by Robert Solomon | Jun 29, 2015 | B2B Software, Industry Concentration, Matchmaking, Media
There are, of course, many disadvantages to being old enough to remember the music of the 70s intimately–besides the chronic residue of pain Peter Frampton inflicted. For us old fogies: mobile is not first email still rules new technologies are unfamiliar...
by Robert Solomon | Jun 25, 2015 | B2B Software, Electronic Payments, Industry Cloud
Last week MINDBODY (MB) (all caps, no CamelCase) went public on the NASDAQ. MINDBODY describes itself as the “leading online global wellness marketplace”. Here’s how MINDBODY depicts its business: MINDBODY sells to 42,000 gyms, yoga studies, salons,...
by Robert Solomon | Jun 15, 2015 | B2B Software, Consolidating Competition, Industry Cloud, Key Success Factors, Supply Chain Automation, Vertical Cloud
I’ve previously professed my love for DealerTrack (TRAK), a B2B platform that built a dominant position in auto retailing here and here. (Thanks to Peter Goldmacher at Cowen, I learned about the company and owned the stock.) I use DealerTrack as one of my...
by Robert Solomon | Jun 10, 2015 | B2B Software, Key Success Factors |
There has never been a more exciting time to be a SaaS enterprise start-up: Plentiful venture capital at great valuations Platforms to build on easily and quickly Growing enterprise acceptance of SaaS Better sales and marketing, R&D and support economics from SaaS...
by Robert Solomon | Jun 8, 2015 | B2B Software, E-invoicing, Electronic Payments, Financial services
Here’s how Direct Insite which is a public company (DIRI) describes itself on its press and financial releases: Direct Insite™ provides a powerful platform for unified working capital management that facilitates over $160 billion worth of transactions annually...
by Robert Solomon | Jun 5, 2015 | Automobile, B2B Software, Healthcare, Matchmaking, Supply Chain Automation
You read that right. Whenever I mention Mediagrif, a public company listed in Toronto (MDF.TO) and headquartered in Quebec, no one has heard of it. When I describe what Mediagrif does, it seems even less believable. But Mediagrif is an intriguing company and an...
Recent Comments