by Robert Solomon | Dec 17, 2013 | B2B Software, E-invoicing |
I love the B2B e-invoicing and supply chain finance market. It’s huge, global, fragmented, and full of contenders making a lot of noise: Ariba, Tradeshift, Taulia, Prime Revenue, occasionally big banks, Obelisk, Demica, PowerTrack, Syncada, GXS, CASS,...
by Robert Solomon | Dec 11, 2013 | CPG/Retail, Pricing, Uncategorised |
Pricing is one of the most important decisions a software platform can make. Which side of a multi-sided market to charge, how much to charge, and in what form are never-ending questions faced by Industry Cloud providers. These platform pricing decisions influence...
by Robert Solomon | Dec 9, 2013 | B2B Software, Industry Cloud, Valuation
My friend John Rogers, CEO of Ariel Investments, used to write an investment column for Forbes on small cap. stocks. Forbes had a great tradition that at the end of each year, the columnists had to recap the performance of their picks relative to the market. While I...
by Robert Solomon | Dec 6, 2013 | B2B Software, Enterprise Software
If you are a SaaS start-up, ask yourself “How much does our investor pitch deck look like our introductory customer pitch deck?” I’m guessing the answer could be “too much”. Most SaaS start-ups have a great pitch deck for investors. ...
by Robert Solomon | Dec 5, 2013 | Uncategorised
Many SaaS companies are concerned about their ratio of services revenue to subscription software revenue. This was a constant discussion topic at Ariba, while I was there. And it comes up in many board meetings of PE and VC-backed companies. The thinking expressed...
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