Not Boring Capital Fund I Update I Q2 2021 Newsletter

not-boring-capital-fund-i-update-i-q2-2021-newsletter · 2021-01
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.

Deck intelligence map

6
coverage by narrative range · generated from this deck JSON

Slide inventory

14
every slide · same image gating as the playbook
01
Slide 1
This is a text-heavy document slide, likely an email or newsletter format.summarize
Open slide detailBeat · Problem
02
The slide includes a blurred table of portfolio companies and mentions a 'Fund I Memo' strategy for stage allocation.show_traction
Open slide detailBeat · ProblemLoop · Zoom In
03
The slide uses a table to show raw investment data and a pie chart to visualize the distribution of portfolio companies by round.analyze_data
Open slide detailBeat · TractionLoop · Zoom In
04
The slide contains two distinct sections: a data table for vertical mix and a narrative section on portfolio valuation strategy.analyze_data
Open slide detailBeat · TractionLoop · Zoom In
05
The slide uses a line chart to benchmark Ramp's growth against peers like Slack, Twilio, and Shopify. It includes a secondary chart for 'Monthly Purchase Volumeshow_traction
Open slide detailBeat · TractionLoop · Zoom In
06
The slide uses a line chart to benchmark the company's growth against established public SaaS companies.show_traction
Open slide detailBeat · TractionLoop · Zoom In
07
Uses a visual metaphor to contextualize the scale of unicorn valuations against a single mega-cap tech company.size_opportunity
Open slide detailBeat · Market SizeLoop · Analogy
08
The slide is formatted as a narrative text document rather than a traditional slide deck page.show_traction
Open slide detailBeat · Market SizeLoop · Analogy
09
The slide features a prominent 'scale' branding block with a photo of the founder/author.show_traction
Open slide detailBeat · Solution
10
The slide uses a hub-and-spoke diagram to show traffic flow. It includes a personal commentary about 'Party Round' below the data visualization.show_traction
Open slide detailBeat · Solution
11
The slide uses a text message screenshot as a 'social proof' or 'traction' artifact. The text references the 'next big thing will start out looking like a toy' show_traction
12
The slide serves as a personal update from the GP (Packy) regarding his fund's performance and investment strategy.summarize
Open slide detailBeat · Testimonial
13
The slide uses a 'Core-Explore-Growth' framework for portfolio allocation.plan_implementation
Open slide detailBeat · Business Model
14
The slide uses a conversational tone, referencing specific advice from team members (Gaurav, Sarah, Dan) to frame the upcoming content.transition