{ "kind": "all", "value": "all", "collectionKey": "slides:all:all:all-document-kinds:all-producers:all-orientations", "filters": { "documentKinds": [], "sourceTypes": [], "orientations": [] }, "total": 319975, "page": 1069, "pageSize": 60, "pageCount": 5333, "rows": [ { "docId": "019dd923-5efe-75c0-8dff-59b41abd0040", "docSlug": "867d6c3dd5fc3b9f", "documentTitle": "2024 02 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 24, "slideType": "appendix_data", "function": "summarize", "notes": "The table provides a granular view of revenue streams for BILL, Invoice2go, and Spend & Expense solutions.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-59b41abd0040/24", "deckHref": "/decks/019dd923-5efe-75c0-8dff-59b41abd0040", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-59b41abd0040#slide-24", "loopMatches": [], "arcBeatMatches": [ { "to": 30, "from": 22, "beatId": "019dd95a-07a7-7579-bd66-601a332de07c", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "Appendix with supplemental info and GAAP reconciliations supporting headline metrics", "position": 5, "confidence": 78, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-59b41abd0040", "docSlug": "867d6c3dd5fc3b9f", "documentTitle": "2024 02 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 25, "slideType": "appendix_data", "function": "summarize", "notes": "The table provides granular customer counts, including a sub-segmentation of BILL standalone customers by financial institution status.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-59b41abd0040/25", "deckHref": "/decks/019dd923-5efe-75c0-8dff-59b41abd0040", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-59b41abd0040#slide-25", "loopMatches": [], "arcBeatMatches": [ { "to": 30, "from": 22, "beatId": "019dd95a-07a7-7579-bd66-601a332de07c", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "Appendix with supplemental info and GAAP reconciliations supporting headline metrics", "position": 5, "confidence": 78, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-59b41abd0040", "docSlug": "867d6c3dd5fc3b9f", "documentTitle": "2024 02 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 26, "slideType": "appendix_data", "function": "summarize", "notes": "The table provides a granular view of BILL Standalone TPV, including a split between Financial Institutions customers and others.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-59b41abd0040/26", "deckHref": "/decks/019dd923-5efe-75c0-8dff-59b41abd0040", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-59b41abd0040#slide-26", "loopMatches": [], "arcBeatMatches": [ { "to": 30, "from": 22, "beatId": "019dd95a-07a7-7579-bd66-601a332de07c", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "Appendix with supplemental info and GAAP reconciliations supporting headline metrics", "position": 5, "confidence": 78, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-59b41abd0040", "docSlug": "867d6c3dd5fc3b9f", "documentTitle": "2024 02 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 27, "slideType": "appendix_data", "function": "analyze_data", "notes": "The table includes a sub-segmentation of BILL Standalone Transactions by customer type (Financial Institutions vs. others).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-59b41abd0040/27", "deckHref": "/decks/019dd923-5efe-75c0-8dff-59b41abd0040", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-59b41abd0040#slide-27", "loopMatches": [], "arcBeatMatches": [ { "to": 30, "from": 22, "beatId": "019dd95a-07a7-7579-bd66-601a332de07c", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "Appendix with supplemental info and GAAP reconciliations supporting headline metrics", "position": 5, "confidence": 78, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-59b41abd0040", "docSlug": "867d6c3dd5fc3b9f", "documentTitle": "2024 02 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 28, "slideType": "appendix_disclosure", "function": "summarize", "notes": "The table reconciles GAAP Gross Profit and Margin to Non-GAAP figures by adding back stock-based compensation and depreciation/amortization of intangible assets.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-59b41abd0040/28", "deckHref": "/decks/019dd923-5efe-75c0-8dff-59b41abd0040", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-59b41abd0040#slide-28", "loopMatches": [], "arcBeatMatches": [ { "to": 30, "from": 22, "beatId": "019dd95a-07a7-7579-bd66-601a332de07c", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "Appendix with supplemental info and GAAP reconciliations supporting headline metrics", "position": 5, "confidence": 78, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-59b41abd0040", "docSlug": "867d6c3dd5fc3b9f", "documentTitle": "2024 02 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 29, "slideType": "appendix_data", "function": "analyze_data", "notes": "The table shows adjustments for Sales & Marketing, R&D, and G&A expenses from Q1'23 to Q2'24.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-59b41abd0040/29", "deckHref": "/decks/019dd923-5efe-75c0-8dff-59b41abd0040", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-59b41abd0040#slide-29", "loopMatches": [], "arcBeatMatches": [ { "to": 30, "from": 22, "beatId": "019dd95a-07a7-7579-bd66-601a332de07c", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "Appendix with supplemental info and GAAP reconciliations supporting headline metrics", "position": 5, "confidence": 78, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-59b41abd0040", "docSlug": "867d6c3dd5fc3b9f", "documentTitle": "2024 02 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 30, "slideType": "appendix_disclosure", "function": "analyze_data", "notes": "The slide presents two distinct reconciliation blocks: one for Operating Income and one for Net Income.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-59b41abd0040/30", "deckHref": "/decks/019dd923-5efe-75c0-8dff-59b41abd0040", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-59b41abd0040#slide-30", "loopMatches": [], "arcBeatMatches": [ { "to": 30, "from": 22, "beatId": "019dd95a-07a7-7579-bd66-601a332de07c", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "Appendix with supplemental info and GAAP reconciliations supporting headline metrics", "position": 5, "confidence": 78, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-5e82239f0084", "docSlug": "d1ef8ba7351b7ccb", "documentTitle": "2024 05 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 1, "slideType": "cover", "function": "front_matter", "notes": null, "imagePath": "https://imgproxy.kitesheet.com/FqQx21H05BsbZ3DUfDKcKKukqJAFcIppsaLl9g4zHaU/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9kMWVmOGJhNzM1MWI3Y2NiL3AwMDEuanBn", "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-5e82239f0084/1", "deckHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084#slide-1", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": "https://imgproxy.kitesheet.com/HU4NuSnPepd5qP__ANsokWz0f946PCxkrWVzFIMTNUY/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9kMWVmOGJhNzM1MWI3Y2NiL3AwMDEucG5n", "thumbSrc": "https://imgproxy.kitesheet.com/IgTvm0U5xeN8lxW5QTNgmwybc1fUL5BFRDC08GPmDbE/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9kMWVmOGJhNzM1MWI3Y2NiL3AwMDEuanBn", "thumbSrcAlt": "https://imgproxy.kitesheet.com/4G6iBDM_jn06WtODyMg7m2s0y3KUXub3-7GwpXDNmg0/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9kMWVmOGJhNzM1MWI3Y2NiL3AwMDEucG5n" }, { "docId": "019dd923-5efe-75c0-8dff-5e82239f0084", "docSlug": "d1ef8ba7351b7ccb", "documentTitle": "2024 05 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 2, "slideType": "appendix_disclosure", "function": "front_matter", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-5e82239f0084/2", "deckHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084#slide-2", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-5e82239f0084", "docSlug": "d1ef8ba7351b7ccb", "documentTitle": "2024 05 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 3, "slideType": "key_messages", "function": "summarize", "notes": "The slide uses a 2x2 grid layout with alternating text and imagery.