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Supporting Documentation Index

This directory contains comprehensive supporting documentation for the Sixth Wall Holdings PE pitch deck and proposal. All documents provide detailed analysis, financial frameworks, and company profiles that substantiate the strategic recommendations.

Directory Structure​

1. Technology Synthesis​

Location: technology-synthesis/

Comprehensive technology analysis combining all portfolio companies and strategic technology recommendations.

Contents:

  • 01-full-synthesis.md - Complete technology synthesis document (40+ pages)
    • Market context and creator economy landscape
    • Detailed technology analysis of all three acquisition targets
    • Technology gap analysis and recommendations
    • Integration roadmap (18-month plan)
    • Acquisition strategy for critical technology gaps
    • Risk assessment and mitigation strategies

Purpose: Primary technical reference document supporting all technology-related claims in the pitch deck and proposal.

Key Sections:

  • Executive Summary (findings and validation)
  • Portfolio Company Technology Analysis
  • Technology Fit Assessment
  • Integration Roadmap (3 phases)
  • Acquisition Strategy Recommendations
  • Investment Summary

2. Company Analyses​

Location: company-analyses/

Individual deep-dive analyses of each target acquisition company, including technology assets, strategic fit, and due diligence recommendations.

Contents:

01-zuti-digital.md​

Company: Zuti Digital (Key Biscayne, FL) Role: Pillar 3 - Brand & Intelligence Fit Score: 7/10

Key Sections:

  • Company profile and business overview
  • Service offerings and technical capabilities
  • Client portfolio (luxury brands: Chanel, Gucci, Coach, etc.)
  • Performance track record (26 clients, 2018-2022)
  • Technology assets (SEOHero, Redirect Mapper)
  • Strategic fit analysis
  • Risk factors and recommendation

Highlights:

  • Proprietary SEO automation tools
  • Deep luxury/fashion expertise
  • +245% YoY revenue growth (short-term)
  • Full performance marketing stack

02-mirage.md​

Company: Mirage Digital LLC Role: Pillar 1 - Creator Infrastructure Fit Score: 9/10

Key Sections:

  • Company profile and leadership team
  • Business model and revenue streams
  • Platform partnerships (Snapchat, Samsung, Roku)
  • Content portfolio (300+ creators, 60+ active shows)
  • Financial performance (50% EBITDA margins)
  • Technology assets (CRM, DRM/Pro Tap)
  • Strategic fit and integration opportunities

Highlights:

  • 300+ creator partners, 99% retention
  • 4B+ total views, 10K+ hours content
  • Proprietary CRM (operational Summer 2025)
  • DRM subsidiary (Pro Tap)
  • Strong alignment with Pillar 1 strategy

03-impressive-skailed.md​

Company: Impressive Digital / Skailed™ (Melbourne, Australia) Role: Pillar 2 - Technology Platform (SaaS) Fit Score: 8/10

Key Sections:

  • Company profile and positioning
  • Product suite (Programmatic SEO, Smart Links, Rocket Indexer, Precision Rank)
  • Technology architecture and integrations
  • Business model (Agency + SaaS dual revenue)
  • Strategic fit for creator commerce
  • Competitive analysis and market position

Highlights:

  • Genuine SaaS business with recurring revenue
  • Proven results (Zanui case: 0 → 6,700 monthly traffic)
  • Scalable technology (API-first architecture)
  • International expansion opportunity
  • $24K-$72K annual contract value per client

3. Financial Frameworks​

Location: financial-frameworks/

Detailed financial analysis and investment frameworks for technology build and acquisition budgets.

Contents:

01-investment-framework.md​

Purpose: Comprehensive financial planning for technology investments

Key Sections:

Build Budget ($16-24M over 3 years):

  • Platform Development: $7-10M
  • Data Infrastructure: $3-5M
  • AI/ML Capabilities: $3.5-5.5M
  • Integration Work: $2.5-3.5M

Acquisition Budget ($40-135M):

  • Critical Gaps: $25-80M (influencer intelligence, analytics)
  • Important Gaps: $10-35M (community, content tools)
  • Opportunistic: $5-20M (link-in-bio, AI tools, marketplace)

Integration Costs by Phase:

  • Phase 1 (Months 1-6): $1.5-2.5M - Foundation
  • Phase 2 (Months 6-12): $2-3M - Integration
  • Phase 3 (Months 12-18): $2-4M - Intelligence

