{
  "docId": "019dd923-5ca1-7489-b635-ccde16d7b812",
  "docSlug": "2c40ca39f67d1596",
  "documentTitle": "e-Conomy SEA Unlocking the $200 billion digital opportunity in Southeast Asia",
  "authorId": "Bain",
  "authorName": "Google, Temasek",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.418,
  "pageNumber": 24,
  "pageCount": 34,
  "prevPage": 23,
  "nextPage": 25,
  "slideType": "market_landscape",
  "function": "summarize",
  "density": "balanced",
  "nDataPoints": 12,
  "notes": null,
  "elementsJson": [
    "bullet_list",
    "icon_grid"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5ca1-7489-b635-ccde16d7b812/24",
  "deckHref": "/decks/019dd923-5ca1-7489-b635-ccde16d7b812",
  "deckJsonHref": "/decks/019dd923-5ca1-7489-b635-ccde16d7b812.json",
  "deckAnchorHref": "/decks/019dd923-5ca1-7489-b635-ccde16d7b812#slide-24",
  "components": [
    {
      "bbox": {
        "h": 0.25,
        "w": 0.85,
        "x": 0.08,
        "y": 0.58
      },
      "kind": "list",
      "text": "Startup landscape overview: ~7k startups in SEA; ~80% in ID, SG, and VN; Lifestyle and eCommerce dominate; 4 unicorns in SG; <7% raised funding post seed.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5569714a-ffe8-4bbd-9791-8e13949d1f0c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.85,
        "x": 0.08,
        "y": 0.23
      },
      "kind": "list",
      "text": "VC landscape overview: ~$1.1 billion invested in SEA in 2015; ~88% of deal value in SG and ID; eCommerce and logistics contribute ~61.4%; ~65% of investments in 5 startups.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9d53a248-7681-413c-b8e1-b17eb6cc85b1",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Total investment: $1.1 billion",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd951-b48a-77cd-a35f-b448ebfd712a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.85,
        "x": 0.08,
        "y": 0.94
      },
      "kind": "source-note",
      "text": "1 Does not include $249m investment (2014) and $1b investment (2016) in Lazada. 2 Excludes startups with undisclosed funding information. SOURCE: TechinAsia, Merger Market, Factiva, Team Estimates",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "12a8d4ae-11b0-4326-b15f-30b1f7b7edc8",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.45,
        "x": 0.08,
        "y": 0.09
      },
      "kind": "title",
      "text": "Overview of SEA Startup and VC landscape",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d8a44085-acef-4abf-a873-9d3fac8d8b73",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [
    {
      "metricRaw": "Total investment",
      "numberRaw": "$1.1 billion",
      "numberKind": "money",
      "actionTitle": null,
      "calloutText": null,
      "numberScale": "b",
      "numberValue": 1.1,
      "metricFamily": "market_size",
      "numberCurrency": "$"
    }
  ],
  "tools": [
    {
      "name": "Chunking",
      "slug": "chunking",
      "agent": "Architect",
      "layer": "loop",
      "matchId": "019dd95a-187e-714f-9b90-12d0184f66bd",
      "evidence": "Landscape divided into multiple stat panels.",
      "confidence": 60
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 27,
      "from": 23,
      "beatId": "019dd95a-07a6-74c7-9027-18ccc309cbf2",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Evidence & Proof",
      "beatSlug": "consultants-gambit-evidence-proof",
      "evidence": "$40-50B investment thesis vs current $1.1B SEA VC landscape and startup base.",
      "position": 4,
      "confidence": 82,
      "parentBeatName": "Evidence",
      "parentBeatSlug": "evidence"
    },
    {
      "to": 27,
      "from": 23,
      "beatId": "019dd95a-07a6-74c7-9027-26974428cc66",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Implications (So What)",
      "beatSlug": "triple-take-the-implications-so-what",
      "evidence": "Capturing opportunity needs $40-50B; current VC landscape falls short.",
      "position": 2,
      "confidence": 70,
      "parentBeatName": "Reflection",
      "parentBeatSlug": "reflection"
    }
  ],
  "loops": [
    {
      "to": 27,
      "from": 23,
      "name": "Tale Two Worlds",
      "slug": "04-tale-two-worlds",
      "bestFor": "Competitive analysis, benchmarking, case for change",
      "matchId": "019dd95a-08f7-737a-a002-16aa94ed7c56",
      "evidence": "p23 anchors required capital; p25-27 show current $1.1B deal flow concentrated in SG/ID and only 106 >$10m startups.",
      "position": 4,
      "objective": "Contrast required investment ($40-50B) and required startup density vs the current SEA VC landscape.",
      "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication",
      "confidence": 72,
      "description": "Show the gap between two states to drive urgency or highlight opportunity"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}