# FIRY Investor Deck: Gaming, Payments, and AdTech Platform
> Explore FIRY's 2026 growth strategy: a compounding ecosystem spanning AdTech (RZR), gaming (Skillz), and social sweepstakes (Yayz).

Tags: investor-presentation, gaming-industry, adtech, digital-payments, fintech, market-valuation, platform-economy
## FIRY: A Compounding Platform Across Gaming, Payments, and AdTech
* Investor presentation (2026) focusing on vertical integration and future growth.

## FIRY in One Page
* Spans B2C demand, B2B distribution, and AdTech monetization.
* Shared data, payments, and identity drive the growth flywheel.

## Market Mispricing Analysis
* Market sees a single shrinking gaming asset; reality is a diversified platform.
* Assets include: RZR AdTech platform, Developer SDK, $65M+ tax assets, and litigation upside.

## The Compounding Flywheel
* **Demand:** Skillz & Yayz drive repeat engagement.
* **Distribution:** SDK enables competition and payments.
* **Monetization:** RZR monetizes first-party data via programmatic ads.

## Financial Growth Inflection
* Revenue bottomed in Q4 2024.
* Sustained sequential growth resumes through 2025.

## Portfolio Overview
* **Operating Businesses:** RZR (Aarki), Skillz (B2C & B2B), Yayz (Social Casino).
* **Hidden Assets:** ~$67M Net Cash, ~$55M-65M NOLs (Tax Assets), Fair Play litigation optionality.

## RZR: The AdTech Engine
* High-margin mobile UA, retargeting, and SSP.
* Uses AI and first-party data to optimize ROAS across the open web and CTV.

## Skillz: The Platform Layer
* Consolidated gaming operations providing identity and liquidity.
* Includes B2C competitive tournaments and B2B developer tools.

## Valuation Disconnect
* Internal estimates of intrinsic value (~$200B scale on chart) significantly exceed current market cap ($80 scale on chart).

## Investment Summary: Built to Compound
* Turnaround complete with revenue inflection achieved.
* Ecosystem moat established via shared data and payments.
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