Additional Analysis:

  • Total technology investment summary
  • Investment pacing strategy (conservative/moderate/aggressive)
  • ROI considerations and valuation impact
  • Risk-adjusted investment framework
  • Contingency reserves (10-15% recommended)
  • Funding strategy recommendations

Investment Scenarios:

  • Conservative: $64.4M (with contingencies)
  • Moderate: $115M (with contingencies)
  • Aggressive: $182.9M (with contingencies)

Document Relationships​

How Documents Support the Pitch Deck​

Pitch Deck Slides → Supporting Documentation:

  1. Market Opportunity Slides ↔ technology-synthesis/01-full-synthesis.md (Market Context section)
  2. Technology Strategy Slides ↔ technology-synthesis/01-full-synthesis.md (Integration Roadmap)
  3. Acquisition Targets Slides ↔ company-analyses/01-zuti-digital.md, 02-mirage.md, 03-impressive-skailed.md
  4. Financial Requirements Slides ↔ financial-frameworks/01-investment-framework.md
  5. Technology Gaps Slides ↔ technology-synthesis/01-full-synthesis.md (Gap Analysis section)

How Documents Support the Proposal​

Proposal Sections → Supporting Documentation:

  1. Executive Summary ↔ All synthesis documents (executive summaries)
  2. Strategic Rationale ↔ technology-synthesis/01-full-synthesis.md (Thesis Validation)
  3. Portfolio Company Overview ↔ company-analyses/ (all three companies)
  4. Technology Integration Plan ↔ technology-synthesis/01-full-synthesis.md (Integration Roadmap)
  5. Financial Requirements ↔ financial-frameworks/01-investment-framework.md
  6. Risk Management ↔ technology-synthesis/01-full-synthesis.md (Risk Assessment)

Usage Guidelines​

For Investment Committee Review​

Initial Review (1-2 hours):

  1. Read 00-SUPPORTING-INDEX.md (this document)
  2. Review technology-synthesis/01-full-synthesis.md (Executive Summary and Conclusion)
  3. Scan financial-frameworks/01-investment-framework.md (Investment Summary)

Deep Dive (4-6 hours):

  1. Full read of technology-synthesis/01-full-synthesis.md
  2. Review all three company analyses in company-analyses/
  3. Study financial-frameworks/01-investment-framework.md (all sections)

Due Diligence Preparation:

  • Each company analysis includes "Key Due Diligence Items" section
  • Technology synthesis includes risk assessment frameworks
  • Financial frameworks include contingency planning

For Technical Review​

Technology Team Focus:

  1. technology-synthesis/01-full-synthesis.md - Technology Assets, Gap Analysis, Integration Roadmap
  2. Each company analysis - Technology Assets sections
  3. Risk assessment sections across all documents

Financial Team Focus:

  1. financial-frameworks/01-investment-framework.md - Complete document
  2. technology-synthesis/01-full-synthesis.md - Investment Summary section
  3. Each company analysis - Financial Performance sections

Document Maintenance​

Version Control:

  • All documents dated: December 2025
  • Classification: Confidential
  • Prepared for PE Investment Committee

Updates Required If:

  • Market data changes significantly
  • Company financials update
  • Technology landscape shifts
  • Acquisition targets modify pricing
  • Integration timeline adjustments needed

Quick Reference​

Key Numbers Summary​

Total Technology Investment Range: $56-159M over 3 years

  • Build: $16-24M
  • Acquire: $40-135M

Portfolio Company Fit Scores:

  • Mirage Digital: 9/10 (Pillar 1 - Creators)
  • Impressive/Skailed: 8/10 (Pillar 2 - Technology)
  • Zuti Digital: 7/10 (Pillar 3 - Brand & Intelligence)

Integration Timeline: 18 months to operational CreatorOS platform

Critical Technology Gaps:

  1. Creator Discovery / Influencer Intelligence
  2. Cross-Platform Analytics
  3. Unified Data Platform
  4. Fraud Detection / Verification

Market Opportunity: $250B → $480B creator economy (24% CAGR)

Contact for Questions​

For questions about:

  • Technology Analysis: Review technology synthesis document
  • Financial Models: Review financial frameworks document
  • Company Details: Review individual company analyses
  • Integration Planning: Review technology synthesis roadmap sections

Supporting Documentation Index - Sixth Wall Holdings Prepared for PE Investment Committee Classification: Confidential Last Updated: December 2025