{ "kind": "all", "value": "all", "collectionKey": "slides:all:all:all-document-kinds:all-producers:all-orientations", "filters": { "documentKinds": [], "sourceTypes": [], "orientations": [] }, "total": 319975, "page": 2021, "pageSize": 30, "pageCount": 10666, "rows": [ { "docId": "019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "docSlug": "5f0f0535ee1c7800", "documentTitle": "2025 Investor Day", "authorId": "Blue-Owl", "authorName": "Blue Owl", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 36, "slideType": "financial_analysis", "function": "quantify_impact", "notes": "The chart tracks cumulative equity raised, with specific callouts for OCIC and OTIC launches.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/36", "deckHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-36", "loopMatches": [ { "to": 45, "from": 34, "name": "David Goliath", "slug": "16-david-goliath", "bestFor": "Startups, disruptive innovation, competitive displacement", "matchId": "019deac5-4f00-712a-a35d-f50fb66a088f", "evidence": "Outsized share gain vs industry, 'Why We're Winning' callout (p.41), market pyramid (p.42)", "position": 5, "objective": "Position Blue Owl Direct Lending as winning share against banks/peers", "structure": "The Giant's Weakness -> Our Slingshot (Unique Edge) -> The Topple", "confidence": 78, "description": "Frame your initiative as the nimble underdog taking on a slow, bloated incumbent" } ], "arcBeatMatches": [ { "to": 136, "from": 28, "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "confidence": 82, "parentBeatName": null, "parentBeatSlug": null }, { "to": 101, "from": 33, "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": null, "evidence": "Each segment's current platform and track record", "position": 3, "confidence": 55, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "docSlug": "5f0f0535ee1c7800", "documentTitle": "2025 Investor Day", "authorId": "Blue-Owl", "authorName": "Blue Owl", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 37, "slideType": "kpi_dashboard", "function": "summarize", "notes": "The slide uses a grid layout to categorize metrics into three themes: Originations, Portfolio Positioning, and Investor Experience.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/37", "deckHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-37", "loopMatches": [ { "to": 45, "from": 34, "name": "David Goliath", "slug": "16-david-goliath", "bestFor": "Startups, disruptive innovation, competitive displacement", "matchId": "019deac5-4f00-712a-a35d-f50fb66a088f", "evidence": "Outsized share gain vs industry, 'Why We're Winning' callout (p.41), market pyramid (p.42)", "position": 5, "objective": "Position Blue Owl Direct Lending as winning share against banks/peers", "structure": "The Giant's Weakness -> Our Slingshot (Unique Edge) -> The Topple", "confidence": 78, "description": "Frame your initiative as the nimble underdog taking on a slow, bloated incumbent" } ], "arcBeatMatches": [ { "to": 136, "from": 28, "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "confidence": 82, "parentBeatName": null, "parentBeatSlug": null }, { "to": 101, "from": 33, "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": null, "evidence": "Each segment's current platform and track record", "position": 3, "confidence": 55, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "docSlug": "5f0f0535ee1c7800", "documentTitle": "2025 Investor Day", "authorId": "Blue-Owl", "authorName": "Blue Owl", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 38, "slideType": "case_study", "function": "quantify_impact", "notes": "The funnel shows a conversion rate from 9,963 deals sourced to 512 closed.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/38", "deckHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-38", "loopMatches": [ { "to": 45, "from": 34, "name": "David Goliath", "slug": "16-david-goliath", "bestFor": "Startups, disruptive innovation, competitive displacement", "matchId": "019deac5-4f00-712a-a35d-f50fb66a088f", "evidence": "Outsized share gain vs industry, 'Why We're Winning' callout (p.41), market pyramid (p.42)", "position": 5, "objective": "Position Blue Owl Direct Lending as winning share against banks/peers", "structure": "The Giant's Weakness -> Our Slingshot (Unique Edge) -> The Topple", "confidence": 78, "description": "Frame your initiative as the nimble underdog taking on a slow, bloated incumbent" } ], "arcBeatMatches": [ { "to": 136, "from": 28, "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "confidence": 82, "parentBeatName": null, "parentBeatSlug": null }, { "to": 101, "from": 33, "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": null, "evidence": "Each segment's current platform and track record", "position": 3, "confidence": 55, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "docSlug": "5f0f0535ee1c7800", "documentTitle": "2025 Investor Day", "authorId": "Blue-Owl", "authorName": "Blue Owl", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 39, "slideType": "comparison_table", "function": "compare_peers", "notes": "The chart uses a stacked bar format to show the base leveraged loan spread (light blue) and the additional Blue Owl premium (dark blue).