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  "docSlug": "2d96d9ae2a3b1bd9b371c47cf6a0966f",
  "documentTitle": "Rover | Investor Presentation Deck | 33 slides",
  "authorId": "rover",
  "authorName": "Rover",
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  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2023-11-01 00:00:00",
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  "function": "size_opportunity",
  "density": "overcrowded",
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      "kind": "callout",
      "text": "Additional growing demand from first time users of pet services",
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      "kind": "chart",
      "text": "Overnight (1) Current commercial (3) $3B Unlock opportunity $66B",
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      "kind": "chart",
      "text": "Daytime (2) Current commercial (3) $4B Unlock opportunity $6B",
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      "text": "Family, friends and neighbors 59% Kennels and vets 26% Local independent/ boutique professionals 15%",
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      "kind": "list",
      "text": "Prior to using Rover most pet parents leveraged friends, family, and neighbors (4)",
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      "kind": "metric",
      "text": "=$79B Estimated U.S. TAM, growing to $113B (5)",
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      "text": "Management estimates based on Packaged Facts and Euromonitor\n1. Total overnight market opportunity calculated by number of pet households in US x household travel nights per year x number of pets (dog or cat) per household x average price per pet per night on Rover\n2. Total daytime market opportunity calculated by total dogs in US households x services per year x average price per household on Rover x percent of addressable households\n3. Current commercial market includes only overnight services (boarding) and daytime services (grooming and walking)\n4. Based on July 2022 Rover survey\n5. Management estimates based on Packaged Facts and Euromonitor. International opportunity in geographies where Rover currently operates estimated to be 30% of U.S. opportunity",
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      "kind": "title",
      "text": "Rover unlocks latent demand for pet care services",
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      "arcName": "The Sequoia Pitch",
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      "evidence": "Slides 16-18 discuss the market opportunity and the problem with current pet care services.",
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      "objective": "What are the consequences of not investing in Rover?",
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