WalkXR AI: Investor Thesis & Outreach Playbook

This document outlines the investment thesis for WalkXR AI and provides a detailed, actionable playbook for fundraising from top-tier, AI-native VCs. It is a living document, updated as of June 2025.

Investment Thesis: Defining a New Category

WalkXR is not just a wellness app, an AI chatbot, or a game. It is creating a new category of Therapeutic Entertainment. We combine immersive, game-based engagement with a sophisticated, emotionally intelligent AI backend to deliver deeply personalized experiences that drive lasting behavior change.

Our vision is ambitious, but our go-to-market is surgically focused. Here is how we will win:

The Wedge: The 'Small Talk Roleplay Companion'

Our entry point is a single, high-impact agent: a roleplay companion for the Small Moments Walk. This agent helps users practice and navigate vulnerable conversations and awkward small talk. This focused use case is designed to:

• Solve a Real, Painful Problem: Social anxiety is rampant, and a tool to practice these moments has immediate value.
• Prove the Core Loop: Demonstrate that an AI agent can provide a safe, effective, and engaging therapeutic experience.
• Generate High-Quality Data: Capture initial data on user interactions, emotional responses, and agent performance to feed our development loop.

The Scaling Plan: From Agent to OS

Once the initial agent is perfected, we scale methodically:

1. The Crew: We build out a full "crew" of specialized agents for the Small Moments Walk (e.g., a Reflection Coach, a Tone Translator, a Ritual Generator), all orchestrated by LangGraph to work in concert.
2. New Walks, New Worlds: We deploy our agent framework to new Walks with distinct purposes (e.g., Climate Change Education, Music Discovery, Athlete Career Transition, Diabetes Management), leveraging our modular architecture.
3. The WalkXR Emotional OS: The ultimate vision. A persistent, multi-platform ecosystem where user memory and context are shared across all Walks and sessions. The OS learns the user over time, orchestrating a deeply personalized journey of growth and play, potentially evolving into a metaverse of intelligent NPCs and player-characters.

Our Five-Layer Defensible Moat

Our competitive advantage is not a single feature but a compounding, multi-layered moat:

1. Immersive Gameplay & Engagement: We are a game platform first. Our core loops (Play, Ritual, Practice, Story) create a sticky, high-retention experience that traditional wellness apps cannot match. High engagement is the foundation of our data advantage.
2. Proprietary Data from the Simulation Engine: Our automated simulation system generates unique, structured JSON data on emotional arcs and user friction before a single user signs up. This allows us to pre-train and fine-tune emotionally aware agents, giving us an uncopyable head start.
3. The Agentic Crew & Orchestration: Our advantage isn't one agent, but a crew of them working together. Our expertise in stateful, LangGraph-based orchestration creates complex, emergent behaviors that are far more powerful than single-purpose bots.
4. Modular B2B Platform Architecture: The entire system (agents, environments, rituals) is built with modularity in mind. This allows us to create custom, white-label experiences for partners (universities, healthcare systems, corporations) by simply fine-tuning our RAG and memory systems with their proprietary data—a highly scalable, high-margin revenue stream.
5. Long-Term Personalization Network Effect: The more a user interacts with the WalkXR OS, the more it learns, and the more valuable it becomes. This deep personalization, persistent across all experiences, creates a powerful lock-in effect that is impossible for competitors to replicate without the user's entire interaction history.

A Dual Revenue Strategy: D2C & B2B

Our strategy is designed to capture two distinct, high-growth markets through a phased approach:

1. Direct-to-Consumer (D2C) - The Engagement Engine: We begin by launching WalkXR as a D2C subscription service. This "game-first" approach allows us to build a strong brand, cultivate a dedicated user base, and generate a proprietary dataset of human-AI interaction in a therapeutic context. This is our engine for growth and data acquisition.

