "Standard title and date presentation for a deck cover.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:30:28.84+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "frameworkName": "cover-slide" }, { "matchId": "6f1baec4-aa06-4333-832f-f0c53a3ceff5", "evidence": "The slide evaluates the strategic rationale and risks of a corporate split/demerger.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:30:30.093+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "frameworkName": "breakup-spinoff" }, { "matchId": "62043c30-8332-4ada-ac26-c14b5672b303", "evidence": "The chart is a standard waterfall bridge showing components of change between two values.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:30:30.042+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "frameworkName": "waterfall" }, { "matchId": "b98e4196-26c4-4815-8d69-8119040d780c", "evidence": "The slide structures complex problems into categories, questions, and actions.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:30:30.032+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "frameworkName": "issue-tree" }, { "matchId": "4d860ffe-65dc-4d96-9a06-0e4d51f31000", "evidence": "The slide presents four specific criteria to evaluate a strategic decision (DFS separation).", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:30:30.722+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "frameworkName": "diagnostic-test" }, { "matchId": "7bfe0635-40e1-446f-bcee-b866250f9887", "evidence": "Numbered list used to structure strategic arguments.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:30:31.469+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "frameworkName": "list-presentation" }, { "matchId": "119be755-2415-44c3-a492-1db3ae506e31", "evidence": "DCF $ / share calculations", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:30:31.635+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "frameworkName": "dcf" } ], "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/dV6IQRNv9TfQCujzjvqjlxaPjpM0sNjvw8tL4UWqzCE/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtYmNnLWRlbGwtYW5kLXBpdm90YWwtcHJvamVjdC1kZW5hbGkvcDAwMS5qcGc", "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": 2, "textChars": 31, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:30:28.84+00", "seconds": 2.288, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1/1", "deck": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1", "deckAnchor": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1#slide-1", "deckJson": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1.json" }, "components": [ { "bbox": { "h": 0.035, "w": 0.224, "x": 0.063, "y": 0.503 }, "kind": "subtitle", "text": "February 04, 2013", "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": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:30:28.84+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8cc32008-9e00-41b8-91e1-3cd3d5928bc5", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.332, "x": 0.063, "y": 0.385 }, "kind": "title", "text": "Project Denali", "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 19:30:28.84+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0b197f70-7fa4-4e25-be9f-0e97f3d9bc0b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "189f1139-6873-458d-8413-409e6e322e37", "evidence": "Standard title and date presentation for a deck cover.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:30:28.84+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "frameworkName": "cover-slide" } ], "arcBeats": [ { "to": 2, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 1, "name": "Situation & Context", "beatId": "e63295e6-102a-4e8b-bb92-d44c84db6cc5", "matchId": "956d6542-7cc1-40a8-8b9c-2c366cb0e02c", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "The cover and disclaimer slides set the stage for the presentation.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/4Ag00Y3sewLGy6mR9mw-5EHa5DfffSQjD4wXFCAhUqk/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtYmNnLWRlbGwtYW5kLXBpdm90YWwtcHJvamVjdC1kZW5hbGkvcDAwMS5qcGc", "imagePathAlt": "https://imgproxy.kitesheet.com/6lQ9mOEUzdarLOj1BD_a-gPUneD7aED2uH5Mn9kP_1k/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtYmNnLWRlbGwtYW5kLXBpdm90YWwtcHJvamVjdC1kZW5hbGkvcDAwMS5wbmc", "thumbSrcAlt": "https://imgproxy.kitesheet.com/4Pa4tZBZbcu2QDgsEQp8JlsZZypFRjTojxMbCDvydvo/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtYmNnLWRlbGwtYW5kLXBpdm90YWwtcHJvamVjdC1kZW5hbGkvcDAwMS5wbmc" }, { "page": 2, "type": "setup", "function": "front_matter", "rawType": "disclaimer", "block": null, "metadata": { "slideType": "disclaimer", "slideTypeCanon": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "019de52d-0801-727b-b98a-5ed095aeee78", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "dense", "densityScore": 61, "componentCount": 6, "textChars": 1642, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:30:29.891+00", "seconds": 3.297, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1/2", "deck": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1", "deckAnchor": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1#slide-2", "deckJson": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.86, "x": 0.095, "y": 0.00405 }, "kind": "paragraph", "text": "The financial evaluations contained in this presentation are based upon standard methodologies using public and/or confidential data and assumptions derived from the industry insight gained during the strategic options work for the Board of Directors of \"Denali\".", "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": "disclaimer", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:30:29.891+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1e5b9873-6462-4bb2-ace3-633def089b1e", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.86, "x": 0.095, "y": 0.00185 }, "kind": "paragraph", "text": "This volume contains copies of slides that will be presented by members of The Boston Consulting Group, Inc. (\"BCG\"), to members of the Board of Directors of \"Denali\", and are designed for the sole use of the Board.", "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": "disclaimer", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:30:29.891+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "63a4d5ea-ff9f-4998-897f-b0dc52c061e9", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.86, "x": 0.095, "y": 0.0031 }, "kind": "paragraph", "text": "At the presentation, the slides will serve as the focus for discussion. They are incomplete without the accompanying oral commentary.", "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": "disclaimer", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:30:29.891+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bfbc9616-05c3-4682-8feb-40cc90a4b8ac", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.86, "x": 0.095, "y": 0.00525 }, "kind": "paragraph", "text": "Changes in the underlying data or operating assumptions will clearly impact the analyses and conclusions. The Boston Consulting Group does not provide fairness opinions or valuations of market transactions. Our financial evaluations provide a framework for assessing the relative attractiveness of different strategic options.", "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": "disclaimer", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:30:29.891+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c5d3efaa-474a-4087-8626-9abe1dd7230d", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.86, "x": 0.095, "y": 0.006849999999999999 }, "kind": "paragraph", "text": "These materials may not be copied or given to any person or entity (\"Third-Parties\") other than the Client without BCG's prior written consent. Third-Parties may not rely on these materials for any purpose whatsoever. To the fullest extent permitted by law (and except to the extent otherwise agreed in a