by Robert Solomon | Apr 1, 2020 | B2B Software, Healthcare, Payments, Valuation
Let’s start with a few disclaimers: Anyone who takes investment advice from me, probably ought to have their head examined. (Almost all of my money is invested in index funds and just two great professional money managers North Star Investments and Ariel...
by Robert Solomon | Mar 3, 2020 | B2B Software, Construction
Procore filed its S-1 to go public last Friday. Procore started as a collaborative project management platform and added additional functionality from there. Already there are some very good S-1 “teardowns” available on this vertical SaaS platform. See...
by Robert Solomon | Feb 26, 2020 | Healthcare, Industry Cloud, Veeva
The picture above really does tell the whole story. (Assuming you know that is the Salesforce Tower!) Salesforce announced yesterday that it will acquire Vlocity. Vlocity is a supplier of industry-specific, or vertical, CRM solutions built on the Salesforce platform....
by Robert Solomon | Feb 24, 2020 | B2B Software |
Excellent commentary on B2C Marketplaces is readily available. (For instance, see here.) Commentary on B2B Marketplaces is relatively rare. That’s why I was excited to be invited to Bessemer Venture Partners’ B2B Marketplace Summit in SF a couple of...
by Robert Solomon | Feb 10, 2020 | B2B Software, E-invoicing, order to cash
Two years ago I wrote about Google search and investor interest in SaaS Accounts Receivable Applications. Since then, tremendous additional growth equity has flowed into the market. In fact, the market is starting to look pretty picked over! SaaS Accounts Receivable...
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