DoorDash 2014 03 31 Series A Memo Redacted FINAL

doordash-2014-03-31-series-a-memo-redacted-final · 2014-01
arc beats above · slides in the middle · loops below · scroll → 0 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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Deck intelligence map

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coverage by narrative range · generated from this deck JSON
Narrative range 3 total
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Problem 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits
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Solution 1 slides 100% 1/1 slides 100% 1/1 slides · 3 hits
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Financials 1 slides 100% 1/1 slides 100% 1/1 slides · 4 hits
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Slide inventory

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every slide · same image gating as the playbook
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Slide 1
Includes a quote by Steven Wright.summarize
Open slide detailBeat · Problem
02
The slide contains two charts: a stacked area chart showing GPV by cohort and a line chart showing customer repeat rates by cohort.analyze_data
Open slide detailBeat · Financials
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The slide contains two redacted charts and a descriptive paragraph explaining the cohort performance.analyze_data
Open slide detailBeat · Solution
04
The chart shows cohort retention/GPV curves by month of acquisition. The text outlines competitive concerns, unit economics, and capital intensity.analyze_data