{ "docId": "019dd923-5e88-73ef-bd5a-82cf7b714f71", "docSlug": "bc4a0baabdc7f455", "documentTitle": "2023 global pe report roadshow deck", "authorId": "Bain", "authorName": "Bain", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "portrait", "aspectRatio": 0.773, "pageNumber": 13, "pageCount": 16, "prevPage": 12, "nextPage": 14, "slideType": "comparison_table", "function": "compare_options", "density": "dense", "nDataPoints": 0, "notes": "The slide uses a matrix structure to compare strategic approaches for retail/individual capital entry.", "elementsJson": [ "headline_text", "comparison_table", "paragraph", "bullet_list" ], "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5a-82cf7b714f71/13", "deckHref": "/decks/019dd923-5e88-73ef-bd5a-82cf7b714f71", "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5a-82cf7b714f71.json", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5a-82cf7b714f71#slide-13", "components": [ { "bbox": null, "kind": "callout", "text": "While the biggest GPs are generating the most buzz across the retail segment at the moment, firms of all sizes are dipping a toe in with a variety of market plays.", "attrs": null, "subkind": null, "toolName": "Visual emphasis", "toolSlug": "visual-emphasis", "confidence": null, "componentId": "019dd952-0a6c-76ba-8e7b-19f4a3d822da", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.1, "w": 0.78, "x": 0.11, "y": 0.8 }, "kind": "list", "text": "Market definition requires choices around a number of key considerations: Customer segment. What’s the trade-off between access and market size? Product offerings. Which of our asset classes makes sense based on the customer segment and regulatory considerations?", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "09d25c1b-c460-4a81-97ab-b0cf6f6d8d58", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.78, "x": 0.11, "y": 0.65 }, "kind": "paragraph", "text": "In our experience, a strong retail strategy starts with defining a firm’s ambition and matching it to both the right customer segment and the most appropriate go-to-market strategy. It’s also essential to recognize that cracking the retail market will require skills and capabilities more common to a consumer products company than the average GP—branding, segmented marketing, product development, etc. That demands a clear-eyed assessment of what it will take to win in terms of capability building and operational support.", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "4293495d-082b-43e6-a703-56569dda47f7", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.1, "w": 0.78, "x": 0.11, "y": 0.55 }, "kind": "paragraph", "text": "While the biggest GPs are generating the most buzz across the retail segment at the moment, firms of all sizes are dipping a toe in with a variety of market plays (see Figure 5). It’s too early to identify winners and losers, but the diversity of approaches suggests there is no one-size-fits-all strategy.", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "45695fd9-ba5c-42ca-b776-a314050d2540", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.35, "w": 0.78, "x": 0.11, "y": 0.17 }, "kind": "table", "text": "Matrix comparing 6 GTM strategies across Segments, Structure, Channel, and Investor relations coverage models.", "attrs": null, "subkind": "data", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "483fad93-cc1e-486d-a4bc-81d223694101", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.78, "x": 0.11, "y": 0.12 }, "kind": "title", "text": "Figure 5: Alternative asset managers are targeting individual capital using a variety of go-to-market plays, and some are pursuing more than one", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "9465d918-05fd-44d6-b047-9cff3943ffbe", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [ { "name": "Three Pillars", "slug": "three-pillars", "agent": "Architect", "layer": "block", "matchId": "019dd95a-1640-705b-b6be-2c54cabdceeb", "evidence": "Decomposes each play across MECE attribute rows: Segments, Structure, Channel, IR model.", "confidence": 55 }, { "name": "Action Titles", "slug": "action-titles", "agent": "Architect", "layer": "slide", "matchId": "019dd95a-1640-705b-b6be-20523f4058de", "evidence": "Figure 5 title states the structure: 'targeting individual capital using a variety of go-to-market plays'.", "confidence": 90 }, { "name": "Gestalt Principles", "slug": "gestalt-principles", "agent": "Designer", "layer": "slide", "matchId": "019dd95a-1640-705b-b6be-297ee9abac05", "evidence": "Icon + header + table cells visually grouped per play column.", "confidence": 72 }, { "name": "Visual Hierarchy", "slug": "visual-hierarchy", "agent": "Designer", "layer": "slide", "matchId": "019dd95a-1640-705b-b6be-25eb7a3dc8ff", "evidence": "Six labelled column heads with icons sit above three attribute rows for easy scanning.", "confidence": 78 } ], "frameworks": [ { "name": "comparison_table", "slug": null, "matchId": "a2b2f5f4-a6d2-40db-aea4-893218233c36", "evidence": "The slide uses a structured matrix to compare different strategic options.", "confidence": 0.9 }, { "name": "Go-to-Market Play Matrix (6 plays x 4 attributes)", "slug": null, "matchId": "019dd95a-1d21-7467-a461-807db6bb8dd8", "evidence": "Six labelled GTM plays as columns; rows: Segments, Structure, Channel, IR coverage model.", "confidence": 85 } ], "arcBeats": [ { "to": 13, "from": 9, "beatId": "019dd95a-0702-74a3-87e4-f87675da4e39", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "Focus broad middle, rule changes, liquidity products, and GTM plays matrix.", "position": 3, "confidence": 82, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "loops": [ { "to": 13, "from": 9, "name": "Quick Win Big Bet", "slug": "47-quick-win-big-bet", "bestFor": "Transformation planning, 100-day plans, resource allocation", "matchId": "019dd95a-088c-724c-b310-851eea874e86", "evidence": "Key message, then liquidity-product Figure 4 and the six GTM plays in Figure 5.", "position": 2, "objective": "Lay out the retail playbook: structural innovations and go-to-market plays", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "confidence": 60, "description": "Separate initiatives into immediate wins and longer-term strategic bets" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }