by Robert Solomon | Feb 18, 2014 | Uncategorised |
I’ve followed several hundred B2B platforms and multi-sided marketplaces for the past three years. Initially, I segmented these platforms by vertical industry or by the portion of the source to settle process they automated (see here). Over time, many of the...
by Robert Solomon | Feb 5, 2014 | Construction, Uncategorised
When facilities maintenance software attracts a $100 million investment, you know enterprise software is hot. Don’t get me wrong, facilities management software is a fairly interesting space (nerd alert), but I did not expect this level of love from PE firms!...
by Robert Solomon | Jan 21, 2014 | Uncategorised
In my year-end review, I promised to revisit Liquidity Services (LQDT) an online marketplace for surplus consumer and governmental goods and capital assets. As I mentioned in that post, LQDT’s stock is down since late 2011, but between then and now the stock...
by Robert Solomon | Dec 30, 2013 | Uncategorised |
Textura, a construction industry IC which I have written about previously had a rough week last week with its shares dropping from $41 to just under $30. A short-seller/research firm called CitronResearch published a report alleging “fraud, collusion, and...
by Robert Solomon | Dec 11, 2013 | CPG/Retail, Pricing, Uncategorised |
Pricing is one of the most important decisions a software platform can make. Which side of a multi-sided market to charge, how much to charge, and in what form are never-ending questions faced by Industry Cloud providers. These platform pricing decisions influence...
by Robert Solomon | Dec 5, 2013 | Uncategorised
Many SaaS companies are concerned about their ratio of services revenue to subscription software revenue. This was a constant discussion topic at Ariba, while I was there. And it comes up in many board meetings of PE and VC-backed companies. The thinking expressed...
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