{
  "docId": "019dd923-5eff-723e-9be5-1309376a6a70",
  "docSlug": "936e98b4587c5d4f",
  "documentTitle": "2023 Investor Day",
  "authorId": "Samsara",
  "authorName": "Samsara",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.777,
  "pageNumber": 64,
  "pageCount": 71,
  "prevPage": 63,
  "nextPage": 65,
  "slideType": "financial_analysis",
  "function": "quantify_impact",
  "density": "balanced",
  "nDataPoints": 5,
  "notes": "The slide uses a bar chart to show dilution trends and a list to outline management levers.",
  "elementsJson": [
    "headline_text",
    "process_diagram",
    "bar_chart_vertical",
    "bullet_list",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5eff-723e-9be5-1309376a6a70/64",
  "deckHref": "/decks/019dd923-5eff-723e-9be5-1309376a6a70",
  "deckJsonHref": "/decks/019dd923-5eff-723e-9be5-1309376a6a70.json",
  "deckAnchorHref": "/decks/019dd923-5eff-723e-9be5-1309376a6a70#slide-64",
  "components": [
    {
      "bbox": {
        "h": 0.45,
        "w": 0.48,
        "x": 0.46,
        "y": 0.22
      },
      "kind": "chart",
      "text": "SAMSARA EQUITY DILUTION",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "20aa07a6-3dc1-408e-abc8-5e769a5a0a20",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.35,
        "x": 0.54,
        "y": 0.73
      },
      "kind": "list",
      "text": "POTENTIAL LEVERS TO MANAGE DILUTION\n+ Compensation mix (cash vs. equity)\n+ Headcount (hiring amount, location, level)\n+ Vesting duration\n+ Stock buybacks",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f07e3a95-3d8f-42de-8f18-907b89020741",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Equity Dilution: 4.4%",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-7daf-731c-89c6-7762798e917e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.45,
        "w": 0.28,
        "x": 0.13,
        "y": 0.28
      },
      "kind": "paragraph",
      "text": "SAMSARA COMPENSATION PHILOSOPHY\nTotal Compensation\n=\nSalary\n+\nVariable Cash\n+\nEquity",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ed58440c-0bc9-493f-966d-b80e3b83a500",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.35,
        "x": 0.07,
        "y": 0.94
      },
      "kind": "source-note",
      "text": "1 FY24 and long-term estimates based on current expectations.\n2 Previous guidance as of Q4 FY23.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "564d5068-d9ec-48ff-ba7f-929243b6cf3b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.6,
        "x": 0.18,
        "y": 0.08
      },
      "kind": "title",
      "text": "Effectively managing equity dilution",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "77db31ca-4eca-460a-bdb9-4b7afa4a2fcb",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019de950-4916-750b-aa30-ef040005bbd0",
      "evidence": "Title 'Effectively managing equity dilution'",
      "confidence": 75
    },
    {
      "name": "Annotation",
      "slug": "annotation",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "019de950-493f-73fe-b1e9-aaaf0fa785c7",
      "evidence": "Bars compare FY23 actual vs FY24 vs long-term targets",
      "confidence": 70
    },
    {
      "name": "List presentation",
      "slug": "list-presentation",
      "agent": null,
      "layer": "slide",
      "matchId": "c589c57b-3aaa-4c35-aa7d-427bb10d62b3",
      "evidence": "POTENTIAL LEVERS TO MANAGE DILUTION list/bullet",
      "confidence": 0.7
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 64,
      "from": 46,
      "beatId": "019de950-3690-716a-b3f4-6c719378c1ca",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Evidence & Proof",
      "beatSlug": null,
      "evidence": "ARR scale, peer funnel, multi-product adoption, expansion case study, unit economics.",
      "position": 4,
      "confidence": 82,
      "parentBeatName": null,
      "parentBeatSlug": null
    },
    {
      "to": 64,
      "from": 46,
      "beatId": "019de950-386b-7598-ba2e-a76ca0fe68e2",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Financials",
      "beatSlug": null,
      "evidence": "$850M+ ARR, 41% growth, LTV:CAC >8x, 59pp margin gain.",
      "position": 9,
      "confidence": 60,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [
    {
      "to": 64,
      "from": 61,
      "name": "Pattern Hunter",
      "slug": "02-pattern-hunter",
      "bestFor": "Time-pressed audiences, building consensus, when data is strong",
      "matchId": "019de950-3a3b-7374-8242-12294c923031",
      "evidence": "p61 lists 3 reasons; p62 LTV:CAC >8x; p63 59pp op-margin; p64 dilution management.",
      "position": 10,
      "objective": "Argue efficient growth through three financial drivers",
      "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion",
      "confidence": 76,
      "description": "Group multiple pieces of evidence that together point to a pattern or conclusion"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}