{ "schemaVersion": "deck-intelligence.v1", "id": "019f6b8f-43f1-7446-ac22-4c383114553c", "slug": "jarvis-notation-capital-fund-1", "title": "Notation Capital Fund 1", "subtitle": "notation-capital-fund-1", "author": "notation-capital-fund-1", "pageCount": 18, "kind": "pitchdeck", "document": { "id": "019f6b8f-43f1-7446-ac22-4c383114553c", "slug": "jarvis-notation-capital-fund-1", "title": "Notation Capital Fund 1", "rawTitle": "Notation Capital Fund 1", "authorId": "notation-capital-fund-1", "authorName": null, "authorDisplay": "notation-capital-fund-1", "kind": { "slug": "pitchdeck", "label": "Pitch deck" }, "sourceType": { "slug": "vc_research", "label": "VC research" }, "fileName": "jarvis-notation-capital-fund-1.pdf", "sourceUrl": "file://Jarvis_Resources/Notation-Capital-Fund-1.pdf", "sourceDate": null, "presentationDate": null, "ingestedAt": "2026-07-16 15:32:59.075426+00", "status": "ready", "pageCount": 18, "orientation": null, "aspectRatio": null, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "jarvis", "industry": null, "local_root": "/Users/miguelsuredasuau/Desktop/jarvis-staging/decks/jarvis-notation-capital-fund-1", "image_width": 1995, "image_format": "jpg", "deck_type_raw": "fund", "deck_type_slug": null, "source_url_pattern": null } }, "coverage": { "pageCount": 18, "pagesIndexed": 18, "pagesWithImages": 18, "pagesWithMetadata": 18, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 63, "chartCount": 0, "metricSlides": 0, "toolMatches": 4, "documentToolMatches": 0, "frameworkMatches": 3, "arcMatches": 1, "beatMatches": 6, "loopMatches": 2, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "d80a21f2-b861-48dd-9ab6-d9db36498b3d", "evidence": "The deck follows a structure similar to Sequoia's pitch format, with sections on problem, solution, market, product, business model, and team", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 23:20:59.819267+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 4, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 4, "name": "Problem", "beatId": "9bdc87d1-aa3c-4f4e-8054-525b3059791c", "matchId": "d80a21f2-b861-48dd-9ab6-d9db36498b3d", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "Introduction to the investment thesis", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 13, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 13, "name": "Solution", "beatId": "94094392-f9c7-4ca3-8cee-8b9c6605e53f", "matchId": "d80a21f2-b861-48dd-9ab6-d9db36498b3d", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Fund structure as the solution", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 15, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 14, "name": "Market Size", "beatId": "124ab5d3-a1dd-43e9-9c28-ba23874c8838", "matchId": "d80a21f2-b861-48dd-9ab6-d9db36498b3d", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "Strategy and space to build", "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": 17, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 16, "name": "Product", "beatId": "da867b23-16ea-491a-bf26-78b47aebbe0e", "matchId": "d80a21f2-b861-48dd-9ab6-d9db36498b3d", "beatType": { "name": "Product", "slug": "sequoia-pitch-product", "status": "active", "canonId": "019dd9b8-2259-77df-a937-8b665c8066fe", "version": 1, "description": null }, "evidence": "Previous investments and firms they've worked with", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 3, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 3, "name": "Team", "beatId": "81cf23c9-8268-4c69-a650-f1c6da9e5600", "matchId": "d80a21f2-b861-48dd-9ab6-d9db36498b3d", "beatType": { "name": "Team", "slug": "sequoia-pitch-team", "status": "active", "canonId": "019dd9b8-23c9-746f-aaf9-2f5d83892cf3", "version": 1, "description": null }, "evidence": "Team bio", "position": 4, "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": 2, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 1, "name": "The Ask", "beatId": "78f52120-87d6-4d83-b8c2-5ce9f6229dcd", "matchId": "d80a21f2-b861-48dd-9ab6-d9db36498b3d", "beatType": { "name": "The Ask", "slug": "sequoia-pitch-the-ask", "status": "active", "canonId": "019dd9b8-24f3-72bf-940a-74d06fd9396b", "version": 1, "description": null }, "evidence": "Cover and mission slides", "position": 5, "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": 10, "from": 9, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null, "categoryName": "Urgency", "categorySlug": "urgency" }, "matchId": "73b2cdae-7135-4c58-bb98-90b327cc2f99", "evidence": "The why now section", "position": 0, "objective": "Explain why now is the right time for this investment strategy", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:21:00.15328+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 12, "from": 11, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null, "categoryName": "Consulting Framework", "categorySlug": "consulting-framework" }, "matchId": "36f4f295-a447-4a77-9f1f-d956579696b4", "evidence": "Thesis Pt. 3 and Pt. 4 sections", "position": 1, "objective": "Highlight the potential for quick wins and big bets", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:21:00.218918+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "f6fbe467-9eea-470b-9d86-0e9462a5eb8b", "evidence": "Notation Capital", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:18:41.338961+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Thesis archetype", "slug": "thesis-archetype", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b0b-7428-9b26-f171d1e753fb", "version": 1, "bodyDocId": null, "description": "A canonical investment / activist thesis shape (breakup, fraud, governance).", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "5cc37dbc-fb0c-4941-b4d5-958f72eb6154", "evidence": "THESIS Pt. 1 - Capital Efficiency", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:18:41.491723+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "narrativePurpose": null }, { "tool": { "name": "Thesis archetype", "slug": "thesis-archetype", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b0b-7428-9b26-f171d1e753fb", "version": 1, "bodyDocId": null, "description": "A canonical investment / activist thesis shape (breakup, fraud, governance).", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e02151d3-ed3c-400c-9661-70c108cd41ac", "evidence": "THESIS Pt. 1 - Operational Efficiency", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:18:41.566329+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a0845b14-8ae2-4a2f-9e45-7a6baac7a7d5", "evidence": "YouTube - 1M:1 (at acquisition, 2006) Facebook - 1.2M:1 (c. 2013) Instagram - 12.5M:1 (at acquisition) Whatsapp - 14M:1 (at acquisition)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:18:41.640343+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": "39534cfa-2905-46ec-92fe-55ede88e665d", "evidence": "Uses quotes from Chris Dixon and Benedict Evans to validate the thesis.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:13:12.041+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "frameworkName": "authority-citation" }, { "matchId": "695fb48b-f7b7-4c1a-acdc-4670f7ec7d35", "evidence": "The slide explicitly labels itself as 'THESIS Pt. 1' and provides supporting data points.