Pagero Bidding War
A bidding war has broken out for Pagero, an e-invoicing network headquartered in Sweden. The stock is now up 100%.
Observations from the from the Carta Debacle
Carta has established itself as a system of record for equity ownership in private companies. It’s probably not going to be the marketplace as well.
UL Solutions Files for IPO
UL Solutions, aka Underwriters Laboratories, filed to go public. It’s a testing and certification company with a potentially interesting bit of software.
Top 3 Blog Posts of 2023
Here are my top 3 blog posts of 2023. Enjoy the leftovers!
Vertex Offers to Acquire E-Invoicing Network Pagero
Vertex, a leader in indirect tax compliance has issued a tender offer for Pagero, an e-invoice network headquartered in Sweden.
RealPage: When Does Revenue Management Software Become Anti-Competitive?
Does RealPage offer revenue management/price optimization software or is it effectively offering Collusion-as-a-Service?
Informed Payments: Our broccoli should be talking to us.
Informed payments: a better experience for retailers, brands, consumers, and even regulators. Will Apple build the system? Or Elon?
B2B SaaS IPOs are back
It’s been 18 months, but B2B SaaS IPOs are back in the form of Klaviyo and Instacart. Instacart is a fascinating four-sided market.
Empower: A New Business Model in Ride Share
Empower is betting on a different business model in the ride-sharing market. A little more competition would be a good thing.
