Strategic Investments
Transcription
Strategic Investments
transcosmos Investment Portfolio May 2016 Transcosmos Our company at a glance TYO : 9715 http://transcosmos.com/ http://www.trans-cosmos.co.jp/English/ Founded Headquarters June, 1966 Tokyo, Japan 3-25-18, Shibuya, Shibuya-ku, Tokyo 150-8530 Capital 29,066M yen Sales 224,605M yen (FY2015) Employees Business (approx. US$2.0B *$1=110yen) Group 16,401 transcosmos, inc. 9,069 Contact Center Services Business Process Outsourcing Services Digital Marketing Services E-Commerce One-stop Services * As of May 2016 transcosmos, inc. All rights Reserved. 1 Transcosmos Top Management Officers The measure of our clients’ satisfaction is the measure of value in our existence. We truly aspire to offer client oriented outsourcing services. Founder & Group CEO transcosmos inc. Koki Okuda transcosmos launched operations in 1966. Since then we have combined superior “human resources” with up-to-date “technological” capabilities to enhance the competitive strength of our clients by providing them with superior and valuable services. transcosmos currently offers Cost Reduction Services (Contact Center, HR/Financial/Sales Back Office, Order Management/SCM, System Development/Management etc.) and Sales Expansion Services (Big Data Analysis, Internet Advertising, Website Construction/Management, Smartphone/SNS Utilization, Telemarketing etc.). Chairman & CEO transcosmos inc. Koji Funatsu transcosmos continues to pursue operational excellence by providing these services through our 159 locations in 28 countries with a focus in Asia. Furthermore, following the expansion of E-Commerce market on the global scale, transcosmos provides a comprehensive, one-stop global E-Commerce service to deliver our clients’ excellent products and services to consumers in 45 countries. President & COO transcosmos inc. Masataka Okuda transcosmos, inc. All rights Reserved. transcosmos aims to be the “Global BPO Partner” of our clients to provide them with high quality BPO services on a global scale. We ask for your continued support in the future. 2 Our History of Investments to Internet / Digital companies till 2002 NASDAQ Market Trend Year 1996 1997 1998 1999 2000 2001 2002 Total Investments 6 1 7 55 55 - - 124 IPOs (Sale) 2 0 2 15 6 (2) 0 27 * Selected Companies Listen.com NetRatings Riffage Xenote Real Networks Primus CitySearch LivePicture Junglee PointCast PrizePoint MySimon F5 transcosmos, inc. All rights Reserved. 3 Our History of Investments to Internet / Digital companies since 2003 NASDAQ Market Trend Year 2003 2004 2005 2006 2007 2008 2009 2010 Investments 1 2 8 7 3 1 - 1 IPOs (Sale) (2) (1) - - (2) (1) (2) (3) Year 2011 2012 2013 2014 2015 2016 Total Investments 2 1 2 6 10 3 41 IPOs (Sale) 1 1 - 1 - - 14 Focusing on E-Commerce Zazzle Audioblog Donnerwood Pheedo Loudeye Media Geary LSF Merlin Eurester Buzznet Coremetircs Zynga Berrybenka Ookbee Luxola Hipbone SingShot Become.com transcosmos, inc. All rights Reserved. Multiply Brightcove CinemaNow Optimost 500 Startups Emporio Compras Merlin Social Gear Italist Leonis & Co. MetroDeal Magic Panda ShopEx Fujimaki-Select UNQ Grand Design Social Gear HOTDEAL VAIMO Anchanto Interbase * Selected Companies 4 Strategic Investment in E-Commerce companies Japan, China, South Korea and Southeast Asia United States and Europe Latin America Global E-Commerce U.S. / Europe The leading E-Commerce End-to-End Solution Provider in U.S. and Europe NASDAQ : PFSW http://www.pfsweb.com Company Profile PFSweb combines integrated technologies, professional services, and a worldwide network of systems and logistics infrastructure to deliver global commerce solutions for leading retailers and brands. We create Commerce Without Compromise by merging these customizable solutions to create branded online shopping solutions for all channels. May 2013, Transcosmos has tied up a strategic and equity partnership with PFSweb. Transcosmos acquired 19.99% of shares. Founded 1994 Revenue $288.3M (2015) HQ Allen, TX, USA Employees 1,700+ Locations NORTH AMERICA Dallas, Memphis, Minneapolis, Toronto [Live Area] New York, Seattle EUROPE Liège (Belgium) [Sales Office] London (UK), München (Germany) ASIA Operation Center Services AGENCY SERVICES • Creative • Strategy • Marketing Services • Learning Lab TECHNOLOGY SERVICES • Web Development • Platform Support • Quality Assurance • Training INFRASTRUCTURE SERVICES • Financial Services • High-Touch Customer Care • Order Fulfillment & Distribution TECHNOLOGY ECOSYSTEM • eCommerce Technology • Omni-Channel Order Management • Product Content Management PFSweb Group Companies Digital creative agency and E-Commerce systems integrator. E-Commerce technology services company UK E-Commerce systems integrator Bangalore (India) * As of Mar 2016 transcosmos, inc. All rights Reserved. Fulfillment Center Cross-Channel commerce solution provider 6 Global E-Commerce U.S. / Europe The leading E-Commerce End-to-End Solution Provider in U.S. and Europe http://www.pfsweb.com NASDAQ : PFSW Selected Clients more than 60 of the world leading brands. transcosmos, inc. All rights Reserved. 