by Robert Solomon | Dec 19, 2022 | B2B Software, Logistics, Marketplaces, Payments, Supply Chain Automation
Just when you thought B2B software SPACs were so last year, along comes another one, Freightos, an international shipping platform. If you are interested in SPACs, the freight industry, or marketplaces, I highly recommend the company’s recent SEC Filing. The...
by Robert Solomon | Dec 11, 2022 | AP Automation, B2B Software, Payments, Pricing |
I love a story about how a company dominated its industry primarily by changing its business model. (See here and here.) Ticketmaster, which has been in the news lately, has such a story buried in its past. The Prior Business Model: Ticketron ...
by Robert Solomon | Aug 8, 2022 | B2B Software, Payments |
Plastiq, an SMB payments provider announced it is going public via SPAC. Because it’s a SPAC, not a traditional IPO, there is a lot to decipher. I’ll do my best. Plastiq began as a consumer business and pivoted to SMB B2B. The company’s...
by Robert Solomon | May 23, 2022 | B2B Software, Marketplaces, Payments, Valuation |
Between December 2019 and mid-2021 a passel of software platforms went public via IPO (and SPAC). Over that time span, I blogged about nine of them. In chronological order they were: Bill.com (BILL) Selectquote (SLTQ) Vroom (VRM) Billtrust (BTRS) AppLovin (APP)...
by Robert Solomon | Dec 13, 2021 | B2B Software, order to cash, Payments, Procure to Pay
Another Source-to-Pay and Order-to-Cash company going public, this time via SPAC: Corcentric. As I pointed out recently, stocks in this segment are enduring a correction, but that is not scaring away Corcentric. Corcentric Background If you are not familiar with...
by Robert Solomon | Sep 20, 2021 | AP Automation, Payments
Avidxchange, one of the biggest and oldest players in AP automation (it started in 2000) filed to go public. Competitors include: Mineral Tree (to be acquired by Global Payments for $500M) Tipalti (which recently raised $150M at a reported $2 billion valuation)...
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