by Robert Solomon | Nov 19, 2024 | B2B Software, Construction, Industry Concentration |
ServiceTitan filed to go public yesterday. Finally, an exciting IPO for those who follow vertical SaaS and B2B software! ServiceTitan Background You likely know ServiceTitan, so I will briefly describe it. It’s one of those canonical vertical SaaS companies,...
by Robert Solomon | Mar 3, 2020 | B2B Software, Construction
Procore filed its S-1 to go public last Friday. Procore started as a collaborative project management platform and added additional functionality from there. Already there are some very good S-1 “teardowns” available on this vertical SaaS platform. See...
by Robert Solomon | Jan 27, 2020 | B2B Software, Construction, Procure to Pay, Supplier Credentialling
Please sing that title to the tune of the Beach Boys’ “California Girls.” Apologies to the Beach Boys, but I really do wish all private enterprise SaaS companies were UK-based. The UK requirement for private companies to file their audited...
by Robert Solomon | Dec 17, 2017 | B2B Software, Collaborative Project Management, Construction, Oracle, Valuation
Oracle announced it is buying another construction software company, Aconex, for about $1.2 billion or AUS$1.5 billion. It’s safe to say Oracle loves construction software as it has previously purchased Primavera, Skire, and Textura. A Stock That Followed...
by Robert Solomon | Mar 20, 2017 | B2B Software, Collaborative Project Management, Construction, Payments, Regtech
Recently, I wrote a post about the opportunities created for enterprise SaaS companies from new regulations, a.k.a. Regtech (see here). The CBInsights Regtech market map in that post includes a company called zlien. (H/T to Ben Bianchino from EML.) Zlien is listed as...
by Robert Solomon | Jan 17, 2017 | B2B Software, Construction, E-invoicing, Electronic Payments
A great way to conceive of a new B2B platform is to consider a simple question: What ubiquitous business document exists today primarily in paper or PDF form? If this business document is mainly paper (or an image), there is likely an opportunity in digitizing, or...
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