What are Indirect Spend Suite Companies Worth?
According to the Wall Street Journal, Deem is a unicorn from the indirect spend suite space. If that’s the case, what is Coupa worth?
The Tungsten Corporation Roller Coaster
Tungsten Corporation’s stock lost 26% of its value yesterday. The roller coaster ride is likely to continue.
On Unicorns (especially of the Enterprise variety)
There are more than 80 tech Unicorns (valuations more than $1billion). But be of careful of the focus on valuation.
Inovalon: Quiet Big Data Giant
Inovalon which goes public this week is a great example of big data applied to a big industry: healthcare.
Could E2open be just the first network to go private again?
E2open is being bought out by Insight Venture Partners. Are Covisint (COVS), Liqudity Services (LQDT), and Sciquest (SQI) also candidates?
Trust and Transparency in Marketplaces
New marketplaces have to establish trust and transparency to attract users. Lucky for them, they compete with institutions that consumers do not trust.
Bottomline Technologies: Two Multi-Sided Platform Bets
Bottomline Technologies (EPAY) is a public company that owns two large multi-sided platforms it is trying to monetize.
Revenge of the Consortia? Umm, Probably Not.
In the late 1990s, industry consortia rose to fight “net marketplaces”. The same cycle is now underway. The results are likely to be equally unsatisfying.
The Box IPO: A Lesson in Enterprise SaaS Economics
The Box IPO provides an excellent lesson in Enterprise SaaS Economics which are often more about Customer Acquisition Costs than renewal rates.