by Robert Solomon | May 18, 2021 | B2B Software, Payments, Virtual cards
Marqeta, a fintech that makes it easy for software companies to issue credit cards, filed to go public. There are already good S-1 teardowns available here and here. As a result, I’m not going to focus on the financials, I’m going to focus on two things:...
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 | Nov 16, 2020 | B2B Software, Electronic Payments, Foodservice, Key Success Factors, Marketplaces, Payments |
DoorDash filed for its IPO Friday. There are already great articles about the prospectus. I’m sure there will also be many financial “tear-downs”, so I’ll ignore the financial aspects of the IPO. Instead, I’m going to focus on the...
by Robert Solomon | Oct 6, 2020 | B2B Software, Collaborative Project Management, Key Success Factors, Marketplaces, Matchmaking, Payments, Supplier Credentialling
D’Arcy Coolican and Jeff Jordan from famed VC Andreesen Horowitz recently published a must-read article entitled ‘Deep’ Job Platforms and How to Build Them. The article was focused on job platforms, those matching employers with individuals, so it’s more...
by Robert Solomon | Sep 8, 2020 | B2B Software, Electronic Payments, Payments, Virtual cards
Every September The Sunday Times (London) publishes the Tech Track 100, its compilation of the fastest-growing private tech companies in the UK. Last year, I wrote about the number of B2B payments and financing companies on the list. This year, at least one...
by Robert Solomon | Apr 1, 2020 | B2B Software, Healthcare, Payments, Valuation
Let’s start with a few disclaimers: Anyone who takes investment advice from me, probably ought to have their head examined. (Almost all of my money is invested in index funds and just two great professional money managers North Star Investments and Ariel...
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