Document Analysis Index
Key Findings
Client Deck Analysis Summary
Critical Discovery: The Sixth Wall Overview Deck (Sixth Wall Overview Deck - Charles.pdf) is vision-strong but evidence-light:
What's Missing from Client Deck:
- No acquisition targets named - Mirage, Impressive/Skailed, and Zuti are not mentioned
- No concrete technology assets - All technology discussion is aspirational
- No financial projections - No revenue targets, EBITDA, or acquisition budgets
- Pillar numbering inconsistent - Pages 3 vs 9-11 show different ordering
- No competitive moat articulation - Defensibility not clearly established
How Our Deliverables Fill the Gaps:
- Technology Thesis - Provides missing "why tech matters" narrative
- Acquisition Mapping - Names and analyzes specific targets with fit scores
- Financial Framework - Investment committee-ready budget analysis ($16-24M build, $40-135M acquisition)
- Integration Strategy - Concrete 18-month roadmap showing 1+1+1 > 3
- Defensibility - Articulates data network effects moat
Strategic Implication: Client deck presents vision without foundation. Our deliverables transform it from aspirational to actionable by showing exactly what's being acquired and why.
Source Documents
| Document | Type | Company | Summary Link |
|---|---|---|---|
| Sixth Wall Project Brief.pdf | Email/Brief | Sixth Wall Holdings | Summary |
| Sixth Wall Technology Thesis.pdf | Strategy Deck | Sixth Wall Holdings | Summary |
| _Sixth Wall Overview Deck - Charles.pdf | PE Investment Pitch | Sixth Wall Holdings | Summary ⚠️ |
| Mirage Company Deck 2025.pdf | Investment Deck | Mirage Digital | Summary |
| Skailed SaaS Products - Impressive.pdf | Product Overview | Impressive/Skailed | Summary |
| Zuti Agency Intro.pdf | Agency Pitch | Zuti Digital | Summary |
Note: ⚠️ indicates document with critical findings requiring deliverable integration
Target Companies Under LOI
| Company | Website | Analysis Link |
|---|---|---|
| Zuti Digital | https://zutidigital.com/ | Analysis |
| Mirage | https://www.mirage.video/ | Analysis |
| Impressive | https://impressive.com.au/ | Analysis |
Companies in Discussions (No LOI Yet)
- Influencer Intelligence Data Platform (unnamed)
- Celebrity Brand Agency (unnamed)
Critical Issues Identified
Pillar Numbering Inconsistency (Client Deck)
The Sixth Wall Overview Deck contains conflicting pillar ordering:
| Location | Pillar 1 | Pillar 2 | Pillar 3 |
|---|---|---|---|
| Page 3 | Creators | Technology | Brand & Intelligence |
| Pages 9-11 | Brand & Intelligence | Creators | Technology |
Impact: Undermines strategic clarity and may confuse PE investment committee.
Recommendation: Establish definitive numbering (suggest: Brand → Creators → Technology to align with Pages 9-11 detailed analysis).