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...
by Robert Solomon | Apr 13, 2021 | B2B Software, Marketplaces
AppLovin makes its money in mobile games, in-app purchases (IAPs), and adtech. Three topics in which I have no interest. But I had to write about AppLovin for two reasons: a) it seems like a platform business playing among other platforms and b) it’s named...
by Peter Lugli | Mar 22, 2021 | B2B Software, Supply Chain Finance |
(Back by popular demand, another guest post from Peter Lugli, a veteran of Ariba, Amazon Business, and Prime Revenue. A supply chain finance expert with a sense of humor!) Post-Greensill II: Pondering the rise and fall of Ponderables Whoa, dude. In what we in Seattle...
by Robert Solomon | Mar 16, 2021 | Automobile, B2B Software, Marketplaces
ACV Auctions filed to go public. (Who says Buffalo, NY does not have a tech community?!) Its S-1 is a masterclass in building a marketplace. The S-1 should be required reading if you are building a B2B marketplace. I cannot do the business justice in one blog...
by Peter Lugli | Mar 11, 2021 | B2B Software, Supply Chain Finance |
In November of 2019, I noted that the Softbank Vision Fund had copiously invested in the early B2B payments market by investing in C2FO and Greensill. Back then I posed the question “Will the investments in C2FO and Greensill turn out to be more like WeWork or...
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