by Robert Solomon | Mar 25, 2015 | B2B Software, Enterprise Software, Healthcare, Industry Concentration
Right now, value investing in enterprise SaaS is like “jumbo shrimp”, “Kentucky senior”, or “random order”— an oxymoron. SaaS companies sell on the basis of top-line growth rates—not much else matters. If investors believe current growth rates can be sustained,...
by Robert Solomon | Jan 15, 2015 | B2B Software, Behavioral Economics, Ecosystem, Enterprise Software, Key Success Factors
A critical metric used to judge B2B SaaS, and especially platform businesses, is their renewal rate among users. (Or 1- minus the churn rate.) This number is important because every investor knows it is impossible to build a great business if a company spends its...
by Robert Solomon | Jan 13, 2015 | Enterprise Software, Healthcare, Insurance
I feel compelled to cover IPOs of Enterprise software companies that have a network or platform element. Connecture (CNXR), which went public in December is almost one of these companies–but not quite. Connecture is certainly an enterprise software provider,...
by Robert Solomon | Dec 23, 2014 | Collaborative Project Management, Enterprise Software, Matchmaking, Supplier Credentialling, Supply Chain Finance
One of the nine value propositions of B2B platforms I have written about least is #8: Collaborative Project Management. I have always been troubled by three aspects of these type of platforms that are designed to facilitate inter-company interaction on a complex...
by Robert Solomon | Dec 2, 2014 | B2B Software, Enterprise Software
A while back I posted a piece (here) about the fairly common practice among inside sales people on LinkedIn of using pictures of attractive, young women to entice folks like me to connect my network to theirs. (That wording sounded worse than it was supposed to.)...
by Robert Solomon | Oct 21, 2014 | B2B Software, Enterprise Software, GRC
Workiva? It sounds like the love child of Workday and Kiva Systems, but it is not. You have likely never heard of Workiva for three reasons: In July of this year it changed its name from Webfilings It is headquartered in Ames, Iowa, which is quite nice, but...
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