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-5e82239f0084/3", "deckHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084#slide-3", "loopMatches": [ { "to": 5, "from": 3, "name": "Golden Circle", "slug": "11-golden-circle", "bestFor": "Visionary leadership, brand positioning, mission statements", "matchId": "019dd95a-08f8-7619-ac2f-66f92af124e5", "evidence": "Why=Champions of SMBs, How=Essential Platform, What=BILL at a glance metrics", "position": 1, "objective": "Establish BILL identity (Why / How / What)", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "confidence": 70, "description": "Invert the typical pitch by starting with why you exist, rather than what you do" } ], "arcBeatMatches": [ { "to": 5, "from": 3, "beatId": "019dd95a-07a7-7579-bd66-833d3d932d7f", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Situation & Context", "beatSlug": "consultants-gambit-situation-context", "evidence": "Champions of SMBs / Essential Platform / BILL at a glance set context", "position": 1, "confidence": 78, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-5e82239f0084", "docSlug": "d1ef8ba7351b7ccb", "documentTitle": "2024 05 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 4, "slideType": "other", "function": "present_solution", "notes": "The diagram is a hub-and-spoke model showing the central platform surrounded by four key functional areas.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-5e82239f0084/4", "deckHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084#slide-4", "loopMatches": [ { "to": 5, "from": 3, "name": "Golden Circle", "slug": "11-golden-circle", "bestFor": "Visionary leadership, brand positioning, mission statements", "matchId": "019dd95a-08f8-7619-ac2f-66f92af124e5", "evidence": "Why=Champions of SMBs, How=Essential Platform, What=BILL at a glance metrics", "position": 1, "objective": "Establish BILL identity (Why / How / What)", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "confidence": 70, "description": "Invert the typical pitch by starting with why you exist, rather than what you do" } ], "arcBeatMatches": [ { "to": 5, "from": 3, "beatId": "019dd95a-07a7-7579-bd66-833d3d932d7f", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Situation & Context", "beatSlug": "consultants-gambit-situation-context", "evidence": "Champions of SMBs / Essential Platform / BILL at a glance set context", "position": 1, "confidence": 78, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-5e82239f0084", "docSlug": "d1ef8ba7351b7ccb", "documentTitle": "2024 05 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 5, "slideType": "kpi_dashboard", "function": "summarize", "notes": "Includes footnotes detailing definitions and reporting periods for the metrics.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-5e82239f0084/5", "deckHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084#slide-5", "loopMatches": [ { "to": 5, "from": 3, "name": "Golden Circle", "slug": "11-golden-circle", "bestFor": "Visionary leadership, brand positioning, mission statements", "matchId": "019dd95a-08f8-7619-ac2f-66f92af124e5", "evidence": "Why=Champions of SMBs, How=Essential Platform, What=BILL at a glance metrics", "position": 1, "objective": "Establish BILL identity (Why / How / What)", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "confidence": 70, "description": "Invert the typical pitch by starting with why you exist, rather than what you do" } ], "arcBeatMatches": [ { "to": 5, "from": 3, "beatId": "019dd95a-07a7-7579-bd66-833d3d932d7f", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Situation & Context", "beatSlug": "consultants-gambit-situation-context", "evidence": "Champions of SMBs / Essential Platform / BILL at a glance set context", "position": 1, "confidence": 78, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-5e82239f0084", "docSlug": "d1ef8ba7351b7ccb", "documentTitle": "2024 05 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 6, "slideType": "pain_points", "function": "frame_problem", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-5e82239f0084/6", "deckHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084#slide-6", "loopMatches": [ { "to": 7, "from": 6, "name": "Tale Two Worlds", "slug": "04-tale-two-worlds", "bestFor": "Competitive analysis, benchmarking, case for change", "matchId": "019dd95a-08f8-7619-ac2f-69f1d50d959f", "evidence": "Pain (back-office friction) -> opportunity ($75B US / $125T global)", "position": 2, "objective": "Move from SMB pain to scale of opportunity", "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication", "confidence": 75, "description": "Show the gap between two states to drive urgency or highlight opportunity" } ], "arcBeatMatches": [ { "to": 6, "from": 6, "beatId": "019dd95a-07a7-7579-bd66-84e8b7153472", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "All SMBs have a need for back-office efficiency: 3 pain dimensions", "position": 2, "confidence": 78, "parentBeatName": "Complication", "parentBeatSlug": "complication" }, { "to": 6, "from": 6, "beatId": "019dd95a-07a7-7579-bd66-95596ab9647a", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Problem", "beatSlug": "sequoia-pitch-problem", "evidence": "Disparate systems, lack of visibility, siloed workflows", "position": 1, "confidence": 62, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-5e82239f0084", "docSlug": "d1ef8ba7351b7ccb", "documentTitle": "2024 05 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 7, "slideType": "market_sizing", "function": "size_opportunity", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-5e82239f0084/7", "deckHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084#slide-7", "loopMatches": [ { "to": 7, "from": 6, "name": "Tale Two Worlds", "slug": "04-tale-two-worlds", "bestFor": "Competitive analysis, benchmarking, case for change", "matchId": "019dd95a-08f8-7619-ac2f-69f1d50d959f", "evidence": "Pain (back-office friction) -> opportunity ($75B US / $125T global)", "position": 2, "objective": "Move from SMB pain to scale of opportunity", "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication", "confidence": 75, "description": "Show the gap between two states to drive urgency or highlight opportunity" } ], "arcBeatMatches": [ { "to": 15, "from": 7, "beatId": "019dd95a-07a7-7579-bd66-8ac2a905e30b", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "Opportunity sizing, platform diagram, why we win, network effects, growth drivers", "position": 3, "confidence": 78, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 7, "from": 7, "beatId": "019dd95a-07a7-7579-bd66-9c40eb939317", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Market Size", "beatSlug": "sequoia-pitch-why-now", "evidence": "$125T global B2B payment volume / $344B SW spend", "position": 3, "confidence": 62, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-5e82239f0084", "docSlug": "d1ef8ba7351b7ccb", "documentTitle": "2024 05 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 8, "slideType": "other", "function": "present_framework", "notes": "The diagram shows a central 'bill NETWORK' hub with a circular process flow involving eight steps: Engage, Invoice, Get paid, Reconcile, Receive, Approve, Pay, Reconcile.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-5e82239f0084/8", "deckHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084#slide-8", "loopMatches": [ { "to": 10, "from": 8, "name": "Zoom In", "slug": "06-zoom-in", "bestFor": "Technical deep-dives, case studies, detailed analysis", "matchId": "019dd95a-08f8-7619-ac2f-6d76fc5c1804", "evidence": "Workflow diagram -> integrated platform -> 'we empower SMBs with' outcomes", "position": 3, "objective": "Present the platform solution and what it delivers", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "confidence": 72, "description": "Start broad, then progressively focus on specific details that prove your point" } ], "arcBeatMatches": [ { "to": 15, "from": 7, "beatId": "019dd95a-07a7-7579-bd66-8ac2a905e30b", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "Opportunity sizing, platform diagram, why we win, network effects, growth drivers", "position": 3, "confidence": 78, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 8, "from": 8, "beatId": "019dd95a-07a7-7579-bd66-9baec75d7d48", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Solution", "beatSlug": "sequoia-pitch-solution", "evidence": "We digitally transform back-office operations with intelligent workflow", "position": 2, "confidence": 62, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-5e82239f0084", "docSlug": "d1ef8ba7351b7ccb", "documentTitle": "2024 05 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 9, "slideType": "other", "function": "present_solution", "notes": "The slide serves as a product showcase for the Bill.com ecosystem.