Sixth Wall Holdings
Technology Thesis Development Proposal
Prepared for: Frank Weil & Lance Pillersdorf, Sixth Wall Holdings Prepared by: SkaFld Studio Date: December 2025 Classification: Confidential
Executive Summary
SkaFld Studio proposes to develop the technology thesis component of Sixth Wall Holdings' PE pitch deck. We've reviewed all provided materials and understand the opportunity: demonstrating how your strategic acquisitions form the foundation of a unified creator economy platform.
What We Understand
You're building a technology-accelerated creator holding company targeting the $480B creator economy. PE has asked you to go deeper on the technology component. You need the investment committee to see:
- Clear technology thesis — Why tech-enabled acquisitions create defensible value
- Acquisition-to-thesis mapping — How each company contributes to your platform vision
- Gap analysis — What to build vs. buy vs. partner
- Integration roadmap — How 1+1+1 becomes greater than 3
What We're Proposing
A structured engagement delivering PE-ready technology thesis materials, with flexible options to match your timeline and depth requirements.
The Opportunity
What PE Needs to See
Having reviewed your current deck and supporting materials, we understand the strategic vision. PE investment committees invest in evidence, not just vision. They need to see:
- What technology you're actually acquiring
- Why these specific companies fit your thesis
- How integration creates compound value
- What gaps remain and how you'll address them
Our Approach
We'll translate your acquisition strategy into a technology narrative that answers PE's questions directly, with the supporting analysis to back it up.
Engagement Options
Option A: Technology Strategy Package
Timeline: 1 Week Investment: $12,000 fixed fee
What You Get:
Complete technology strategy deliverable including:
- 4-5 PE-ready slides for your pitch deck technology section:
- Technology Thesis & POV
- Creator Ecosystem Technology Needs
- Acquisition Technology Fit Analysis
- Gap Analysis & Integration Roadmap
- Platform Vision
- Technology Synthesis Document — Full analysis backing all slides
- Company Technology Mapping — How each acquisition fits your thesis
- Supporting documentation package — Detailed backup for due diligence questions
- Two rounds of revisions
Best For:
Complete technology strategy development for PE presentation with comprehensive supporting materials.
Option B: Ongoing Technology Partnership
Timeline: Month-to-month retainer (cancel anytime with 30-day notice) Investment: $15,000/week OR $40,000/month retainer
What You Get:
Everything in Option A, plus ongoing support:
- Per-acquisition technology due diligence — Up to 2 target assessments per month
- PE Q&A preparation — Preparation support for up to 2 key meetings per month
- Monthly strategy call — 1-hour alignment session
- Priority support — Up to 10 hours per month
- Three rounds of revisions
Best For:
Ongoing PE process support through close and post-acquisition integration planning.
Deliverables Summary
| Deliverable | Option A | Option B |
|---|---|---|
| PE Pitch Deck Slides (4-5) | ✅ | ✅ |
| Technology Synthesis Document | ✅ | ✅ |
| Company Technology Mapping | ✅ | ✅ |
| Supporting Documentation | ✅ | ✅ |
| Per-Acquisition Due Diligence | - | Up to 2/mo |
| PE Q&A Preparation | - | Up to 2/mo |
| Monthly Strategy Call | - | 1 hr/mo |
| Priority Support Hours | - | 10 hrs/mo |
| Revision Rounds | 2 | 3 |
Investment | $12,000 | $15k/wk or $40k/mo |
Why SkaFld Studio
Our Approach
- Evidence over aspiration — Every claim backed by verifiable data
- PE-audience optimization — Materials built for investment committee scrutiny
- Integration-first thinking — How acquisitions compound, not just coexist
- Rapid execution — We move fast without sacrificing rigor
Relevant Experience
- Technology thesis development for PE-backed holding companies
- Creator economy market analysis and landscape mapping
- SaaS technology assessment and integration planning
- M&A technology due diligence
Engagement Process
Option A Timeline
| Day | Activity |
|---|---|
| Day 1 | Kickoff call — align on messaging, confirm preferences |
| Day 2-4 | Slide development and synthesis |
| Day 5 | Draft delivery for review |
| Day 6-7 | Revisions and final delivery |
Option B Engagement
| Activity | Frequency |
|---|---|
| Strategy call | Monthly |
| Due diligence support | As needed (up to 2/month) |
| Q&A preparation | Before key meetings (up to 2/month) |
| Priority support | Up to 10 hours/month |
Questions We'd Like to Discuss
- PE timeline — When is the investment committee presentation?
- Deck format — Canva, PowerPoint, or Google Slides?
- Acquisition status — Any updates on target discussions we should factor in?
- Depth preference — High-level strategic or detailed technical?
Next Steps
- 30-minute call — Discuss scope, timeline, and which option fits best
- Engagement letter — Formalize terms and timeline
- Kickoff — Begin immediately upon confirmation
Contact: Charles Sims | charles@skafldstudio.com SkaFld Studio
Proposal valid for 30 days from date of issue.