Investor Presentation -...

Care.com 2016 | Proprietary Information

Investor PresentationNOVEMBER 2016


This supplemental information contains "forward-looking statements" within the meaningof the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995,including but not limited to, the Company’s financial guidance for the fourth quarter of2016 and full year 2016. These forward-looking statements are made as of the date theywere first issued and were based on current expectations, estimates, forecasts andprojections as well as the beliefs and assumptions of management. The Company's actualresults could differ materially from those stated or implied in forward-looking statements.The Company undertakes no intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events orotherwise. These forward-looking statements should not be relied upon as representingthe Company's views as of any date subsequent to November 1, 2016.

CAUTIONARY LANGUAGE CONCERNING FORWARD-LOOKING STATEMENTS


Sheila Lirio MarceloFOUNDER, CHAIRWOMAN & CEO

Care.com 2015 | Proprietary & ConfidentialCare.com 2016 | Proprietary Information Page 3


Travel Services

Home Services

Education

Financial Services

Automotive

Entertainment

CareCare for family members - the most important decision in people’s lives



Heal

th

Utili

ties

Food

Tran

spor

tatio

n

Col

lege

Tui

tion

Hous

ing

Child

care

$3K$4K

$6K

$8K$9K

$17K$18K

Care is a Top Budgetary Item for Families

Source: Child Care Aware of America 2013 Report "Parents and the High Cost of Child Care". Based on unweighted averages across regions.Childcare costs are based on 2012 costs for an infant and 4-year old in full-time care in a center.


Our Mission

IN-HOME CAREGIVERS CARING COMPANIES

Families


Company Overview

Profitable growth

Market

Leader

Model

Network Effects

Long Runway

Financials

Massive fragmented market

Disruptive online marketplace

Powerful economic model

Strong NPS and Word of Mouth

Multiple growth opportunities


Enormous, fragmented

market44 MM Target

U.S. HHs

4% US Matching Penetration

WE’RE EARLY

$280 B spend on care in U.S.

$8-10B total addressable spending US Matching & Payments

$8-10B Total Addressable market assumes a 3.0 - 3.5% take-rate on $280 B spend on care. Source: U.S. Census on HH data, IBIS 2014 on annual spending, Care.com Internal Data as of December 2015 of families paying to date


Disruptive Solution To A Huge Problem

Accessible &Affordable

Agencies Expensive, limited selection

Online ClassifiedsLack of trust and quality

NewspapersNo search or scale

Trust &Quality

Scale &Breadth

Referrals from friendsReluctance to share favorite caregivers; trust and quality anecdotal

CommunityRecommendations


Provide peace at home by offering access to

high-quality care

Help companies improve productivity by providing care

whenever their employees need it

Drive economic growth globally by increasing female participation

in the workplace

To improve the lives of families and caregivers by building a global care infrastructure that

helps companies and economies grow.

Our Vision


How We Think About Our Business

International: 19 Countries

B to C: Families and Caregivers

B to B: Care service companies, Employers


Largest Care Marketplace PlatformPOWERFUL NETWORK EFFECTS

Source: Care.com internal data as of September 2016


Breadth Of Coverage

Caregiver Density

89% Coverage of U.S. ZIP Codes

5000+ Caregivers w/in 10 miles of 95% of ZIP codes of top 20 metro areas

8.1M U.S. Caregivers

Source: Care.com internal data as of September 2016

1,000+ 500 – 1,000 250 – 500 100 – 250 1 - 100


Affordable For Mass Market

*Based on median income by ZIP code and Care.com internal data

**Care.com internal data from January – December 2015

63%Dual-income or

single parent HH

59%Seek part-time

care**

20%<$50K HH Income*

Avg. Agency Fees per Placement

Avg. Care.com Fees per Year

$3,000 - $4,000

$200


• Basic caregiver screening

• Third-party background check options

• Member reviews and references

• Social verification options

• Ongoing monitoringBackground Check Options✓ Social Security Verification✓ Criminal Records Check✓ Sex Offender Registry✓ Motor Vehicle Records Check

Investment In Trust & Quality


Mobile: Access and Convenience

5.8M Average unique mobile visitors per month in Q3’16

70% Of all unique visitors to Care.com on mobile platforms Q3’16

Source: Care.com internal data as of September 2016; US only *As of October 2016

3rd Top Grossing App in Lifestyle Category on iPhone App Store*


Nanny Premium,Mobile client experience

CONVENIENCE PAYMENTS FULL PAYROLL & TAX SERVICE

Supports Bookings, Date Night App, Pet Care App and other

transactional use cases

Full Suite of Payments Products


High Member Satisfaction

match rate

satisfied with their caregiver

85%78%

Source: Care.com survey results from January – December 2015. Methodology will evolve with business model and data capture capability.


3% 10%

87%

Detractors Passives Promoters

9%

28%

63%

Detractors Passives Promoters

High Net Promoter Score

NPS 54%

Likely to recommend service to a friend?

Based on 483K customer survey responses from members who found care through Care.com

Based on 2010-2015 customer satisfaction survey data

NPS 84%

CONSUMER MATCHING CONSUMER PAYMENTS

US customers only


77%

70% 67%

71%

62%

50%

9% 9% 12%

21%

13%

39%

Care.com is the Leading and Preferred Online Service for Care

Part-time Child Care

Full-timeChild Care

Senior Care HouseKeeping

Pet Care Tutoring

Source: Simon-Kucher analysis of Care.com offline seeker research survey 2015. (n= 1,555) Analysis of Q26 BYO “Who would you like to provide the ideal package that you created?” Assumes package & price are the same.


