{
  "docId": "019de513-db6a-77ca-bd00-d3272de535a2",
  "docSlug": "be07fcec4663468c66a0fc96f900200b",
  "documentTitle": "monday.com | Investor Presentation Deck | 36 slides",
  "authorId": "monday-com",
  "authorName": "monday.com",
  "documentKindSlug": "pitchdeck",
  "documentKindLabel": "Pitch deck",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2022-08-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 3,
  "pageCount": 36,
  "prevPage": 2,
  "nextPage": 4,
  "slideType": "traction",
  "function": "show_traction",
  "density": "overcrowded",
  "nDataPoints": 12,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de513-db6a-77ca-bd00-d3272de535a2/3",
  "deckHref": "/decks/019de513-db6a-77ca-bd00-d3272de535a2",
  "deckJsonHref": "/decks/019de513-db6a-77ca-bd00-d3272de535a2.json",
  "deckAnchorHref": "/decks/019de513-db6a-77ca-bd00-d3272de535a2#slide-3",
  "components": [
    {
      "bbox": {
        "h": 0.69,
        "w": 0.32,
        "x": 0.63,
        "y": 0.15
      },
      "kind": "chart",
      "text": "Q2-19 $68, Q2-20 $146, Q2-21 $282, Q2-22 $495",
      "attrs": {
        "data_values": [
          68,
          146,
          282,
          495
        ],
        "series_names": [
          "Quarterly Revenue Run Rate"
        ],
        "x_axis_labels": [
          "Q2-19",
          "Q2-20",
          "Q2-21",
          "Q2-22"
        ],
        "y_axis_labels": [
          "$68",
          "$146",
          "$282",
          "$495"
        ]
      },
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9fa6a089-4c74-4e4d-80ee-937fff991fa4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.17,
        "x": 0.03,
        "y": 0.26
      },
      "kind": "metric",
      "text": "$123.7M",
      "attrs": {},
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "14d6c0e3-6e8b-408c-ae15-146984515bbb",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.11,
        "x": 0.29,
        "y": 0.43
      },
      "kind": "metric",
      "text": ">135%",
      "attrs": {},
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "44bd9740-bd1d-4b3c-ba62-a049811c702c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.1,
        "x": 0.03,
        "y": 0.43
      },
      "kind": "metric",
      "text": "147%",
      "attrs": {},
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5262b8fc-aea1-4d22-99ae-8b6911c06318",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.07,
        "x": 0.29,
        "y": 0.26
      },
      "kind": "metric",
      "text": "75%",
      "attrs": {},
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "60d63be5-fa92-40fb-9bc9-04388620eec7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.08,
        "x": 0.03,
        "y": 0.69
      },
      "kind": "metric",
      "text": "89%",
      "attrs": {},
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8b076f6c-6d71-4ad1-a2f5-e3ecebd84922",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.14,
        "x": 0.29,
        "y": 0.69
      },
      "kind": "metric",
      "text": "($19.3M)",
      "attrs": {},
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ee25db20-377d-40ba-97c0-6dfd2bd9961d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.12,
        "x": 0.29,
        "y": 0.31
      },
      "kind": "paragraph",
      "text": "YoY revenue growth",
      "attrs": {},
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3809a82d-6e23-4253-b5c5-5153a3abf4b4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.19,
        "x": 0.29,
        "y": 0.74
      },
      "kind": "paragraph",
      "text": "Adjusted free cash flow*\nrepresents (16%) of revenue",
      "attrs": {},
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a110a76e-4f95-4d21-8cfb-3083820a3a5a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.19,
        "x": 0.29,
        "y": 0.48
      },
      "kind": "paragraph",
      "text": "Net dollar retention rate of\ncustomers with 10+ users**",
      "attrs": {},
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "aba0fab6-9df2-44d8-a2af-66afbbb53b8b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.09,
        "x": 0.03,
        "y": 0.74
      },
      "kind": "paragraph",
      "text": "Gross margin*",
      "attrs": {},