signed writing by BCG), BCG shall have no liability whatsoever to any Third-Party, and any Third-Party hereby waives any rights and claims it may have at any time against BCG with regard to the services, this presentation or other materials, including the accuracy or completeness thereof. Receipt and review of this document shall be deemed agreement with and consideration for the foregoing.", "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": "disclaimer", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:30:29.891+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d2df7950-77a8-41ae-8cab-86da36dc2d25", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.16, "x": 0.045, "y": 0.085 }, "kind": "title", "text": "Preface", "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 19:30:29.891+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3b1cb5ea-a917-408a-9ed0-725ab19b2e4e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 2, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 1, "name": "Situation & Context", "beatId": "e63295e6-102a-4e8b-bb92-d44c84db6cc5", "matchId": "956d6542-7cc1-40a8-8b9c-2c366cb0e02c", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "The cover and disclaimer slides set the stage for the presentation.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 3, "type": "appendix", "function": "frame_problem", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "frame_problem", "functionCanon": { "name": "Frame problem", "slug": "frame_problem", "status": "active", "canonId": "019de52d-13db-753e-ad70-e9b2d0dab398", "version": 1, "description": null }, "density": "sparse", "densityScore": 8, "componentCount": 2, "textChars": 176, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:30:28.664+00", "seconds": 1.928, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1/3", "deck": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1", "deckAnchor": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1#slide-3", "deckJson": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.91, "x": 0.045, "y": 0.305 }, "kind": "list", "text": "1. What is the impact of splitting Denali into Core and New?\n2. What is the impact of separating DFS (outside go private scenario)?", "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 19:30:28.664+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aa801993-79af-4324-8bf2-2dee08a77fe3", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.55, "x": 0.045, "y": 0.085 }, "kind": "title", "text": "Follow up questions from discussion on Jan 15", "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 19:30:28.664+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7bb0339c-1685-4126-8c60-802515e95557", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 4, "type": "appendix", "function": "frame_problem", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "frame_problem", "functionCanon": { "name": "Frame problem", "slug": "frame_problem", "status": "active", "canonId": "019de52d-13db-753e-ad70-e9b2d0dab398", "version": 1, "description": null }, "density": "sparse", "densityScore": 8, "componentCount": 2, "textChars": 176, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:30:28.767+00", "seconds": 1.914, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1/4", "deck": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1", "deckAnchor": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1#slide-4", "deckJson": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.906, "x": 0.047, "y": 0.298 }, "kind": "list", "text": "1. What is the impact of splitting Denali into Core and New?\n2. What is the impact of separating DFS (outside go private scenario)?", "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 19:30:28.767+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c9a659c0-b249-466b-8deb-96cbf03bc4bf", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.565, "x": 0.047, "y": 0.088 }, "kind": "title", "text": "Follow up questions from discussion on Jan 15", "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 19:30:28.767+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7812db35-5073-49ad-8c0b-5b7f3622bf5b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 5, "type": "analysis", "title": "The slide uses a simple diagram to show the business unit separation and a numbered list to detail the strategic implications.", "function": "analyze_data", "rawType": "strategic_options", "block": null, "metadata": { "slideType": "strategic_options", "slideTypeCanon": { "name": "Strategic options", "slug": "strategic_options", "status": "active", "canonId": "019de52d-0c0d-745a-8f0a-50898a91cc12", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "sparse", "densityScore": 24, "componentCount": 3, "textChars": 473, "nDataPoints": 0, "notes": "The slide uses a simple diagram to show the business unit separation and a numbered list to detail the strategic implications.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:30:29.447+00", "seconds": 2.288, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1/5", "deck": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1", "deckAnchor": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1#slide-5", "deckJson": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.4, "x": 0.05, "y": 0.2 }, "kind": "diagram", "text": "Proposed split: separate Core / New", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:30:29.447+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6304d626-229b-46a8-8cc0-f335121f8056", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.4, "x": 0.55, "y": 0.2 }, "kind": "list", "text": "1. Cost synergies: Cost impact on shared functions, Sales force cross-selling, Economies of scale and scope. 2. Strategy & execution: Tactics and partnerships made possible, Impact on management focus, Potential execution risks. 3. Market valuation: Impact of new portfolio logic on trading multiple, 'Sum of parts' value shift. 4. Transaction costs: Impact on existing initiatives, Upfront costs", "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 19:30:29.447+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1b474528-ad29-48a0-929f-f7515bb6e3f0", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.04, "y": 0.08 }, "kind": "title", "text": "Four primary impacts from splitting Denali", "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 19:30:29.447+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "80a20214-073c-41d4-b62c-e6e3839ba7b4", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "4d5eb55b-11af-4739-ae6a-8f5879b81069", "evidence": "list/bullet: 1. Cost synergies: Cost impact on shared functions, Sales force cross-selling, Economies of scale and scope. 2. Strategy & execution: Tactics and partnerships made possible, Impact on management focus, Poten", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:50:56.36853+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 6, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Problem & Complication", "beatId": "e21bd9ae-baf8-485a-96f5-d2c02f962c51", "matchId": "956d6542-7cc1-40a8-8b9c-2c366cb0e02c", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "Slides on strategic options and initial review of must-believes indicate an analysis of the problem and complication.