Superstep Capital的动态

Arrowpoint Advisory’s TMT sector team has advised AccountsIQ, the leader in cloud-based accounting software for mid-market businesses, on its acquisition of ExpenseIn, a prominent expense management platform to expand its finance suite, empowering CFOs with integrated financial and expense management solutions. Headquartered in Dublin, AccountsIQ has a proven track record of delivering results for mid-market companies. With over 100 employees and more than 35,000 users worldwide, the company has become a trusted partner for businesses looking to modernise their financial operations. Since receiving investment from Axiom Equity in June 2024, AccountsIQ has been on an ambitious growth trajectory. The company has launched cutting-edge product features and expanded its team with world-class talent to strengthen its market position. The acquisition of ExpenseIn is a natural next step, aligning with its vision to expand beyond traditional finance functions and deliver more value to the office of the CFO. Ian Guilfoyle, Director at Arrowpoint Advisory, who led the deal commented: “We are delighted to have supported AccountsIQ and Axiom on this exciting acquisition. The deal further strengthens AccountsIQ’s position within the mid-market. We look forward to seeing both businesses continue to scale as they deliver much needed cloud solutions to the mid-market.” For further insights about the deal, please read here: https://lnkd.in/g-8wHcpt #softwaredevelopment #privateequity #mergersandacquisitions

???????? ?????????????? ???? ?????? ?????????????????? ?????????????????????? ???? “????????????” ???? ?????????????? Lucanet's acquisition of Causal marks a strategic move to strengthen its financial planning capabilities by bridging gaps in operational planning. This acquisition is part of a trend in the CPM (Corporate Performance Management) market toward functional consolidation, with vendors aiming to offer integrated solutions. Lucanet’s expansion adds Causal’s agile, cloud-based planning tools to its portfolio, appealing to mid-sized firms seeking unified financial and operational planning solutions. However, while this acquisition promises benefits, challenges like integration complexity and adapting to larger organizational needs remain. The competitive landscape, particularly in Central Europe, is heating up with both local and global players. Read the full comment by BARC analysts Christian Fuchs and Robert Tischler here: https://hubs.li/Q02WPTs40 #M&A #Planning #Finance #Software #CPM

?? Unlocking Efficiency in Private Equity: Anaplan + Workiva Integration ?? As private equity firms face increasing complexity in managing portfolio performance, financial planning, and reporting, leveraging the right technology is more critical than ever. That’s where the synergy between Anaplan and Workiva comes into play. Here’s how these platforms work together to drive value for private equity teams: ?? Enhanced Portfolio Performance Tracking Anaplan centralizes real-time data from portfolio companies, enabling robust scenario planning and performance analysis. Workiva then transforms this data into investor-ready reports, ensuring transparency and compliance. ?? Streamlined Financial and Fund Reporting Anaplan’s dynamic financial modeling integrates seamlessly with Workiva's reporting capabilities, simplifying fund-level reporting and aligning outputs with industry standards like ILPA templates. ?? ESG Reporting Made Easy With ESG metrics becoming a priority, Anaplan tracks and models data aligned with frameworks like GRI and SASB. Workiva takes it from there, producing polished, audit-ready ESG disclosures for stakeholders. ?? Workflow Automation and Risk Management Automating workflows between these platforms reduces manual errors and ensures risk management and compliance documentation are always accurate and accessible. ?? The Bottom Line By combining Anaplan’s planning power with Workiva’s reporting expertise, private equity firms can deliver faster insights, improve collaboration, and build trust with investors. Curious to learn more about how this integration can benefit your team? Let’s connect! #PrivateEquity #Anaplan #Workiva #DigitalTransformation #ESG #PortfolioManagement

Great News ...... Abu Dhabi sovereign wealth fund buys stake in US software group Qlik https://lnkd.in/gXmyF5VQ Abu Dhabi’s sovereign wealth fund is buying a large stake in data analytics software company Qlik at a valuation of about $10bn, as appetite grows among Middle Eastern investors for businesses owned by the world’s biggest buyout groups. The Abu Dhabi Investment Authority (Adia) will invest about $1bn into Qlik as part of a deal that will see its private equity owner Thoma Bravo sell on the US-based software group among its other funds, according to three people briefed on the matter. Adia’s investment will be announced later on Monday. #qlik #Data #Growth

?? Celebrating the Season & Success! ?? As we embrace the holiday spirit, let’s take a moment to celebrate the achievements that define FP&A Strategy. Under the visionary leadership of our CEO, James Myers, we’ve transformed finance operations for countless organizations, helping them optimize FP&A solutions and unlock the full potential of their Anaplan investments. James’s expertise in forecasting, scenario planning and data reconciliation has empowered businesses to make smarter, data-driven decisions. This holiday season, we’re grateful for the milestones we’ve achieved and excited for the growth and innovation ahead in the new year. At FP&A Strategy Consulting, we believe in making the most of your tools. If you’re leveraging Anaplan, regular health checks are essential for success: 1?? Unbiased Evaluation to spot opportunities and gaps. 2?? Enhanced Performance with finely-tuned models. 3?? Reliable Data Quality for better decision-making. 4?? Improved User Experience to boost adoption. 5?? Future-Proof Solutions that scale with your business. Let’s set the stage for even greater success in the coming year. Wishing you a Merry Christmas and a Happy New Year in advance! ?? #FinanceTransformation #FPAStrategy #JamesMyers #Anaplan #Innovation #Growth #ROI

