1SEVENTY AGENCY

September 2019

Go Beyond!

2

China Cross Border Ecommerce Performance

The World is Flat

Payoneer – Your Partner

Technology Disruption

Technology Disruption

3

Source: BlackRock.

Offline Retail Collapse

4

Ecommerce Contribution to Retail

5

$0

$1,000

$2,000

$3,000

$4,000

$5,000

$6,000

$7,000

2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026

35%

30%

25%

20%

15%

10%

5%

0%

Source: US Dept. of Commerce, ChannelAdvisor estimates

6

China CBT

Performance

7

China Ecommerce Export Market

Relative SizeChina CBT Market Size Forecast China CBT Relative Size 2019E

Source: Management estimates, iMedia Research 2019. Source: eMarketer / iMedia estimates.

$90 bn

$109bn

$130bn

$154bn

2016 2017 2018 2019E

19.7+%Growth

China CBT Growth = ~20%US ecommerce Growth = ~14%

US EcommerceUS$587 bn

China CBTUS$154 bn

26%

Amazon - China Dominance

8

20,000> $1mm / year

140,000> $100K / year

2,500,000Total Sellers

Top Sellers on Amazon – China Contribution

Source: Marketplace Pulse.

eBay and Wish Seller Contribution

9

eBay Top Seller China Contribution Wish Top Seller China Contribution

Source: Webretailer. Source: Marketplace Pulse.

Next Up – Walmart?

10

Walmart China Contribution 2018

Source: Marketplace Pulse.

~5%1K+ Sellers

Public Companies – TOTAL 18

11

Historical – Chinese Cos Going Public

5

1315

Before 2015 2015 + After In Queue

Source: Payoneer, Financial Research.

12

The World

Is Flat

13

Selecting Marketplaces – What Really Matters!

14

$1b GMV / Year

10mMonthly

Visits

$100kChina

Success Case

United States Ecommerce - $538bn

15

New Marketplaces

GMV Traffic

$277b 206m

$38b

$10b+

109m

79m

Source: Webretailer / Statista / Market Research.

15

$100K?

Yes

Yes

Yes

Industry Trend Updates

GMV Traffic $100K?

NA 1b+

$21b 131m Yes

Yes

Invitation -> Open to China 2020

Shopping Actions – Explosive Growth

SEA Ecommerce - $72bn

16

Source: Webretailer / Statista / Market Research.

12GMV Traffic $100K?

Yes

Yes

Industry Trend Updates

$10b 195m

NA 152m

New Marketplaces

GMV Traffic $100K?

NA NA NA

Yes$1b/M 130m$1.1b investment Alibaba / Softbank

Thailand launch / $550m Google Invest

Europe Ecommerce - $315bn

17

18GMV Traffic $100K?

Industry Trend Updates

€3.6b 62m

NA 62m

Source: Webretailer / Statista / Market Research.

Yes

YesPayoneer’s Top 10 Global Marketplaces

Payoneer’s Top 10 Global Marketplaces

New Marketplaces

GMV Traffic $100K?

NA

NA

Yes194m

14m

32m

NA

NA

NA

Open to Chinese Sellers

Open to Chinese Sellers

Open to Chinese Sellers

Other Emerging Markets

18

Global Emerging Marketplaces

Acquired

$580m$7.5b GMV

$330m GMV

3Q19

$1bn in 2019 (200% YoY)

~$10bn in 2019$1bn valuation 2018

$1bn vaoluation 2018

Liquidated Aug 2018

$12.5bn GMV / Pro China

~$1b GMV

300% Growth 2018

Webstores - Explosive Dynamics

19

EXAMPLE - Shopify - Explosive Dynamics

20

Shopify Growth Momentum

Source: Bloomberg.

April 13

May 29

21

Payoneer

- Your Partner

Payoneer – Unparalleled Global Infrastructure

22

The most comprehensive global coverage in the industry.

Payoneer – Unparalleled Global Infrastructure

23

The most comprehensive global coverage in the industry.

Payoneer账号

Payoneer – Unparalleled Global Infrastructure

24

The most comprehensive global coverage in the industry.

Payoneer账号

1 Global Licenses551 Bank Partnerships50+

1Marketplaces45

1 Supply Chain

Partnerships 80

Payoneer Accolades

Global coverage – Infrastructure and Offices

25

California

New York

Barcelona

London

Buenos Aires

Gibraltar

Kiev

Tel Aviv

Bangalore

Dehli

Shanghai

Shenzhen

Hong Kong

Taipei

Tokyo

Seoul

Manila

Sydney

18 Locations

26

Global Marketplace Partners

i UK GERMANY FRANCE

ITALY CZECH

REPUBLIC

POLAND

27

Payoneer Balances Put to UsePay all your expenses conveniently, anytime and anywhere.

Logistics

Warehouse

ERP | Sales tool

Software SuppliersPayroll Advertising

Tax & VAT