MAY 4, 2026

/ 00

HELLO GIANT

Los Angeles, CA

BLADE RUNNER OFF WORLD

Premium AA narrative RPG set in the Blade Runner off-world colonies, by Disco Elysium creators ZA/UM, licensed by Alcon Entertainment. $5M HG (publisher slot) in $22.5M three-financiernproject; full-project 100/75/50/40 waterfall. Game-first IP adaptation

thesis.

ZA/UM (DISCO ELYSIUM CREATORS)

CO-FINANCING (HG ONE OF 3 FINANCIERS)

$5.0M OF $22.5M

CONDITIONAL — WATCHLIST (MKT 22% BELOW FLOOR;

COMMERCIAL SCALE RECALIBRATED POST-ZERO

PARADES)

MAY 29, 2026

HELLO GIANT CAPITAL

DAN BUNTING

STUDIO

TYPE

HG CAPITAL

STATUS

DOCUMENT DATE

PREPARED BY

AUTHOR

01

MAY 4, 2026

/ 00

HELLO GIANT

Los Angeles, CA

METRIC

BEAR

BASE

BULL

WEIGHTED

Lifetime Units

250K

800K

1.8M

––

HG MOIC

1.54x

4.06x

7.29x

3.77x

HG XIRR

12.8%

47.0%

72.1%

29.5%

HG Proceeds

$7.71M

$20.29M

$36.44M

$18.83M

AUTH

EXEC

ORIG

MKT

TOTAL

BM_BASE

BM_BULL

3/5

3/5

3/5

2/5

11/20

0.85

0.7

THESIS

Film-IP-driven games succeed when they take a game-first innovative approach (Riddick: Butcher Bay, GoldenEye 007, Alien: Isolation, Shadow of Mordor) rather than predictable adaptation paths. ZA/UM's narrative density applied to Blade Runner's off-world colonies — with turn-based combat and dual replicant/runner perspective — is exactly the kind of unexpected pairing that produces breakouts. Zero Parades demo reception

THREE-INGREDIENT BELIEF SCORE

HEADLINE METRICS

01

MAY 4, 2026

/ 00

HELLO GIANT

Los Angeles, CA

METRIC

BEAR

BASE

BULL

WEIGHTED

Lifetime Units

250K

800K

1.8M

––

HG MOIC

1.54x

800K

1.8M

––

HG XIRR

12.8%

800K

1.8M

––

HG Proceeds

$7.71M

800K

1.8M

––

AUTH

EXEC

ORIG

MKT

TOTAL

BM_BASE

BM_BULL

3/5

3/5

3/5

2/5

11/20

0.85

0.7

Film-IP-driven games succeed when they take a game-first innovative approach (Riddick: Butcher Bay, GoldenEye 007, Alien: Isolation, Shadow of Mordor) rather than predictable adaptation paths. ZA/UM's narrative density applied to Blade Runner's off-world colonies — with turn-based combat and dual replicant/runner perspective — is exactly the kind of unexpected pairing that produces breakouts. Zero Parades demo reception

THESIS

THREE-INGREDIENT BELIEF SCORE

HEADLINE METRICS

01