Slide 1: Investor Presentation October 2018
For personal use only : YOJ OCTOBER 2018 INVESTOR PRESENTATION 1
Slide 2: Click here to view interactive online version
For personal use only CLICK HERE TO VIEW INTERACTIVE ONLINE VERSION 2
Slide 3: How many different software systems are needed to run logistics?
Q: How many different software For personal use only systems are needed to run Shipping Container Trucking, Long Haul Trucking, and Last Mile Logistics? 3
Slide 4: Finally it's just one! Yojee.
A: Finally it’s just one! Yojee. For personal use only (With a little help from some Ai and a smart-phone) Introducing a multi-leg, sector agnostic, low-cost modelling smart platform for modern logistics. ● An ASX-listed innovator set to fundamentally revolutionise logistics ● Australian market wort
Slide 5: Yojee's Mission
YOJEE’S MISSION For personal use only DRIVER ● Connecting a fragmented AUD$12.6 SUPPORT trillion logistics industry through the power of technology. ● Focus on customer experience ● Leveraging the power of AI to gain BUSINESS OPTIMISATION efficiencies PLATFORM ● Enabling transparency across global n
Slide 6: Board & Senior Management
BOARD & SENIOR MANAGEMENT For personal use only ED CLARKE RAY LEE VIVEK GUDAPURI MANAGING DIRECTOR CHAIRMAN HEAD OF TECHNOLOGY 3rd Technology startup from Ray is a well respected port Vivek built technology stacks ground up. As Vice President management executive with from scratch to success for of
Slide 7: Corporate Snapshot
CORPORATE SNAPSHOT For personal use only ASX CODE: YOJ SHARE PRICE (as at 16/10/18): AUD$0.078 SHARES ON ISSUE: 847,440,000 MARKET CAPITALISATION: AUD$63.5M CASH ON HAND (as at June 30 2018): AUD$10.0M* ENTERPRISE VALUE: AUD$61.5M OPTIONS ON ISSUE: 94,166,644 *Inclusive of the Company ‘s successfull
Slide 8: Benefits of Yojee's SaaS Model
BENEFITS OF YOJEE’S SAAS MODEL For personal use only Partner Promotion Multiple Transaction Good Gross Margin Highly Scalable Model: The Network Points Logistics players of all Both clients and More lightweight and cost For operations of all types can collaborate downstream partners effective than t
Slide 9: The Virtual Network: Pain Points in Logistics
THE VIRTUAL NETWORK For personal use only PAIN POINTS IN LOGISTICS: ● Limited, old and expensive technology ● Lack of visibility. ● Closed systems that do not allow for collaboration Yojee brings a new type of technology to enable the VIRTUAL NETWORK. Utilising cloud technology to seamlessly connect
Slide 10: Connecting the Supply Chain: The Network
CONNECTING THE SUPPLY CHAIN: THE NETWORK For personal use only SHIPPER BUSINESS SOFTWARE REQUIREMENTS FUNCTIONS PLANNING SEAMLESS MULTI-ACTOR TRACKING ORDER MANAGEMENT SCALABLE REGION-SPECIFIC ROUTING OPERATIONS PICKUP, DELIVERY, AND LINE HAUL PLANNING WORK IN ANY 3PL DIRECTION, WITH FORWARDER / 4PL
Slide 11: A Unique Solution for All
A UNIQUE SOLUTION FOR ALL For personal use only Multinationals/Majors Engaging Downstream MNC Partners With the ability to work seamlessly with downstream OWN PARTNERS FLEET partners on the Yojee network, Yojee becomes an essential part OWN NETWORK of handling high or unpredictable volumes, thus cre
Slide 12: Key Project Updates
KEY PROJECT UPDATES For personal use only Yojee now has 32 SaaS customers and development partners across the Global, Enterprise and SME space including: ● UPS – world’s largest package delivery company: Ongoing trials with early success and planned next steps ● DB Schenker – world’s leading freight
Slide 13: Significant Milestones Achieved
SIGNIFICANT MILESTONES ACHIEVED For personal use only 13
Slide 14: Complex Network Management
COMPLEX NETWORK MANAGEMENT For personal use only Daily Delivery Volumes are unpredictable in modern logistics due to the ecommerce boom Manage all work through all partners from a single screen with seamless transfer and visibility. Only with Yojee. MON TUE WED THU FRI Crowdsourced Labour: Highest c
Slide 15: Logistics Today vs The Yojee Way
