{
  "docId": "019de072-08e3-777d-971b-682af265998b",
  "docSlug": "420f448b96396fc7d4abe763d6d3cf1b",
  "documentTitle": "P3 Health Partners | Investor Conference Presentation Deck | 17 slides",
  "authorId": "p3-health-partners",
  "authorName": "P3 Health Partners",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2022-01-01 00:00:00",
  "orientation": "landscape",
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  "pageNumber": 9,
  "pageCount": 17,
  "prevPage": 8,
  "nextPage": 10,
  "slideType": "competitive_analysis",
  "function": "compare_peers",
  "density": "dense",
  "nDataPoints": 7,
  "notes": "The slide uses a pie chart to visually emphasize the small market share (~2%) of value-based care providers.",
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  "imagePath": null,
  "slideHref": "/slides/019de072-08e3-777d-971b-682af265998b/9",
  "deckHref": "/decks/019de072-08e3-777d-971b-682af265998b",
  "deckJsonHref": "/decks/019de072-08e3-777d-971b-682af265998b.json",
  "deckAnchorHref": "/decks/019de072-08e3-777d-971b-682af265998b#slide-9",
  "components": [
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      "bbox": {
        "h": 0.6,
        "w": 0.4,
        "x": 0.55,
        "y": 0.25
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      "kind": "chart",
      "text": "~2% of ~24mm MA enrollees",
      "attrs": null,
      "subkind": "pie",
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      "componentId": "08575a68-af95-4e33-af30-30a70706a3dd",
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    {
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        "h": 0.08,
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        "x": 0.04,
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      },
      "kind": "source-note",
      "text": "1 P3 MA lives projected as of FYE 2021, agilon MA lives as of S-1 filed on 3/18/21, Oak Street MA lives represent midpoint of FYE 2021 management guidance as of 3/31/21, Cano Health MA lives as of Investor & Analyst Day Presentation on 3/04/21, Caremax MA lives as of Analyst and Investor Day Presentation on 9/9/21, iora health MA lives as of July 31, 2021; 2 Based on 2020 total MA enrollment of ~24mm.",
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        "w": 0.45,
        "x": 0.04,
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      },
      "kind": "table",
      "text": "P3 Health Partners ~68k, agilon health ~210k, OAK STREET HEALTH ~109k, CanoHealth ~85k, Caremax ~26k, iorahealth ~31k",
      "attrs": null,
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        "x": 0.04,
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      },
      "kind": "title",
      "text": "Given ~2% Of MA Lives In Value Based Care, True Competition Is Fee-for-Service",
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      "subkind": "action-title",
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  "metrics": [],
  "tools": [],
  "frameworks": [
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      "name": "comparison_frame",
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      "matchId": "908c3467-6419-4875-b4ff-88b4934c587e",
      "evidence": "Compares specific company metrics against total market size to frame competition.",
      "confidence": 0.8
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  ],
  "arcBeats": [
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      "beatId": "d460f9c3-828e-4690-91e4-e6219b540097",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Competition",
      "beatSlug": "sequoia-pitch-competition",
      "evidence": "The competitive_analysis slide compares P3 Health Partners' model with others in the value-based physician enabler space",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Evidence",
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  ],
  "loops": [
    {
      "to": 9,
      "from": 6,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "dcdf0477-ae67-4077-93fa-118220f4bb62",
      "evidence": "The problem_statement and competitive_analysis slides imply the cost of inaction",
      "position": 0,
      "objective": "Highlight the cost of inaction in the current fee-for-service model",
      "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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