Replyly · 英文 AI 客服 SaaS 种子轮路演

这是生成该案例时输入的全部内容，没有任何人工修改。

Replyly — AI customer support agent for Shopify brands (Seed round)

Problem: DTC brands spend 8–12% of revenue on support. 70% of tickets are repetitive (where is my order, returns, sizing), yet response times average 12 hours during peak season.

Solution: An AI agent that resolves tickets end-to-end inside Shopify, Gmail and WhatsApp — it can look up orders, issue refunds within policy, and hand off to humans with full context.

Traction: launched 7 months ago; 140 paying brands; $46K MRR growing 22% month over month; 61% of tickets fully resolved by AI; CSAT 4.7/5.

Market: 2.3M merchants on Shopify; serviceable market of 180K brands doing $1M+ GMV; $5.4B annual spend on support software and outsourcing.

Business model: usage-based — $0.60 per resolved conversation, average $330/month per brand; gross margin 78%.

Competition: legacy helpdesks bolt on AI suggestions but still need agents; chatbots answer FAQs but can't take actions. Our edge: actions with policy guardrails + Shopify-native setup in 10 minutes.

Team: CEO ex-head of support at a $500M DTC brand; CTO ex-staff engineer at a top commerce platform; 6 engineers.

The ask: raising $4M seed to expand to Amazon and TikTok Shop sellers, grow GTM team, and reach $3M ARR in 18 months.