by Robert Solomon | Aug 30, 2023 | B2B Software, Ecosystem, Marketplaces, Retail |
Well, at least two B2B SaaS IPOs are back: Klaviyo and Instacart. Klaviyo A couple of years ago, I would have done an S-1 teardown of Klaviyo, but these days, great S-1 teardowns are often readily available. You can read the details about Klaviyo, a Martech company,...
by Robert Solomon | Aug 28, 2023 | B2B Software, Marketplaces, Travel |
I love it when businesses, especially two-sided marketplaces, compete simply on the basis of a different business model. I’ve written about several examples: HomeAdvisor versus Angie’s List AirB2nB vs. HomeAway Chep in pallets I have also implemented...
by Robert Solomon | Dec 19, 2022 | B2B Software, Logistics, Marketplaces, Payments, Supply Chain Automation
Just when you thought B2B software SPACs were so last year, along comes another one, Freightos, an international shipping platform. If you are interested in SPACs, the freight industry, or marketplaces, I highly recommend the company’s recent SEC Filing. The...
by Robert Solomon | Jun 4, 2022 | B2B Software, Enterprise Software, Marketplaces
Unless you are an investor, you may not have heard of Tegus. You may never even have heard of the expert network market that Tegus is disrupting. But if you are building a marketplace, Tegus is worth knowing about. The company’s story demonstrates how to...
by Robert Solomon | May 23, 2022 | B2B Software, Marketplaces, Payments, Valuation |
Between December 2019 and mid-2021 a passel of software platforms went public via IPO (and SPAC). Over that time span, I blogged about nine of them. In chronological order they were: Bill.com (BILL) Selectquote (SLTQ) Vroom (VRM) Billtrust (BTRS) AppLovin (APP)...
by Robert Solomon | Dec 23, 2021 | B2B Software, Electronic Payments, Marketplaces
All good bloggers “go green” this time of year by recycling their greatest hits. Who am I to argue with conventional wisdom? Here are my Top Five Blog Posts in 2021 (based on readership). #5: 2021 Gartner Magic Quadrant for Procure-to-Pay Suites Gartner...
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