Сергей Белоусов. Runa Capital. Форсайт ИТ рынка.

1. |1
Future of IT
Serguei Beloussov,
Senior Partner
www.runacap.com © 2010-2012, Runa Capital
www.runacap.com Runa Capital Confidential

2. WINDOWS SHARE OF INTERNET-CONNECTED DEVICES DIVES |2
100%
80%
60%
46%
40%
20%
0%
2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
TRADITIONAL USER INTERFACE IS DYING –
WILL WINDOWS FOLLOW?
www.runacap.com Runa Capital Confidential

3. SEARCH IS LOSING GROUND |3
100%
80%
60%
50%
40%
20%
Traditional Search
0% New Players
2007 2008 2009 2010 2011
NO GOOGLE KILLER YET, BUT PLENTY OF SERVICES
PROVIDING BETTER ANSWERS IN THEIR SPECIFIC FIELD
www.runacap.com Runa Capital Confidential

4. IOS6 MAPOCALYPSIS |4
APPLE MAPS MIGHT HAVE BUGS NOW, BUT IT IS A SOLID
FOUNDATION FOR 3RD-PARTY INFORMATION PROVIDER
ECOSYSTEM, FURTHER DIMINISHING GOOGLE VALUE
www.runacap.com Runa Capital Confidential

5. THE SOCIAL NETWORK. 60% MOBILE MONTHLY ACTIVE USERS |5
1,200
1,000
800
600
550M, 60%
400
Mobile MAU
200
Total MAU
50% of Total
0
Q2'10 Q3'10 Q4'10 Q1'11 Q2'11 Q3'11 Q4'11 Q1'12 Q2'12
ZUCKERBERG WANTS TO BUILD A FIRST TRILLION DOLLAR
COMPANY – FACEBOOK. HE JUST FOUND THAT MOBILE IS THE KEY
www.runacap.com Runa Capital Confidential

6. SMARTPHONES AND TABLETS ADVANCE |6
Internet-connected devices (2011) Tablet Sales Forecast by OS
Laptops
30%
Smartphones
46%
Desktops
18% Tablets
6%
OS 2011 2015 On hands by 2015 OS 2011 2015 On hands by 2015
SMARTPHONES
Android 179 539 656 iOS 46,7 148.7 367
TABLETS
MSFT 26 215 192 Android 11 116.4 255
IOS 90 190 266 MSFT 2 34.4 68
RIM 62 122 186 QNX 3 26.1 57
Total 357 1,066 1,300 Total 62.7 325.6 747
IPHONE 5 – TWICE AS FAST AS POWERBOOK G4, WOULD BE ON THE
SUPERCOMPUTERS TOP 500 UNTIL 1994 - AND NO LIQUID COOLING
www.runacap.com Runa Capital Confidential

7. NATIVE MOBILE APPS DISPLACE BROWSER-BASED UI |7
25 Apple Internet
400M iOS Devices
20
25B Downloads
from AppStore
15
10
5
0
Jun-08 Dec-08 Jul-09 Jan-10 Aug-10 Feb-11 Sep-11 Apr-12 Oct-12
APP STORES ARE THE FUTURE? FACEBOOK APP STORY
SUGGESTS THAT HTML5 HAS A LOT TO CATCH UP
www.runacap.com Runa Capital Confidential

8. APPS TRENDS |8
• Mobile email has become simple enough to use - now grows
fast, most popular and very sticky service. 2.4B users by 2016
• Locations Services perceived by users as very valuable, already
used by 30% of US users, expected 1.5B users worldwide by 2014
• Mobile devices provide essential context (location, behavior) to
drive business based on personal relationships with customers
• High-end mobile devices become ideal devices for personal
media consumptions and future’s main entertainment channel
• Context, immediacy and simplicity – three drivers of best user
experience. Voice and natural motion is the best way to interact
• Spare One
www.runacap.com Runa Capital Confidential

9. CONTEXT-AWARE: TARGETED PUSH NOTIFICATION |9
• Capptain helps you to reach your audience
with customizable push notifications
• The right message, at the right time to the
right person. No SPAM!
www.runacap.com Runa Capital Confidential

10. - SUPREME PLATFORM FOR MOBILE SERVICES |10
10,000 beta-testers
25,000 VPS users
In 4 months
• Great platform for developers: start in • Great for partners: designed for cloud,
minutes, full compatibility, development tools pre-integrated with Parallels
integration, available globally, Java and PHP products, Containers-based, APS-
today, Ruby soon packaged, recognizable brand, attracts new
customers
www.runacap.com Runa Capital Confidential

11. WHAT’S NEXT?
www.runacap.com Runa Capital Confidential

12. CLOUD COMPUTING – WIDESPREAD REALITY
computing resources
owned and operated
http://en.wikipedia.org
IaaS, PaaS Presence, Communication SaaS and Other Services
• Infrastructure as a Service - IaaS • Web Presence • Software as a Service - SaaS
• Platform as a Service - PaaS • Communication & Collaboration • Other Cloud Services
Jelastic - PaaS Cloud Platform for Java and PHP$
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13. BEFORE CLOUD… AND AFTER |13
•
•
•
•
Hire
Buy
Invest
Deploy • Complex
1. BUY
•
•
•
•
Develop
Integrate
Manage
Monitor
USE
•
•
•
•
Expensive
Capital intensive
Inflexible
Unreliable
2. CONFIGURE
•
•
•
Secure
Maintain
Support 3. USE
User User User User User
Technician
Email Server Technician
File Server
Web Server
Technician
Directory Server
Firewall
Management Server
Router
Switch
Certificate Server Storage
Communication Server
Backup Server
Database Server
AV/AS
Manager
Sysadmin Network
DBA Admin
www.runacap.com Runa Capital Confidential

