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Industry Cloud Rising - 2014 Industry Cloud Forum Keynote

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Gordon Ritter, co-founder and General Partner at Emergence Capital, talks about the trend of building industry vertical SaaS companies in the inaugural Emergence Capital Industry Cloud Forum in 2014.

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Industry Cloud Rising - 2014 Industry Cloud Forum Keynote

  1. 1. CLOUD REVOLUTION I N D U S T R Y C L O U D R I S I N G E m e r g e n c e C a p i t a l P a r t n e r s
  2. 2. I N D U S T R Y C L O U D F O R U M 2 0 1 4 INDUSTRY CLOUD RISING G O R D O N R I T T E R E M E R G E N C E C A P I T A L P A R T N E R S @ G O R D O N R I T T E R @ E M E R G E N C E C A P # I N D U S T RY C L O U D
  3. 3. Enterprise software moves… …to the cloud Emergence Capital Thesis in 2003
  4. 4. ~40 Investments Series A & B $40B Market Cap
  5. 5. Leading early stage Business Cloud VC 2014
  6. 6. T H E F I R S T 1 0 Y E A R S . HORIZONTAL MARKETS
  7. 7. CRM
  8. 8. ACCOUNTING
  9. 9. HR
  10. 10. TODAYNew opportunities emerging
  11. 11. Vertical Solutions IndustryCloud Next10Years
  12. 12. Life Sciences
  13. 13. Insurance
  14. 14. Energy
  15. 15. THIS HAPPENED BEFORE
  16. 16. Mainframes 1970s
  17. 17. Client Server 1990s
  18. 18. Cloud Software TODAY
  19. 19. WHAT IS DIFFERENT THIS TIME?
  20. 20. In the past, vertical software has been a kludgy extention of the horizontal code. Customization was usually done by systems integrators like Accenture whose business models were based on one-off projects for their largest customers. Every year, a new set of consultants would build custom code extensions.
  21. 21. We all know what happens when you use spaghetti code with bad fittings, everything leaks. Customizations were expensive to maintain and prevented the true value of vertical software to accrue to customers. One set of custom code couldn’t talk to another custom project. The promise of aligning the software and data insights in a particular industry was never realized. ,
  22. 22. The Industry Cloud is different. It is powerful and coordinated.
  23. 23. INTEGRATED TRUESOFTWARE INSIGHTS Industry Cloud allows for True, Multi-Tenant Software…across multiple platforms…with little customization required.
  24. 24. 5 HALLMARKSO F A N I N D U S T R Y C L O U D C O M P A N Y
  25. 25. TALENT TRIFECTA BUSINESS LEADERSHIP TECHNICAL EXPERTISE DOMAIN EXPERTISE
  26. 26. DEEP DATA
  27. 27. REFERRAL REVENUES REFERRAL REVENUES
  28. 28. LAYER CAKE PRODUCT STRATEGY
  29. 29. MASSIVE MARKET SHARE
  30. 30. Horizontal Cloud majors in sales people and minors in product lines.
  31. 31. Industry Cloud majors in product lines and minors in sales people.
  32. 32. OTHER E M E R G E N C E C A P I T A L INDUSTRY CLOUD INVESTMENTS TO DATE HEALTHCARE / LIFE SCIENCE EDUCATION
  33. 33. INDUSTRY CLOUD LANDSCAPE ENERGYHEALTHCARE EDUCATION REAL ESTATE LEGAL GOVERNMENT FOOD & BEV PUBLIC PUBLIC FINTECH PUBLIC MANUFACTURING NON-PROFIT PUBLIC OTHERS PUBLIC TRANSPORTATION PUBLIC RETAIL PUBLIC PUBLIC PUBLIC V2.0 / Q2 2014
  34. 34. HOW WILL YOU LEAD THE REVOLUTION? = I N D U S T R Y C L O U D R I S I N G

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