{
  "docId": "019dd923-5efe-75c0-8dff-5e82239f0084",
  "docSlug": "d1ef8ba7351b7ccb",
  "documentTitle": "2024 05 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": 13,
  "pageCount": 30,
  "prevPage": 12,
  "nextPage": 14,
  "slideType": "key_takeaways",
  "function": "summarize",
  "density": "dense",
  "nDataPoints": 3,
  "notes": null,
  "elementsJson": [
    "headline_text",
    "bullet_list",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5efe-75c0-8dff-5e82239f0084/13",
  "deckHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084",
  "deckJsonHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084.json",
  "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-5e82239f0084#slide-13",
  "components": [
    {
      "bbox": {
        "h": 0.1,
        "w": 0.75,
        "x": 0.085,
        "y": 0.85
      },
      "kind": "disclaimer",
      "text": "As of June 30, 2023. Approximately 5.8 million network members have paid or received funds electronically using our platform. As of March 31, 2024. The total payment volume transacted by BILL customers was approximately $66.8 billion...",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "741bc2dc-fa33-432e-bed4-1627a792ac83",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.45,
        "w": 0.28,
        "x": 0.355,
        "y": 0.305
      },
      "kind": "list",
      "text": "Ecosystem: Efficient go-to-market: self-serve, direct to SMBs, strategic partnerships with accounting firms and financial institutions, Proprietary network for customers and suppliers",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "15270728-9e21-4247-a58e-7f0e90ca7f82",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.45,
        "w": 0.28,
        "x": 0.66,
        "y": 0.305
      },
      "kind": "list",
      "text": "Scale: 460,000+ SMBs, 5.8 million network members, Approximately $286 billion annualized run rate total payment volume, Large and growing data asset",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "57ced3ec-0d4b-4f91-8c5b-a912e4cfc0db",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.45,
        "w": 0.28,
        "x": 0.048,
        "y": 0.305
      },
      "kind": "list",
      "text": "Platform: Purpose-built financial operations platform, Proprietary money movement rails & infrastructure, Proprietary risk management and compliance",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a8843782-cedc-4e06-9958-0ae0d3d9d5c9",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Annualized run rate total payment volume: $286 billion",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-5beb-73c8-92b5-cc3d3f852aec",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.045,
        "w": 0.185,
        "x": 0.048,
        "y": 0.075
      },
      "kind": "title",
      "text": "Why we win",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b8e798cc-eb0c-4e82-ae2c-a67ac7fb3965",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "The Rule of Three",
      "slug": "the-rule-of-three",
      "agent": "Storyteller",
      "layer": "block",
      "matchId": "019dd95a-1c1c-7608-8ecd-9f29fcee0bc0",
      "evidence": "Three differentiation pillars: Platform / Ecosystem / Scale",
      "confidence": 88
    },
    {
      "name": "Three Pillars",
      "slug": "three-pillars",
      "agent": "Architect",
      "layer": "block",
      "matchId": "019dd95a-1c1c-7608-8ecd-a67c84a83480",
      "evidence": "Three MECE supporting arguments under 'Why we win'",
      "confidence": 82
    },
    {
      "name": "Chunking",
      "slug": "chunking",
      "agent": "Architect",
      "layer": "loop",
      "matchId": "019dd95a-1c1c-7608-8ecd-a399238f1788",
      "evidence": "Bulleted three-column layout chunks the moat claims",
      "confidence": 80
    },
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019dd95a-1c1c-7608-8ecd-a8b1a203a8a3",
      "evidence": "Title 'Why we win' states the conclusion directly",
      "confidence": 75
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 15,
      "from": 7,
      "beatId": "019dd95a-07a7-7579-bd66-8ac2a905e30b",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Solution & Approach",
      "beatSlug": "consultants-gambit-solution-approach",
      "evidence": "Opportunity sizing, platform diagram, why we win, network effects, growth drivers",
      "position": 3,
      "confidence": 78,
      "parentBeatName": "Turn",
      "parentBeatSlug": "turn"
    },
    {
      "to": 13,
      "from": 13,
      "beatId": "019dd95a-07a7-7579-bd66-a0c6557a09d1",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Competition",
      "beatSlug": "sequoia-pitch-market-size",
      "evidence": "Why we win: Platform / Ecosystem / Scale differentiation",
      "position": 4,
      "confidence": 62,
      "parentBeatName": "Evidence",
      "parentBeatSlug": "evidence"
    }
  ],
  "loops": [
    {
      "to": 15,
      "from": 11,
      "name": "Pattern Hunter",
      "slug": "02-pattern-hunter",
      "bestFor": "Time-pressed audiences, building consensus, when data is strong",
      "matchId": "019dd95a-08f8-7619-ac2f-71e77642d6ab",
      "evidence": "Partners, segments, why-we-win, network effects, growth drivers as parallel proof points",
      "position": 4,
      "objective": "Stack evidence of competitive moat",
      "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion",
      "confidence": 80,
      "description": "Group multiple pieces of evidence that together point to a pattern or conclusion"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}