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ComCap Shoptalk 2016 Presentation

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ComCap's overview of Shoptalk 2016 attendees, including investor and attendee landscapes

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ComCap Shoptalk 2016 Presentation

  1. 1. CONFIDENTIAL ComCap, LLC CONFIDENTIAL STRICTLY PRIVATE & CONFIDENTIAL Guide to Shoptalk Selected operating companies and investors May 2016 Draft Mr. Aron Bohlig is Registered Representative of and Securities Products are offered through BA Securities, LLC. Neither party warranties the accuracy of the information herein and is subject to correction or amendment and should not be construed as investment advice and may not be reproduced or distributed to any person. This presentation is for informational purposes only and does not constitute an offer, invitation or recommendation to buy, sell, subscribe for or issue any securities or a solicitation of any such offer or invitation and shall not form the basis of any contract. Securities Products and Investment Banking Services are offered through BA Securities, LLC. Four Tower Bridge, 200 Barr Harbor Drive, Suite 400, W. Conshohocken, PA 19428. 484-412-8788 Member FINRA SIPC. Commera Capital LLC and BA Securities, LLC are separate and unaffiliated entities. STRICTLY PRIVATE & CONFIDENTIAL Complete presentation at: http://goo.gl/rlPJfM
  2. 2. CONFIDENTIAL ComCap, LLC 2 Welcome to Shoptalk 2016!  Shoptalk provides an unprecedented platform to network with CEOs and executives of early stage companies, technology providers, commerce disruptors, venture capital investors and established retailers and brands.  With a plethora of investors present, this is prime time to network in support of fundraising efforts, and meet with larger and smaller strategic industry players that can help you to achieve your strategic objectives.  ComCap is a premier boutique investment bank focused on the intersection of commerce and capital, with key subsectors including B2C ecommerce, B2B SaaS, B2B services for retail (IT and marketing services, fulfillment and logistics and call center), payments, mobile commerce and marketplaces.  With offices in San Francisco and Europe, our firm works with mid-cap public companies on buyside initiatives and public and private growth companies on financing and strategic M&A.  In addition to being the only boutique focused on disruptive commerce models, we differentiate by bringing bulge bracket techniques to emerging models, a strong and uncommon buyside/strategy practice, deep understanding of industry drivers and synergy analyses, deep relationships across the sector and worldwide coverage with closed transactions in the United States, Japan, China, ASEAN region, Western and Eastern Europe and Latin America.  We hope this deck is helpful to you to summarize the landscape and learn more about the players present at the conference.  If you'd like to meet to discuss your strategic initiatives or if you would like to submit an addition for this package, please contact either Aron or Uren: Aron Bohlig Managing Partner M: 415-235-8270 E: aron@comcapllc.com Uren Dhanani Associate M: 512-590-4989 E: uren@comcapllc.com
  3. 3. CONFIDENTIAL ComCap, LLC 3 Shoptalk Attendee Landscape – Operating Companies E-tailers Platforms MajorPlayersAmountRaised Seed >$200m Marketplaces Analytics Point solutions for e-tailers Solutions / Apps Marketing $150m $100 m $50m Tech Companies Retailers/Brands $10m
  4. 4. CONFIDENTIAL ComCap, LLC 4 Shoptalk Attendee Landscape – Selected Investors Stage agnostic Early stage Late stage StrategicAccelerators Radian Capital Private equity / Alternate
  5. 5. CONFIDENTIAL Shoptalk Attendees – Selected Operating Companies 5
  6. 6. CONFIDENTIAL ComCap, LLC 6 Shoptalk Attendee Profiles - Analytics Company Profile Capabilities Clique Media Group (CMG) CMG is a media and commerce company Founded: 2006 www.cmginc.com Employees: 101-250 Revenue: N/A HQ: Los Angeles, CA Funds Raised: $14.3m Latest Financing Round: $8.0m Latest Financing Valuation: N/A Services offered:  Provides digital media services, brand marketing services, content services, advertising services, fashion services, beauty services and lifestyle services. Brands: WhoWhatWear.com, Byrdie.com, and MyDomaine.com Key facts:  It is the leading social publisher, with over 30MM social media followers across all platforms and brands.  In January 2016, CMG launched the Who What Wear apparel line, available exclusively at Target stores nationwide, as part of an on-going multi-year deal with the retailer.  CMG social media team publishes over 750 posts per day across all platforms (Twitter, Facebook, Instagram, Tumblr, Snapchat, and others). Euclid Analytics Euclid Analytics is the world leader in location analytics. Founded: 2010 http://euclidanalytics.com Employees: 11-50 Revenue: N/A HQ: San Francisco, CA Funds Raised: $43.6m Latest Financing Round: $20.0m Latest Financing Valuation: $140.8m Services offered:  The company installs sensors to measure the traffic for helping retailers, advertisers and mall and property owners to understand customer behaviour in their stores and also helps to optimize performance of retail space investments.  It works with more than 500 brands in retail, banks, quick service restaurants, airports and shopping malls to help them optimize marketing, operations and staffing in their physical locations Customers List: N/A Key facts:  The company has raised funds to improve its in-store tracking technology  The technology analyses more than 10 billion daily events and 300 million shopping sessions yearly Foursquare Foursquare is a technology company that uses location intelligence to build meaningful consumer experiences and inform business decisions. Founded: 2009 www.foursquare.com Employees: 190 Revenue: N/A HQ: New York, NY Funds Raised: $166.4m Latest Financing Round: $45.0m Latest Financing Valuation: N/A Services offered:  Provides local search and discovery service. Customers List: N/A Key facts:  Foursquare provides recommendations of the places to go around a user's current location.  As of December 2013, Foursquare had 45 million registered users.  Around 50 percent of users are outside the US.
  7. 7. CONFIDENTIAL ComCap, LLC 7 Shoptalk Attendee Profiles - Analytics Company Profile Capabilities Joyus Joyus is a startup that aims to enhance the online shopping experience by helping shoppers discover goods through short- form videos. Founded: 2011 www.joyus.com Employees: 51-200 Revenue: N/A HQ : San Francisco, CA Funds Raised: $67.4m Latest Financing Round: N/A Latest Financing Valuation: N/A Services offered:  Enhance the online shopping experience by providing video shopping service.  Helps shoppers to discover and buy goods via short-form videos. Customers List: N/A Key facts:  A video commerce shopping experience, focused on transforming the way people shop online via the intersection of video, e-commerce and the Joyus community.  The company typically makes money by taking a 40 percent to 60 percent cut of the sales of products featured in its videos.  Around 75 percent of Joyus video views currently happen on Joyus.com and on the websites of publishers such as People, AOL and Yahoo. Joyus shares revenue with the publishers running its videos Dynamic Action Provider of analytics solutions specifically built for retail merchandising teams. Founded: 2007 www.dynamicaction.com Employees: 51-200 Revenue: Not disclosed HQ: Silicon Valley, CA Funds Raised: Not disclosed Latest Financing Round: Not disclosed Latest Financing Valuation: N/A Services offered:  Offers cloud based predictive analytic services to retail industry. It connects data from every part of a retail organization such as marketing, merchandising, operations, customers, returns and finance. Customers List: Brooks Brothers, Sur la Table, El Corte Ingles, Tesco, Jaege & Lakela, Men’s Warehouse, Neiman Marcus, Abcam, Mulberry, Express, Nine West and Cole Haan Key facts:  The company uses more than 600 proprietary algorithms to pinpoint margin-eating disconnects in the business, prescribe the precise actions to take and accurately rank those actions by financial impact  It allows on taking profitable action on more than $19 billion of consumer transactions each year  Key investors include West Coast Capital, Frog Capital, WPP, Dawn Capital and ePlanet Capital
  8. 8. CONFIDENTIAL ComCap, LLC 8 Shoptalk Attendee Profiles - Analytics Company Profile Capabilities StellaService StellaService evaluates and rates businesses based on the overall quality of the online customer experience. Founded: 2009 www.stellaservice.com Employees: 65 Revenue: N/A HQ: New York, NY Funds Raised: $39.0m Latest Financing Round: $15.0m Latest Financing Valuation: N/A Services offered:  Provides customer service performance data, ratings, and analytics for online retailers  Offers Stella Metrics, a platform for measuring, benchmarking, and improving the end-to- end service experience across various operational metrics in areas, such as chat, email, phone, and fulfillment.  Also offers StellaService Seal solutions that are leveraged across shopping sites, search engines, and marketing campaigns to highlight businesses with the best service. Customers List: Travelzoo, Pottery Barn, Proper Cloth Key facts:  It evaluates the customer service and fulfillment abilities of online retailers on a daily basis; and collects customer service intelligence.  Has offices in New York, NY and Oakland, CA.