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:13:12.205+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "frameworkName": "thesis-headline" }, { "matchId": "55a6a1f0-1d54-44f0-940d-0adda007aedc", "evidence": "Listing reputable co-investors to build credibility and social proof.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:13:14.618+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "frameworkName": "authority-citation" } ], "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/lMcP1uOdhpioDejfvEsc3vmxThrq06mjQ3uV2LC4k24/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtbm90YXRpb24tY2FwaXRhbC1mdW5kLTEvcDAwMS5qcGc", "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": 7, "componentCount": 2, "textChars": 77, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:13:10.078+00", "seconds": 2.287, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-43f1-7446-ac22-4c383114553c/1", "deck": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c", "deckAnchor": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c#slide-1", "deckJson": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c.json" }, "components": [ { "bbox": { "h": 1, "w": 1, "x": 0, "y": 0 }, "kind": "image", "text": "Street scene with mural and Williamsburg Bridge in background", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:10.078+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c7ec0cdf-0b79-47d0-b47e-631f026c781c", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.52, "x": 0.24, "y": 0.414 }, "kind": "title", "text": "Notation Capital", "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 19:13:10.078+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3cea285c-d84b-40a1-abc3-1bd7b079883e", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "f6fbe467-9eea-470b-9d86-0e9462a5eb8b", "evidence": "Notation Capital", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:18:41.338961+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 2, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 1, "name": "The Ask", "beatId": "78f52120-87d6-4d83-b8c2-5ce9f6229dcd", "matchId": "d80a21f2-b861-48dd-9ab6-d9db36498b3d", "beatType": { "name": "The Ask", "slug": "sequoia-pitch-the-ask", "status": "active", "canonId": "019dd9b8-24f3-72bf-940a-74d06fd9396b", "version": 1, "description": null }, "evidence": "Cover and mission slides", "position": 5, "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": [], "thumbSrc": "https://imgproxy.kitesheet.com/keLv-v1s5gWupX5gGiTRj936ENpUdPbsDc1pZdSVSVw/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtbm90YXRpb24tY2FwaXRhbC1mdW5kLTEvcDAwMS5qcGc", "imagePathAlt": "https://imgproxy.kitesheet.com/-AXBav2nUOIvHdBo3N3YcG0xGQ1o_uEUyP1GTeH1T08/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtbm90YXRpb24tY2FwaXRhbC1mdW5kLTEvcDAwMS5wbmc", "thumbSrcAlt": "https://imgproxy.kitesheet.com/u-BXec-tMPZcWCjZxDVOK2SlLjdJm24i6CUTmyTOA4w/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtbm90YXRpb24tY2FwaXRhbC1mdW5kLTEvcDAwMS5wbmc" }, { "page": 2, "type": "setup", "function": "inspire_vision", "rawType": "mission", "block": null, "metadata": { "slideType": "mission", "slideTypeCanon": { "name": "Mission", "slug": "mission", "status": "active", "canonId": "019de52d-0fce-7496-b34c-18fd6a6e3310", "version": 1, "description": null }, "function": "inspire_vision", "functionCanon": { "name": "Inspire vision", "slug": "inspire_vision", "status": "active", "canonId": "019de52d-16d0-7756-83de-376eeac6fa40", "version": 1, "description": null }, "density": "sparse", "densityScore": 11, "componentCount": 2, "textChars": 152, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:13:09.99+00", "seconds": 2.062, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-43f1-7446-ac22-4c383114553c/2", "deck": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c", "deckAnchor": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c#slide-2", "deckJson": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c.json" }, "components": [ { "bbox": { "h": 0.3, "w": 0.9, "x": 0.05, "y": 0.35 }, "kind": "paragraph", "text": "BE THE FIRST PARTNER TO HIGHLY TECHNICAL FOUNDERS CAPABLE OF BUILDING AND SCALING CAPITAL EFFICIENT INTERNET COMPANIES IN NYC.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:09.99+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d8c198af-7792-4766-afb6-31fba780a863", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.65, "x": 0.05, "y": 0.18 }, "kind": "title", "text": "Notation Capital - Mission", "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 19:13:09.99+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3a448765-f069-4df5-b38a-2ca5c9b17d67", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 2, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 1, "name": "The Ask", "beatId": "78f52120-87d6-4d83-b8c2-5ce9f6229dcd", "matchId": "d80a21f2-b861-48dd-9ab6-d9db36498b3d", "beatType": { "name": "The Ask", "slug": "sequoia-pitch-the-ask", "status": "active", "canonId": "019dd9b8-24f3-72bf-940a-74d06fd9396b", "version": 1, "description": null }, "evidence": "Cover and mission slides", "position": 5, "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": 3, "type": "setup", "title": "The slide uses a subway background image, likely to emphasize the NYC context.", "function": "other", "rawType": "team_bio", "block": null, "metadata": { "slideType": "team_bio", "slideTypeCanon": { "name": "Team bio", "slug": "team_bio", "status": "active", "canonId": "019de52d-0a7d-7394-ae5b-037478e71f1e", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "balanced", "densityScore": 30, "componentCount": 4, "textChars": 245, "nDataPoints": 0, "notes": "The slide uses a subway background image, likely to emphasize the NYC context.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:13:11.006+00", "seconds": 2.465, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-43f1-7446-ac22-4c383114553c/3", "deck": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c", "deckAnchor": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c#slide-3", "deckJson": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c.json" }, "components": [ { "bbox": { "h": 1, "w": 1, "x": 0, "y": 0 }, "kind": "image", "text": "Subway train in station", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:11.006+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "80b27713-deac-4a16-b28d-18dd67178e2f", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.92, "x": 0.04, "y": 0.38 }, "kind": "list", "text": "Alex Lines - Hacker - betaworks, bitly, chartbeat\nNick Chirls - Investor / Product - betaworks, HFC", "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 19:13:11.006+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e0242416-18ed-4144-890e-104f55704888", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.92, "x": 0.04, "y": 0.68 }, "kind": "paragraph", "text": "We are technologists first. We have been building and investing in the NYC startup community for the past decade.