{
  "docId": "019de511-96cd-7638-a1d6-3e4d5ad533a5",
  "docSlug": "302359bc76c31f98badc01a5486f3d4f",
  "documentTitle": "Thorne HealthTech | IPO Presentation Deck | 45 slides",
  "authorId": "thorne-healthtech",
  "authorName": "Thorne HealthTech",
  "documentKindSlug": "pitchdeck",
  "documentKindLabel": "Pitch deck",
  "sourceTypeSlug": "investment_bank",
  "sourceTypeLabel": "Investment bank",
  "presentationDate": "2021-09-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7910448,
  "pageNumber": 24,
  "pageCount": 45,
  "prevPage": 23,
  "nextPage": 25,
  "slideType": "traction",
  "function": "show_traction",
  "density": "dense",
  "nDataPoints": 40,
  "notes": "The chart uses a line graph to track cohort performance over time, with a legend at the bottom identifying each cohort by acquisition quarter.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de511-96cd-7638-a1d6-3e4d5ad533a5/24",
  "deckHref": "/decks/019de511-96cd-7638-a1d6-3e4d5ad533a5",
  "deckJsonHref": "/decks/019de511-96cd-7638-a1d6-3e4d5ad533a5.json",
  "deckAnchorHref": "/decks/019de511-96cd-7638-a1d6-3e4d5ad533a5#slide-24",
  "components": [
    {
      "bbox": {
        "h": 0.6,
        "w": 0.85,
        "x": 0.06,
        "y": 0.2
      },
      "kind": "chart",
      "text": "LTV to CAC cohort performance chart",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "63a825e8-a3eb-45d1-8257-93654bc26cdd",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.7,
        "x": 0.14,
        "y": 0.82
      },
      "kind": "legend",
      "text": "Cohort legend by acquisition quarter",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "33a448c3-782b-4c13-a233-dc582bb9b94f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.9,
        "x": 0.06,
        "y": 0.88
      },
      "kind": "paragraph",
      "text": "1. A cohort refers to the DTC customers grouped in the quarter in which they first placed an order. This cohort analysis tracks those groups by examining their spend in the first quarter they were acquired and their cumulative gross contribution in each calendar quarter thereafter. Each cohort's spend is multiplied by the gross margins to arrive at the gross contribution of that cohort. This gross contribution is divided by the cohort size (LTV), which is then divided by the CAC in the respective quarter to arrive at the ratios.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "72854dba-4279-47b5-ba00-02f870fab4f0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.85,
        "x": 0.06,
        "y": 0.12
      },
      "kind": "title",
      "text": "All cohorts profitable in first quarter since Q1 2020, even with growing marketing spend in recent quarters",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4d5752ff-f904-4d53-a9f8-f964858aa4d3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.45,
        "x": 0.06,
        "y": 0.06
      },
      "kind": "title",
      "text": "Highly Attractive Quarterly LTV / CAC",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b5d8c607-2b20-4d1f-a05e-1c1067a25623",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Waterfall chart",
      "slug": "waterfall-chart",
      "agent": null,
      "layer": "slide",
      "matchId": "45731833-3c0a-4e9a-a57b-18da32400362",
      "evidence": "LTV to CAC cohort performance chart",
      "confidence": 0.7
    }
  ],
  "frameworks": [
    {
      "name": "cohort-analysis",
      "slug": null,
      "matchId": "f0c30da1-1ee6-4d7a-8b31-71dc29f3d571",
      "evidence": "The slide explicitly performs a cohort analysis on LTV/CAC ratios.",
      "confidence": 1
    }
  ],
  "arcBeats": [],
  "loops": [
    {
      "to": 36,
      "from": 7,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "02163abf-0461-4147-884a-0d9de4f5d4ff",
      "evidence": "The deck presents the cost of inaction implicitly throughout the narrative, with an explicit mention on slide 36.",
      "position": 0,
      "objective": "What is the cost of not transforming human health?",
      "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
      "confidence": 0.6,
      "description": "Quantify what happens if the audience does nothing"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}