Com cap overview on analytics (nov 2016)

CONFIDENTIAL

eCommerce Analytics Overview

November 2016

Complete presentation at https://goo.gl/IQ3MKL

https://goo.gl/IQ3MKL

CONFIDENTIAL

2

ComCap is the only eCommerce dedicated investment bank

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.

Headquartered in San Francisco, 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, the ASEAN region, Western and Eastern Europe and Latin

America.

In this deck, we have provide a brief overview of our firm, as well as our latest thoughts on select analytics and BI

applications enabling digital retail.

Please contact Steve or Fermin to share feedback on your company profile and discuss your views on the analytics

and BI applications and B2B SaaS and professional services industries.

Aron Bohlig

Managing Partner

M: 415-235-8270

E: [email protected]

David Yom

Associate

M: 201-341-9473


Uren Dhanani

Associate

M: 512-590-4989


Fermin Caro

Vice President

M: 650-743-7825


Steve Terry

Managing Director

M: 415-971-3794


CONFIDENTIAL

Content Management

Analytics

Email Service Providers

Agencies

3

eCommerce SaaS and Services market map

Feed management

Social

eCom Platform

Onsite Search

Reviews

PIM

Logistics Software

OMS

International

Fulfillment

Mobile Payments

Payment Gateways Call Center

Logistics/FulfillmentPayments BPO

Cross Channel Campaigns

Loyalty / Rebates

Search Sites & SEM Vendors

Affiliate Networks

Marketing and Analytics

Retargeting Comp Shopping

Email Suites

Consumer Traffic

Data and Data Quality

Marketplaces

Personalization

Infrastructure

https://www.google.co.in/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&cad=rja&uact=8&ved=0ahUKEwjBjJqK27vPAhULKo8KHRfsC30QjRwIBw&url=https://liveramp.com/partner/experian-marketing-services/&bvm=bv.134495766,d.c2I&psig=AFQjCNGY3wE81oxoMSmpBsnh-yRlBByF3g&ust=1475483644982339

https://www.google.co.in/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&cad=rja&uact=8&ved=0ahUKEwjew6uy4bvPAhWHN48KHZKWDqoQjRwIBw&url=https://liveramp.com/partner/adlucent/&bvm=bv.134495766,d.c2I&psig=AFQjCNFZaxt2YvLhCb8-mkl1OTB3WB4Wvg&ust=1475485346037208

https://www.google.co.in/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&cad=rja&uact=8&ved=0ahUKEwialMOUkNDMAhWTCo4KHdGzBo8QjRwIBw&url=https://my.sailthru.com/&bvm=bv.121421273,d.c2E&psig=AFQjCNH3zcV4eisTYv30fSdr8mr-BTESzA&ust=1462990881473416







CONFIDENTIAL

4

ComCap’s strategic partner landscape

Software and Service Leaders

Payments& Fintech

End to end Players

Global Logistics Leaders

Agencies and Systems

Integrators

Retailers and Corporate VCs

eCommerce Leaders

http://industry.bnet.com/advertising/images/publicis2.jpg

CONFIDENTIAL

5

ComCap’s ecommerce / digital retail investors landscapeUS

Stage

agnostic

Buyout /

Alternate

Early

stage

Late

stage

Strategic

International

CONFIDENTIAL

Analytics overview

CONFIDENTIAL

7

Application layer; analytics and BI expected to surge

IDC predicts big data and business analytics revenues

will reach $187B in 2019 (up > 50% from 2015)

Global revenue (BI) and analytics software market is

expected to reach $16.9B in 2016

In 2015, the top 10 BI and analytics software vendors

accounted for nearly 58% of the global BI and

analytics applications market ($11.6 billion in license,

maintenance and subscription revenues)

Over the past few years, the first wave of big data /

analytics players built the infrastructure to store and

process massive amounts of data

The next wave is helping to shape the application layer

of Big Data

New entrants are offering vertical analytics and BI

applications driven by companies’

− Need for better and faster data-driven decisions

− Pressured to improve margins and performance

while simultaneously enhancing responsiveness

and CX

ComCap highlights BI and analytics applications

players, with disclosed capital raises in the past three

years, that are disrupting digital commerce including:

− Retail analytics

− Predictive analytics, and

− Risk / payments analytics

Top 10 BI and analytics software vendors accounted

for 58% ’15 BI & analytics app market

Big data software expected to surge to 46%

of the global big data market (20% ’14-’26 CAGR)

Source: IDC, appsruntheworld.com, Wikibon.

