Shopping Experiences
Where shoppers find and buy — AI shopping assistants and agentic checkout, social and live commerce, virtual try-on and connected stores, and the commerce platforms, payments and loyalty that tie them together.
What this pillar covers
Where shoppers discover and buy: in stores, online and through AI assistants. AI shopping assistants and conversational search on retailer sites; connectors that put a retailer's own assortment in front of outside AI agents; agentic checkout, payments and digital wallets; social, video and livestream commerce; virtual try-on and connected in-store experiences; and the unified commerce platforms, storefronts and loyalty programs that keep identity, cart and inventory consistent across all of them. A startup proves conversion with one retailer on one channel, then extends across that retailer's stores, website and AI assistants.
Where we look
The kinds of companies and infrastructure CEP focuses on here include:
- AI shopping assistants and conversational search on retailer sites
- Connectors that let retailers sell through outside AI agents with their own data
- Agentic checkout, payments and digital wallets
- Social, video and livestream commerce
- Virtual try-on and connected in-store experiences
- Unified commerce platforms and composable storefronts, with loyalty built in
Shoppers now discover products through AI assistants, social feeds and in store, and often complete the purchase on the retailer's own site. Retailers deploy tools that meet shoppers on each of those surfaces with their own assortment, data and checkout; a startup proves conversion on one surface, then extends to a second and a third.
Our other investment areas.
Merchandising and Store Operations
The operating layer of the store — where merchant judgment meets shelf execution: inventory and merchandising intelligence, autonomous checkout, smart shelves, in-store robotics and staff allocation.
Read moreSupply Chain and Fulfillment
Moving goods from supplier to shopper — warehouse robotics, last-mile delivery, AI planning and replenishment, store-based micro-fulfillment, cold chain, and returns and circular logistics.
Read moreRetail Media and Marketing
The monetization layer on retailer first-party data — AI-bought and agent-traded advertising, in-store and omni-store media, creator campaigns, and closed-loop measurement.
Read moreCulinary and Foodservice
Technology for restaurant and foodservice operators — ordering and point of sale, kitchen automation and robotics, back-of-house software, guest-facing AI, and menu and nutrition tools.
Read moreRetail Health Tech
The technology layer of retail health — pharmacy automation, script fulfillment, diagnostics, and the data infrastructure behind consumer health at retail.
Read more