LOGISTICS TODAY THE YOJEE WAY For personal use only SHIPPER SHIPPER MARKET CROWDSOURCED 4PL 3PL CARRIER PLACE LABOUR 3PL FORWARDER / 4PL CARRIER CROSS SUB- MARKETPLACE DOCK CARRIER CONTRACTO 4PL CROWDSOURCED POOROR POOR ORNONOVISIBILITY VISIBILITY R LABOUR CROSS DOCK SUB- CROWDSOURCE SUB-CONTRACTOR
Slide 16: The Complex Network
THE COMPLEX NETWORK STEP 1: Select jobs, click transfer For personal use only YOJEE’S SEAMLESS ORDER DATA ADAPTOR Simply select and pass, 2 click network management ● Job transfer and downstream order STEP 2 - Select Partner. Done! creation ● Easily request quotes ● Visibility throughout the network
Slide 17: Tech Insights: The Dispatcher Platform
TECH INSIGHTS: For personal use only THE DISPATCHER PLATFORM Dispatchers are able to quickly process thousands of tasks in few minutes with confidence. Dispatchers have full control over assigning tasks to driver with the help of our assign algorithm, which suggests the most suitable driver, and the
Slide 18: Tech Insights: AI
TECH INSIGHTS: AI For personal use only Multiple packages of all sizes, various vehicle types coming from various hubs, and any number of physical locations all add up a colossal amount of number crunching. Our Solver performs millions of calculations per minute to enable companies to make optimal u
Slide 19: Tech Insights: The Driver App
TECH INSIGHTS For personal use only THE DRIVER APP Simplifying the driver experience - No more (easily misplaced) paperwork - No need to call in your location - Faster Payments with Proof of Delivery - “Just do what’s next” Simplifying the driver’s workload - Communicate with dispatcher through the
Slide 20: Blockchain Insights
BLOCKCHAIN INSIGHTS For personal use only Strong company wide capability, experience, and training across commercial and technical blockchain solutioning. We are developing a way to add additional security and accountability to the logistics industry by employing blockchain throughout the journey. T
Slide 21: Single Market Insight
SINGLE MARKET INSIGHT For personal use only AUSTRALIA’S Logistics Industry alone is worth AUD$110 Billion. THE TOP 4 COMPANIES CONTROL JUST 10% OF THE MARKET, AND EVEN THEY USE PARTNERS. The rest of the world is no different, with the Global industry being worth 9 trillion, and the top 4 only repres
Slide 22: Who are our clients?
For personal use only Who are our clients? 22
Slide 23: Meet SILA
MEET SILA For personal use only A subsidiary of Sinotrans, one of China’s largest logistics companies Previous Pain Points ● Unable to provide their customers with realtime notifications ● Minimal visibility and tracking capabilities for their fleet ● Too much administration required whilst handling
Slide 24: Meet Westbike
For personal use only MEET WESTBIKE A fast growing bike courier company in Indonesia ● Unable to secure large contracts on account of inconsistent availability of assets ● Lack of visibility on drivers ● No useful data about their operation ● Labour intensive manual ordering process 24
Slide 25: Logistics industry still run on paper, spreadsheets and phone calls
The logistics industry is still run For personal use only predominantly on paper, spreadsheets and phone calls. It leaves customers frustrated and uninformed, and creates a huge administrative problem. 25
Slide 26: Then Westbike: Monthly Shipment Growth Since Adopting Yojee
THEN WESTBIKE MONTHLY SHIPMENT GROWTH SINCE ADOPTING YOJEE For personal use only 97K SHIPMENTS CONTACTED YOJEE Yojee digitised the business and enabled the company to connect via API into Indonesia’s booming eCommerce sector, raise a seven figure sum of money, scale the business and increase efficie
Slide 27: SILA Moved to Next Generation Software
SILA MOVED TO For personal use only NEXT GENERATION SOFTWARE “Yojee is assisting our company to provide more visibility and efficiency within our supply chain with real time information and smart technology. Using the technology helps us to deliver a better experience to our customers and foster fut
Slide 28: Other companies like SILA and Westbike are choosing Yojee