SAP, 10%

SAS Institute, 9%

IBM, 8%

Oracle, 7%

Microsoft, 5%

Qlik, 5%

Taleau, 5%Teradata Corp., 4%

MicroStrategy, 4%

Informatica, 1%

Other, 42%

CONFIDENTIAL

8

Business needs are driving the evolution of analytics and BI

platforms and the proliferation of specialized applications

Democratization of BI and analytics, enabled by the enormous capital deployed at the infrastructure

level, is transforming the way businesses identify and act on value maximizing opportunities

BI and analytics applications are becoming highly specialized, providing business users with

insights and recommended actions to optimize revenues, performance and profits

Analytics Workflow

Component

IT-Centric Reporting and Analysis

Platform

Modern BI and Analytics Platform

Data Source Upfront dimensional modeling required

(IT-built star schemas)

Upfront modeling not required

(flat files/flat tables)

Data Ingestion and

Preparation

IT-produced IT-enabled

Content Authoring Primarily IT staff, but also some power users Business users

Analysis Structured ad hoc reporting and analysis

based on a predefined model

Free-form exploration

Insight Delivery Distribution and notifications via scheduled

reports or a portal

Delivery via sharing and collaboration,

storytelling, and open APIs

High-Level Comparison of Traditional and Modern BI and Analytics Platforms

Source: Gartner

CONFIDENTIAL

9

Big Data Landscape (2016)

Sources:

(1) http://blogs-images.forbes.com/louiscolumbus/files/2016/08/big-data-landscape.jpg

Sales & Marketing Customer Service Human

Capital

Legal

Ad Optimization Security Vertical AI

Applications

Publisher Tools Government /

Regulation

Finance

Education /

LearningIndustriesLife Sciences

ApplicationsCross-Infrastructure /

Analytics

http://blogs-images.forbes.com/louiscolumbus/files/2016/08/big-data-landscape.jpg

CONFIDENTIAL

10

Retail and risk stand out as analytics applications continue to

attract capital

Retail & Risk analytics companies are still

experiencing steady deal activity

Predictive analytics companies deal

volume has declined in 2016

Deal volume has steadily increased since

2013 with $3bn being raised, while annual

deal activity has decreased from 36 total

deals in 2013 to 29 in 2016YTD for

transactions over $5mm

For all analytics deals global from 2013-

2016YTD, there were nearly 320 deals that

raised over $4bn

18

0

23

68

39

90

15 38 6

8

38

6

70

22

67

15

0

14

0

57

32

5

17 5

7

21

0

71

14

8

70

25

2

11

6

38

18

11

9

31

4

8

98

RetailAnalytics

MarketingSuite

Analytics

eCommerceAnalytics

PredictiveAnalytics

RiskAnalytics

PaymentAnalytics

LogisticsAnalytics

Analytics(Other)

2013 2014 2015 2016 YTD

9

2

43

8

2 2

6

13

2 2

67

2

0

3

11

12

8

5

21

2

10

32 2

5

3

1

3

RetailAnalytics

MarketingSuite

Analytics

eCommerceAnalytics

PredictiveAnalytics

RiskAnalytics

PaymentAnalytics

LogisticsAnalytics

Analytics(Other)

2013 2014 2015 2016 YTD

$521

$766 $772$963

36 35

32 29

0

5

10

15

20

25

30

35

40

$0

$200

$400

$600

$800

$1,000

$1,200

# D

eals

Capital ra

ised (

$m

m)

Capital raised ($mm) # Deals

Total # of deals*

Capital raised ($mm)*

Total capital raised & number of

deals (2013-2016YTD)*

Comments

Source: Capital IQ, Crunchbase and Pitchbook

Dates: 1/1/2013 – 11/8/2016

Note: *Only includes companies that have completed $5mm+ round

CONFIDENTIAL

11

Total private capital raised for Analytics companies (2013-2016YTD)

To

tal

Cap

ital

Rais

ed

$25m

`

$10m

$50m

$75m

Source: Company data, press releases, Capital IQ, Crunchbase and Pitchbook

Dates: 1/1/2013 – 11/8/2016

Note: Only includes companies that have completed $5mm+ round

$100m+

$0

eCommerce PredictiveRetail PaymentLogistics Marketing SuitesRisk Other

CONFIDENTIAL

ComCap overview

CONFIDENTIAL

13

Why ComCap?

Who is ComCap?

− Ecommerce-focused boutique, 100% focused on the ecommerce value chain

− Proven team with background at Credit Suisse, UBS, J.P. Morgan, with 50+ years of experience

− Senior execution, no bait-and-switch, but with a strong bench team for support

− We are small, so we must be selective, working only on the best probability engagements, but

working ferociously to achieve a great outcome

− We do deals where we add unique value – not untargeted auctions to test the market

How do we differentiate?