7 Global E-Commerce U.S. / Europe The premier online marketplace of Italian fashion boutiques and designers https://www.italist.com/en Company Profile Italist is the first and largest online marketplace fully dedicated to Italian luxury multibrand boutiques. Italist is based in Beverly Hills, California, with an office in Milan to support our 105 affiliated luxury boutiques. Since launch in 2014, Italist has sold already in 64 countries - United States is the largest market. Feb 2015, Transcosmos invested in and partnered with Italist. Founded 2013 HQ Beverly Hills, CA, USA As of Nov 2015 transcosmos, inc. All rights Reserved. 8 Global E-Commerce U.S. / Europe No.1 Magento E-Commerce Solution Provider in EMEA http://www.vaimo.com/ Company Profile VAIMO is a full service E-Commerce solution provider specializing in developing ECommerce solutions on the “Magento” platform. Since its establishment in 2008, it has launched more than 400 E-Commerce websites for clients all over the world. Services During 2015, VAIMO has been awarded as the leading Magento eCommerce solution partner in the EMEA (Europe, the Middle East and Africa). VAIMO has offices in Sweden, UK, Finland, Norway, Denmark, South Africa, Estonia and Ukraine. With more than 150 developers, VAIMO provides E-Commerce services for approximately 100 active clients. Clients Case Sep 2015, Transcosmos has tied up a strategic and equity partnership with VAIMO. Company Name VAIMO AB Founded 2008 HQ Stockholm, Sweden Employees 250+ Sales/Development Offices London (UK), Tallinn (Estonia), Copenhagen (Denmark), Helsinki (Finland), Oslo (Norway), Pretoria (South Africa) Offices Development Offices Gothenburg (Sweden), Kiev (Ukraine), Oulu (Finland) http://za.triumph.com/ transcosmos, inc. All rights Reserved. * As of Sep 2015 http://www.gant.com/ http://www.konga.com/ 9 Global E-Commerce China The Leading Chinese Fashion E-Commerce Service Provider http://www.nengmao.net/ Company Profile Magic Panda is an industrial leader of companies providing E-Commerce supporting service, expertise in apparel companies within China. Magic Panda prioritize customer experience such as merchandising, branding, marketing, customer support. They also provide O2O service. In addition, they have advantages in being familiar with trends and best sellers of merchandises concerning apparels, acquired from numerous experiences by supporting E-Commerce operations. Due to contributing to sales increase by involving in joint development of, products, merchandise, store design and marketing executions, Magic Panda is trusted by many brands. Magic Panda Office Furthermore, as a TMALL partner, Magic Panda receives Top-Level Gold Certification in apparel from TMALL, China’s largest E-Commerce mall for 4 consecutive terms. June 2015, Transcosmos has tied up a strategic and equity partnership with Magic Panda. Company Name Founded HQ Shandong Ya Nuoda E-Commerce Co., Ltd. May 2011 Employees Approx. 300 Jinan City, Shandong, China As of Jun 2015 transcosmos, inc. All rights Reserved. Client Case – Lee http://lee.tmall.com/ Client Case – Marisfrolg http://marisfrolg.tmall.com/ 10 Global E-Commerce China The Largest Online Distributor of Cosmetics & Personal Care Products http://youquhui.com Transcosmos EC One-stop service in China Company Profile (Cosmetics & Personal Care Market) UNQ is the distributor for Japanese / Korean Cosmetics & Personal Care products in China. As the official E-commerce representative of the brand, they are in charge of the wholesale and sales promotion for China’s major online retailers such as JUMEI, The Store, JD.com, etc. In addition, B2C sales will be provided by running operations such as brand flagship store for Tmall and their own UNQ flagship store. UNQ is one of China’s largest distributors in the market that specializes in E-Commerce business for Cosmetics & Personal Care. October 2014, Transcosmos has tied up to a capital and business alliance with UNQ to enter E-Commerce distribution business Founded 2010 HQ Shanghai, China Employees Approx.120 As of Oct 2014 Selected Brands transcosmos, inc. All rights Reserved. 11 Global E-Commerce China E-Commerce Fulfillment and Logistics Company in China http://www.fineex.com/ Company Profile FineEX owns delivery centers with a total working area of 44,000 square meters in Shanghai, Guangzhou, Hangzhou, and Beijing and handles a series of E-Commerce fulfillment operations from storage of E-Commerce products in the warehouse, inspections, inventory management, order picking, packing, sticker labeling, order processing, shipping, delivery arrangements, to return processing. In addition, the unified management system for order processing and distribution, independently developed by FineEX, is connected to China’s major E-Commerce platforms, including China’s largest E-Commerce platform Taobao Tmall, JD.com, Yihaodian, QQWangguo, etc., making it possible to connect to the corporate clients’ E-Commerce-related systems. FineEX HQ Furthermore, the delivery service is provided for over 2,866 cities, towns, and counties (Chinese administrative units), which nearly covers the entire region where Chinese E-Commerce users reside. Currently, orders to fulfillment to delivery agent operations are carried out on an average of 40,000 transactions per day and 150,000 transactions per day during the peak business season. July 2013, Transcosmos has tied up a business and capital partnership with FineEX. Transcosmos has acquired 20% of the shares. Founded 2008 HQ Shanghai, China Employees Approx. 