by Robert Solomon | Sep 30, 2022 | AP Automation, B2B Software, E-invoicing, order to cash, Procure to Pay |
EQT Private Equity, part of a publicly listed investment firm (EQT AB Group) is taking Billtrust (BTRS) private. Billtrust went public (via SPAC) in early 2021. Wrap your head around those two sentences for a minute and marvel at modern capitalism. Billtrust...
by Robert Solomon | Dec 13, 2021 | B2B Software, order to cash, Payments, Procure to Pay
Another Source-to-Pay and Order-to-Cash company going public, this time via SPAC: Corcentric. As I pointed out recently, stocks in this segment are enduring a correction, but that is not scaring away Corcentric. Corcentric Background If you are not familiar with...
by Robert Solomon | Dec 6, 2021 | B2B Software, order to cash, Procure to Pay |
Did you notice the correction in the Russell 2000 stock index over the past month? (A correction is arbitrarily defined as a drop of 10% or more from a stock market index’s high point.) The correction in the public procure-to-pay and order-to-cash company...
by Robert Solomon | Jun 24, 2021 | AP Automation, B2B Software, order to cash, Payments, Virtual cards
Centime is a cool company that came out of stealth mode this week. I’ve been talking to the founder for some time, but he’s finally unveiled the whole story. I need not tell you that cash flow is the lifeblood, and the leading cause of death, among small...
by Robert Solomon | Feb 23, 2021 | B2B Software, Foodservice, Hospitalty, Logistics, order to cash
Olo, a multi-sided platform for the chain restaurant industry filed its S-1 last week. It is a fascinating business in a dynamic market–online food ordering and delivery. Olo’s numbers are gaudy: 94% Y/Y revenue growth 120%+ Net Revenue Retention 81%...
by Robert Solomon | Feb 10, 2020 | B2B Software, E-invoicing, order to cash
Two years ago I wrote about Google search and investor interest in SaaS Accounts Receivable Applications. Since then, tremendous additional growth equity has flowed into the market. In fact, the market is starting to look pretty picked over! SaaS Accounts Receivable...
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