Private Draft for
Advisors & Friends

Scaling Real-World Experience

The Orion Product Fundraise Deck

Confidential · October 2026

Vision

Orion will power experience at the edges of this planet and beyond

The mission

IMXP will make it possible to create real-world experiences in close to real time.

Orion supports 'idea-to-event' the way that Cursor enabled prompt-to-app.

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Market

People spend over $1.1 trillion a year on experiences.

The Experience Economy is expected to double in the next decade.

Thesis

We think this is too low — technology will unlock huge long-tail growth

How big

TAM$1.1–1.3TExperience Economy
SAM$250–310BPaid experiences, like concerts
SOM$100BFestival Tourism, like IMXP

How fast

Live music revenue ($B)

34.62024

38.22025

52.62030forecast

67.12035forecast

Recent deals: KKR bought Superstruct's 80+ festivals (~€1.3B) · Fever, owner of DICE, raised at a reported ~$5.2B valuation · Penske took full control of SXSW.Deals: KKR bought Superstruct (~€1.3B) · Fever raised at ~$5.2B · Penske took over SXSW.

Sources: McKinsey & Skift (2024) · Goldman Sachs (2025) · Live Nation (2026) · WEF (2025) · Billboard, MBW, TheWrapSources: McKinsey & Skift · Goldman Sachs · Live Nation · WEF · Billboard · MBW · TheWrap

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The problem

The Entertainment Industry is stuck in the past

A fast-growing industry needs the tools that create efficiency and optimization, not just low-margin scale.

Demand is a guess.
The plan starts from zero.
What the crew learns leaves with them.

Live Nation concerts, 2025

97¢

of every concert dollar went to costs.

Costs 96.7%Margin 3.3%

Even at a record 159M fans.

Source: Live Nation annual filings, Concerts segment, 2025. Costs = revenue minus adjusted operating income.

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The solution

Orion is the end-to-end copilot for event production

It plans, tracks and remembers the details every event depends on.

Test demand first
Pre-sales prove the event before the big spend.
Plan from real numbers
Real lead times and each team's work for today.
Keep what crews learn
Every decision saved with its reason and outcome.

Project Orion demo

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Iceland Eclipse guests watching totality

Traction

Orion already runs at IMXP

Orion was live at Iceland Eclipse 2026, capturing the activity of 4,200 participants from 75+ countries and supporting over $6M in revenue.

Ran live at Iceland Eclipse

Support inbox
Slack approvals
Meeting capture
Decision log

120+decisions on record

2 of 42027 events vetted by Orion

Source: IMXP, as of Sep 2026.

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Build crew constructing Iceland Eclipse infrastructure

Roadmap

Four events in 2027. Four product deadlines.

Each one ships part of Orion and proves it on real users.

Aug–Oct 2026Nov 2026–Feb 2027Mar–Jun 2027Jul–Aug 2027

Build

Demand testingMarketingPlanningDaily coaching

Prove

Coherence: live demand testEgypt: full lifecycle at scaleM. Sun: memory test

Learn

Iceland → templateCoherence + AtomikaM. Sun + Egypt

Gates

Oct 15 Iceland data lockedMar Orion beta at CoherenceDec 15 Planning go/no-goMay Orion release at AtomikaAfter Egypt Decide: scale IMXP or offer Orion

Today

Oct 15, 2026Iceland data locked
Dec 15, 2026Planning go/no-go
Mar 19–22, 2027Orion beta at Coherence, Austin
May 7–9, 2027Orion release at Atomika, Roswell
Jul 9–11, 2027Memory test at Midnight Sun, Reykjavík
Jul 30–Aug 9, 2027Full lifecycle at Egypt Eclipse, Luxor
After EgyptDecide: scale IMXP or offer Orion

Building alongside: demand testing, planning, marketing and daily coaching.

CoherenceAustin, TXMar 19–22, 2027
AtomikaRoswell, NMMay 7–9, 2027
Midnight SunReykjavíkJul 9–11, 2027
Egypt EclipseLuxor & Greater EgyptJul 30–Aug 9, 2027

Beyond 2027: Australasia Eclipse 2028, Apophis 2029, South Africa Eclipse 2030, and the Antarctic Expedition. 2035: Watch Earth eclipse the Sun, from the Moon.

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