by Robert Solomon | Jan 8, 2014 | B2B Software, Industry Cloud, Vertical Cloud |
There are hundreds of vertical industry cloud providers and horizontal specialists in portions of “source to settle” process (e.g., supplier search, supplier credentialing, e-invoice, payment). Most industry cloud providers are specialists in both...
by Robert Solomon | Dec 27, 2013 | Automobile, B2B Software
One of the attractions of Industry Cloud providers and other multi-sided software platforms is the prospect of “network economies”, or “winner-take-all” outcomes. In simpler terms, as an industry cloud provider grows subsequent sales to either...
by Robert Solomon | Dec 20, 2013 | B2B Software, Consolidating Competition |
Among the Industry Cloud providers are a bunch that specialize in helping companies find contract laborers, freelancers, or even teams of people to perform outsourced tasks (crowdsourcing). These companies are true matchmakers, or marketplaces, in B2B, as they exist...
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 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. ...
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