by Robert Solomon | Jun 2, 2021 | B2B Software, Marketplaces, Payments
This post is a little late in coming, as Payoneer announced it was going public in early February. It took me a while to turn my attention to this one. In addition, as with any SPAC, it takes a little more digging to find detailed financial information. As with my...
by Robert Solomon | May 18, 2021 | B2B Software, Payments, Virtual cards
Marqeta, a fintech that makes it easy for software companies to issue credit cards, filed to go public. There are already good S-1 teardowns available here and here. As a result, I’m not going to focus on the financials, I’m going to focus on two things:...
by Robert Solomon | May 14, 2021 | AP Automation, B2B Software
As the folks at Spend Matters point out, the AP automation market is attracting attention and capital. Bill.com has a $12 billion market cap and sports a Price to Sales ratio of 57x. Stampli raised $50 million from Insight Partners, bringing its total capital haul to...
by Robert Solomon | May 4, 2021 | B2B Software, Procure to Pay
UK-based PE firm Pollen Street Capital is buying Proactis, a public procure-to-pay company in the UK. I have written about Proactis here and here. Procure-to-Pay Roll-Up or Graveyard? I hate to be snarky, but if you follow the procure-to-pay market you will know that...
by Robert Solomon | May 3, 2021 | Farming, Marketplaces, Retail
The folks at Applico publish great content on platforms, including a just-published report on The Top 50 B2B Marketplaces. You can download a copy here. Applico ranked the Top 50 B2B Marketplaces based on their assessment of: TAM capitalization (e.g., traction,...
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