− Vertical focus enables deep understanding of your value proposition

− Unique synergies identification and advocacy process – based on bottoms up revenue and profit

analysis of the value of entering new geographies, new verticals for strategic investors / buyers

− Huge network among strategics in the US, Europe and Asia

− 50% of our transactions are cross border (active in the US, Asia, Europe and LatAm)

− New market entry experience on buyside

Win-win proposal and differentiated proposition for our clients

− While we may charge premium pricing, we offer greater levels of service than other firms, and

our client references will attest to this

CONFIDENTIAL

14

ComCap – A leading boutique at the intersection of Capital

and CommerceValue

Proposition

Unique, Focused, Global, Strategy and Investment Banking Boutique

Recent transactions completed or underway in the United States, Japan, China, Singapore, Argentina, UK, Sweden, Belgium,

France, Germany

$2bn revenue Japanese ecommerce BPO co.

#3 Russian Internet company

#1 UK Internet company

Multiple private B2B ecommerce systems integrators

Selected

ComCap

Clients

#1 Asian ecommerce B2B company

$200mm rev US public company

Multiple US and EU private equity funds

Many ecommerce SaaS companies

Google

eBayPrevious

Clients

Dice.com

Internet Brands

Yahoo

Digital River

Selected Team

Members

Sakshi Goel

AssociateBack office

Team

Shiv Ng

PPG

Sabeeh Mohsan

Analyst

Cindy Lang

Administration and Ops

Experience

Education

Location

Aron Bohlig

Managing Partner

21 years

Credit Suisse

Become, Nortel

Wharton MBA

San Francisco

Mr. Bohlig is a registered representatives of and Securities and Investment Banking Services are offered through BA Securities, LLC Member FINRA SIPC.

ComCap and BA Securities, LLC are separate and unaffiliated entities

Fermin Caro

Vice President

12 years

Credit Suisse

Yale MBA

San Francisco

Uren Dhanani

Associate

5 years

UBS, DaVita

McCombs School

of Business

San Francisco

David Yom

Associate

9 years

J.P. Morgan,

Deutsche Bank

Georgia Tech MBA

San Francisco

Alex Martin

Associate

9 years

Credit Suisse

Richard Ivey School

of Business

San Francisco

Steve Terry

Managing Director

20 years

Credit Suisse

Battery Ventures

Robertson Stephens

McCombs School

of Business MBA

San Francisco

CONFIDENTIAL

15

Selected ComCap transactions & recent mandates

US Europe Asia

Strategic Advisory

Sep 2013 Mar 2013

Merger with

StrategicAdvisory

Mar 2013

Feb 2015

$45,000,000

Financing

$20,000,000

Series B Financing

Aug 2015

Sole Advisor to PFSwebSep 2014

Acquisition of

EuropeaneCommerce

SaaS

Dual Track Process

Pending

Sole advisor to transcosmos

Mar 2016

Acquisition of stake in

Project El Dorado

LatAm Buyside

Pending

Project Tango

DNVB (clothing)

Equity Financing

Pending

Project Orion SaaS

Dual Track Process

Pending

Project Nitro

$100m

Financing Pending

Acquisition of

$55,000,000

Sole Advisor to PFSwebJun 2015

Acquisition of

Sole Advisor to PFSwebJun 2015

Sole Advisor to PFSwebSep 2014

Acquisition of

$62,500,000

Debt Financing

Sep 2015

$14,690,000Acquisition of

stake in

Sole Advisor to transcosmos

May 2013

Acquisition of 20% stake in

Sole Advisor to transcosmos

Jul 2013

Strategic equity

investment from

Aug 2016

Sole AdvisorOct 2015

Project Titan $200,000,000Acquisition

CONFIDENTIAL

16

$5$9

$23

$0

$3

$9

$5

$12

$33

$0

$10

$20

$30

$40

2016E 2017E 2018EDnA Standalone DnA Synergies

ComCap helps DynamicAction raise $15m Strategic Round

• DynamicAction (DnA) is a San Francisco based SaaS predictive

analytics platform for retailers

• DnA’s solution leverages >600 algorithms to provide large retailers with

big data insights, derived from $12bn in annual GMV (2nd only to

Amazon), and proscribe prioritized actions related to critical issues that

are largely not visible today - across primarily merchandising, site

operations and customer interactions

• Marquee retailers in the US, UK and Europe such as Victoria’s Secret,

Abercrombie, American Eagle Outfitters, Brooks Brothers, Eddie Bauer,

Cole Haan, Otto Group, Tesco, and El Corte Ingles achieved >20% Y/Y

growth in profit during the 4Q (the most important season for retailers)

