EMERGENCE CAPITAL

ENTERPRISE

MOBILE

FORUM

Kevin Spain,

General Partner, Emergence Capital

November 2014

Emergence Capital

$240 billionspent on enterprise applications worldwide

each year

600 million desk

workers

Desk

workers3.1 billion

people

work

worldwide

$250

billion

3.1 billion

people

work

worldwide

80% are

underserved by

technology on

the job

MobileDemocratizing access to technology

Who are

these non-

desk

workers?

Construction

Manufacturing

Healthcare

30%Developed

+ All Europe

10%Latin

America

10%Middle East

+ Africa

50% Asia Pacific

How big could

this be?

2.5 billion

non-desk workersX

$40+

per worker per year

$100+ billion

annual revenue from non-desk workers

Enterprise Mobile

Revenue today:

<$100 million

Cloud revenue in 2004:

<$100 million

What will it take to build

a leading mobile

enterprise company?

Mobile go-to-

market expertise

Mobile platform

leverage

Global

orientation

1

2 3

• Capitalize on the unique

capabilities of mobile

devices

• Use interface limitations to

your advantage

• Consider how leading mobile

platform providers might

help you scale

Mobile platform

leverage1

• Learn how to successfully

manage app store

optimization

• Build a customer acquisition

engine that fits your

offering

• In vertical markets, heavily

leverage word-of-mouth

Mobile go-to-

market expertise2

• Think like a global company

from the start

• Develop product so that it

can be localized easily

• Consider a range of

international go-to-market

strategies before committing

to one

Global

orientation3

EMERGENCE CAPITAL

ENTERPRISE

MOBILE

FORUM

2014