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)...
by Robert Solomon | Jun 24, 2021 | AP Automation, B2B Software, order to cash, Payments, Virtual cards
Centime is a cool company that came out of stealth mode this week. I’ve been talking to the founder for some time, but he’s finally unveiled the whole story. I need not tell you that cash flow is the lifeblood, and the leading cause of death, among small...
by Robert Solomon | Jun 2, 2021 | B2B Software, Marketplaces, Payments
This post is a little late in coming, as Payoneer announced it was going public in early February. It took me a while to turn my attention to this one. In addition, as with any SPAC, it takes a little more digging to find detailed financial information. As with my...
by Robert Solomon | May 18, 2021 | B2B Software, Payments, Virtual cards
Marqeta, a fintech that makes it easy for software companies to issue credit cards, filed to go public. There are already good S-1 teardowns available here and here. As a result, I’m not going to focus on the financials, I’m going to focus on two things:...
by Robert Solomon | Apr 20, 2021 | B2B Software, Payments, Retail
Squarespace, a provider of software for creating websites filed to go public via a direct listing. I’ll quickly cover the impressive topline numbers in the company’s S-1 and then delve into its efforts to move into commerce offerings. Squarespace Topline...
by Robert Solomon | Nov 16, 2020 | B2B Software, Electronic Payments, Foodservice, Key Success Factors, Marketplaces, Payments |
DoorDash filed for its IPO Friday. There are already great articles about the prospectus. I’m sure there will also be many financial “tear-downs”, so I’ll ignore the financial aspects of the IPO. Instead, I’m going to focus on the...
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