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-5e82239f0084/9", "deckHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084#slide-9", "loopMatches": [ { "to": 10, "from": 8, "name": "Zoom In", "slug": "06-zoom-in", "bestFor": "Technical deep-dives, case studies, detailed analysis", "matchId": "019dd95a-08f8-7619-ac2f-6d76fc5c1804", "evidence": "Workflow diagram -> integrated platform -> 'we empower SMBs with' outcomes", "position": 3, "objective": "Present the platform solution and what it delivers", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "confidence": 72, "description": "Start broad, then progressively focus on specific details that prove your point" } ], "arcBeatMatches": [ { "to": 15, "from": 7, "beatId": "019dd95a-07a7-7579-bd66-8ac2a905e30b", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "Opportunity sizing, platform diagram, why we win, network effects, growth drivers", "position": 3, "confidence": 78, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 10, "from": 9, "beatId": "019dd95a-07a7-7579-bd66-a7afcd8b5759", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Product", "beatSlug": "sequoia-pitch-competition", "evidence": "Integrated Financial Operations Platform; we empower SMBs with...", "position": 5, "confidence": 62, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-5e82239f0084", "docSlug": "d1ef8ba7351b7ccb", "documentTitle": "2024 05 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 10, "slideType": "key_messages", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-5e82239f0084/10", "deckHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084#slide-10", "loopMatches": [ { "to": 10, "from": 8, "name": "Zoom In", "slug": "06-zoom-in", "bestFor": "Technical deep-dives, case studies, detailed analysis", "matchId": "019dd95a-08f8-7619-ac2f-6d76fc5c1804", "evidence": "Workflow diagram -> integrated platform -> 'we empower SMBs with' outcomes", "position": 3, "objective": "Present the platform solution and what it delivers", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "confidence": 72, "description": "Start broad, then progressively focus on specific details that prove your point" } ], "arcBeatMatches": [ { "to": 15, "from": 7, "beatId": "019dd95a-07a7-7579-bd66-8ac2a905e30b", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "Opportunity sizing, platform diagram, why we win, network effects, growth drivers", "position": 3, "confidence": 78, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 10, "from": 9, "beatId": "019dd95a-07a7-7579-bd66-a7afcd8b5759", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Product", "beatSlug": "sequoia-pitch-competition", "evidence": "Integrated Financial Operations Platform; we empower SMBs with...", "position": 5, "confidence": 62, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-5e82239f0084", "docSlug": "d1ef8ba7351b7ccb", "documentTitle": "2024 05 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 11, "slideType": "client_example", "function": "illustrate_case", "notes": "The slide uses logos to establish credibility and social proof.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-5e82239f0084/11", "deckHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084#slide-11", "loopMatches": [ { "to": 15, "from": 11, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2f-71e77642d6ab", "evidence": "Partners, segments, why-we-win, network effects, growth drivers as parallel proof points", "position": 4, "objective": "Stack evidence of competitive moat", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 80, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 15, "from": 7, "beatId": "019dd95a-07a7-7579-bd66-8ac2a905e30b", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "Opportunity sizing, platform diagram, why we win, network effects, growth drivers", "position": 3, "confidence": 78, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-5e82239f0084", "docSlug": "d1ef8ba7351b7ccb", "documentTitle": "2024 05 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 12, "slideType": "segmentation", "function": "decompose_segments", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-5e82239f0084/12", "deckHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084#slide-12", "loopMatches": [ { "to": 15, "from": 11, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2f-71e77642d6ab", "evidence": "Partners, segments, why-we-win, network effects, growth drivers as parallel proof points", "position": 4, "objective": "Stack evidence of competitive moat", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 80, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 15, "from": 7, "beatId": "019dd95a-07a7-7579-bd66-8ac2a905e30b", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "Opportunity sizing, platform diagram, why we win, network effects, growth drivers", "position": 3, "confidence": 78, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-5e82239f0084", "docSlug": "d1ef8ba7351b7ccb", "documentTitle": "2024 05 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 13, "slideType": "key_takeaways", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-5e82239f0084/13", "deckHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084#slide-13", "loopMatches": [ { "to": 15, "from": 11, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2f-71e77642d6ab", "evidence": "Partners, segments, why-we-win, network effects, growth drivers as parallel proof points", "position": 4, "objective": "Stack evidence of competitive moat", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 80, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 15, "from": 7, "beatId": "019dd95a-07a7-7579-bd66-8ac2a905e30b", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "Opportunity sizing, platform diagram, why we win, network effects, growth drivers", "position": 3, "confidence": 78, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 13, "from": 13, "beatId": "019dd95a-07a7-7579-bd66-a0c6557a09d1", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Competition", "beatSlug": "sequoia-pitch-market-size", "evidence": "Why we win: Platform / Ecosystem / Scale differentiation", "position": 4, "confidence": 62, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-5e82239f0084", "docSlug": "d1ef8ba7351b7ccb", "documentTitle": "2024 05 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 14, "slideType": "other", "function": "present_framework", "notes": "The slide uses a circular flywheel model to show the reinforcing nature of network effects.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-5e82239f0084/14", "deckHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084#slide-14", "loopMatches": [ { "to": 15, "from": 11, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2f-71e77642d6ab", "evidence": "Partners, segments, why-we-win, network effects, growth drivers as parallel proof points", "position": 4, "objective": "Stack evidence of competitive moat", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 80, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 15, "from": 7, "beatId": "019dd95a-07a7-7579-bd66-8ac2a905e30b", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "Opportunity sizing, platform diagram, why we win, network effects, growth drivers", "position": 3, "confidence": 78, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-5e82239f0084", "docSlug": "d1ef8ba7351b7ccb", "documentTitle": "2024 05 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 15, "slideType": "initiative_list", "function": "present_solution", "notes": "The slide uses a growth curve metaphor to illustrate five distinct strategic initiatives.