ServiceTitan S-1
ServiceTitan, the operating system for trade contractors, filed to go public. It will join the list of large, vertical SaaS public players.
Waystar IPO
Waystar, a healthcare software and payments company, filed to go public last October and will probably hit the market this week.
A Flurry of Action in Vertical B2B Software
There’s renewed action in vertical B2B SaaS. Avetta, Buyer’s Edge Platform, Model N, Ibotta, and UL Solutions all have announced transactions.
KKR to Acquire MDF Commerce
KKR is acquiring MDF Commerce in a take private transaction. It looks like a good deal for everyone, including shareholders.
Applico’s Top 50 B2B Marketplaces
Applico published its annual list of The Top 50 B2B Marketplaces. The top 10 includes two ways to get high: roofing contractors and cannabis.
PitchBook IPO Watchlist: The fintech unicorns likely to go public
The Pitchbook IPO Watchlist lists ten fintechs likely to go public. I think the algorithm might need a little fine-tuning.
Pricing Power in SMB Software
If my little business’s experience with Intuit software is indicative, there’s a lot of pricing power in SMB software.
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.
