Pivotree, Inc. · TSXV:PVT
Pivotree — Investor Day (November 2024)
42 slides from Pivotree's investor day presentation, Nov 21, 2024
Slide 1: Pivotree Products Overview
TM Pivotree Products Overview Analyst Presentation November 2024
Slide 2: Disclaimer
Disclaimer THIS PRESENTATION CONTAINS CONFIDENTIAL AND PROPRIETARY INFORMATION OF PIVOTREE, ITS PRODUCTS AND ITS CUSTOMERS. NONE OF THE INFORMATION, NOR FORWARD LOOKING PREDICTIONS MAY BE COPIED, USED, SUMMARIZED OR DISCLOSED WITHOUT THE EXPRESS, PRIOR WRITTEN CONSENT AND APPROVAL BY PIVOTREE. In th
Slide 3: Analyst Day Overview
Analyst Day Overview 1 Pivotree Strategy Revisited 2 Professional Services 3 Managed Services 4 Pivotree Control Tower 5 Pivotree SKU Build 6 Pivotree WMS ©2024 Pivotree. Copyright, all rights reserved 3
Slide 4: Pivotree The Frictionless Commerce Company
Pivotree The Frictionless Commerce Company VISION AAworld worldwhere where commerce commerce is frictionless is frictionless Make it easier for businesses to optimize Search, Find, Trust, Buy, Get, Keep through the adoption of innovative VISION MISSION solutions in a rapidly changing world WINNING W
Slide 5: Pivotree Strategy
Pivotree 1 Strategy ©2024 Pivotree. Copyright, all rights reserved 5
Slide 6: Service Catalog
Service Catalog Professional Legacy Managed Managed & IP Services Services Solutions $43.0M $21.6M $16.4M TTM Revenue TTM Revenue TTM Revenue Services: Services: Services: Digital Transformation Consulting General Managed Services (On Prem) BusOps Support UI/UX Design General Managed Services (Cloud
Slide 7: What is Different Now
What is Different Now Increased Focus Leaner Business Model Product Innovation Business Segmentation $8.5M of Annual Cost Savings Pivotree SKU Build Removed Fixed DC Costs Accelerating the Acquisition of SKUs Professional Services Right-Sizing of Bench Resources Increasing Automation of SKUs Managed
Slide 8: Professional Services
Professional 2 Services ©2024 Pivotree. Copyright, all rights reserved 8
Slide 9: Professional Services Overview
Professional Services Overview Market Overview Current State of The Business ● North American Market Size of $340B, 8% CAGR through 2030 1 ● TTM Revenue: $44M ● Relevant Pivotree TAM of $20B+ 2 ● TTM Gross Profit: 36%, with significant upside ● Competitors: ● Refined Focus to Identified Growth Platf
Slide 10: Managed Services
Managed 3 Services ©2024 Pivotree. Copyright, all rights reserved 10
Slide 11: Managed & IP Solutions
Managed & IP Solutions Market Overview Current State of The Business Total Estimated Market Opportunity of $50.1B ● TTM Revenue: $16M ● Managed Services and Pivotree Control Tower – $34B ● Multiple offerings at various points in a their maturity cycle ● Strategic Data Services and Pivotree SKU Build
Slide 12: Legacy Managed Services Overview
Legacy Managed Services Overview Market Overview Current State of The Business ● North American Market Size of $97B, 13% CAGR through 2030 1 ● TTM Revenue: $22M, 30% decline vs. prior TTM period ● Relevant Pivotree TAM of $7B+ 2 ● TTM Gross Profit: >45% ● Many legacy technologies remain with signifi
Slide 13: Pivotree Control Tower
Pivotree 4 Control Tower ©2024 Pivotree. Copyright, all rights reserved 13
Slide 14: Pivotree Control Tower
PivotreeTM Control Tower Where observability and analytics come together to remove friction from customer experiences. ©2024 Pivotree. Copyright, all rights reserved 14
Slide 15: Control Tower Addresses a Need in the Market
Control Tower Addresses a Need in the Market + Most eCommerce ecosystems 11 are made up of more than 11 applications. 51% of retailers want to see % 51 real-time insights across their operations. 47% of the SaaS solutions evaluated by Forrester were 47 % rated below par on Reporting and Analytics ca
