a self-serve platform for business apps

praveen@appsheet.com

mobile apps from spreadsheets

paper + PC + Web mobile + cloud

cloud file system adoption

BYOD among business

workforce

all business apps will be mobile-first

but mobile app development costs a lot!

initial costs• $20K - $50K

dev time• 3-6 months

ongoing costs• upgrades &

fixes• new devices

deployment delays• appstore

approvals

timecost

fixed $$ cost

recurring cost

agilitycost

AppSheet: mobile apps from spreadsheets

build and deploy a new app in 1 minuteD

EMO

spreadsheet

app

value proposition: “democratize” app creation

initial costs• $20K - $50K

dev time• 3-6 months

ongoing costs• Upgrades &

fixes• New devices

deployment delays• Appstore

approvals

$0 5 mins

0SaaS

drastically lower the bar (skill, time, cost) for business app development

target market

“packaged” apps

by ISV

by ISV

IT apps

by IT

by mobile dev shops

$$$

departmental & small biz

apps

DIY (Excel), PC dev shops

???now

PC/web era

mobile +

cloud

past

landscape: mobile app development platforms

lowcost

Native SDKs

Xamarin

SalesForce1KonyMicrostrategyTaptera

Appcelerator

iBuildApp

AppSheet

Conduit

SenchaTelerik

PhoneGapParse

low-skill

high-skill

highcost

Buddy

Developer Platforms

Customizable Apps “Democratizers”

landscape: app development “democratizers”

app

external

WIXWordpress

iBuildAppConduitdrag-drop builders

AppSheet

internal

web

SharePoint

Static content, presentation-first Connected to data, function-first

revenue model

self-service model with freemium Saas pricing

notes:• price for broadest adoption• order of magnitude lower than competition• charge for enterprise functionality

go to market

minimal direct sales

• drive self-serve adoption of freemium product

“organic” marketing/PR

• spreadsheet providers (Google/O365/Smartsheet)

• cloud-file systems (DB/Box/Gdrive/OneDrive)

partner channels

Brian Sabino (CTO)GPM SQL Mobile at Microsoft

Engineer at HuluFounder of LumenSpark

Founder of Alau.me

Praveen Seshadri (CEO)CS Professor at Cornell

Partner Dev Mgr at MicrosoftSQLServer

Bing Search Advertising

the team

Dr.Susan AtheyProfessor at Stanford Business

School, Microsoft Chief Economist

Paul FlessnerEx-Senior VP of Server & Tools,

Microsoft

Phil Garrett (Engineer)Developer – OLTP systems (Tandem)

Developer, program manager – database, mobile, video (Microsoft)

Advisors

Investors

Seattle AreaBen Slivka/Lisa Wissner Raghu Ramakrishnan

Amit Mital

Bay AreaVenky Harinarayanan

Anand RajaramanShiv Venkataraman

status

product

• core technology live(www.appsheet.com)

• iOS and Android apps in appstores

• integration with Dropbox• Excel, GoogleSheet, CSV• add-on for Google Sheets• (beta) - Box, Smartsheet

enterprise beta

• Creative Artists Agency• Cisco Systems• McKinstry Construction

partnerships

• Google• fast-track Sheets add-on• launch at Google event

• Smartsheet • customer collaboration

• Microsoft• early discussions

raise

Prior Fundingo $200,000 F&F, self-funded, TechStars Seattle

Current Roundo Raising $600K via a convertible note (20% discount, $6M cap)o $400K + committed alreadyo Expected burn: ~$65k / montho Use of Funds: Engineering team (5), Marketing & PR, channel development

Future Roundso Expect to proceed through multiple future funding roundso Potential acquirers include

o Cloud file system providerso Providers of office productivity suiteso Enterprise software platform providers o Developer platform providers

appendix

what is the key insight/differentiator?

content display

note taking

form-based input

workflows

business data

business apps are driven by business data

AppSheet uses the business datato automate mobile apps

which part of the problem are we solving?

mobile business apps

external internal

content displaystatic

content

dynamic

content

data capturenote-takingfree-for

mschematized

forms-

based

single-user

shared database

workflow

single-user

organization

al

software tools for business productivity

Business productivity apps

Order capture

Inventory tracking

Delivery tracking

Product catalogs

Record taking

Time cards