• At the time of the transaction, DnA surpassed its 2016E target revenue

and had visibility into >70% of its 2017E target standalone revenue

(112% including its weighted pipeline)

• The round valued DnA at 7.3x 2017E target standalone revenue and

5.3x 2017E revenue (including synergies)

ComCap process differentiation

ComCap successfully executed a capital raise and partnership with committed resources to accelerate

growth and realize material revenue synergies

• Extensive pre-transaction engagement to optimize company’s

positioning emphasizing first mover advantage and

differentiation

• Process designed to engage with key strategics and targeted

private equity players on a global basis

• Created detailed analysis of historical financials to support key

value drivers, customized for each strategic investor, and

detailed synergy models to gain commercial buy-in

• Aggressively engaged with commercial and strategic investment

teams to foster commitment to and consideration for synergies

in the valuation rationale

• Accenture’s retail practice corroborated the commercial opportunity

and, along with the strategic investment, committed to accelerating

DnA’s penetration of the largest retailers worldwide.

• Synergies to DnA are expected to contribute 33% in incremental

annualized revenues vs. DnA’s 2017E standalone revenues

5.3x

Multiple

DnA revenue ramp including synergies ($m)

implies a ‘17 multiple in-line with vertical SaaS leaders

CONFIDENTIAL

17

ComCap helps drive global ecommerce outsourcing expansion

through $15mm equity investment

Global outsourcing leader with premier client base, seeks

expansion via digital services & new geographies

• Based in Tokyo, founded in 1985, (TSE: 09715) since 1997

• $1.5B in sales, ~16,000 employees, ~ 800 clients

• Leading BPO, contact center, digital marketer w. Asia expertise

• Proactively sought to meet clients’ Int’l. expansion needs

• Identified ecommerce as next evolution in outsourced services

International outsourced ecommerce with robust

capabilities and iconic global brands

• Based in Texas, founded in 1994, IPO 1999 on NASDAQ:

PFSW

• $250M in sales, 1,400 employees, >60 brand name clients

• Best in class provider of end-to-end ecommerce outsourcing

• Established operations in N. America and Europe

• Seeking strategic partners to achieve a global solution

Capabilities

Capabilities

Clients Clients

Working with fifteen different strategic partners over four months, ComCap brought together a large

strategic and a best-of-breed point provider to create a best-in-class, end-to-end, global solution

CONFIDENTIAL

1818

$45m investment from Bridgepoint Development Capital for

Trustly

• Trustly is a Stockholm-based online payment services provider

(PSP)

• At the time of the transaction, Trustly processed payments of

€1.1bn p.a., implying year-on-year growth in excess of 100%

• Trustly's proprietary and scalable PSP technology platform

integrates any payment method and offers instant pay-ins and

pay-outs, based on online banking epayments

• Trustly's instant pay-ins and pay-outs are used by leading

merchants across a variety of segments, such as Peer-to-Peer

Marketplaces (Blocket, part of Schibsted), Sharing Economy

(Tripwell), Travel (Logitravel), Electronics (Samsung), Daily

Deals (Groupon), Financial Services (Western Union), Gaming

(bwin.party) and e-Wallets (PayPal)

ComCap Process Differentiation

ComCap successfully executed a capital raise to fuel Trustly’s European expansion

• Extensive pre-transaction engagement to optimize company’s

PR strategy and corporate positioning

• Process designed to engage with key strategics and private

equity players on a global basis

• Created detailed financial and operational model to enable

counterparties to construct own “what if” and scenario analyses

• Aggressively bid European and US private equity firms against

each other to optimize valuation and size of secondary

component

• Minimized period of exclusivity to optimize competition on

economics and lower deal risk

$45,000,000

Financing

Feb 2015

• Bridgepoint is an International private equity firm focused on

investing in leading middle market businesses

• Bridgepoint Development Capital ('BDC') focuses on buyouts

and growth capital investments, typically in businesses with an

enterprise value between $25m and $150m

CONFIDENTIAL

Summary profiles of select companies

CONFIDENTIAL

20

Select Company Profiles – Marketing Suites

Company Profile Capabilities

Curalate

Provider of a visual analytics and marketing platform

Founded: 2011 www.curalate.com

Employees: 100 Revenue: N/A

HQ: Philadelphia, PA Funds Raised: $39.9m

Latest Financing Round: $27.5m

Latest Financing Valuation: N/A

Services offered:

Offers 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

Customers List: Gap, Neiman Marcus, Lucky Brand, Sephora, Nordstrom, Crate & Barrel,

