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...
by Robert Solomon | Feb 23, 2021 | B2B Software, Foodservice, Hospitalty, Logistics, order to cash
Olo, a multi-sided platform for the chain restaurant industry filed its S-1 last week. It is a fascinating business in a dynamic market–online food ordering and delivery. Olo’s numbers are gaudy: 94% Y/Y revenue growth 120%+ Net Revenue Retention 81%...
by Robert Solomon | Feb 22, 2021 | B2B Software, Financial services, Marketplaces
It’s no surprise that there are too many investment marketplaces to name. After all, marketplaces tend to thrive in markets that are: Volatile Varied Fragmented on both sides The world of investment management certainly meets these requirements. In the US...
Recent Comments