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 6, "from": 5, "loop": { "name": "40_mece_breakdown", "slug": "40-mece-breakdown", "status": "active", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "canonId": "019dd956-763c-765e-8b68-6ee3ae1ef184", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories", "familyLabel": null }, "matchId": "74ce5336-38d6-497d-925e-35ee54675fdb", "evidence": "The strategic options and initial review slides indicate a breakdown of the issue.", "position": 1, "objective": "To break down the implications of splitting Denali into manageable parts", "confidence": 0.6, "extraction": { "at": "2026-07-17 03:31:39.327596+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 6, "type": "analysis", "title": "The slide uses a traffic light system (red, red, yellow/green, red) to evaluate the feasibility of a corporate split.", "function": "diagnose", "rawType": "diagnosis", "block": null, "metadata": { "slideType": "diagnosis", "slideTypeCanon": { "name": "Diagnosis", "slug": "diagnosis", "status": "active", "canonId": "019de52d-0cd7-7212-898f-0464041ff8d8", "version": 1, "description": null }, "function": "diagnose", "functionCanon": { "name": "Diagnose", "slug": "diagnose", "status": "active", "canonId": "019de52d-1657-7223-acc5-7437d878c850", "version": 1, "description": null }, "density": "balanced", "densityScore": 43, "componentCount": 5, "textChars": 520, "nDataPoints": 6, "notes": "The slide uses a traffic light system (red, red, yellow/green, red) to evaluate the feasibility of a corporate split.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:30:30.093+00", "seconds": 2.737, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1/6", "deck": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1", "deckAnchor": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1#slide-6", "deckJson": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.3, "x": 0.04, "y": 0.25 }, "kind": "list", "text": "1. Separation creates minimal dis-synergies; 2. Split enables improved strategies and execution for each BU; 3. Split will drive market revaluation; 4. Transaction can be executed quickly with little disruption or risk", "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 19:30:30.093+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a2caf5f8-1e13-4e2b-aaaf-8f5a14c48a7b", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.05, "x": 0.28, "y": 0.25 }, "kind": "other", "text": "Traffic light indicators for each row", "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": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:30:30.093+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ad0d9d21-6623-47e5-bcf7-5f85f5349390", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.04, "y": 0.92 }, "kind": "paragraph", "text": "1. Analysis based on an event study of 28 spin-offs/equity carve-outs over 2005-09. Source: BCG study on value creation from splits (Nov 2010); BCG research, Denali Dataroom", "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 19:30:30.093+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2c834440-aec5-4891-a5a3-df951f86bc0a", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.92, "x": 0.04, "y": 0.18 }, "kind": "table", "text": "Must believe | Initial assessment | Rationale", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:30:30.093+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a59bdec3-20cf-4e0b-bc13-4871a2cd48ba", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.04, "y": 0.08 }, "kind": "title", "text": "Initial review of must-believes to pursue split", "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 19:30:30.093+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2d1a21a6-a050-41df-80a8-01d9f69c907e", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "9ea31c53-4d83-419f-b231-ab2d0626d4d9", "evidence": "table/data: Must believe | Initial assessment | Rationale", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:50:56.434479+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "6f1baec4-aa06-4333-832f-f0c53a3ceff5", "evidence": "The slide evaluates the strategic rationale and risks of a corporate split/demerger.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:30:30.093+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "frameworkName": "breakup-spinoff" } ], "arcBeats": [ { "to": 6, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Problem & Complication", "beatId": "e21bd9ae-baf8-485a-96f5-d2c02f962c51", "matchId": "956d6542-7cc1-40a8-8b9c-2c366cb0e02c", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "Slides on strategic options and initial review of must-believes indicate an analysis of the problem and complication.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 6, "from": 5, "loop": { "name": "40_mece_breakdown", "slug": "40-mece-breakdown", "status": "active", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "canonId": "019dd956-763c-765e-8b68-6ee3ae1ef184", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories", "familyLabel": null }, "matchId": "74ce5336-38d6-497d-925e-35ee54675fdb", "evidence": "The strategic options and initial review slides indicate a breakdown of the issue.", "position": 1, "objective": "To break down the implications of splitting Denali into manageable parts", "confidence": 0.6, "extraction": { "at": "2026-07-17 03:31:39.327596+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 7, "type": "analysis", "title": "The chart uses a waterfall structure to bridge the gap between two financial estimates.", "function": "quantify_impact", "rawType": "financial_analysis", "block": null, "metadata": { "slideType": "financial_analysis", "slideTypeCanon": { "name": "Financial analysis", "slug": "financial_analysis", "status": "active", "canonId": "019de52d-0b45-709c-bfcc-0cf83dd00f13", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "balanced", "densityScore": 34, "componentCount": 4, "textChars": 429, "nDataPoints": 9, "notes": "The chart uses a waterfall structure to bridge the gap between two financial estimates.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:30:30.042+00", "seconds": 2.635, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1/7", "deck": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1", "deckAnchor": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1#slide-7", "deckJson": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.35, "x": 0.48, "y": 0.23 }, "kind": "callout", "text": "Project Clean's forecast assumed Denali split and achieved mgmt plan; most of the value upside was driven by 9/21 forecast, not the split per se", "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 19:30:30.042+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3fc3d70e-593d-492a-92ee-b3b95a53d52a", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.84, "x": 0.08, "y": 0.22 }, "kind": "chart", "text": "Denali post-split DCF value per share: Project Clean vs. current effort", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Waterfall chart", "slug": "waterfall", "status": "active", "canonId": "019de52d-002e-733e-b5cf-dd3beb6692cc", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:30:30.042+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a96a6278-9b81-4bf9-afc6-51909ff61028", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.04, "y": 0.95 }, "kind": "source-note", "text": "1. Numbers shown for current effort are average of high (7.6x multiple) and low (4.5x multiple) cases for Base Case", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:30:30.042+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3c15f58a-68ed-4669-931b-0c315936eef9", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.92, "x": 0.04, "y": 0.04 }, "kind": "title", "text": "Difference from Project Clean estimate driven primarily by use of the \"9/21 case\" business forecast", "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 19:30:30.042+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c35e612d-81de-4025-8117-7beaf11025cc", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "39eaa094-de4a-46f9-b990-bc7e086a0133", "evidence": "chart/waterfall: Denali post-split DCF value per share: Project Clean vs. current effort", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:13:39.808687+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "62043c30-8332-4ada-ac26-c14b5672b303", "evidence": "The chart is a standard waterfall bridge showing components of change between two values.