by Robert Solomon | Jun 9, 2021 | B2B Software, Marketplaces, Matchmaking, Supply Chain Finance
Xometry, a marketplace for buyers and suppliers of manufactured parts filed to go public. It’s an intriguing business in a hot space as indicated by: 76% revenue growth for the year ended March 2021 and the attraction of competition from Kreatize, Zetwerk,...
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 | Apr 20, 2021 | B2B Software, Payments, Retail
Squarespace, a provider of software for creating websites filed to go public via a direct listing. I’ll quickly cover the impressive topline numbers in the company’s S-1 and then delve into its efforts to move into commerce offerings. Squarespace Topline...
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