by Robert Solomon | Aug 24, 2026 | AP Automation, B2B Software, Consolidating Competition, CPG/Retail, Managed Services |
Equifax’s best business — $2.6 billion in revenue, 51%+ margins, 6-7% CAGR — started life as a call center handling other people’s HR paperwork. How it got from there to here is one of my favorite B2B business-model stories, and it’s where this post ends up. But...
by Robert Solomon | Jul 21, 2026 | B2B Software, Industry Cloud, Insurance, Real Estate
Entrata, a big vertical B2B SaaS company, filed to go public at the end of May. Apparently, vertical SaaS is not dead yet! What is Entrata? Entrata focuses on the rental and multifamily housing market. It describes itself as an operating system “that connects...
by Robert Solomon | Jun 16, 2026 | AP Automation, B2B Software, Enterprise Software, SMB Software
Over the years, I’ve spent many hours talking with B2B software companies about the customer segments they target: small businesses, mid-market companies, or large enterprises. Or, as some would put it, are you hunting mice, deer, or elephants? That question quickly...
by Robert Solomon | Nov 18, 2025 | B2B Software, Industry Concentration, Marketplaces, Travel |
I travel a fair bit, and I’m cheap, so I compare Uber and Lyft prices on most trips. Do you? (Let me know in the comments.) How Many...
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...
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