14. SMB: MAIN IT OPPORTUNITY FOR THE NEXT 5+ YEARS |14
90% of workforce
GLOBAL
(2.7bln people),
65% of GDP
SMB Market W/wide
($40trln)
2010 - $26B 51% of workforce
(60mln people),
USA
50% of GDP
($7.6trln)
50% of workforce
RUSSIA
2015 - $83B (est.) (38mln people),
Web Presence and GDP
35% of Communication and Other
Infrastructure
Web Applications Collaboration Applications
($520bln)
BUILD CLOUD APPLICATIONS & SERVICES
SMB PER CAPITA SPENDING STILL 14x LESS THAN ENTERPRISE
FOR SMALL BUSINESS!
www.runacap.com Runa Capital Confidential

15. EVERYONE NOW HAS A POWERFUL COMPUTER ON THE INTERNET |15
EVERYONE NEEDS HEALTHCARE We don’t need no education
50 We don’t need no thought control
US Healthcare Expenditure Projections, % of GDP No dark sarcasm in the class room
Teachers leave those kids alone
40 Hey, teachers! Leave those kids alone!
All in all, it's just a
30 Nother brick in the wall
20
$2.7T
10
17%
0
2000 2010 2020 2030 2040 2050
EVERYONE NEEDS EDUCATION
• 2011 total US spend on education - $900B
• 87% finished high school, 30% - at least bachelor degree
• 9M employed, almost 6% of workforce
HEALTHCARE, EDUCATION
EVERYONE USES GOVERNMENT SERVICES AND GOVERNMENT
• 2011 total US spend on government/other svc - $660B
SERVICES AUTOMATION CAN GREATLY INCREASE THEIR
• 21M employed, almost 14% of workforce
PRODUCTIVITY AND EFFICIENCY,agenciesGOVERNMENT HELP WITH
• 83% of US Government Managers agree their BUT are
INEFFECTIVE
REGULATORY ISSUES IS NEEDED
www.runacap.com Runa Capital Confidential

16. RUNA CAPITAL: REAL TRACK RECORD |16
• $135mln+ VENTURE CAPITAL FUND
seed/early and growth stage investments
• TEAM OF EXPERIENCED ENTREPRENEURS
more than investment background: team of serial
entrepreneurs and professional business managers
• SIGNIFICANT NUMBER OF TRANSACTIONS
20+ with significant stake and another 10+ minority
investments
• OVERALL MATERIAL SUCCESS
Created total assets for over 10 billion $ starting with
only several millions of cash investment
• EXPERIENCE SCALING
1 business over $1bln, 7 ventures - over $100mln
revenue, 7 over $10mln revenue, 7 over $1mln – all
profitable
www.runacap.com Runa Capital Confidential

17. |17
HOW WE HELP
PRODUCT DEVELOPMENT BUSINESS DEVELOPMENT
• Assessment an efficient development • Reviewing and commenting business plan
process • Involving international experts
• Recommendations for troubleshooting • Developing specific marketing plans
• Help on software architecture • Developing efficient and profitable
• Implementing an efficient engineering business
process • Involving global partners
• Reviewing and commenting on product • Building and monitoring sales channels
development plans
• Search of key management positions for
• Assistance in hiring developers international development
• Budget control and product monitoring • Assistance in getting the first customers
OPERATIONS TAKING COMPANY TO NEXT LEVEL
• Registering companies and help with • Development of a long-term equity
corporate/legal issues story, finding next round of investors
• Support in setting you physical office in • Establishing corporate governance
various parts of the world framework
• Financial planning and • Establishing stock-based management
budgeting, accounting and reporting, tax and employee incentive schemes
advice • Building the internal infrastructure:
• Support in filing domestic and foreign finances, internal audit, investor relations
patents • Involving third-party consultants:
• Support in recruitment and executive auditors, tax and legal advisers
search, other HR consulting
www.runacap.com Runa Capital Confidential

18. EXAMPLES FROM RUNA PORTFOLIO |18
http://jelastic.com http://capptain.com http://dnevnik.ru http://lingualeo.com
• Scalable and reliable • Response Marketing • Effective • Interactive language
PaaS for hosters and tool that allows to communications and school
IaaS providers engage users and enter learning for
a lasting interaction teachers, students and • Over 1.5 million
• Supports Java and parents registered
PHP, Ruby soon • Analytics that users, 40,000+ are paid
understands user • 8M homeworks in the subscribers
• Runs any legacy code behavior system, 225M grades
last year
ecwid
http://ecwid.com http://talkbits.com http://infratel.com http://metabar.ru
• Over 200,000 • Connect people and • 1000 customers, more • The most efficient
storefronts in 175 explore the world than 1B call-minutes browser customization
countries through sound and tool and a solution
voice; starting where • Easy to launch voice which will increase
• Social shopping for you live services for SOHO traffic monetization
any site customers
• Always be online with
• Mobile App available your customer
www.runacap.com Runa Capital Confidential

19. ALL OUR STARTUPS ARE HIRING! |19
Contact for details:
Serguei Beloussov <sb@runacap.com>
Dmitry Chikhachev <dc@runacap.com>
www.runacap.com Runa Capital Confidential

20. SEE YOU AT RUNA CAPITAL!
Email: sb@runacap.com
RU cell: +7 (903) 799-7345
US cell: +1 (571) 228-5020
Twitter: @sbeloussov
You are welcome to attend:
15:30 Kirill Sizyumov (Capptain), Big Hall
17:00 Dmitry Martynov (Parallels), Grand Hall
www.runacap.com Runa Capital Confidential