210 FineEX Shanghai Delivery Center As of Jul 2013 transcosmos, inc. All rights Reserved. 12 Global E-Commerce China The leading online advertising company in China ChinaNext : 300392 http://www.tensynad.com/ Company Profile • Tensyn Interactive provides online marketing solution for enterprises, offering access to the top three media buying agencies of portal websites and video websites in China. • Headquarter in Beijing, have branches in Shanghai and Guangzhou, with a nationwide service system. • Currently serving industry involved : Games, Internet Service, Household Appliances, IT, Financial, Automotive, FMCG and other fields. • Transcosmos has invested in Tensyn Interactive in Jun 2007. • Tensyn Interactive was listed on ChinaNext stock exchange in Sep 2014. Founded Dec 2001 HQ Beijing, China Employees Approx. 212 As of Sep 2014 Selected Clients Financials IT FMCG Automobiles Home Appliance Others transcosmos, inc. All rights Reserved. Services • Online Advertising Services • Big Data analytics, Strategy formulation • Targeting AD, Creative design, Media buying • Effect determination, Optimization of advertising effectiveness • Online Advertising Services • Online Public Opinion Survey, Information collection and analysis • Using SNS and online events to strengthen brand image. 13 Global E-Commerce China No.1 E-Commerce Storefront System Solution Company in China http://www.shopex.cn/ Company Profile Shopex is the leading company driving China's E-Commerce technology, the company develops / sells solutions and systems for PC, mobile and O2O. Since its foundation in 2004, it has a track record of implementing nearly 1.5 million E-Commerce solutions and systems for a wide range of client companies, including digital, consumer electronics, fresh food, food products, professional services and retail. Shopex owns the top class market share in E-Commerce storefront systems. Sep 2014, Transcosmos has tied up a business and capital partnership with ShopEX. Founded 2004 HQ Shanghai, China Employees Approx. 500 * As of Sep 2014 transcosmos, inc. All rights Reserved. ShopEx Commerce enables developing BtoC / BtoB sales platforms, CRM and ERP. In particular, it owns the top class market share in E-Commerce storefront systems in China. 14 Global E-Commerce Japan Nihon-Chokuhan : E-Commerce site of TV shopping brand in Japan https://www.666-666.jp/ Site Profile Operated by Nihon-Chokuhan is known as the famous TV shopping brand. Fashion, Furniture, Kitchen, Electronics, Healthcare Goods, Golf Goods, Gardening Goods etc… Nihon-Chokuhan has approx. 8.5 million members (as of March 2015) Transcosmos acquired Nihon-Chokuhan in Dec 2012. transcosmos, inc. All rights Reserved. 15 Global E-Commerce Japan Curated E-Commerce which is the attractive Japan-themed merchandise and products http://fujimaki-select.com/ Site Profile Operated by caramo, inc. Fujimaki-Select is launched by Mr. Fujimaki who is the famous buyer’s of No.1 Japanese department store in May 2012. Fashion, Accessories, Stationary, Lifestyle Goods etc… Transcosmos acquired caramo, inc. who operates “FujimakiSelect” from Zappallas, inc. in July 2015. They have opened a brick-and-motor store in TOKYU PLAZA GINZA at Ginza, Tokyo since Mar 2016. “FUJIMAKI hyakkaten” Ginza Store Tokyu Plaza Ginza 6F, 5-2-1, Ginza, Chuo-ku, Tokyo, Japan transcosmos, inc. All rights Reserved. 16 Global E-Commerce Southeast Asia No.1 Coupon and Daily Deals site in Philippines http://www.metrodeal.com/ Company Profile Founded July 2011 HQ Manila, Philippines MetroDeal is No.1 coupon and daily deal site in Philippines. MetroDeal sells a range of products and services such as fashion, health, and beauty items as well as restaurant, spa, salon, and travel packages. Transcosmos acquired MetroDeal in Mar 2015. transcosmos, inc. All rights Reserved. 17 Global E-Commerce Southeast Asia The Largest Daily Deals site in Vietnam http://www.hotdeal.vn/ Company Profile Founded Dec 2010 HQ Ho Chi Minh, Vietnam HOTDEAL operates the daily deal E-Commerce site, “HOTDEAL.vn” and the travel vertical “yesgo.vn.”. HOTDEAL’s core business - “HOTDEAL.vn” utilizes group purchasing and flash marketing, combined with traditional etailing services out of their warehouses in Ho Chi Minh City and Ha Noi, to sell items such as voucher discount tickets for restaurants and spas, consumer products such as fashion, home electronics, daily necessities, accessories, toys, health and beauty equipment, books… and services such as travel tours. Its dominant users are among the young adult segment in the two large cities of Vietnam, Ho Chi Minh City and Hanoi, boasting approximately 3.1 million unique monthly users with about 2.5 million members. Transcosmos forms Capital and Business Alliance (30% shareholding ratio) with HOTDEAL in Aug 2015. * As of Aug 2015 transcosmos, inc. All rights Reserved. 