Swarovski, Urban Outfitters, Barney’s New York, J. Crew, Staples, Vineyard Vines

Key facts:

Curalate is the leading visual content monetization platform and a partner to 800 of the

world's leading brands

The company was formerly known as Storably, Inc. and changed its name to Curalate,

Inc. in August 2012

The company is backed by top tier VC’s including NEA and First Round Capital

FollowAnalytics

Provider of a mobile marketing platform

Founded: 2013 www.followanalytics.com

Employees:35 Revenue: N/A

HQ: San Francisco, CA Funds Raised: $17.0m



Services offered:

FollowAnalytics offers a mobile engagement platform that connects mobile to the user’s

existing marketing stack to power 1:1 personalized push notifications, in-app messaging,

email, video, and coupons

Customer List: Allianz, LVMH, Wells Fargo, Renault, AXA, Voxeet, BNP Parabas, L’Oreal,

Michelin

Key facts:

Provides a mobile marketing automation and engagement platform for Fortune 2000

companies

FollowAnalytics has offices in Paris and Montreal

Investors include Salesforce Ventures, Aspect Ventures, Zetta Venture Partners,

Sapphire Ventures and Cathay Innovation

Interana

Developer of analytical software for mass data interpretation

Founded: 2013 www.interana.com


HQ: Redwood, CA Funds Raised: $46.3m



Services offered:

Offers a platform for the development of insights by interpreting large amounts of data in

real time, employing a visual interface where users can perform queries directly to

answer questions about digital behanvior

Customer List: Survey Money, Tinder, Sonos, Teambition, Imgur, Flowroute, BloomBoard,

Bing, Reddit, Asana and Microsoft Azure

Key facts:

Its software is used by business, product, UX, growth, community, sales, editorial,

support, marketing, engineering, and data clients

The company raised $18 million in an oversubscribed funding round led by Vertex

Ventures, with participation from Battery Ventures, Data Collective, Allen Company, Fuel

Capital and Index Ventures



CONFIDENTIAL

21

Select Company Profiles – Marketing Suites (cont’d)


Origami Logic

Developer of platform for visual, self-service analytics

specifically geared for marketers

Founded: 2011 www.origamilogic.com


HQ: Menlo Park, CA Funds Raised: $49.3m



Services offered:

Origami Logic provides marketing signal measurement platform to manage and optimize

marketing campaign investments across various marketing channels and platforms

Customer List: P&G, HP, JCPenney, Intel, Wells Fargo, Hulu, Jack in the Box

Key facts:

Origami Logic is a marketing analytics company focused on helping teams master their

marketing performance.

Its software measures more than 1.2 billion signals daily across social networks and

digital channels.

The company is funded by top-tier investors Accel Partners, Icon Ventures, NextWorld

Capital, DAG Ventures, and Lightspeed Venture Partners..

Real Impact Analytics Belgium

Provider of big data application for telecom industry

Founded: 2009 www.realimpactanalytics.com


HQ: Brussels, Belgium Funds Raised: $24.6m



Services offered:

The company offers One-on-One Campaigning, an interface to control entire

campaigning value chain; 360 Profiler, a solution that allows users to compute rich

subscriber profiles with smart variables; and Customer and Product Intelligence, a

segmentation tool that provides actionable insights based on customer behavior

Customers List: Airtel, Vodoom, Vivo, Mtn, Orange, Telefonica, Proximus

Key facts:

Real Impact Analytics was awarded the Promising Enterprise of the Year 2016 award by

Ernst & Young

100+ team members from 28 different countries based in 4 offices around the world

travelling to 40+ countries making 100+ successful implementations happen

Runtime Collective

Designer and developer of social media monitoring tools

Founded: 2000 www.brandwatch.com


HQ: Brighton, UK Funds Raised: $68.0m



Services offered:

Runtime Collective offers Brandwatch Analytics, an enterprise social intelligence platform

that helps brands extract business-changing insights from social conversations; and

Brandwatch Vizia, a data visualization product that displays social media data in

animated and interactive displays for communication and insights across the businesses

Customer List: ESPN, Fox, Kellogg’s, Jack in the Box, Cathay Pacific, Walmart, The

Economist, Kohler, Moneygram, Argos

Key facts:

Brandwatch is a subscription-based service with over 1,200 clients.

In March 2014, Brandwatch partnered with Gnip, a social media API company, to release

a new application that would allow users to access more social data and analytics.

The company has opened additional offices outside of the UK in Stuttgart, Berlin, New

York, Chicago and San Francisco.