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:11.006+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f2164180-d53e-4585-9b38-2d546c0045f7", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.39, "x": 0.04, "y": 0.18 }, "kind": "title", "text": "WHO WE ARE", "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 19:13:11.006+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cc859031-cf5c-4cf3-b0fa-37a5802d262c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 3, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 3, "name": "Team", "beatId": "81cf23c9-8268-4c69-a650-f1c6da9e5600", "matchId": "d80a21f2-b861-48dd-9ab6-d9db36498b3d", "beatType": { "name": "Team", "slug": "sequoia-pitch-team", "status": "active", "canonId": "019dd9b8-23c9-746f-aaf9-2f5d83892cf3", "version": 1, "description": null }, "evidence": "Team bio", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 4, "type": "setup", "title": "The slide uses a background image of a storefront (86 East 7th Street) to provide a casual, grounded aesthetic.", "function": "inspire_vision", "rawType": "thesis_headline", "block": null, "metadata": { "slideType": "thesis_headline", "slideTypeCanon": { "name": "Thesis headline", "slug": "thesis_headline", "status": "active", "canonId": "019de52d-073a-70cb-b9f6-772a597bb5af", "version": 1, "description": null }, "function": "inspire_vision", "functionCanon": { "name": "Inspire vision", "slug": "inspire_vision", "status": "active", "canonId": "019de52d-16d0-7756-83de-376eeac6fa40", "version": 1, "description": null }, "density": "dense", "densityScore": 56, "componentCount": 6, "textChars": 416, "nDataPoints": 0, "notes": "The slide uses a background image of a storefront (86 East 7th Street) to provide a casual, grounded aesthetic.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:13:12.041+00", "seconds": 3.278, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-43f1-7446-ac22-4c383114553c/4", "deck": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c", "deckAnchor": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c#slide-4", "deckJson": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.2, "x": 0.05, "y": 0.92 }, "kind": "paragraph", "text": "- Benedict Evans", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:12.041+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d247775-8cb0-488c-a993-e58ed55a4f41", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.2, "x": 0.05, "y": 0.65 }, "kind": "paragraph", "text": "- Chris Dixon", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:12.041+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b5bc16ce-a3ed-4e3f-ae99-632503334d46", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.81 }, "kind": "quote", "text": "15 years ago you'd have 100 people, $10m raised and 1m users. Yo has 1 man, 1m users and $1m raised. This is only going one way.", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:12.041+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "155a9697-13b3-43c4-af79-6fe63374f46e", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.5 }, "kind": "quote", "text": "On relatively little capital, Instagram got to 100m users. Then, Whatsapp got to 500m. Eventually, a solo entrepreneur will get to 1B users.", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:12.041+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ace1d91f-b5a7-494f-877c-738dc34d6cc2", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.29 }, "kind": "title", "text": "Scaling computing infrastructure continues to get dramatically more capital efficient.", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:12.041+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1e95dcf3-8c0b-40ea-bdb0-0a3f94d6da8f", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.78, "x": 0.05, "y": 0.11 }, "kind": "title", "text": "THESIS Pt. 1 - Capital Efficiency", "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 19:13:12.041+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bdf6e497-0598-4742-a18c-b56522447bb7", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Thesis archetype", "slug": "thesis-archetype", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b0b-7428-9b26-f171d1e753fb", "version": 1, "bodyDocId": null, "description": "A canonical investment / activist thesis shape (breakup, fraud, governance).", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "5cc37dbc-fb0c-4941-b4d5-958f72eb6154", "evidence": "THESIS Pt. 1 - Capital Efficiency", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:18:41.491723+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "narrativePurpose": null } ], "frameworks": [ { "matchId": "39534cfa-2905-46ec-92fe-55ede88e665d", "evidence": "Uses quotes from Chris Dixon and Benedict Evans to validate the thesis.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:13:12.041+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "frameworkName": "authority-citation" } ], "arcBeats": [ { "to": 4, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 4, "name": "Problem", "beatId": "9bdc87d1-aa3c-4f4e-8054-525b3059791c", "matchId": "d80a21f2-b861-48dd-9ab6-d9db36498b3d", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "Introduction to the investment thesis", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 5, "type": "setup", "title": "The slide uses a background image of a library/cafe setting, likely to evoke a sense of intellectual or professional environment.", "function": "establish_context", "rawType": "thesis_headline", "block": null, "metadata": { "slideType": "thesis_headline", "slideTypeCanon": { "name": "Thesis headline", "slug": "thesis_headline", "status": "active", "canonId": "019de52d-073a-70cb-b9f6-772a597bb5af", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "balanced", "densityScore": 37, "componentCount": 4, "textChars": 367, "nDataPoints": 0, "notes": "The slide uses a background image of a library/cafe setting, likely to evoke a sense of intellectual or professional environment.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:13:12.227+00", "seconds": 2.846, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-43f1-7446-ac22-4c383114553c/5", "deck": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c", "deckAnchor": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c#slide-5", "deckJson": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c.json" }, "components": [ { "bbox": { "h": 0.18, "w": 0.9, "x": 0.05, "y": 0.75 }, "kind": "paragraph", "text": "Platform as a service, configuration management, automation, and fault-tolerant distributed architectures give engineers the leverage to single-handedly orchestrate huge infrastructures.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:12.227+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5decf2fc-26cb-47d5-98d0-43fce6e98c6f", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.88, "x": 0.05, "y": 0.29 }, "kind": "paragraph", "text": "Operational efficiency is also a force multiplier.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:12.227+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "815ec9d8-01e8-459f-8e2f-25c7cc1257cb", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.88, "x": 0.05, "y": 0.45 }, "kind": "paragraph", "text": "Recent advances have radically increased how much infrastructure a single engineer can manage.