by Robert Solomon | Jan 10, 2024 | B2B Software, Financial services, Industry Big Data, Marketplaces
The latest controversy around Carta, the equity management software company, has been a soap opera. There is excellent coverage from Dan Primack on Axios here and here. After summarizing the breathtaking timeline, I provide a few observations: Carta Background Most...
by Robert Solomon | Aug 30, 2023 | B2B Software, Ecosystem, Marketplaces, Retail |
Well, at least two B2B SaaS IPOs are back: Klaviyo and Instacart. Klaviyo A couple of years ago, I would have done an S-1 teardown of Klaviyo, but these days, great S-1 teardowns are often readily available. You can read the details about Klaviyo, a Martech company,...
by Robert Solomon | Aug 28, 2023 | B2B Software, Marketplaces, Travel |
I love it when businesses, especially two-sided marketplaces, compete simply on the basis of a different business model. I’ve written about several examples: HomeAdvisor versus Angie’s List AirB2nB vs. HomeAway Chep in pallets I have also implemented...
by Robert Solomon | Feb 23, 2021 | B2B Software, Foodservice, Hospitalty, Logistics, order to cash
Olo, a multi-sided platform for the chain restaurant industry filed its S-1 last week. It is a fascinating business in a dynamic market–online food ordering and delivery. Olo’s numbers are gaudy: 94% Y/Y revenue growth 120%+ Net Revenue Retention 81%...
by Robert Solomon | May 9, 2017 | B2B Software, Pricing, Supplier Credentialling
Established in 1995, Angie’s List was the pioneer in the home services marketplace. Home Advisor (IAC) announced last week it is acquiring Angie’s List (ANGI) for more than $500 million. (This price represents a 44% premium over Angie’s...
Recent Comments