2. Business-to-Business (B2B) - The Platform Play: The long-term vision is to license our core technology, the WalkXR OS. This includes our multi-agent orchestration framework, our simulation engine, and our library of therapeutic modules. We will offer this as a white-label platform for healthcare providers, corporate wellness programs, and other digital health companies, enabling them to build their own emotionally intelligent applications.

This dual strategy allows us to build a beloved consumer product while creating a highly defensible, scalable B2B platform, positioning WalkXR as a foundational player in the future of digital well-being.

Tier 1 VC Target List: A Categorized Approach

Collaborative Outreach Playbook (Roman & Ben)

This is a shared, repeatable process for systematically engaging our target list.

Phase 0: Pre-Outreach Setup (The Foundation)

• Action (Roman): Create a shared CRM/tracker (Notion or Google Sheet) with columns: Firm, Target Partner, Category, Point Person, Status, Connection Path, Last Contact, Next Step.
• Action (Ben): Review the initial target list and add any high-priority personal contacts or firms.
• Action (Both): Finalize the core assets: the 5-slide teaser deck and the 90-second demo video. Agree that these are locked and ready for distribution.

Phase 1: Intelligence & Targeting (The Hunt)

• Action (Both): Divide the target list. For each firm, identify the single best partner to approach based on their portfolio, thesis, and public statements.
• Action (Roman): Focus on partners with a deep AI/ML or technical background.
• Action (Ben): Focus on partners with a gaming, digital health, or GTM background, and map his network for potential warm intros.
• Action (Both): Hold a weekly 30-minute sync to review findings, confirm target partners, and assign a Point Person for each outreach.

Phase 2: The Warm Introduction Campaign

• Action (Ben): Initiate contact with his network for the highest-priority warm introductions. Use the forwardable email template below.
• Action (Roman): For targets where no warm intro exists, begin a "soft" outreach campaign (e.g., thoughtful engagement on Twitter/X or LinkedIn) to get on their radar before a cold email.
• The Forwardable Email Template (to be sent by your contact):
  • Subject: Intro: Roman Didomizio (WalkXR) <> [Target Partner Name] (VC Firm)
  • Body:

    "Hi [Partner Name],

    Hope you're well. Writing to connect you with Roman Didomizio of WalkXR.

    They're creating a new category of Therapeutic Entertainment—a game platform with an AI-powered "Emotional OS" to make mental wellness engaging and deeply personal. Their wedge is a roleplay agent for social anxiety, and their moat is a unique simulation engine for training agents.

    Given your focus on [agentic AI / gaming / etc.], I thought it was a compelling fit. Open to a brief intro?"

Phase 3: First Contact & The Hook

• Action (Point Person): Once the intro is made, reply-all within 2 hours. Attach the teaser deck and the demo video link.
• The Goal: The only goal is to secure a 20-minute meeting. End with a clear CTA: "Are you available for a brief call next week to walk you through our vision?"

Phase 4: The Pitch & Diligence

• Action (Both): Join the first call. Roman leads the tech/product vision, Ben leads the market/GTM vision.
• Action (Roman): Prepare a more detailed technical deck and have answers ready for the "Killer Questions" (see below).
• Action (Ben): Prepare a GTM and financial model slide deck.
• Action (Roman): Prepare a preliminary Data Room (in a secure folder) containing: a technical architecture diagram, examples of simulation data (JSON), the full pitch deck, and team bios. This shows you are prepared and professional.

Key Diligence Questions to Prepare For:

1. "How is this not just a feature of Character.ai or OpenAI?" (Answer: Vertical focus, therapeutic validation, stateful orchestration).
2. "What's the core data loop and how does it compound?" (Answer: Gameplay -> Agent Interaction -> Simulation -> Fine-tuning -> Better Gameplay).
3. "What's the go-to-market for the B2B platform?" (Answer: Pilot with partners from our network, then build a repeatable sales motion).
4. "How do you solve the 'cold start' problem for personalization?" (Answer: The simulation engine and the structured onboarding in the first Walk).
5. "What is the key technical challenge you're most worried about?" (Answer: Latency and reliability for the multi-agent orchestration at scale).