  9. 9. CONFIDENTIAL ComCap, LLC 9 Shoptalk Attendee Profiles – e-tailers Company Profile Capabilities Adore Me A New York based women's lingerie and apparel brand Founded: 2011 www.adoreme.com Employees: 51-200 Revenue: $16.1m HQ: New York, NY Funds Raised:$11.5m Latest Financing Round: $8.5m Latest Financing Valuation: $21.0m Services offered:  The company sells intimate apparel online, introducing a new 30-40 piece collection every month. Customers List: N/A Key facts:  The company shipped more than 100,000 items before the completion of 2011. Betabrand Betabrand is an online clothing store that designs and manufactures cordaround, dress pant sweatpants, bike-to- work pants and others Founded: 2009 www.betabrand.com Employees: 58 Revenue: N/A HQ: San Francisco, CA Funds Raised: $23.2m Latest Financing Round: $15.0m Latest Financing Valuation: N/A Services offered:  Provides retail clothing services and crowd funding platform in order to design, manufacture, and release new products in limited quantities.  A feature of production is the turnaround from initial design to sellable article – which can be in four to eight weeks. Customers List: N/A Key facts:  Betabrand has a brick-and-mortar retail store in San Francisco's Mission District that opened in May 2013. The store is located at 780 Valencia Street.  In 2013, Betabrand launched a crowd funding platform, similar to Kickstarter, so that users can crowd-source clothing concepts and prototypes into actual products.  Betabrand has funded almost 100 garments, including its 'Dress Pant Yoga Pants' (dual purpose design to look like formal trousers) and an urban jacket modeled on space wear. Blitsy Blitsy is the most modern and comprehensive site for crafters looking to buy the supplies they need to turn ideas into finished project Founded: 2009 www.blitsy.com Employees: 31 Revenue: N/A HQ: Chicago, IL Funds Raised: $10.8m Latest Financing Round: $6.2m Latest Financing Valuation: N/A Services offered:  Provides DIYers and hardcore crafters the ability to shop, learn and become inspired to turn their ideas into finished projects. Customers List: N/A Key facts:  Blitsy raised $5.6m of Series B of venture funding from lead investor Hubert Burda Media on December 29, 2015, putting the company's pre-money valuation at $16.7m
  10. 10. CONFIDENTIAL ComCap, LLC 10 Shoptalk Attendee Profiles – e-tailers Company Profile Capabilities Boxed Wholesale Boxed is a mobile commerce company focused on delivering the big box club experience to mobile devices. Founded: 2013 http://www.boxed.com Employees: 101-250 Revenue: N/A HQ: Edison, NJ Funds Raised: $132.6m Latest Financing Round: $100.0m Latest Financing Valuation: N/A Services offered:  Operates a bulk-buying and delivery platform, enabling users to purchase wholesale merchandise and have it shipped directly to their door.  It sells groceries and household goods in sizes that you typically find at warehouse-style- retailers Customers List: N/A Key facts:  The customers shop through an application on mobile phones. It shipping and delivery solutions for retailers  Also has an on-demand option that will deliver fresh wholesale items, like milk or vegetables, in NYC, New Jersey, Boston, and Atlanta.  Boxed is converting a customer base of over 80 percent ages 25 to 44 to changing their habits to bulk buying instead of purchasing one-off. Chloe + Isabel Chloe + Isabel is a social commerce jewelry brand with a proprietary technology platform that powers sellers’ personal e-commerce experience Founded: 2011 www.chloeandisabel.com Employees: 1567 Revenue: N/A HQ: New York, NY Funds Raised: $37.5m Latest Financing Round: $20.0m Latest Financing Valuation: N/A Services offered:  The Company offers necklaces, bracelets, earrings, and rings.  Chloe & Isabel serves customers in the United States. Customers List: N/A Key facts:  A 14-year veteran of the fashion industry, Chantel Waterbury founded Chloe + Isabel in 2011, and has since been named as an 'Under 40 Retail Star' by Fortune.  An innovative e-commerce jewelry brand designed to empower and connect women through a social shopping experience
  11. 11. CONFIDENTIAL ComCap, LLC 11 Shoptalk Attendee Profiles – e-tailers Company Profile Capabilities Deliv Deliv is a crowdsourced same-day delivery service for large national multichannel retailers. Founded: 2012 http://www.deliv.co Employees: 11-50 Revenue: N/A HQ: Menlo Park, CA Funds Raised: $40.0m Latest Financing Round: $28.0m Latest Financing Valuation: $71.6m Services offered:  Allows retailers to offer their customers a same-day delivery option as they shop from their website, mobile app or even when they are shopping in their physical brick and mortar stores Customers List: N/A Key facts:  Has partnered with nearly 100 national and regional omnichannel retailers, as well as the four largest mall operators in the U.S., Simon Property Group, Macerich, Westfield and General Growth Properties.  The funds will be used to support Deliv’s growth, enhance its product depth and breadth and broaden its national footprint.  It more than doubled the number of markets it serves to 17, grew delivery volume ten times, and demonstrated repeatable profitability. Dollar Shave Club Home-delivers personal grooming products to its online subscribers every month. Founded: 2011 www.dollarshaveclub.com Employees: 51-200 Revenue: $153.0m (2015) HQ: Los Angeles, CA Funds Raised: $163.5m Latest Financing Round: $90.7m Latest Financing Valuation: $630.0m Services offered:  Offers high-quality razor blades to address men's shaving and grooming requirements  It delivers razors to its members for between $1 and $9 per month Customers List: N/A Key facts:  It has 2 million monthly and bi-monthly subscribers  Dollar Shave Club has around 8% of the $3.0bn U.S. market for razors and blades Drizly On-Demand Alcohol Delivery Founded: 2012 www.drizly.com Employees: 60 Revenue: N/A HQ: Boston, MA Funds Raised: $17.8m Latest Financing Round: $13.0m Latest Financing Valuation: N/A Services offered:  Provides online on-demand alcohol home delivery service. Customers List: N/A Key facts: • Drizly now brings the liquor store to the customers in 30-60 minutes, right from their smartphone or desktop. • The company currently serves 15 markets—including Chicago, Los Angeles, New York City and Washington, D.C. • With 200+ stores across the country Drizly allows consumers to shop the broadest selection at unbeatable prices.
  12. 12. CONFIDENTIAL ComCap, LLC 12 Shoptalk Attendee Profiles – e-tailers Company Profile Capabilities eBags eBags.com is an online retailer of handbags, luggage, backpacks, laptop bags and accessories.. Founded: 1998 www.ebags.com Employees: 51-200 Revenue: N/A HQ: Greenwood Village, CO Funds Raised: $34.9m Latest Financing Round: N/A Latest Financing Valuation: N/A Services offered:  Offers handbags, luggage and suitcases, laptop bags and briefcases, backpacks, messenger bags and courier bags, and sports bags and duffels.  It also provides travel accessories, including wallets, jewellery, eyewear, watches, hats, and other fashion accessories.  In addition, it offers ski bags, snowboard bags, boot bags, and skateboard packs; and diaper bags for men and women, kids’ bags, and kids and baby accessories Customers List: N/A Key facts:  eBags combines the best selection of products with unrivaled service and extremely competitive prices.  The company is a house over 550 of the industry’s top brands and designers including Michael Kors, JanSport, Nike, Tumi, Vera Bradley, Kate Spade New York, The North Face and Samsonite. Eloquii Provider of an online platform for fashion apparel and retail services. Founded: 2014 http://www.eloquii.com/ Employees: 11-50 Revenue: N/A HQ: New York, NY Funds Raised: $21.0m Latest Financing Round: $15.0m Latest Financing Valuation: $56.0m Services offered:  Provides an online platform for plus size shoppers to purchase apparel and accessories including dresses, tops, sweaters, jackets, shapewear, belts, workwear, legwear, sunglasses and hats.  Offers fashion apparel for women in plus sizes 14 to 24. Customers List: N/A Key facts:  Plans to continue building its team in New York, make further investments in marketing and technology, and accelerate overall growth as it continues its rapid pace of digital retail innovation HelloTech (fka Big Monday) Changing tech support and the way people buy new technology Founded: 2014 www.hellotech.com Employees: 11-50 Revenue: N/A HQ: Los Angeles, CA Funds Raised: $17m Latest Financing Round: $12.5m Latest Financing Valuation: N/A Services offered:  Provides in-home information technology support services such as troubleshooting, installation, and repairs. Customers List: N/A Key facts:  Services start at $79/hr  Offer device support, networking & wi-fi support, smart home enablement, audio and video support as well as training and consultation  Same day appointments and available on weekends
  13. 13. CONFIDENTIAL ComCap, LLC Shoptalk Attendee Profiles – e-tailers Company Profile Capabilities LE TOTE LE TOTE is a fashion discovery platform that connects brands with consumers through a rental model. Founded: 2012 www.letote.com Employees: 11-50 Revenue: N/A HQ: San Francisco, CA Funds Raised: $27.5m Latest Financing Round: $15.0m Latest Financing Valuation: N/A Services offered:  Online clothing store offering women's apparel and accessories on you door step. Customers List: N/A Key facts:  Sends its customers customized boxes full of clothing and fashion accessories. women can wear for as long as they want and then send back for a new selection, all for $49 per month.  Le Tote has customers in 48 states and the company has seen 500% growth year over year for the past 2 years. Madison Reed Madison Reed delivers hair care products and helps users maintain their hair without going to the salon Founded: 2013 http://www.madison-reed.com Employees: 60+ Revenue: N/A HQ: San Francisco, CA Funds Raised: $32.1m Latest Financing Round: $16.1m Latest Financing Valuation: $64.1m Services offered:  The company develops, sells and markets hair care products through its website and helps users maintain their hair without going to the salon. Customers List: N/A Key facts:  The company has raised funds to scale the business and invest in expanding marketing, specifically on TV  It leverages licensed professional colourists, the latest technologies, and salon quality hair care products MakeSpace MakeSpace, a full service storage company, provides storage bins, pickup and on-demand storage to replace traditional self storage Founded: 2013 www.makespace.com Employees: 80 Revenue: N/A HQ: New York, NY Funds Raised: $27.6m Latest Financing Round: $17.5m Latest Financing Valuation: N/A Services offered:  Provides a drop-box for real life storage including storage bins, pickup and on-demand storage to replace traditional self storage. Customers List: N/A Key facts:  MakeSpace drops off bins at a customer’s residence and either waits half an hour for them to pack them, or schedules a pick-up at a later date.  The cost for four bins, each of which occupy about three cubic feet, is $25 per month. Each additional bin is $6.25. Pick-ups are free, while deliveries cost $29.  It is based in New York, New York with additional locations in Manhattan, Brooklyn, and Queens, New York; Secaucus, New Jersey; Chicago, Illinois; and Washington, District of Columbia. 13
  14. 14. CONFIDENTIAL ComCap, LLC 14 Shoptalk Attendee Profiles – e-tailers Company Profile Capabilities ModCloth ModCloth is an online clothing, accessories and decor retailer that aims to provide an engaging shopping atmosphere for the user. Founded: 2002 http://www.modcloth.com Employees: 350+ Revenue: $100.0m (2012) HQ: San Francisco, CA Funds Raised: $78.7m Latest Financing Round: $15.0m Latest Financing Valuation: N/A Services offered:  Provider of online retail of clothes, accessories and home decoration products. The company offers gifts for men and women and gift certificates. Customers List: N/A Key facts:  The company has offices in San Francisco, Los Angeles, and Pittsburgh. Move Loot Move Loot is an operator of an online furniture marketplace Founded: 2013 http://moveloot.com Employees: 70+ Revenue: N/A HQ: San Francisco, CA Funds Raised: $21.8m Latest Financing Round: $10.0m Latest Financing Valuation: N/A Services offered:  The company's platform provides services to help customers in buying and selling new and used furniture. Allows individuals or professional furniture resellers to list pieces in good condition from popular retailers on its online platform Customers List: N/A Key facts:  The company has expanded its presence in Chicago  It accepts furniture from West Elm, Room & Board, Crate & Barrel and CB2, Pottery Barn and Macy's Paintzen PaintZen aims to provide stress-free painting for offices, apartments, & more. Founded: 2013 www.paintzen.com Employees: 33 Revenue: N/A HQ: New York, NY Funds Raised:$12.1m Latest Financing Round: $2.8m Latest Financing Valuation: N/A Services offered:  Provides house-painting on-demand service.  PaintZen provides price quotes instantly for painting jobs. Customers List: N/A Key facts:  Insured, trustworthy painters available 7 days a week.  It provides booking, scheduling, and paying services for home and office painters through a seamless online process.
  15. 15. CONFIDENTIAL ComCap, LLC 15 Shoptalk Attendee Profiles – e-tailers Company Profile Capabilities Parachute Parachute bedding is manufactured using the long-staple Egyptian cotton Founded: 2013 www.parachutehome.com Employees: 11-50 Revenue: N/A HQ: Los Angeles, CA Funds Raised: $10.0m Latest Financing Round: $3.8m Latest Financing Valuation: $10.2m Services offered:  Provider of an e-commerce shopping platform. The company provides an online platform which offers bedding products such as sheet sets, pillow cases and fabric swatches Customers List: Oakley and Kay Jewelers Key facts:  Plans to use the new funding to expand beyond bedding, and soon hopes to offer more products for the bathroom as well as for the outdoors.  In 2014, the company has hit the $1.0m mark in terms of revenue and partnered with institutions such as hotels, all without doing a great deal of marketing" Rocksbox Provider of subscription based jewelry styling services. The company provides subscription service for borrowing and buying jewelry. Founded: 2012 www.rocksbox.com Employees: 66 Revenue: N/A HQ: San Francisco, CA Funds Raised: $10.2m Latest Financing Round: $8.7m Latest Financing Valuation: N/A Services offered:  Provides membership-based shopping service to buy jewelry.  Features famous designer brands including Kendra Scott, House of Harlow 1960, Gorjana, Loren Hope and more. Customers List: N/A Key facts:  For a monthly fee of $19/month, Rocksbox members receive a curated box of designer jewelry with the option to borrow, buy or swap at any time. Sols SOLS Systems is a leader in the 3D printing space, and a pioneer of custom mass-manufacturing technology enabling the personalization of everyday wearables. Founded: 2013 www.sols.com Employees: 80 Revenue: N/A HQ: New York, NY Funds Raised: $23.7m Latest Financing Round: $4.5m Latest Financing Valuation: N/A Services offered:  Offers custom 3D Printed dynamic Insoles. Customers List: N/A. Key facts: • SOLS are made possible by a robust digital infrastructure connecting hardware agnostic scanning, generative design, and digital manufacturing. • Have raised $19M to date with investors from Founders Fund and Lux Capital, Tenaya Capital and Melo7 Tech Partners, a fund founded by Carmelo Anthony and Stuart Goldfarb.