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:30:30.042+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "frameworkName": "waterfall" } ], "arcBeats": [ { "to": 8, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 7, "name": "Evidence & Proof", "beatId": "92e4128d-1699-4e4d-8681-08d8b37c5c25", "matchId": "956d6542-7cc1-40a8-8b9c-2c366cb0e02c", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "Financial analysis and data tables provide evidence and proof for the arguments made.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 9, "from": 7, "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": "d5d997ac-749d-41e7-9b31-291c81d561fd", "evidence": "The financial analysis and open questions suggest a consideration of the cost of inaction.", "position": 0, "objective": "To understand the cost of not taking action on splitting Denali", "confidence": 0.6, "extraction": { "at": "2026-07-17 03:31:39.285169+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 8, "type": "analysis", "title": "The table uses parentheses to denote negative financial impacts (costs/dis-synergies).", "function": "quantify_impact", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "balanced", "densityScore": 33, "componentCount": 3, "textChars": 476, "nDataPoints": 24, "notes": "The table uses parentheses to denote negative financial impacts (costs/dis-synergies).", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:30:30.074+00", "seconds": 2.381, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1/8", "deck": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1", "deckAnchor": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1#slide-8", "deckJson": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.9 }, "kind": "disclaimer", "text": "1. Numbers do not sum due to tax impact 2. Per rough management estimates 3. Based on 90% scale factor 4. Based on 95% scale factor 5. Based on 95% scale factor Note: \"Ongoing\" figures show FY14-FY17 average; all projections are incremental to current forecast; numbers rounded to nearest $10M.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "disclaimer", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:30:30.074+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5ec4a32c-94bd-4dcf-931d-7bd940000222", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "table", "text": "Table showing Revenue, Procurement, Marketing, Sales, R&D, G&A, and one-time costs with associated drivers and methodology.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:30:30.074+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7c1ade76-4164-479a-83b2-872767ae34a2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Initial estimates of synergy/cost impact of potential split", "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 19:30:30.074+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "484ec447-26f7-4945-a072-6ab414dc8914", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "98029053-6278-4cac-9ffe-641f5701fe77", "evidence": "table/data: Table showing Revenue, Procurement, Marketing, Sales, R&D, G&A, and one-time costs with associated drivers and methodology.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:13:39.897956+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 8, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 7, "name": "Evidence & Proof", "beatId": "92e4128d-1699-4e4d-8681-08d8b37c5c25", "matchId": "956d6542-7cc1-40a8-8b9c-2c366cb0e02c", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "Financial analysis and data tables provide evidence and proof for the arguments made.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 9, "from": 7, "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": "d5d997ac-749d-41e7-9b31-291c81d561fd", "evidence": "The financial analysis and open questions suggest a consideration of the cost of inaction.", "position": 0, "objective": "To understand the cost of not taking action on splitting Denali", "confidence": 0.6, "extraction": { "at": "2026-07-17 03:31:39.285169+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 9, "type": "setup", "function": "state_next_steps", "rawType": "next_steps", "block": null, "metadata": { "slideType": "next_steps", "slideTypeCanon": { "name": "Next steps", "slug": "next_steps", "status": "active", "canonId": "019de52d-0c5e-717b-b460-a68269e6078e", "version": 1, "description": null }, "function": "state_next_steps", "functionCanon": { "name": "State next steps", "slug": "state_next_steps", "status": "active", "canonId": "019de52d-14ca-70ac-b534-971f458cdf29", "version": 1, "description": null }, "density": "sparse", "densityScore": 4, "componentCount": 2, "textChars": 80, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:30:30.032+00", "seconds": 2.318, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1/9", "deck": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1", "deckAnchor": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1#slide-9", "deckJson": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.92, "x": 0.04, "y": 0.2 }, "kind": "table", "text": "Issue, Outstanding questions, Potential next steps", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:30:30.032+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "da70ddbe-7cfe-4593-9153-eb11c2101ecb", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.04, "y": 0.08 }, "kind": "title", "text": "Open questions regarding split", "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 19:30:30.032+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e6ce8da1-e8c7-4d07-964c-b423726bcecb", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "4b9754b8-febb-4164-b3ca-74912f9655be", "evidence": "table/data: Issue, Outstanding questions, Potential next steps", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:13:39.982993+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "b98e4196-26c4-4815-8d69-8119040d780c", "evidence": "The slide structures complex problems into categories, questions, and actions.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:30:30.032+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "frameworkName": "issue-tree" } ], "arcBeats": [ { "to": 10, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 9, "name": "Impact & Next Steps", "beatId": "5336d09f-90e7-4951-bc41-48cfd5b1a5a9", "matchId": "956d6542-7cc1-40a8-8b9c-2c366cb0e02c", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "Open questions and follow-up questions indicate a consideration of next steps and impacts.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 9, "from": 7, "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": "d5d997ac-749d-41e7-9b31-291c81d561fd", "evidence": "The financial analysis and open questions suggest a consideration of the cost of inaction.", "position": 0, "objective": "To understand the cost of not taking action on splitting Denali", "confidence": 0.6, "extraction": { "at": "2026-07-17 03:31:39.285169+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 10, "type": "appendix", "function": "summarize", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "sparse", "densityScore": 8, "componentCount": 2, "textChars": 176, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:30:29.952+00", "seconds": 1.941, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1/10", "deck": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1", "deckAnchor": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1#slide-10", "deckJson": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1.json" }, "components": [ { "bbox": { "h": 0.4, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "list", "text": "1. What is the impact of splitting Denali into Core and New?