18 Global E-Commerce Southeast Asia INTERBASE RESOURCES SDN.BHD. The Largest E-Commerce site in Malaysia http://www.lelong.my/ http://www.superbuy.my/ Company Profile Company Name Founded INTERBASE RESOURCES SDN.BHD. Jul 1998 HQ Puchong, Malaysia INTERBASE manages an E-Commerce marketplace “Lelong.my” and a pure B to C site “Superbuy.my”. Its main business “Lelong.my”, EC marketplace, offers a One-Stop platform services for stores, such as online store construction, shopping cart, listing service for searching products, banner advertisement, and online payment service. It has 6,500 stores and approximately two million registered members. Transcosmos forms Capital and Business Alliance (35% shareholding ratio) with INTERBASE in Nov 2015. * As of Aug 2015 transcosmos, inc. All rights Reserved. 19 Global E-Commerce Southeast Asia No.1 e-Book site in Thailand http://ookbee.com/ Company Profile Founded March 2012 HQ Bangkok, Thailand Ookbee is one of the most eminent software company in Thailand and specialized in mobile solution and application development in various mobile platforms such Apple iOS, Google Android and RIM Blackberry. Ookbee has been developing services in other ASEAN countries (Malaysia, Philippines, Vietnam, Singapore) and this new increase of capital is intended for the purpose of expanding operations in each country, including Thailand. http://www.ookbeemall.com/en/ • E-Commerce Site in Thailand. • Joint Venture with Ookbee. • Ookbee Mall is launched in Oct 2015. The number of Ookbee’s e-Book application downloads has exceeded 6.5 million, placing it in the Top 10 grossing applications for over 700 days in Thailand’s Apple Store. Ookbee has over 5.5 million members. Transcosmos has tied up a strategic investment with Ookbee in April 2014. Transcosmos has share more than 10%. As of Apr 2014 transcosmos, inc. All rights Reserved. 20 Global E-Commerce Southeast Asia Indonesia based Fashion E-Commerce site http://berrybenka.com/ Company Profile Company Name PT.BERRYBENKA Founded April 2012 HQ Jakarta, Indonesia Employees Approx. 69 As of Nov 2013 Berrybenka collaborates with both local and international fashion brands, focusing on fashionable yet affordable clothing lines for all Indonesian female, ranging from dresses, tops, outers, accessories, shoes to bags. Berrybenka works with fashion brands and also local designers, such that they can focus on designing the best and most fashionable clothing, while Berrybenka acts as the online platform to sell the products at affordable prices. Berrybenka has collaborated with more than 500 fashion brands. Transcosmos has tied-up a strategic investment with Berrybenka in Nov 2013. Transcosmos has share more than 30%. transcosmos, inc. All rights Reserved. 21 Global E-Commerce Southeast Asia / India E-Commerce Fulfillment Company having Online Sales Channels in Southeast Asia and India http://anchanto.com/ Company Profile • Provides cross-border E-Commerce fulfillment services from Singapore to Southeast Asia and India. • Anchanto provides on-demand E-Commerce backend operation and also channel management service on ASEAN’s leading Ecommerece retailers, including Qoo10 and Lazada, and India’s industrial leaders, Flipkart and Snapdeal. • Transcosmos forms Capital and Business Alliance with Anchanto in Nov 2015. Clients case https://www.pomelofashion.com/sg/ HQ https://www.creme-simon.com/ Singapore Other Office Founded https://www.wineconnection.com.sg/ July 2011 Anchanto Services Pvt Ltd : Pune, India * As of Nov 2015 transcosmos, inc. All rights Reserved. 22 Global E-Commerce Latin America E-Commerce One-Stop Service Provider in Latin America http://www.emporiocompras.com Company Profile Founded May 2013 HQ Buenos Aires, Argentine Emporio Compras provides e-commerce fulfillment services for brands selling across E-Commerce marketplace Mercado Libre, the online sales channel with the largest sales and distribution volume in Latin America, amongst other E-Commerce shopping malls and E-Commerce websites. Emporio’s turnkey solution includes the development and design of branded E-Commerce websites, fulfillment, customer service, business intelligence, online marketing, and payment via a onestop service. Emporio Compras includes Mercado Libre (NASDAQ : MELI) and Grupo Logístico Andreani - the biggest logistics courier in Argentina - as strategic shareholders and business partners. The firm operates in Argentina, Chile, Colombia, Uruguay and is planning to launch operations in Peru, Brazil and Mexico in the near future. Transcosmos forms Capital and Business Partnership with Emporio Compras in Mar 2016. transcosmos, inc. All rights Reserved. 23 Joint Ventures with Digital Companies in Asia Joint Ventures transcosmos online communications inc. X Joint Venture with LINE Summary Promoting LINE-based Contact Centers and Creating New Ways for Companies and Customers to Communicate transcosmos has launched “transcosmos online communications inc.”, a new joint venture, with LINE Corporation on May 2016. LINE has more than 68 million registered users in Japan and has created various opportunities for companies to better engage with these users via services such as LINE Official Accounts, sponsored stickers and LINE Free Coins. LINE launched LINE Business Connect in February 2014. It is a service that provides a business-oriented API that includes many of the features of LINE official accounts and that offers a high degree of customizability for companies, enabling two-way communication with regular LINE users and linking with companies’ existing system data. As a result, companies are expanding their use of LINE in ways that match their needs and the unique attributes of their business. With the establishment of transcosmos online communications inc., company-to-customer communication on LINE will be even faster. Consulting and planning services for corporations and the development of other new services using LINE Business Connect will be conducted jointly by transcosmos and LINE. transcosmos, inc. All rights Reserved. 