North American Mobile CRM Markets - Investment Analysis

Table of Contents

1. EXECUTIVE SUMMARY

Market Overview

• Industry Fundamentals and Market Overview
• Financial Benchmark Analysis
• Investment Analysis

2. INTRODUCTION AND METHODOLOGY

Introduction and Methodology

• Introduction
• Methodology

3. INDUSTRY FUNDAMENTALS

Industry Fundamentals

• Industry Overview
• Mobile CRM Architecture
• MSFA
• MFSM
• Industry Dynamics
• Supporting Segments

Investment Analysis

• Investment Themes
• Sector Score Card
• Growth Monitor

4. FINANCIAL BENCHMARKING ANALYSIS

Frost & Sullivan MCRM Universe

• Industry Classification

Industry Profitability Analysis

• Operating Profit Margin
• Selling General and Administrative Expenses to Sales
• Research and Development Expenses to Sales
• Net Profit Margin
• Comparison of Margins and COSG
• Price to Innovation
• Revenue per Employee

Balance Sheet Analysis

• Current Ratio
• Fixed Cost Analysis
• Goodwill Analysis

Valuation

• Historical/Current Mergers & Acquisition and Valuation
• Venture Capital Score Card
• Venture Opportunity Score Card