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-5e82239f0084/15", "deckHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084#slide-15", "loopMatches": [ { "to": 15, "from": 11, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2f-71e77642d6ab", "evidence": "Partners, segments, why-we-win, network effects, growth drivers as parallel proof points", "position": 4, "objective": "Stack evidence of competitive moat", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 80, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 15, "from": 7, "beatId": "019dd95a-07a7-7579-bd66-8ac2a905e30b", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "Opportunity sizing, platform diagram, why we win, network effects, growth drivers", "position": 3, "confidence": 78, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-5e82239f0084", "docSlug": "d1ef8ba7351b7ccb", "documentTitle": "2024 05 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 16, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-5e82239f0084/16", "deckHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084#slide-16", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-5e82239f0084", "docSlug": "d1ef8ba7351b7ccb", "documentTitle": "2024 05 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 17, "slideType": "kpi_dashboard", "function": "summarize", "notes": "The slide uses a 2x3 grid layout to present six core financial KPIs.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-5e82239f0084/17", "deckHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084#slide-17", "loopMatches": [ { "to": 21, "from": 17, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2f-75a0109d6322", "evidence": "Profile KPIs, business model, revenue growth, adoption, 67% CAGR all reinforce execution", "position": 5, "objective": "Stack financial proof points", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 82, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 20, "from": 17, "beatId": "019dd95a-07a7-7579-bd66-8e957572a339", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "Financial profile, business model, revenue growth, adoption KPIs", "position": 4, "confidence": 78, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" }, { "to": 21, "from": 17, "beatId": "019dd95a-07a7-7579-bd66-ae267fedd873", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Financials", "beatSlug": "sequoia-pitch-business-model", "evidence": "$1,242M TTM, 65% rev growth, 67% CAGR consistent execution", "position": 7, "confidence": 62, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-5e82239f0084", "docSlug": "d1ef8ba7351b7ccb", "documentTitle": "2024 05 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 18, "slideType": "cost_structure", "function": "present_solution", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-5e82239f0084/18", "deckHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084#slide-18", "loopMatches": [ { "to": 21, "from": 17, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2f-75a0109d6322", "evidence": "Profile KPIs, business model, revenue growth, adoption, 67% CAGR all reinforce execution", "position": 5, "objective": "Stack financial proof points", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 82, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 20, "from": 17, "beatId": "019dd95a-07a7-7579-bd66-8e957572a339", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "Financial profile, business model, revenue growth, adoption KPIs", "position": 4, "confidence": 78, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" }, { "to": 18, "from": 18, "beatId": "019dd95a-07a7-7579-bd66-a942ed25c5b6", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Business Model", "beatSlug": "sequoia-pitch-product", "evidence": "Core (subscription + transaction) + Float revenue mix donuts", "position": 6, "confidence": 62, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" }, { "to": 21, "from": 17, "beatId": "019dd95a-07a7-7579-bd66-ae267fedd873", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Financials", "beatSlug": "sequoia-pitch-business-model", "evidence": "$1,242M TTM, 65% rev growth, 67% CAGR consistent execution", "position": 7, "confidence": 62, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-5e82239f0084", "docSlug": "d1ef8ba7351b7ccb", "documentTitle": "2024 05 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 19, "slideType": "kpi_dashboard", "function": "quantify_impact", "notes": "The slide uses growth percentage callouts over bar charts to highlight performance.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-5e82239f0084/19", "deckHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084#slide-19", "loopMatches": [ { "to": 21, "from": 17, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2f-75a0109d6322", "evidence": "Profile KPIs, business model, revenue growth, adoption, 67% CAGR all reinforce execution", "position": 5, "objective": "Stack financial proof points", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 82, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 20, "from": 17, "beatId": "019dd95a-07a7-7579-bd66-8e957572a339", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "Financial profile, business model, revenue growth, adoption KPIs", "position": 4, "confidence": 78, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" }, { "to": 21, "from": 17, "beatId": "019dd95a-07a7-7579-bd66-ae267fedd873", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Financials", "beatSlug": "sequoia-pitch-business-model", "evidence": "$1,242M TTM, 65% rev growth, 67% CAGR consistent execution", "position": 7, "confidence": 62, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-5e82239f0084", "docSlug": "d1ef8ba7351b7ccb", "documentTitle": "2024 05 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 20, "slideType": "kpi_dashboard", "function": "summarize", "notes": "The slide uses three bar charts to compare Q3'23 and Q3'24 performance metrics.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-5e82239f0084/20", "deckHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084#slide-20", "loopMatches": [ { "to": 21, "from": 17, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2f-75a0109d6322", "evidence": "Profile KPIs, business model, revenue growth, adoption, 67% CAGR all reinforce execution", "position": 5, "objective": "Stack financial proof points", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 82, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 20, "from": 17, "beatId": "019dd95a-07a7-7579-bd66-8e957572a339", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "Financial profile, business model, revenue growth, adoption KPIs", "position": 4, "confidence": 78, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" }, { "to": 21, "from": 17, "beatId": "019dd95a-07a7-7579-bd66-ae267fedd873", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Financials", "beatSlug": "sequoia-pitch-business-model", "evidence": "$1,242M TTM, 65% rev growth, 67% CAGR consistent execution", "position": 7, "confidence": 62, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-5e82239f0084", "docSlug": "d1ef8ba7351b7ccb", "documentTitle": "2024 05 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 21, "slideType": "kpi_dashboard", "function": "quantify_impact", "notes": "The chart uses a trend line to emphasize the growth trajectory.