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:12.227+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f409d33b-444b-48a0-a055-94ab32ec25bc", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.11 }, "kind": "title", "text": "THESIS Pt. 1 - Operational Efficiency", "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 19:13:12.227+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c2b67895-2971-4008-8365-25ea8ec58ede", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Thesis archetype", "slug": "thesis-archetype", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b0b-7428-9b26-f171d1e753fb", "version": 1, "bodyDocId": null, "description": "A canonical investment / activist thesis shape (breakup, fraud, governance).", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e02151d3-ed3c-400c-9661-70c108cd41ac", "evidence": "THESIS Pt. 1 - Operational Efficiency", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:18:41.566329+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 6, "type": "setup", "title": "The background is a photo of a social gathering at night, likely at a Shake Shack location.", "function": "inspire_vision", "rawType": "thesis_headline", "block": null, "metadata": { "slideType": "thesis_headline", "slideTypeCanon": { "name": "Thesis headline", "slug": "thesis_headline", "status": "active", "canonId": "019de52d-073a-70cb-b9f6-772a597bb5af", "version": 1, "description": null }, "function": "inspire_vision", "functionCanon": { "name": "Inspire vision", "slug": "inspire_vision", "status": "active", "canonId": "019de52d-16d0-7756-83de-376eeac6fa40", "version": 1, "description": null }, "density": "balanced", "densityScore": 32, "componentCount": 3, "textChars": 304, "nDataPoints": 4, "notes": "The background is a photo of a social gathering at night, likely at a Shake Shack location.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:13:12.205+00", "seconds": 2.708, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-43f1-7446-ac22-4c383114553c/6", "deck": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c", "deckAnchor": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c#slide-6", "deckJson": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c.json" }, "components": [ { "bbox": { "h": 0.3, "w": 0.6, "x": 0.05, "y": 0.55 }, "kind": "list", "text": "YouTube - 1M:1 (at acquisition, 2006)\nFacebook - 1.2M:1 (c. 2013)\nInstagram - 12.5M:1 (at acquisition)\nWhatsapp - 14M:1 (at acquisition)", "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 19:13:12.205+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "08a2ddd9-cd3d-498c-90d8-7e86e6011c0a", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "title", "text": "The ratio of users:engineers is a strong indication of a company’s operational efficiency and potential return on invested capital.", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:12.205+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ddfb0a66-4394-4198-889c-51d0c6f93f2f", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.1 }, "kind": "title", "text": "THESIS Pt. 1 - Operational Efficiency", "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 19:13:12.205+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "645e7576-6234-4be3-bf36-0b4daf56ff29", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a0845b14-8ae2-4a2f-9e45-7a6baac7a7d5", "evidence": "YouTube - 1M:1 (at acquisition, 2006) Facebook - 1.2M:1 (c. 2013) Instagram - 12.5M:1 (at acquisition) Whatsapp - 14M:1 (at acquisition)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:18:41.640343+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": "695fb48b-f7b7-4c1a-acdc-4670f7ec7d35", "evidence": "The slide explicitly labels itself as 'THESIS Pt. 1' and provides supporting data points.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:13:12.205+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "frameworkName": "thesis-headline" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 7, "type": "setup", "title": "The slide uses a dark, atmospheric background image of a city street at night, likely to evoke the 'NYC' theme.", "function": "establish_context", "rawType": "thesis_headline", "block": null, "metadata": { "slideType": "thesis_headline", "slideTypeCanon": { "name": "Thesis headline", "slug": "thesis_headline", "status": "active", "canonId": "019de52d-073a-70cb-b9f6-772a597bb5af", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "balanced", "densityScore": 29, "componentCount": 3, "textChars": 275, "nDataPoints": 1, "notes": "The slide uses a dark, atmospheric background image of a city street at night, likely to evoke the 'NYC' theme.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:13:12.612+00", "seconds": 2.947, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-43f1-7446-ac22-4c383114553c/7", "deck": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c", "deckAnchor": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c#slide-7", "deckJson": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.85, "x": 0.05, "y": 0.3 }, "kind": "paragraph", "text": "7+ years into the current cycle, the first wave of hugely valuable NYC (and SV) companies have been built.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:12.612+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ca660f11-d3ee-45e5-8422-71d86fcdcea5", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.85, "x": 0.05, "y": 0.6 }, "kind": "paragraph", "text": "NYC has had category creating wins (Kickstarter, Etsy, Tumblr, MakerBot, BuzzFeed) with well over $15B+ in value created this cycle so far.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:12.612+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d2740609-995c-4128-a7a4-60fdabe808af", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.6, "x": 0.05, "y": 0.1 }, "kind": "title", "text": "THESIS Pt. 2 - Talent Turnover", "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 19:13:12.612+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "771b2c91-994f-43e2-8e56-00c9e5f9a26c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 8, "type": "setup", "function": "establish_context", "rawType": "thesis_headline", "block": null, "metadata": { "slideType": "thesis_headline", "slideTypeCanon": { "name": "Thesis headline", "slug": "thesis_headline", "status": "active", "canonId": "019de52d-073a-70cb-b9f6-772a597bb5af", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "balanced", "densityScore": 36, "componentCount": 4, "textChars": 354, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:13:12.475+00", "seconds": 2.745, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-43f1-7446-ac22-4c383114553c/8", "deck": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c", "deckAnchor": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c#slide-8", "deckJson": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c.json" }, "components": [ { "bbox": { "h": 1, "w": 1, "x": 0, "y": 0 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:12.475+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aa142a02-440b-4584-8378-6893586eaf7b", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.28 }, "kind": "paragraph", "text": "As these companies have grown up, NYC has built a deep network of technical talent. This is evidence of NYC’s maturing ecosystem.