  16. 16. CONFIDENTIAL ComCap, LLC 16 Shoptalk Attendee Profiles – e-tailers Company Profile Capabilities Stitch Fix Stitch Fix is a personal styling platform that delivers curated and personalized apparel and accessory items of perfect fit for women. Founded: 2011 www.stitchfix.com Employees: 1000+ Revenue: N/A HQ: San Francisco, CA Funds Raised: $46.8m Latest Financing Round: $30.0m Latest Financing Valuation: N/A Services offered:  Provides online subscription and personal shopping service in the USA Customers List: Shop Now, Endurance, Hint, NEFF, FIJI Water, Grinds Coffee pouches, Krave Jerry, Peter Millar, Richer Poorer Inc. Key facts: • A personal styling service that sends individually picked clothing and accessories items for a one-time styling fee. • Stitch Fix customers fill out a survey online about their style preferences. A stylist at the company picks five items to send to the customer. The Black Tux The Black Tux is a tuxedo and suit rental service. Founded: 2012 http://theblacktux.com Employees: 11-50 Revenue: N/A HQ: Santa Monica, CA Funds Raised: $40.0m Latest Financing Round: $25.0m Latest Financing Valuation: N/A Services offered:  Owns the entire supply chain and bringing all logistics in-house, including dry-cleaning, tailoring services and inventory management.  The Black Tux is able to offer higher-quality garments at a lower rate than the going rental tux. Customers List: N/A Key facts:  The brand’s suits and tuxedos, made from the same Italian fabric that many top fashion brands work with, start at $95, with the average customer spending around $140  Plans to experiment with offering certain items for final sale because customers frequently ask if they can keep the suits they’ve rented. thredUP thredUP is the leading online shop to buy and sell like-new women's and kids' clothing. Founded: 2009 www.thredup.com Employees: 201 Revenue: N/A HQ: San Francisco, CA Funds Raised: $131.1m Latest Financing Round: N/A Latest Financing Valuation: N/A Services offered:  Provides a platform buy and sell secondhand clothing online. Mainly, it deals in used kids’ and women’s clothing. Customers List: N/A Key facts: • The company is advised by current Netflix CEO Reed Hastings, former eBay COO, Brian Swette and backed by world-class investors. • thredUP is disrupting the $30B+ apparel resale industry by reinventing the way consumers think about used clothing, inspiring them to think "secondhand first".
  17. 17. CONFIDENTIAL ComCap, LLC Company Profile Capabilities ZOLA Zola is an innovative wedding registry that is transforming how couples and guests share, buy, and ship wedding gifts Founded: 2013 www.zola.com Employees: 35 Revenue: N/A HQ: New York, NY Funds Raised: $15.9m Latest Financing Round: $10.0m Latest Financing Valuation: N/A Services offered:  Offers an all-in-one wedding registry services including creating a personalized registry, filling it with the gifts, receiving real-time notifications, and managing shipments all while on-the-go. Customers List: N/A Key facts: • Facility to start wedding registry on iPhone or iPad and edit it anytime, anywhere • Customers can use Zola barcode scanner to scan any gift from anywhere onto its registry using iPhone or iPad camera. 17 Shoptalk Attendee Profiles – e-tailers
  18. 18. CONFIDENTIAL ComCap, LLC 18 Shoptalk Attendee Profiles – Marketing Companies Company Profile Capabilities Optimizely Optimizely is a experience optimization platform enabling A/B and multivariate testing for users to enhance their websites & mobile apps Founded: 2009 www.optimizely.com Employees: 421 Revenue: N/A HQ: San Francisco, CA Funds Raised: $146.2m Latest Financing Round: $58.0m Latest Financing Valuation: N/A Services offered:  Offers customer-experience optimization software for companies.  Provides A/B testing Services.  Offering includes a testing product for websites (both desktop and mobile), as well as a testing solution for iOS apps. Customers List: Sony, Fox, Clorox, CBS, The Walt Disney Company, ABC, Yelp, The Guardian, Demand Media Key facts: • Over 5,000 enterprises have adopted Optimizely • 190,000+ experiments have been run on the Optimizely platform and the number is growing rapidly SessionM Integrates marketing automation and data management capabilities with loyalty marketing to drive personalized consumer relationships through the mobile device and across channels Founded: 2011 www.sessionm.com Employees: 101-250 Revenue: N/A HQ: Boston, MA Funds Raised: $38.5m Latest Financing Round: $12.0m Latest Financing Valuation: $120.0m Services offered:  An application which is customizable and can be integrated onto e-commerce sites, to engage site visitors and reward them with loyalty points for their interaction on the site.  Solutions include engagement & loyalty, personalized advertising and consumer insights Customers List: N/A Key facts:  The company has established its first international office in London  SessionM software can also help brick-and-mortar stores market themselves via mobile apps
  19. 19. CONFIDENTIAL ComCap, LLC Shoptalk Attendee Profiles – Marketplaces Company Profile Capabilities DogVacay DogVacay is a pet boarding marketplace connecting pet owners with families willing to take care of their pets while they are away Founded: 2011 http://dogvacay.com Employees: 90+ Revenue: N/A HQ: Santa Monica, CA Funds Raised: $47.0m Latest Financing Round: $25.0m Latest Financing Valuation: $141.6m Services offered:  Provider of an online and mobile community connecting dog owners with home-based pet caregivers. The sitters offer daycare, grooming, walking, and other services Customers List: N/A Key facts:  The company provides dog owners with access to more than 20,000 insured hosts across the U.S. who can be booked online for dog boarding or pet sitting. Laurel & Wolf Laurel & Wolf is an online interior design marketplace. Founded: 2014 https://www.laurelandwolf.com Employees: 51-100 Revenue: N/A HQ: Los Angeles, CA Funds Raised: $26.7m Latest Financing Round: $20.0m Latest Financing Valuation: $121.9m Services offered:  The company provides an online platform where users can interact with the interior designers and create designs for rooms.  It create personalized designs for both residential and commercial spaces. Customers List: N/A Key facts:  It charges a small, flat fee for access to high-quality design services from the company’s hundreds of design partners  Also offers online tools, so that it client can comment and annotate the design and provide feedback MyTime MyTime is an online appointment booking website that allows users to find and book appointments for local businesses. Founded: 2011 www.mytime.com Employees: 11-50 Revenue: N/A HQ: San Francisco, CA Funds Raised: $12.3m Latest Financing Round: $9.3m Latest Financing Valuation: N/A Services offered:  MyTime Scheduler, a state-of-the-art online appointment calendar, client relationship manager and instant messenger product geared at small service businesses  The company has developed a website that lets its users book appointment times directly on the site for a wide range of personal services. Customers List: N/A Key facts:  Allows to browse more than 2 billion businesses  The company will use the funds to expand its sales and operations team and move deeper into merchant services with the launch of the all new MyTime Scheduler 19
  20. 20. CONFIDENTIAL ComCap, LLC Company Profile Capabilities OfferUp OfferUp is changing how people buy and sell locally by making it as easy as taking and sharing a photo from the customers phone. Founded: 2012 https://offerupnow.com/ Employees: 51-200 Revenue: N/A HQ: Seattle, WA Funds Raised: $91.6m Latest Financing Round: $73.0m Latest Financing Valuation: $814.5m Services offered:  Allows clients to buy and sell locally  Lets users browse items by image and sort by category or location Customers List: N/A Key facts:  Over $3bn of items sold on OfferUp in 2015  Approximately 10 million total app installs Poshmark Poshmark is a community marketplace for fashion. Founded: 2011 http://poshmark.com Employees: 51-200 Revenue: N/A HQ: Menlo Park, CA Funds Raised: $65.5m Latest Financing Round: $25.0m Latest Financing Valuation: $180.0m Services offered:  Provides a platform designed for women to buy, share and sell their clothing items that are new or gently used Customers List: N/A Key facts:  The app’s users are almost 100% women  Currently have 1.5 million people selling on the platform Shift Shift allows people to buy and sell used cars in the peer-to- peer market. Founded: 2013 http://shift.com Employees: 51-100 Revenue: N/A HQ: San Francisco, CA Funds Raised: $78.0m Latest Financing Round: $50.0m Latest Financing Valuation: $178.1m Services offered:  Provides a platform for buying, selling and servicing of used cars by providing a peer-to- peer marketplace and concierge service. The company handles marketing and test drives for potential buyers. Sellers are paid after the car is sold. Customers List: N/A Key facts:  It pitch to people looking to sell their cars is simple: using data and algorithms, Shift guarantees a minimum price.  It plans to expand in 20 new cities by the end of 2016. Tradesy Tradesy is an e-commerce platform that trades used clothing, shoes, bags, and accessories. Founded: 2012 www.tradesy.com Employees: 101-250 Revenue: N/A HQ: Santa Monica, CA Funds Raised: $74.5m Latest Financing Round: $30.0m Latest Financing Valuation: $154.8m Services offered:  Provides an online marketplace to connect sellers to like-minded buyers and provides packaging materials, shoes and accessories, recommends pricing and handles returns. Customers List: N/A Key facts:  The funds will be used to hire data scientists, as well as for marketing efforts. Shoptalk Attendee Profiles – Marketplaces 20
  21. 21. CONFIDENTIAL ComCap, LLC Shoptalk Attendee Profiles – Marketplaces Company Profile Capabilities UpCounsel UpCounsel is a marketplace for legal services Founded: 2012 http://www.upcounsel.com Employees: 11-50 Revenue: N/A HQ: San Francisco, CA Funds Raised: $14.0m Latest Financing Round: $10.0m Latest Financing Valuation: $31.7m Services offered:  Provides day-to-day legal services, such as commercial contracts, patents, and employment agreements, rather than handling massive litigation  For the 300 attorneys currently using UpCounsel, the company’s software handles scheduling, payments, document organization and marketing Customers List: FinancialForce.com, Built.io, Aivvy, Soldsie, Signatures Capital, Singularity Key facts:  It charges clients a third of what a major law firm would charge, on average, while their attorneys bring in a comparable salary. Vestiaire Collective A fashion ‘re-commerce’ site with a marketplace model, connecting buyers and sellers trading in second-hand personal luxury goods Founded: 2009 http://vestiairecollective.com Employees: 180+ Revenue: N/A HQ: Paris Funds Raised: $68.7m Latest Financing Round: $37.0m Latest Financing Valuation: N/A Services offered:  Operator of an online marketplace for the resale of luxury clothing and accessories.  The company curates, verifies and ships pre-owned clothing and accessories, acting as an intermediary between buyers and sellers. Customers List: N/A Key facts:  The company has raised funds to expand globally  It offers a chance for target groups who cannot yet afford a designer item to get familiar with a luxury brand, and provides a safe environment for users to sell and buy post- season  It opened an office in London and launched in the UK in March 2012. In 2013, expanded to the US 21
