$100B investor in Salesforce and Box sees enormous opportunity in untapped market for serving the deskless worker. : In January, there were signs that venture capitalists were growing less bullish due to the now 10% drop in the NASDAQ since the end of last August. But not every VC is feeling blue. Kevin Spain, general partner of Emergence Capital, sees a big opportunity in a market that's largely untapped by venture capitalists. Emergence has been quite successful investing in companies that sell cloud services to enterprises.