{
  "docId": "019dd923-5efe-75c0-8dff-56787433b7c5",
  "docSlug": "272860a8f12b0839",
  "documentTitle": "2023 11 Investor Deck",
  "authorId": "Bill",
  "authorName": "BILL",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.777,
  "pageNumber": 14,
  "pageCount": 30,
  "prevPage": 13,
  "nextPage": 15,
  "slideType": "other",
  "function": "present_framework",
  "density": "balanced",
  "nDataPoints": 1,
  "notes": "The slide uses a circular flywheel model to show the reinforcing nature of network effects.",
  "elementsJson": [
    "process_diagram",
    "footnote"
  ],
  "metadataConfidence": 0.95,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5efe-75c0-8dff-56787433b7c5/14",
  "deckHref": "/decks/019dd923-5efe-75c0-8dff-56787433b7c5",
  "deckJsonHref": "/decks/019dd923-5efe-75c0-8dff-56787433b7c5.json",
  "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-56787433b7c5#slide-14",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "5.8M Network Members and Growing",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-8f6d-7270-a7a7-67ef0815d4df",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.7,
        "w": 0.8,
        "x": 0.1,
        "y": 0.2
      },
      "kind": "diagram",
      "text": "Flywheel showing Data, Transactions, Suppliers and Buyers, SMBs, and Products & Capabilities feeding into Adoption, Engagement, and Stickiness.",
      "attrs": null,
      "subkind": "process",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c1a4ec74-7142-45e9-8f8b-c0cf03b0884f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.2,
        "x": 0.4,
        "y": 0.55
      },
      "kind": "metric",
      "text": "5.8M Network Members and Growing",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "beefab50-8110-4556-9f88-6188d52dea71",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Network members: 5.8M",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-8f6d-7270-a7a7-69f1dc74406a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.25,
        "x": 0.7,
        "y": 0.8
      },
      "kind": "source-note",
      "text": "1 As of June 30, 2023, approximately 5.8 million network members have paid or received funds electronically using our platform.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a28995fa-fd7b-4684-8584-8fa40f6aee47",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.4,
        "x": 0.05,
        "y": 0.05
      },
      "kind": "title",
      "text": "Expanding network effects",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9a2c196c-7731-4567-81ef-557a6d8096bd",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Metcalfe's Law",
      "slug": "metcalfes-law",
      "agent": "Storyteller",
      "layer": "block",
      "matchId": "019dd95a-1c1c-7608-8ecb-c77a090fa128",
      "evidence": "Callout '5.8M Network Members and Growing' frames value as network-scaled",
      "confidence": 78
    },
    {
      "name": "Flywheel",
      "slug": "flywheel",
      "agent": null,
      "layer": "slide",
      "matchId": "732c6e99-62bc-455f-9c7e-c44afd6f79f7",
      "evidence": "diagram/process: Flywheel showing Data, Transactions, Suppliers and Buyers, SMBs, and Products & Capabilities feeding into Adoption, Engagement, and Stickiness.",
      "confidence": 0.8
    },
    {
      "name": "Social Validation",
      "slug": "social-validation",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "019dd95a-1c1c-7608-8ecb-cf2722c3e9c5",
      "evidence": "Network member count signals widespread adoption",
      "confidence": 68
    },
    {
      "name": "Von Restorff Effect",
      "slug": "von-restorff-effect",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "019dd95a-1c1c-7608-8ecb-c96937d97b67",
      "evidence": "5.8M figure rendered oversize for emphasis",
      "confidence": 72
    }
  ],
  "frameworks": [
    {
      "name": "flywheel",
      "slug": null,
      "matchId": "7a6d8820-0a6e-42cd-a586-cf491e1030a0",
      "evidence": "Circular diagram showing reinforcing business components",
      "confidence": 1
    }
  ],
  "arcBeats": [
    {
      "to": 15,
      "from": 14,
      "beatId": "019dd95a-07a7-7579-bd66-327cd9e60d58",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Why Now",
      "beatSlug": "sequoia-pitch-product",
      "evidence": "p.14 network effects (5.8M), p.15 five growth drivers up the curve — momentum",
      "position": 6,
      "confidence": 78,
      "parentBeatName": "Evidence",
      "parentBeatSlug": "evidence"
    },
    {
      "to": 15,
      "from": 7,
      "beatId": "019dd95a-07a7-7579-bd66-4779274da963",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Solution & Approach",
      "beatSlug": "consultants-gambit-solution-approach",
      "evidence": "p.7-15 opportunity, platform, segments, why-we-win, growth drivers",
      "position": 3,
      "confidence": 62,
      "parentBeatName": "Turn",
      "parentBeatSlug": "turn"
    }
  ],
  "loops": [
    {
      "to": 15,
      "from": 12,
      "name": "Pattern Hunter",
      "slug": "02-pattern-hunter",
      "bestFor": "Time-pressed audiences, building consensus, when data is strong",
      "matchId": "019dd95a-08f8-7619-ac2f-46c09af4da03",
      "evidence": "p.12 segments + p.13 Platform/Ecosystem/Scale + p.14 network effects + p.15 5 growth drivers all converge on 'why we win'",
      "position": 2,
      "objective": "Stack evidence pieces to argue BILL's competitive durability",
      "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion",
      "confidence": 68,
      "description": "Group multiple pieces of evidence that together point to a pattern or conclusion"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}