by Robert Solomon | Oct 3, 2025 | Collaborative Project Management, Industry Big Data, Industry Catalog, Managed Services, Matchmaking, Payments, Supplier Credentialling, Supply Chain Automation, Travel |
A few years ago, when I published my e-book on the Nine Value Propositions of B2B SaaS Platforms, I was pretty sure that I’d never update it again. Properly updating it is quite a task, and I wasn’t feeling motivated. However, I recently re-read it, and it felt...
by Robert Solomon | Sep 24, 2025 | B2B Software, Travel |
Navan, which is a travel management, expense management, and payments provider, filed to go public last week. Between ChatGPT and the readily available S-1 teardowns (see here), you do not need a comprehensive review from me. Instead, I will focus on the evolution...
by Robert Solomon | Sep 20, 2025 | B2B Software |
Intuit investor day was last week, and like Stripe’s investor day, if you are into B2B SaaS and payments, it is well worth reviewing. With an estimated 80% market share of the SMB accounting market, Intuit has a unique pulse on America’s small...
by Robert Solomon | Mar 3, 2025 | AP Automation, B2B Software, Payments
A couple of weeks ago, I wrote about the hit the stocks of two B2B payments providers, Bill.com and WEX, took when they reported slowing growth and monetization. Last week, AvidXchange met the same fate. AvidXchange Earnings AvidXchange beat analyst expectations for...
by Robert Solomon | Feb 10, 2025 | B2B Software, Payments, SMB Software, Travel, Valuation, Virtual cards
Last week, two major players in B2B payments, Bill.com and WEX, reported earnings. The companies promptly lost 33% and 20% of their market capitalizations, respectively. Both companies lowered their guidance on topline growth and mentioned difficulties monetizing...
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