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Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

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Story
Who Owns The Software That Runs Your Portfolio
Saas · Enterprise · Developer Tools

Who Owns The Software That Runs Your Portfolio

Planview sits inside a private-equity portfolio. Broadcom's Clarity sits inside a public company's earnings call. For anyone buying project portfolio software, that difference in ownership is the part of the pitch deck nobody reads out loud.

project-portfolio-management · ppm-softwareRead →
Story
The Feedback Economy Just Lost $5 Billion
Saas · Enterprise · Ai

The Feedback Economy Just Lost $5 Billion

Formstack quietly rebranded to Intellistack. Medallia handed its owners a $5 billion loss. The business of capturing what customers and employees tell you is being repriced - and AI is doing the repricing.

feedback-economy · experience-managementRead →
Story
Apryse Bought a Game Studio That Learned to Print Paperwork
Saas · Enterprise · Developer Tools

Apryse Bought a Game Studio That Learned to Print Paperwork

In April 2021 the document-tech firm then called PDFTron bought Windward Studios, a Colorado company that started making a strategy game in 1996 and ended up generating 10 million business documents a month. Here is how a pivot became an acquisition.

apryse · windward-studiosRead →