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Justyol · Confidential · 2026

Commerce &
Logistics
Infrastructure

Connecting global supply from Turkey & China to North African demand — through sourcing, fulfillment, and last-mile execution under one system.

$5.9M+
Total GMV
Since early 2023
400K+
Customers Served
Cumulative since launch
500K+
App Downloads
iOS & Android
~15K
Monthly Orders
Current run rate
The Problem

Why E-Commerce
Fails in Morocco

The gap isn't demand — it's the infrastructure to serve it reliably.

Fragmented Supply
Inflated prices from multiple intermediary layers with no quality control or consistency.
Unreliable Fulfillment
Long cross-border delivery windows with no tracking visibility or accountability.
COD Complexity
High cash-on-delivery rates create return cycles and operational cash drain that breaks most models.
Trust Deficit
Inconsistent quality and weak post-purchase experience erode repeat purchase and buyer confidence.
Key Insight

Cross-border e-commerce fails without supply control and strong local execution.

Our Approach

An Operations-Led
Commerce Model

Not a classic marketplace. An infrastructure-driven platform that controls cost, speed, and quality end to end.

01
Integrated Inventory Model
Selective inventory ownership with direct sourcing — better margins, quality control, and supply reliability built in.
02
Direct Sourcing
Partnerships in Turkey & China eliminate intermediaries and improve cost structure by 20–35%.
03
Integrated Logistics
End-to-end COD management, returns handling, and last-mile execution built as a core capability — not outsourced.
04
Technology Layer
ERP + WMS + marketplace stack controlling cost, speed, and quality at every operational touchpoint.
The Advantage

50% Lower Cost
to Consumer

By cutting four intermediaries out of the supply chain, Justyol delivers the same product at half the price.

Traditional Supply Chain
4 Middlemen · $14 final price
$4
Manufacturer
$5
Importer
+25%
$6.50
Distributor
+30%
$8
Wholesaler
+23%
$14
Retailer
+75%
$14
Consumer
vs
Justyol Direct Model
50% Saving
$4
Manufacturer
$7
Justyol — Source, Ship & Fulfill
4 Steps Eliminated
$7
Consumer
50%
Cost Reduction
4
Intermediaries Removed
20–35%
COGS Advantage
Traction

Real Validation,
Real Numbers

Focus to date has been execution quality and contribution margins — not aggressive top-line scaling.

  • Active operations across all key Moroccan cities
  • Growing repeat purchase rate driven by quality & speed
  • Improving contribution margins at every layer
  • Gross margin range: 20–40% depending on category
GMV Growth Trajectory
$600K
2023
$1.3M
2024
$4M
2025
$10M
2026 Target
$20M
2027 Target
Actual
Projected
3x YoY growth — from $1.3M to $4M in 2025, targeting $10M in 2026 as we scale inventory and logistics.
Revenue

$3.3M Cumulative
Revenue

Recognized revenue from owned inventory and marketplace commissions — not just GMV.

$480K
$600K GMV
2023
+71%
$820K
$1.3M GMV
2024
+144%
$2M
$4M GMV
2025
$3.3M
Cumulative Revenue
144%
YoY Growth (2025)
~56%
Revenue / GMV Ratio
$5.9M
Total GMV to Date
Signal

Revenue accelerating faster than GMV — driven by shift toward owned inventory with higher capture rates.

Market Focus

Why Morocco First

Not the easiest market — but the right one to build a repeatable North Africa playbook.

Fast-Growing Demand
E-commerce penetration is still early-stage with strong year-on-year growth in online shopping behavior across Morocco.
COD Creates Defensibility
High COD adoption is complex to manage — teams that execute well build durable competitive moats others can't copy cheaply.
Unmet Supply Demand
Strong consumer demand for Turkish & Chinese products with almost no reliable cross-border channel currently in place.
Repeatable Playbook
Morocco's profile — COD-heavy, trust-sensitive, price-elastic — mirrors target expansion markets across North Africa and East Africa.
Market Opportunity

A $50B+ Addressable
Market

MENA e-commerce is one of the fastest-growing digital economies — Justyol is positioned at the infrastructure layer.

TAM
$50B+
MENA E-Commerce
Total Addressable Market
SAM
$2.8B
Moroccan E-Commerce
Projected by 2030
SOM
$200M+
Multi-Market Opportunity
Morocco + Kenya + N. Africa by 2030
Thesis

Early-mover in infrastructure-led cross-border commerce captures disproportionate share as MENA e-commerce triples by 2030.

Supply & Partnerships

Strategic Sourcing
Ecosystem

Better prices, reliable supply, and faster delivery — a structural cost advantage competitors can't easily replicate.

