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Document Summary: Sixth Wall Overview Deck

Source: inputs/_Sixth Wall Overview Deck - Charles.pdf Type: PE Investment Pitch Deck Pages: 20 Date: December 2025 Prepared for: Private Equity Investment Committee

Executive Summary​

This is the ACTUAL client deck being presented to PE investors. It presents Sixth Wall Holdings as "A Content, Commerce and Creator Platform" targeting the $480B creator economy. The deck establishes vision and team credentials but notably lacks specific acquisition targets or concrete technology assets.

Document Structure​

SectionPagesContent
Vision & Positioning1-2Title, "Creators are the new Hollywood" thesis
Company Overview3-5Three-pillar model, ecosystem offering
Market Opportunity6$480B market, 207M creators, ad revenue data
Business Model7-8Creator tiers, ecosystem thesis
Pillar Deep Dives9-11Brand, Creators, Technology details
Technology Platform12Two-layer architecture concept
Growth Strategy13-16Opportunities, differentiators, timeline
Team17-18Leadership bios
Closing19-20Contact information

Key Information Extracted​

Three-Pillar Model​

CRITICAL FINDING: Pillar numbering is INCONSISTENT within the deck

PagePillar 1Pillar 2Pillar 3
Page 3CreatorsTechnologyBrand & Intelligence
Pages 9-11Brand & IntelligenceCreatorsTechnology

This inconsistency creates confusion for PE audience and undermines credibility.

Market Sizing (Page 6)​

MetricValueSource
Creator Economy Size (2027)$480 BNIndustry projections
Professional Creators207 MGlobal count
Ad Revenue (US)$64.9 BSocial platforms
Premium Advertising92%Advertisers considering
Brand Partnership Preference75%+Brands vs agency
Platform Monetization$17.2 BYouTube Creator revenue

Creator Tier Structure (Page 7)​

TierFollowersDescription
Emergent<100KGrowing creators
Professional100K-1MEstablished presence
Venture1M+Major creator businesses

Technology Platform Architecture (Page 12)​

Layer 1: Administration + Back-Office

  • Core operations infrastructure
  • Portfolio management systems

Layer 2: Portfolio Business Operating Systems

  • Creator-facing tools
  • Business operations support

Three Technology Pillars (as shown on Page 12):

  1. Brands & Intelligence: Discovery, management, marketing
  2. Creator Infrastructure: Commerce, publishing, distribution
  3. Data & Analytics: Platform intelligence, performance tracking

Timeline (Page 16)​

PhaseTargetActivities
Q4 2025LaunchPlatform foundation
Q1 2026Funding/AcquisitionsCapital deployment
Q3 2026Tech InvestmentsTechnology buildout
Q1 2027IterateOptimization cycle

Team (Pages 17-18)​

NameRole/Background
Ruth MortimerMarketing leadership (ex-Newsweek, Campaign)
Lance PillersdorfSixth Wall co-founder, entertainment industry
Stephen KassinInvestment background
Jason KassinTechnology/operations
Rob LevyMedia industry executive
Steve LubinFinancial operations
Ed McCormickStrategic advisory
Frank WeilSixth Wall leadership

Critical Gaps Identified​

1. No Specific Acquisition Targets​

The deck mentions "acquisition focus" and "bolt-on acquisitions" but provides ZERO named targets:

  • Mirage: NOT MENTIONED
  • Impressive/Skailed: NOT MENTIONED
  • Zuti Digital: NOT MENTIONED

2. No Concrete Technology Assets​

Technology section is entirely aspirational:

  • No existing SaaS products shown
  • No revenue-generating tech platforms
  • No proprietary technology demonstrated
  • "AI and ML-driven technologies" without specifics

3. No Financial Projections​

Missing from deck:

  • Revenue targets
  • EBITDA projections
  • Acquisition budget
  • Build vs. buy analysis
  • Integration cost estimates

4. Pillar Confusion​

Inconsistent pillar numbering undermines strategic clarity and may confuse investment committee.

5. No Competitive Moat Articulation​

While "Why Sixth Wall?" slide exists, it lacks:

  • Defensibility analysis
  • Data network effects explanation
  • Proprietary technology advantages
  • Barriers to entry

Comparison to Our Deliverables​

ElementClient DeckOur Deliverables
Acquisition TargetsNone namedMirage, Skailed, Zuti - detailed
Technology AssetsAspirational onlySpecific products mapped
Financial ModelsNone$16-24M build, $40-135M acquisition
Fit ScoresNoneMirage 9/10, Skailed 8/10, Zuti 7/10
Gap AnalysisNoneComprehensive build/buy/partner matrix
Integration RoadmapGeneric timeline18-month phased approach
Competitive MoatVague "ecosystem"Data network effects flywheel

Strategic Implications​

Our Deliverables Fill Critical Gaps​

  1. Technology Thesis: We provide the "why tech matters" narrative the deck lacks
  2. Acquisition Mapping: We name and analyze specific targets with fit scores
  3. Financial Framework: We provide investment committee-ready budget analysis
  4. Integration Strategy: We show how 1+1+1 > 3 through concrete roadmap
  5. Defensibility: We articulate the data network effects moat

Proposal Positioning Opportunity​

The client deck is vision-heavy but evidence-light. Our deliverables transform it from:

  • "We want to build a technology platform" → "Here's exactly what we're acquiring and why"
  • "AI and ML-driven" → "Skailed's SaaS tools + Mirage's Creator CRM + Zuti's analytics"
  • "Ecosystem model" → "Quantified synergies with integration roadmap"

Recommendations for Deliverable Refinement​

Immediate Actions​

  1. Fix Pillar Consistency: Establish definitive numbering (recommend: Brand → Creators → Technology)
  2. Add Acquisition Section: Insert our Slide 3 content directly into their deck
  3. Technology Proof Points: Lead with Skailed's existing SaaS products
  4. Financial Anchoring: Include key budget figures for credibility

Messaging Alignment​

Shift from our "vision-first" approach to "foundation-first":

  • Lead with proven assets (Skailed SaaS revenue, Mirage distribution network)
  • Then paint unified CreatorOS vision
  • This addresses PE's "show me what you have" mentality

Summary prepared by SkaFld Studio | December 15, 2025