{
  "docId": "019f6b8f-084c-7571-b1ba-b16dd1d72fe0",
  "docSlug": "jarvis-coho-capital-spotify",
  "documentTitle": "Coho Capital Spotify",
  "authorId": "coho-capital-spotify",
  "authorName": null,
  "documentKindSlug": "pitchdeck",
  "documentKindLabel": "Pitch deck",
  "sourceTypeSlug": "vc_research",
  "sourceTypeLabel": "VC research",
  "presentationDate": null,
  "orientation": null,
  "aspectRatio": null,
  "pageNumber": 9,
  "pageCount": 13,
  "prevPage": 8,
  "nextPage": 10,
  "slideType": "context",
  "function": "establish_context",
  "density": "balanced",
  "nDataPoints": 8,
  "notes": "This is a text-heavy investment memo/analysis slide from Coho Capital.",
  "elementsJson": null,
  "metadataConfidence": 0.9,
  "imagePath": null,
  "slideHref": "/slides/019f6b8f-084c-7571-b1ba-b16dd1d72fe0/9",
  "deckHref": "/decks/019f6b8f-084c-7571-b1ba-b16dd1d72fe0",
  "deckJsonHref": "/decks/019f6b8f-084c-7571-b1ba-b16dd1d72fe0.json",
  "deckAnchorHref": "/decks/019f6b8f-084c-7571-b1ba-b16dd1d72fe0#slide-9",
  "components": [
    {
      "bbox": {
        "h": 0.06,
        "w": 0.2,
        "x": 0.12,
        "y": 0.08
      },
      "kind": "paragraph",
      "text": "Coho Capital Management, LLC... [Contact Info]",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "16e6d104-9008-44a7-86c7-d5dd86eb4eba",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.75,
        "w": 0.78,
        "x": 0.12,
        "y": 0.2
      },
      "kind": "paragraph",
      "text": "Analysis of Spotify's podcasting strategy, market demographics, recent acquisitions, and the strategic rationale for vertical integration and operating leverage.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3822a9a0-45b1-49d6-ae88-351d0cfa6a37",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.25,
        "x": 0.65,
        "y": 0.05
      },
      "kind": "title",
      "text": "COHO CAPITAL",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a88b4d2e-5aad-4d99-b7f1-3facc687a32f",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "argument-from-analogy",
      "slug": null,
      "matchId": "8b99ad19-d08d-42d2-a4db-0eef50d10009",
      "evidence": "Compares Spotify/Rogan deal to Sirius/Stern deal and Netflix's content shift.",
      "confidence": 0.95
    }
  ],
  "arcBeats": [
    {
      "to": 9,
      "from": 3,
      "beatId": "9e66ac44-28be-46c8-9adb-ac8ec1d7874d",
      "arcName": "AIDA",
      "arcSlug": "aida",
      "beatName": "Interest",
      "beatSlug": "aida-interest",
      "evidence": "Context and competitive analysis build interest",
      "position": 1,
      "confidence": 0.6,
      "parentBeatName": "Complication",
      "parentBeatSlug": "complication"
    }
  ],
  "loops": [
    {
      "to": 9,
      "from": 3,
      "name": "Golden Circle",
      "slug": "11-golden-circle",
      "bestFor": "Visionary leadership, brand positioning, mission statements",
      "matchId": "21c9af37-3806-41a7-9f81-d990cf6c7487",
      "evidence": "Context and key messages may build a golden circle narrative",
      "position": 0,
      "objective": "Why Coho Capital?",
      "structure": "The Why (Belief) -> The How (Process) -> The What (Result)",
      "confidence": 0.5,
      "description": "Invert the typical pitch by starting with why you exist, rather than what you do"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}