Skip to main content

Pitch Deck Slides Index

Overview​

This directory contains 5 slides for Sixth Wall Holdings' PE pitch deck, addressing the technology thesis and strategic vision for the creator economy platform.

Slide Sequence & Purpose​

SlideFilePurposeKey Message
1slide-01-technology-thesis.mdEstablish strategic visionFoundation-first acquisition strategy building CreatorOS
2slide-02-ecosystem-needs.mdDefine market opportunity$480B creator economy needs unified technology
3slide-03-acquisition-fit.mdValidate portfolio alignmentAcquired companies provide proven technology foundation
4slide-04-gap-analysis.mdArticulate strategic roadmapClear gaps with prioritized build/buy/partner strategy
5slide-05-creatoros-vision.mdPresent integrated platform visionCreatorOS as defensible moat with network effects

How These Slides Address PE's 5 Requirements​

Requirement 1: Technology Thesis POV​

Slides 1, 2, 5 - Establishes CreatorOS as the operating system for the creator economy, built through strategic acquisition rather than ground-up development.

Requirement 2: Creator Economy Technology Needs​

Slide 2 - Comprehensive analysis of fragmented landscape and critical technology needs across creators, brands, and agencies.

Requirement 3: Acquired Technology Fit​

Slide 3 - Detailed mapping of Mirage, Skailed, and Zuti assets to the three-pillar strategy with clear integration value.

Requirement 4: Technology Gaps​

Slide 4 - Honest assessment of current capabilities vs. requirements, with prioritized roadmap and investment estimates.

Requirement 5: Complete Platform Vision​

Slide 5 - CreatorOS architecture showing how all pieces integrate into defensible multi-sided platform with network effects.

Narrative Flow​

SLIDE 1: Technology Thesis
    "We're building CreatorOS through acquisition, not from scratch"
    ↓
SLIDE 2: Market Need
    "$480B opportunity requires unified platform, not point solutions"
    ↓
SLIDE 3: Portfolio Fit
    "Our acquisitions provide revenue-generating foundation across all three pillars"
    ↓
SLIDE 4: Strategic Gaps
    "Here's what's missing and our build/buy/partner strategy to fill gaps"
    ↓
SLIDE 5: Platform Vision
    "CreatorOS integrates everything into defensible moat with network effects"

Speaker Notes Guidance​

Slide 1: Technology Thesis​

  • Opening: Position as operating system play, not just another creator tool
  • Differentiation: Foundation-first strategy through acquisition vs. greenfield development
  • Credibility: Emphasize revenue-generating SaaS products (especially Skailed) as proof of technology capability

Slide 2: Ecosystem Needs​

  • Market Size: $250B → $480B growth opportunity (24% CAGR)
  • Problem: Fragmented point solutions creating operational inefficiency
  • Timing: AI maturity + platform API access + creator sophistication = consolidation moment

Slide 3: Acquisition Fit​

  • Skailed Strength: Lead with revenue-generating SaaS products and APAC Search Awards recognition
  • Mirage Foundation: Content infrastructure and 300+ creator network as pilot base
  • Zuti Intelligence: Brand-side capabilities completing the three-pillar strategy
  • Integration: Show clear synergy matrix and 18-month integration roadmap

Slide 4: Gap Analysis​

  • Honesty: Transparent about gaps builds credibility
  • Prioritization: Red/Yellow/Green framework shows strategic thinking
  • Investment: Clear budget estimates ($4.5-7.5M Year 1 build + acquisition capital)
  • Timeline: Aligns with formation strategy phases (Formation → Development → Expansion → Scale)

Slide 5: CreatorOS Vision​

  • Architecture: Multi-layer platform from portfolio companies → unified data → AI automation → user interfaces
  • Network Effects: More creators + brands → richer data → better AI → more value (flywheel)
  • Differentiation: Integrated platform vs. point solutions, ownership vs. rental
  • The Ask: Investment to accelerate technology acquisition and platform development

Key Talking Points​

Credibility Builders​

  • Skailed's production SaaS revenue ($2K-$6K/month per client)
  • APAC Search Awards 2024 finalist status
  • Mirage's 4B+ views and 99% creator retention
  • Zuti's +245% YoY revenue growth with luxury brands

Defensibility Arguments​

  • Data network effects: More creators → better AI → more value
  • Vertical integration: Own creation → distribution → monetization stack
  • Technology aggregation: Buy proven assets, integrate into unified platform
  • First-mover advantage in integrated creator economy platform

Risk Mitigation​

  • Foundation-first approach provides immediate revenue and credibility
  • Proven technology assets reduce execution risk vs. building from scratch
  • Clear prioritization of gaps (Critical → Important → Opportunistic)
  • Integration roadmap with defined phases and milestones

Supporting Documentation​

All slides reference the comprehensive Technology Synthesis for detailed technical analysis, company assessments, and strategic frameworks.

Usage Notes​

  • Each slide is formatted in Markdown for easy conversion to presentation software
  • Visual diagrams use ASCII art for compatibility (recommend converting to graphics)
  • Tables and matrices designed for clear executive-level communication
  • All financial estimates clearly labeled as estimated
  • Timeline alignment with formation strategy phases maintained throughout

Last Updated: 2025-12-15