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  "documentTitle": "Moelis & Company | Investment Banking Pitch Book | 31 slides",
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  "authorName": "Moelis & Company",
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  "presentationDate": "2016-05-01 00:00:00",
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  "nDataPoints": 8,
  "notes": "Includes a quote from RBC and a pyramid diagram illustrating market segmentation.",
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      "kind": "callout",
      "text": "ERP application is a critical product category for Orlando, necessitating a strong offering in both on-premise and cloud delivery opportunities",
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      "text": "ESTIMATED ERP MARKET SIZE & GROWTH",
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      "kind": "disclaimer",
      "text": "Sources: Napa and Orlando Filings, Napa Website, Wall Street Research, IDC. 1. Macquarie Research as of 3/2/16, via IDC. 2. Napa Q1 2016 Investor Presentation",
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      "text": "[ERP] is probably the stickiest application category...this matters because customer lifetimes are long and the value that can be extracted is high. It seems likely that as the cloud trend accelerates...a more competitive [ERP] response will be necessary",
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      "text": "Cloud delivery expands the addressable market for ERP systems historically served by on-premise models",
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