25 Joint Ventures J-Stream The leading company of video streaming and CDN services in Japan. http://www.stream.co.jp/english/ CDN = Content Delivery Network TYO : 4308 Company Profile J-Stream is the first company to offer streaming service in Japan. They boast a track record and experience in helping companies in the practical application of online video data unparalleled in Japan. With their CDN network for streaming in Japan, they support major streaming media, including Flash Video and Windows Media. They are an online video general solutions company that not only provides delivery, but also performs the design and production of videos / rich content, and provides peripheral solution services. Transcosmos established J-Stream with Real Networks, known as streaming technology company, and Japanese telecommunication companies in 1997. Founded May 1997 HQ Tokyo, Japan Revenue (2015) 4,864M yen Employees 323 (approx. US$40M*) • Streaming / CDN / Live Broadcasts • Service for Mobile phones • Rich Content and Mobile Content Production Selected Clients Major Shareholders • • transcosmos inc. KDDI Corporation http://www.kddi.com/english/index.html Subsidiaries • • • • CO3 Inc. Crossco Co., Ltd. J Creative Works Inc. Up Arrows Inc. http://www.co3.co.jp/ http://www.crossco.co.jp/ http://www.j-creativeworks.co.jp/ http://www.up-arrows.co.jp/ *$1=120yen transcosmos, inc. All rights Reserved. Services As of Mar 2015 TV • Fuji Television Networks, Inc. • Tokyo Broadcasting System • TV Asahi Corporation • Nippon Television Network Corporation • NHK (Public Broadcasting Services) RECORD LABELS • TOSHIBA-EMI LIMITED • BMG JAPAN INC. • COLUMBIA MUSIC ENTERTAINMENT, INC • UNIVERSAL MUSIC K.K. • Sony Music Entertainment (Japan) INC. • WARNER MUSIC JAPAN INC. • AVEX GROUP HOLDINGS INC. NEWSPAPER • Nikkei Inc. • The Asahi Shimbun Company • The Yomiuri Shimbun • The Sankei Shimbun • The Chunichi Shimbun • Nikkan Sports News. BANKS • Mizuho Bank, Ltd. • Mitsubishi UFJ Financial Group, Inc SECURITIES • NOMURA SECURITIES CO., LTD. • Daiwa Securities Co.Ltd. etc… 26 Joint Ventures NetRatings The leading online audience measurement company in Japan. https://www.netratings.co.jp/ Company Profile No.1 company that provides online audience measurement analysis and online advertising measurement service. The analysis includes internet site ranking information from user behavior on site, sample user profile information per site, where the user came from and what site the user went to. NetRatings covers over 98% of the world’s internet population and NetRatings Japan has over 18,000 sample panelists. Providing the world standard in audience movement information. Transcosmos established NetRatings Japan with NetRatings (current ‘The Nielsen Company’), known as internet audience measurement company in 1999. Founded Shareholders May 1999 • • The Nielsen Company transcosmos inc. transcosmos, inc. All rights Reserved. HQ Tokyo, Japan http://www.nielsen-online.com/ 27 Joint Ventures JV with Media Company Forecast Communications, inc. Sankei Digital, inc. http://www.4cast.co.jp/ http://www.sankei-digital.co.jp/ Digital Creation JV with NTV (known as major Japanese TV Network) Digital Creation JV with Sankei Shinbun (known as major Japanese newspaper company) Develops TV programs’ web site, paid contents, content for digital broadcasting Manages design and production of news sites and digital content. Founded Major Shareholders Mar 2000 HQ • Nippon Television Network Corp • transcosmos inc. • Yomiuri Shimbun Tokyo, Japan http://www.ntv.co.jp/ http://info.yomiuri.co.jp/ Founded Major Shareholders Nov 2005 HQ • Sankei Shinbun • transcosmos inc. Tokyo, Japan http://www.sankei.com/ Fuji TV-lab, LLC Cocore, inc. http://www.watchme.tv/ http://www.co-core.com/ Digital Video JV with FujiTV (known as major Japanese TV Network) 3D virtual community JV with Sankei Shinbun Manages video communication site “Watch Me! TV” Development/Operation of a 3D virtual community “meet-me” Founded Major Shareholders May 2006 HQ Tokyo, Japan • Fuji Media Holdings • Teamlab Business Development inc. (transcosmos subsidiary) transcosmos, inc. All rights Reserved. Founded Major Shareholders Mar 2007 • transcosmos inc. • FromSoftware, inc. • Sankei Shinbun HQ Tokyo, Japan http://www.fromsoftware.jp/ http://www.sankei.com/ 28 Joint Ventures Others DoubleClick Japan https://www.google.com/doubleclick/ Founded 1997 As a pioneer of digital marketing, DoubleClick is used as world standard advertising delivery technology to provide a wide range of operation services for internet / business advertising and sales promotion strategies to a company’s marketing divisions, ad agencies, portal sites, ECommerce sites. CyberSource Japan http://www.cybersource.com/ja-JP/ Founded 2000 CyberSource provides