Docker company refinancing, enterprise-class software entrepreneurship spring is just beginning

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(for Ali's first CTO, Wind and investment Co, Chairman of the Fund)

Into the March 2016, enterprise-class software entrepreneurship has been good news. First, a number of Docker startups announced a 30 million yuan a round of financing, followed by another Docker start-up company, Daocloud, announcing tens of millions of dollars in a-round financing.

In Daocloud's a-round financing conference, the lead party Ali first CTO, wind and investment Chairman Co said that Docker in China will usher in its spring, enterprise-class software in the future have better opportunities for development. Co stressed that investment Daocloud because it is more important to help enterprises improve it efficiency.

　　Enterprise-Class software entrepreneurship welcome spring

Introduction, China's partner, said in 2015 that he had shouted "the early days of enterprise-level service investment". According to the IT Orange and IDG "2015 China Enterprise Services Venture Investment white Paper", 2013 to 2015, China Enterprise Services startups in the three years to obtain total investment finance increased 8 times times, from 2013 's 2.5 billion yuan soared to 23.2 billion yuan in 2015.

Over the past three years, the enterprise-class services that have been financed are mainly distributed in the relatively upper-level applications of human resources, e-business, SaaS Services, information security, and cloud services. And at the end of 2015 to get B + round cloud Wisdom main business for APM Application Performance management, this year in March to get a round of the two Docker startups belong to the enterprise IT infrastructure layer, and is very biased B-side technology direction.

Cloud Wisdom, the number of people cloud and daocloud financing are in the so-called capital of the winter. Co said investors have been cautious since last year, and many investors have taken a step back to see where the next wave of investment opportunities are. Daocloud, who started financing last December, will soon be able to get a round, stating that investors are becoming more rational.

In a rational VC market environment, will naturally look to belong to the long-term investment in enterprise-class software entrepreneurship.

　　A revolution in efficiency that is taking place

Why is enterprise-class software entrepreneurship ushering in its own spring? This is because enterprise software is being "standard" from a tall enterprise as a tool to truly improve productivity and efficiency in the enterprise, a revolution in the social efficiency that is taking place.

Look at a few sets of data. According to the Cheung Kong Business School's 2015 annual report on China's industrial economy, 72% of the more than 2000 Chinese industrial enterprises surveyed in the survey sample were zero in 2015 and 55% in 2014. According to the central bank's report, new loans for industrial enterprises fell by 30% per cent in 2014, and net new loans in 2015 were only 5% of the balance of the fourth quarter of 2014, meaning that China's industrial enterprises have significantly contracted expansionary investment since 2014. Finally, in 2015, 71% of the Chinese Industry Economic Report survey sample companies gross margin of less than 15%.

These sets of data show that in China's national economy, industrial enterprises, in the past two years not only the majority of enterprises gross profit margin of less than 15%, and these enterprises have significantly reduced the expansion of investment and investment in innovative research and development. This kind of enterprise operation condition, also accompanies our country fast enters the aging society, the labor force falls sharply, the labor cost rises unceasingly, as well as the whole manufacturing industry and the industry has the massive overcapacity the macroeconomic situation.

This means that the industrial enterprises in the main body of national economy in the next 5-10 years, must embark on improving productivity and efficiency, reduce costs, optimize the operation of the road. In this premise, the enterprise-class software of the spring is really coming.

　　Docker is the efficiency revolution of enterprise software

Enterprise software has existed in China for more than more than 30 years. With the earliest UF, Kingdee and other enterprise software business representatives, soft, neusoft and other outsourcing software service representatives, in the foreign belong to the knowledge-intensive high-profit industry, but in the domestic out of a wave of labor-intensive low-profit market.

Why is it? IBM, SAP, Oracle and other representative of enterprise-level software design ideas, is based on foreign large-scale enterprise users as the premise. But China since the 80 's, domestic enterprises have been in from small to large "growth" stage, the software has been formed abroad is difficult to apply directly to the body of domestic enterprises. The domestic companies that learn foreign enterprise-class software can only use a lot of manpower to constantly develop and meet the rapidly changing needs of users, resulting in a double low efficiency and profit situation.

