Slide 1: Strategic Vision: Acquisition of Ecwid & NuOrder
Lightspeed Strategic Vision Acquisition of Ecwid & NuOrder June 2021
Slide 2: Disclaimer
Disclaimer Forward Looking Statements This presentation may include forward-looking information and forward-looking statements within the meaning of applicable securities laws (“forward- looking statements”). Particularly, information regarding our expectations of our business strategy, our growth s
Slide 3: Evolution of commerce and technology
Evolution of commerce and technology Cloud Importance of Technology Consumers start shopping online and offline. The POS On-Premise POS & moves from offline to the Digitization of Omnichannel cloud. Payments Omnichannel shopping experience for consumers. Merchants adopting Shopping remains largely p
Slide 4: Where we are today: Cloud POS platform primarily focused on merchant value
Where we are today: Cloud POS platform primarily focused on merchant value Supplier Services Consumer Services Merchant Services 4
Slide 5: The future of Lightspeed: Commerce platform for the entire value chain
The future of Lightspeed: Commerce platform for the entire value chain MERCHANT SERVICES COMMERCE PLATFORM Merchant Services Supplier Services Consumer Services DATA INSIGHTS Financial Services FINANCIAL SERVICES Data Services Tailored Goods Production SUPPLIER SERVICES CONSUMER SERVICES 5
Slide 6: Value proposition for merchants
Value proposition for merchants Complete commerce platform that scales with your business Direct integration with suppliers for on- demand inventory management Connect with consumers wherever they are – in-store, online, social media, Lightspeed and/or third party marketplaces Insights, data analyti
Slide 7: Value proposition for suppliers
Value proposition for suppliers Democratizing the supply chain with ordering and payments straight from the merchant’s POS Understand what sells and where Data insights on consumers and trends to optimize manufacturing and distribution Merchants become distributors in the network 7
Slide 8: Value proposition for consumers
Value proposition for consumers One account and one login to manage your profile, preferences and bookings Tailored and customized shopping experience in-store and online Discover, locate and buy from unique local merchants and restaurants Convenience and quality of service consistent with big brand
Slide 9: Our ecosystem creates a unique and defensible market position
Our ecosystem creates a unique and defensible market position Strong Barriers to Entry Digital & Physical: A solution that serves merchants of all Commerce for the local world sizes in our verticals / clusters Suppliers and Merchants are drawn Merchants become distributors and everyone to the networ
Slide 10: Creating localized networks to succeed in winner-takes-most verticals
Creating localized networks to succeed in winner-takes-most verticals Retail Hospitality Merchants Merchants Verticals Geographies Suppliers Consumers Suppliers Consumers Apparel & Vape & Bike Golf Cities Footwear Smoke Sporting & Home & Health & Pet Regions Outdoors Garden Beauty Toys & Gift Electr
Slide 11: The future of Lightspeed: Commerce platform for the entire value chain
The future of Lightspeed: Commerce platform for the entire value chain MERCHANT SERVICES COMMERCE PLATFORM Merchant Services Supplier Services Consumer Services DATA INSIGHTS Financial Services FINANCIAL SERVICES Data Services Tailored Goods Production SUPPLIER SERVICES CONSUMER SERVICES 11
Slide 12: Ecwid
Ecwid Digital First Headless Commerce Omnichannel 12
Slide 13: NuORDER
NuORDER Insights & Insights & Analytics Analytics Digital Trade Digital Trade Shows Shows Virtual Virtual Showroom Showroom Automated Automated Ordering Ordering Brand Brand Discovery Discovery Product Order Product Order Catalogue Catalogue SUPPLIER SUPPLIER SERVICES SERVICES 13
Slide 14: Transactions Overview
Transactions Overview B2B eCommerce Platform eCommerce Platform for SMBs Purchase Price • $425 million (50% cash, 50% equity) • $500 million (35% cash, 65% equity) Transaction • $20+ million1 for 12 months ended March 31, 2021 • $20+ million1 for 12 months ended March 31, 2021 Revenue / Growth Detai
Slide 15: Expanding the total addressable market
Expanding the total addressable market Consumer Solutions Supplier Solutions Merchant Financing Merchant Merchant Payment Solutions Processing Merchant Subscription Today 5 Years + 15
Slide 16: Our Strategic Vision
Our Strategic Vision A merchant within Lightspeed’s core verticals has access to more suppliers, 1 customers, data and insights than any other platform Regardless if you’re digital first or brick & mortar; if you’re starting or growing an 2 established business in our verticals, Lightspeed is your p