by Robert Solomon | Jun 13, 2018 | Electronic Payments, Payments
Payments businesses are having a moment: Adyen, Stripe, Square, Evo Payments, Ant Financial, the list goes on and on. Most of those companies are getting their fair share of press. But, “hidden” payments businesses abound. Sometimes payment companies...
by Robert Solomon | Oct 30, 2017 | B2B Software, Electronic Payments, Healthcare, Media
Two recent articles reminded me how important it is to “follow the money” when understanding software platforms. Many software platforms have a “free” (or subsidized) side and a “money side”. The money side is where the revenue...
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...
by Robert Solomon | Jul 14, 2016 | B2B Software, E-invoicing, Electronic Payments, Payments
If you are a normal human being, your response to that headline should be “Who bought who?”. If you are a B2B Commerce nerd, your response might be: “that was so last month, where have you been?!” I’ll assume most of you lean towards...
by Robert Solomon | Jun 6, 2016 | B2B Software, E-invoicing, Electronic Payments, Healthcare, Insurance
A couple of weeks ago, Cotiviti Holdings went public breaking a long enterprise software and services IPO drought. Never heard of Cotiviti? Me neither, until the IPO. But once I looked into Cotiviti I realized the company is involved in businesses many of you...
by Robert Solomon | May 13, 2016 | B2B Software, Collaborative Project Management, Construction, Electronic Payments, Industry Cloud
The recent news that Oracle is buying Textura for $663 million, or $26 per share was a surprise, but not a huge one. Several alert readers (and smart investors) had recently prompted me to reexamine Textura when its stock recently hit a low of about $13 per share....
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