Alibaba Group
Direct Sourcing Partner
Access to 200M+ SKUs with verified supplier network and priority logistics integration.
Market Union (MU Group)
Strategic Partner
Exclusive cross-border volume agreements and preferential pricing structures.
Trendyol
Turkey Integration
Real-time stock synchronization via direct API — Turkish supply flowing live into the marketplace.
AliExpress
Certified Partner
Priority access and reduced logistics cost structures through certified partnership status.
Business Model

Multiple Revenue Streams

Balanced between margin optimization and asset-light scalability.

01
Direct Stock Sales
25–40%
Gross Margin
Owned inventory with category-specific margins. Full control over pricing, quality, and delivery.
02
Drop-Ship / Commission
8–18%
Take Rate
Variable commission based on category and logistics profile. Asset-light and highly scalable.
03
Value-Added Services
Growing
Revenue Stream
Fulfillment, COD management, and logistics services for third-party vendors and brands.
Unit Economics

Improving at Every Layer

Per-Order Economics (Avg)
Average Order Value ~300 MAD
Gross Margin (blended) 20–35%
COD Collection Rate >80%
Return Rate (managed) <20%
Customer Acquisition Cost ~$2
Customer Lifetime Value ~$30
LTV : CAC Ratio 15:1
What's Driving Improvement
Sourcing cost reduction
Direct supplier contracts reducing COGS by 20–35% vs intermediaries
Repeat purchase LTV
Growing LTV reduces effective CAC over customer lifetime
Logistics per-unit cost
Volume scale improving delivery economics with last-mile partners
COD collection efficiency
Process improvements reducing failed deliveries and return costs
Competitive Landscape

Where Justyol Sits

Between global platforms and local sellers — combining price, delivery speed, COD reliability, and trust.

Competitor
Strength
Gap
Justyol
Local Marketplaces
Jumia, Marjane Mall
Strength
✓ Local trust & fast domestic delivery
Gap
✗ Limited cross-border depth, slow imports
Closes Gap
Global Cross-Border
Shein, Temu, AliExpress
Strength
✓ Price competitiveness, wide catalog
Gap
✗ 15–45 day delivery, no COD, weak returns
Closes Gap
Social Sellers
Facebook, Instagram shops
Strength
✓ Low friction, social discovery
Gap
✗ No trust, no scale, no consistency
Closes Gap
Positioning

Infrastructure-led commerce — supply control + local execution + trust. All three, together.

Expansion

Phased &
Playbook-Driven

We expand by replicating an operating playbook — not reinventing the model in each new market.

● Live
Phase 1
Morocco
Core market. Proven playbook. Active operations across major cities with improving unit economics.
◉ Prep Complete
Phase 2
Kenya
First expansion market selected. Preparation phase completed. Ready to execute and replicate the Morocco model.
○ Exploring
Phase 3
N. Africa
Libya, Algeria, Tunisia — markets matching the Morocco profile with similar COD behavior and supply gaps.
Market Selection Criteria
COD-Heavy Environment Limited Cross-Border Infrastructure Strong Turkish & Chinese Demand Similar Consumer Behavior
Milestones & Roadmap

Built Step by Step,
Scaling With Purpose

From founding to multi-country operations — every milestone earned through execution, not hype.

2023
  • Company founded
  • App development started
  • First supplier partnerships
  • App launched — first 10K users
  • Initial revenue generated
2024
  • 150K+ registered customers
  • 500K+ app downloads
  • $1.3M GMV achieved
  • Operations in 5+ cities
  • Cross-border logistics proven
2025
  • $4M GMV target
  • Kenya market entry prep
  • Category expansion
  • Warehouse infrastructure scale
2026–27
  • $10M–$20M GMV
  • Multi-country operations
  • North Africa expansion
  • Private label launch
2028+
  • Pan-African coverage
  • Category diversification
  • Path to profitability
  • IPO readiness
Current Stage Pre-Series A Total Raised $1.7M Next Raise $1.5M

We're Open to
the Right
Conversations.

Justyol is selectively engaging partners who understand operations-led commerce in complex African and MENA markets.

Strategic Investment
Equity partners aligned with North Africa infrastructure buildout and long-term market development.
Regional Partners
Distribution, logistics, or market-entry partners in Kenya and other target expansion markets.
Category Expansion
Brand or supplier relationships to accelerate entry into new product verticals.
Raising $1.5M — Use of Funds
Inventory & Cross-Border Stock 30%
Marketing & Customer Acquisition 25%
Warehousing & Logistics 20%
Technology & Platform 15%
Hiring & Team Expansion 10%
Funding to Date
$350KPre-Seed · 2023
$1MSeed · Mid 2025
$350KBridge · Jan 2026
justyol.com
contact@justyol.com