by Robert Solomon | May 14, 2021 | AP Automation, B2B Software
As the folks at Spend Matters point out, the AP automation market is attracting attention and capital. Bill.com has a $12 billion market cap and sports a Price to Sales ratio of 57x. Stampli raised $50 million from Insight Partners, bringing its total capital haul to...
by Robert Solomon | May 4, 2021 | B2B Software, Procure to Pay
UK-based PE firm Pollen Street Capital is buying Proactis, a public procure-to-pay company in the UK. I have written about Proactis here and here. Procure-to-Pay Roll-Up or Graveyard? I hate to be snarky, but if you follow the procure-to-pay market you will know that...
by Robert Solomon | May 3, 2021 | Farming, Marketplaces, Retail
The folks at Applico publish great content on platforms, including a just-published report on The Top 50 B2B Marketplaces. You can download a copy here. Applico ranked the Top 50 B2B Marketplaces based on their assessment of: TAM capitalization (e.g., traction,...
by Robert Solomon | Apr 20, 2021 | B2B Software, Payments, Retail
Squarespace, a provider of software for creating websites filed to go public via a direct listing. I’ll quickly cover the impressive topline numbers in the company’s S-1 and then delve into its efforts to move into commerce offerings. Squarespace Topline...
by Robert Solomon | Apr 13, 2021 | B2B Software, Marketplaces
AppLovin makes its money in mobile games, in-app purchases (IAPs), and adtech. Three topics in which I have no interest. But I had to write about AppLovin for two reasons: a) it seems like a platform business playing among other platforms and b) it’s named...
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