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-5e82239f0084/21", "deckHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084#slide-21", "loopMatches": [ { "to": 21, "from": 17, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2f-75a0109d6322", "evidence": "Profile KPIs, business model, revenue growth, adoption, 67% CAGR all reinforce execution", "position": 5, "objective": "Stack financial proof points", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 82, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 21, "from": 21, "beatId": "019dd95a-07a7-7579-bd66-933a737dc599", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "Consistent growth & execution: 67% CAGR; $41 to $323 cumulative impact", "position": 5, "confidence": 78, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" }, { "to": 21, "from": 17, "beatId": "019dd95a-07a7-7579-bd66-ae267fedd873", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Financials", "beatSlug": "sequoia-pitch-business-model", "evidence": "$1,242M TTM, 65% rev growth, 67% CAGR consistent execution", "position": 7, "confidence": 62, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-5e82239f0084", "docSlug": "d1ef8ba7351b7ccb", "documentTitle": "2024 05 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 22, "slideType": "appendix", "function": "appendix", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-5e82239f0084/22", "deckHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084#slide-22", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-5e82239f0084", "docSlug": "d1ef8ba7351b7ccb", "documentTitle": "2024 05 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 23, "slideType": "appendix_data", "function": "summarize", "notes": "The slide provides a detailed breakdown of revenue streams and customer segments in millions of dollars.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-5e82239f0084/23", "deckHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084#slide-23", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-5e82239f0084", "docSlug": "d1ef8ba7351b7ccb", "documentTitle": "2024 05 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 24, "slideType": "appendix_data", "function": "analyze_data", "notes": "The table breaks down revenue into Subscription Fees and Transaction Fees, further segmented by product offerings.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-5e82239f0084/24", "deckHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084#slide-24", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-5e82239f0084", "docSlug": "d1ef8ba7351b7ccb", "documentTitle": "2024 05 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 25, "slideType": "appendix_data", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-5e82239f0084/25", "deckHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084#slide-25", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-5e82239f0084", "docSlug": "d1ef8ba7351b7ccb", "documentTitle": "2024 05 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 26, "slideType": "appendix_data", "function": "analyze_data", "notes": "The table provides a breakdown of BILL Standalone TPV, Spend & Expense TPV, and Invoice2go TPV, with a further sub-segmentation of BILL Standalone TPV by Financial Institutions customers.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-5e82239f0084/26", "deckHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084#slide-26", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-5e82239f0084", "docSlug": "d1ef8ba7351b7ccb", "documentTitle": "2024 05 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 27, "slideType": "appendix_data", "function": "summarize", "notes": "Includes a breakdown of BILL Standalone transactions by Financial Institutions Customers.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-5e82239f0084/27", "deckHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084#slide-27", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-5e82239f0084", "docSlug": "d1ef8ba7351b7ccb", "documentTitle": "2024 05 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 28, "slideType": "appendix_data", "function": "analyze_data", "notes": "The table reconciles GAAP Gross Profit and Margin by adding back stock-based compensation and depreciation/amortization of intangible assets.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-5e82239f0084/28", "deckHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084#slide-28", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-5e82239f0084", "docSlug": "d1ef8ba7351b7ccb", "documentTitle": "2024 05 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 29, "slideType": "appendix_data", "function": "analyze_data", "notes": "Operating Expenses section of a financial reconciliation table.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-5e82239f0084/29", "deckHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084#slide-29", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-5e82239f0084", "docSlug": "d1ef8ba7351b7ccb", "documentTitle": "2024 05 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 30, "slideType": "appendix_data", "function": "analyze_data", "notes": "Includes detailed footnotes explaining specific adjustments for Q3'24, Q2'24, and Q3'23.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-5e82239f0084/30", "deckHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084#slide-30", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-611da8a8686e", "docSlug": "cca89ad847957b54", "documentTitle": "2024 08 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 1, "slideType": "cover", "function": "front_matter", "notes": null, "imagePath": "https://imgproxy.kitesheet.com/kMbyuKKndsQ-NbhZ9JU4xfTRockk0jY9YpQkb3XjMTE/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9jY2E4OWFkODQ3OTU3YjU0L3AwMDEuanBn", "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-611da8a8686e/1", "deckHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e#slide-1", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": "https://imgproxy.kitesheet.com/9qM_2JswDXPr80EJ8HaY0S0fKii0jKOtofy2gbIG1B8/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9jY2E4OWFkODQ3OTU3YjU0L3AwMDEucG5n", "thumbSrc": "https://imgproxy.kitesheet.com/eZzm71vkAWn4uCRFX-3-4wfTyrnLn0Vo8wUWF13Uie8/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9jY2E4OWFkODQ3OTU3YjU0L3AwMDEuanBn", "thumbSrcAlt": "https://imgproxy.kitesheet.com/IKTBicnR1vujdgkM5yswQ_MWmB9PumSL7wJQHcjxKyI/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9jY2E4OWFkODQ3OTU3YjU0L3AwMDEucG5n" }, { "docId": "019dd923-5efe-75c0-8dff-611da8a8686e", "docSlug": "cca89ad847957b54", "documentTitle": "2024 08 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 2, "slideType": "disclaimer", "function": "front_matter", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-611da8a8686e/2", "deckHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e#slide-2", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-611da8a8686e", "docSlug": "cca89ad847957b54", "documentTitle": "2024 08 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 3, "slideType": "executive_summary", "function": "establish_context", "notes": "The slide uses a 2x2 grid layout with alternating text and imagery to present the company's identity and mission.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-611da8a8686e/3", "deckHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e#slide-3", "loopMatches": [ { "to": 5, "from": 3, "name": "Golden Circle", "slug": "11-golden-circle", "bestFor": "Visionary leadership, brand positioning, mission statements", "matchId": "019dd95a-08f8-7619-ac2f-796aeaa49a3f", "evidence": "Why (champions of SMBs) -> How/What (essential platform) -> Proof (BILL at a glance KPIs).", "position": 1, "objective": "Establish identity, platform, and proof at a glance", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "confidence": 70, "description": "Invert the typical pitch by starting with why you exist, rather than what you do" } ], "arcBeatMatches": [ { "to": 5, "from": 3, "beatId": "019dd95a-07a7-7579-bd66-b11abe75a390", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Situation & Context", "beatSlug": "consultants-gambit-situation-context", "evidence": "Who we are + platform overview + 'BILL at a glance' KPIs.", "position": 1, "confidence": 78, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-611da8a8686e", "docSlug": "cca89ad847957b54", "documentTitle": "2024 08 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 4, "slideType": "other", "function": "present_solution", "notes": "The diagram is a hub-and-spoke model representing the platform's core modules.