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/39", "deckHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-39", "loopMatches": [ { "to": 45, "from": 34, "name": "David Goliath", "slug": "16-david-goliath", "bestFor": "Startups, disruptive innovation, competitive displacement", "matchId": "019deac5-4f00-712a-a35d-f50fb66a088f", "evidence": "Outsized share gain vs industry, 'Why We're Winning' callout (p.41), market pyramid (p.42)", "position": 5, "objective": "Position Blue Owl Direct Lending as winning share against banks/peers", "structure": "The Giant's Weakness -> Our Slingshot (Unique Edge) -> The Topple", "confidence": 78, "description": "Frame your initiative as the nimble underdog taking on a slow, bloated incumbent" } ], "arcBeatMatches": [ { "to": 136, "from": 28, "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "confidence": 82, "parentBeatName": null, "parentBeatSlug": null }, { "to": 101, "from": 33, "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": null, "evidence": "Each segment's current platform and track record", "position": 3, "confidence": 55, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "docSlug": "5f0f0535ee1c7800", "documentTitle": "2025 Investor Day", "authorId": "Blue-Owl", "authorName": "Blue Owl", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 40, "slideType": "kpi_dashboard", "function": "summarize", "notes": "The slide compares two distinct BDC strategies (Diversified vs Technology) using a set of four identical KPIs for each.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/40", "deckHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-40", "loopMatches": [ { "to": 45, "from": 34, "name": "David Goliath", "slug": "16-david-goliath", "bestFor": "Startups, disruptive innovation, competitive displacement", "matchId": "019deac5-4f00-712a-a35d-f50fb66a088f", "evidence": "Outsized share gain vs industry, 'Why We're Winning' callout (p.41), market pyramid (p.42)", "position": 5, "objective": "Position Blue Owl Direct Lending as winning share against banks/peers", "structure": "The Giant's Weakness -> Our Slingshot (Unique Edge) -> The Topple", "confidence": 78, "description": "Frame your initiative as the nimble underdog taking on a slow, bloated incumbent" } ], "arcBeatMatches": [ { "to": 136, "from": 28, "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "confidence": 82, "parentBeatName": null, "parentBeatSlug": null }, { "to": 101, "from": 33, "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": null, "evidence": "Each segment's current platform and track record", "position": 3, "confidence": 55, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "docSlug": "5f0f0535ee1c7800", "documentTitle": "2025 Investor Day", "authorId": "Blue-Owl", "authorName": "Blue Owl", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 41, "slideType": "competitive_analysis", "function": "quantify_impact", "notes": "Dual-axis chart showing industry AUM (bars, left axis) and Blue Owl AUM (line, right axis).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/41", "deckHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-41", "loopMatches": [ { "to": 45, "from": 34, "name": "David Goliath", "slug": "16-david-goliath", "bestFor": "Startups, disruptive innovation, competitive displacement", "matchId": "019deac5-4f00-712a-a35d-f50fb66a088f", "evidence": "Outsized share gain vs industry, 'Why We're Winning' callout (p.41), market pyramid (p.42)", "position": 5, "objective": "Position Blue Owl Direct Lending as winning share against banks/peers", "structure": "The Giant's Weakness -> Our Slingshot (Unique Edge) -> The Topple", "confidence": 78, "description": "Frame your initiative as the nimble underdog taking on a slow, bloated incumbent" } ], "arcBeatMatches": [ { "to": 136, "from": 28, "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "confidence": 82, "parentBeatName": null, "parentBeatSlug": null }, { "to": 101, "from": 33, "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": null, "evidence": "Each segment's current platform and track record", "position": 3, "confidence": 55, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "docSlug": "5f0f0535ee1c7800", "documentTitle": "2025 Investor Day", "authorId": "Blue-Owl", "authorName": "Blue Owl", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 42, "slideType": "market_landscape", "function": "present_framework", "notes": "The slide uses a pyramid to segment the market by lender size and capability, with a sidebar detailing Blue Owl's specific advantages.