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:12.475+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d89c6e66-e349-4bd0-8450-04adf5f1d00b", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.9, "x": 0.05, "y": 0.58 }, "kind": "paragraph", "text": "We’re seeing talented technical people leave the first wave of successful companies to join or start new startups. We believe these people will build the next wave of hugely successful companies.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:12.475+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f6c1352e-f183-4de4-a7e4-1f4d122ce183", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.7, "x": 0.05, "y": 0.1 }, "kind": "title", "text": "THESIS Pt. 2 - Talent Turnover", "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 19:13:12.475+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e87c23e3-f2bd-44e9-807b-6ea7e4c40c3d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 9, "type": "setup", "title": "The slide uses a background image of a brick building with text overlays.", "function": "argue_timing", "rawType": "why_now", "block": null, "metadata": { "slideType": "why_now", "slideTypeCanon": { "name": "Why now", "slug": "why_now", "status": "active", "canonId": "019de52d-0f2e-718d-b8ad-256dd87582d0", "version": 1, "description": null }, "function": "argue_timing", "functionCanon": { "name": "Argue timing (why now)", "slug": "argue_timing", "status": "active", "canonId": "019de52d-16f8-74de-9ec2-900be07d90dd", "version": 1, "description": null }, "density": "balanced", "densityScore": 35, "componentCount": 4, "textChars": 332, "nDataPoints": 0, "notes": "The slide uses a background image of a brick building with text overlays.", "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:13:12.473+00", "seconds": 2.681, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-43f1-7446-ac22-4c383114553c/9", "deck": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c", "deckAnchor": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c#slide-9", "deckJson": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.8, "x": 0.05, "y": 0.7 }, "kind": "paragraph", "text": "We expect to find ways to productize, and likely open source these findings.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:12.473+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5db1a4e0-641d-44e6-8cba-742644e5deed", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.8, "x": 0.05, "y": 0.4 }, "kind": "paragraph", "text": "We’re systematically mapping out the “talent graph” using publicly available data sources and human intelligence and we’re beginning to mine signals to predict key movements in the network.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:12.473+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "97ff3318-0f17-48d6-8d56-1d49785074ec", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.1 }, "kind": "title", "text": "THESIS Pt. 2 - Talent Turnover", "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 19:13:12.473+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "40a51cba-eb1e-4637-bd31-7d8d3969076a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.25 }, "kind": "title", "text": "How do we know this is happening now?", "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 19:13:12.473+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f5263464-0582-488a-8466-43495de6e35d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [ { "to": 10, "from": 9, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "73b2cdae-7135-4c58-bb98-90b327cc2f99", "evidence": "The why now section", "position": 0, "objective": "Explain why now is the right time for this investment strategy", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:21:00.15328+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 10, "type": "setup", "title": "The slide uses a background image of a building, likely to evoke a sense of place or 'the streets' of the NYC tech scene.", "function": "establish_context", "rawType": "thesis_headline", "block": null, "metadata": { "slideType": "thesis_headline", "slideTypeCanon": { "name": "Thesis headline", "slug": "thesis_headline", "status": "active", "canonId": "019de52d-073a-70cb-b9f6-772a597bb5af", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "balanced", "densityScore": 36, "componentCount": 4, "textChars": 352, "nDataPoints": 0, "notes": "The slide uses a background image of a building, likely to evoke a sense of place or 'the streets' of the NYC tech scene.", "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:13:12.828+00", "seconds": 2.741, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-43f1-7446-ac22-4c383114553c/10", "deck": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c", "deckAnchor": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c#slide-10", "deckJson": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.4 }, "kind": "paragraph", "text": "We also know this because these are our people. These are the hackers and designers we’ve worked with and built products with for years.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:12.828+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0c14baea-0b76-4294-9020-6fd80c467f11", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.25 }, "kind": "paragraph", "text": "How do we know this is happening now?", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:12.828+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0fb34169-0526-412d-965a-c35ed0bcb221", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.65 }, "kind": "paragraph", "text": "Although this network of NYC talent is beginning to mature, there is still a significant opportunity to fill the space as the core of this ecosystem.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:12.828+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bbd219d2-e2af-4d61-b396-c8f5d66f7da0", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.7, "x": 0.05, "y": 0.1 }, "kind": "title", "text": "THESIS Pt. 2 - Talent Turnover", "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 19:13:12.828+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e0d7f902-6ad3-4062-ae6b-e2b07982c4cd", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [ { "to": 10, "from": 9, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "73b2cdae-7135-4c58-bb98-90b327cc2f99", "evidence": "The why now section", "position": 0, "objective": "Explain why now is the right time for this investment strategy", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:21:00.15328+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 11, "type": "setup", "title": "The slide uses a background image of a mural, with text overlaid on white highlight boxes for readability.", "function": "establish_context", "rawType": "thesis_headline", "block": null, "metadata": { "slideType": "thesis_headline", "slideTypeCanon": { "name": "Thesis headline", "slug": "thesis_headline", "status": "active", "canonId": "019de52d-073a-70cb-b9f6-772a597bb5af", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "balanced", "densityScore": 28, "componentCount": 3, "textChars": 337, "nDataPoints": 0, "notes": "The slide uses a background image of a mural, with text overlaid on white highlight boxes for readability.