采购解决方案的技术资金违背了整体技术市场:估值现实(第2部分)[Pro]

采购技术评估 Pixabay

根据这些天的技术资金的角度,您的位置是糟糕的,要么(几乎)可以接受。确实不再有中间立场(在采购技术之外,它更加糟糕!)。

当然,总体上的估值是(当然),反映出更广泛的技术指数的下降,尤其是纳斯达克的整体,更具体地说是Coupa的股票价格从中低流行高中的股票下降。但是,如果您知道在哪里看,就会有亮点。正如Coupa最近宣布的股票回购计划向公司对近期机会的信心发出信心一样,较小的供应商也可以找到可以帮助他们驾驶聚集的暴风雨天气的选择的逆风。

Case in point, I’ve spoken to a lot of investors and owners recently, and while I can’t share names and individual case examples, I can share overall learnings about what is driving valuations in procurement technology — a market that, despite getting caught up in the overall downdraft, is still doing better than peers in other sectors, mind you! — and how to position your business best for a very different negotiation environment from that of the past three to five years.

在此支出很重要的情况下,我将分享那些渴望学期表和/或愿意接受坐落在频谱另一端的人(或低估值退出)的东西……

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