\n2. What is the impact of separating DFS (outside go private scenario)?", "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 19:30:29.952+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c9bb703b-3139-424f-8ac1-09f5b13e3de7", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.04, "y": 0.08 }, "kind": "title", "text": "Follow up questions from discussion on Jan 15", "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 19:30:29.952+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "63018983-a1ac-48b7-97bd-113175468df3", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "2d026304-cf45-44de-88e0-63f23115a9d2", "evidence": "list/numbered: 1. What is the impact of splitting Denali into Core and New? 2. What is the impact of separating DFS (outside go private scenario)?", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:13:40.068962+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": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 9, "name": "Impact & Next Steps", "beatId": "5336d09f-90e7-4951-bc41-48cfd5b1a5a9", "matchId": "956d6542-7cc1-40a8-8b9c-2c366cb0e02c", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "Open questions and follow-up questions indicate a consideration of next steps and impacts.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 11, "type": "setup", "title": "The slide uses a process-flow diagram to map functions to entities, paired with a numbered list of strategic questions.", "function": "present_framework", "rawType": "strategic_options", "block": null, "metadata": { "slideType": "strategic_options", "slideTypeCanon": { "name": "Strategic options", "slug": "strategic_options", "status": "active", "canonId": "019de52d-0c0d-745a-8f0a-50898a91cc12", "version": 1, "description": null }, "function": "present_framework", "functionCanon": { "name": "Present framework", "slug": "present_framework", "status": "active", "canonId": "019de52d-1403-7667-9100-d2ac6709f750", "version": 1, "description": null }, "density": "sparse", "densityScore": 23, "componentCount": 3, "textChars": 431, "nDataPoints": 0, "notes": "The slide uses a process-flow diagram to map functions to entities, paired with a numbered list of strategic questions.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:30:30.722+00", "seconds": 2.513, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1/11", "deck": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1", "deckAnchor": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1#slide-11", "deckJson": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.4, "x": 0.05, "y": 0.2 }, "kind": "diagram", "text": "Illustrative DFS separation: Possible split of functions", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:30:30.722+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6d2c873e-483f-4b99-8631-ad027568f346", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.45, "x": 0.52, "y": 0.2 }, "kind": "list", "text": "1. How important is financing/leasing as part of customer offer? 2. How do benefits of an integrated (captive) finance unit compare to separated (third party) finance entity? 3. Would a DFS separation (outside a 'go private' scenario) create strategic value? 4. Can DFS be separated quickly with little disruption?", "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 19:30:30.722+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ef050d41-c35e-4723-b32d-9941319c12c6", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.08 }, "kind": "title", "text": "Four criteria to assess DFS separation (outside 'go private')", "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 19:30:30.722+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8c7493c7-4887-4d96-868d-4d7a8184bdf5", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "744538e5-58f7-46e7-ab22-0508f034c6ef", "evidence": "list/numbered: 1. How important is financing/leasing as part of customer offer? 2. How do benefits of an integrated (captive) finance unit compare to separated (third party) finance entity?", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:13:40.152915+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "4d860ffe-65dc-4d96-9a06-0e4d51f31000", "evidence": "The slide presents four specific criteria to evaluate a strategic decision (DFS separation).", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:30:30.722+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "frameworkName": "diagnostic-test" } ], "arcBeats": [ { "to": 16, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 11, "name": "Solution & Approach", "beatId": "274f8f9a-4ad4-4e62-aa03-e27bf2027429", "matchId": "956d6542-7cc1-40a8-8b9c-2c366cb0e02c", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "The final slides outline criteria for assessment, observations, and financial forecasts, leading to a conclusion.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 16, "from": 11, "loop": { "name": "41_so_what_cascade", "slug": "41-so-what-cascade", "status": "active", "bestFor": "Data presentations, executive summaries, driving to recommendations", "canonId": "019dd956-769f-7208-afbc-f28985c6f4fb", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Data -> So What? (Insight 1) -> So What? (Insight 2) -> So What? (The Action)", "description": "Chain insights together, each answering 'so what?' until you reach the actionable conclusion", "familyLabel": null }, "matchId": "46b33446-a315-4d69-b403-3ce4966e264c", "evidence": "The final slides provide a cascade of implications from the analysis.", "position": 2, "objective": "To understand the implications of the analysis on the project's outcomes", "confidence": 0.6, "extraction": { "at": "2026-07-17 03:31:39.368496+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 12, "type": "analysis", "title": "The slide uses a numbered list format to contrast observations with detailed descriptions.", "function": "diagnose", "rawType": "diagnosis", "block": null, "metadata": { "slideType": "diagnosis", "slideTypeCanon": { "name": "Diagnosis", "slug": "diagnosis", "status": "active", "canonId": "019de52d-0cd7-7212-898f-0464041ff8d8", "version": 1, "description": null }, "function": "diagnose", "functionCanon": { "name": "Diagnose", "slug": "diagnose", "status": "active", "canonId": "019de52d-1657-7223-acc5-7437d878c850", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 75, "componentCount": 7, "textChars": 2061, "nDataPoints": 3, "notes": "The slide uses a numbered list format to contrast observations with detailed descriptions.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:30:32.33+00", "seconds": 3.605, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1/12", "deck": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1", "deckAnchor": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1#slide-12", "deckJson": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.65, "x": 0.3, "y": 0.35 }, "kind": "list", "text": "Mid market and Enterprise customers interested in financing – especially leasing; Most competitors have retained captive finance arms (e.g. HP, Cisco, IBM); Parent's knowledge of products enables life cycle management of leased assets; 47% of DFS originations in FY'12 were leases; largely to SMB and PLE segments; Captive has customer relationships and parent has access to product pipeline information – this facilitates migrating customers from Gen 1.0 to Gen 2.0 products as technology evolves; Consolidated co. can integrate financing with pricing/promotions to increase probability of sale", "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 19:30:32.33+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "44ed2a9d-669d-4e09-aa5b-7fa600b88640", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.25, "x": 0.05, "y": 0.2 }, "kind": "list", "text": "1. Financing/Leasing - important part of the customer offer\n2. Integrated (captive) financing units enable coordinated marketing & life cycle asset management\n3. Value from DFS separation is less obvious at this point\n4. Separation will take time and may cause disruption", "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 