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...
by Robert Solomon | Jan 14, 2020 | B2B Software, Healthcare, Industry Big Data, order to cash, Procure to Pay
Sometimes you see a deal that makes you scratch your head and wonder “What were they thinking?!” And sometimes the logic is immediately compelling. GHX’s acquisition of Lumere is the latter. Allow me to explain. But first I have to tell you about...
by Robert Solomon | Dec 16, 2019 | B2B Software, order to cash
VersaPay is a public company in Canada, so its proposed acquisition by Great Hill, a PE firm, gives us insights into valuations in the A/R Automation market. This market includes companies such as Billtrust, High Radius, Rimilia, Apruve, and others. It’s a...
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