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-611da8a8686e/4", "deckHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e#slide-4", "loopMatches": [ { "to": 5, "from": 3, "name": "Golden Circle", "slug": "11-golden-circle", "bestFor": "Visionary leadership, brand positioning, mission statements", "matchId": "019dd95a-08f8-7619-ac2f-796aeaa49a3f", "evidence": "Why (champions of SMBs) -> How/What (essential platform) -> Proof (BILL at a glance KPIs).", "position": 1, "objective": "Establish identity, platform, and proof at a glance", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "confidence": 70, "description": "Invert the typical pitch by starting with why you exist, rather than what you do" } ], "arcBeatMatches": [ { "to": 5, "from": 3, "beatId": "019dd95a-07a7-7579-bd66-b11abe75a390", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Situation & Context", "beatSlug": "consultants-gambit-situation-context", "evidence": "Who we are + platform overview + 'BILL at a glance' KPIs.", "position": 1, "confidence": 78, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-611da8a8686e", "docSlug": "cca89ad847957b54", "documentTitle": "2024 08 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 5, "slideType": "kpi_dashboard", "function": "summarize", "notes": "Includes revenue growth comparisons for full fiscal years and quarterly periods, alongside key business metrics.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-611da8a8686e/5", "deckHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e#slide-5", "loopMatches": [ { "to": 5, "from": 3, "name": "Golden Circle", "slug": "11-golden-circle", "bestFor": "Visionary leadership, brand positioning, mission statements", "matchId": "019dd95a-08f8-7619-ac2f-796aeaa49a3f", "evidence": "Why (champions of SMBs) -> How/What (essential platform) -> Proof (BILL at a glance KPIs).", "position": 1, "objective": "Establish identity, platform, and proof at a glance", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "confidence": 70, "description": "Invert the typical pitch by starting with why you exist, rather than what you do" } ], "arcBeatMatches": [ { "to": 5, "from": 3, "beatId": "019dd95a-07a7-7579-bd66-b11abe75a390", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Situation & Context", "beatSlug": "consultants-gambit-situation-context", "evidence": "Who we are + platform overview + 'BILL at a glance' KPIs.", "position": 1, "confidence": 78, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-611da8a8686e", "docSlug": "cca89ad847957b54", "documentTitle": "2024 08 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 6, "slideType": "pain_points", "function": "frame_problem", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-611da8a8686e/6", "deckHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e#slide-6", "loopMatches": [ { "to": 7, "from": 6, "name": "Tale Two Worlds", "slug": "04-tale-two-worlds", "bestFor": "Competitive analysis, benchmarking, case for change", "matchId": "019dd95a-08f8-7619-ac2f-7f4ac629a40e", "evidence": "p6 paints the painful current state; p7 quantifies the desired-state TAM gap.", "position": 2, "objective": "Frame current SMB pain against $125T opportunity", "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication", "confidence": 78, "description": "Show the gap between two states to drive urgency or highlight opportunity" } ], "arcBeatMatches": [ { "to": 7, "from": 6, "beatId": "019dd95a-07a7-7579-bd66-b42df3e6e291", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "SMB pain points then $125T global opportunity sizing.", "position": 2, "confidence": 78, "parentBeatName": "Complication", "parentBeatSlug": "complication" }, { "to": 6, "from": 6, "beatId": "019dd95a-07a7-7579-bd66-c6150562e5f5", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Problem", "beatSlug": "sequoia-pitch-problem", "evidence": "Three SMB pain cards.", "position": 1, "confidence": 55, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-611da8a8686e", "docSlug": "cca89ad847957b54", "documentTitle": "2024 08 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 7, "slideType": "market_sizing", "function": "size_opportunity", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-611da8a8686e/7", "deckHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e#slide-7", "loopMatches": [ { "to": 7, "from": 6, "name": "Tale Two Worlds", "slug": "04-tale-two-worlds", "bestFor": "Competitive analysis, benchmarking, case for change", "matchId": "019dd95a-08f8-7619-ac2f-7f4ac629a40e", "evidence": "p6 paints the painful current state; p7 quantifies the desired-state TAM gap.", "position": 2, "objective": "Frame current SMB pain against $125T opportunity", "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication", "confidence": 78, "description": "Show the gap between two states to drive urgency or highlight opportunity" } ], "arcBeatMatches": [ { "to": 7, "from": 6, "beatId": "019dd95a-07a7-7579-bd66-b42df3e6e291", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "SMB pain points then $125T global opportunity sizing.", "position": 2, "confidence": 78, "parentBeatName": "Complication", "parentBeatSlug": "complication" }, { "to": 7, "from": 7, "beatId": "019dd95a-07a7-7579-bd66-d04e22438a19", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Market Size", "beatSlug": "sequoia-pitch-market-size", "evidence": "$125T global SMB opportunity table.", "position": 4, "confidence": 55, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-611da8a8686e", "docSlug": "cca89ad847957b54", "documentTitle": "2024 08 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 8, "slideType": "other", "function": "present_solution", "notes": "The diagram uses a hub-and-spoke style circular flow to represent the Bill Network.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-611da8a8686e/8", "deckHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e#slide-8", "loopMatches": [ { "to": 10, "from": 8, "name": "Before After", "slug": "21-before-after", "bestFor": "Product demos, process improvements, ROI justification", "matchId": "019dd95a-08f8-7619-ac2f-824359c5af2b", "evidence": "Digitally transform -> integrated platform -> 'less paper, more control' delta.", "position": 3, "objective": "Show paper-bound back-office transformed by BILL", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "confidence": 72, "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison" } ], "arcBeatMatches": [ { "to": 10, "from": 8, "beatId": "019dd95a-07a7-7579-bd66-b817c1f55c27", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "Workflow diagram, integrated platform, 'we empower SMBs with...'.", "position": 3, "confidence": 78, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 10, "from": 8, "beatId": "019dd95a-07a7-7579-bd66-cb0e6f5701f3", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Solution", "beatSlug": "sequoia-pitch-solution", "evidence": "Digital workflow + integrated platform + benefits.", "position": 2, "confidence": 55, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-611da8a8686e", "docSlug": "cca89ad847957b54", "documentTitle": "2024 08 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 9, "slideType": "other", "function": "present_solution", "notes": "The slide serves as a product showcase for the Bill.com ecosystem.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-611da8a8686e/9", "deckHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e#slide-9", "loopMatches": [ { "to": 10, "from": 8, "name": "Before After", "slug": "21-before-after", "bestFor": "Product demos, process improvements, ROI justification", "matchId": "019dd95a-08f8-7619-ac2f-824359c5af2b", "evidence": "Digitally transform -> integrated platform -> 'less paper, more control' delta.", "position": 3, "objective": "Show paper-bound back-office transformed by BILL", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "confidence": 72, "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison" } ], "arcBeatMatches": [ { "to": 10, "from": 8, "beatId": "019dd95a-07a7-7579-bd66-b817c1f55c27", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "Workflow diagram, integrated platform, 'we empower SMBs with...'