CONFIDENTIAL

22

Select Company Profiles – Marketing Suites (cont’d)


Selling Simplified

Provider of marketing as a service (MaaS) systems

Founded: 2008 www.sellingsimplified.com


HQ: Greenwood Village, CO Funds Raised: $5.8m



Services offered:

Provides a technology platform for sales teams to focus on continuing conversations with

engaged prospects from a nurtured pipeline.

The company offers LeadFUSION, a marketing-as-a-service solution, LeadCARE,

LeadENGAGE, LeadPROSPECTOR, LeadAUTOMATE and LeadANALYTICS solutions.

Customer List: HP, Oracle, Citrix, Adobe, Docusign, IBM, Pulse, Symentic, VMWare

Key facts:

The company is a global demand generation leader with offering Marketing as a Service

(MaaS)

Selling Simplified Inc. is part of the Selling Simplified Group (SSG)

The company has additional offices in California, Pume, India and London, UK

Unified

Provider of cloud-based social operating platform

Founded: 2011 www.unified.com


HQ: New York, NY Funds Raised: $63.9m



Services offered:

The company offers advertising services, including strategy, execution, support,

campaign analysis, and real-time execution; professional data services, such as

designing and building technology solutions for data needs, managing data, custom

reporting, and consulting and training support; and campaign automation services

Customer List: Microsoft, Toyota, Bayer, Laxus, Xbox, Ragu, Paramount, XBox

Key facts:

Unified’s software empowers Fortune 500 companies and agencies to drive marketing

success in the context of their business goals

Unified integrated the Pinterest Ads API in September 2015 to help advertisers

throughout their planning, buying, optimization and measurement processes.

The company has additional offices in San Francisco, Chicago or Los Angeles


CONFIDENTIAL

23

Select Company Profiles – Retail Analytics


Axtria

Operator of a big data and analytics company to help users

make data driven decisions.

Founded: 2009 www.axtria.com

Employees: 800+ Revenue: N/A

HQ: Berkeley Heights, NJ Funds Raised: $38.6m


Latest Financing Valuation: $124.0m

Services offered:

Provides big data technology and consulting services to help clients make decisions

regarding allocation of spend along with sales and risk management for the consumer

goods, financial services, life sciences and retail sectors.

Customers List: N/A

Key facts:

The company’s cloud-based analytical applications have 10,000+ users.

The company has developed proprietary analytical applications like SalesIQ, MarketingIQ

and RiskIQ.

The company has additional offices in California; Georgia; and Gurgaon, India.

The company remained 3 consecutive years on Inc500|5000 list of the fastest growing

private companies (2014 – 2016)

Context-Based 4casting Ltd

Provider of pattern-based predictive-analytics technology.

Founded: 2008 www.c-b4.com


HQ: Herzlyia, Israel Funds Raised: $6.0m



Services offered:

The company provides granular predictive analytics services for commerce, telco and

finance organizations.

Customer List: NettiX, Big Basket, Indiegogo, Sem hora

Key facts:

C-B4 is a profitable company whose business model is software as a service.

C-B4’s technology has won many industrial acknowledgments such as IBM SmartCamp,

2011, The Dealmakers Summit, 2012, and Nokia’s “Most Promising” Startup, 2013.

In June 2014, the company completed Series A led by Sequoia Capital. Follow on

undisclosed investors also participated in the round.

Fuzzy Logix

Provider of a software for predictive analytics.

Founded: 2007 www.fuzzylogix.com


HQ: Charlotte, NC Funds Raised: $5.5m



Services offered:

Offers DB Lytix which embeds analytics within a database, so that a query to the

database can produce analytical results directly without need to first extract a data-set.

It also offers technology and analytics advisory services.

Customer List: Caterpillar, Tesco, Siemens, Gilead, Humana, Bank of America

Key facts:

Fuzzy Logix offers four software products, DB Lytix and Fin Lytix are comprehensive

libraries of in-database analytic models.

The company has created a large library of over 700 advanced analytical functions.

The company has offices in the USA, UK and India; the Senior Management team are

based in the US on the East and West coasts.



CONFIDENTIAL

24

Select Company Profiles – Retail Analytics (cont’d)


MemSQL

Provider of real-time databases for transactions and analytics.

Founded: 2011 www.memsql.com





Services offered:

The company provides an in-memory SQL database designed to accelerate applications,

power real-time analytics and combine structured and semi-structured data into a

consolidated big data structure.

Customer List: Aappsflyer, Tapjoy, Pinterest, Memsql, CPXI, Ziff Davis, Novus

Key facts:

The company plans to use the funding to accelerate growth across the company

including engineering, sales, support, and marketing.

On April 23, 2013, MemSQL launched its first generally available version of the database

to the public

NOMi

Provider of real-time customer behavior analytics and in-store

monitoring technology.

Founded: 2000 www.nomi.com


HQ: Norcross, GA Funds Raised: $92.1m



Services offered:

Provides sensors and software that automatically capture and analyze consumer activity

in brick-and-mortar settings.

Customers List: N/A

Key facts:

Nomi started out as a company called Brickstream, and was founded in 2000 by ex-

Salesforce employees.

With more than 140,000 Brickstream sensors being used in stores located in more than

60 countries

The company claims to be the market leader in retail store analytics with the industry’s

only patent-protected vertically integrated solution.

PlaceIQ

Developer of geo-location data services and mobile marketing

tools.

Founded: 2010 www.placeiq.com


HQ: New York, NY Funds Raised: $52.0m



Services offered:

Provides location intelligence, enabling advertisers to reach defined mobile brand

audiences at scale for marketing activities.

Customer List: Yahoo, Shopify, Bigcommerce, Magento, Prestashop

Key facts:

The company claims that it tracks 10 billion location-enabled device movements each

day.

The company series D funding will help ramp up staffing of its U.S. operations.

The company has additional offices in Westminster, San Francisco, Los Angeles, Detroit,

Chicago, and Boulder.



CONFIDENTIAL

25

Select Company Profiles – Retail Analytics (cont’d)


Quri

Provider of a retail-intelligence service.

Founded: N/A www.quri.com





Services offered:

The company provide real-time data and insights to brands and retailers using the

company's proprietary mobile application.

Customer List: Procter & Gamble, Heineken, Unilever, Kraft, Nestlé, Johnson & Johnson.

Key facts:

Quri is transforming retail execution by providing real-time, store-level visibility into the

performance of products and promotions in 150,000 retail locations across 6,000 cities.

More than 200 global companies rely on Quri to help optimize the $4 trillion dollars spent

annually on retail go-to-market and merchandising.


CONFIDENTIAL

26

Select Company Profiles – Risk Analytics


Cyence

Provider of a platform for economic modeling of cyber risk.

Founded: 2014 www.cyence.net


HQ: San Mateo, CA Funds Raised: $40.0m



Services offered:

The company's platform enables insurers to translate cyber-threats to dollars and

probability, relying on models that involve human behavior and processes along with

technology.

Customers List: N/A

Key facts:

The company has developed the industry’s first economic cyber risk modeling platform

quantifying cyber risk in probabilities and dollars

Investors include New Enterprise Associates, Institutional Venture Partners, and Dowling

Capital Partners

Driveway

Provider of software telematic platform for auto insurers to

build usage-based insurance program.

Founded: 2011 www.driveway.ai





Services offered:

• The company provides cloud-based technology platform for smartphone applications that

collect driving data and scalable cloud hosted analytics delivering risk indicators as well

as raw data for actuarial research.

Customers List: N/A

Key facts:

No plug-in device and no driver interaction is required.

More than 200,000 drivers have already downloaded and used the app, giving the

opportunity to collect and analyze more than 500 million miles of driving data.

The company has developed tools that coach drivers toward safer behavior and help

insurers engage with their customers.

Guardian Analytics

Provider of a fraud prevention software for protecting online

channels and accounts.

Founded: 2005 www.guardiananalytics.com


HQ: Mountain View, CA Funds Raised: $51.2m


Latest Financing Valuation:$75.1m

Services offered:

Provides a risk management software for online fraud detection, forensics and ongoing

risk monitoring to financial institutions such as banks, credit unions and brokerage

companies.

Customer List: N/A

Key facts:

Guardian Analytics is marketed as software as a service and can be deployed in the

company's SAS 70 Type II certified environment

As of Sep 2016, nearly 430 financial institutions are using Guardian Analytics products

In 2012, Guardian Analytics together with McAfee dissected the US$78 million cyber

attack titled Operation High Roller.




CONFIDENTIAL

27

Select Company Profiles – Risk Analytics (cont’d)


LoanLogics

Provider of a technology platform to improve the transparency,

accuracy and quality of consumer loan commerce.

Founded: N/A www.loanlogics.com


HQ: Feasterville-Trevose, PA Funds Raised: $21.7m



Services offered:

The company serves the needs of residential mortgage lenders, services, insurers and

investors that want to improve loan quality, performance and reliability throughout the

loan life cycle.

Customer List: CMC funding, Credit Plus Inc., Texas Capital Bank, First United

Key facts:

The company has 450 clients and over 20,000 users .

