SLIDE 1: Sixth Wall Technology Thesis
NOT ANOTHER AI STARTUP — BUT POWERED BY AI
The Thesis
Sixth Wall is building the operating system for the creator economy — a unified technology platform that connects creators, content, commerce, and brands.
We're not starting from scratch. Our foundation-first strategy means acquiring proven technology assets with revenue-generating SaaS products (like Skailed's production tools), operational infrastructure (like Mirage's content distribution), and brand intelligence capabilities (like Zuti's analytics) — then integrating them into a unified CreatorOS platform.
Core Belief
Content isn't just creative — it's capital. The winners in the creator economy will be those who can aggregate, automate, and monetize across the entire value chain.
Three-Pillar Technology Strategy
┌─────────────────────────────────────────────────────────────────────┐
│ CreatorOS │
│ Unified Data & AI-Driven Operating System │
├─────────────────┬─────────────────────┬─────────────────────────────┤
│ PILLAR 1 │ PILLAR 2 │ PILLAR 3 │
│ CREATORS │ TECHNOLOGY │ BRAND & INTELLIGENCE │
├─────────────────┼─────────────────────┼─────────────────────────────┤
│ • Content Tools │ • Creation Tools │ • Social Listening │
│ • Publishing │ • Distribution │ • Performance Analytics │
│ • Analytics │ • AI & Automation │ • Campaign Optimization │
│ • Monetization │ • Data Platforms │ • Attribution Tools │
│ • Community │ • Commerce Systems │ • Competitive Intelligence │
└─────────────────┴─────────────────────┴─────────────────────────────┘
Technology Layers
Layer 1: Administration + Back-Office
Shared services infrastructure: Finance, Accounting, CRM, HR, Legal, IT
Layer 2: Portfolio Business Operating Systems
Individual portfolio company technology stacks connected via CreatorOS
Layer 3: CreatorOS Platform
Unified data layer, AI automation, cross-company intelligence
The Moat
| Competitive Advantage | Description |
|---|---|
| Data Network Effects | More creators + brands = richer data = better AI = more value |
| Vertical Integration | Own the stack from content creation to monetization |
| Technology Aggregation | Buy point solutions, integrate into unified platform |
| Operational Leverage | Shared infrastructure reduces costs across portfolio |
Investment Thesis Summary
Foundation-First Approach:
- Acquire proven technology assets with existing revenue (e.g., Skailed's SaaS products, Mirage's DRM subsidiary)
- Connect via shared data and technology infrastructure (CreatorOS platform layer)
- Automate operations using AI across the portfolio
- Scale through network effects and cross-selling
This approach provides immediate credibility through working technology while building toward the integrated platform vision.
Supporting Documentation: Technology Synthesis