The Nine Value Propositions of B2B SaaS Platforms: 4th Edition
The Nine Value Propositions of B2B SaaS Platforms: 4th Edition is now available for your reading pleasure. Pleasure is a relative term.
Navan IPO
Navan filed to go public last week. It’s a travel management company, expense management software provider, and a travel payments company.
Intuit Investor Day 2025
Intuit investor day was held last week. It’s a great chance to get the pulse of SMB software and the impact of AI on cloud providers.
Another Public B2B Payments Provider, AvidXchange, Takes at Hit
A couple of weeks ago, Bill.com and WEX, B2B payments providers disappointed with their guidance and their stocks took a hit. This past week was AvidXchange’s turn.
Last Week Was Tough on Two Public B2B Payments Providers
Last week was brutal for two public B2B payments providers, Bill.com and WEX. Both businesses are growing more slowly and facing mix issues.
ServiceTitan S-1
ServiceTitan, the operating system for trade contractors, filed to go public. It will join the list of large, vertical SaaS public players.
Waystar IPO
Waystar, a healthcare software and payments company, filed to go public last October and will probably hit the market this week.
A Flurry of Action in Vertical B2B Software
There’s renewed action in vertical B2B SaaS. Avetta, Buyer’s Edge Platform, Model N, Ibotta, and UL Solutions all have announced transactions.
KKR to Acquire MDF Commerce
KKR is acquiring MDF Commerce in a take private transaction. It looks like a good deal for everyone, including shareholders.