.", "position": 3, "confidence": 78, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 10, "from": 8, "beatId": "019dd95a-07a7-7579-bd66-cb0e6f5701f3", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Solution", "beatSlug": "sequoia-pitch-solution", "evidence": "Digital workflow + integrated platform + benefits.", "position": 2, "confidence": 55, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 9, "from": 9, "beatId": "019dd95a-07a7-7579-bd66-d8b8f59ee333", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Product", "beatSlug": "sequoia-pitch-product", "evidence": "Integrated Financial Operations Platform.", "position": 6, "confidence": 55, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-611da8a8686e", "docSlug": "cca89ad847957b54", "documentTitle": "2024 08 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 10, "slideType": "key_messages", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-611da8a8686e/10", "deckHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e#slide-10", "loopMatches": [ { "to": 10, "from": 8, "name": "Before After", "slug": "21-before-after", "bestFor": "Product demos, process improvements, ROI justification", "matchId": "019dd95a-08f8-7619-ac2f-824359c5af2b", "evidence": "Digitally transform -> integrated platform -> 'less paper, more control' delta.", "position": 3, "objective": "Show paper-bound back-office transformed by BILL", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "confidence": 72, "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison" } ], "arcBeatMatches": [ { "to": 10, "from": 8, "beatId": "019dd95a-07a7-7579-bd66-b817c1f55c27", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "Workflow diagram, integrated platform, 'we empower SMBs with...'.", "position": 3, "confidence": 78, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 10, "from": 8, "beatId": "019dd95a-07a7-7579-bd66-cb0e6f5701f3", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Solution", "beatSlug": "sequoia-pitch-solution", "evidence": "Digital workflow + integrated platform + benefits.", "position": 2, "confidence": 55, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-611da8a8686e", "docSlug": "cca89ad847957b54", "documentTitle": "2024 08 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 11, "slideType": "client_example", "function": "illustrate_case", "notes": "The slide uses a split-layout with a light-colored sidebar for the main value proposition and a white background for the partner logos.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-611da8a8686e/11", "deckHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e#slide-11", "loopMatches": [ { "to": 15, "from": 11, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2f-8444f3d5262d", "evidence": "Partners + segments + 3 pillars + network effects + growth drivers all support 'why we win'.", "position": 4, "objective": "Stack proof points to assert competitive durability", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 80, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 15, "from": 11, "beatId": "019dd95a-07a7-7579-bd66-bf1c26f1460c", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "Partners, segments, why-we-win pillars, network effects, growth drivers.", "position": 4, "confidence": 78, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-611da8a8686e", "docSlug": "cca89ad847957b54", "documentTitle": "2024 08 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 12, "slideType": "segmentation", "function": "decompose_segments", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-611da8a8686e/12", "deckHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e#slide-12", "loopMatches": [ { "to": 15, "from": 11, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2f-8444f3d5262d", "evidence": "Partners + segments + 3 pillars + network effects + growth drivers all support 'why we win'.", "position": 4, "objective": "Stack proof points to assert competitive durability", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 80, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 15, "from": 11, "beatId": "019dd95a-07a7-7579-bd66-bf1c26f1460c", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "Partners, segments, why-we-win pillars, network effects, growth drivers.", "position": 4, "confidence": 78, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-611da8a8686e", "docSlug": "cca89ad847957b54", "documentTitle": "2024 08 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 13, "slideType": "key_messages", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-611da8a8686e/13", "deckHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e#slide-13", "loopMatches": [ { "to": 15, "from": 11, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2f-8444f3d5262d", "evidence": "Partners + segments + 3 pillars + network effects + growth drivers all support 'why we win'.", "position": 4, "objective": "Stack proof points to assert competitive durability", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 80, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 15, "from": 11, "beatId": "019dd95a-07a7-7579-bd66-bf1c26f1460c", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "Partners, segments, why-we-win pillars, network effects, growth drivers.", "position": 4, "confidence": 78, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" }, { "to": 13, "from": 13, "beatId": "019dd95a-07a7-7579-bd66-d647076293cf", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Competition", "beatSlug": "sequoia-pitch-competition", "evidence": "'Why we win' Platform/Ecosystem/Scale pillars.", "position": 5, "confidence": 55, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-611da8a8686e", "docSlug": "cca89ad847957b54", "documentTitle": "2024 08 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 14, "slideType": "other", "function": "present_framework", "notes": "The slide uses a circular flow diagram to represent a self-reinforcing network effect.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-611da8a8686e/14", "deckHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e#slide-14", "loopMatches": [ { "to": 15, "from": 11, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2f-8444f3d5262d", "evidence": "Partners + segments + 3 pillars + network effects + growth drivers all support 'why we win'.", "position": 4, "objective": "Stack proof points to assert competitive durability", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 80, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 15, "from": 11, "beatId": "019dd95a-07a7-7579-bd66-bf1c26f1460c", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "Partners, segments, why-we-win pillars, network effects, growth drivers.", "position": 4, "confidence": 78, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-611da8a8686e", "docSlug": "cca89ad847957b54", "documentTitle": "2024 08 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 15, "slideType": "initiative_list", "function": "present_solution", "notes": "The slide uses a simple growth curve diagram to illustrate strategic priorities.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-611da8a8686e/15", "deckHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e#slide-15", "loopMatches": [ { "to": 15, "from": 11, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2f-8444f3d5262d", "evidence": "Partners + segments + 3 pillars + network effects + growth drivers all support 'why we win'.", "position": 4, "objective": "Stack proof points to assert competitive durability", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 80, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 15, "from": 11, "beatId": "019dd95a-07a7-7579-bd66-bf1c26f1460c", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "Partners, segments, why-we-win pillars, network effects, growth drivers.", "position": 4, "confidence": 78, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" }, { "to": 15, "from": 15, "beatId": "019dd95a-07a7-7579-bd66-cec8178310e5", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Why Now", "beatSlug": "sequoia-pitch-why-now", "evidence": "Multiple growth drivers curve.", "position": 3, "confidence": 55, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-611da8a8686e", "docSlug": "cca89ad847957b54", "documentTitle": "2024 08 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 16, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-611da8a8686e/16", "deckHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e#slide-16", "loopMatches": [], "arcBeatMatches": [ { "to": 21, "from": 16, "beatId": "019dd95a-07a7-7579-bd66-c1eaa09f2b06", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "Financial