by Robert Solomon | Mar 17, 2015 | B2B Software, Global Trade Management, Supply Chain Automation, Supply Chain Finance
The recent news that Amber Road (AMBR) bought ecVision for about $30 million (hat tip to Jason Trevisan) prompted me to re-look at AMBR since it went public a year ago. Just before it went public, I noted that Amber Road competes in an attractive market (global trade...
by Robert Solomon | Mar 12, 2015 | B2B Software, Electronic Payments, Financial services, Global Trade Management
In my last post, I covered Earthport, a public competitor in the cross border payments market. Now it is time for public competitor #2: INTL FCStone That is not a typo; that is the name of a public US company (INTL) engaged in cross border payments (among many other...
by Robert Solomon | Mar 10, 2015 | B2B Software, Electronic Payments, Supply Chain Automation, Supply Chain Finance
My previous post on global payments attempted to convince you that the cross-border segment of global payments is fast-growing and has an attractive profit pool. In this post, I focus on the challenge of cross border payments and the first of two public companies...
by Robert Solomon | Mar 7, 2015 | B2B Software, Electronic Payments
I love businesses with a simple goal to replace paperwork (e.g., postage, paper and workflow) with electronic transactions. This includes e-procurement, e-invoicing, and e-payments in both the business and consumer worlds. These businesses are easy to love because:...
by Robert Solomon | Feb 27, 2015 | B2B Software, Indirect Spend, Procure to Pay
I try not to blog much about indirect spend procure-to-pay suites (e.g. Ariba, Sciquest, Verian, Coupa, and many others). (Indirect spend being the stuff bought and consumed by a company, not its customers.) But a quick look at the Wall Street Journal this morning...
by Robert Solomon | Feb 24, 2015 | B2B Software, E-invoicing, Supply Chain Finance
In 2013, after Tungsten Corporation acquired OB10 (a leading European e-invoicing provider), bought a bank, and went public with a market cap of £225 million, I wrote that this grand experiment would be fun to watch. It has been even more fascinating than I expected....
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