{ "docId": "019dd923-605d-726d-81a4-4f66e54ad80f", "docSlug": "bi-ea2eb3979f21c3fd", "documentTitle": "Pitch deck: Family office fintech startup Asseta AI raises $4.2 million", "authorId": "Pitchdecks", "authorName": "Asseta AI", "documentKindSlug": "pitchdeck", "documentKindLabel": "Pitch deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.771, "pageNumber": 4, "pageCount": 11, "prevPage": 3, "nextPage": 5, "slideType": "team_bio", "function": "other", "density": "overcrowded", "nDataPoints": 0, "notes": null, "elementsJson": [ "headshot", "bullet_list", "logo_grid" ], "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019dd923-605d-726d-81a4-4f66e54ad80f/4", "deckHref": "/decks/019dd923-605d-726d-81a4-4f66e54ad80f", "deckJsonHref": "/decks/019dd923-605d-726d-81a4-4f66e54ad80f.json", "deckAnchorHref": "/decks/019dd923-605d-726d-81a4-4f66e54ad80f#slide-4", "components": [ { "bbox": { "h": 0.24, "w": 0.15, "x": 0.4, "y": 0.15 }, "kind": "image", "text": null, "attrs": null, "subkind": "headshot", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "24b6141d-27e2-40e3-8b0c-da071fba2ab2", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.24, "w": 0.15, "x": 0.21, "y": 0.15 }, "kind": "image", "text": null, "attrs": null, "subkind": "headshot", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "6e929751-9943-44bb-b73b-770197c650a4", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.24, "w": 0.15, "x": 0.03, "y": 0.15 }, "kind": "image", "text": null, "attrs": null, "subkind": "headshot", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "764d48e7-e011-4092-b04f-4bb1fdeb597c", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.24, "w": 0.15, "x": 0.61, "y": 0.15 }, "kind": "image", "text": null, "attrs": null, "subkind": "headshot", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "97527f26-e703-4428-9c6c-7732f1661f3c", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.24, "w": 0.15, "x": 0.82, "y": 0.15 }, "kind": "image", "text": null, "attrs": null, "subkind": "headshot", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "f035b344-10c7-4ee1-b712-69977f513430", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.08, "w": 0.15, "x": 0.21, "y": 0.85 }, "kind": "image", "text": "BCG", "attrs": null, "subkind": "logo", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "8cad5891-587f-4c3c-978f-df12395efd58", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.08, "w": 0.15, "x": 0.4, "y": 0.85 }, "kind": "image", "text": "BRIDGEWATER GENTRUST", "attrs": null, "subkind": "logo-grid", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "4d4ddaed-d328-4bc5-9da3-cd5a4108ec8e", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.03, "y": 0.76 }, "kind": "image", "text": "ORACLE NETSUITE sage Intacct", "attrs": null, "subkind": "logo-grid", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "65fc757a-c934-4fee-9b45-25988329b8f7", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.08, "w": 0.15, "x": 0.82, "y": 0.82 }, "kind": "image", "text": "SAI360 Broadridge", "attrs": null, "subkind": "logo-grid", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "732eca03-2a2e-4b10-8e34-0b8195ed6013", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.61, "y": 0.82 }, "kind": "paragraph", "text": "Thompson Holdings, LLC", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "03a7f466-813c-495c-ac4e-f334b9a12345", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.25, "w": 0.15, "x": 0.03, "y": 0.41 }, "kind": "paragraph", "text": "Dean Palmiter CEO & Founder 10+ years in cloud ERP 100+ business transformations Built family office practice at Sage and Netsuite", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "458a046f-216f-4ad5-8f74-b02f8d59406c", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.25, "w": 0.15, "x": 0.21, "y": 0.41 }, "kind": "paragraph", "text": "Daniel Kennedy CTO and Co-Founder 14 years in B2B platform engineering Contract by BCG for 4 years and led Retail Catalyst Architected large-scale platforms for companies including Walgreens and CVS", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "480c461d-60ca-4ce6-b793-611d897c21ef", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.25, "w": 0.15, "x": 0.82, "y": 0.41 }, "kind": "paragraph", "text": "Stan Perry COO 10+ years leading SaaS GTM Teams Built foundational sales and marketing teams at large and small organizations across FinTech, Risk, ESG and family offices.", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "8567e83c-4b66-4fe4-b9ca-ce13b5f42488", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.25, "w": 0.15, "x": 0.61, "y": 0.41 }, "kind": "paragraph", "text": "Josh Summerford, CPA Head of Finance Director of Finance for a prominent $300M+ Single Family Office Certified Public Accountant Intimate knowledge of the CFO, Controller and accounting function", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "a53503ba-2019-40f2-9730-0e19e1db12ba", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.25, "w": 0.15, "x": 0.4, "y": 0.41 }, "kind": "paragraph", "text": "Nathan Kotler Head of Investments Head of Trading at GenTrust, a $4.5B multi family office Oversaw team developing on Addepar and multi-custody integrations Formerly a trader at Bridgewater Associates", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "e0d189bb-ba55-406f-adb2-41a7ebbfbe7c", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.07, "w": 0.28, "x": 0.36, "y": 0.04 }, "kind": "title", "text": "Asseta team", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "2903f27d-5d50-400f-91f6-012b5ced8145", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [ { "name": "Audience Definition", "slug": "audience-definition", "agent": "Storyteller", "layer": "slide", "matchId": "240dad98-705f-4bd7-bbd3-710cb4682be5", "evidence": "Head of Investments Head of Trading at GenTrust, a $4.5B multi family office", "confidence": 0.5 } ], "frameworks": [], "arcBeats": [ { "to": 4, "from": 4, "beatId": "aa3acc01-dc90-4ac1-8825-005ece71383b", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Team", "beatSlug": "sequoia-pitch-team", "evidence": "The team is presented on page 4, showcasing their expertise and experience.", "position": 3, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "loops": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }