Investor start pitch

Hi, I am Jean-Baptiste, co-founder of Flowlity.

I worked for the past 7 years for Supply Chain planning Softwares. I have led products team at Dassault Systèmes and was in the sales teams at Quintiq and Anaplan. I have sold to the biggest french companies like Airbus, L'Oréal, Alstom, ... but I also implemented those solutions.

Over the years, I noticed that all the solutions in the market are currently not really efficient. 2T$ are still lost every year worldwide because of supply chain inefficiencies. And I saw two reasons for that:

• Solutions are not smart and not reactive. They use static models that fail to react fast to changing conditions.

• Data is still held in silos. Players in the supply chain are not synchronizing efficiently.

We saw a huge opportunity to disrupt Supply Chains with Karim, the CTO of Flowlity. We are building the first Supply Chain Cognitive network.

We automate the planning by throwing out the static models. We dynamically recommend purchase decisions based on internal data and external inputs from direct customers or suppliers. To do that, we use Karim's expertise in scaling large scale machine learning algorithms and my knowledge of the supply chain theory.

Our first paid pilot with Saint-Gobain, an industrial supplier with revenues of 42B€, illustrated that 40% less inventory is required. Then they saw the long term value of our cognitive network and have introduced us to two of their suppliers: Johnson Matthey and Big Rapids.

Now, we are raising money to build the full-scale solution and to put in production our pilots.

Highlights

1. Our sales strategy : our customers are our salesforce

2. Strong pipeline : 15 prospects. 5 data sharing agreements signed.

3. Network effects : Our product is becoming better and better with more customers, building a defensibility moat around us

4. Team : Strong and complementary team.

5. Cognitive network : to get the trust. Give a very specific example (how the supplier is hurt if sharing)

Questions :

• What's the typical size of a first investment?

• Do you typically follow on? If so what ratio?

• How big is the current fund you're investing from?

• What is your investment process like?

• How do you like to work with founders? How are you most valuable to them?

• I noticed that you've invested in Company X, what can we learn from your experience in investing in them?

Most compelling and clearly improve.

Pretty structured for the most part.

Opening intro was excellent, very good (nice to start with the team).

Need to be a lot tighter on why the cognitive network is good and especially to the trust thing. Why it is important.

CPFR : Include it much more before. It was good.

Liked to see a little more strategy about how to expand within in the network. Which way to go in the network : packaging for example. ⇒ Give some examples like cardboard better than motor for example.

Worry a bit about the pricing strategy.

Is it enough profitable. ⇒ provide a sense of more money to be made when the network is in place.

Flowlity is the first Cognitive Supply Chain Network. We use data from direct suppliers (forecast, production and transportation orders, stock levels, …) and artificial intelligence to better position stocks and evaluate replenishments. We consider multiple entities in the supply chain and we then balance inventories across all those entities. This combination of AI and optimization on several entities is what we call “cognitive learning”. Moreover, we are acting as the 3rd party of trust collecting data from multiple entities and giving back the best recommendations based on this increased visibility.