{
  "docId": "019de070-33b3-745d-8072-46921cecce4b",
  "docSlug": "5a5dcc7331e3d5727136da28569c31ab",
  "documentTitle": "Oak Street Health | IPO Presentation Deck | 35 slides",
  "authorId": "oak-street-health",
  "authorName": "Oak Street Health",
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  "documentKindLabel": "Pitch deck",
  "sourceTypeSlug": "investment_bank",
  "sourceTypeLabel": "Investment bank",
  "presentationDate": "2020-07-01 00:00:00",
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  "pageNumber": 10,
  "pageCount": 35,
  "prevPage": 9,
  "nextPage": 11,
  "slideType": "business_model",
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  "density": "overcrowded",
  "nDataPoints": 6,
  "notes": "The slide uses a 2x2 grid layout to categorize stakeholder benefits, followed by a horizontal process flow at the bottom.",
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  "slideHref": "/slides/019de070-33b3-745d-8072-46921cecce4b/10",
  "deckHref": "/decks/019de070-33b3-745d-8072-46921cecce4b",
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      "kind": "diagram",
      "text": "Our Centers -> Interdisciplinary Care Teams -> Purpose-Built, End-to-End Technology -> Our Care Delivery Approach",
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      "kind": "disclaimer",
      "text": "Based on survey data gathered from patients after physician visits from June 2018 until March 2020. Defined as patient revenue, excluding Medicare Part D revenue, minus (a) medical claims expense, excluding Medicare Part D related expenses, and (b) cost of care, excluding depreciation and amortization. For the three months ended March 31, 2020. Reflects 4 centers with more than 2,000 at-risk patients for at least the last three months. These centers are operating at a weighted average capacity of 86% of full per center capacity of 3,500.",
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      "kind": "list",
      "text": "Oak Street Health Wins: Cycle enables growth (73% revenue CAGR since 2017), Positive feedback loop drives financial results (28% margins in centers with 2k+ at-risk patients)",
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      "kind": "list",
      "text": "Payors Win: Better outcomes and higher quality scoring, Increased membership, Significant savings",
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      "kind": "list",
      "text": "Patients Win: Improved health outcomes (51% reduction in hospital admissions), Improved patient experience (NPS of 90), No additional cost for patients",
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      "kind": "list",
      "text": "Providers Win: Improved job satisfaction (99% say Oak Street inspires them), Customized technology enabled clinical support, Compensation driven by quality",
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      "kind": "title",
      "text": "Oak Street's Model Provides Value to all Stakeholders",
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      "evidence": "Categorization of value proposition by stakeholder group",
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      "arcName": "The Sequoia Pitch",
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      "beatName": "Business Model",
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      "evidence": "Oak Street's model provides value to all stakeholders",
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      "parentBeatName": "Evidence",
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  "loops": [
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      "name": "Cost Of Inaction",
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      "evidence": "The deck highlights the potential long-term tailwinds of improving primary care",
      "position": 0,
      "objective": "What are the consequences of not improving primary care for Medicare patients?",
      "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
      "confidence": 0.7,
      "description": "Quantify what happens if the audience does nothing"
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      "evidence": "The deck emphasizes the intersection of two big trends in healthcare and the company's preparedness to capitalize on them",
      "position": 1,
      "objective": "Why is now the right time to invest in Oak Street Health?",
      "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity",
      "confidence": 0.6,
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