Entrata S-1 Breakdown: Vertical SaaS Is Not Dead Yet
Entrata’s IPO filing reveals a $509M operating system for multifamily housing. How it monetizes operators, residents, and rent payments.
Product-Market Fit in the AI Era: “Take My Money”
Product-market fit used to be hard to spot. In the AI era, you know you’ve got it when a prospect emails three words: “Take my money.”
What is the Middle Market, and Why Does it Matter?
There’s no standard definition of the middle market. See how B2B software leaders split SMB, mid-market, and enterprise — and why the middle market is a greenfield.
B2B Marketplace Take Rates
B2B marketplaces are very different from their B2C and C2C counterparts. Let’s analyze their take rates separately.
Comparison Shopping Uber Vs. Lyft
An academic study shows comparison Shopping Uber Vs. Lyft pays off for us cheap folks! And, at least for now, there’s an app for that.
The Nine Value Propositions of B2B SaaS Platforms: 4th Edition
The Nine Value Propositions of B2B SaaS Platforms: 4th Edition is now available for your reading pleasure. Pleasure is a relative term.
Navan IPO
Navan filed to go public last week. It’s a travel management company, expense management software provider, and a travel payments company.
Intuit Investor Day 2025
Intuit investor day was held last week. It’s a great chance to get the pulse of SMB software and the impact of AI on cloud providers.
Another Public B2B Payments Provider, AvidXchange, Takes at Hit
A couple of weeks ago, Bill.com and WEX, B2B payments providers disappointed with their guidance and their stocks took a hit. This past week was AvidXchange’s turn.
