{
  "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": 26,
  "pageCount": 34,
  "prevPage": 25,
  "nextPage": 27,
  "slideType": "market_landscape",
  "function": "analyze_data",
  "density": "overcrowded",
  "nDataPoints": 18,
  "notes": "The slide uses a combination of bar charts and a pie chart to illustrate market concentration.",
  "elementsJson": [
    "headline_text",
    "bar_chart_horizontal",
    "bar_chart_vertical",
    "pie_chart",
    "bullet_list",
    "callout_box"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5ca1-7489-b635-ccde16d7b812/26",
  "deckHref": "/decks/019dd923-5ca1-7489-b635-ccde16d7b812",
  "deckJsonHref": "/decks/019dd923-5ca1-7489-b635-ccde16d7b812.json",
  "deckAnchorHref": "/decks/019dd923-5ca1-7489-b635-ccde16d7b812#slide-26",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "53% of funded startups are at seed level",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd951-b48a-77cd-a360-da16971e998c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.28,
        "w": 0.28,
        "x": 0.08,
        "y": 0.32
      },
      "kind": "chart",
      "text": "STARTUPS BY COUNTRY (#)",
      "attrs": null,
      "subkind": "bar-horizontal",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "69982f15-b115-43ac-acb3-d19cf807ab08",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.28,
        "w": 0.25,
        "x": 0.38,
        "y": 0.32
      },
      "kind": "chart",
      "text": "STARTUPS BY STAGES (#)",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "946f482f-825f-412d-851a-2435b316b744",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.28,
        "w": 0.25,
        "x": 0.66,
        "y": 0.32
      },
      "kind": "chart",
      "text": "STARTUPS BY SECTOR (#)",
      "attrs": null,
      "subkind": "pie",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ad48db26-198d-4b1a-9db7-4bde2e337015",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.28,
        "x": 0.08,
        "y": 0.65
      },
      "kind": "list",
      "text": "Total of 7k startups in region w/ ~80% in ID, SG, VN; 4 startups with >$1billion valuation",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "61dfa926-756f-4ff4-be3a-0f8f6b835e8d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.25,
        "x": 0.66,
        "y": 0.65
      },
      "kind": "list",
      "text": "Highly fragmented split, with long-tail sectors making up 50% of total; Lifestyle and eCommerce are sectors with the most startups at 18.8%",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ea72a49d-60bf-43c6-9e97-465fa7caf230",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.25,
        "x": 0.38,
        "y": 0.65
      },
      "kind": "list",
      "text": "~681 startups have received some type of equity funding; Type of funding is concentrated at seed level",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f3f66dc4-f6fe-4a25-b26a-30444cb65bc1",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Startup count: 7k",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd951-b48a-77cd-a360-dfc171047da0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.3,
        "x": 0.62,
        "y": 0.95
      },
      "kind": "source-note",
      "text": "SOURCE: TechinAsia, Merger Market, Factiva, team estimates",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "15cd5ffe-e829-4ab9-bd50-e80a79cb0ced",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.8,
        "x": 0.08,
        "y": 0.09
      },
      "kind": "title",
      "text": "SEA startups are currently concentrated in SG, ID, and VN; focus mostly on eCommerce",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "410633e8-e541-4006-ac4c-538171d874e5",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [
    {
      "metricRaw": "Startup count",
      "numberRaw": "7k",
      "numberKind": "plain",
      "actionTitle": "SEA startups are currently concentrated in SG, ID, and VN; focus mostly on eCommerce",
      "calloutText": "53% of funded startups are at seed level",
      "numberScale": "k",
      "numberValue": 7,
      "metricFamily": "volume_count",
      "numberCurrency": null
    }
  ],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019dd95a-187e-714f-9b90-1fd089807ea1",
      "evidence": "Title: 'startups concentrated in SG, ID, VN; mostly eCommerce'.",
      "confidence": 85
    },
    {
      "name": "Annotation",
      "slug": "annotation",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "019dd95a-187e-714f-9b90-216fb3cdca2d",
      "evidence": "Callout '53% of funded startups at seed level'.",
      "confidence": 70
    }
  ],
  "frameworks": [
    {
      "name": "market-segmentation-pyramid",
      "slug": null,
      "matchId": "bd438244-4644-4f70-bf8a-20a28678f154",
      "evidence": "Segmentation of startups by country, stage, and sector",
      "confidence": 0.7
    }
  ],
  "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
}