by Robert Solomon | Dec 26, 2023 | B2B Software, Payments
It was not hard to identify my top 3 blog posts of 2023 (as measured by viewership), as I did not do much blogging this year. With no IPOs, and lots of client work I could not write about, it was challenging to find a muse. So you can thank me for sparing...
by Robert Solomon | Dec 21, 2023 | B2B Software, E-invoicing, Regtech, Tax Software
M&A transactions have been few and far between lately, so I almost missed that Vertex, an indirect tax compliance software provider, has initiated a tender offer to acquire Pagero, an e-invoicing network headquartered in Sweden. Because both companies are public,...
by Robert Solomon | Nov 8, 2023 | B2B Software, Industry Cloud, Pricing, Real Estate, Vertical Cloud
The District of Columbia, where I live, just sued RealPage, a real estate management platform, and 14 DC landlords for violating its antitrust statute. The complaint provides fascinating reading about pricing and software platforms. (Note: I’m not a lawyer,...
by Robert Solomon | Aug 30, 2023 | B2B Software, Ecosystem, Marketplaces, Retail |
Well, at least two B2B SaaS IPOs are back: Klaviyo and Instacart. Klaviyo A couple of years ago, I would have done an S-1 teardown of Klaviyo, but these days, great S-1 teardowns are often readily available. You can read the details about Klaviyo, a Martech company,...
by Robert Solomon | Aug 28, 2023 | B2B Software, Marketplaces, Travel |
I love it when businesses, especially two-sided marketplaces, compete simply on the basis of a different business model. I’ve written about several examples: HomeAdvisor versus Angie’s List AirB2nB vs. HomeAway Chep in pallets I have also implemented...
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