  22. 22. CONFIDENTIAL ComCap, LLC Shoptalk Attendee Profiles – Platform Company Profile Capabilities Arrayent A cloud-embedded platform enabling manufacturers and retailers to connect their products to web and smartphone apps. Founded: 2002 http://www.arrayent.com Employees: 51-200 Revenue: N/A HQ: Redwood City, CA Funds Raised: $27.6m Latest Financing Round: $4.0m Latest Financing Valuation: N/A Services offered:  Provides a platform upon which companies can build a wide range of compatible connected products so that home appliances can be controlled with a single smart phone application. Customers List: Whirlpool, Chamberlain, Liftmaster, Maytag, Monster Products, Osram / Sylvania, Pentair, SALUS Controls Key facts:  The company will be expanding the number of big brands using the platform, as well as continuing development of the product roadmap  Its sales team is split among Europe, China and North America Birchbox Birchbox is a discovery commerce platform offering a personalized method for discovering, learning and shopping for products in the market. Founded: 2010 http://www.birchbox.com Employees: 201-500 Revenue: $125.0m HQ: New York, NY Funds Raised: $71.9m Latest Financing Round: $60.0m Latest Financing Valuation: $750.0m Services offered:  An online seller of cosmetics, nail lacquers, colour shampoos, dry texturing sprays, moisturizers, control shampoos, face creams and blotting papers. Customers List: N/A Key facts:  The company has worked with 800 brands, and counts 800,000 subscribers.  It has also expanded into Europe through the acquisition of France’s JolieBox in 2012, and launched a Birchbox for men in 2012  Plans to further expand internationally, including Canada, and developing its own brand of products 22
  23. 23. CONFIDENTIAL ComCap, LLC Shoptalk Attendee Profiles – Platform Company Profile Capabilities BloomReach Provides a personalized discovery platform with applications for organic search, site search, and content marketing and merchandising Founded: 2009 www.bloomreach.com Employees: 250+ Revenue: N/A HQ: Mountain View, CA Funds Raised: $97.3m Latest Financing Round: $56.0m Latest Financing Valuation: $527.5m Services offered:  Offers Compass that assist ecommerce platforms in understanding how to manage their content better.  Offers Commerce applications that uses demand insights, machine learning and performance optimization to continuously improve commerce search, SEO and category pages. Customers List: Williams Sonoma, Fossil, Guess, House of Fraser, Shutterfly, Boden, Drugstore.com, Lumens, NeimanMarcus, Wayfair, Tilly’s, Staples, Bellacor Key facts:  Plans to to further strengthen its technology and scale its solutions globally for all digital businesses.  The company’s technology allows a company’s website and communications to act more like they’ve been designed “just for you”, adapting to each user without requiring a login Boomerang Commerce Boomerang Commerce powers competitive pricing and assortment decisions for retailers. Founded: 2009 www.boomerangcommerce.com Employees: 101-250 Revenue: N/A HQ: Mountain View, CA Funds Raised: $20.5m Latest Financing Round: $12.0m Latest Financing Valuation: $54.3m Services offered:  Provides retailers the infrastructure and science to automatically test, measure, and deploy pricing, assortment, and competitive strategies, exploiting the torrent of data on shoppers and competitors.  Offers price optimization, assortment optimization and competitor intelligence Customers List: Staples, Office Depot and Groupon Key facts:  The Boomerang platform unlocks data science for omni-channel merchants, with prescriptive analytics that enable them to achieve and sustain profitable growth.  The customers span across a broad array of categories, from office supplies and apparel to home improvement, auto parts and more 23
  24. 24. CONFIDENTIAL ComCap, LLC Shoptalk Attendee Profiles – Platform Company Profile Capabilities Borderlinx A market leader in international cross-border eCommerce solutions with both B2B and B2C services Founded: 2005 www.go.borderlinx.com Employees: 51-200 Revenue: Not disclosed HQ: Brussels, Belgium Funds Raised: Not disclosed Latest Financing Round: Not disclosed Latest Financing Valuation: N/A Services offered:  Offers solutions that enable merchants worldwide to market to and transact with international shoppers within their multichannel strategy.  Offers a total cost calculator that provides an estimate of the shipping total cost (shipping rates and the customs tax & duties) to shop and ship clients parcels globally to their home address Customers List: Kenzo, Onia, Bill Blass, Repetto Paris, Musto, The Kooples, Ubuy, Christie’s – The Art People, MONNIER Frères Key facts:  A leader in cross-border e-commerce with two business lines: cross border e-commerce service for end-users and cross border e-commerce solutions for enterprise  Allows clients to shop goods from the US & EU and then use the cheaper shipping and personal concierge facilities offered by the company to ship the products. ChatID ChatID is a platform that enables chat communication between brands and consumers on the web and mobile devices. Founded: 2011 http://www.chatid.com Employees: 51-200 Revenue: N/A HQ: New York, NY Funds Raised: $19.2m Latest Financing Round: $11.2m Latest Financing Valuation: $35.8m Services offered:  Provides universal platform that powers chat communication between businesses and consumers anywhere around the web and from any mobile device.  It extends their current conversation channels and provides cross-channel consumer insights that are used to improve marketing and product development. Customers List: N/A Key facts:  For partners, ChatID enables communication to any business, on any chat system, through a single API.  Plans to expand into European market with a range of differentiated product. Curalate Curalate is a marketing and analytics suite for visual social media platforms. Founded: 2012 http://curalate.com Employees: 51-200 Revenue: N/A HQ: Philadelphia, PA Funds Raised: $39.9m Latest Financing Round: $27.5m Latest Financing Valuation: $168.1m Services offered:  An image recognition algorithm software that can be applied to social media conversations to find people communicating about brands in pictures instead of just text  Solutions include Like2Buy, fanreel, visual insights, ads and recommendations" Customers List: Forever21, Neiman Marcus, BuzzFeed, J.Crew, Staples, LOFT, Swaroski, Davis Bridal Key facts:  The company will continue to invest in its Visual Commerce Platform with new technology innovations 24
  25. 25. CONFIDENTIAL ComCap, LLC Shoptalk Attendee Profiles – Platform Company Profile Capabilities ENJOY Enjoy is reinventing the way people buy the best technology products Founded: 2014 https://www.enjoy.com Employees: 101-250 Revenue: N/A HQ: Menlo Park, CA Funds Raised: $80.0m Latest Financing Round: $50.0m Latest Financing Valuation: $316.4m Services offered:  Provides an e-commerce platform that enables personal delivery, setup and expert help for purchases of products from the company and for purchases from ENJOY'S product partner companies such as AT&T.  Offers free hand delivery, free expert set up and free support Customers List: N/A Key facts:  The company has presence in New York, Los Angeles and Chicago  It has partnered with brands like Apple, Sonos, GoPro and others Hello Alfred Platform that brings together the best on-demand and local services. Founded: 2013 www.helloalfred.com Employees: 28 Revenue: N/A HQ: New York, NY Funds Raised:$12.5m Latest Financing Round: $10.5m Latest Financing Valuation: N/A Services offered:  Hello Alfred provides Home logistics, and butler services. Customers List: N/A Key facts: • The Company won TechCrunch Disrupt SF in 2014 • It has raised $12.5 million in funding and operates in Boston and New York City Mayvenn Mayvenn enables hair stylists to sell products directly to their clients without the upfront costs and burdens of having inventory Founded: 2012 http://mayvenn.com Employees: 51-200 Revenue: N/A HQ: Oakland, CA Funds Raised: $16.0m Latest Financing Round: $3.0m Latest Financing Valuation: $39.0m Services offered:  The company's platform enables stylists to sign up for a personalized website through the company and refer their clients to the site to purchase hair extensions. Customers List: N/A Key facts:  The company provides clients with tools that are needed for a successful start  It sells 100% natural hair extensions backed by a 30-day quality guarantee 25
  26. 26. CONFIDENTIAL ComCap, LLC Shoptalk Attendee Profiles – Platform Company Profile Capabilities Modria Modria is a scalable platform, built by resolution experts and leading technologists, that helps companies resolve customer complaints. Founded: 2011 http://modria.com Employees: 11-50 Revenue: N/A HQ: San Jose, CA Funds Raised: $13.3m Latest Financing Round: $5.8m Latest Financing Valuation: N/A Services offered:  The company's dispute resolution system provides businesses and government agencies with a scalable and transparent cloud-based platform to diagnose and resolve disputes of all sizes Customers List: N/A Key facts:  It enables businesses and government agencies of any size to resolve customer problems  The company is a spin off from eBay/PayPal, with a perpetual license to the Community Court platform that powers ebaycourt.com and paypal-court.com. This platform enables organizations to design automated and crowd-sourced resolution systems that are custom tailored to the requirements of their user community. Olo Olo is a SaaS digital ordering engine for restaurant brands. Founded: 2005 http://www.olo.com Employees: 51-200 Revenue: $3.5m (2014) HQ: New York, NY Funds Raised: $63.3m Latest Financing Round: $40.0m Latest Financing Valuation: $230.9m Services offered:  The company allows customers to order and pay from restaurant websites and mobile applications, so that they can skip the line at the restaurant of their choosing.  Provides the white label software that integrates with its in-store point-of-sale (POS) payments system and the website checkouts Customers List: Five Guys, Noodles & Company, Cold Stone Creamry, Fazoli's, Mooyah Burgers, Fries & Shakes, Veggie Grill Key facts:  Over 20 million customers have used Olo for takeout & delivery on branded apps.  Planning rapid growth and to further enhance and develop its offerings. OMSignal OmSignal manufactures bio-sensing clothing that connects to iPhones and iPads Founded: 2011 http://omsignal.com Employees: 11-50 Revenue: N/A HQ: Montréal, QC Funds Raised: $11.0m Latest Financing Round: $3.5m Latest Financing Valuation: N/A Services offered:  The company offers apparel embedded with sensors, which can monitor electrocardiography (ECG) activity and respiration rhythms as well as stress levels. Customers List: Apple Health, Strava, Nike+, MapMyFitness and Runtastic Key facts:  Provides a seamless connection between body, textile and technology, empowering the leading fashion and sport brands to incorporate the very latest biometric technology into their clothing  The company has done over 1,600 prototypes 26
  27. 27. CONFIDENTIAL ComCap, LLC Shoptalk Attendee Profiles – Platform Company Profile Capabilities Order Dynamics An omni-channel order management system. Founded: 2007 www.orderdynamics.com Employees: 51-200 Revenue: Not disclosed HQ: Richmond Hill, ON Funds Raised: Not disclosed Latest Financing Round: Not disclosed Latest Financing Valuation: N/A Services offered:  Provides digital commerce solutions for retailers and brands to accelerate online revenue growth.  Offerings include distributed order management system, global inventory visibility, store fulfillment application, and customer service center  Key solutions include click & collect, ship from store, ship to store, online inventory lookup and multi-channel customer care  Flexible deployment options : standalone OMS or natively integrated OMS and Commerce Customers List: Henry’s, JYSK, Eclipse, Laura, QuickSilver, J.Mc Laughlin, Bouclair Home, DeFacto, Speedo, H2O+, Berghaus, Melanie Lyne, Mastermind Toys Key facts:  It has offices in Toronto, Canada and London, England  Key investors include West Coast Capital, Frog Capital, WPP and ePlanet Capital Persado Persado’s cognitive content platform generates the precise combination of words, phrases, and images that inspires action. Founded: 2012 www.persado.com Employees: 200 Revenue: N/A HQ: New York, NY Funds Raised: $66.0m Latest Financing Round: $30.0m Latest Financing Valuation: N/A Services offered:  Provides marketing persuasion technology solutions for digital marketers worldwide.  Offers a SaaS-based platform that integrates with the clients existing workflow and marketing software to test and deliver the messages. Customers List: Verizon, Vodafone, Gilt, American Express, Citi, Kmart, Shoe Carnival Key facts:  It is based in New York, NY with additional offices in Redwood City, CA; Athens, Greece; London, United Kingdom; Rome, Italy; and Rio de Janeiro, Brazil. Seedling Seedling design beautiful, innovative products to help families imagine, create & play together Founded: 2007 www.seedling.com Employees: 51-200 Revenue: N/A HQ: Irvine, CA Funds Raised: $10.6m Latest Financing Round: $7.0m Latest Financing Valuation: N/A Services offered:  The company provides customers with toys, gifts, activity kits and party supplies and is sold in over 20 countries through all consumer channels. Customers List: N/A Key facts:  Seedling continues to expand globally. 2014 marked the launch of US operations and a merger with family-oriented start-up PS XO 27