Growth Equity and Private Equity firms are significantly investing in technology and Software-as-a-Service (SaaS) companies. Jennifer Brook Botfield, Director and Global Head of Interim & Consulting at RENOIR, explores this trend in her latest article, emphasising the indispensable role of interim CFOs. She illustrates how these CFOs, with their unique expertise in private equity and deep understanding of the SaaS model, are key to managing the financial complexities and driving the success of high-growth firms. Learn more about the strategic impact of interim CFOs from Jennifer's insights here: https://lnkd.in/g5FYW_3n #privateequity #venturecapital #interim #CFO #SaaS

OneStream Software IPO’d last week at a valuation of $4.6B at the price of $20 a share. For those of you not keeping track, this is only the third IPO since December 2021 (??). It was a good IPO indeed, so let’s dig in a bit. OneStream is a software suite from the Corporate Performance Management (CPM) category, also known as Enterprise Performance Management (EPM). It focuses on planning and analysis while supporting processes such as closing and consolidation. CPM solutions never reached mass adoption. First introduced by Hyperion in 1981, they have not achieved widespread adoption due to their high cost, lengthy implementation, and user-hostile design. Until recently, these solutions were primarily used by large international corporations. Thanks to market volatility and the rise of modern planning solutions like Farseer, the dusty CPM category starts to look sexy. Two key factors driving OneStream's IPO success are: 1?? The Office of the CFO is one of the last areas to be automated, still relying heavily on Excel and manual processes. With increasing workloads and a shortage of skilled FP&A and Controlling professionals, there's a significant Total Addressable Market (TAM) for modern planning solutions. 2?? The CPM market is still dominated by legacy vendors like Oracle, SAP, Infor, and IBM, who do not prioritize planning. This creates a huge opportunity for challengers like OneStream, Farseer, and Pigment. What’s interesting in the OneStream story? ?? It’s a great example of a company with <$500M in ARR doing a successful IPO ?? The company was founded in 2010 - SaaS is a marathon, not a sprint. ?? They reached Unicorn status while bootstrapped. Not taking a single investor dime for 8 years. ?? CEO & co-founder?Tom Shea co-founded UpStream Software, which Hyperion acquired (then Oracle) in 2006. This probably explains the bootstrapping, at least in part. ?? OneStream went from $100m ARR in 2020 to $200m in 2021, $300m in 2022 and $450m in 2023. ARR growth has slowed to 34% YoY, but this is still a remarkable streak. ?? OneStream is a sticky product that also expands licenses on the existing customer base (98% GRR and 118% NRR) ?? OneStream has 1,423 customers which means their average deal size is around $337k. This is the real enterprise. In the enterprise land, the sales cycles are long, but the deals are big and churn is negligible. It will be interesting to see OneStream's next moves after raising nearly half a billion from their IPO.

?????????????? ???? ?????????????? ?????????????? ???????????????????????? Anaplan has announced its acquisition of Fluence Technologies, a provider of cloud-native solutions for financial close and consolidation. This move aligns with Anaplan's strategic focus on enhancing its planning and performance management offerings, potentially broadening its capabilities in financial consolidation. Highlights: ?? The acquisition aims to integrate Fluence’s strengths in financial reporting into Anaplan’s cloud-based platform. ?? Anaplan expects to offer more comprehensive solutions to its existing base of over 2,000 customers and new prospects. ?? Immediate front-end integration is planned, with deeper platform unification anticipated in the medium term. For more detailed insights into this acquisition, refer to our analysis here: https://hubs.li/Q02w0Mmt0 BARC will continue to monitor this development and its impact on the financial software sector. Stay updated for further insights. #BARC #News #Finance #PerformanceManagement #CPM #Consolidation #planning

OneStream Software's recent S-1 filing is a positive signal for the EPM ecosystem. Check out the latest blog from Amvent where we cover the relevance and importance of OneStream's IPO filing and what it means for the broader planning technology landscape. Click here to read our latest article ? https://bit.ly/4675JL1

Managed services deliver more value for your money than the hidden costs associated with break-fix support. In today’s digitally driven business landscape, the decision to partner with a managed service provider is more than a convenience —it is strategic. “Leaders who consider working with outsourcing providers for digital transformation have a greater chance of meeting cost optimisation objectives while simultaneously securing finance technologies that accelerate digital agendas,” says Sanjay Champaneri, Senior Director Analyst at Gartner. Choosing a planning tool is a significant investment, but by implementing a managed service, you gain peace of mind knowing you are maximising your investment, gaining seamless on-going support, and improving the overall effectiveness. It also means rapidly incorporating Anaplan’s latest capabilities such as extensibility and integration improvements as well as updated features like workflow. The choice is pivotal, and Bedford’s managed service is your route to success. Come back tomorrow to meet a fantastic part of the team and find out some of the customers we are already supporting to master Anaplan. #managedservice #ongoingsupport #postimplementation #carebedford #bedfordconsulting #planwithanaplan