{
  "docId": "019de074-b830-71a9-8058-b0cb4bc8b645",
  "docSlug": "51618b49aae8e2db2d96ea2b43165e32",
  "documentTitle": "Kinnevik | Results Presentation Deck | 45 slides",
  "authorId": "kinnevik",
  "authorName": "Kinnevik",
  "documentKindSlug": "shareholder-letter",
  "documentKindLabel": "Shareholder letter",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2023-04-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.4138439,
  "pageNumber": 32,
  "pageCount": 45,
  "prevPage": 31,
  "nextPage": 33,
  "slideType": "peer_benchmark",
  "function": "compare_peers",
  "density": "dense",
  "nDataPoints": 25,
  "notes": "Includes specific commentary on Instabee, Oda, and Jobandtalent.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de074-b830-71a9-8058-b0cb4bc8b645/32",
  "deckHref": "/decks/019de074-b830-71a9-8058-b0cb4bc8b645",
  "deckJsonHref": "/decks/019de074-b830-71a9-8058-b0cb4bc8b645.json",
  "deckAnchorHref": "/decks/019de074-b830-71a9-8058-b0cb4bc8b645#slide-32",
  "components": [
    {
      "bbox": {
        "h": 0.4,
        "w": 0.6,
        "x": 0.35,
        "y": 0.52
      },
      "kind": "chart",
      "text": "EV/NTM Revenue and Revenue Growth Key Public Benchmarks as at Quarter-End",
      "attrs": null,
      "subkind": "scatter",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "fc15b468-4f29-4e82-8b2c-613eaed9f0a6",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.25,
        "x": 0.67,
        "y": 0.23
      },
      "kind": "metric",
      "text": "18% Unlisted Portfolio Weight",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5c07832f-c7d1-4179-a576-016f206d4281",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.25,
        "x": 0.67,
        "y": 0.35
      },
      "kind": "metric",
      "text": "(10)% Fair Value Change (Q/Q)",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b5047ca1-9e17-42de-879b-02cdb6e59679",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.65,
        "w": 0.3,
        "x": 0.04,
        "y": 0.25
      },
      "kind": "paragraph",
      "text": "Our Platform & Marketplaces businesses span online grocer businesses such as Mathem and Oda with gross margins in the 30s, to pure marketplaces like Jobandtalent and Omio with gross margins in the 60-70s...",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e07963ff-7085-4ae1-b38f-f6170b684bbe",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.3,
        "x": 0.35,
        "y": 0.45
      },
      "kind": "source-note",
      "text": "Peer Top Quartile data points are the average metrics of the top quartile peers in terms of revenue multiple. Revenue Growth (2022) pro forma Budbee's merger with Instabee.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3d7f290f-d181-4e31-82d2-97a4643f140f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.3,
        "x": 0.35,
        "y": 0.23
      },
      "kind": "table",
      "text": "Comparison table of Revenue Growth, Gross Margin, EV/NTM R, EV/NTM R (Q/Q Change), and Equity Value (Q/Q Change) for Our Investees, Peer Average, and Peer Top Quartile.",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ecc5ed74-c83a-4799-81a5-8c3f6c5844c4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.2,
        "x": 0.04,
        "y": 0.23
      },
      "kind": "title",
      "text": "PLATFORMS & MARKETPLACES",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "bc519e95-1a67-4496-94c3-ee6e7e8252d9",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Slide recipe: the peer-gap chart",
      "slug": "peer-gap-chart-recipe",
      "agent": "designer",
      "layer": "slide",
      "matchId": "9c4243a7-1b5d-409c-8cce-d7501a06494c",
      "evidence": "table/data: Comparison table of Revenue Growth, Gross Margin, EV/NTM R, EV/NTM R (Q/Q Change), and Equity Value (Q/Q Change) for Our Investees, Peer Average, and Peer Top Quartile",
      "confidence": 0.7
    }
  ],
  "frameworks": [
    {
      "name": "comparison_frame",
      "slug": null,
      "matchId": "17805b88-4e30-40d9-ae8d-d3e86aba5fd9",
      "evidence": "Benchmarking portfolio companies against public market peers using financial metrics and scatter plot.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [
    {
      "to": 34,
      "from": 30,
      "beatId": "170cdd3a-bd7d-4f70-8730-d66b6d3ca484",
      "arcName": "The Sparkline",
      "arcSlug": "sparkline",
      "beatName": "Comparison",
      "beatSlug": null,
      "evidence": "The peer benchmarks for various segments allow for comparison and context.",
      "position": 3,
      "confidence": 0.8,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}