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  "documentTitle": "Kinnevik | Results Presentation Deck | 19 slides",
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  "authorName": "Kinnevik",
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  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2024-07-01 00:00:00",
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  "pageNumber": 7,
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  "notes": "The slide uses a combination of area chart for portfolio share and bar chart for revenue growth to illustrate the decline.",
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      "kind": "chart",
      "text": "Declining Share of Portfolio",
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      "text": "Declining Average Revenue Growth",
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      "kind": "list",
      "text": "Growth down from 77% in 2021, to 2% in 2024E; Share of Growth Portfolio down from 16% at Q2 2022 peak, down to 7% today",
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      "kind": "paragraph",
      "text": "Three e-commerce investees facing significant challenges over the last two years - Oda/Mathem, Job&Talent and Instabee",
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      "kind": "source-note",
      "text": "Note: All financial metrics are Kinnevik estimates and may be meaningfully lower than company budgets, plans and forecasts. Averages are weighted by fair value.",
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      "kind": "title",
      "text": "Another quarter of NAV pressure from e-Commerce leading to low-point in share of portfolio – focus on profitability improvements and capital efficiency",
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      "evidence": "The PROBLEM STATEMENT and KPI OVERVIEW slides highlight the need for improvement.",
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      "name": "Cost Of Inaction",
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      "evidence": "The PROBLEM STATEMENT and KPI OVERVIEW slides imply the cost of inaction.",
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      "objective": "What is the cost of inaction in e-Commerce?",
      "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
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