by Robert Solomon | Feb 10, 2025 | B2B Software, Payments, SMB Software, Travel, Valuation, Virtual cards |
Last week, two major players in B2B payments, Bill.com and WEX, reported earnings. The companies promptly lost 33% and 20% of their market capitalizations, respectively. Both companies lowered their guidance on topline growth and mentioned difficulties monetizing...
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 | Jul 7, 2020 | Tax Software, Valuation |
If you like a classic battle between an old school, on-premise software provider versus a cloud-centric, “Clayton Christensen” disruptor, look no further than the indirect tax software market. (Yes, indirect taxes, how’s that for exciting!) Vertex...
by Robert Solomon | Jun 16, 2020 | B2B Software, Valuation, Virtual cards
Each year the folks at Fast Company and CB Insights publish a list of the 50 companies CB Insights considers most likely to become unicorns. (See here.) CB Insights determines its 50 Future Unicorns 2020 List based on an algorithm they call Mosaic which you can read...
by Robert Solomon | Apr 1, 2020 | B2B Software, Healthcare, Payments, Valuation
Let’s start with a few disclaimers: Anyone who takes investment advice from me, probably ought to have their head examined. (Almost all of my money is invested in index funds and just two great professional money managers North Star Investments and Ariel...
by Robert Solomon | Nov 6, 2019 | B2B Software, Procure to Pay, Public Sector, Valuation
Behavioral economics teaches us that improving our decision-making processes requires looking back at our prior decisions. Now is a good time to review the companies I blogged about in the first half of 2019 to check-in on their progress. Scout RFP In January, I...
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