selected range of payment and risk management solutions, designed to help merchants maximize sales and minimize fraud. Ask Jeeves Japan http://jp.ask.com/ Founded 2000 Ask.jp boasts a leading search engine traffic ranking after Google, Yahoo, MSN and AOL in US. It is a Japanese version of each information portal as for the next generation type search engine. Traffic is increasing rapidly because of its original function and active service developments. Become Japan http://www.become.co.jp/ Founded 2005 Founded 2006 Comparison shopping search engine with new features NetSuite Japan http://www.netsuite.co.jp/ NetSuite is the leading provider of on-demand, integrated business management software for growing and midsize businesses. Brightcove Japan http://www.brightcove.com/ Founded 2008 Brightcove is an online video platform service that empowers video producers and programmers to build broadband businesses while giving marketers more ways to communicate and engage with their consumers. transcosmos, inc. All rights Reserved. 29 Wholly-owned subsidiaries Wholly-owned subsidiaries Social Gear The leading company of Facebook management platform in Asia http://www.social-gear.jp/ Company Profile Social Gear provides the Facebook operation and management system “social gear” and Facebook advertising in site data in real-time “social gear Ads+”. Social Gear is officially acknowledged as one of the few partner companies within “Preferred Marketing Developer (Currently: Facebook Marketing Partners)”, a marketing partner program started by Facebook. Currently, “social gear” has introduction results in total over 400 brands such as airline industries, financial industries, automotive industries, etc., providing services in Japanese, English, and Chinese (Taiwan). • Beginning in June 2015, it will truly release “social gear Ads+”, the Facebook’s advertisement operation system, which applies advertisement insight data in real-time. transcosmos formed a capital and business tie-up with SOCIAL GEAR PTE LTD in Jun 2015. transcosmos acquired 100% ownership of Social Gear in May 2016. transcosmos will provide a service that allows unifying control over operation of Facebook’s advertisement in regions centered in Japan, US, and APAC (AsiaPacific). Founded June 2013 HQ Singapore Uniquely developed analysis graph It makes a versatile data, analyzing on-hand possible by visualizing massive advertisement insight data of over 150 items, in real-time. • Optimizing and expanding actions in 10 varieties It lets you take action as is in real-time in contrast to a set of analyzed and chosen advertisements. By adjusting the collective optimization of bidding unit price and budget of versatile set of chosen advertisements, adding monitoring items, etc., it can actualize suggestions based on accurate analysis. • Integrated UX which concludes all works in a single page It can unify the control of data collection, selection and analyzing, and planning measures and taking action, in realtime. * As of May 2016 transcosmos, inc. All rights Reserved. 31 Wholly-owned subsidiaries transcosmos Information Systems Limited (formerly “Merlin Information System”) 24/7 Multilingual Outsourcing Company - BPO Firm http://www.misgl.com/ Company Profile Merlin Information Systems Group Ltd. is a provider of outsourced high specialist IT computer support services and solutions. IT Support IT services support for your users, systems, and applications. Based on the ITIL framework, the backbone of Merlin’s IT services is its service management office, which provides strict quality assurance, as well as highly disciplined reporting, process, and implementation service. Merlin has four distinct areas - Managed services, Professional Services, Consultancy Services, and Technology solutions. Managed Services provides high quality outsourcing solutions for Help Desk, Help Centre (Center), Customer Services, Technical Support and Systems Monitoring. transcosmos acquired Merlin to accelerate European and US BPO/Call Center Business in Apr 2016. Founded Selected Clients 1991 HQ Bletchley, UK Customer Support Providing you with highly skilled and professional, multi-channel customer service centers that support your products and services for your clients. Projects and Consultancy Over the past 24 years, Merlin has built a successful global support services business. As a result, we have a wealth of experience and expertise that can help our clients implement, deliver, and improve their IT and customer support services as well as their technological solutions. transcosmos, inc. All rights Reserved. 