  28. 28. CONFIDENTIAL ComCap, LLC Company Profile Capabilities Symphony Commerce Provides a commerce-as-a-service platform to power online stores Founded: 2011 www.symphonycommerce.com Employees: 51-200 Revenue: N/A HQ: San Francisco, CA Funds Raised: $39.0m Latest Financing Round: $21.5m Latest Financing Valuation: N/A Services offered:  Fulfilment, and growth services to assist brands to grow faster  It offers a web store, accurate inventory, and multi-warehouse fulfilment  As soon as a customer clicks to purchase, the order is immediately pushed to the clients inventory and fulfilment systems for processing. Customers List: Shop Now, Endurance, Hint, NEFF, FIJI Water, Grinds Coffee pouches, Krave Jerry, Peter Millar, Richer Poorer Key facts: • Ending 2015 with $240m in GMV, $200 ARR. Plans to end 2016 $400-500 in GMV • Focused on food & beverage and fashion with higher focus on apparel • It delivers orders within 2 days as the company selects the nearest fulfilment warehouse across its nationwide network True Fit A footwear and apparel’s discovery platform Founded: 2010 www.truefit.com Employees: 51-100 Revenue: N/A HQ: Woburn, MA Funds Raised: $32.4m Latest Financing Round: $10.6m Latest Financing Valuation: N/A Services offered:  Genome is mapped from collection of attribute-rich fit and style data for footwear and apparel.  True Insight platform provides retailers and brands unparalleled insights to optimize marketing, merchandising and product development Customers List: Nordstorm, Macy’s, LEVI’s, ALDO, Adidas, Banana Republic, Belk Key facts:  Has passed 5 million users with profiles on their service in 2014 Shoptalk Attendee Profiles – Platform 28
  29. 29. CONFIDENTIAL ComCap, LLC Company Profile Capabilities Astound Commerce An ecommerce agency, provides ecommerce and omnichannel solutions to various brands and retailers Founded: 2012 www.astoundcommerce.com Employees: 600+ Revenue: Not disclosed HQ: San Francisco, CA Funds Raised: Not disclosed Latest Financing Round: Not disclosed Latest Financing Valuation: N/A Services offered:  Offers integration of ecommerce and CMS platforms; mobile and social ecommerce, and digital store solutions; and global commerce solutions.  It also provides ecommerce delivery and operation; design, optimization, and marketing; and ecommerce strategy, technology, and project and program management services. Customers List: Adidas, Puma, Under Armour, Versace, Jimmy Choo, Belstaff, Men’s Wearhouse, Tommy Hilfiger, Hugo Boss and Crocs. Key facts:  The company delivers enterprise-class digital commerce solutions on the leading platforms: Demandware, IBM WebSphere Commerce, SAP Hybris, Magento, MarketLive Kibo and NetSuite.  It has 9 offices across the world.  In 2016, the company acquired the e-tailing group, an eCommerce consultancy based in Chicago. Estimote Estimote is a technology start-up, building a sensor-based context and micro-location platform for mobile developers Founded: 2012 www.estimote.com Employees: 44 Revenue: N/A HQ: New York, NY Funds Raised: $13.8m Latest Financing Round: $10.7m Latest Financing Valuation: N/A Services offered:  Provides analytics services, retail services, location based services, navigation services, wireless, indoor positioning services, and developer tools. Customers List: N/A Key facts:  Estimote Beacons are certified Apple iBeacon compatible  More than 50,000 developers have made use of Estimote beacons.  Also supports Eddystone, an open beacon format from Google. First Insight A SaaS-based predictive analytic platform empowering retailers and manufacturers to identify winning new products and optimize entry prices Founded: 2007 www.firstinsight.com Employees: 85 Revenue: N/A HQ: Warrendale, PA Funds Raised: $23.4m Latest Financing Round: $14.0m Latest Financing Valuation: N/A Services offered:  Designs and develops cloud based predictive analytic consumer testing solution for department stores, specialty retailers, manufacturers, wholesalers, footwear, and e- commerce companies. Customers List: GNC, Maurices, Naturalizer, At Home, Avon, Caleres, David's, The Limited, Dick's, Hollister Key facts:  First Insight's cloud-based software solution provides insight into expected performance and optimal entry price points for items that have no sales history, all within 48-72 hours.  First Insight's predictive analytic solution filters and weighs consumer input and delivers actionable guidance on product selection, inventory investment, and entry pricing.  Its cloud-computing model generates insight on the future success of new products and designs. Shoptalk Attendee Profiles – Point solution for e-tailers 29
  30. 30. CONFIDENTIAL ComCap, LLC Shoptalk Attendee Profiles – Point solution for e-tailers Company Profile Capabilities Narvar The complete platform of shipping and delivery solutions for retailers Founded: 2012 www.narvar.com Employees: 37 Revenue: N/A HQ: N/A Funds Raised: $12.0m Latest Financing Round: $10.0m Latest Financing Valuation: N/A Services offered:  It provide supply chain management service, shipping service, transportation service, and e-commerce solutions for retailers. Customers List: Nordstorm, The Home Depot, Bonobos, Gap, Sephora, One Kings Lane, Levis, Coach, Crate&Barrel, Key facts:  By leveraging Narvar technology, brands can quickly respond to customers without separate integrations with the ever-growing ecosystem of small package carriers, freight carriers, couriers, consolidators, 3PLs, and regional logistics vendors. RetailNext A market leader and expert in retail analytics for brick-and- mortar retail Founded: 2007 www.retailnext.net Employees: 201-500 Revenue: $72.6m HQ: San Jose, CA Funds Raised: $184.0m Latest Financing Round: $125.0m Latest Financing Valuation: N/A Services offered:  Delivers real-time analytics that enable retailers and manufacturers to collect, analyze, and visualize in-store data. Customers List: Blooming Dales, Marine Layer, Sun & Sand Sports, BucketFeet, b8ta, Avenue K Mall, Art of Shaving, Brookstone, Gordmans, Atlanta Hawks, Club Monaco Key facts:  It tracks more than one billion shoppers per year by collecting data from more than 65,000 sensors in retail stores and analyzing trillions of data points annually.  Plans to further strengthen the company’s presence in North America, Europe and Asia, and pursue relevant strategic acquisitions  Over 160 retail customers and new store deployments growing at a rate of nearly 1,000 stores per month WGSN WGSN is the world’s leading trend authority, serving the fashion and creative industries. Founded: 1998 www.wgsn.com Employees: 808 Revenue: N/A HQ: London Funds Raised: $20.0m Latest Financing Round: N/A Latest Financing Valuation: N/A Services offered:  Subscription offer includes market-leading trend forecasting for the fashion and creative industries, design-validation crowd-sourcing and big data retail analytics Customers List: Samsung, Levis, Newlook, NBC, H&M, Nike, Chrysler, Nikelodeon Key facts:  It is the world’s leading trend authority, serving the fashion and creative industries.  Offer solutions for designers, buyers, merchandisers, marketers and strategists.  Their global experts track near- and long-term trends in product and consumer attitudes and across 14 fashion categories. 30
  31. 31. CONFIDENTIAL ComCap, LLC Shoptalk Attendee Profiles – Solution / Apps Company Profile Capabilities 4moms 4moms develops robotics technology-based products that cater to the prenatal to preschool needs of children. Founded: 2005 http://www.4moms.com Employees: 180 Revenue: $43.7m (2014) HQ: Pittsburgh, PA Funds Raised: $60.0m Latest Financing Round: $40.0m Latest Financing Valuation: N/A Services offered:  Designs and develops better-for-baby and easier-for-parents products through the use of advanced robotics. Customers List: N/A Key facts:  It sells its high-tech baby gear in 2,000 retail locations nationwide and has distribution in 52 companies Automatic Labs Automatic Labs is a provider of driving assistant application Founded: 2011 http://www.automatic.com Employees: 51-200 Revenue: N/A HQ: San Francisco, CA Funds Raised: $32.0m Latest Financing Round: $9.0m Latest Financing Valuation: $72.0m Services offered:  The company provides a hardware dongle that connects to a car's onbard computer, which provides data about the car and trips it makes as well as mobile application that collects and analyze the data  Products include Automatic Adapter; Apps for Business, Convenience, Savings & Safety, Performance, Automatic Dashboard and Automatic Fleet Customers List: N/A Key facts:  Automatic diagnoses the clients check engine light with easy-to-understand descriptions of what’s wrong. Blippar Blippar is the world’s leading image-recognition platform and visual browser for mobile targeted specifically at customer- brand interaction Founded: 2011 www.blippar.com Employees: 300 Revenue: N/A HQ : London, UK Funds Raised: $99.0m Latest Financing Round: $54.0m Latest Financing Valuation: N/A Services offered:  An augmented reality ad platform that uses real-world tags to deliver extra AR content in offline situations.  Blippar provides new ways to drive engagement and interaction, and offers tangible data on ROI for real-world marketing Customers List: P&G, Coca-cola, PepsiCo, Nestle, Jaguar Key facts:  Blippar has a self-service platform Blippbuilder, which enables license-holders - whether publishers, agencies or brands – to build blipps into their products, pages, advertising collateral quickly and simply without any help  Acquired Layar (AR company) in 2014 and invested in WaveOptics (smart specs company) in 2015  Since launching in 2011, Blippar has expanded rapidly internationally - with offices in London, NYC, San Francisco, Chicago, LA, Istanbul, Delhi and Amsterdam. 31
  32. 32. CONFIDENTIAL ComCap, LLC Shoptalk Attendee Profiles – Solution / Apps Company Profile Capabilities Button Button enables smart connections between apps that drive installs, increase engagement, and facilitate mobile commerce Founded: 2014 http://www.usebutton.com/ Employees: 20 Revenue: N/A HQ: New York, NY Funds Raised: $16.6m Latest Financing Round: $14.3m Latest Financing Valuation: N/A Services offered:  The company offers mobile customer acquisition, engagement, and monetization services by allowing to link apps, enabling users to add cross-application features while helping businesses to generate user loyalty.  Provides the tools and connections that allow their mobile app partners to: create better user experiences by extending app functionality from app-to-app; deliver contextually relevant, personalized and valuable connected experiences and achieve best-in-class mobile experiences with just a few lines of code Customers List: UBER, OpenTabe, Delivery.com, Ticketmaster Key facts:  Buttons not only outperforms mobile ads but also increases the client’s user engagement.  It cuts down on the time it takes for third parties to connect their apps with each other ChowNow ChowNow provides restaurants with custom online ordering tools and white label restaurant apps. Founded: 2012 www.ChowNow.com Employees: 104 Revenue: N/A HQ: N/A Funds Raised: $17.7m Latest Financing Round: $10.0m Latest Financing Valuation: N/A Services offered:  Online ordering, marketing, and customer management platform which offers services including online food ordering services, facebook ordering services , iOS ordering services etc. Customers List: N/A Key facts:  ChowNow is available for a monthly subscription fee of $89  Provides restaurants with custom online ordering tools and white label restaurant apps.  ChowNow is offering restaurants a wireless tablet to receive orders and communicate back to the customer when it will be ready. Curbside Curbside is developing a mobile application to find, buy, and pick up products from stores Founded: 2013 www.shopcurbside.com Employees: 95 Revenue: N/A HQ: N/A Funds Raised: $34.5m Latest Financing Round: N/A Latest Financing Valuation: N/A Services offered:  Provides services to find, buy, and pick up products from stores.  The Curbside Merchant Console enables alerts to staff as customers arrive to pick up orders and also manages online order workflow. Customers List: N/A Key facts: • Mobile Shopping Startup’s Footprint Now Includes San Francisco Bay Area, New York, New Jersey, Chicago, Philadelphia and Los Angeles • Curbside’s investors include Sutter Hill Ventures, Index Ventures, Jerry Yang’s AME Cloud Ventures, Qualcomm Ventures, Eric Schmidt’s Innovation Endeavors, O’Reilly AlphaTech Ventures, Gil Elbaz & David Waxman’s TenOneTen and Chicago Ventures 32
