by Robert Solomon | Sep 24, 2025 | B2B Software, Travel
Navan, which is a travel management, expense management, and payments provider, filed to go public last week. Between ChatGPT and the readily available S-1 teardowns (see here), you do not need a comprehensive review from me. Instead, I will focus on the evolution...
by Robert Solomon | Jan 17, 2017 | B2B Software, Construction, E-invoicing, Electronic Payments
A great way to conceive of a new B2B platform is to consider a simple question: What ubiquitous business document exists today primarily in paper or PDF form? If this business document is mainly paper (or an image), there is likely an opportunity in digitizing, or...
by Robert Solomon | Dec 5, 2014 | B2B Software, Travel, Vertical Cloud
In mid-September, I created two stock indices comprising cloud B2B Commerce software companies. (I used a cool company called Motif Investing.) One of the indices tracks 30 stocks that engage in B2B commerce generally (B2B E-Commerce) and the other one comprises 18...
by Robert Solomon | Sep 22, 2014 | Uncategorised
For a while, I’ve been wanting to create a stock index of US public companies specializing in B2B cloud e-commerce. There are many cloud indices, but typically they are not focused on B2B and/or they are not focused on inter-company platforms. Until recently, I...
by Robert Solomon | Sep 18, 2014 | B2B Software, Key Success Factors, Travel, Vertical Cloud |
The announcement that Concur (CNQR) will be bought by SAP for $8.3 billion highlights an incredible story. Congratulations to the entire CNQR team on an unbelievable run over the last 15 years. The company’s story comprises many lessons, I will highlight just...
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