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/42", "deckHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-42", "loopMatches": [ { "to": 45, "from": 34, "name": "David Goliath", "slug": "16-david-goliath", "bestFor": "Startups, disruptive innovation, competitive displacement", "matchId": "019deac5-4f00-712a-a35d-f50fb66a088f", "evidence": "Outsized share gain vs industry, 'Why We're Winning' callout (p.41), market pyramid (p.42)", "position": 5, "objective": "Position Blue Owl Direct Lending as winning share against banks/peers", "structure": "The Giant's Weakness -> Our Slingshot (Unique Edge) -> The Topple", "confidence": 78, "description": "Frame your initiative as the nimble underdog taking on a slow, bloated incumbent" } ], "arcBeatMatches": [ { "to": 136, "from": 28, "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "confidence": 82, "parentBeatName": null, "parentBeatSlug": null }, { "to": 101, "from": 33, "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": null, "evidence": "Each segment's current platform and track record", "position": 3, "confidence": 55, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "docSlug": "5f0f0535ee1c7800", "documentTitle": "2025 Investor Day", "authorId": "Blue-Owl", "authorName": "Blue Owl", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 43, "slideType": "industry_trends", "function": "establish_context", "notes": "The slide uses a combination of qualitative bullet points and a bar chart to illustrate market growth.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/43", "deckHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-43", "loopMatches": [ { "to": 45, "from": 34, "name": "David Goliath", "slug": "16-david-goliath", "bestFor": "Startups, disruptive innovation, competitive displacement", "matchId": "019deac5-4f00-712a-a35d-f50fb66a088f", "evidence": "Outsized share gain vs industry, 'Why We're Winning' callout (p.41), market pyramid (p.42)", "position": 5, "objective": "Position Blue Owl Direct Lending as winning share against banks/peers", "structure": "The Giant's Weakness -> Our Slingshot (Unique Edge) -> The Topple", "confidence": 78, "description": "Frame your initiative as the nimble underdog taking on a slow, bloated incumbent" } ], "arcBeatMatches": [ { "to": 136, "from": 28, "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "confidence": 82, "parentBeatName": null, "parentBeatSlug": null }, { "to": 101, "from": 33, "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": null, "evidence": "Each segment's current platform and track record", "position": 3, "confidence": 55, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "docSlug": "5f0f0535ee1c7800", "documentTitle": "2025 Investor Day", "authorId": "Blue-Owl", "authorName": "Blue Owl", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 44, "slideType": "market_sizing", "function": "size_opportunity", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/44", "deckHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-44", "loopMatches": [ { "to": 45, "from": 34, "name": "David Goliath", "slug": "16-david-goliath", "bestFor": "Startups, disruptive innovation, competitive displacement", "matchId": "019deac5-4f00-712a-a35d-f50fb66a088f", "evidence": "Outsized share gain vs industry, 'Why We're Winning' callout (p.41), market pyramid (p.42)", "position": 5, "objective": "Position Blue Owl Direct Lending as winning share against banks/peers", "structure": "The Giant's Weakness -> Our Slingshot (Unique Edge) -> The Topple", "confidence": 78, "description": "Frame your initiative as the nimble underdog taking on a slow, bloated incumbent" } ], "arcBeatMatches": [ { "to": 136, "from": 28, "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "confidence": 82, "parentBeatName": null, "parentBeatSlug": null }, { "to": 101, "from": 33, "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": null, "evidence": "Each segment's current platform and track record", "position": 3, "confidence": 55, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "docSlug": "5f0f0535ee1c7800", "documentTitle": "2025 Investor Day", "authorId": "Blue-Owl", "authorName": "Blue Owl", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 45, "slideType": "key_takeaways", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/45", "deckHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-45", "loopMatches": [ { "to": 45, "from": 34, "name": "David Goliath", "slug": "16-david-goliath", "bestFor": "Startups, disruptive innovation, competitive displacement", "matchId": "019deac5-4f00-712a-a35d-f50fb66a088f", "evidence": "Outsized share gain vs industry, 'Why We're Winning' callout (p.41), market pyramid (p.42)", "position": 5, "objective": "Position Blue Owl Direct Lending as winning share against banks/peers", "structure": "The Giant's Weakness -> Our Slingshot (Unique Edge) -> The Topple", "confidence": 78, "description": "Frame your initiative as the nimble underdog taking on a slow, bloated incumbent" } ], "arcBeatMatches": [ { "to": 136, "from": 28, "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "confidence": 82, "parentBeatName": null, "parentBeatSlug": null }, { "to": 101, "from": 33, "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": null, "evidence": "Each segment's current platform and track record", "position": 3, "confidence": 55, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "docSlug": "5f0f0535ee1c7800", "documentTitle": "2025 Investor Day", "authorId": "Blue-Owl", "authorName": "Blue Owl", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 46, "slideType": "transition", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/46", "deckHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-46", "loopMatches": [], "arcBeatMatches": [ { "to": 136, "from": 28, "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "confidence": 82, "parentBeatName": null, "parentBeatSlug": null }, { "to": 101, "from": 33, "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": null, "evidence": "Each segment's current platform and track record", "position": 3, "confidence": 55, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "docSlug": "5f0f0535ee1c7800", "documentTitle": "2025 Investor Day", "authorId": "Blue-Owl", "authorName": "Blue Owl", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 47, "slideType": "cover", "function": "front_matter", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/47", "deckHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-47", "loopMatches": [ { "to": 57, "from": 47, "name": "Iceberg", "slug": "10-iceberg", "bestFor": "Consulting, complex problem solving, organizational change", "matchId": "019deac5-4f25-74ad-8c0d-e2f9e11a818e", "evidence": "Explicit iceberg metaphor (p.48), $11T TAM and 4x penetration headroom (p.52)", "position": 6, "objective": "Reveal Alternative Credit's hidden opportunity beneath the surface", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "confidence": 90, "description": "Reveal that the visible problem is merely a symptom of a deeper root cause" } ], "arcBeatMatches": [ { "to": 136, "from": 28, "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "confidence": 82, "parentBeatName": null, "parentBeatSlug": null }, { "to": 101, "from": 33, "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": null, "evidence": "Each segment's current platform and track record", "position": 3, "confidence": 55, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "docSlug": "5f0f0535ee1c7800", "documentTitle": "2025 Investor Day", "authorId": "Blue-Owl", "authorName": "Blue Owl", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 48, "slideType": "market_landscape", "function": "size_opportunity", "notes": "Uses the iceberg metaphor to represent market potential.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/48", "deckHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-48", "loopMatches": [ { "to": 57, "from": 47, "name": "Iceberg", "slug": "10-iceberg", "bestFor": "Consulting, complex problem solving, organizational change", "matchId": "019deac5-4f25-74ad-8c0d-e2f9e11a818e", "evidence": "Explicit iceberg metaphor (p.48), $11T TAM and 4x penetration headroom (p.52)", "position": 6, "objective": "Reveal Alternative Credit's hidden opportunity beneath the surface", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "confidence": 90, "description": "Reveal that the visible problem is merely a symptom of a deeper root cause" } ], "arcBeatMatches": [ { "to": 136, "from": 28, "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "confidence": 82, "parentBeatName": null, "parentBeatSlug": null }, { "to": 101, "from": 33, "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": null, "evidence": "Each segment's current platform and track record", "position": 3, "confidence": 55, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "docSlug": "5f0f0535ee1c7800", "documentTitle": "2025 Investor Day", "authorId": "Blue-Owl", "authorName": "Blue Owl", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 49, "slideType": "segmentation", "function": "decompose_segments", "notes": "The slide uses a tree-like structure to categorize credit types.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/49", "deckHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-49", "loopMatches": [ { "to": 57, "from": 47, "name": "Iceberg", "slug": "10-iceberg", "bestFor": "Consulting, complex problem solving, organizational change", "matchId": "019deac5-4f25-74ad-8c0d-e2f9e11a818e", "evidence": "Explicit iceberg metaphor (p.48), $11T TAM and 4x penetration headroom (p.52)", "position": 6, "objective": "Reveal Alternative Credit's hidden opportunity beneath the surface", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "confidence": 90, "description": "Reveal that the visible problem is merely a symptom of a deeper root cause" } ], "arcBeatMatches": [ { "to": 136, "from": 28, "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "confidence": 82, "parentBeatName": null, "parentBeatSlug": null }, { "to": 101, "from": 33, "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": null, "evidence": "Each segment's current platform and track record", "position": 3, "confidence": 55, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "docSlug": "5f0f0535ee1c7800", "documentTitle": "2025 Investor Day", "authorId": "Blue-Owl", "authorName": "Blue Owl", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 50, "slideType": "client_example", "function": "illustrate_case", "notes": "The slide uses a 'Main Street' metaphor to categorize different types of asset-based financing.