A Cloud OS company provides concise summaries of key points from the document: 1. The document discusses starting a technology company outside of Silicon Valley and building intellectual property in India, as places like Tel Aviv, Stockholm, London, and Bangalore are also centers of innovation. 2. Indians are major contributors to the global software industry, with over 45% of employees in the field being of Indian origin. However, the document questions who Indian companies build technology for. 3. Digital convergence is causing businesses and consumer apps to merge, with social networks and communication tools becoming more integrated and interconnected. Cloud computing is also driving changes like bring your own device policies in companies.

1. A Cloud OS company
Dipanjan Purkayastha
+91-8013010201
+1-917-387-3144
email/hangout: dipanjan@a2zapps.com
Skype: dipanjan_ Twitter: dipanjanonline
IIM-C:
ICT Startups

2. We will discuss:
Building IP in India: Starting up outside the Valley
Is this our time //
Desi cred //
Salary vs Stock //
Fix what’s broken //
Digital convergence: Where it started and what it means today
The everythingist //
Is the future Cloudy?//
Jack (or Jeff or Mark or Sachin or ...) the Giant Killer //

3. Building IP outside the Valley

4. Is this India’s time?
Silicon Valley is not the only game in town,
anymore. The action has moved to:
// Tel Aviv // Stockholm // London // Moscow
// Sao Paolo // Singapore // Bangalore

5. 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

6. But who do we build it for?

7. What can we improve?
- Risk-averse capital
- Jaded talent
- Copycat model

8. Digital convergence:
state, causes and
implications

9. 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…

10. 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

11. The business of Cloud
Most 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 all
global 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-Deals
http://www.networkworld.com/news/2013/021313-cloud-saas-266684.html
www.deloitte.com/assets/Dcom.../us_ma_TopTenIssues_022014.pdf
PWC top M&A trends report - 2013

12. Jack (replace your name here) the Giant
killer: now’s the best time to
startup
• Technology is more ubiquitous, and more affordable than ever
• Globalization helps level the playing field between small and big
• Enterprises are having a hard time coping with change, are
seeking targeted help from smaller, smarter firms
• Competition has given way to co-optition
• 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 find
• Small means you are below the death-by-regulation layer

13. A2Zapps ecosystem
100%
API-
based
ecosyste
m