by Robert Solomon | Jan 27, 2015 | Consolidating Competition, Financial services, Industry Concentration
Remember the first battle between the net marketplaces and industry consortia? First came the net marketplaces such as Ventro, Chemdex, eSteel, Instill, PlasticsNet, and many others. Dreams of disruption and bubble-era riches danced in their heads. Most net...
by Robert Solomon | Jan 20, 2015 | B2B Software, Ecosystem, Valuation
The Box prospectus offers a great lesson in Enterprise SaaS economics. Box is a low-priced, simple SaaS application (storage). It represents the type of SaaS application typically sold to consumers, but Box has the enterprise as their target market. Box has grown...
by Robert Solomon | Jan 15, 2015 | B2B Software, Behavioral Economics, Ecosystem, Enterprise Software, Key Success Factors
A critical metric used to judge B2B SaaS, and especially platform businesses, is their renewal rate among users. (Or 1- minus the churn rate.) This number is important because every investor knows it is impossible to build a great business if a company spends its...
by Robert Solomon | Jan 13, 2015 | Enterprise Software, Healthcare, Insurance
I feel compelled to cover IPOs of Enterprise software companies that have a network or platform element. Connecture (CNXR), which went public in December is almost one of these companies–but not quite. Connecture is certainly an enterprise software provider,...
by Robert Solomon | Jan 8, 2015 | Art, Matchmaking
An auctioneer, of course, brings together buyers and sellers interested in transacting a good or service and lets buyers compete to buy the good (forward auction) or sellers compete to sell the good (reverse auction). The auctioneer makes money by getting a fee from...
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