# 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 | Category | VC Firm | Why They Fit & What to Pitch | Key AI/Gaming Investments | | :--- | :--- | :--- | :--- | | **AI-Native Giants** | **Andreessen Horowitz (a16z)** | Understands category-defining platforms in AI, gaming, and health. Pitch the full "Therapeutic Entertainment" vision. | OpenAI, Character.ai, Perplexity | | | **Greylock Partners** | Deep history in foundational tech and agents. Pitch the "Emotional OS" and the multi-agent architecture. | Adept, Character.ai, Inflection | | | **Lightspeed Venture Partners** | Strong AI/ML and enterprise SaaS practice. Pitch the B2B platform and modular architecture for white-labeling. | Anthropic, Stability AI, Epic Games | | **Deep Tech & Science** | **Radical Ventures** | AI-native fund focused exclusively on deep, technical moats. Pitch the simulation engine and the science-backed therapeutic arcs. | Cohere, Waabi, Character.ai | | | **Lux Capital** | Invests in deep technology at the edge of science. Pitch the "Human-Centered Intelligent Systems" framework and the potential for new discoveries. | Anduril, Clarifai, Recursion | | | **Khosla Ventures** | Likes bold, world-changing "moonshot" ideas. Pitch the grand vision of a personalized, emotionally aware metaverse. | OpenAI, Vicarious, Ginger.io | | **Gaming & Interactive Media** | **Makers Fund** | Specialist fund for interactive entertainment. They understand engagement, retention, and virtual economies. Pitch the "game first" approach. | Roblox, VRChat, Dream-VR | | | **Bitkraft Ventures** | Global investment platform for gaming and Web3. They get the intersection of synthetic reality and platforms. Pitch the modularity and future UGC potential. | Epic Games, Discord, Immutable | | | **Griffin Gaming Partners** | One of the largest gaming-focused VC firms. Pitch the "Therapeutic Entertainment" category and the D2C revenue model. | Spyke Games, Forte, Frost Giant | | **Digital Health & Therapeutics** | **General Catalyst** | Strong, dedicated digital health practice. They understand the healthcare system and B2B partnerships. Pitch the B2B white-label for providers. | Headspace, Livongo, Ro | | | **Bessemer Venture Partners** | Deep experience in both SaaS and healthcare. Pitch the scalable B2B platform and the data-driven measurement module. | LinkedIn, Shopify, Hinge Health | | | **F-Prime Capital** | Fidelity's venture arm with a strong healthcare and tech focus. They appreciate clinical rigor and data. Pitch the path to clinical validation. | Devoted Health, Quartet Health | --- ## 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).