19:30:32.33+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6110f297-396e-4480-9799-0325f1edb732", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.65, "x": 0.3, "y": 0.6 }, "kind": "list", "text": "For a transaction to offer compelling value, the offer should offset revenue dis-synergies from: Inclusion of the third-party financing entity into commercial sales cycle; Denali's reduced flexibility to integrate pricing/promotions with financing to sell; Denali currently has strong credit rating, with small disadvantage (if any) on funding costs", "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 19:30:32.33+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8d032279-a93e-44dc-8b25-ddb34ad0572e", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.65, "x": 0.3, "y": 0.2 }, "kind": "list", "text": "A well-integrated sales and financing interface is valued by customers; DFS has 23% pen. rate in SMBs, manages ~$3B in commercial receivables; Faster approval times with fewer handoffs important to customers (BCG case experience)", "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 19:30:32.33+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cf19fef9-e315-4729-b5e7-6a50fe1895bc", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.65, "x": 0.3, "y": 0.75 }, "kind": "list", "text": "DFS not configured for separation at present; therefore separating will take time; DFS is not a separate legal entity; DFS CSMB organization is integrated with its counterpart Denali division; Treasury, Legal, HR, and other support functions handled through shared services at Denali; Denali is in the middle of executing a transformation and DFS separation may impact mgmt focus; Base case and cost take-out requires execution bandwidth with high value creation potential", "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 19:30:32.33+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d53da00d-ac6f-4d3f-8664-f77ebb36a6eb", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "Source: Denali data, Management interviews, Advisor interviews, BCG experts, BCG research", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:30:32.33+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3d0c9a18-468d-4741-9809-36b71cbf392f", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Observations on separation of DFS (outside 'go private')", "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 19:30:32.33+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d66e9116-e783-4074-ad8a-87260e8841ba", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "598826a2-6058-4a7e-bd51-1e1832458d12", "evidence": "list/bullet: Mid market and Enterprise customers interested in financing – especially leasing; Most competitors have retained captive finance arms (e.g. HP, Cisco, IBM);", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:13:40.238698+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 16, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 11, "name": "Solution & Approach", "beatId": "274f8f9a-4ad4-4e62-aa03-e27bf2027429", "matchId": "956d6542-7cc1-40a8-8b9c-2c366cb0e02c", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "The final slides outline criteria for assessment, observations, and financial forecasts, leading to a conclusion.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 16, "from": 11, "loop": { "name": "41_so_what_cascade", "slug": "41-so-what-cascade", "status": "active", "bestFor": "Data presentations, executive summaries, driving to recommendations", "canonId": "019dd956-769f-7208-afbc-f28985c6f4fb", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Data -> So What? (Insight 1) -> So What? (Insight 2) -> So What? (The Action)", "description": "Chain insights together, each answering 'so what?' until you reach the actionable conclusion", "familyLabel": null }, "matchId": "46b33446-a315-4d69-b403-3ce4966e264c", "evidence": "The final slides provide a cascade of implications from the analysis.", "position": 2, "objective": "To understand the implications of the analysis on the project's outcomes", "confidence": 0.6, "extraction": { "at": "2026-07-17 03:31:39.368496+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 13, "type": "setup", "title": "The slide uses a numbered list to contrast the strategic logic vs. financial implications of a separation in a leveraged buyout context.", "function": "compare_options", "rawType": "strategic_options", "block": null, "metadata": { "slideType": "strategic_options", "slideTypeCanon": { "name": "Strategic options", "slug": "strategic_options", "status": "active", "canonId": "019de52d-0c0d-745a-8f0a-50898a91cc12", "version": 1, "description": null }, "function": "compare_options", "functionCanon": { "name": "Compare options", "slug": "compare_options", "status": "active", "canonId": "019de52d-167f-7038-aebc-70a9d2e0e33b", "version": 1, "description": null }, "density": "balanced", "densityScore": 27, "componentCount": 2, "textChars": 653, "nDataPoints": 0, "notes": "The slide uses a numbered list to contrast the strategic logic vs. financial implications of a separation in a leveraged buyout context.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:30:31.469+00", "seconds": 2.691, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1/13", "deck": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1", "deckAnchor": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1#slide-13", "deckJson": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "list", "text": "1. Overall strategic and commercial logic for effects of captive integration do not change\n2. Financial reasons to retain DFS become less attractive, since parent will have a much more levered balance sheet (with credit rating below investment grade)\n - Higher cost of funds and lower ROE\n - Higher vulnerability in scenario where external liquidity becomes difficult and/or very expensive to access\n3. Opportunity to separate DFS becomes more attractive\n - DFS separation lowers leverage and/or reduces need for sponsor equity\n - Sale proceeds can be used to return cash to investors", "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 19:30:31.469+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "31ecdc0e-8c2b-41a7-93fe-75af81780649", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.08 }, "kind": "title", "text": "DFS separation tradeoffs different in a 'go private' scenario", "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 19:30:31.469+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5b20bc57-c77b-4798-b2e1-ca491a988ad0", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "dc1255da-b871-4441-86e0-2107a2ec5672", "evidence": "list/numbered: 1. Overall strategic and commercial logic for effects of captive integration do not change 2. Financial reasons to retain DFS become less attractive, since parent will have a much more levered balance shee", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:13:40.324193+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "7bfe0635-40e1-446f-bcee-b866250f9887", "evidence": "Numbered list used to structure strategic arguments.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:30:31.469+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "frameworkName": "list-presentation" } ], "arcBeats": [ { "to": 16, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 11, "name": "Solution & Approach", "beatId": "274f8f9a-4ad4-4e62-aa03-e27bf2027429", "matchId": "956d6542-7cc1-40a8-8b9c-2c366cb0e02c", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "The final slides outline criteria for assessment, observations, and financial forecasts, leading to a conclusion.