Tracxn SCM Software Startup Landscape, July 2016

SCM Software Report, July 2016

TracxnWorld’s Largest Startup Research Platform

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Contents

Topic Page No.

Scope of Report 05

Entrepreneur Activity 08

Investment Trend 10

Who is Investing 18

Exit Outlook - IPO, Acquisitions 22

Sub Sector Analysis 25

Interesting Companies 42

Useful Links 49

Company List 51

Team 250

3

3


Illustrative Sectors We Track

ENTERPRISEINFRASTRUCTURE

CONSUMER FINTECH EDUCATION HEALTHCARE

SECURITY

STORAGE

NETWORKING

MOBILITY

IT OPS

CLOUD INFRASTRUCTURE

API MANAGEMENT

BIGDATA INFRASTRUCTURE

ENTERPRISEAPPLICATIONS

SAAS

ERP

FINANCE AND ACCOUNTING

DATA AS A SERVICE

LEGAL TECH

MARKETING TECH

SCM Software

BUSINESS INTELLIGENCE

MOBILETECHNOLOGY

MOBILE COMMERCE

MOBILE PAYMENTS

MOBILE MARKETING

MOBILE DEV TOOLS

MOBILE HEALTH

MOBILE GAMING

MOBILE LEARNING

MOBILE COMMUNICATION

INTERNET OF THINGS

VIRTUAL REALITY

CONSUMER ROBOTICS

WEARABLE TECHNOLOGY

SMART HOMES

DRONES

SMART CARS

3D PRINTING

FOOD TECH

SECOND HAND GOODS

BITCOIN

PAYMENTS

EDUCATION IT

SELF LEARNING

LIFE SCIENCES

DIGITAL HEALTH


Sector Overview

Scope of report

This report contains companies which provides software that help enterprises design, plan, manage, and control material supplies,accounts, and product delivery for their orders. Also covered are software solutions for financing and logistics.

The report does not include offline companies, resellers, companies which provide marketplaces for availing logistic carriers, andsoftware enabling enterprises track and manage fleet and goods-on-move. Solutions enabling small and medium businesses to manageonline sales, store sales and order fulfillment are also not included.

This report focuses on the following sub-sectors:

The scope of this report includes equity as well as debt funding received by the companies.

Name Descriptions

Supplier Collaboration Software utilized to complete the task of selecting supplier and procuring the goods

Analytics Supply chain data analytics and business intelligence applications

Warehouse Management Software helping in tracking of goods in inventory, plan and optimize inventory

Transportation Management System Software solutions to plan, optimize and analyze the transportation and logistics

Financial Supply Chain Solutions for supplier financing, dynamic discounting


Market & Funding Insights


Scope of Report

Entrepreneur Activity

Investment Trend

Who is Investing

Exit Outlook - IPO, Acquisitions

Sub Sector Analysis

Interesting Companies

Useful Links

Company List

Team

7

7


28

44

51

44

37 38

0

12

24

36

48

60

2010 2011 2012 2013 2014 2015

Nu

mb

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om

pan

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8

YoY – Number of companies founded

Revel Systems Stitch Labs Elementum LogiNext Grand Canal Solutions Clear Metal

Kenandy BuyerQuest oTMS.cn KeepTruckin EiraTech Shipsy


Scope of Report


Investment Trend

Who is Investing


Sub Sector Analysis


Useful Links

Company List

Team

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9


YoY – Number of Rounds and Total Funding

$131M $118M

$173M $150M $168M

$357M

$740M

$1.2B

$411M

19

27

4445

48

65

71

81

31

0

18

36

54

72

90

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280

560

840

1120

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2008 2009 2010 2011 2012 2013 2014 2015 2016

Nu

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sFu

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Am

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(in

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Funding Amount Number of Rounds

Note: The funding includes debt rounds also.


YoY – Number of Rounds by Stage


YoY – Funding by Stage


Average Ticket Size – Early Stage


Top investments in last one year


Funnel view of Sector


Scope of Report


Investment Trend

Who is Investing


Sub Sector Analysis


Useful Links

Company List

Team

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17


Most Active Investors in Sector

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12

87 7 7

6 6 6 6

0

3

6

9

12

15

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Salesforce Battery Ventures Notion Capital Shasta Ventures Sigma Partners United ParcelService

ARCH Venture BlueRunVentures

Goldman Sachs Madrona

Tota

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mb

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f C

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pan

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FinancialForce Coupa Tradeshift SteelBrick Steelwedge Impinj Impinj Coupa Airclic Impinj

SteelBrick PrimeRevenue Brightpearl Anaplan TradeBeam Savi Technology LLamasoft


Where are Top Investors investing


Top Investor by Stage of Entry


Scope of Report


Investment Trend

Who is Investing


Sub Sector Analysis


Useful Links

Company List

Team

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Top IPOs

IPO Date Company OverviewFunding Amount

Oct-2015 determine.comDetermine

(San Mateo, 1996)

Platform for source to pay, strategic procurement, contract management and supplier managementDFJ, JK and B Capital $55.79M

Jun-2014 kinaxis.comKinaxis

(Ottawa, 1995)

Supply chain planning and analytics softwareHarbourvest Partners, GE Equity, TechnoCap $72.58M

Mar-2014 amberroad.comAmber Road

(East Rutherford, 1990)

Global Trade Management Software and SolutionsGoldman Sachs, Updata Partners, Cross Atlantic Capital Partners, Bregal Sagemount, NJTC Venture Fund $54.12M

Nov-2013 eu-supply.comeu-supply

( , )

SaaS for tender management and contract management$1.46M

May-2013 decisionpt.comDecisionPoint(Irvine, 1995)

Field service management solutionSigma Capital Partners $11.9M

Nov-2010 parkcitygroup.com

Park City Group(Salt Lake City, 1990)

Collaborative supply chain, merchandising and store level solutions$4.34M

Aug-2010 esker.comEsker

(Lyon, 1985)

Document automation & order management software

Apr-2010 spscommerce.com

SPS Commerce(Minneapolis, 1998)

Cloud-based supply chain management solutions for omni channel retail supply chain managementAdams Street Partners, Split Rock Partners, iandpdev.com, Axiom Venture Partners, CID Capital, Granite Partners, River Cities Capital Funds

$43M


Major Acquisitions


Scope of Report


Investment Trend

Who is Investing


Sub Sector Analysis


Useful Links

Company List

Team

24

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July 2016Tracxn BlueBox : SCM Software

800+ companies in the sector, $3.4B invested since 2010, $1.6B invested in 2015/16

25


Top Business Models by Funding

$1.3B $1.2B

$1.1B

$359M

$534M

$315M$246M

$52M

0

280

560

840

1120

1400

SupplierCollaboration

Analytics WarehouseManagement

TransportationManagement System

Financial SupplyChain

CPQ SCM Software Suites Security, Track &Trace

Tota

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Am

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(in

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# Cos. 230 96 255 148 18 13 45 8

Avg. Age 2004.4 1998.7 2001 2003.4 2008.4 1998.8 1995.5 2009.1

FinancialForce Airclic Impinj Savi Technology Taulia Apttus TradeCard, Inc TraceLink

Coupa Anaplan Revel Systems G7 PrimeRevenue SteelBrick Amber Road Source Intelligence


Supplier Collaboration – Business Model Description


Supplier Collaboration – Entrepreneur Activity and Investment Trend


Supplier Collaboration – Most Funded Companies


Analytics – Business Model Description


Analytics – Entrepreneur Activity and Investment Trend


Analytics – Most Funded Companies


Warehouse Management – Business Model Description


Warehouse Management – Entrepreneur Activity and Investment Trend


Warehouse Management – Most Funded Companies


Transportation Management System – Business Model Description


Transportation Management System –Entrepreneur Activity and Investment Trend


Transportation Management System – Most Funded Companies


Financial Supply Chain – Entrepreneur Activity and Investment Trend


Financial Supply Chain – Most Funded Companies


Scope of Report


Investment Trend

Who is Investing


Sub Sector Analysis


Useful Links

Company List

Team

41

41


Interesting Seed Companies

Company Overview Business ModelTotal

Funding

procurify.comProcurify

(2011, Vancouver)

Procure-to-Pay Automation for SMBsNexus Venture Partners, GrowLab, Point Nine Capital, BDC, Highline

Supplier Collaboration > Procure-To-Pay

$5.6M

clearmetal.comClear Metal

(2015, San Francisco)

Analytics platform for container shiping industryNEA, Innovation Endeavors, Alchemist Accelerator

Transportation Management System > Analytics

$3M

scoutrfp.comScout RFP

(2013, San Francisco)

Cloud-based sourcing platformNEA, GV, Zapis Capital

Supplier Collaboration > Sourcing

$2.75M

apexpeak.comApexPeak

(2013, Singapore)

Invoice discounting88mph

Financial Supply Chain $1.84M

Curated list of companies by the sector analyst are defined as Interesting


Interesting Series A Companies


Interesting Late Stage Companies


Top Funded Deadpooled Companies


Scope of Report


Investment Trend

Who is Investing


Sub Sector Analysis


Useful Links

Company List

Team

48

48


Useful Links

Slide Title Content Platform Link

List of All Companies in readable format Companies Link

Upcoming Sectors Entrepreneur Activity Link

Top investments in last one year Investment Trend Link

Top IPOs Exit Outlook - IPO, Acquisitions Link

Major Acquisitions Exit Outlook - IPO, Acquisitions Link

Funded Companies Sub Sector Understand Link

Top Funded Deadpooled Companies Companies Link

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Scope of Report


Investment Trend

Who is Investing


Sub Sector Analysis


Useful Links

Company List

Team

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SCM Software – Company List

COVERS THE FOLLOWING SECTORS

SCM Software Suites

CPQSupplier

CollaborationFinancial

Supply ChainWarehouse

ManagementTransportation

Management SystemAnalytics

Security, Track & Trace


SCM Software Suites (1/12)

SCM Software Suites CPQ Supplier Collaboration Financial Supply Chain Warehouse Management Transportation Management System Analytics Security, Track & Trace

Company Details Funding Investors

TradeCard, Inc [1999, New York City]: TradeCard offers Supply Chain collaboration platform for tradingpartner management services(Purchase Orders, Invoices, Supplier and 3PL integration, workflow and eventmanagement), accounts receivables management(approvals, automated payments and discountsmanagement) and financial management services(credit management, financing programs, cashmanagement, forecasting and banking integration). Some of the clients include Coach, Inc, Levi Strauss & Co.,Columbia Sportswear, Guess, Rite Aid and Perry Ellis International. In 2012, it was named as the Best PlatformConnecting Buyers, Suppliers and Financial Institutions by Global Finance.

$133.4 M Warburg Pincus

Amber Road [1990, East Rutherford]: Amber Road(prev Management Dynamics) offers a suite of cloud basedenterprise solutions for global trade management that includes Sourcing Optimization, Supplier Management,Transportation Management, Export Management, Duty and Import Management as well as a solution forSupply Chain Visibility. With offices in US, Europe, India and China, it claims to have users in over 80countries. Went public in March 2014 and earned a revenue of $64.8M in FY 2014. Some of the notableclients include Amway, Belkin, Cisco, Flextronics, FujiFilm, GlaxoSmithKline, Nike, Pfizer, Qualcomm, Siemensand others.

$54.12MGoldman Sachs, Updata Partners,

Cross Atlantic Capital Partners, Bregal Sagemount, NJTC Venture Fund

TradeBeam [1999, San Mateo]: Tradebeam offers Saas based Inventory Management and Supply Chain EventManagement software. It has features like inventory and shipment dashboard, Multiple Inventoryreplenishment, lean order scheduling, supply chain visibility, supplier metrics, supply chain efficiencymeasurement, event-based alerts, RFID and other related features.

$36M

Sigma Partners, Camden Partners, Sprout Group, The Carlyle Group,

Enterprise Partners Venture Capital, Torch Hill Investment Partners

o9 Solutions, Inc. [2009, Dallas]: o9 Solutions develops cloud based software tools to optimize theorganizational operations such as Sales & Marketing, Supply Chain Management, Product Innovation,Business Unit & Finance, Retail, Talent/Services operations. The company offers cloud based software suitemPower. mPower is intelligent decision making platform which provides risk & opportunity visibility,boundaryless collaboration, predictive and prescriptive analytics, integrated planning and other featuresmaking complex enterprise decision making process simple. Subscription based revenue model.

$22M

http://www.tradecard.com/

http://www.amberroad.com/

http://www.tradebeam.com/

http://www.o9solutions.com/





RedPrairie [1975, Scottsdale]: RedPrairie, now JDA softwares, delivers productivity softwares to helpcompanies around the world in three categories workforce, inventory and transportation. RedPrairie providesthese solutions to manufacturers, distributors and retailers looking to support business strategies thatincrease revenue, reduce costs and create competitive advantage. Clients included marquee names such asProcter & Gamble, Compaq Computer, Pepsi-Cola and Nabisco. Acquired JDA softwares in 2012, combinedentity is named JDA softwares.

Advent International, Braemar Energy, Element Partners

GXS [1967, Gaithersburg]: GXS provides software solutions for supply chain management by facilitating B2Bintegration and data exchange platforms. Its solutions include : BizManager - offers a complete B2Bcommunications gateway for messaging, mapping, transformation, tracking and auditing B2B transactions ;Active Catalogue - cloud application that enables product data synchronization for retailers and merchandisesuppliers; Active Orders - a cloud application that provides supply chain visibility into the procure-to-payprocess; Active Logistics - hosted service that permits businesses to globally monitor order and shipmentstatus across your supply chain; EDI Network - A secure and cost-efficient electronic document interchange(EDI) platform to reduce complexity. GXS Trading Grid is a SaaS-based platform with modules chosen fromthese solutions as per business needs. GXS Trading Grid was named "SaaS Product of the Year" by Techworldin 2011.

Aurora Funds, Rho Ventures, Vilicus Ventures

Logistimo [2010, Bangalore]: Logistimo is a hosted web service for supply chain management, that enablesanyone with a mobile device (hardware and network agnostic) to participate in the supply channel. Offersfeatures like offer inventory tracking, order management, credit management, vehicle tracking, workforcebehavior monitoring, workflow handling, demand forecasting, replenishment optimization, qualitymonitoring, network expansion, routing & scheduling. Customers include retailers, distributors, transporters,wholesalers and producers seeking deeper integration with the first- and last-mile of their value chains.Targeting Asia and Africa markets.

Khosla Impact

Infor [2002, New York City]: Based on Salesforce platform, Infor offers enterprise business softwareincluding customer relationship management, enterprise asset management, enterprise resource planning,financial management, human capital management, performance management, product lifecyclemanagement, supplier relationship management, and supply chain management, including business specificinventory management, transportation logistics and warehouse management software. It offers solutionsboth on-premise as well as cloud based. Catering to various industries, it earned a total revenue of $2.8B in FY2014.

Parallax Capital Partners

http://www.redprairie.com/

http://www.gxs.com/

http://www.logistimo.com/

http://www.infor.com/





JDA Software [1985, Scottsdale]: JDA software provides end-to-end integrated retail merchandising, storeoperations and supply chain planning and execution solutions based on the cloud. It is essentially an ERP forretail. It has more than 4000 firms as clients in manufacturing, retail, transportation, distribution and servicesindustries. These features help in optimizing inventory, labor and customer service levels. Most of its SCMsolutions are obtained through acquisitions of Arthur, E3 and Manugistics. Its primary competitors in retailare Oracle and SAP. Also caters to Manufacturing & Distribution, and Hospitality industries.

TA Associates, Real Ventures, Sageview Capital

Chemanman [2015, Beijing]: Chemanman aims to make logistics efficient to solve issues of information andstandardization. The platform enables user to remain connected to all the parts of the logistics chain. Itensures information synchronization and docking using features such as vehicle location, vehicle information,financial management, bill management etc.

Unity Ventures

Four Soft [1999, Hyderabad]: Four Soft Limited (FSL)(now Palred Technologies) is an information technologycompany providing transportation and logistics software products world wide. FSL’s portfolio compriseslogistics software solutions for freight forwarders, customs brokers, container freight stations, ships agents,warehouses, cartage, trucking and third-party/ fourth-party logistics companies. FSL operates in the shipperlogistics, freight forwarding, trucking, customs brokerage, visibility and order processing, shipping lines,warehouse management and back office.

Ventureast

Slingshot Software [2002, Dedham]: Slingshot is a provider of web-based ERP solutions. Product includesvarious modules for inventory, sales, financials and purchase. It allows a firm's business operations toproperly integrate with that of the client, suppliers and trading partners. Slingshot offers etools that can beused to take better control of the ERP system by customizing and extending one's existing applications. Itcaters to chemicals and energy, pharmaceuticals, biotechnology, government, pulp and paper, and insurancesectors. Some clients include GE, Environmental Protection Agency, ING and Lockheed Martin.

http://www.jda.com/

http://www.chemanman.com/

http://www.four-soft.com/

http://www.slingshotsoftware.com/


CPQ (1/3)



CPQ (2/3)



CPQ (3/3)



Supplier Collaboration (1/55)



Financial Supply Chain (1/4)



Warehouse Management (1/62)



Transportation Management System (1/34)



Analytics (1/25)



Analytics (2/25)



Analytics (3/25)



Analytics (4/25)



Analytics (5/25)



Analytics (6/25)



Analytics (7/25)



Analytics (8/25)



Analytics (9/25)



Analytics (10/25)



Analytics (11/25)



Analytics (12/25)



Analytics (13/25)



Analytics (14/25)



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Analytics (21/25)



Analytics (22/25)



Analytics (23/25)



Analytics (24/25)



Analytics (25/25)



Security, Track & Trace (1/2)



Security, Track & Trace (2/2)



Scope of Report


Investment Trend

Who is Investing


Sub Sector Analysis


Useful Links

Company List

Team

249

249


Team

Vasudev Neehar

Lead Analyst, Enterprise Applications

Madhav Goswami

Senior Analyst, Enterprise Applications

https://www.linkedin.com/in/madhav-goswami-13018b1a

https://twitter.com/madhavgoswami

https://www.linkedin.com/in/vasudev-neehar-chinnam-03105410

https://twitter.com/Neehar1687

Tracxn SCM Software Startup Landscape, July 2016

Data & Analytics

Transcript of Tracxn SCM Software Startup Landscape, July 2016