Australian start up Arrive.by which I'm advising.

1. Commercial in Confidence |
What is Arrive.by?
§ Arrive.by solves the problem of not knowing when a delivery
or service provider is going to arrive.
§ It uses a scalable cloud-based solution that tracks and
predicts the arrival time of a vehicle, delivery or person to a
location, with up to 95% accuracy and a 2 minute window.
§ Notifications can be sent to keep people updated as to the
arrival time, eliminating the anxiety and hassle associated
with not knowing when something or someone will arrive.
§ Any GPS enabled device can be used - phone, tablet or
black box GPS unit.
§ The application of this technology works in both the B2B
and B2C customer segments.
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2. Commercial in Confidence |
People hate waiting
§ Time spent waiting can be lost time
§ People want to better manage this “idle” time
§ In the UK, the average person waits 2 years
§ CNN Money report estimated $38B wasted in US
in 2011 “waiting”
§ This applies to transit, deliveries, people…
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3. Commercial in Confidence |
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Limited arrival visibility
§ No updates on arrival - where is it?
§ Limited and inaccurate arrival estimations
§ Often only AM/PM timeslot options given
§ People want to track progress

4. Commercial in Confidence |
Business suffers too…
§ People not home
§ Signature required or expensive goods
§ Redelivery is costly:
§ La Poste up to 3 times
§ AUSPost won’t do it
§ Laminex redelivers 5-7%
§ Manual processes to book, schedule, route
§ What makes for a good customer experience?
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5. Commercial in Confidence |
This will help…
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6. Commercial in Confidence |
Solution 1/2
§ Real time tracking of a “job”
§ Arrival prediction
§ 2 minute window for fixed route
§ 20-30 minutes for variable route 8 hours in advance
§ Historical data
§ Can be used to enhance arrival predictions
§ Automated alert notifications
§ SMS, Email, Tweet, Web
§ Automated telephone*
§ When to leave “here” to get “home”*
*next iteration
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7. Commercial in Confidence |
Solution 2/2
§ Routing
§ Shortest or fastest routes
§ Traffic, traffic lights, stop signs*
§ Scheduling
§ Basic based on time slots
§ Optimised for capacity and time window*
§ Optimisation*
§ Location of nearest asset at time in future
§ Over/under utilised resources
§ Manage risk in completing current work
*next iteration
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8. Commercial in Confidence |
Market
§ Applies to any situation where
there is a “wait”;
§ And company or organisation
wants to provide more clarity
around delivery or arrival
§ Main verticals:
§ Ecommerce, 3PL
§ Trades/Repair/Service
§ Food
§ Medical/Pharma
§ Scheduling/Routing
§ TAM in 2015 (est): $50B
§ SAM = $2.5B
§ Target market = $250M
§ Country focus:
§ AU/NZ, SG, CN, US, UK, CA, IN, BR
§ Other SE Asian, European,
Americas
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Medical
Food
3PL/Courier
Trades
Scheduling

9. Commercial in Confidence |
Competitors
§ Near identical space:
§ Arrival-control (single journey, C2C focus)
§ TOA Technologies (field service management)
§ 3PL/Logistic companies (proprietary systems)
§ In a similar space:
§ Glympse (shared single journey)
§ Routific (route calculation)
§ Others:
§ Google, Apple (geocoding, basic traffic, single journey)
§ Inrix (traffic data analysis - Arrive.by can use this)
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10. Commercial in Confidence |
Competitor Matrix
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Arrive.by
INRIX
Routific
Google/
Apple
TOATech
Glympse
DHL/UPS/
Fedex
Arrival-
control
Real Time Tracking X X X X X
Arrival Prediction X X
Multiple Journey Concept X X X
Historical Data Feedback X X X X
Vehicle Routing X X X X GOOGLE X X
Job Scheduling Optimisation X X X X
Customer Notification X X X X X
Traffic Prediction Analysis X INRIX
API/3rd Party Integration X X X X X

11. Commercial in Confidence |
The Team
Dave Hepworth - Managing Director
§ Defence, Transport, State Govt, Telecoms
§ CMU MSIT
Cyrus Allen - Advisor
§ Strativity, Telstra, ANZ, Ericsson
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12. Commercial in Confidence |
To Date
Trials
§ 2011 - ACC
Adelaide City Council
2 buses, 2 minute, 95%
accuracy, fixed routes
§ 2012 - ATS
Access Television Services
2 vehicles, tech service, variable
routes
Commercial
§ 2012: ACC
§ 2012/13: Adelaide
Festival Fringe
Tour of the Unexpected, variable
timings, 2 buses
§ 2014: Your Pantry
Multiple vehicles, routing and
messages
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13. Commercial in Confidence |
Finance
Pricing
§ $1 basic prediction and notification
§ $3-5 premium, dependent on value of service
§ $20/mo for routing/scheduling
§ $10/mo detailed business intelligence
Cost to serve (cost per unit scale)
§ Raw “job” cost ≈ $0.03/job
§ SMS from 2c to 10c (global)
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14. Commercial in Confidence |
Fund Allocation
§ Offering $500k for 20%
§ Business Development
§ AU and US markets (ASAP)
§ Prospective in US - EducationSupply.com
§ Prospective in SG - Reebonz.sg
§ Product Development
§ Increase prediction accuracy
§ Add extra functionality beyond prototype
§ Aim for 10 minute window, 8 hours in advance
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15. Commercial in Confidence |
Exits
§ Trade sale
§ Sell to logistics, ecommerce, other
§ Global presence
§ Grow base into AU, US, SG, JP and UK
§ Acquhire
§ Buy the company, buy the talent
§ Series A share buy out
§ Buy out some early stage investors
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16. investor Deck | OCT 2014