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:13:12.714+00", "seconds": 2.535, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-43f1-7446-ac22-4c383114553c/11", "deck": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c", "deckAnchor": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c#slide-11", "deckJson": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c.json" }, "components": [ { "bbox": { "h": 0.18, "w": 0.9, "x": 0.05, "y": 0.28 }, "kind": "paragraph", "text": "As this first wave of startups have grown up, the best VC firms are moving higher up the stack: USV, Thrive Capital, First Round Capital, Lerer Ventures.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:12.714+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2e8110be-bfb4-401f-b118-711b32814252", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.9, "x": 0.05, "y": 0.56 }, "kind": "paragraph", "text": "There are very few top-tier investors left in NYC focused on true angel / pre-seed: High Line Venture Partners, Brooklyn Bridge Ventures, Box Group...", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:12.714+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3669ec7c-068e-4f33-80fc-7ec96f8369c3", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.11 }, "kind": "title", "text": "THESIS Pt. 3 - VCs Have Leveled Up", "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 19:13:12.714+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d3d2d771-097b-4b5d-a603-abe9bfed2a3e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [ { "to": 12, "from": 11, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "36f4f295-a447-4a77-9f1f-d956579696b4", "evidence": "Thesis Pt. 3 and Pt. 4 sections", "position": 1, "objective": "Highlight the potential for quick wins and big bets", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:21:00.218918+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 12, "type": "setup", "title": "The slide uses a background image of a coffee shop, likely to evoke a sense of local community or 'third place' networking.", "function": "inspire_vision", "rawType": "thesis_headline", "block": null, "metadata": { "slideType": "thesis_headline", "slideTypeCanon": { "name": "Thesis headline", "slug": "thesis_headline", "status": "active", "canonId": "019de52d-073a-70cb-b9f6-772a597bb5af", "version": 1, "description": null }, "function": "inspire_vision", "functionCanon": { "name": "Inspire vision", "slug": "inspire_vision", "status": "active", "canonId": "019de52d-16d0-7756-83de-376eeac6fa40", "version": 1, "description": null }, "density": "balanced", "densityScore": 36, "componentCount": 4, "textChars": 346, "nDataPoints": 0, "notes": "The slide uses a background image of a coffee shop, likely to evoke a sense of local community or 'third place' networking.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:13:13.108+00", "seconds": 2.834, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-43f1-7446-ac22-4c383114553c/12", "deck": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c", "deckAnchor": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c#slide-12", "deckJson": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c.json" }, "components": [ { "bbox": { "h": 1, "w": 1, "x": 0, "y": 0 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:13.108+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "046575e8-4b68-4be9-a19a-d1897c0a47f8", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "paragraph", "text": "There is a meaningful opportunity for a small, NYC-focused pre-seed fund that can help the next wave of technical founders with small amounts of early capital and guidance getting to market.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:13.108+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1d8f37db-baa8-4b06-b500-d549c1383431", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.9, "x": 0.05, "y": 0.6 }, "kind": "paragraph", "text": "Given our experience investing in, building, and scaling products, we believe no one is better positioned to execute this strategy.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:13.108+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5aa7a0f7-46a2-4704-a122-3e1b566a0273", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.6, "x": 0.05, "y": 0.1 }, "kind": "title", "text": "THESIS Pt. 4 - A New Firm", "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 19:13:13.108+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ab76013b-28a6-4c8b-88a7-d825b0a957e4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [ { "to": 12, "from": 11, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "36f4f295-a447-4a77-9f1f-d956579696b4", "evidence": "Thesis Pt. 3 and Pt. 4 sections", "position": 1, "objective": "Highlight the potential for quick wins and big bets", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:21:00.218918+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 background image of a mural of a man in a top hat, likely for branding or aesthetic purposes.", "function": "present_framework", "rawType": "business_model", "block": null, "metadata": { "slideType": "business_model", "slideTypeCanon": { "name": "Business model", "slug": "business_model", "status": "active", "canonId": "019de52d-0fa6-7104-86d0-e5781f8b8b45", "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": "balanced", "densityScore": 28, "componentCount": 3, "textChars": 236, "nDataPoints": 4, "notes": "The slide uses a background image of a mural of a man in a top hat, likely for branding or aesthetic purposes.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:13:13.223+00", "seconds": 2.852, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-43f1-7446-ac22-4c383114553c/13", "deck": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c", "deckAnchor": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c#slide-13", "deckJson": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c.json" }, "components": [ { "bbox": { "h": 1, "w": 1, "x": 0, "y": 0 }, "kind": "image", "text": "Background image of a brick building with a mural of a man in a top hat and a one-way street sign.", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:13.223+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "23630e03-f373-47dc-830f-daaffabb3002", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.92, "x": 0.04, "y": 0.38 }, "kind": "list", "text": "$6M Pre-Seed Fund\n10 Pre-Seed investments / year ($150k each)\n$1M Cap on total costs (mgmt, operating, legal, etc)\n20% Carry", "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 19:13:13.223+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c8e4a401-9241-471c-aa6b-f8e04d5916b9", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.51, "x": 0.04, "y": 0.17 }, "kind": "title", "text": "FUND STRUCTURE", "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 