Sixth Wall Holdings Engagement Summary
Project: Technology Thesis Development for PE Pitch Deck Client: Frank Weil & Lance Pillersdorf Prepared by: SkaFld Studio Date: December 2025
Executive Summary
Sixth Wall Holdings requires technology-specific content to address PE feedback on their current pitch deck. We've reviewed all provided materials and are prepared to deliver PE-ready slides within 5-7 business days.
Core Need: PE requested clearer technology point-of-view, acquisition technology mapping, and build/buy/partner analysis.
Our Solution: 4-5 slides with supporting documentation that transforms generic platform positioning into a specific acquisition thesis with technology fit analysis and integration roadmap.
Key Deliverables
Primary: PE Pitch Deck Technology Section
- Slide 1: Technology Thesis & POV
- Slide 2: Creator Ecosystem Technology Needs
- Slide 3: How Acquired Technology Fits
- Slide 4: Gap Analysis & Roadmap
- Slide 5: Platform Vision
Supporting Documentation
- Technology Synthesis Document — Analysis backing all slides
- Company Technology Mapping — How each acquisition fits your thesis
Add-Ons (Options B & C)
- Canva/PPT design integration
- Presentation coaching
- Supporting documentation package
- Ongoing due diligence support
Investment Options
Option A: Technology Strategy Package
Investment: $12,000 fixed fee Timeline: 1 week
What You Get: Complete technology strategy deliverable including:
- 4-5 PE-ready slides
- Technology Synthesis Document (full analysis)
- Company technology mapping
- Supporting documentation package
- 2 rounds of revisions
Best For: Complete technology strategy development for PE presentation with comprehensive supporting materials.
Option B: Ongoing Technology Partnership
Investment: $15,000/week OR $40,000/month retainer (month-to-month, cancel with 30-day notice)
What You Get: Everything in Option A, plus:
- Per-acquisition due diligence (up to 2/month)
- PE Q&A preparation (up to 2 meetings/month)
- Monthly strategy call (1 hour)
- Priority support (up to 10 hours/month)
- 3 rounds of revisions
Best For: Ongoing PE process support through close and post-acquisition integration.
Deliverables Comparison
| 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 |
Timeline
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: Ongoing Engagement
| Activity | Frequency |
|---|---|
| Strategy call | Monthly (1 hour) |
| 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 |
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
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 SkaFld Studio charles@skafldstudio.com
Proposal Validity: 30 days from issue date