{
  "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,
  "pageCount": 186,
  "prevPage": 37,
  "nextPage": 39,
  "slideType": "case_study",
  "function": "quantify_impact",
  "density": "dense",
  "nDataPoints": 9,
  "notes": "The funnel shows a conversion rate from 9,963 deals sourced to 512 closed.",
  "elementsJson": [
    "headline_text",
    "process_diagram",
    "big_number",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/38",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-38",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Closed on 5% of Deals Sourced",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-611c-72f2-9b03-37d8bd2b78c7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.4,
        "w": 0.94,
        "x": 0.03,
        "y": 0.16
      },
      "kind": "diagram",
      "text": "Deal funnel from Sourcing to Closing",
      "attrs": null,
      "subkind": "funnel",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "53e212e0-49b3-4c11-bc50-376fbb46972b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.2,
        "x": 0.28,
        "y": 0.06
      },
      "kind": "metric",
      "text": "50%+ 2024 Incumbent Fundings",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "321dbc11-ac04-4ac0-99eb-1a4a8c222d6b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.2,
        "x": 0.03,
        "y": 0.06
      },
      "kind": "metric",
      "text": "~90% Control Positions (Agent or Lead)",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "362b406e-754d-4553-abd2-5f61d601edc7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.2,
        "x": 0.78,
        "y": 0.06
      },
      "kind": "metric",
      "text": "~35% % of $1bn+ deals where Blue Owl was a lead",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "486310c4-05ed-4804-82a7-c054d42d3783",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.2,
        "x": 0.53,
        "y": 0.06
      },
      "kind": "metric",
      "text": "~20% Sole Lender",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "be845ad6-9f32-4ae7-bb69-eaa6faeabc55",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Deal conversion rate: 512",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-611c-72f2-9b03-389066e3003a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.75,
        "x": 0.03,
        "y": 0.04
      },
      "kind": "title",
      "text": "Proven Ability to Originate & Lead Marquee Financings",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9d0bd90b-9919-4c2d-9ae7-08c93cc565e5",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019deac5-5922-777d-97fb-f62f2db1f6e3",
      "evidence": "Action title 'Proven Ability to Originate'",
      "confidence": 80
    },
    {
      "name": "So What? Test",
      "slug": "so-what-test",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019deac5-5948-756e-aead-8ee81b517a6e",
      "evidence": "Callout 'Closed on 5% of Deals Sourced'",
      "confidence": 80
    }
  ],
  "frameworks": [
    {
      "name": "Funnel Analysis",
      "slug": null,
      "matchId": "019deac5-6f00-73a1-9e08-7be612ec808f",
      "evidence": "Funnel from 9,963 sourced to 512 closed",
      "confidence": 90
    }
  ],
  "arcBeats": [
    {
      "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
    }
  ],
  "loops": [
    {
      "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"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}