Other companies like SILA and WESTBIKE are choosing Yojee For personal use only Of Hundreds of Thousands of companies, 92% of logistics companies want to transform, know they can be more efficient and need help with managing their partners and networks Source: PwC: Shifting Patterns, 2016 28
Slide 29: Transformation is Required by All
TRANSFORMATION IS REQUIRED BY ALL WANT VISIBILITY For personal use only AND CONTROL SHIPPERS PARTICIPANTS WANT CLEAR DELIVERY WANT COST WINDOWS AND RETURN EFFICIENCIES THE SUPPLY CHAIN LOGISTICS AND ABILITY FALTERS DUE TO LACK OF TO SCALE VISIBILITY AND TRUST. YOJEE’S END TO END, BLOCKCHAIN ADDING S
Slide 30: From Good to Great
FROM GOOD TO GREAT For personal use only ● AI & Machine Learning has been shown to yield 100% efficiency improvements of 40% or more 60% ● Work with any type and combination of company across any sector 0% ● Yojee is built to support today’s logistics industry Source: Accenture - How AI Boosts Profi
Slide 31: Business Model and Revenue Generation
For personal use only Business Model and Revenue Generation 31
Slide 32: SaaS Pricing Model
SAAS PRICING MODEL For personal use only If clients start on a low tier contract but scale PLUS TRANSACTION FEES quickly, our revenue is linked to the number of $0.22 transactions, rather than initial contract size. (Discount Based on Min. Vol. Commitment) Focus on helping clients grow Proactive app
Slide 33: SaaS Transaction Based Pricing Model
SAAS TRANSACTION BASED PRICING MODEL For personal use only Original Carrier Order: Melbourne TRANSACTION THE PATH OF A SINGLE PACKAGE Job passed to Subcontractor for Pick up: Melbourne We support multiple movements across the TRANSACTION supply chain creating efficiency while generating Line Haul: M
Slide 34: Creates a Booming Virtual Freight Network Model
CREATES A BOOMING VIRTUAL FREIGHT NETWORK MODEL For personal use only Yojee Network Yojee Network Customer makes an Order: Melbourne THE ASSET LIGHT NATIONAL AND INTERNATIONAL NETWORK OPPORTUNITY Original Carrier Yojee Partner Takes Job ● Huge Revenue Potential ● Already operating in Singapore, circ
Slide 35: SaaS Revenue Model Example
SAAS REVENUE MODEL EXAMPLE GENERATING REVENUE EVERY TIME A PACKAGE CHANGES HANDS For personal use only TRANSACTION TRANSACTION TRANSACTION TRANSACTION TRANSACTION 35
Slide 36: Continued Focus
CONTINUED FOCUS For personal use only Sales and Technology Growing existing Onboarding Leadership and clients & signing Programs Innovation their downstream partners: The Network Effect The Marketing The Industry Engine Leader 36
Slide 37: Logistics and Supply Chain is about efficient networks and reliable partners
Logistics and Supply Chain is about efficient networks and reliable partners. For personal use only Yojee is unleashing technology to enable seamless shipments and trust in a high volume, AUD$12.6 trillion industry. Our company has a unique position one of the largest and fastest growing sectors. 37
Slide 38: Disclaimer
Disclaimer For personal use only This presentation has been prepared by Yojee Limited (“Company”). It does not purport to contain all the information that a prospective investor may require in connection with any potential investment in the Company. You should not treat the contents of this presenta
Slide 39: Thank You
For personal use only THANK YOU 39
Slide 40: Appendix
For personal use only APPENDIX 40
Slide 41: Yojee Software
YOJEE SOFTWARE For personal use only Smart Assign Route Optimisation Track & Trace Broadcast, suggest and AI powered real-time route Real-time tracking and autonomously assign jobs and asset planning status updates Control Tower Driver App Actionable Data Manage your own fleet and Go digital with eP
Slide 42: Building Trust with Blockchain
BUILDING TRUST WITH BLOCKCHAIN The history of a vehicle is tracked from before it even leaves the factory, enabling multiple organisations For personal use only and entities access to real-time information about a car’s history, licencing status, and ownership. Greater Visibility. Greater Control. A