Slide 16: Control Tower Vision: Deliver Value Through Rich Analytic Experiences
Control Tower Vision: Deliver Value Through Rich Analytic Experiences Build Lasting User Habits Transform Data Redefining Stage 4 industry Crafted Industry Metrics Dashboards Increasing Capabilities Cross Functional Analytics Cross Stage 3 Curated SaaS GTM with Functional Dashboards ISVs Insights St
Slide 17: Market Size
Market Size * includes 7 existing Fluent customers. ©2024 Pivotree. Copyright, all rights reserved 17
Slide 18: What We Are Hearing
What We Are Hearing Real time? Perfect! Reporting from our existing BI&A tool needs to be compiled and We don’t want to learn More than fantastic to distributed. We deal with Qlik to do this roll out to stores before issues a day behind. ourselves. peak season. Real time is critical When other for m
Slide 19: Pivotree Control Tower Demo
Pivotree • • Overview / Orientation Key fulfillment metrics Control • Key ecommerce metrics Tower Demo • Key data health metrics, including distribution channel data health ©2024 Pivotree. Copyright, all rights reserved 19
Slide 20: Pivotree SKU Build
Pivotree 5 SKU Build ©2024 Pivotree. Copyright, all rights reserved 20
Slide 21: Product Assortment Growth: The Bigger Context
Product Assortment Growth: The Bigger Context RESELLERS (B2B DISTRIBUTION AND B2C RETAIL) STRATEGY & VENDOR SOURCING DATA ACQUISITION AND ENRICHMENT SYNDICATE DATA Define What to Sell Product Acquisition Model & Classify Data Enrichment Channel Sales Augment categories Find suppliers Define taxonomi
Slide 22: Model/Classify + Enrich + Subscribe Market Sizing
Market Sizing (NA) 2024 Forecast 20-25% YoY Growth TAM Current Spend on SKUs: New SKUs Annually Assortment planning, sourcing, Model/Classify + Enrich + Subscribe ~1.4 Billion $110B classification, enrichment, channel syndication, channel additions, SKU content updates $40 to bring new SKUs to Marke
Slide 23: SKU Build Capabilities
SKU Build Services Vary by Customer ● Taxonomy and schema build Manufacturer ● Standalone classification Electrical Components ● General data cleansing and deduplication Data Modeling Distributor ● Distributor SKU onboarding w/sourcing (gap fill, NPI) Electrical Components SKU Build Capabilities ● R
Slide 24: SKU Build Capabilities
SKU Build Services Vary by Customer ● Taxonomy and schema build Manufacturer ● Standalone classification Electrical Components ● General data cleansing and deduplication Data Modeling Distributor ● Distributor SKU onboarding w/sourcing (gap fill, NPI) Electrical Components SKU Build Capabilities ● R
Slide 25: SKU Build Capabilities
SKU Build Services Vary by Customer ● Taxonomy and schema build Manufacturer ● Standalone classification Electrical Components ● General data cleansing and deduplication Data Modeling Distributor ● Distributor SKU onboarding w/sourcing (gap fill, NPI) Electrical Components SKU Build Capabilities ● R
Slide 26: SKU Build Example ICP
SKU Build Example ICP Target Market: Electronic Components Distributors Problem Statement: Distributors of electronic components struggle with incomplete SKU data that hinders product discoverability and conversion—completing SKUs with full attributes and images is vital for unlocking digital revenu
Slide 27: SKU Build Capabilities
SKU Build Services Vary by Customer ● Taxonomy and schema build Manufacturer ● Standalone classification Electrical Components ● General data cleansing and deduplication Data Modeling Distributor ● Distributor SKU onboarding w/sourcing (gap fill, NPI) Electrical Components SKU Build Capabilities ● R
Slide 28: SKU Build Capabilities