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 16, "from": 11, "loop": { "name": "41_so_what_cascade", "slug": "41-so-what-cascade", "status": "active", "bestFor": "Data presentations, executive summaries, driving to recommendations", "canonId": "019dd956-769f-7208-afbc-f28985c6f4fb", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Data -> So What? (Insight 1) -> So What? (Insight 2) -> So What? (The Action)", "description": "Chain insights together, each answering 'so what?' until you reach the actionable conclusion", "familyLabel": null }, "matchId": "46b33446-a315-4d69-b403-3ce4966e264c", "evidence": "The final slides provide a cascade of implications from the analysis.", "position": 2, "objective": "To understand the implications of the analysis on the project's outcomes", "confidence": 0.6, "extraction": { "at": "2026-07-17 03:31:39.368496+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 14, "type": "evidence", "title": "The slide uses a combination of a data table and qualitative customer feedback to build a business case for the captive finance model.", "function": "illustrate_case", "rawType": "client_example", "block": null, "metadata": { "slideType": "client_example", "slideTypeCanon": { "name": "Client example", "slug": "client_example", "status": "active", "canonId": "019de52d-0c87-77cb-9867-613ae22e95ac", "version": 1, "description": null }, "function": "illustrate_case", "functionCanon": { "name": "Illustrate case", "slug": "illustrate_case", "status": "active", "canonId": "019de52d-13b4-772c-bb73-1873612a7463", "version": 1, "description": null }, "density": "dense", "densityScore": 74, "componentCount": 9, "textChars": 575, "nDataPoints": 12, "notes": "The slide uses a combination of a data table and qualitative customer feedback to build a business case for the captive finance model.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:30:32.269+00", "seconds": 3.37, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1/14", "deck": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1", "deckAnchor": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1#slide-14", "deckJson": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.25, "x": 0.2, "y": 0.68 }, "kind": "callout", "text": "47% of total originations are leasing", "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 19:30:32.269+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1d182552-d6cc-4248-8f36-f8c620284aa8", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.25, "x": 0.32, "y": 0.78 }, "kind": "callout", "text": "~60% consumers receivables are sub-prime", "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 19:30:32.269+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ac58e05c-62f4-45e7-9b3a-ef74d7d59611", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.25, "x": 0.05, "y": 0.78 }, "kind": "callout", "text": "SMBs (esp. mid market) is a growth priority for DFS (mgmt presentation)", "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 19:30:32.269+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cafa4036-fb45-4a3a-9005-88aa7cbc7847", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.4, "x": 0.55, "y": 0.28 }, "kind": "list", "text": "Leasing is a differentiator; Faster turnaround times are valued; Integrated sales and financing preferred", "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 19:30:32.269+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1b53ae41-5110-4103-9d15-8cd818c5e24d", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.05, "y": 0.95 }, "kind": "other", "text": "Source: Denali management information, BCG research", "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 19:30:32.269+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a7eda480-b770-4875-b3aa-639b8c364f24", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.45, "x": 0.05, "y": 0.3 }, "kind": "table", "text": "FY '12 Pen rate % Originations ($B) Managed assets ($B) SMB 23 1.2 0.8 PLE 8 1.5 2.1 Consumer 40 1.0 2.0 Total 15 3.6 4.9", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:30:32.269+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be5386f4-85d7-45f2-8017-080c4a2a823a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.08 }, "kind": "title", "text": "DFS offers differentiated value", "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 19:30:32.269+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3837e66d-bb31-4c9f-bd07-f12adfb570ee", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.55, "y": 0.2 }, "kind": "title", "text": "Captive finance units can offer differentiated value to SMBs", "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": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:30:32.269+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2d954901-301c-467d-9f7a-f401bfca3ca2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.2 }, "kind": "title", "text": "DFS supports important customers for Denali especially SMBs", "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": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:30:32.269+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b60de7b4-91a2-4a46-be85-4a8df9a124b6", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "fa63f5b7-9e20-43e5-9b6f-3dc4f3bea5ff", "evidence": "table/data: FY '12 Pen rate % Originations ($B) Managed assets ($B) SMB 23 1.2 0.8 PLE 8 1.5 2.1 Consumer 40 1.0 2.0 Total 15 3.6 4.9", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:13:40.409174+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 16, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 11, "name": "Solution & Approach", "beatId": "274f8f9a-4ad4-4e62-aa03-e27bf2027429", "matchId": "956d6542-7cc1-40a8-8b9c-2c366cb0e02c", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "The final slides outline criteria for assessment, observations, and financial forecasts, leading to a conclusion.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 16, "from": 11, "loop": { "name": "41_so_what_cascade", "slug": "41-so-what-cascade", "status": "active", "bestFor": "Data presentations, executive summaries, driving to recommendations", "canonId": "019dd956-769f-7208-afbc-f28985c6f4fb", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Data -> So What? (Insight 1) -> So What? (Insight 2) -> So What? (The Action)", "description": "Chain insights together, each answering 'so what?' until you reach the actionable conclusion", "familyLabel": null }, "matchId": "46b33446-a315-4d69-b403-3ce4966e264c", "evidence": "The final slides provide a cascade of implications from the analysis.", "position": 2, "objective": "To understand the implications of the analysis on the project's outcomes", "confidence": 0.6, "extraction": { "at": "2026-07-17 03:31:39.368496+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 15, "type": "setup", "title": "The table categorizes companies into Technology (OEMs) and Retailers, mapping them to their financing model (Captive vs. Outsourced) and credit rating.", "function": "compare_peers", "rawType": "comparison_table", "block": null, "metadata": { "slideType": "comparison_table", "slideTypeCanon": { "name": "Comparison table", "slug": "comparison_table", "status": "active", "canonId": "019de52d-0a06-73f8-8813-fe022fab1de2", "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": "sparse", "densityScore": 18, "componentCount": 3, "textChars": 152, "nDataPoints": 22, "notes": "The table categorizes companies into Technology (OEMs) and Retailers, mapping them to their financing model (Captive vs. Outsourced) and credit rating.