66 137 217

470

713

1280

1743

2112

2008 2009 2010 2011 2012 2013 2014 2015

0.2 0.5 0.9 1.7

3.6

5.3

7.6

10.3

2008 2009 2010 2011 2012 2013 2014 2015

CAGR: 75%

(000s)

GROWTH IN JOBS POSTED

GROWTH IN FAMILIES

(MM)

GROWTH IN JOB APPLICATIONS

GROWTH IN CAREGIVERS

(MM)

Leader in “Winner Take All” Business

CAGR: 64% CAGR: 64%MORE FAMILIES ATTRACT

MORE CAREGIVERS

MORE CAREGIVERSATTRACT MORE FAMILIES

1.12.9

5.0

10.7

14.5

23.3

30.2

34.8

2008 2009 2010 2011 2012 2013 2014 2015

0.3 0.7

1.1 1.9

3.1

4.5

6.2

8.1

2008 2009 2010 2011 2012 2013 2014 2015

CAGR: 62%

(MM)


Our 2016 Top Product Priorities

1. Pre-Match: Care.com Community

2. Match: Merchandising & Mobile Transactional

3. Post-Match: Care.com Benefits and Other Services

4. Care@Work: Enterprise Mobile & Ramping Sales


PRE-MATCHCare.com Community Platform

CARE SMARTS BIG TENT KINSIGHTS

Community-driven question & answer

platform

Parenting group management platform

Community powered by data insights

CARE.COMMUNITY - Unified Community PlatformTraffic from Care Smarts & Big Tent, Powered by Kinsights Technology

• Significant traffic growth

• Low-intent users

• Minimal traffic growth• Solid conversion rates• Strong engagement

• Solid engagement• Leverage data science

and personalization for monetization


MATCH: Merchandising and Mobile

CHILDCAREBabysitter & NannyPre-schoolsDaycareLessons / ActivitiesCampsTutors

SENIOR CARECompanionsHome CareAssisted LivingTransportation

PETCAREDog WalkersBoardingGroomingTraining

HOMEHousekeepersErrandsChefs

SUBSCRIPTION MODEL

Offer breadth and depth in all verticals

Targeted products with varied pricing models

Provide free value to drive organic growth

Care.com Community

Current pay for success matching product for high involvement products and services

MOBILE TRANSACTION

New business models for recurring needs

• Date Night with complete end to end planning and booking

• After-school care including transportation and part-time care

• Full-time Nanny premium with bundled product with HomePay


POST-MATCH: Care.com Benefits and more

ü Long term relationship building withcaregiver with Care.com Benefits

ü Sticky features for transactionalproducts

ü Future expansion of benefits to protectworkforce


26

HIGH-TECH SOLUTIONS. HIGH-TOUCH SERVICE.

Net Promoter Score 2015

Revenue Retention 2015

76%100%+ 61%Revenue Growth

Q3’16 (Y/Y)Backup Care Fulfillment Rate

2015

90%+

Care@Work: Corporate Benefit Program

Sample Clients:

“Care.com is a one-stop shop for families. LinkedIn employees use the service

successfully to address a range of needs”Pat Wadors, VP of Talent

“Care.com’s broad range of services help ensure that eBay employees have access

to quality care”John Donahoe, CEO


Key Financial Highlights

Strong revenue growth

Leveraging operating expenses and S&M spend

Compelling unit economics

Profitable expectation of sustained profitability


$9$10

$14$16

$18$19

$22$23

$25$26

$30$30$32

$33

$36$38

$39$38

$41

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3

Strong Revenue Growth

$13

$26

$48

$81

$111

$139

2010 2011 2012 2013 2014 2015

2012

Total Company Revenue ($MM)

2013 2014 2015 2016


83%

17%

Consumer Matching Other

97%

3%

Revenue Mix

2011 | $26M 2015 | $139M

82%12%

US Consumer (Matching + Payments) Other (Care@Work, International, B2B)


Powerful Consumer Business ModelUS Consumer (Matching + Payments) – H1’16

$455Lifetime Value

(Gross Profit Basis)$39per month

13.7 months

84% Average Revenue per

User per Month (ARPU)Length of Paid Time

(LOPT)Gross Margin

3.4xROI (given $135 CAC)


Leveraging Sales & Marketing

SALES AND MARKETING ($M)% of Revenue

$25 $30 $39 $35 $39 $35 $38

H1'13 H2'13 H1'14 H2'14 H1'15 H2'15 H1'16

68% 68% 75% 59% 59%

48% 49%

Percent of Revenue Marketing Spend

CUSTOMER ACQUISITION COST (CAC)*

Excludes impact of Citrus Lane *Excludes Re-Users

Y-Y % Growth

$111 $131 $163 $146 $135 $116 $135

H1'13 H2'13 H1'14 H2'14 H1'15 H2'15 H1'16

34%

46%

47%

12%(17%)

(21%)

0%


Operating Expense Leverage

21% 23% 21% 19%

28% 23% 25% 22%

16% 14% 15%

14%

2012 2013 2014 2015

COR G&A R&D($M) |

% REVENUE

65% 61% 61%

55%


Highlights

Dominant leader in large and fragmented care services market

Proven business model with compelling unit economics. Profitable growth.

NYSE: CRCM

CLEAR LEADER

STRONG MODEL

TRUSTED BRANDSignificant brand leadership and trusted platform for growth

LONG RUNWAY Still low penetration of addressable market; both vertical and horizontal growth opportunity

MOTIVATED TEAM Experienced, passionate management

FAVORABLE TRENDS Strong demographic tailwinds

Thank you

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