From the above analysis of macroeconomic and industrial economy, Chinese enterprises have now entered the stage of relatively stable scale of enterprises. But at this time, it is a big change in the entire enterprise IT technology environment, which is the impact of cloud computing, big data and mobile Internet.

Originally, cloud computing was the social IT infrastructure developed after the 2008 economic crisis, which realized the efficient allocation and use of computing resources in the whole society by computing the higher degree of resource sharing and resource utilization. However, the competition from cloud computing firms has hampered the process.

The advent of Docker is being adapted to such a trend. With standardized Docker container application development, packaging, deployment, and operations, Docker technology masks the heterogeneity of the underlying IT infrastructure, enabling "one start, run everywhere" effect, dramatically reducing the cost and staffing of development, deployment, and operations, which is undoubtedly an efficiency revolution for enterprise software.

　　What makes a daocloud of millions of dollars?

Daocloud's Million dollar A-round financing is by far the largest single-fund financing in the domestic container cloud sector. Previously, Daocloud received a $ millions of Angel round venture capital from Silicon Valley's light-speed An Jing investment fund. This time a round by the wind and investment led, the speed of light An Zhen with the vote.

Daocloud is able to get tens of millions of dollars in financing, which has a strong relationship with the founding team from traditional enterprise software companies. Daocloud's four co-founders were from enterprise IT vendors such as Microsoft, EMC, and VMware, where CEO Chen Ziyan was the founder and general architect of the EMC China Research Institute, and the company's president, Frank Yu analyst, was responsible for the market strategy and promotion of cutting-edge technologies in companies such as Microsoft and VMware.

It is from the traditional enterprise software company, Daocloud chooses the Docker technology route and the realization method to have the very good connection with the traditional enterprise IT environment. Daocloud provides developers with a complete set of development, deployment, and Operations Toolset: app continuous integration pipeline daoship, open container image warehouse Daohub, and ultra-large container cloud platform Daocloud. Among them, daoship mainly through the similar factory assembly line way, automates the production to meet the Docker environment The app application, provides the application development and the test integration environment, from the Daoship pipeline down the app software (also called "The Mirror") stores in the Daohub Daocloud provides unique cross-cloud cross-network container cluster management for app applications in Daohub.

It can be said that the Daocloud of the enterprise application development, deployment and operational integration platform, is based on the Daocloud own needs. Daocloud employs more than 60 microservices, 13 programming frameworks, 8 programming languages, 6 data centers, and 4 operating systems, which is the current state of the IT system that enterprises are facing today. In this complex IT system architecture, to achieve edge development Benanivi, it is clear that highly automated tools and platforms are required.

In March 2016, Daocloud further released the application Operation platform Daovoice. Daovoice is essentially a SaaS service that allows developers to capture a wide range of user data directly from desktop and mobile app pages by embedding a few lines of code, allowing developers to quickly master the entire SaaS site or app, enabling user engagement and lean development.

Integrating the Daovoice with the Daocloud container cloud platform, the operations team can connect user feedback with the development requirements management process, complete the development, delivery, operation and maintenance of high-speed closed loop. Before the official launch of Daovoice, has been a low-key launch of a few months of beta, more than hundreds of websites and SaaS service provider access to the Daovoice operating platform, the early beta users are highly recognized.

While releasing a round of financing, Daocloud also released the "Public Cloud + Enterprise cluster management software + customized special large-scale cloud platform" of the three-layer product roadmap, the public cloud, private cloud and industry clouds and other scenarios, the product refinement and division, which facilitates the subsequent product market promotion.

What is the current market acceptance of Docker? Frank Yu analyst said that they are not going out to pull customers, and customers actively find, the whole ecology upside down completely. "The PAAs ecosystem based on Docker, with the outbreak of Internet business and the formation of development integration, will have an explosive growth." "(Wen/Ningchuang, the first itvalue of this article)

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Docker company refinancing, enterprise-class software entrepreneurship spring is just beginning