by Robert Solomon | Jan 7, 2016 | B2B Software, Enterprise Software, Industry Cloud, Insurance, Veeva, Vertical Cloud
First Came Veeva Veeva (VEEV) is a beautiful Enterprise software company I blogged about over three years ago, just before they went public (see here). Veeva verticalized Salesforce’s CRM using the Salesforce1 Platform (nee Force.com platform). Using the...
by Robert Solomon | Sep 29, 2015 | B2B Software, Enterprise Software, Indirect Spend, Procure to Pay |
I had become bored with eProcurement. The technology was more than 15 years old and the whole category, along with related categories, were well along in their “hype cycle” according to Gartner (my emphasis added). Ariba, had been purchased by SAP, Oracle...
by Robert Solomon | Sep 29, 2015 | Airlines, B2B Software, Electronic Payments, Enterprise Software, Financial services, Insurance, Payments, Public Sector, Real Estate
If you are interested in B2B software generally, you should be particularly interested in the Canadian B2B software industry. I’m not sure what is in the water (beer?) up there, but Canada has more than its fair share of interesting B2B software companies and...
by Robert Solomon | Apr 7, 2015 | B2B Software, Enterprise Software, Procure to Pay
I was not planning any more posts on Procure-to-Pay suites, but then Gartner issued their Magic Quadrant on the market. I felt compelled to revisit the topic in one, very simple way: through an investor’s lens. It is rare that so many key players in a...
by Robert Solomon | Mar 30, 2015 | B2B Software, Enterprise Software, Indirect Spend, Procure to Pay |
A couple of weeks ago, I blogged on the subject of valuations of public and private indirect procurement suites (here). Now, it appears there is a “new” kid on the block: Selectica (SLTC). Selectica announced this morning that it had acquired b-pack for...
by Robert Solomon | Mar 27, 2015 | B2B Software, Construction, Electronic Payments, Enterprise Software, Supply Chain Finance
In my last post, I covered the first two of five themes for value investing in Enterprise SaaS stocks–which should strike you as a bit of an oxymoron–and is. Nevertheless, here are the remaining three enterprise SaaS value investing themes: 3....
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