32 Partner Companies Digital Marketing Technology Companies Partner Companies Marin Software The leading company of Cross-Channel performance advertising platform http://www.marinsoftware.com/ NYSE : MRIN Company Profile Marin Software provides a leading cross-channel performance advertising cloud for advertisers and agencies to measure, manage and optimize ad spend across the web and mobile devices. Offering an integrated SaaS platform for search, display and social advertising, Marin helps digital marketers improve financial performance, save time, and make better decisions. Advertisers use Marin to create, target, and convert precise audiences based on recent buying signals from users’ search, social and display interactions. February 2013, Transcosmos has became Marin Software Certified Agency in Japan. Founded 2006 transcosmos, inc. All rights Reserved. HQ San Francisco, CA, USA 34 Partner Companies TubeMogul The leading company of online video advertising platform https://www.tubemogul.com/ NASDAQ : TUBE Company Profile TubeMogul is an enterprise software company for brand advertising. By reducing complexity, improving transparency and leveraging real-time data, their platform enables advertisers to gain greater control of their global advertising spend and achieve brand advertising objectives. In 2010, TubeMogul created its own video network and in 2011 developed a platform with video advertisement targeting based on RTB, optimization, regional publishing, and analysis capabilities. This platform is able to respond to various advertising formats, including in-stream video advertising, indisplay units with click-to-play capabilities by the viewers, interstitial advertising within applications which could withstand heavy-duty use in Japan via Smartphones, tablets, and alike. At the time of video advertisement publications, as usual the appropriate sites and viewers to be researched are selected to clarify the targeting area. And in the background, TubeMogul’s brand-safe suite operates, blocking inappropriate/irrelevant content pages and accidental views, protecting the values of the brands. October 2012, Transcosmos has formed an sales agent agreement with TubeMogul. Founded transcosmos, inc. All rights Reserved. 2006 HQ Emeryville, CA, USA 35 Partner Companies Signal The leading company of Cross-Channel Marketing Technology http://www.signal.co Company Profile Signal(formerly BrightTag) is the global leader in real-time, cross-channel marketing technology, featuring cross-channel data collection platform “Signal Fuse” and it tag management service “Signal Tag.” Signal’s Fuse Platform helps marketers collect data from any offline or online source, resolve identity across all consumer touch points, and deliver unified profiles to any marketing or analytics endpoint – all in real time. The platform is ecosystem-neutral and helps data and marketing technologies work better together, driving increased engagement, loyalty, and conversions. Signal Tag has been implemented to many companies in Japan as “Yahoo! Tag Manager” and transcosmos is proud to be an official partner of the “Yahoo! Tag Manager Certified Partner Program.” Sep 2014, Transcosmos has formed a business alliance in the ASEAN Region with Signal. Founded transcosmos, inc. All rights Reserved. Sep 2009 HQ Chicago, IL, USA 36 Investment Track Records Investment Track Records Geary LSF Group An Integrated Digital Marketing Agency http://www.gearylsf.com/ Company Profile Geary LSF operates an online marketing agency and a publishing division that together attract new customers for companies and their advertising agencies through various Internet channels, including display advertising, e-mail, search and shopping engines, and viral marketing. Services include media planning and buying, ad placement through a network of publishers, consumer loyalty programs, private label Web sites, and search engine optimization. Founded Selected Clients transcosmos, inc. All rights Reserved. 1999 HQ San Francisco, CA An Omni-Channel Approach For Integrated Digital Marketing As marketers, Geary LSF lives in an exciting time where the consumer purchase path is shifting. It’s now more important than ever for brands to be present, brand message to be clear, and brand voice to be consistent. While the individual tactics of Paid, Earned and Owned Media no doubt have a positive impact on business, as a digital marketing agency, Geary LSF strategically combines all three to create an omni-channel approach that turns brands’ digital ambitions into business results. 38 Investment Track Records Zynga The world's most popular social games provider http://zynga.com/ NASDAQ : ZNGA Company Profile Zynga is a leading developer of the world's most popular social games that are played by millions of monthly consumers. The company has created evergreen franchises such as FarmVille, Zynga Casino and Words With Friends. Zynga's NaturalMotion, an Oxford-based mobile game and technology developer, is the creator of hit mobile games in popular entertainment categories, including CSR Racing, CSR Classics and Clumsy Ninja. Zynga games have been played by more than 1 billion people around the world and are available on a number of global platforms including Apple iOS, Google Android, Facebook and Zynga.com. Founded 2007 transcosmos, inc. All rights Reserved. HQ San Francisco, CA 39 Investment Track Records Zazzle The world's leading platform for quality custom products http://www.zazzle.com/ Company Profile Zazzle is the world's leading platform for quality custom products. Zazzle's proprietary technology enables individuals, professional artists and major brands, including Disney and Hallmark, to create and offer billions of unique products for customers worldwide. Zazzle's rapidly expanding product base covers every topic imaginable and includes t-shirts, business cards, invitations, in addition to a variety of custom gifts. Upon creation, products are instantly and accurately visualized on the site and offered in the Zazzle marketplace. When ordered, each product is made on-demand, typically within 24 hours. Launched in 2005 and based in Redwood City, California, Zazzle's vision is to redefine commerce, powered by the world's imagination. Founded transcosmos, inc. All rights Reserved. 