  33. 33. CONFIDENTIAL ComCap, LLC Company Profile Capabilities HotelTonight HotelTonight is a mobile hotel booking application that allows users to find and reserve same-day hotel rooms from their smartphones. Founded: 2010 www.hoteltonight.com Employees: 280 Revenue: N/A HQ: San Francisco, CA Funds Raised: $80.7m Latest Financing Round: N/A Latest Financing Valuation: N/A Services offered:  Provides mobile applications for booking same-day unsold hotel deals  Offers a marketplace for hotels to fill tonight only and last-minute rooms that would otherwise remain empty; and enables guests to book the deals using their smartphones and tablets. Customers List: N/A Key facts:  24/7 customer support  Since its launch in 2010, HotelTonight has been downloaded by more than 11 million users. InfoScout InfoScout provides real world analytics by using mobile technology to capture purchase behavior in real world Founded: 2011 www.infoscout.co Employees: 11-50 Revenue: N/A HQ: San Francisco, CA Funds Raised: $21.4m Latest Financing Round: $16.0m Latest Financing Valuation: N/A Services offered:  Provides consumer product brands insight into consumer demographics. Customers List: Unilever, Colgate, Red Bull, Intel, Henkel, P&G, Nestle, Hallmark, Mindshare, Kraft Key facts: • Nearly 1 million people plan their shopping trips with InfoScout Out of Milk app. • Over 175,000 receipt pictures are captured each day by the users of InfoScout Shoparoo and Receipt Hog apps. Metromile Metromile is a variably-priced, pay-per-mile car insurance provider that charges customers for the actual miles they drive. Founded: 2011 www.metromile.com Employees: 143 Revenue: N/A HQ: San Francisco, CA Funds Raised: $14.0m Latest Financing Round: $10.0m Latest Financing Valuation: N/A Services offered:  Metromile offers Pay-per-mile insurance service in US. Customers List: N/A Key facts:  It is currently the only company offering pay-per-mile insurance in the United States.  Per-mile insurance through Metromile is currently available in California, Illinois, New Jersey, Oregon, Pennsylvania, Virginia and Washington Shoptalk Attendee Profiles – Solution / Apps 33
  34. 34. CONFIDENTIAL ComCap, LLC Company Profile Capabilities MindMeld MindMeld provides a cloud-based service that enables companies to build intelligent voice interfaces for any application or device. Founded: 2011 www.mindmeld.com Employees: 25 Revenue: N/A HQ: San Francisco, CA Funds Raised: $15.4m Latest Financing Round: $13.0m Latest Financing Valuation: N/A Services offered:  Offers an artificial intelligence platform for voice-driven applications.  Provides natural language processing, conversational commerce services, smart applications, artificial intelligence, voice interface services. Customers List: N/A Key facts:  More than 1,200 companies are using MindMeld  Featured in Entrepreneur Magazine's "100 Brilliant Companies" of 2015  In 2014. MindMeld was the first platform that makes it possible for companies to create intelligent conversational interfaces for any app or device. Modsy Modsy allows you to see and shop inspirational designs and decor within the context of your own home. Founded: 2015 www.modsy.com Employees: 13 Revenue: N/A HQ: San Francisco, CA Funds Raised: $10.8m Latest Financing Round: $8.0m Latest Financing Valuation: N/A Services offered:  Provides interior design ideas for living room design, bedroom design, kitchen design and the entire home.  Provides built-in interior design photos, home decor, decorating ideas and home professionals services online Customers List: N/A Key facts:  It provides puzzles to design living room, bedroom, kitchen and the entire home. Postmates On-demand delivery from every restaurant and store in your city. Founded: 2011 www.postmates.com Employees: 101-250 Revenue: N/A HQ: San Francisco, CA Funds Raised: $138.3m Latest Financing Round: N/A Latest Financing Valuation: N/A Services offered:  A network of couriers provides on-demand good delivery services locally. Customers List: Nordstorm, Macy’s, LEVI’s, ALDO, Adidas, Banana Republic, Belk Key facts:  It is closely compared to Uber because of its use of mobile phones to receive orders and dispatch delivery drivers  As of October 2015, their website lists more than 100 metropolitan areas. Shoptalk Attendee Profiles – Solution / Apps 34
  35. 35. CONFIDENTIAL ComCap, LLC Shoptalk Attendee Profiles – Solution / Apps Company Profile Capabilities SailThru SailThru provides personalized marketing communication technology that aggregates and analyses disparate user data sets for enterprises. Founded: 2008 http://sailthru.com Employees: 51-200 Revenue: N/A HQ: New York, NY Funds Raised: $48.0m Latest Financing Round: $20.0m Latest Financing Valuation: N/A Services offered:  Provides an API-based e-mail service for behavioural tracking and content selection service.  Through the automated analysis of large data sets, the company generates and delivers personalized, Omni channel digital brand experiences to consumers on behalf of online enterprises. Customers List: ChemistDirect, DiscountVouchers.co.uk, Cambio, Country Outfitter, Everlane, Business Insider, The CLYMB, ClubKviar, Amaro, Betabrand Key facts:  In 2016, the company has acquired Carnival.io, a mobile marketing automation platform for global brands further solidifies its position as the only marketing technology delivering cross-channel personalization, automation and analytics based on a single customer profile 35
  36. 36. CONFIDENTIAL Shoptalk Attendees – Selected Investment Firms 36
  37. 37. CONFIDENTIAL ComCap, LLC Accel Partners Fund Overview Selected investors Key Facts Portfolio Companies Founded: 1983 Status: Private Employees: 51-200 HQ: Palo Alto, CA Company Overview: Accel is a early and growth-stage venture capital firm that backs entrepreneurs who have what it takes to build a world-class, category-defining business The company has offices Bay Area, New York, London and Banglore. It seeks to take minority stake in portfolio companies. The firm also seeks to invest in China where it targets to invest in light- emitting diodes, the smart grid, clean transmission, and solar photovoltaic materials. The firm also seeks to invest in Brazil and Latin America. In 2015, the company launched a new $305m fund to invest in early stage Indian startups and to work closely with the Indian entrepreneurs to help build their businesses from the earliest days. Target Geographies Global Target Sectors Enterprise & SaaS, Cloud & IT, Internet & consumer, services and healthcare Fund Accel India I, II, III & IV; Accel Partners III, IV, V, VI, VII, VIII, IX & X; Accel London II, III & IV; Accel Big Data Fund, Big Data Fund 2; Accel Telecom, Accel Europe Fund, Accel Capital, Accel Kelretsu and others Company Stages Incubation to late stage Investment Size Invest up to $50m AUM $10.34B Source: Company website, CapIQ, LinkedIn Kobie Fuller Principal • Previously served as Chief Marketing Officer at REVOLVE. Its investments in Campaign Monitor, UserTesting, Invoca and AdRoll. Andrew Braccia General Partner • Braccia currently serves as Director at Slack, lynda.com, Squarespace, Vox Media, MyFitnessPal, 99designs and Cloudera. Brian O'Malley Partner • Leads Accel's work with next- generation marketplaces and consumer-focused companies. • Previously at Battery Ventures 37
  38. 38. CONFIDENTIAL ComCap, LLC Activant Capital Group Fund Overview Selected investors Key Facts Portfolio Companies Founded: 2010 Status: Private Employees: 1-10 HQ: Greenwich, CT Company Overview: Activant Capital invests in growth stage technology businesses, globally. The company specializes in software and tech enabled services. Its team of growth experts is composed of both technology investors and operating executives with experience scaling technology companies. After investing, the company work closely with management teams on anything from sales strategies, and product management, to recruiting. It assist its portfolio companies in achieving their long term goals. To date, the company has deployed of over $350m of equity into the companies portfolio, with well over $1bn in exits. It can invest as little as $3m or over $100m in each company, utilizing its network. Target Geographies Global Target Sectors Technology enabled and software business It specialize in software, internet, M2M and data driven businesses Fund Activant Ventures I ($55.3m) Company Stages Late stage Investment Size $3m or over $100m AUM $106.40M Strategy In 2015, raised $250m for two funds for investments in retail technology and e- commerce companies Steve Sarracino Founder and Partner • Sarracino currently serve as Director at ShoKeep, RetailNext, WellAware.us, and Upland Software, • Steve has invested more than $2bn of equity across a broad range of technology companies. • Previously, he served as Business Partner at hybris software Trent Herren Member, Investment Team • Previously founder of Green Street Partners, and VP of commerce group at AOL 38 Source: Company website, CapIQ, LinkedIn
  39. 39. CONFIDENTIAL ComCap, LLC Steve McDermid Partner • Previously, he served as Director of Internet & New Media Investment Banking at Stifel Nicolaus • Prior, he served as VP at Thomas Weisel Partners Jamie McGurk Partner • Previously, he served as Director of Investment Banking at Thomas Weisel Partners Ana Mostarac Partner • Corporate development at a16z • Previously at Goldman Sachs and KPMG Andreessen Horowitz Fund Overview Management Team Key Facts Portfolio Companies Founded: 2009 Status: Private Employees: 51-200 HQ: Menlo Park, CA Company Overview: a venture capital firm specializing in seed, start-ups, early, mid stage, growth and late stage. The company has $2.7bn funds under management. The firm seeks representation in its portfolio companies. Plans to invest $200 million in software companies involved in biology and healthcare. The company plans to invest in plans to invest in three areas including digital therapeutics, cloud biology, and computational medicine. The company plans to invest in four Series A deals (the first round of financing after a business's initial seed capital round) and eight Series C deals (a third round of investment for businesses that have typically advanced further along) during 2016. Target Geographies North America Target Sectors Social media business and technology sector such as It focuses on software, back- end infrastructure. Cloud computing, enterprise software, business Internet, Mobile Internet and others Fund AH Bio Fund, Andreessen Horowitz Seed Fund, Andreessen Horowitz II, III & IV Company Stages Seed to growth stage Investment Size $0.01-100m AUM $4.7B 39 Source: Company website, CapIQ, LinkedIn
