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风起云涌:凯鹏华盈拟成立“云”基金资助云计算公司 February 11, 2012

Posted by Ian Cheng in Funding.
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Kleiner Perkins Caufield & Byers may kick off a fund dedicated to cloud computing companies, according to a Bloomberg news report.

Depending on what numbers you believe, cloud is a big opportunity that nearly every VC, including Kleiner Perkins, is already attacking. Market Research Media expects the cloud computing category to grow at 30 percent CAGR and will hit $270 billion worldwide in 2020.

Bloomberg quoted Kleiner Perkins partner Matt Murphy saying the partners are “intrigued by the idea” of such a fund. Whether they actually follow through on the notion, the company has already backed a number of cloud startups. It most recently participated in a $20 million C Series round for AppDynamics , an application performance management company which Murphy said was well suited for cloud computing environments. The firm also staked big-time cloud-based game maker Zynga and Groupon

Given that most startups claim some sort of cloud computing angle, it’s hard to tell anymore what is not a cloud company but some try. Last month, researcher CB Insights estimated that cloud companies represented at least a quarter of all VC web investment deals.

At that time, CB Insights Co-Founder Jonathan Sherry there was “steady uptick of venture investment into cloud-based software and services [in 2011]. In Q4, cloud-based companies comprised 26.5% of internet deal volume and 34.5% of internet investment dollars. Dollar share skewed higher than deal share due to mega deals including Dropbox and Box.net.”

It probably helped Kleiner’s cloud appetite that Michael Abbott joined the company as senior partner in January. Abbott was formerly VP of engineering for Twitter. KPCB currently categorizes its investments in four focus areas: Greentech, China, digital and life sciences.

It doesn’t ease confusion that even traditional software companies are adding cloud capabilities to their existing on-premises software portfolios. Does a smattering of cloud added to an existing product line make it a cloud company? You tell me.

据彭博社报道,为了资助云计算企业,风投公司凯鹏华盈(KPCB)拟成立一个专项基金。

云对于几乎所有的风投公司来说都是一个巨大的机会。根据调研机构 Market Research Media的估计,云计算领域的复合年增长率达30%,到2020年市场规模将会达到2700亿美元之巨。

彭博社引用凯鹏华盈的合伙人Matt Murphy的话说,该公司的合伙人均对成立这样一项基金的“想法感兴趣”。不管其是否会实际跟进,此前该VC就已经资助了若干的云初创企业。最近的一个是对应用性能管理初创企业AppDynamics的2000万美元的C轮投资。凯鹏华盈还对重要的云游戏制造商Zynga以及Groupon拥有权益。

据研究机构CB Insights估计,云公司占了所有VC的web投资交易的四分之一。2011年风投对云软件即服务的投资一直在稳步上升。去年第四季度,云公司占了互联网交易量的26.5%,交易额则占到34.5%。

KPCB目前的投资领域主要是四个方面:绿色科技、中国、数字化以及生命科学。

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