A Cloud OS company

Dipanjan Purkayastha

+91-8013010201+1-917-387-3144

email/hangout: dipanjan@a2zapps.comSkype: dipanjan_ Twitter: dipanjanonline

IIM-C:

ICT Startups

We will discuss:

Building IP in India: Starting up outside the ValleyIs this our time //Desi cred //Salary vs Stock //Fix what’s broken //

Digital convergence: Where it started and what it means todayThe everythingist //Is the future Cloudy?//Jack (or Jeff or Mark or Sachin or ...) the Giant Killer //

Building IP outside the Valley

Is this India’s t ime?

Silicon Valley is not the only game in town, anymore. The action has moved to:// Tel Aviv // Stockholm // London // Moscow // Sao Paolo // Singapore // Bangalore

Desi cred: we build the best

• 45% of global software product employees are of Indian origin

• According to Inc magazine, Indians are Silicon Valley’s most successful immigrants

• 3402 software product companies in India in 2014; number predicted to reach 5000 in 2015

- Zinnov Indian Startup report- http://www.inc.com/vivek-wadhwa/how-the-indians-succeeded-in-silicon-valley.html

But who do we build it for?

What can we improve?

- Risk-averse capital- Jaded talent- Copycat model

Digital convergence: state, causes and implications

The Everythingist

Interact, but also watch movies, navigate…

Health, but also get notifications, fashion…

Work, but also play, listen to music…

Play, but also work, read books…

What does it mean?

Businesses today

• COPE, CYOD, BYOD

• Cloud is the new hardware

• Enterprise developers moving to PaaS

• Identity is the new security

Consumers today

• Social networking is passe …

• … as users seek more functionality in their social experience

• Portals are back, leading to complex ecosystems …

• … everyone gets everything in one interconnected place

Evolving towards…

Bring Your Own Automation …

… Business and Consumer apps merge

Social network as dominant communication tool …

… like email, everyone will be part of at least one, and…

… they will all communicate seamlessly with each other

The business of CloudMost active M&A space

Cloud computing experiencing highest M&A activity across all tech sectors

Activity not limited to a specific scale; M&A happening across all ticket sizes, from <$100mn right upto >$1bn

SaaS/PaaS leads activity

SaaS/PaaS and various offshoots of subscription models are at the core of all activities. In fact, SaaS/PaaS drove 15% of allglobal M&A last year (this is where A2Zapps plays)

Cloud Computing products get the best revenue multiples

Leading companies can get revenue multiples of over 50x; the median revenue multiple here is 7x.

In comparison, traditional software companies that typically get 1.5x to 3x, depending on the sector

A2Zapps competitor Salesforce has a market cap of $40bn, against a revenue of $4bn

Whatsapp had a revenue of $20mn when Facebook bought it for $20bn

Yammer had a revenue of $15mn when Microsoft bought it for $1.6bn

Intuit, Open Solutions, Tumblr acquired last year or $1bn each ; Softlayer acquired for $2bn

BYOD (Bring Your Own Device) devices are projected to more than double

Devices under BYOD/CYOD schemes projected to scale from 198 million in 2013 to 405 million by 2016

BYOD is seen as a key contributor to accelerating Cloud adoption

References:http://www.corumgroup.com/12-10-Cloud-Computing-Dealshttp://www.networkworld.com/news/2013/021313-cloud-saas-266684.htmlwww.deloitte.com/assets/Dcom.../us_ma_TopTenIssues_022014.pdfPWC top M&A trends report - 2013

Jack (replace your name here) the Giant killer: now’s the best t ime to startup • Technology is more ubiquitous, and more affordable than ever

• Globalization helps level the playing f ield between small and big

• Enterprises are having a hard t ime coping with change, are

seeking targeted help from smaller, smarter f irms

• Competit ion has given way to co-optit ion

• Job security is a thing of the past

• As a result, there is lot of available talent who will work for pay in

kind

• Capital is easier to f ind

• Small means you are below the death-by-regulation layer

A2Zapps ecosystem

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