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THE STATE OF
ENTERPRISE SOFTWARE
J E R RY C H E N
Valuations took a hit in Q1 but are coming back.
BessemerCloudIndex
Source: Bessemer
2016
We are seeing a“new normal”in valuations.
Source: Morgan Stanley, Capital IQ, Thomson
Avg. Aggregate Value /
Next 12 Month...
Recent Enterprise IPOs: 1 Year Performance
Source: Google Finance
2015 VC investments reached dotcom levels
Source: Greylock, PwC/NVCA Data: Thomson Reuters
U.S. Early Stage VC: Q4 2015 - Q1 2016
Decrease
in # Deals
Increase
in Round
Sizes
Source: Pitchbook
U.S. Late Stage VC: Q1 2016
Decrease
in # Deals y/y
Smaller
Deal Sizes y/y
Source: Pitchbook
Expect M&A to return to historic levels.
Source: Morgan Stanley, Capital IQ, Dealogic
Market Summary
Public Markets
Valuations are down. We’re stabilizing at a new normal.
VC
Deal volume is decreasing, but st...
Startup Climate for 2016
Focus on cash
positions
Build for the
long haul
Pick a wave bigger
than you
You.
MARKET SPOTLIGHT
Areas of Interest
INFRASTRUCTURE
“Caught between OSS and a Cloud Place”
How do you get out between
OSS and a Cloud Place?
Infrastructure
Amazon is the biggest threat to
infrastructure companies.
Azure and Google will make progress in
2016 with ...
SECURITY
“Separating signal from the noise”
Security
Thousands of companies all sound the same.
(And many are the same.)
Customers don’t want to buy snake oil. Your j...
APPS
“Not your father’s Oldsmobile”
Evolution of Apps
Cloud/SaaS Cloud/MobileClient/Server What’s Next?
?
The basic building blocks of apps are changing.
Bots and
conversational UIs
IoT extends reach
of apps everywhere
Big Data/...
Cloud-enabled car
recognizes when
you’re in an accident.
Sends data to your
insurance company
and sends quote to
your phon...
DATA & IoT
“Machine intelligence and other oxymorons”
Iron Man Terminator
vs.
Data and IoT
Vision, speech, and text are real and ready
for apps today.
Find the data. Accumulate more data and
proprieta...
The State of Enterprise Software
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The State of Enterprise Software

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Launching a startup isn't easy. At each stage of scaling - from founding to product-market fit, from product-market fit to hyper growth, and from hyper growth to maturity - entrepreneurs face unique challenges. Greylock Partners hosted an event, called Greyscale, focused on these challenges at each stage. In the opening keynote, Jerry Chen of Greylock Partners discusses the state of enterprise software after the first quarter of 2016. He summarizes the private and public markets, M&A activity, and explains how this climate affects the startup environment.

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The State of Enterprise Software

  1. THE STATE OF ENTERPRISE SOFTWARE J E R RY C H E N
  2. Valuations took a hit in Q1 but are coming back. BessemerCloudIndex Source: Bessemer 2016
  3. We are seeing a“new normal”in valuations. Source: Morgan Stanley, Capital IQ, Thomson Avg. Aggregate Value / Next 12 Month Revenue 15.5x 2013-2014 7.4x 2/12/2016
  4. Recent Enterprise IPOs: 1 Year Performance Source: Google Finance
  5. 2015 VC investments reached dotcom levels Source: Greylock, PwC/NVCA Data: Thomson Reuters
  6. U.S. Early Stage VC: Q4 2015 - Q1 2016 Decrease in # Deals Increase in Round Sizes Source: Pitchbook
  7. U.S. Late Stage VC: Q1 2016 Decrease in # Deals y/y Smaller Deal Sizes y/y Source: Pitchbook
  8. Expect M&A to return to historic levels. Source: Morgan Stanley, Capital IQ, Dealogic
  9. Market Summary Public Markets Valuations are down. We’re stabilizing at a new normal. VC Deal volume is decreasing, but still an appetite for great companies. M&A Expect strategic M&A to pick up over the next four quarters.
  10. Startup Climate for 2016 Focus on cash positions Build for the long haul Pick a wave bigger than you You.
  11. MARKET SPOTLIGHT Areas of Interest
  12. INFRASTRUCTURE “Caught between OSS and a Cloud Place”
  13. How do you get out between OSS and a Cloud Place?
  14. Infrastructure Amazon is the biggest threat to infrastructure companies. Azure and Google will make progress in 2016 with enterprise buyers. Incumbent and private cloud vendors will act irrationally. You need a large footprint and direct connection to developers (DDI).
  15. SECURITY “Separating signal from the noise”
  16. Security Thousands of companies all sound the same. (And many are the same.) Customers don’t want to buy snake oil. Your job is to help them be smart buyers. Security is an evergreen market. There will always be bad guys, so build a business model that“works for you.”
  17. APPS “Not your father’s Oldsmobile”
  18. Evolution of Apps Cloud/SaaS Cloud/MobileClient/Server What’s Next? ?
  19. The basic building blocks of apps are changing. Bots and conversational UIs IoT extends reach of apps everywhere Big Data/AI will power apps
  20. Cloud-enabled car recognizes when you’re in an accident. Sends data to your insurance company and sends quote to your phone. Calls Uber to pick you up. Not your father’s Oldsmobile.
  21. DATA & IoT “Machine intelligence and other oxymorons”
  22. Iron Man Terminator vs.
  23. Data and IoT Vision, speech, and text are real and ready for apps today. Find the data. Accumulate more data and proprietary data. More data trumps better math.
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