SKU Build Services Vary by Customer ● Taxonomy and schema build Manufacturer ● Standalone classification Electrical Components ● General data cleansing and deduplication Data Modeling Distributor ● Distributor SKU onboarding w/sourcing (gap fill, NPI) Electrical Components SKU Build Capabilities ● R
Slide 29: SKU Build Capabilities
SKU Build Services Vary by Customer ● Taxonomy and schema build Manufacturer ● Standalone classification Electrical Components ● General data cleansing and deduplication Data Modeling Distributor ● Distributor SKU onboarding w/sourcing (gap fill, NPI) Electrical Components SKU Build Capabilities ● R
Slide 30: Sonepar Case Study – DIVE
Sonepar Case Study – DIVE ©2024 Pivotree. Copyright, all rights reserved 30
Slide 31: Sample Pivotree Value-added Content
Sample Pivotree Value-added Content Current Site Content Suggested Site Content (Automated) Relevant Title ✗ Relevant Title ✓ Relevant Description ✗ Relevant Description ✓ Relevant F&B ? Relevant F&B ✓ Relevant SEO ✗ Relevant SEO ✓ ©2024 Pivotree. Copyright, all rights reserved 31
Slide 32: Go-To-Market Offerings
Go-To-Market Offerings Standard Market SKU Accelerated Market SKU Process-based SKU SKUs in existing library or built New market SKUs on customer SKUs Built to Order with custom according to our priority and roadmap determined priority timeline taxonomy and schema ● Lowest price per SKU ● Standard ma
Slide 33: From Product Data to 1:1 Ecommerce Content
From Product Data to 1:1 Ecommerce Content Current Site Content Suggested Site Content (Automated) ● Core attribution only ● Beyond core attribution ● Limited imaging ● Enhanced imaging ©2024 Pivotree. Copyright, all rights reserved 33 ● Static specification content ● Personalized 1:1 content
Slide 34: Pivotree SKU Build Demo
• A conceptual view of the process our SKU Build production team follows Sourcing Pivotree SKU Build Classification Demo Normalization Augmentation (value-add) Delivery ©2024 Pivotree. Copyright, all rights reserved 34
Slide 35: Pivotree WMS
Pivotree 6 WMS ©2024 Pivotree. Copyright, all rights reserved 35
Slide 36: WMS Business Highlights
WMS Business Highlights Blue Chip Customers Destination WMS Platform Profitable Legacy Contracts with Migration Opportunity Modern Architecture with Pipeline Momentum ARR Contracts Delivering Consistent Annual FCF Active Pilots | Multiple High-Probability Opportunities Multiple Active Accounts to Mi
Slide 37: WMS Market Overview
WMS Market Overview Current Market Overview Pivotree WMS Value Proposition IBM Sterling WMS SAM of $0.5 - $1.0B Strong Customer LTV on Destination Platform ● IBM Sterling WMS Install Base of ~500-700 ● Minimum contract term of 3-5 years ● No Current Annual License Fees ● Annual SaaS Fee ~$250k - $50
Slide 38: Multiple Ways to Deploy
Multiple Ways to Deploy…. Only what you need as your As microservices to optimize your primary system current environment Legacy CORE MODULE WMS RECEIVING wms OUTBOUND MODULE PUTAWAY INBOUND MODULE CONTAINERIZATION OUTBOUND PICK SHIPPING MODULE wms PICKING MICROSERVICE OR OUTBOUND PACK BILLING MODUL
Slide 39: Pivotree WMS Demo
Pivotree Store of the Future Pivotree • Order in Shopify WMS Demo • PWMS mobile and application • Order fulfillment ©2024 Pivotree. Copyright, all rights reserved 39
Slide 40: Pivotree Solutions Ecosystem
Pivotree Solutions Ecosystem Business Monitoring Pivotree Control Customer Platforms Fulfillment ● Financial performance ● Customer health Tower ● Channel performance Data Model ● Fulfillment KPIs (OMS and WMS) wms ● Commerce KPIs Commerce ● Benchmarking by industry Data Health ● Data Health Dashboa
Slide 41: Q&A
Q&A ©2024 Pivotree. Copyright, all rights reserved 41
Slide 42: Contact Us
Contact Us investor@pivotree.com www.pivotree.com FOLLOW US ©2024 Pivotree. Copyright, all rights reserved 42