The document discusses trends in e-commerce and opportunities for technology investment. It notes that online retail sales are growing rapidly worldwide, with Amazon leading the sector. Amazon represents about a third of US online sales currently and is expected to increase its share. The document outlines opportunities across the e-commerce value chain for technologies that can improve the customer experience and online retailers' economics. These include technologies for customer acquisition, browsing, conversion, payment/logistics, and customer service/loyalty. C4 Ventures seeks companies developing such technologies that provide best-in-class customer experiences or improve economics through higher conversion or lower costs.

1. The future of Commerce
#ecommercetech
Ines Cheaib - March 2018

2. 1. Latest e-commerce trends
E-commerce is booming and Amazon is leading the way

3. There is something happening in e-commerce
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4. Online retail sales growth is accelerating worldwide
World wide online retail sales in trillions USD and YoY growth
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2014 2015 2016 2017
2.30
1.86
1.55
1.34
Source: Stat ist a, 2018
16%
20%
24%

5. 15.1%
17.8%
8.8%
14.8%
In EU, UK and Germany are boosting online penetration
Online Share of Retail Trade in 2017
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Source: Stat ist a 2018

6. In the US, Amazon represents a third of online sales
Amazon share of US online sales today and expected in 2020
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Source: Fo rtune, Amazon ret ail, 20 17
2016 2020 E
34%

7. … and is expected to drive growth in the sector
Amazon share of US online sales today and expected in 2020
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Source: Fo rtune, Amazon ret ail, 20 17
2016 2020 E
50%
34%

8. Prime membership has conquered the market in the US
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Source: Co nsumer Intelligenc e Rese arch Partners, 2016
of US Amazon consumers are prime
members
of Americans earning >USD100,000
are prime members
Spending >$1000 a year.
20%
>50%

9. Amazon is the new Google of products…
Where do you start when searching for a product online ?
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52%
47%
38%
Dec 2014 Dec 2015 Dec 2016
Source: Raymond James rese arch, 201 7
Search Engines
26%
43%
55%

10. …and is driving product innovation
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Prime Now Amazon Go
Free 2-Hour Delivery No Checkout Shop

11. And terrifying big corporates
Walmart acquiring e-commerce site jet.com for USD 3.3bn
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Source: Financ i al Times, Aug 20 16

12. And it’s just the beginning
Walmart acquiring 6 companies in the e-commerce space since 2016
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Source: C 4 Vent ures analysis
Online outdoor retailer
Online women’s clothing retailer
Online men's clothing retailerDelivery logistics startup
Online footwear retailer
Online Marketplace

13. Amazon has been driving the first wave of e-commerce
while retailers have been behind
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Breadth
Convenience
VALUE
Price transparency
Free shipping
Breadth
etc.
e-commerce 1.0

14. Retailers have the opportunity to tackle the second
wave of e-commerce and lead the way
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e-commerce 2.0
Breadth
Convenience
EXPERIENCE
VALUE
Seemless integration with retail etc.
Price transparency
Free shipping
Seamless customer service
Same hour delivery
Recommandation
Discovery
Breadth etc.
e-commerce 1.0

15. 2. C4 Ventures investments thesis in e-commerce tech
We’re looking for cutting edge technologies allowing
online retailers to become more competitive

16. Opportunities across the value chain
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Customer
service & loyalty
Browsing
experience
Conversion
Payment and
logistics
Customer
service & loyalty

17. Opportunities to improve customer acquisition
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• Social shopping
• Smart pricing and promotion
• Real-time product targeting etc.
Payment and
logistics
Customer
service & loyalty
Examples
Browsing
experience
Conversion

18. 18
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• Recommendation tools
• Personalised product
• Fitting solution
• Visual search etc.
Payment and
logistics
Customer
service & loyalty
Opportunities to improve the browsing experience
Examples
Browsing
experience
Conversion

19. 19
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• On demand last-mile delivery
• Fraud prevention
• Smart stock distribution
• First mile handling etc.
Payment and
logistics
Customer
service & loyalty
Opportunities to improve payment and logistics
Examples
Browsing
experience
Conversion

20. 20
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• Quick Customer Service
• Fast returns
• Reward programs
• etc.
Payment and
logistics
Customer
service & loyalty
Opportunities to improve customer service and loyalty
Examples
Browsing
experience
Conversion

21. At C4 Ventures, we evaluate 3 criteria
Looking for amazing products and amazing tech
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Provides best-in-
class customer
experience
21
Dramatically improves
the economics either in
Conversion rate,
or Costs
3
With a
Strong proprietary
technology

22. Reach out if you’ve identified other opportunities!
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Customer
service & loyalty
Payment and
logistics
Customer
service & loyalty
• Social shopping
• Smart pricing and
promotion
• Real-time product
targeting
• etc.
• Recommendation tools
• Personalised product
• Fitting solution
• Visual search
• etc.
• On demand last-mile
delivery
• Fraud prevention
• Smart stock distribution
• First mile handling
• etc.
• Quick Customer Service
• Fast returns
• Reward programs
• etc.
The list of companies appearing in the previous slides isn't exhaustive and illustrate approaches C4 Ventures finds interesting
Browsing
experience
Conversion

23. C4 Ventures was founded in 2014
by Pascal Cagni - GM & VP Apple EMEIA 2000-2012
We like founding teams who are not afraid of challenging the status
quo and want to revolutionise their industry and the world in general,
hence our rather explosive name.

24. Strictly conf ident i al . Any use, d i sc lo su re, rep ro duc tio n, tr an smission of an y an d all in formation con tain ed in this presentation is strictly prohibited and remains IDIPC’s property.
24
We’re based in London and Paris

25. Helping Europeans companies internationalise
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26. and non european companies expand to Europe
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27. Headline @80pt Brandon grotesque
Subhead @60pt
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Smart Hardware Future of Commerce Digital Media
Focusing on 3 themes we master

28. Technologies empowering e-commerce:
Logistics, fitting, customer service, payment…
Technologies empowering retail and making it smarter:
Retail analytics, omnichannel …
Specialised marketplaces, complemented by a SAAS
offer in B2B
Direct to consumer new models:
Renting, Second hand, personal stylist…
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For C4 Ventures the future of Commerce means
#ecommercetech
#retailtech
#marketplaces
#newD2Cmodels

29. Current portfolio
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30. About us
Visit our website at www.c4v.com
Follow us on Twitter @c4ventures
Contact us:
Visit pitch.c4v.com
Email to hello@c4v.com