by Robert Solomon | Jul 7, 2020 | Tax Software, Valuation |
If you like a classic battle between an old school, on-premise software provider versus a cloud-centric, “Clayton Christensen” disruptor, look no further than the indirect tax software market. (Yes, indirect taxes, how’s that for exciting!) Vertex...
by Robert Solomon | Jun 16, 2020 | B2B Software, Valuation, Virtual cards
Each year the folks at Fast Company and CB Insights publish a list of the 50 companies CB Insights considers most likely to become unicorns. (See here.) CB Insights determines its 50 Future Unicorns 2020 List based on an algorithm they call Mosaic which you can read...
by Robert Solomon | Jun 8, 2020 | Automobile, B2B Software, Industry Catalog, Marketplaces
I normally don’t write about B2C platforms, but what the heck, I normally don’t shelter in place or wear a mask either. Also, the Vroom S-1 was simply too interesting to skip. I’ll keep my comments brief and focused on the underlying economics....
by Robert Solomon | Jun 1, 2020 | B2B Software, Consolidating Competition, Enterprise Software, Industry Big Data
A few years ago I got to know Discover.org and RainKing. These companies now form part of what is known as ZoomInfo Technologies which has filed to go public. ZoomInfo provides data to B2B sales and marketing organizations. (Not Zoom Video conferences.) I saw a...
by Robert Solomon | May 26, 2020 | B2B Software, Healthcare, Insurance, Marketplaces
SelectQuote quietly went public last week and soared 40% in its opening day. The company now sports a $4 billion valuation. What’s all the fuss about? Strong growth, great margins, and great, SaaS-like metrics in its core senior insurance segment. About...
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