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Warsaw Equity Group and Cezary Smorszczewski invest in 3Soft and Occubee

The Warsaw Equity Group (WEG) fund, together with Cezary Smorszczewski, have invested in 3Soft and Occubee, a platform for forecasting demand and sales in retail and automating key processes in the supply chain. The total investment amounts to PLN 20 million.

3Soft has been developing IT systems for 20 years. It specializes in providing solutions for clients in the financial, retail and industrial sectors. In its projects it uses advanced technologies in the areas of Artificial Intelligence, Data Management and Business Automation.

Occubee – 3Soft’s original solution – is a platform for demand and sales forecasting. It offers business modules for managing the logistics process in the retail industry. The Replenishment module provides short-term sales forecasts for offline and online channels, determines store demands and allows automatic generation of picking orders. The Demand Management module provides medium- and long-term demand forecasts for selected markets or sales channels. Based on them, it determines the demand of a given store for specific goods or product groups. As a result, the system automatically generates orders for suppliers, as well as production plans.

Funds from this round will be used primarily to strengthen Occubee’s market position. The platform’s development strategy involves intensifying sales activities in CEE and Latin America. Apart from other countries, the company has customers e.g. in Mexico where its sales team operates on site.

Direction: automation

The investment in 3Soft and Occubee fits perfectly with Warsaw Equity Group’s investment strategy.

The company is developing IT services and a technologically advanced product oriented towards automation of logistics processes. In addition to sustainability, projects that support automation and improve business efficiency are our main investment area. The basic element of any investment is people. In 3Soft and Occubee we have met a team of very experienced entrepreneurs who want to keep growing and are open to solutions that escape standard definitions. We are counting on the funds from the current round to support commercialization. We are keen for Occubee to intensively develop sales in emerging markets, such as LATAM and CEE, where adoption of such solutions is still relatively low.

Przemysław Danowski, Managing Partner WEG

Technologies support sales

The retail market is moving increasingly toward automation and digitization of processes. According to BDO Research’s 2021 survey, 48 percent of retailers have digitized their supply chain, and 43 percent intend to do so in the coming year. The Occubee platform addresses the retail industry’s challenges while responding to the need for process optimization. According to McKinsey Digital, demand forecasting based on AI models can reduce lost sales due to inventory shortages by 65 percent and reduce warehousing costs by 10-40 percent.

Occubee already supports our customers’ business processes in a real way. The use of Big Data technologies, artificial intelligence algorithms and machine learning allows retailers to build competitive advantage, reduce costs and increase sales, in a relatively short time after system implementation. Offered in a SaaS model and based on the cloud, the platform is scalable, making our offering attractive to smaller and larger retailers and manufacturers. In addition, we will continue to update Occubee with new features and modules. We have been close to the business since we started working on the platform and we have been listening to our customers’ needs. Further development of Occubee will be guided by our careful considerations and years of experience and, most importantly, it will address the expectations coming directly from the market.

Michał Koziara, Chief Executive Officer 3Soft.

Investment in business and people

For nearly 20 years of market presence, 3Soft has completed more than 200 projects for dozens of clients. Today, its international team is over 100-strong and continues to expand.

The conclusion of the investment agreement with WEG and Cezary Smorszczewski is another milestone in the history of our company. On the one hand, it proves the effectiveness of our actions to date, and on the other, it opens a new chapter for both our business branches – Occubee and the software house. For us, cooperation with investors means, in addition to acquiring funds, the opportunity to join the WEG community, and thus to exchange experience and know-how, to learn from good practices, and to gain more competencies. We are convinced that together we will create a new quality.

dr inż. Kamil Folkert, Chief Strategy Officer 3Soft

Cezary Smorszczewski, one of the investors, is a manager and investor with many years of experience. He is the former CEO and Managing Partner of MCI Capital s.a., founder and former CEO of the fintech fund Corviglia. Before he became Vice President of the Management Board of Bank Pekao S.A. and Vice President of the Management Board of PKN ORLEN, he gained his experience at PGNiG, among other companies. He is the co-creator and founder of Alior Bank, where he also served as Vice President of the Management Board. He later started his own consulting business in the financial services and M&A sector. He is involved in investments, mainly in companies in the FinTech market and the so-called digital economy.

Looking at the success of Cezary Smorszczewski’s investments to date, we believe that his involvement in 3Soft and Occubee is not only a financial value for us, but also an important message for the market giving credence to our company’s long-term strategy.

 dr inż. Kamil Folkert, Chief Strategy Officer 3Soft

Having been a participant in the investment market in Poland and abroad for many years, I have had an opportunity to watch the development of many projects, especially in the area of fintech. As it is already widely known, “data is new money”, and effective data management is currently the most valuable currency in the market, hence my presence and involvement in this market sector. 3Soft meets all the conditions to become a leading market player in the future, on a global scale as well.

Cezary Smorszczewski

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