Oii AI Pitch Deck: Slide-by-Slide Breakdown

Oii AI: The Intelligence Layer for Global Logistics

Oii AI (formerly Orchestrated Intelligence) entered the market at a time when global supply chains were reeling from volatility. Their 2023 seed deck, which helped secure $1.85M, focuses on the transition from 'reactive' to 'proactive' planning. The deck is a classic example of a technical 'wedge' strategy: selling a high-value optimization layer that doesn't require the customer to abandon their existing multi-million dollar ERP investments.

Slide 1-4: The Vision and Paradigm Shift

The deck opens with a strong branding statement: "The Cognitive Self Modelling Supply Chain." Slide 2 defines their vision as bringing "Machine Intelligence to Supply Chain Planning." This is a high-level pitch aimed at executives who are tired of manual spreadsheets and rigid legacy systems.

Slide 3 uses a relatable metaphor—GPS navigation—to explain a complex technical product. By comparing supply chain management to a GPS, they simplify their value proposition: they aren't the car (the supply chain) or the road (the infrastructure); they are the intelligence that tells you the best way to get to your destination. Slide 4 reinforces this, claiming a "New Paradigm" that connects the dots between optimal costs and service levels.

Slide 5-6: Product and The 'Before vs. After'

Slide 5 introduces "Optii," the core product. A crucial selling point is highlighted in bold: "no need to rip and replace existing infrastructure." For B2B SaaS, this significantly lowers the barrier to entry and shortens the sales cycle. The slide also outlines the cost model, consisting of set-up fees and per-seat annual licenses.

Slide 6 is the most important strategic slide in the deck. It contrasts "Supply Chain Planning Today" (Reactive Model) with "Supply Chain Planning Using Oii" (Proactive Model). It lists four specific transitions: from manual configuration to automated risk mitigation, from no transparency to real-time visibility, from manual what-if scenarios to AI simulation, and from cadence-based decisions to event-driven planning.

Slide 7-8: Market Trends and Traction

Slide 7 is a dense "bubble" chart of digital trends, citing AI as the #1 trend in supply chains. While visually overwhelming, it serves to ground the company's mission in broader industry tailwinds, such as the 80% of manufacturers expecting improved connectivity to increase output.

Slide 8 provides the 'proof.' It lists impressive pilot logos including Gilead, Merck, and GSK. The metrics cited are substantial: 30% total cost reduction, 25% inventory reduction, and a 75% reduction in planner activities. These figures are the 'hook' for investors, showing that the product delivers measurable ROI in a short timeframe.

Slide 9: The Founder Advantage

In a seed round, the team is often more important than the product. Oii leans heavily into their academic and professional pedigree. CEO Bob Rogers is a Harvard PhD in Physics with a previous successful exit. COO David Evans is a dual-master's supply chain visionary. Advisor Lee Clewley is an Astrophysics PhD. This "PhD-heavy" team suggests that the underlying AI isn't just a wrapper around a basic LLM, but a sophisticated scientific model.

Slide 10-12: Market Size and Competitive Landscape

Slides 10 and 11 break down the Total Addressable Market (TAM) by sector. For Pharma, they estimate a $118M ARR opportunity; for Retail, a massive $3.8B ARR opportunity. By showing the math (419 large pharma companies x license fees), they make the billion-dollar potential feel grounded in reality.

Slide 12 is a standard 2x2 matrix, positioning Oii in the top-right quadrant for "Fast Return on Investment" and "High Savings." They place themselves ahead of legacy giants like Oracle, SAP, and Infor, as well as specialized competitors like Llamasoft.

Slide 13-14: Competitive Advantage and Pipeline

Slide 13 provides a direct feature comparison with Llamasoft. The key differentiators are "Operational" vs. "Project Based" usage and a "1-3 Months" setup time vs. "8-12 Months." This emphasizes speed-to-value, a critical metric for enterprise software. Slide 14 is a placeholder for the sales pipeline, indicating that the company has a structured process for moving leads from "Strategic Fit" to "Contracting."

Slide 15-17: The Roadmap and The Ask

The roadmap on slide 15 shows a clear evolution. It tracks the progress from the first MVP in 2020 to the planned "Autii" launch in 2022/2023. This shows investors that there is a long-term vision beyond just a single optimization tool.

Slide 16 and 17 cover the funding request. While the specific dollar amounts are redacted in this version of the deck (using $X M), the "Use of Funds" is clearly categorized: building the production version of Optii, onboarding an operational team, and scaling sales and marketing. This demonstrates a disciplined approach to capital allocation.

Slide 18-21: Appendix and Exit Strategy

The deck concludes with deep dives into their primary competitor, Llamasoft (Slides 19-20), showing that Llamasoft focuses mainly on large $1B+ companies in the US. This suggests a gap in the market that Oii can exploit. Finally, Slide 21 lists "Multiple Acquisition Possibilities," categorizing potential buyers into Automation, Planning, and Modelling sectors. This gives investors a clear picture of how they might eventually realize a return on their investment.

What Oii AI Does Well

1. The Metaphor: Using the "GPS" analogy for supply chains is a masterclass in simplifying a complex B2B product. It immediately explains the product's role without getting bogged down in technical jargon.

2. Non-Disruptive Value: The emphasis on working with existing systems rather than replacing them is a powerful sales and fundraising hook. It addresses the biggest fear of enterprise buyers: the failed implementation of a new core system.

3. Credibility through Pedigree: The team slide is exceptionally strong. Having multiple PhDs from top-tier institutions (Harvard, Imperial) in relevant fields (Physics, Astrophysics, Supply Chain) builds immediate trust in the "Scientific Modelling" claims.

What is Missing from the Oii AI Deck

1. Unit Economics: While the deck mentions set-up and license fees, it lacks data on Customer Acquisition Cost (CAC) or Lifetime Value (LTV). Even at the seed stage, some indication of the cost to acquire these large pharma pilots would be beneficial.

2. Case Study Detail: Slide 8 lists impressive percentage improvements, but it doesn't provide a narrative case study. Investors often want to see exactly how one specific customer went from "Problem" to "Solution" to "Result."

3. Specific Financials: The use of placeholders ($XXXk, $X.XM) is common in public versions of decks, but the lack of historical burn rate or specific revenue milestones makes it harder to judge the company's capital efficiency to date.

Founder Takeaways: What to Copy

1. The 'Before vs. After' Table: Slide 6 is a perfect template for any founder trying to displace a legacy process. Clearly defining the old "Reactive" way versus your new "Proactive" way makes the value proposition undeniable.

2. Sector-Specific TAM: Instead of just showing one giant, unbelievable number for the whole world, Oii breaks their market down by sector (Pharma, Retail). This makes the numbers feel calculated and achievable.

3. Exit Strategy Mapping: Slide 21 is a great addition. Many founders are afraid to talk about exits, but mapping out exactly which categories of companies would want to buy you (and why) shows that you understand the broader ecosystem and your place within it.