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/50", "deckHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-50", "loopMatches": [ { "to": 57, "from": 47, "name": "Iceberg", "slug": "10-iceberg", "bestFor": "Consulting, complex problem solving, organizational change", "matchId": "019deac5-4f25-74ad-8c0d-e2f9e11a818e", "evidence": "Explicit iceberg metaphor (p.48), $11T TAM and 4x penetration headroom (p.52)", "position": 6, "objective": "Reveal Alternative Credit's hidden opportunity beneath the surface", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "confidence": 90, "description": "Reveal that the visible problem is merely a symptom of a deeper root cause" } ], "arcBeatMatches": [ { "to": 136, "from": 28, "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "confidence": 82, "parentBeatName": null, "parentBeatSlug": null }, { "to": 101, "from": 33, "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": null, "evidence": "Each segment's current platform and track record", "position": 3, "confidence": 55, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "docSlug": "5f0f0535ee1c7800", "documentTitle": "2025 Investor Day", "authorId": "Blue-Owl", "authorName": "Blue Owl", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 51, "slideType": "industry_trends", "function": "establish_context", "notes": "Uses a timeline-based comparison framework to illustrate historical precedent for current market shifts.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/51", "deckHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-51", "loopMatches": [ { "to": 57, "from": 47, "name": "Iceberg", "slug": "10-iceberg", "bestFor": "Consulting, complex problem solving, organizational change", "matchId": "019deac5-4f25-74ad-8c0d-e2f9e11a818e", "evidence": "Explicit iceberg metaphor (p.48), $11T TAM and 4x penetration headroom (p.52)", "position": 6, "objective": "Reveal Alternative Credit's hidden opportunity beneath the surface", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "confidence": 90, "description": "Reveal that the visible problem is merely a symptom of a deeper root cause" } ], "arcBeatMatches": [ { "to": 136, "from": 28, "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "confidence": 82, "parentBeatName": null, "parentBeatSlug": null }, { "to": 101, "from": 33, "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": null, "evidence": "Each segment's current platform and track record", "position": 3, "confidence": 55, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "docSlug": "5f0f0535ee1c7800", "documentTitle": "2025 Investor Day", "authorId": "Blue-Owl", "authorName": "Blue Owl", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 52, "slideType": "market_sizing", "function": "size_opportunity", "notes": "Uses a nested circle diagram to illustrate market penetration gaps.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/52", "deckHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-52", "loopMatches": [ { "to": 57, "from": 47, "name": "Iceberg", "slug": "10-iceberg", "bestFor": "Consulting, complex problem solving, organizational change", "matchId": "019deac5-4f25-74ad-8c0d-e2f9e11a818e", "evidence": "Explicit iceberg metaphor (p.48), $11T TAM and 4x penetration headroom (p.52)", "position": 6, "objective": "Reveal Alternative Credit's hidden opportunity beneath the surface", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "confidence": 90, "description": "Reveal that the visible problem is merely a symptom of a deeper root cause" } ], "arcBeatMatches": [ { "to": 136, "from": 28, "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "confidence": 82, "parentBeatName": null, "parentBeatSlug": null }, { "to": 101, "from": 33, "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": null, "evidence": "Each segment's current platform and track record", "position": 3, "confidence": 55, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "docSlug": "5f0f0535ee1c7800", "documentTitle": "2025 Investor Day", "authorId": "Blue-Owl", "authorName": "Blue Owl", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 53, "slideType": "key_messages", "function": "present_framework", "notes": "The slide uses a Venn diagram to synthesize the 'Why ABF?' value proposition.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/53", "deckHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-53", "loopMatches": [ { "to": 57, "from": 47, "name": "Iceberg", "slug": "10-iceberg", "bestFor": "Consulting, complex problem solving, organizational change", "matchId": "019deac5-4f25-74ad-8c0d-e2f9e11a818e", "evidence": "Explicit iceberg metaphor (p.48), $11T TAM and 4x penetration headroom (p.52)", "position": 6, "objective": "Reveal Alternative Credit's hidden opportunity beneath the surface", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "confidence": 90, "description": "Reveal that the visible problem is merely a symptom of a deeper root cause" } ], "arcBeatMatches": [ { "to": 136, "from": 28, "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "confidence": 82, "parentBeatName": null, "parentBeatSlug": null }, { "to": 101, "from": 33, "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": null, "evidence": "Each segment's current platform and track record", "position": 3, "confidence": 55, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "docSlug": "5f0f0535ee1c7800", "documentTitle": "2025 Investor Day", "authorId": "Blue-Owl", "authorName": "Blue Owl", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 54, "slideType": "comparison_table", "function": "compare_options", "notes": "Uses a visual comparison of self-amortizing vs bullet maturity cash flows.