  40. 40. CONFIDENTIAL ComCap, LLC Arboretum Ventures Fund Overview Selected investors Key Facts Founded: 2002 Status: Private Employees: 11-50 HQ: Ann Arbor, MI Company Overview: Arboretum Ventures LLC is a venture capital firm specializing in seed-stage, early-stage, and mid-stage investments. It seeks to invest in healthcare sector with a focus on services, medical devices, diagnostics; healthcare information technology, therapeutics, technology based healthcare services and life science tools. The firm invests throughout the United States, with an emphasis on Midwest and Michigan. It seeks to invest in companies with equity investment between $5 million and $15 million. Arboretum Ventures was founded in 2002 and is based in Ann Arbor, Michigan. Target Geographies US Target Sectors Health Care, Biotechnology, Health and Wellness Fund Arboretum Ventures IV, L.P. Fund III Company Stages Early Stage Venture, Later Stage Venture, and Private Equity Investments Investment Size $5-15m AUM $4.74M Jan Garfinkle Founder & Managing Director • Jan currently serves on the board of directors for HandyLab and NXThera Inc., and as an observer for Aptus Endosystems, Esperion Therapeutics and Uptake Medical. Tim Petersen Managing Director • Previously, Tim spent nine years at Industrial Economics, Inc., Peter Kahng Portfolio Manage Peter Kahng currently serves as Portfolio Manager at Arbortum Ventures. Previously, he spent two years at Fred Alger Management 40 Portfolio Companies
  41. 41. CONFIDENTIAL ComCap, LLC Bain Capital Ventures Fund Overview Selected investors Key Facts Portfolio Companies Founded: 2001 Status: Private Employees: 11-50 HQ: Boston, MA Company Overview: Bain Capital Ventures (BCV) provides seed through growth capital for companies focused on technology and technology-enabled services primarily for enterprise customers. BCV invests across sectors including infrastructure software, application software, FinTech and healthcare. BCV is the venture capital affiliate of Bain Capital, a global alternative assets firm. BCV has partnered with over 200 companies since 1984 to start, build, commercialize and grow their businesses. BCV has approximately $3bn of assets under management and has offices in the Bay Area, New York City and Boston. The company with investments ranging from $1m of seed capital through $100m. of growth equity. Target Geographies US Target Sectors Infrastructure software, application software, FinTech and healthcare Fund Bain Capital Venture Fund 2005, 2007, 2009, 2012 & 2014; Bain Capital Venture Coinvestment Fund; Bain Capital Venture Partners 2000; BCV 2014 Private Investors; Bain Capital Integral Investors 2006 Company Stages Early stage, mid venture, expansion, late Investment Size $3-5m AUM $3.00B Ajay Agarwal Managing Director • Agarwal previously served as Head of Sales and Marketing at Trilogy. • Prior, he served as Consultant at McKinsey & Company Scott Friend Managing Director • Joined Bain Capital Ventures in 2006 after selling the company he co-founded, ProfitLogic, to Oracle • Previously at IBM Steve Anastos Associate • Previously supported seed-stage entrepreneurs at Blueprint Health in NYC, and strategy consultant at Altman Vilandrie & Company 41 Source: Company website, CapIQ, LinkedIn
  42. 42. CONFIDENTIAL ComCap, LLC Beanstalk Ventures Fund Overview Selected investors Key Facts Portfolio Companies Founded: 2013 Status: Private Employees: 11-50 HQ: New York, NY Company Overview: Beanstalk Ventures is a venture capital firm specializing in start-up and seed investments. Beanstalk Ventures look to partner with the next generation of retail tech entrepreneurs and aim to help them successfully design and build the product, recruit teams, raise the right capital, close sales and build effective marketing programs. The firm primarily seeks to make investments in e-commerce retailers, marketplaces, and retail technology sector. Beanstalk Ventures is based in the United States. Target Geographies US Target Sectors E-commerce retailers, marketplaces, and retail technology sector Fund N/A Company Stages Early stage, mid venture, expansion, late Investment Size $200k - 1M AUM $4.00M Ken Seiff Managing Partner • Prior to this ken was EVP of Direct and OmniChannel at Brooks Brothers, America's oldest retailer. • In 2012, Ken co-founded Simply Gum, the first premium and Andrew Fine General Partner • Prior to joining the Beanstalk Ventures, Mr. Fine was in Novel, Merchant Banking Group and Real Estate Investment Group of Lehman Brothers in New York. Luis Chou General Partner • Luis currently serves as partner at Novel TMT Ventures and General Partner at Beanstalk 42 Source: Company website, CapIQ, LinkedIn
  43. 43. CONFIDENTIAL ComCap, LLC Blumberg Capital Fund Overview Selected investors Key Facts Founded: 1991 Status: Private Employees:11-50 HQ: San Francisco, CA Company Overview: Blumberg Capital is an early-stage venture capital firm that specializes in providing the seed or series A round funding to technology companies in the software, digital and social media, mobile and consumer Internet industries. It invests between $0.5 million and $3 million and can participate in follow-on rounds up to $6 million per company. The firm seeks to invest at least for 12 to 18 months. It prefers to be an active board member on its portfolio companies. Blumberg Capital was founded in 1991 and is based in San Francisco, California with additional offices in Tel Aviv, Israel and New York, New York. Target Geographies United States, Israel, Germany, Canada Target Sectors Financial Services, Security, Enterprise Software, SaaS, Digital Media, Social Media, Mobile, Consumer Internet Fund Blumberg Capital III, Blumberg Capital II LP and Blumberg Capital IV Company Stages Seed, Early Stage Venture, Later Stage Venture, and Debt Financing Investments Investment Size $0.3m - $3.0m AUM $432.30M Keren Admon Principal • Previously, Keren was legal counsel at the Afcon Holding Group, traded on the Tel Aviv Stock Exchange. Chris Gottschalk Principal • Prior to Blumberg, Chris worked at Menlo Ventures , at PlayPhone and worked as an investment banking analyst in the TMT group at Cowen and Company David Blumberg Founder & Managing Partner • Prior to Blumberg Capital, David managed technology investments with Claridge Investments, Adler & Co., Apax, and T. Rowe Price Associates 43 Portfolio Companies
  44. 44. CONFIDENTIAL ComCap, LLC Campfire Capital Fund Overview Selected investors Key Facts Founded: 2014 Status: Private Employees: 1-10 HQ: Vancouver, Canada. Company Overview: Campfire Capital is a venture capital firm specializing in startup and early stage investments. The Fund. Campfire Capital was founded and funded by a collective of investors with deep expertise in all key retail functions. The fund is the first step towards truly organizing how the retail industry invests in, and supports, the most compelling and innovative startups in its space. The firm seeks to invest in consumer and retail sector. Campfire has a distinctive ownership culture in which its Core Retail Network is financially invested in each of Campfire’s investments. Target Geographies North America Target Sectors Retail, Food and Beverage, Tech (Retail Related), Beauty Fund N/A Company Stages Early Stage Investments Investment Size N/A AUM N/A Brooke Harley Partner • Prior to Campfire, Brooke served as lululemon athletica’s Director of Business Development • Brooke founded Campfire Capital in 2014 and is the fund’s Managing Partner. Manica Gautam Partner • Most recently, Manica was a Director in Onex’s Funds Group and she played a lead role in successfully raising Onex Partners IV, a $5.2 billion fund. John Currie Partner • Guha currently he serves as Chief Financial Officer at Lululemon 44 Portfolio Companies Source: Company website, CapIQ, LinkedIn
  45. 45. CONFIDENTIAL ComCap, LLC Canaan Partners Fund Overview Selected investors Key Facts Founded: 1987 Status: Private Employees: 1-10 HQ: Menlo Park, CA Company Overview: Canaan Partners is a private equity, venture capital firm specializing in buyout investments in all stages of development, seed financings, start-ups, growth and early stage investments, typically Series A and B financings. It seeks to invest globally with a focus on Asia including Israel, and United States. The firm typically invests between $0.05 million to $80 million in its portfolio company. It prefers to exit its investments within seven to 10 years. Canaan Partners was founded in 1987 and is based in Menlo Park, California with additional offices in Westport, Connecticut; Herzliya Pituach, Israel; and New York City, New York. Target Geographies Israel, United States Target Sectors IT, Adv and Mktg, Big Data-Cloud, Consumer, Enterprise-SaaS, FinTech Healthcare, BioPharma, Digital Health, MedTech Fund Fund IX, Fund X, Fund VIII, Canaan Equity III and Canaan VII Company Stages Seed, Early Stage Venture, Later Stage Venture, Private Equity, and Debt Financing Investments Investment Size N/A AUM $4.20B Eric Young Co-Founder • Prior to Canaan, Eric was a Senior VP of GE Venture Capital. Eric currently sits on the boards of EnStorage, Cortina Systems, Ebates Shopping and Xirrus Daniel Ciporin General Partner • An was the former Chairman and CEO of Shopping.com. At Canaan, Dan sits on the board of Lending Club, OpenSky, Style & Beauty, Gemvara, borro and ShopKeep POS John Balen General Partner • John currently serves on the boards of Blurb, Cardlytics,,, Switchfly, and UrbanSitter. 45 Portfolio Companies
  46. 46. CONFIDENTIAL ComCap, LLC Capital One Growth Ventures Fund Overview Selected investors Key Facts Founded: 2014 Status: Public Employees: 11-50 HQ: San Francisco, CA Company Overview: Capital One Growth Ventures is a principal investment specializing investments in fintech, big data technologies, payments and commerce, and security and authentication sectors. The Capital One Growth Ventures approach to investing centers on partnership. Capital One Capital One Growth Ventures give startups an edge and help strengthen the impact of innovative technologies. Growth Ventures is based in San Francisco, CA, United States. Target Geographies United States Target Sectors Big Data Technologies, Payments & Commerce, Security & Authentication, Small Business Fund N/A Company Stages Seed, Early Stage Venture, Later Stage Venture, and Debt Financing Investments Investment Size N/A AUM N/A Adam Boutin Principal • Prior to Capital One, Adam led a number of technology investments at Menlo Ventures and Summit Partners. Lauren Connolley Venture Partner • Lauren is a venture investor in the fintech startup community. She also leads Capital One’s anchor partnership with Plug and Play, Silicon Valley. Don Kingsborough Managing Director • Prior to joining Capital One Growth Ventures, he served as Vice President and General Manager of retail and prepaid products at PayPal. 46 Portfolio Companies
  47. 47. CONFIDENTIAL ComCap, LLC Castanea Partners Fund Overview Selected investors Key Facts Founded: 2001 Status: Private Employees: 11-50 HQ: Newton, MA Company Overview: Castanea Partners is a middle market consumer-focused private equity firm founded by operating executives and private equity veterans. It seeks to invest in United States and Canada based companies. The firm seeks to invest between $5 million and $75 million in equity per deal, enterprise values between $2 million and $250 million, sales over $10 million, and EBITDA between $3 million and $30 million. It prefers to acquire a controlling stake in its portfolio companies but can also consider minority investments, and share control with a private equity sponsor as well. Castanea Partners, Inc. was founded in 2001 and is based in Newton, Massachusetts. Target Geographies United States and Canada Target Sectors Consumer Brands, Multi-Channel Retail, And Marketing Services Companies Fund N/A Company Stages Seed, Early Stage Venture, Later Stage Venture, Private Equity, and Debt Financing Investments Investment Size $20 - 70m AUM $1.43B Steven T. Berg Managing Partner • Prior to Castanea, Steve served at Bain Capital and Bain & Company, • Steve received an MBA from The Wharton School of business Robert Smith Managing Partner • Currently, Robert Smith is an operating partner at Castanea Partners. Gerald Hughes Operating Partner • Prior to Castanea, Gerald served at School Specialty Inc. , Houghton Mifflin Holdings and HM Publishing Corp. Hughes has J.D. from Brooklyn Law School. 47 Portfolio Companies