19:13:13.223+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0af9b781-9340-4c3b-b62d-b129d66aa045", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 13, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 13, "name": "Solution", "beatId": "94094392-f9c7-4ca3-8cee-8b9c6605e53f", "matchId": "d80a21f2-b861-48dd-9ab6-d9db36498b3d", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Fund structure as the solution", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 14, "type": "setup", "title": "The slide uses a background image of a local grocery store, likely to emphasize a 'ground-level' or 'early-stage' investment philosophy.", "function": "establish_context", "rawType": "context", "block": null, "metadata": { "slideType": "context", "slideTypeCanon": { "name": "Context (pitchdeck)", "slug": "context", "status": "active", "canonId": "019de52d-1094-779e-9590-e4603e6a191c", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "balanced", "densityScore": 41, "componentCount": 4, "textChars": 338, "nDataPoints": 2, "notes": "The slide uses a background image of a local grocery store, likely to emphasize a 'ground-level' or 'early-stage' investment philosophy.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:13:13.165+00", "seconds": 2.705, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-43f1-7446-ac22-4c383114553c/14", "deck": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c", "deckAnchor": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c#slide-14", "deckJson": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c.json" }, "components": [ { "bbox": { "h": 1, "w": 1, "x": 0, "y": 0 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:13.165+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7c4b0de9-251a-48c0-a4a6-ca7ba81e8e04", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.85, "x": 0.05, "y": 0.28 }, "kind": "paragraph", "text": "\"Pre-Seed\" means investing first money into highly technical teams pre-product or early prototype.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:13.165+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2f140371-b5bc-42c6-bae3-a2f36246462a", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.9, "x": 0.05, "y": 0.58 }, "kind": "paragraph", "text": "We invest $100k-$200k (which may represent the entire pre-seed round) and work closely with these teams with the expectation of getting a product into market and raising institutional seed capital if/when necessary.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:13.165+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cbccbc11-bed6-416b-b2a0-37c898484aa6", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.65, "x": 0.05, "y": 0.12 }, "kind": "title", "text": "STRATEGY Pt. 1 - Pre-Seed", "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 19:13:13.165+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c2a1c77a-32ef-41fc-be45-c396b0bbbea0", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 15, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 14, "name": "Market Size", "beatId": "124ab5d3-a1dd-43e9-9c28-ba23874c8838", "matchId": "d80a21f2-b861-48dd-9ab6-d9db36498b3d", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "Strategy and space to build", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 15, "type": "appendix", "function": "establish_context", "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": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "balanced", "densityScore": 32, "componentCount": 4, "textChars": 276, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:13:13.932+00", "seconds": 3.11, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-43f1-7446-ac22-4c383114553c/15", "deck": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c", "deckAnchor": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c#slide-15", "deckJson": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c.json" }, "components": [ { "bbox": { "h": 1, "w": 1, "x": 0, "y": 0 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:13.932+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f99acec5-3363-4465-9e8a-e2c40b958486", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.55 }, "kind": "paragraph", "text": "The space is an important part of building strong community and network over time, even beyond the founders we invest in.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:13.932+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5f210b91-24d6-4adb-9c8f-91f1ba3305ff", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "paragraph", "text": "Our office in Brooklyn will be a space for founders to build, where we can work closely together during their earliest days.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:13.932+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7611e9b6-b22e-4af2-b6fc-f2eef11ac370", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.8, "x": 0.05, "y": 0.1 }, "kind": "title", "text": "STRATEGY Pt. 2 - Space to Build", "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 19:13:13.932+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c8711c73-341a-44c5-a310-37713d1a0a25", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 15, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 14, "name": "Market Size", "beatId": "124ab5d3-a1dd-43e9-9c28-ba23874c8838", "matchId": "d80a21f2-b861-48dd-9ab6-d9db36498b3d", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "Strategy and space to build", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 16, "type": "evidence", "title": "The slide uses a background image of a street party to convey a sense of community or network.", "function": "cite_precedent", "rawType": "customer_logos", "block": null, "metadata": { "slideType": "customer_logos", "slideTypeCanon": { "name": "Customer logos", "slug": "customer_logos", "status": "active", "canonId": "019de52d-101d-705c-8956-65f1b315e58a", "version": 1, "description": null }, "function": "cite_precedent", "functionCanon": { "name": "Cite precedent", "slug": "cite_precedent", "status": "active", "canonId": "019de52d-142b-714b-86d4-58aad7b568ec", "version": 1, "description": null }, "density": "dense", "densityScore": 54, "componentCount": 5, "textChars": 575, "nDataPoints": 0, "notes": "The slide uses a background image of a street party to convey a sense of community or network.