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/54", "deckHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-54", "loopMatches": [ { "to": 57, "from": 47, "name": "Iceberg", "slug": "10-iceberg", "bestFor": "Consulting, complex problem solving, organizational change", "matchId": "019deac5-4f25-74ad-8c0d-e2f9e11a818e", "evidence": "Explicit iceberg metaphor (p.48), $11T TAM and 4x penetration headroom (p.52)", "position": 6, "objective": "Reveal Alternative Credit's hidden opportunity beneath the surface", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "confidence": 90, "description": "Reveal that the visible problem is merely a symptom of a deeper root cause" } ], "arcBeatMatches": [ { "to": 136, "from": 28, "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "confidence": 82, "parentBeatName": null, "parentBeatSlug": null }, { "to": 101, "from": 33, "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": null, "evidence": "Each segment's current platform and track record", "position": 3, "confidence": 55, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "docSlug": "5f0f0535ee1c7800", "documentTitle": "2025 Investor Day", "authorId": "Blue-Owl", "authorName": "Blue Owl", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 55, "slideType": "financial_analysis", "function": "quantify_impact", "notes": "The chart uses a dual-axis approach to show IRR vs Cumulative Losses under different stress scenarios.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/55", "deckHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-55", "loopMatches": [ { "to": 57, "from": 47, "name": "Iceberg", "slug": "10-iceberg", "bestFor": "Consulting, complex problem solving, organizational change", "matchId": "019deac5-4f25-74ad-8c0d-e2f9e11a818e", "evidence": "Explicit iceberg metaphor (p.48), $11T TAM and 4x penetration headroom (p.52)", "position": 6, "objective": "Reveal Alternative Credit's hidden opportunity beneath the surface", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "confidence": 90, "description": "Reveal that the visible problem is merely a symptom of a deeper root cause" } ], "arcBeatMatches": [ { "to": 136, "from": 28, "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "confidence": 82, "parentBeatName": null, "parentBeatSlug": null }, { "to": 101, "from": 33, "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": null, "evidence": "Each segment's current platform and track record", "position": 3, "confidence": 55, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "docSlug": "5f0f0535ee1c7800", "documentTitle": "2025 Investor Day", "authorId": "Blue-Owl", "authorName": "Blue Owl", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 56, "slideType": "market_landscape", "function": "frame_problem", "notes": "The slide contrasts a simple aggregate Excel model with a multi-dimensional data science model (Risk, Purpose, Delinquency).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/56", "deckHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-56", "loopMatches": [ { "to": 57, "from": 47, "name": "Iceberg", "slug": "10-iceberg", "bestFor": "Consulting, complex problem solving, organizational change", "matchId": "019deac5-4f25-74ad-8c0d-e2f9e11a818e", "evidence": "Explicit iceberg metaphor (p.48), $11T TAM and 4x penetration headroom (p.52)", "position": 6, "objective": "Reveal Alternative Credit's hidden opportunity beneath the surface", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "confidence": 90, "description": "Reveal that the visible problem is merely a symptom of a deeper root cause" } ], "arcBeatMatches": [ { "to": 136, "from": 28, "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "confidence": 82, "parentBeatName": null, "parentBeatSlug": null }, { "to": 101, "from": 33, "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": null, "evidence": "Each segment's current platform and track record", "position": 3, "confidence": 55, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "docSlug": "5f0f0535ee1c7800", "documentTitle": "2025 Investor Day", "authorId": "Blue-Owl", "authorName": "Blue Owl", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 57, "slideType": "roadmap", "function": "plan_implementation", "notes": "The slide uses a bar chart to show growth from 2019 to today, with a '?' indicating future growth potential driven by four listed strategic pillars.