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "cae69a88-a0b1-4da8-99b9-8b20a32a568a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.07,
        "w": 0.22,
        "x": 0.03,
        "y": 0.48
      },
      "kind": "paragraph",
      "text": "YoY increase in\ncustomers with $50K ARR**\n1,160 customers, up from 470 in\nQ2-21***",
      "attrs": {},
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d60a1621-e141-46c4-bad1-48941cde2f46",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.07,
        "x": 0.03,
        "y": 0.31
      },
      "kind": "paragraph",
      "text": "Revenue",
      "attrs": {},
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f9a2d48a-7c0f-4dec-81dd-e8a4bf078f98",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.38,
        "x": 0.58,
        "y": 0.89
      },
      "kind": "source-note",
      "text": "~100% of our revenue is generated from subscriptions\nGAAP revenue was $78M, $161M and $308M for FY 2019, 2020 and 2021,\nrespectively.",
      "attrs": {
        "numbered": true
      },
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "105a8946-7f34-4478-82bf-af7fbd902881",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.2,
        "x": 0.03,
        "y": 0.94
      },
      "kind": "source-note",
      "text": "*** As of the end of each quarter.",
      "attrs": {
        "numbered": true
      },
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "52a8a898-4043-4124-880b-ed466ba99804",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.45,
        "x": 0.03,
        "y": 0.92
      },
      "kind": "source-note",
      "text": "** For definitions of ARR and Net dollar retention rate, see Appendix.",
      "attrs": {
        "numbered": true
      },
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a35991ee-30ce-43c7-afdd-8ed1bb863f7b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.29,
        "x": 0.03,
        "y": 0.9
      },
      "kind": "source-note",
      "text": "* Non-GAAP financial measures, see Appendix.",
      "attrs": {
        "numbered": true
      },
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "feab615f-aa44-4a31-827d-df9ef2ac335d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.11,
        "w": 0.48,
        "x": 0.03,
        "y": 0.06
      },
      "kind": "title",
      "text": "Our success by the numbers -\nQ2-22 Financial Highlights",
      "attrs": {},
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4fc6ae5f-d359-44be-99ff-abceb982d839",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.35,
        "x": 0.58,
        "y": 0.07
      },
      "kind": "title",
      "text": "Strong revenue growth\nQuarterly Revenue Run Rate (GAAP Revenue X 4)",
      "attrs": {},
      "subkind": "subtitle",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "116511eb-876f-49de-ba28-72f13eaa6a99",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Waterfall chart",
      "slug": "waterfall-chart",
      "agent": null,
      "layer": "slide",
      "matchId": "614719ee-7e14-4f05-a3bc-b360bd804398",
      "evidence": "chart/bar-vertical: Q2-19 $68, Q2-20 $146, Q2-21 $282, Q2-22 $495",
      "confidence": 0.8
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 27,
      "from": 3,
      "beatId": "40a78f11-29b9-49a1-bc90-43a9e1b6eefe",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Traction",
      "beatSlug": null,
      "evidence": "Our success by the numbers - Q2-22 Financial Highlights (p3), Consistent incremental revenue growth ($ Millions) (p24)",
      "position": 4,
      "confidence": 0.8,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [
    {
      "to": 27,
      "from": 3,
      "name": "Quick Win Big Bet",
      "slug": "47-quick-win-big-bet",
      "bestFor": "Transformation planning, 100-day plans, resource allocation",
      "matchId": "64bb93e0-f4a4-4d47-a569-889ee28e717d",
      "evidence": "Our success by the numbers - Q2-22 Financial Highlights (p3), Consistent incremental revenue growth ($ Millions) (p24)",
      "position": 1,
      "objective": "Show traction and growth",
      "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap",
      "confidence": 0.7,
      "description": "Separate initiatives into immediate wins and longer-term strategic bets"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}