  48. 48. CONFIDENTIAL ComCap, LLC Commerce Ventures Fund Overview Selected investors Key Facts Portfolio Companies Founded: 2003 Status: Private Employees: 1-10 HQ: San Francisco, CA Company Overview: Commerce Ventures is a new venture capital firm with a sector focus at the intersection of mobile, payments and retail technology. The firm will primarily invest in product-stage start- ups and add value through a network of strategic relationships in the retail, marketing, payments and mobile industries. Commerce Ventures is focused on investing in companies that enable new commerce models, direct financial services and the transformation of physical retail. In addition to providing capital, Commerce Ventures partners are committed to helping their portfolio companies succeed in scaling their commerce-related innovations. Target Geographies US Target Sectors Commerce sector including Retail Innovation, FinTech, Payments, Digital Marketing Fund Debut investment fund Company Stages Seed, Early Stage Venture, and Later Stage Venture Investments Investment Size N/A AUM $20.00M Dan Rosen Partner • Prior to creating Commerce Ventures, Dan was a Principal at Highland Capital and invested primarily in mobile and payments startups. Dan Raveh Principal • Prior to Wharton Dan worked at Viola Private Equity, Israel's largest technological growth equity fund. Dan served 5 years in an elite intelligence unit in the Israeli Defense Forces Nikhil Raj Venture Partner • Nikhil is a Venture Partner with particular focus on Commerce, Retail and Digital Marketing 48 Source: Company website, CapIQ, LinkedIn
  49. 49. CONFIDENTIAL ComCap, LLC Consumer Equity Partners Fund Overview Selected investors Key Facts Founded: 2009 Status: Private Employees: 1-10 HQ: Seattle, WA Company Overview: Consumer Equity Partners is a venture capital and venture development firm founded with the mission to build the companies that will drive the next generation of consumer marketing and commerce. The firm seeks to invest in franchising, lifestyle brands, multi-unit consumer centric businesses primarily in the restaurant, food, retail, and leisure industries with a focus established restaurant concepts; retail; Internet-based liquor, wine, and spirits; leisure-based consumer and real estate; consumer focused financial services; consumer related publishing, and information services; and retail. Target Geographies US Target Sectors Franchising, Lifestyle Brands, Multi-Unit Consumer Centric Businesses Primarily In The Restaurant, Food, Retail, And Leisure Industries Fund Debut investment fund Company Stages Seed, Early Stage Venture, and Later Stage Venture Investments Investment Size N/A AUM N/A Tom Furphy CEO & Managing Director • Prior to CEP, Tom was at Amazon.com as Vice President, Consumables and AmazonFresh. • He was the founder and CEO of Notiva, a SAAS platform. Bobby Martyna Managing Director • Previously, Bobby served as Managing Partner of Bay Area Principal Management Consultants. He founded Quintessent Communications. Justin Leigh Managing Director • Justin Leigh is a Founder and CEO of IdeoClick to provide online marketing and ecommerce services. 49 Portfolio Companies
  50. 50. CONFIDENTIAL ComCap, LLC Cowboy Ventures Fund Overview Selected investors Key Facts Founded: 2012 Status: Private Employees: 1-10 HQ: Palo Alto, CA Company Overview: Cowboy Ventures is a seed-stage focused fon und investing in digital startups. It seeks to invest in digital and technology companies and in Life 2.0 products. The firm prefers to invest across United States of America. Cowboy Ventures was founded in 2012 and is based in Menlo Park, California. Target Geographies United States Target Sectors E-Commerce, Games, Hardware + Software Fund Cowboy Ventures Fund I Cowboy Ventures Fund II Company Stages Seed and Early Stage Venture Investments Investment Size N/A AUM $97.00M Source: Company website, CapIQ, LinkedIn Aileen Lee Founder & Partner • Prior to Cowboy, Aileen joined Kleiner Perkins Caufield Byers in 1999. • She was also founding CEO of RMG Networks, Noah Lichtenstein Venture Partner • Noah was also a founding member of HomeRun, worked at the Climate Corporation and the Co-Founder & President of Annuvia Joanne Yuan Associate Partner • Prior to joining Cowboy, Joanne was on the investment team at private equity firm Hellman & Friedman. Portfolio Companies 50
  51. 51. CONFIDENTIAL ComCap, LLC e. ventures Fund Overview Selected investors Key Facts Portfolio Companies Founded: 1989 Status: Private Employees: 11-50 HQ: San Francisco, CA Company Overview: E.ventures is a global venture capital platform with an investment focus on early-stage consumer internet and mobile companies. The firm invests out of funds in five geographies, namely e.ventures US, e.ventures Europe, e.ventures Russia, Infinity e.ventures, and Redpoint e.ventures. Its client base is comprised of many companies, including Angie’s List , Groupon, Delicious, Sonos, Sapato, and Nginx. The firm’s team has been investing in Internet companies for more than 17 years and operates as one team by combining a global investment strategy and philosophy with local presence and insights. Founded by Mathias Schilling and Thomas Gieselmann, e.ventures was launched in 1997. Target Geographies United States, Europe, China, Japan, Brazil Target Sectors Consumer Internet, SaaS, Mobile Fund Redpoint e.ventures Brazil Fund Company Stages Seed, Early Stage Venture, and Later Stage Venture Investments Investment Size $8-20m Funds Raised $130M Source: Company website, CapIQ, LinkedIn Mathias Schilling General Partner • Mathias is co-founder and Managing Partner of e.ventures. He currently oversees the firms’ investments in Groupon, Yume, Angie’s List, Sonos, AppFolio, Eucalyptus and many others. Thomas Gieselmann General Partner • Currently serves on the board of NGINX, Playhaven, Pulse News (Alphonsolabs) and Gamersfirst. Christian Leybold General Partner • Currently, he is working out of the Hamburg and Berlin offices, leading European Internet Consumer investments. 51
  52. 52. CONFIDENTIAL ComCap, LLC First Round Capital Fund Overview Selected investors Key Facts Founded: 20074 Status: Private Employees: 11-50 HQ: San Francisco, CA Company Overview: First Round Capital is a venture capital firm specializing in growth capital investments in seed, startups, and early stage companies. The firm seeks to invest in advertising, distribution, technology- based, and marketing focused companies with an emphasis on consumer-facing business. Within technology, it prefers to invest in internet-enabled businesses including both consumer and enterprise with a clear distribution strategy. It typically invests in companies based in the United States including Philadelphia. The firm makes an initial investment of $0.5 million and also invests between $0.1 million and $0.2 million. Target Geographies United States Target Sectors Advertising, Mobile, E-Commerce Fund First Round Capital III, First Round Capital IV, First Round Capital V LP and First Round II Company Stages Seed, Early Stage Venture, and Later Stage Venture Investments Investment Size $0.1-0.2m AUM $633.40M Source: Company website, CapIQ, LinkedIn Howard Morgan Co-Founder & Partner • Howard began working with Idealab in 1996 and serves on their board. • He serves on the boards of Fab.com, Single Platform, GumGum, Energy Innovations and other private companies. Josh Kopelman Founder & Partner • For the last 5 years, Josh has consistently ranked in the top 20 on the Forbes “Midas List”. Chris Fralic Partner • Chris was most recently VP of Business Development at del.icio.us, (acquired by Yahoo ) in 2005. Portfolio Companies 52
  53. 53. CONFIDENTIAL ComCap, LLC Forerunner Ventures Fund Overview Selected investors Key Facts Founded: 2007 Status: Private Employees: 11-50 HQ: San Francisco, CA Company Overview: Forerunner Ventures is an early-stage VC firm dedicated to partnering with ambitious entrepreneurs who are meeting the challenges and opportunities of today’s rapidly evolving digital commerce landscape. The Forerunner team uniquely pairs deep domain expertise and an understanding of consumer behaviors, brand building and product, to successfully identify leaders and participate in their efforts to build meaningful companies. Representative investments include: Birchbox, Bonobos, Dollar Shave Club, Joor, Threadflip, Wantful and Warby Parker. Target Geographies United States Target Sectors Internet, E-Commerce, Retail, Retail Technology Fund Fund I Forerunner Partners II LP Company Stages Seed, Early Stage Venture, and Later Stage Venture Investments Investment Size $0.1-0.2m AUM $115.50M Source: Company website, CapIQ, LinkedIn Kirsten Green Founder, Managing Partner • With nearly 2 decades of investment experience, Kirsten combines an experience and thesis driven approach, to identify visionary entrepreneurs and compelling brand platforms. Melissa Grillo Aruz Principal • Melissa joined Forerunner Ventures as a Principal in September 2014. Eurie Kim Partner • Eurie Kim joined Forerunner Ventures as a Principal in May 2012. Portfolio Companies 53
  54. 54. CONFIDENTIAL ComCap, LLC Freestyle Capital Fund Overview Selected investors Key Facts Founded: 2007 Status: Private Employees: 11-50 HQ: San Francisco, CA Company Overview: Freestyle Capital is a venture capital firm specializing in seed and early stage investments. The firm seeks to invest in internet software and consumer and web-based enterprise technology companies. It primarily invests between $0.1 million and $0.8 million in rounds of about $1.5 million. It seeks a board seat in its portfolio companies. Freestyle Capital was founded in 2009 and is based in San Francisco, California with an additional office in Mill Valley, California. Target Geographies United States Target Sectors Internet, Software, E-Commerce, Fund Fund I Fund II Fund III Company Stages Seed and Early Stage Venture Investment Size $0.1-0.8m AUM $127.2M Source: Company website, CapIQ, LinkedIn David Samuel Founding Partner • Prior to Freestyle, Dave co- founded Crackle.com (acquired by Sony Pictures Entertainment) and founded Spinner.com in 1996. Josh Felser Founding Partner • Prior to Freestyle, Josh started two successful Internet companies, Spinner and Grouper, which were acquired by AOL Time Warner and Sony. Jenny Lefcourt Partner • Jenny founded WeddingChannel.com (sold: KNOT) and Bella Pictures (sold: CPI). Portfolio Companies 54
  55. 55. CONFIDENTIAL ComCap, LLC Fung Capital USA Fund Overview Selected investors Key Facts Founded: 1987 Status: Private Employees: 11-50 HQ: San Francisco, CA Company Overview: Fung Capital is the investment arm of the Fung family in Hong Kong which separately controls the Fung Group that sources, distributes, and retails consumer products globally. The Fung Group of companies include Li & Fung, Global Brands Group, and Fung Retailing, with over US$22 billion in total revenues and 45,000 employees in over 40 countries. Fung Capital invests in B2B technology companies that enable omni- channel retailing and improve supply chain efficiency. Investment Focus - Ecommerce - Mobile Commerce - Social Commerce - Data Analytics - Marketing Solutions - Loyalty - Augmented Reality - Supply Chain Target Geographies Europe United States Target Sectors E-Commerce, Enterprise Software, Social Media, Commerce, Social Commerce, Data Analytics, Supply Chain Fund N/A Company Stages Seed, Early Stage Venture, and Growth Stage Investment Size N/A Source: Company website, CapIQ, LinkedIn Michael Hsieh President • Mike started Fung Capital 25 years ago. He was formerly with R.H. Chappell Co., Merrill Lynch's Corporate Finance and at Sun Hung Kai Securities John Seung Partner • Seung has held various positions within Li & Fung Group including CIO of the Americas Janie Yu Partner • Janie focuses on sourcing deals and conducting due diligence on prospective investments. Prior to joining Fung Capital, she was with Burt’s Bees Portfolio Companies 55

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