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:30:31.45+00", "seconds": 2.501, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1/15", "deck": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1", "deckAnchor": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1#slide-15", "deckJson": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.3, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "Source: BCG research, S&P ratings as at 30 Jan 2012", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:30:31.45+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b41136f8-43d3-4f1a-9742-8ee2f422dee2", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "table", "text": "Company, Captive, Outsourced, Provider, Rating", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:30:31.45+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4aba9080-a3b2-44a6-83bd-33f30aa0b21d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.08 }, "kind": "title", "text": "Most tech co's have captive finance units and IG rating", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:30:31.45+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ddfd4350-49e0-4f31-a5a9-08e7c897e210", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 16, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 11, "name": "Solution & Approach", "beatId": "274f8f9a-4ad4-4e62-aa03-e27bf2027429", "matchId": "956d6542-7cc1-40a8-8b9c-2c366cb0e02c", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "The final slides outline criteria for assessment, observations, and financial forecasts, leading to a conclusion.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 16, "from": 11, "loop": { "name": "41_so_what_cascade", "slug": "41-so-what-cascade", "status": "active", "bestFor": "Data presentations, executive summaries, driving to recommendations", "canonId": "019dd956-769f-7208-afbc-f28985c6f4fb", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Data -> So What? (Insight 1) -> So What? (Insight 2) -> So What? (The Action)", "description": "Chain insights together, each answering 'so what?' until you reach the actionable conclusion", "familyLabel": null }, "matchId": "46b33446-a315-4d69-b403-3ce4966e264c", "evidence": "The final slides provide a cascade of implications from the analysis.", "position": 2, "objective": "To understand the implications of the analysis on the project's outcomes", "confidence": 0.6, "extraction": { "at": "2026-07-17 03:31:39.368496+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 16, "type": "analysis", "title": "The slide uses a waterfall-style build-up logic presented in a table format to arrive at a per-share valuation range.", "function": "quantify_impact", "rawType": "financial_analysis", "block": null, "metadata": { "slideType": "financial_analysis", "slideTypeCanon": { "name": "Financial analysis", "slug": "financial_analysis", "status": "active", "canonId": "019de52d-0b45-709c-bfcc-0cf83dd00f13", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "balanced", "densityScore": 46, "componentCount": 3, "textChars": 938, "nDataPoints": 48, "notes": "The slide uses a waterfall-style build-up logic presented in a table format to arrive at a per-share valuation range.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:30:31.635+00", "seconds": 2.647, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1/16", "deck": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1", "deckAnchor": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1#slide-16", "deckJson": "/decks/019f6b8e-fa73-764f-81e6-f6fa4cfd34d1.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.92, "x": 0.04, "y": 0.88 }, "kind": "paragraph", "text": "1. Denali balance sheet as of November 2, 2012 2. Assumes 90% cash and investments are offshore and subject to 25%-35% US taxes on repatriation. 3. TV based on no revaluation vs. the unaffected late 2012 trading multiple (which is 4.5x EBITA) 3. TV based on revaluation upward to reflect the NPV of the TV over FY'17-28 (which calculates out to 7.5x EBITA) Note: 1742M diluted shares outstanding as at Nov 02, 2012. Numbers may not foot due to rounding. Discount rate of 8.5% used to calculate present values. BCG does not provide fairness opinions or valuations of market transactions. Third-Parties may not rely on these materials for any purpose whatsoever. Source: BCG analysis, Denali Data Room, Industry Publications, Denali 10Q and 10K", "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": "disclaimer", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:30:31.635+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ddca4134-12e6-4123-8755-bfd8a92ac272", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.92, "x": 0.04, "y": 0.22 }, "kind": "table", "text": "DCF valuation table with rows for Base case, Management initiatives, and Market sensitivities, and columns for Low case and High case.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Valuation table", "slug": "valuation", "status": "active", "canonId": "019de52d-034c-74ed-b5c8-22b5e6ac196d", "version": 1, "description": null }, "framework": null }, "subkind": "valuation", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:30:31.635+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "51bc7cdb-3efa-4a4c-985c-500ea210fb2c", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.92, "x": 0.04, "y": 0.08 }, "kind": "title", "text": "Financial forecasts lead to range of implied Denali DCF values", "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 19:30:31.635+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5b235677-c22e-4a34-ba65-c880eb65fbbc", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "119be755-2415-44c3-a492-1db3ae506e31", "evidence": "DCF $ / share calculations", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:30:31.635+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "frameworkName": "dcf" } ], "arcBeats": [ { "to": 16, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 11, "name": "Solution & Approach", "beatId": "274f8f9a-4ad4-4e62-aa03-e27bf2027429", "matchId": "956d6542-7cc1-40a8-8b9c-2c366cb0e02c", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "The final slides outline criteria for assessment, observations, and financial forecasts, leading to a conclusion.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 16, "from": 11, "loop": { "name": "41_so_what_cascade", "slug": "41-so-what-cascade", "status": "active", "bestFor": "Data presentations, executive summaries, driving to recommendations", "canonId": "019dd956-769f-7208-afbc-f28985c6f4fb", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Data -> So What? (Insight 1) -> So What? (Insight 2) -> So What? (The Action)", "description": "Chain insights together, each answering 'so what?' until you reach the actionable conclusion", "familyLabel": null }, "matchId": "46b33446-a315-4d69-b403-3ce4966e264c", "evidence": "The final slides provide a cascade of implications from the analysis.", "position": 2, "objective": "To understand the implications of the analysis on the project's outcomes", "confidence": 0.6, "extraction": { "at": "2026-07-17 03:31:39.368496+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true } ], "arcBeats": [ { "from": 1, "to": 2, "label": "Situation & Context", "description": "The cover and disclaimer slides set the stage for the presentation." }, { "from": 5, "to": 6, "label": "Problem & Complication", "description": "Slides on strategic options and initial review of must-believes indicate an analysis of the problem and complication." }, { "from": 7, "to": 8, "label": "Evidence & Proof", "description": "Financial analysis and data tables provide evidence and proof for the arguments made." }, { "from": 9, "to": 10, "label": "Impact & Next Steps", "description": "Open questions and follow-up questions indicate a consideration of next steps and impacts." }, { "from": 11, "to": 16, "label": "Solution & Approach", "description": "The final slides outline criteria for assessment, observations, and financial forecasts, leading to a conclusion." } ], "loops": [ { "from": 7, "to": 9, "label": "Cost Of Inaction", "description": "To understand the cost of not taking action on splitting Denali" }, { "from": 5, "to": 6, "label": "Mece Breakdown", "description": "To break down the implications of splitting Denali into manageable parts" }, { "from": 11, "to": 16, "label": "So What Cascade", "description": "To understand the implications of the analysis on the project's outcomes" } ] }