Retail Tech Q1 2018 Startup Highlights

Q1 Startup Highlights
RETAIL TECHNOLOGY
May 2018

Quarterly retail technology highlights
2
This brief overview of the retail technology sector provides three sections
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SectorSummary
Macro-level viewson the
state of the retail
technology sector
LatestActivity
Major funding and exit
events from the previous
quarter
CategoryDiscovery
Deep dive into a single
retail technology
category

RETAIL TECHNOLOGY
21 Categories
1,738 Companies
$60B Funding
4Sector stats are continuously changing,data cumulativethrough March 2018

The graphic above shows only a sampling of companiesin each category. Data cumulativethrough March 2018
RETAIL
TECHNOLOGY
The Venture Scanner researchplatform
currently tracks 1,738 retail technology
startups with $60Bin funding
LastMileLogistics
(201Companies)
AutomatedPersonalization
(125Companies)
In-StoreExperience
(184Companies)
InfrastructureandEnablers
(95Companies)
DataandAnalytics
(95Companies)
ProductRecommendation
(86Companies)
LocalIncentives
(83Companies)
MarketingPlatforms
(247Companies)
SocialDiscovery
(70 Companies)
Made-to-Measure
(61Companies)
LoyaltyPrograms
(130Companies)
PhysicalStoreAnalytics
(97Companies)
POS Payments
(186Companies)
Coupons
(55 Companies)
In-StoreManagement
(54Companies)
LocalDailyDeals
(44Companies)
LocalAd Tech
(36Companies)
PriceComparison
(29Companies)
RetailAR
(26Companies)
LocalAvailability
(53 Companies)
Retargeting
(44Companies)
5

Last Mile Logistics
Marketing Platforms
POS Payments
In-Store Experience
Social Discovery
Store Analytics
Personalization
Infrastructure
Loyalty Programs
Local Incentives
Recommendations
Data and Analytics
Local Availability
Coupons
Store Management
Retargeting
Local Advertising
Made-to-Measure
Retail AR
Price Comparison
6
Innovation quadrant for retail technology
AverageFunding of Companiesin Category
ESTABLISHED HEAVYWEIGHTS
PIONEERS DISRUPTORS
AverageAgeofCompaniesinCategory
This quadrant shows a relative segmentationof the categories with respect to oneanother, data cumulativethrough March 2018
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7
Retail technology funding demonstrated consistent growth over the past few years
Overall retail technology funding grew at a CAGR of 41% from 2012-2017
Retail Technology Annual Funding Over Time
Data cumulativethrough March 2018
0
2
4
6
8
10
12
14
2011 2012 2013 2014 2015 2016 2017 2018
Funding($B)
Q1 Q2 Q3 Q4

8
Retail technology funding in 2018 dwarves all previous Q1 funding amounts
2018 has the best Q1 on record at $4.4B, which is 37% higher than the funding in Q1 2017
Retail Technology Quarterly Funding Over Time
0.0
0.5
1.0
1.5
2.0
2.5
3.0
3.5
4.0
4.5
5.0
2011 2012 2013 2014 2015 2016 2017 2018
Funding($B)
Q1 Q2 Q3 Q4

9
Retail technology exit events grew significantly in recent years
Exits grew at a CAGR of 30% from 2012-2017,
and the number of exits in Q1 2018 grew by 27% from that in Q1 2017
Retail Technology Exit Events Over Time
0
10
20
30
40
50
60
70
80
2011 2012 2013 2014 2015 2016 2017 2018
ExitEvents(AcquisitionsandIPOs)
Q1 Q2 Q3 Q4

11
Retail technology funding events were distributed across all funding stages
There were 52 funding events in Q1 2018, 48% of which were Series A or Series B
Recent Retail Technology Funding Round Counts
Graph shows only the funding rounds listed therein
-
2
4
6
8
10
12
14
16
Seed A B C D Late Stage
FundingEvents
Funding Event

12
Companies in the Last Mile Logistics category raised the most funding in Q1 2018
Retail technology startups raised $4.4B in Q1 2018,
with Last Mile Logistics companies raising the most funding at $3.3B
Quarterly Retail Technology Category Funding
Companiesare categorized by function, and therefore can exist in multiple categories
0.0
0.5
1.0
1.5
2.0
2.5
3.0
3.5
QuarterlyFunding($B)
Last Mile Logistics includes
companies that are innovating on
the last phase of the supply chain,
from the store or the warehouse to
the consumer.

13
Q1 2018 retail technology funding events
Notable Recent Retail Technology Funding Events
Company FundingType Amount Date
Series E $1,500,000,000 Feb 12, 2018
Series D $535,000,000 Mar 1, 2018
Post-IPO Secondary $300,000,000 Feb 1, 2018
Series E $200,000,000 Feb 12, 2018
Series I $200,000,000 Feb 1, 2018
The top 5 retail technology funding events accounted for 62% of quarterly funding

14
Q1 2018 retail technology exit events
Notable Recent Retail Technology Exit Events
Company Acquirer Amount Date
Unknown Mar 21, 2018
Unknown Mar 8, 2018
Unknown Mar 8, 2018
There were 19 retail technology exits this past quarter, of which 18 were acquisitions

Category Discovery – Last Mile Logistics
Every quarter a newcategory will receivea deep dive,providing comparisonsto
other categories and discussingtrends
15

16
Last Mile Logistics is the most funded category within retail technology by far
The Last Mile Logistics category accounts for 27% of funding in the sector
and saw 22% growth last quarter
Venture Investing in Retail Technology
Companiesare categorized by function, and therefore can exist in multiple categories. Data cumulativethrough March 2018
0%
5%
10%
15%
20%
25%
0
2
4
6
8
10
12
14
16
18
20
GrowthfromPreviousQuarter
Funding($B)
Previous Total Quarterly Funding Percent Growth

17
Last Mile Logistics companies are generally better funded than their peers
Last Mile Logistics has a median funding $6M higher than the average of
other categories, and a third quartile that is $22M higher
Retail Technology Category Funding Quartiles
Companiesare categorized by function, and therefore can exist in multiple categories. Data cumulativethrough March 2018
0
10
20
30
40
50
60
FundingQuartiles($M)
First Quartile Median Third Quartile

18
Last Mile Logistics funding showed explosive growth in recent years
Overall Last Mile Logistics funding grew at a CAGR of 144% from 2012-2017,
and Q1 2018 has the highest quarterly funding on record at $3.3B
Last Mile Logistics Total Annual Funding
0
1
2
3
4
5
6
2011 2012 2013 2014 2015 2016 2017 2018
Funding($B)
Q1 Q2 Q3 Q4

19
Funding within Last Mile Logistics is moderately concentrated
Last Mile Logistics Companies with Largest Funding Amounts
Company LatestRound TotalRaised Location
Venture $3,330,000,000 Shanghai, China
Secondary Market $2,590,000,000 Berlin, Germany
Series E $2,050,000,000 Jakarta, Indonesia
Series E $1,020,000,000 San Francisco, CA, USA
Post-IPO Secondary $885,670,000 Bangalore, India
The top 5 Last Mile Logistics companies by total funding account
for 51% of overall category funding

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Retail Tech Q1 2018 Startup Highlights

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