{
  "docId": "019de517-1482-744f-a6d0-52b64214df44",
  "docSlug": "9ddb645df580fd813eca510c27ed1e4c",
  "documentTitle": "Affirm | Investor Day Presentation Deck | 98 slides",
  "authorId": "affirm",
  "authorName": "Affirm",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2023-11-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 2.6666667,
  "pageNumber": 36,
  "pageCount": 98,
  "prevPage": 35,
  "nextPage": 37,
  "slideType": "propose_solution",
  "function": "propose_solution",
  "density": "overcrowded",
  "nDataPoints": 26,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 0.9,
  "imagePath": null,
  "slideHref": "/slides/019de517-1482-744f-a6d0-52b64214df44/36",
  "deckHref": "/decks/019de517-1482-744f-a6d0-52b64214df44",
  "deckJsonHref": "/decks/019de517-1482-744f-a6d0-52b64214df44.json",
  "deckAnchorHref": "/decks/019de517-1482-744f-a6d0-52b64214df44#slide-36",
  "components": [
    {
      "bbox": {
        "h": 0.38,
        "w": 0.26,
        "x": 0.702,
        "y": 0.39
      },
      "kind": "chart",
      "text": "Affirm Share of Cart\n1 2 3 4 5 6 7 8 9 10 11 12 13\nQuarters since launch",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "10ed894e-bca7-4c4d-b0cf-9b7df51cde39",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.38,
        "w": 0.26,
        "x": 0.23,
        "y": 0.39
      },
      "kind": "chart",
      "text": "Affirm Share of Cart\n1 2 3 4 5 6 7 8 9 10 11 12 13\nQuarters since launch",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "cb329624-176f-4e7c-aee2-2d886f5ba930",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.34,
        "w": 0.22,
        "x": 0.517,
        "y": 0.43
      },
      "kind": "list",
      "text": "Key Expansion Initiatives:\nFinancing plan optimization\n0% APR campaigns\nPrequalification\nEnhanced up-funnel messaging\nAddition of new retail categories\nIncrease in cart ceilings and lowering of cart floors\nChannel expansion to in-store",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4bcd5153-4a5f-494e-9d3d-c9d251d31196",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.29,
        "w": 0.22,
        "x": 0.048,
        "y": 0.43
      },
      "kind": "list",
      "text": "Key Expansion Initiatives:\nFinancing plan optimization\n0% APR campaigns\nSteady expansion across travel categories (flights, vacations, car rental, hotels, etc.)\nEnhanced up-funnel messaging\nChannel expansion beyond web (e.g., app, telesales)",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "75320b03-0294-4844-81ea-88be326c961c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.35,
        "x": 0.139,
        "y": 0.91
      },
      "kind": "source-note",
      "text": "1 Select Affirm Travel merchants with public filings: based on Affirm GMV\n2 Seasonally adjusted data",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "633a1938-5999-4c82-a9da-83983f54f265",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.76,
        "x": 0.048,
        "y": 0.168
      },
      "kind": "title",
      "text": "Multiple levers drive increased share of spend over time after merchant launch",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "bdcd0f37-731a-4985-80e9-ad7d14386e61",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.44,
        "x": 0.048,
        "y": 0.116
      },
      "kind": "title",
      "text": "Growing our share of cart",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "19bad04d-1f2f-4f6e-8f5f-4d09835e54c3",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 40,
      "from": 31,
      "beatId": "7ae37f36-27c3-4977-bacf-a0ef44470d13",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Market Size",
      "beatSlug": "sequoia-pitch-market-size",
      "evidence": "Slides 31-40 discuss market opportunities and potential growth drivers.",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Evidence",
      "parentBeatSlug": "evidence"
    }
  ],
  "loops": [
    {
      "to": 45,
      "from": 31,
      "name": "Quick Win Big Bet",
      "slug": "47-quick-win-big-bet",
      "bestFor": "Transformation planning, 100-day plans, resource allocation",
      "matchId": "291fac5d-3498-4f3a-a976-86564c9fac88",
      "evidence": "Slides 31-45 discuss market opportunities and growth drivers.",
      "position": 1,
      "objective": "Present Affirm's growth strategy and market opportunities",
      "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
}