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:13:14.618+00", "seconds": 3.454, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-43f1-7446-ac22-4c383114553c/16", "deck": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c", "deckAnchor": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c#slide-16", "deckJson": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.3, "x": 0.05, "y": 0.55 }, "kind": "list", "text": "BETAWORKS, LERER VENTURES, SV ANGEL, THRIVE CAPITAL, USV, HIGH LINE VENTURE PARTNERS, INDEX VENTURES, RRE VENTURES, FUEL CAPITAL", "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 19:13:14.618+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "438edb3c-33f9-4d7b-9ad5-95c028d7b3f2", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.3, "x": 0.38, "y": 0.55 }, "kind": "list", "text": "FOUNDER COLLECTIVE, FIRST ROUND CAPITAL, SPARK CAPITAL, BLOOMBERG BETA, RED SWAN VENTURES, FLYBRIDGE CAPITAL PARTNERS, CAA, BOX GROUP, BROOKLYN BRIDGE VENTURES", "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 19:13:14.618+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6b01aa67-2669-4078-9816-c386562aa834", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.3, "x": 0.7, "y": 0.55 }, "kind": "list", "text": "COLLABORATIVE FUND, RED SEA VENTURES, NEXT VIEW VENTURES, VAYNER RSE, HYDRAZINE CAPITAL, WHITE STAR CAPITAL, QUOTIDIAN VENTURES, MESA+, LAUNCH CAPITAL", "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 19:13:14.618+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9b4b9424-7834-40c3-8a06-0b750b321a6f", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "paragraph", "text": "Our relationships and history with seed stage investors represent important capital access for our founders.", "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 19:13:14.618+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a19d9e12-084e-40f7-b480-1dd6cf421932", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.12 }, "kind": "title", "text": "SOME FIRMS WE'VE INVESTED WITH", "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 19:13:14.618+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c6a8daff-7604-4f4a-9089-faac79b3953d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "55a6a1f0-1d54-44f0-940d-0adda007aedc", "evidence": "Listing reputable co-investors to build credibility and social proof.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:13:14.618+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "frameworkName": "authority-citation" } ], "arcBeats": [ { "to": 17, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 16, "name": "Product", "beatId": "da867b23-16ea-491a-bf26-78b47aebbe0e", "matchId": "d80a21f2-b861-48dd-9ab6-d9db36498b3d", "beatType": { "name": "Product", "slug": "sequoia-pitch-product", "status": "active", "canonId": "019dd9b8-2259-77df-a937-8b665c8066fe", "version": 1, "description": null }, "evidence": "Previous investments and firms they've worked with", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 17, "type": "evidence", "title": "The slide uses a background image of an urban landscape, likely New York City, to provide context.", "function": "show_traction", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "balanced", "densityScore": 29, "componentCount": 2, "textChars": 480, "nDataPoints": 0, "notes": "The slide uses a background image of an urban landscape, likely New York City, to provide context.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:13:13.966+00", "seconds": 2.673, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-43f1-7446-ac22-4c383114553c/17", "deck": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c", "deckAnchor": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c#slide-17", "deckJson": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.475, "x": 0.045, "y": 0.25 }, "kind": "list", "text": "BETAWORKS - Sweat\nCHARTBEAT - Sweat\nELECTRIC OBJECTS - Investment + Advisory\nHYPERPUBLIC (ACQUIRED GROUPON) - Advisory\nESTIMOTE - Investment + Syndicate\nNAMO MEDIA (ACQUIRED BY TWITTER) - Investment\nCHAIN - Investment\nURX - Investment\nMEMOIR - Investment + Syndicate\nSOCRATIC - Investment\nNILAS - Investment\nFRONTBACK - Investment\nGRAND ST (ACQUIRED BY ETSY) - Investment\nLAYERVAULT - Investment\nSEEME - Investment\nWAYFINDER - Investment\nMAKR - Investment", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "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 19:13:13.966+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6febdb88-672e-4985-ae32-79cdcfe8ccd6", "parentComponentId": null }, { "bbox": { "h": 0.085, "w": 0.835, "x": 0.045, "y": 0.115 }, "kind": "title", "text": "SOME PREVIOUS INVESTMENTS", "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 19:13:13.966+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ed39c4fd-a3da-472b-844f-d6d32c6648fd", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 17, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 16, "name": "Product", "beatId": "da867b23-16ea-491a-bf26-78b47aebbe0e", "matchId": "d80a21f2-b861-48dd-9ab6-d9db36498b3d", "beatType": { "name": "Product", "slug": "sequoia-pitch-product", "status": "active", "canonId": "019dd9b8-2259-77df-a937-8b665c8066fe", "version": 1, "description": null }, "evidence": "Previous investments and firms they've worked with", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 18, "type": "appendix", "function": "appendix", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "balanced", "densityScore": 35, "componentCount": 2, "textChars": 647, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:13:15.049+00", "seconds": 2.721, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-43f1-7446-ac22-4c383114553c/18", "deck": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c", "deckAnchor": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c#slide-18", "deckJson": "/decks/019f6b8f-43f1-7446-ac22-4c383114553c.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.55, "x": 0.04, "y": 0.24 }, "kind": "list", "text": "Shana Fisher - Founder, High Line Venture Partners / Partner, Andreessen Horowitz\nAndy Weissman - Partner, Union Square Ventures\nNaval Ravikant - Founder, AngelList\nChris Paik - Partner, Thrive Capital\nTony Haile - CEO, Chartbeat\nDavid Brinker - Head of Corp. Dev, News Corp\nTerrence Rohan - Head of Seed Investments, Index Ventures\nJohn Borthwick - Founder / CEO, betaworks\nGeraldine Laybourne - Founder, Nickelodeon\nChris Howard - Partner / Founder - Fuel Capital\nJake Levine - CEO, Electric Objects\nAmanda Peyton - CEO, Grand St\nGabor Cselle - CEO, Namo Media\nKevin Carter - Partner, SV Angel\nSteve Cheney - Co-Founder / SVP, Estimote", "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 19:13:15.049+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "757b2a52-231d-47bd-94f8-c53c115616a7", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.35, "x": 0.04, "y": 0.11 }, "kind": "title", "text": "REFERENCES", "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 19:13:15.049+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "12c9fcc3-b614-46b8-a591-50889576fc3b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 4, "to": 4, "label": "Problem", "description": "Introduction to the investment thesis" }, { "from": 13, "to": 13, "label": "Solution", "description": "Fund structure as the solution" }, { "from": 14, "to": 15, "label": "Market Size", "description": "Strategy and space to build" }, { "from": 16, "to": 17, "label": "Product", "description": "Previous investments and firms they've worked with" }, { "from": 3, "to": 3, "label": "Team", "description": "Team bio" }, { "from": 1, "to": 2, "label": "The Ask", "description": "Cover and mission slides" } ], "loops": [ { "from": 9, "to": 10, "label": "Why Now", "description": "Explain why now is the right time for this investment strategy" }, { "from": 11, "to": 12, "label": "Quick Win Big Bet", "description": "Highlight the potential for quick wins and big bets" } ] }