1999 HQ Redwood City, CA 40 Investment Track Records Become The company of large syndication network for Product Ads http://www.become.com/ Company Profile Become provides cloud-based performance marketing and SaaS solutions that benefit online retailers, web & mobile publishers and online shoppers (Product Ads, Channel Management, Feed Optimization, Analytics and more). Become helps merchants increase sales, publishers monetize traffic and consumers make more informed shopping decisions. With over 500 publishers, Become operates the world’s largest syndication network for Product Ads. Founded 2004 HQ Sunnyvale, CA, USA • Retailers – Increase sales, visibility and traffic through our Product Ad Network by enhancing, distributing and managing your Product Ads on several hundred online channels. Leverage our easy-to-use but powerful analytics dashboard to help you understand and control your return on investment and cost of sales. • Publisher partners – Use our configurable Product Ads to monetize your sites and expand your customer reach. Become Product Ads will allow you to provide a customized shopping experience on your sites in the US, Europe and Asia. • Online shoppers – Find, research, compare, find deals and purchase the products you care most about! Connect with us through our Product Ad Network of partner sites or our own shopping portals. transcosmos, inc. All rights Reserved. 41 Investment Track Records Others Multiply http://multiply.com/ Founded 2003 HQ Jakarta, Indonesia Founded 2001 HQ San Jose, CA The largest marketplace in Southeast Asia. Optimost http://optimost.com Optimost's expertise and advanced technology can help a wide variety of businesses increase conversion rates and decrease creative development costs. SingShot Media http://singshot.com Founded 2005 HQ San Francisco, CA http://www.6.cn Founded 2005 HQ China Founded 1999 HQ Marina del Rey, CA Founded 1999 HQ San Mateo, CA Online Karaoke platform 6rooms 6Rooms is a Chinese high-tech enterprise that operates an online video community. Cinemanow https://www.cinemanow.com/ Internet-based digital video distribution company Coremetrics https://coremetrics.com Coremetrics is the leader in marketing optimization. Its products help businesses relentlessly optimize their marketing programs to make the best offer, every time, anywhere, automatically. transcosmos, inc. All rights Reserved. 42 Investment Track Records Others Brightcove http://www.brightcove.com/ Founded 2004 HQ Boston, MA Brightcove is an online video platform service that empowers video producers and programmers to build broadband businesses while giving marketers more ways to communicate and engage with their consumers. Skysoft Co., Ltd. http://www.skysoft.com.tw Founded 2000 HQ Taiwan Founded 2009 HQ San Francisco, CA Legal online music service for Taiwan and Chinese market. meez https://www.meez.com/ Meez is the only online virtual playground for teens to create social and multimedia activities to share with friends. Meez is a online community that combines a social virtual world with social networking, gaming, rich multimedia sharing and more. Twelvefold Media http://www.twelvefold.com/ Founded 2004 HQ San Francisco, CA Twelvefold Media is a digital media company with a data-driven ad platform built to optimize advertising across the largest pool of trusted blog content on the web. BuzzMedia http://www.spinmedia.com/ Founded 2004 HQ Los Angeles, CA HQ Beijing, China BuzzMedia is online entertainment publisher of pop culture, music and celebrity for enthusiasts worldwide. WangYou http://www.wangyou.com/ Founded 2005 WangYou Media is a diversified and integrated Chinese language media entertainment company with operations in Internet Service, Mobile Value Added Services and Multimedia Broadcasting. transcosmos, inc. All rights Reserved. 43 Investment Track Records Others Vocalspace http://www.vocalspace.com/ Founded 2005 HQ Flower Mound, TX Founded Founded 2005 2009 HQ Oakland, CA, USA Portland, OR, USA Providing tools for audio / video blogging AudioAcrobat.com, BYOAudio.com, Hipcast.com, and MedicareSaver.com. Pheedo dlvr.it http://www.pheedo.com/ http://dlvr.it/ Pheedo is a media advertising network working with publishers and advertisers to maximize their ROI through its RSS ad serving technology. dlvr.it providers bloggers, publishers and brands, both large and small, with a way to expand their reach on the social web and into new channels. Their tools make it easy to manage and measure the flow of your content everywhere your audience is. transcosmos, inc. All rights Reserved. 44 Thank you. http://transcosmos.com/ http://www.trans-cosmos.co.jp/English/ <Global Ecommerce Services (Los Angeles)> 879 West 190th Street, Suite 1050 Gardena, CA 90248 Phone: 1-844-630-2224 [Contact] [email protected] <Strategic Investments, R&D (Silicon Valley)> 3031 Tisch Way, Suite 300, San Jose, CA 95128 Phone: 650-428-2000