The company began as an angel-funded company called Aklero Risk Analytics just after

the financial crisis in 2007.

The recently merged company raised a $10 million Series B to fund research and

development, and grow its marketing and sales teams.

ThetaRay

Provider of a big data analysis platform for cyber security and

risk detection.

Founded: 2012 www.thetaray.com


HQ: Hod HaSharon, Israel Funds Raised: $25.0m



Services offered:

The company offers a platform based on algorithms for advanced cybersecurity and

operational efficiency to protect the financial-service sectors and critical infrastructure

against unknown threats. It caters to organizations whose operations rely on

heterogeneous and complex environments leverage.

Customer List: ING Group

Key facts:

ThetaRay's core technology is based on state of the art algorithms, which power its

proprietary Hyper-Dimensional, Multi-Domain Big Data Analytics platform.

The company has additional offices in New York and Singapore. The company opened

an office in Singapore in July 2016.

The company has received investments from JVP, General Electric, and Poalim Capital

Markets.


CONFIDENTIAL

28

Select Company Profiles – Predictive Analytics


Atigeo

Provider of semantic software applications

Founded: 2005 www.atigeo.com


HQ: Bellevue, WA Funds Raised:$34.6m

Latest Financing Round: :$18.4m


Services offered:

The company's products include xPatterns, a platform that leverages semantic

technology to offer an approach for extracting knowledge from structured and

unstructured collections of data that reside across various sources; and

Persona, a platform, that enables enterprises to deliver personalized experiences to end-

users based on individual's preferences, use history, and current context.

Online models offer advanced, real-time predictive data analytics.

Customer List: N/A

Key facts:

It also provides advertising services, such as an advertising optimization platform to

deliver messaging, creative, and products to consumers; and an online advertisement

optimization for advertisers and agencies.

The company was formerly known as AziMyth, LLC. and acquired ClearSight technology

in 2016.

Blue Medora

Provider of a platform for development, implementation and

support of software products.

Founded: 2007 www.bluemedora.com


HQ: Grand Rapids, MI Funds Raised: $14.4m


Latest Financing Valuation: 32.0m

Services offered:

The company's software tie together data from virtualized and cloud-based databases,

applications, and services with the critical underlying compute, storage, and network

infrastructure to create a unified view of a company’s infrastructure.

Offers predictive analytics / capacity planning for virtualized database workloads

Customer List: N/A

Key facts:

It sells its products through resellers.

The company has strategic partnerships with VMWare, Oracle, and IBM.

The company s’ software extends the capabilities of market leading Cloud System

Management and Application Performance Management solutions.

Datavisor

Provider of security analysis software.

Founded: 2013 www.datavisor.com


HQ: Santa Clara, CA Funds Raised: $29.0m



Services offered:

The company provides big data security analysis and predictive fraud detection software

for consumer-facing websites and other mobile applications.

Customers List: Momo and Yelp

Key facts:

The company s backed by NEA

The DataVisor solution works in real-time and leverages cloud computing to meet the

needs of the largest Internet sites in the world.



CONFIDENTIAL

29

Select Company Profiles – Predictive Analytics (cont’d)


Guavus

Provider of analytics software enabling businesses to utilize

Big Data for decision-making.

Founded: 2006 www.guavus.com





Services offered:

The company’s software analyzes data generated by individual users on telecom

networks, providing intelligence for monetizing websites and applications, generating

revenue and improving website-customer experiences.

Customer List: N/A

Key facts:

It produces an operational intelligence platform that analyzes streaming data and data at

rest.

The company has offices in Mexico, Montreal, Singapore, and the UK.

In January 2013 Guavus acquired the Canadian data company Neuralitic Systems, which

now operates as a Guavus company.

Skytree

Provider of data analytics platform.

Founded: 2010 www.skytree.net


HQ: San Jose, CA Funds Raised: $26.3m



Services offered:

Offers a machine learning platform which enables organizations to perform and discover

analytic insights, predict future trends, make recommendations and reveal untapped

markets and customers.

Customer List: SETI Institute, eHarmony, PayPal, Samsung, Tyco, Ebay, Discover,

American Express

Key facts:

Backed by US Venture Partners, Javelin Venture Partners, Samsung, UPS, and In-Q-Tel,

Skytree is involved in enterprise-grade machine learning.

The company also provides consulting services, such as statistical methodology

needs/possibilities assessment, and many more.

The company has a strategic partnership with MapR Technologies, Inc.


Date post:	16-Apr-2017
Category:	Technology
Upload:	david-yom
View:	526 times
Download:	7 times

Com cap overview on analytics (nov 2016)

Technology