{
  "docId": "019dd923-5de0-76bd-a16b-3f278de968a6",
  "docSlug": "120e76b025ca530a",
  "documentTitle": "e-Conomy SEA 2021 Roaring 20s: The SEA Digital Decade",
  "authorId": "Bain",
  "authorName": "Bain",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.777,
  "pageNumber": 58,
  "pageCount": 126,
  "prevPage": 57,
  "nextPage": 59,
  "slideType": "industry_trends",
  "function": "summarize",
  "density": "overcrowded",
  "nDataPoints": 4,
  "notes": "The slide uses a bar chart to contrast high-growth sectors (Healthtech, SaaS, Web3) against a cooling sector (Edtech).",
  "elementsJson": [
    "headline_text",
    "bar_chart_horizontal",
    "quote_block"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5de0-76bd-a16b-3f278de968a6/58",
  "deckHref": "/decks/019dd923-5de0-76bd-a16b-3f278de968a6",
  "deckJsonHref": "/decks/019dd923-5de0-76bd-a16b-3f278de968a6.json",
  "deckAnchorHref": "/decks/019dd923-5de0-76bd-a16b-3f278de968a6#slide-58",
  "components": [
    {
      "bbox": {
        "h": 0.08,
        "w": 0.75,
        "x": 0.05,
        "y": 0.22
      },
      "kind": "callout",
      "text": "Q. How do you expect deal activity to change in the long-term (2025-2030) for the following sectors?",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "91910cdc-9c82-4ebb-b3a0-bdf72bc88c2c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.5,
        "w": 0.35,
        "x": 0.05,
        "y": 0.35
      },
      "kind": "chart",
      "text": "Expected increase in deal activity in 2025-2030 vs today",
      "attrs": null,
      "subkind": "bar-horizontal",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "dbbcde00-f77a-43a2-b193-cdd02c9434a3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Expected increase in deal activity: 87%",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-048f-732a-ac6b-3b07d7183837",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.5,
        "x": 0.45,
        "y": 0.6
      },
      "kind": "quote",
      "text": "Many Web3 technologies will eventually be embedded into Web 2.0 platforms... - VC",
      "attrs": null,
      "subkind": "testimonial",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "abc9320a-0688-4e68-8749-33fe48ecd78d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.5,
        "x": 0.45,
        "y": 0.48
      },
      "kind": "quote",
      "text": "SMEs in SEA contribute a sizable amount to our overall GDP... - VC",
      "attrs": null,
      "subkind": "testimonial",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "bb1b05f2-3d8c-4472-bc9b-2fb234d2a052",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.5,
        "x": 0.45,
        "y": 0.75
      },
      "kind": "quote",
      "text": "With the return to in-person training and learning, demand for online-based learning has cooled off... - VC",
      "attrs": null,
      "subkind": "testimonial",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c98e0841-1a0a-4599-94bc-54dea9757563",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.5,
        "x": 0.45,
        "y": 0.35
      },
      "kind": "quote",
      "text": "The pandemic accelerated the development of digital medical services... - VC",
      "attrs": null,
      "subkind": "testimonial",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e7064cc0-6c1d-400f-83ca-73e7ebcfb6d6",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "quote",
      "text": "The pandemic accelerated the development of digital medical services in order to provide affordable and accessible healthcare to all. We expect to see much higher adoption in the coming years, especially among the rural population. – VC",
      "attrs": null,
      "subkind": null,
      "toolName": "Authority citation",
      "toolSlug": "authority-citation",
      "confidence": null,
      "componentId": "019dd952-048f-732a-ac6b-376d2509fa9f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.3,
        "x": 0.05,
        "y": 0.92
      },
      "kind": "source-note",
      "text": "Source: Bain, SEA Venture Capital Investors Survey, Q3 2022; Bain analysis",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b1884744-3828-4754-86d7-9b09c69b990d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.75,
        "x": 0.05,
        "y": 0.05
      },
      "kind": "title",
      "text": ">80% of VCs expect to increase focus on healthtech, SaaS, and Web3, while enthusiasm for edtech cools",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6bd9c456-495a-45d4-8a03-adc241510eef",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019dd95a-1804-770a-b24c-7aea319d29c6",
      "evidence": "'>80% of VCs expect to increase focus on healthtech, SaaS, and Web3, while edtech cools'",
      "confidence": 85
    },
    {
      "name": "Audience Definition",
      "slug": "audience-definition",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "303cc3a9-e28f-4e67-82d9-45674d2c081f",
      "evidence": "quote/testimonial: With the return to in-person training and learning, demand for online-based learning has cooled off... - VC",
      "confidence": 0.7
    },
    {
      "name": "Audience Persona",
      "slug": "audience-persona",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "907d0bc2-23bc-42c9-9a6a-f710a87b700c",
      "evidence": "quote/testimonial: SMEs in SEA contribute a sizable amount to our overall GDP... - VC",
      "confidence": 0.7
    },
    {
      "name": "Social Validation",
      "slug": "social-validation",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "019dd95a-1804-770a-b24c-7cae88f94162",
      "evidence": "'>80% of VCs' presents survey-of-peers as validation",
      "confidence": 65
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 62,
      "from": 1,
      "beatId": "019dd95a-07a5-761b-9145-635c21c13065",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Facts (What)",
      "beatSlug": "triple-take-the-facts-what",
      "evidence": "Sets context, sizes the $200B economy, walks every sector and the investment climate",
      "position": 1,
      "confidence": 78,
      "parentBeatName": "Setup",
      "parentBeatSlug": "setup"
    },
    {
      "to": 62,
      "from": 18,
      "beatId": "019dd95a-07a5-761b-9145-7398bb840758",
      "arcName": "The Mountain",
      "arcSlug": "mountain",
      "beatName": "Rising Action",
      "beatSlug": "mountain-rising-action",
      "evidence": "Despite rough seas, $200B GMV; sectors and investment under pressure",
      "position": 2,
      "confidence": 60,
      "parentBeatName": "Development",
      "parentBeatSlug": "development"
    }
  ],
  "loops": [
    {
      "to": 62,
      "from": 57,
      "name": "Segmentation Split",
      "slug": "34-segmentation-split",
      "bestFor": "Customer analysis, market research, resource allocation",
      "matchId": "019dd95a-088c-724c-b314-26984b2416a3",
      "evidence": "p.58 frames the four nascent sectors; pp.59-62 give each its own slide",
      "position": 8,
      "objective": "Survey nascent sectors (healthtech, SaaS, Web3, edtech) one by one",
      "structure": "The Aggregate View -> Segment A Behavior -> Segment B Behavior -> The Insight in the Difference",
      "confidence": 75,
      "description": "Divide a whole into meaningful segments to reveal hidden patterns"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}