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/57", "deckHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-57", "loopMatches": [ { "to": 57, "from": 47, "name": "Iceberg", "slug": "10-iceberg", "bestFor": "Consulting, complex problem solving, organizational change", "matchId": "019deac5-4f25-74ad-8c0d-e2f9e11a818e", "evidence": "Explicit iceberg metaphor (p.48), $11T TAM and 4x penetration headroom (p.52)", "position": 6, "objective": "Reveal Alternative Credit's hidden opportunity beneath the surface", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "confidence": 90, "description": "Reveal that the visible problem is merely a symptom of a deeper root cause" } ], "arcBeatMatches": [ { "to": 136, "from": 28, "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "confidence": 82, "parentBeatName": null, "parentBeatSlug": null }, { "to": 101, "from": 33, "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": null, "evidence": "Each segment's current platform and track record", "position": 3, "confidence": 55, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "docSlug": "5f0f0535ee1c7800", "documentTitle": "2025 Investor Day", "authorId": "Blue-Owl", "authorName": "Blue Owl", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 58, "slideType": "transition", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/58", "deckHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-58", "loopMatches": [], "arcBeatMatches": [ { "to": 136, "from": 28, "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "confidence": 82, "parentBeatName": null, "parentBeatSlug": null }, { "to": 101, "from": 33, "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": null, "evidence": "Each segment's current platform and track record", "position": 3, "confidence": 55, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "docSlug": "5f0f0535ee1c7800", "documentTitle": "2025 Investor Day", "authorId": "Blue-Owl", "authorName": "Blue Owl", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 59, "slideType": "key_messages", "function": "present_solution", "notes": "Uses a puzzle piece metaphor to represent the integration of Alternative Credit and IG Credit.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/59", "deckHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-59", "loopMatches": [ { "to": 62, "from": 59, "name": "Before After", "slug": "21-before-after", "bestFor": "Product demos, process improvements, ROI justification", "matchId": "019deac5-4f4b-714f-b525-635b59f13412", "evidence": "Comparison of 2022 vs today bite size and product breadth (p.60)", "position": 7, "objective": "Show expanded credit funnel and broader value to clients", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "confidence": 70, "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison" } ], "arcBeatMatches": [ { "to": 136, "from": 28, "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "confidence": 82, "parentBeatName": null, "parentBeatSlug": null }, { "to": 101, "from": 33, "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": null, "evidence": "Each segment's current platform and track record", "position": 3, "confidence": 55, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "docSlug": "5f0f0535ee1c7800", "documentTitle": "2025 Investor Day", "authorId": "Blue-Owl", "authorName": "Blue Owl", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 60, "slideType": "comparison_table", "function": "compare_options", "notes": "The slide uses a comparison structure to show growth in investment focus and bite size.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/60", "deckHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-60", "loopMatches": [ { "to": 62, "from": 59, "name": "Before After", "slug": "21-before-after", "bestFor": "Product demos, process improvements, ROI justification", "matchId": "019deac5-4f4b-714f-b525-635b59f13412", "evidence": "Comparison of 2022 vs today bite size and product breadth (p.60)", "position": 7, "objective": "Show expanded credit funnel and broader value to clients", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "confidence": 70, "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison" } ], "arcBeatMatches": [ { "to": 136, "from": 28, "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "confidence": 82, "parentBeatName": null, "parentBeatSlug": null }, { "to": 101, "from": 33, "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": null, "evidence": "Each segment's current platform and track record", "position": 3, "confidence": 55, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "docSlug": "5f0f0535ee1c7800", "documentTitle": "2025 Investor Day", "authorId": "Blue-Owl", "authorName": "Blue Owl", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 61, "slideType": "business_case", "function": "quantify_impact", "notes": "The slide uses a stacked bar chart to show AUM growth and a list of callouts to explain the strategic drivers.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/61", "deckHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-61", "loopMatches": [ { "to": 62, "from": 59, "name": "Before After", "slug": "21-before-after", "bestFor": "Product demos, process improvements, ROI justification", "matchId": "019deac5-4f4b-714f-b525-635b59f13412", "evidence": "Comparison of 2022 vs today bite size and product breadth (p.60)", "position": 7, "objective": "Show expanded credit funnel and broader value to clients", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "confidence": 70, "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison" } ], "arcBeatMatches": [ { "to": 136, "from": 28, "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "confidence": 82, "parentBeatName": null, "parentBeatSlug": null }, { "to": 101, "from": 