Overview divider into revenue, model, growth, 69% CAGR.", "position": 5, "confidence": 78, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-611da8a8686e", "docSlug": "cca89ad847957b54", "documentTitle": "2024 08 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 17, "slideType": "kpi_dashboard", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-611da8a8686e/17", "deckHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e#slide-17", "loopMatches": [ { "to": 21, "from": 17, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2f-8b22168e0aa2", "evidence": "Profile -> model -> revenue -> adoption -> 69% CAGR climax.", "position": 5, "objective": "Stack financial metrics to prove consistent execution", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 78, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 21, "from": 16, "beatId": "019dd95a-07a7-7579-bd66-c1eaa09f2b06", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "Financial Overview divider into revenue, model, growth, 69% CAGR.", "position": 5, "confidence": 78, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" }, { "to": 21, "from": 17, "beatId": "019dd95a-07a7-7579-bd66-e6771ab89895", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Financials", "beatSlug": "sequoia-pitch-financials", "evidence": "Revenue, KPIs, 69% CAGR.", "position": 9, "confidence": 55, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-611da8a8686e", "docSlug": "cca89ad847957b54", "documentTitle": "2024 08 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 18, "slideType": "business_case", "function": "present_solution", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-611da8a8686e/18", "deckHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e#slide-18", "loopMatches": [ { "to": 21, "from": 17, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2f-8b22168e0aa2", "evidence": "Profile -> model -> revenue -> adoption -> 69% CAGR climax.", "position": 5, "objective": "Stack financial metrics to prove consistent execution", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 78, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 21, "from": 16, "beatId": "019dd95a-07a7-7579-bd66-c1eaa09f2b06", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "Financial Overview divider into revenue, model, growth, 69% CAGR.", "position": 5, "confidence": 78, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" }, { "to": 18, "from": 18, "beatId": "019dd95a-07a7-7579-bd66-dd84b676ffa2", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Business Model", "beatSlug": "sequoia-pitch-business-model", "evidence": "Subscription / Transaction / Float revenue split.", "position": 7, "confidence": 55, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" }, { "to": 21, "from": 17, "beatId": "019dd95a-07a7-7579-bd66-e6771ab89895", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Financials", "beatSlug": "sequoia-pitch-financials", "evidence": "Revenue, KPIs, 69% CAGR.", "position": 9, "confidence": 55, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-611da8a8686e", "docSlug": "cca89ad847957b54", "documentTitle": "2024 08 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 19, "slideType": "kpi_dashboard", "function": "quantify_impact", "notes": "The slide uses bar charts with growth percentage callouts to highlight performance.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-611da8a8686e/19", "deckHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e#slide-19", "loopMatches": [ { "to": 21, "from": 17, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2f-8b22168e0aa2", "evidence": "Profile -> model -> revenue -> adoption -> 69% CAGR climax.", "position": 5, "objective": "Stack financial metrics to prove consistent execution", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 78, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 21, "from": 16, "beatId": "019dd95a-07a7-7579-bd66-c1eaa09f2b06", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "Financial Overview divider into revenue, model, growth, 69% CAGR.", "position": 5, "confidence": 78, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" }, { "to": 21, "from": 17, "beatId": "019dd95a-07a7-7579-bd66-e6771ab89895", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Financials", "beatSlug": "sequoia-pitch-financials", "evidence": "Revenue, KPIs, 69% CAGR.", "position": 9, "confidence": 55, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-611da8a8686e", "docSlug": "cca89ad847957b54", "documentTitle": "2024 08 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 20, "slideType": "kpi_dashboard", "function": "quantify_impact", "notes": "Includes detailed footnotes explaining the composition of the metrics.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-611da8a8686e/20", "deckHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e#slide-20", "loopMatches": [ { "to": 21, "from": 17, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2f-8b22168e0aa2", "evidence": "Profile -> model -> revenue -> adoption -> 69% CAGR climax.", "position": 5, "objective": "Stack financial metrics to prove consistent execution", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 78, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 21, "from": 16, "beatId": "019dd95a-07a7-7579-bd66-c1eaa09f2b06", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "Financial Overview divider into revenue, model, growth, 69% CAGR.", "position": 5, "confidence": 78, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" }, { "to": 21, "from": 17, "beatId": "019dd95a-07a7-7579-bd66-e6771ab89895", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Financials", "beatSlug": "sequoia-pitch-financials", "evidence": "Revenue, KPIs, 69% CAGR.", "position": 9, "confidence": 55, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-611da8a8686e", "docSlug": "cca89ad847957b54", "documentTitle": "2024 08 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 21, "slideType": "kpi_dashboard", "function": "quantify_impact", "notes": "The chart uses a trend line to emphasize the consistent growth trajectory.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-611da8a8686e/21", "deckHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e#slide-21", "loopMatches": [ { "to": 21, "from": 17, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "019dd95a-08f8-7619-ac2f-8b22168e0aa2", "evidence": "Profile -> model -> revenue -> adoption -> 69% CAGR climax.", "position": 5, "objective": "Stack financial metrics to prove consistent execution", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 78, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 21, "from": 16, "beatId": "019dd95a-07a7-7579-bd66-c1eaa09f2b06", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "Financial Overview divider into revenue, model, growth, 69% CAGR.", "position": 5, "confidence": 78, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" }, { "to": 21, "from": 17, "beatId": "019dd95a-07a7-7579-bd66-e6771ab89895", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Financials", "beatSlug": "sequoia-pitch-financials", "evidence": "Revenue, KPIs, 69% CAGR.", "position": 9, "confidence": 55, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-611da8a8686e", "docSlug": "cca89ad847957b54", "documentTitle": "2024 08 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 22, "slideType": "appendix", "function": "appendix", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-611da8a8686e/22", "deckHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e#slide-22", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-611da8a8686e", "docSlug": "cca89ad847957b54", "documentTitle": "2024 08 Investor Deck", "authorId": "Bill", "authorName": "BILL", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 23, "slideType": "appendix_data", "function": "analyze_data", "notes": "The table presents revenue in millions, split by subscription/transaction/float fees and by customer type.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5efe-75c0-8dff-611da8a8686e/23", "deckHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-611da8a8686e#slide-23", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true } ] }