by Robert Solomon | Feb 10, 2025 | B2B Software, Payments, SMB Software, Travel, Valuation, Virtual cards
Last week, two major players in B2B payments, Bill.com and WEX, reported earnings. The companies promptly lost 33% and 20% of their market capitalizations, respectively. Both companies lowered their guidance on topline growth and mentioned difficulties monetizing...
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 | 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 | 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 | Jun 16, 2020 | B2B Software, Valuation, Virtual cards
Each year the folks at Fast Company and CB Insights publish a list of the 50 companies CB Insights considers most likely to become unicorns. (See here.) CB Insights determines its 50 Future Unicorns 2020 List based on an algorithm they call Mosaic which you can read...
by Robert Solomon | Nov 12, 2019 | Healthcare, Payments, Virtual cards |
Last week I reviewed the companies I wrote about in the 1st half of 2019. Now let’s review the companies from the second half of the year. Fiverr Fiverr had it’s IPO in mid-June. It went public at $21.00, opened at $26.00, and closed its first day up 90%...
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