33, "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": null, "evidence": "Each segment's current platform and track record", "position": 3, "confidence": 55, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "docSlug": "5f0f0535ee1c7800", "documentTitle": "2025 Investor Day", "authorId": "Blue-Owl", "authorName": "Blue Owl", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 62, "slideType": "key_takeaways", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/62", "deckHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-62", "loopMatches": [ { "to": 62, "from": 59, "name": "Before After", "slug": "21-before-after", "bestFor": "Product demos, process improvements, ROI justification", "matchId": "019deac5-4f4b-714f-b525-635b59f13412", "evidence": "Comparison of 2022 vs today bite size and product breadth (p.60)", "position": 7, "objective": "Show expanded credit funnel and broader value to clients", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "confidence": 70, "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison" } ], "arcBeatMatches": [ { "to": 136, "from": 28, "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "confidence": 82, "parentBeatName": null, "parentBeatSlug": null }, { "to": 101, "from": 33, "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": null, "evidence": "Each segment's current platform and track record", "position": 3, "confidence": 55, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "docSlug": "5f0f0535ee1c7800", "documentTitle": "2025 Investor Day", "authorId": "Blue-Owl", "authorName": "Blue Owl", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 63, "slideType": "cover", "function": "front_matter", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/63", "deckHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-63", "loopMatches": [], "arcBeatMatches": [ { "to": 136, "from": 28, "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "confidence": 82, "parentBeatName": null, "parentBeatSlug": null }, { "to": 101, "from": 33, "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": null, "evidence": "Each segment's current platform and track record", "position": 3, "confidence": 55, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "docSlug": "5f0f0535ee1c7800", "documentTitle": "2025 Investor Day", "authorId": "Blue-Owl", "authorName": "Blue Owl", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 64, "slideType": "kpi_dashboard", "function": "quantify_impact", "notes": "The slide highlights the growth of permanent capital and fee-paying AUM.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/64", "deckHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-64", "loopMatches": [ { "to": 73, "from": 64, "name": "Zoom In", "slug": "06-zoom-in", "bestFor": "Technical deep-dives, case studies, detailed analysis", "matchId": "019deac5-4f6f-757c-aacd-03f3ef270b75", "evidence": "By-the-numbers → vintage performance → market share → addressable opportunity", "position": 8, "objective": "Drill into GP Strategic Capital leadership and runway", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "confidence": 78, "description": "Start broad, then progressively focus on specific details that prove your point" } ], "arcBeatMatches": [ { "to": 136, "from": 28, "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "confidence": 82, "parentBeatName": null, "parentBeatSlug": null }, { "to": 101, "from": 33, "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": null, "evidence": "Each segment's current platform and track record", "position": 3, "confidence": 55, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "docSlug": "5f0f0535ee1c7800", "documentTitle": "2025 Investor Day", "authorId": "Blue-Owl", "authorName": "Blue Owl", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 65, "slideType": "data_table", "function": "quantify_impact", "notes": "Includes MSCI Burgiss quartile benchmark data as of 9/30/24.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/65", "deckHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-65", "loopMatches": [ { "to": 73, "from": 64, "name": "Zoom In", "slug": "06-zoom-in", "bestFor": "Technical deep-dives, case studies, detailed analysis", "matchId": "019deac5-4f6f-757c-aacd-03f3ef270b75", "evidence": "By-the-numbers → vintage performance → market share → addressable opportunity", "position": 8, "objective": "Drill into GP Strategic Capital leadership and runway", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "confidence": 78, "description": "Start broad, then progressively focus on specific details that prove your point" } ], "arcBeatMatches": [ { "to": 136, "from": 28, "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": null, "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth", "position": 3, "confidence": 82, "parentBeatName": null, "parentBeatSlug": null }, { "to": 101, "from": 33, "beatId": "019deac5-4e00-7728-9937-443a2cf6e314", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "What Is", "beatSlug": null, "evidence": "Each segment's current platform and track record", "position": 3, "confidence": 55, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true } ] }