Two roommates, one apartment, zero users on launch day. Fifteen years later AppDirect runs the back end of B2B subscription commerce. @AppDirect - Featured on YesPress yespress.io/nicolas-desmarai…

@AlecStapp would love to see your 🇨🇦 list. Here's ours: 1. SpaceX — $1.25T 2. Tesla — $1.22T 3. OpenAI — $840B 4. Anthropic — $380B 5. xAI — $250B 6. Arista Networks — $185B 7. Uber — $153B 8. Databricks — $134B 9. Cloudflare — $67B 10. PayPal — $41.5B 11. Roblox — $39.6B 12. eBay — $39.4B 13. Safe Superintelligence — $32B 14. Slack — $27.7B 15. Groq — $20B 16. Moderna — $19.7B 17. Tableau — $15.7B 18. Aurora Innovation — $11.5B 19. Instacart — $10B 20. Notion — $10B 21. Neuralink — $9.7B 22. ConsenSys — $7B 23. The Boring Company — $5.7B 24. Lyft — $5.4B 25. Faire — $5.2B 26. Rigetti Computing — $5B 27. Arctic Wolf — $4.3B 28. Netskope — $4B 29. Clay — $3.1B 30. SoundHound AI — $2.7B 31. Tenstorrent — $2.7B 32. MaintainX — $2.5B 33. Side — $2.5B 34. Aven — $2.2B 35. EvenUp — $2B 36. Watershed — $1.8B 37. Tonal — $1.6B 38. AppDirect — $1.5B 39. Envoy — $1.4B 40. RefleXion — $1.4B 41. Slash — $1.4B 42. Enfabrica — $1.3B 43. Periodic Labs — $1.3B 44. BigID — $1.2B 45. Backstory — $1.1B 46. Substack — $1.1B 47. Airalo — $1B 48. BlueRock Therapeutics — $1B 49. CTRL-labs — $1B 50. New Relic — $1B

🔥 Weekly Ransomware Digest - Total 166 Victims Top Groups: Qilin - 36 victims The Gentelman - 15 victims Akira - 10 victims INC Ransom - 8 victims CMD - 8 victims DragonForce - 8 victims Play News - 7 victims CoinbaseCartel - 7 victims Genesis - 7 victims LockBit - 6 victims Top Attacked Countries: 🇺🇸 United States 🇬🇧 United Kingdom 🇩🇪 Germany Top Attacked Industries: 🏭 Manufacturing 🏥 Healthcare 🎓 Education Qilin led the week with 36 victims, including Appdirect, a cloud commerce platform. The Gentelman followed with 15 victims. Akira trailed with 10 victims. INC Ransom, CMD and DragonForce each struck 8 victims. Play News, CoinbaseCartel and Genesis each listed 7 victims. LockBit recorded 6 victims. Activity clustered in the United States; Australia, Spain, Thailand and the United Kingdom also appeared. Most attacks targeted Legal Services and Healthcare; Education, Manufacturing and Retail also featured.

🔥 Daily Ransomware Digest - Total 51 Victims Top Groups: The Gentelman - 10 victims Genesis - 7 victims Qilin - 5 victims Akira - 4 victims Lamashtu - 4 victims CoinbaseCartel - 4 victims INC Ransom - 3 victims Aur0ra - 3 victims Kairos - 2 victims Fulcrum - 1 victim Top Attacked Countries: 🇺🇸 United States (9) 🇬🇧 United Kingdom (5) 🇩🇪 Germany (4) Top Attacked Industries: 🏭 Manufacturing 🏥 Healthcare 🎓 Education The Gentelman led the day with 10 victims, including Qatar national broadband, a telecom provider. Genesis followed with 7, listing Casino gaming commission, a regulatory body. Qilin struck 5 times, including Appdirect, a technology platform. Akira, Lamashtu, and CoinbaseCartel each listed 4, with CoinbaseCartel noting Jozef stefan institute (IJS), a research institute. INC Ransom and Aur0ra each posted 3. Kairos listed 2, including Ayuntamiento de valdemoro, a Spanish municipal government. Fulcrum listed avnet, a global technology distributor. Activity heavily concentrated in the United States with 22 attacks. The United Kingdom followed with 4, while Mexico and Thailand each saw 3. Manufacturing, Legal Services, Retail, and Real Estate each recorded multiple attacks.

The “Bowtie” GTM tech stack is severely underrated. There are 7 steps, and here are our favorite tools for each: 1️⃣ Awareness Outbound: Instantly(.)ai, HeyReach, Clay, Apollo(.)io Content: MagicPost, Ordinal, Jungler, Figma Ads: Fibbler, ZenABM, Factors(.)ai, HockeyStack Partnerships: AppDirect, Claude, Limelight, ChatGPT 2️⃣ Education Lead Magnets: beehiiv, HubSpot Lead Enrichment: Findymail, BetterContact GTM Orchestration: Clay, Claude Code 3️⃣ Selection Website Visitors: Apollo(.)io, RB2B Email Flows: Customer(.)io, ActiveCampaign Website Content: Webflow, Strapi 4️⃣ Mutual Commit Deal Rooms: Qwilr, Aligned AI Notetaker: Ergo CRM: HubSpot, Salesforce 5️⃣ Onboarding User Activation: SmartBear (Swagger), YouTubeq CDP: Twilio Segment, Hightouch Contracts: PandaDoc, DocuSign 6️⃣ Retention Product Analytics: Mixpanel, Amplitude Lifecycle Marketing: Customer(.)io, ActiveCampaign Customer Support: Intercom, Pylon 7️⃣ Expansion Referral Programs: Rewardful, Tolt Reviews: G2, TrustRadius Community: Discord, Slack Bookmark this for your next tech stack evaluation.

🚨 Ransomware Alert: 🇨🇦 AppDirect (appdirect.com), a Canada-based software & cloud services marketplace company, has reportedly fallen victim to the Qilin ransomware group. 🔎 Key Details: 👥 Threat Actor: Qilin 📅 Reported on: 11-05-2026

Don’t miss the next $CSCO Cloud AI communications infrastructure are it. The stack is evolving fast… and smaller players are taking share. I give you Crexendo ($CXDO) Up strong recently with massive volume expansion ~1M shares traded vs ~150K avg (5–7x surge) Breaking out of a multi-year base Ps I’ll reply to everyone later haha Only ~$200M market cap vs giants: Cisco → ~$200B Microsoft → ~$3T RingCentral → ~$10B T-Mobile US → ~$200B ~$68M FY2025 revenue ( 12% YoY) Targeting ~$97M in 2026 (~40% growth) Q4 revenue: $18.1M ( 11% YoY) Adj EPS: ~$0.09 (beat) ~17% EBITDA margins (profitable scaling) 10 consecutive GAAP profitable quarters ~$31M cash ~$89M backlog (strong forward visibility 👀) Same category: Communications infrastructure ➝ voice, UCaaS, mobile integration, AI $CXDO is earlier… but that’s where asymmetry is Same playbook: Legacy telecom ➝ cloud-native AI-driven communications What $CXDO does that others don’t: Concurrent-call pricing (cheaper, more flexible vs per-seat) Channel-first distribution (resellers scaling fast) NetSapiens platform (white-label highly customizable) AI layer (CAIRO) → boosting revenue per customer SMB partner focus (where giants are less focused) 👉 Profitable growing microcap = rare combo 👀 Recent catalysts: ESI acquisition (~$26M revenue) → instant scale Adds ~75K seats 6K customers Partnerships (AppDirect, Pronto Mobile) Marketplace rollout → monetization flywheel Financials: ~$11.2M adj EBITDA ~$5.1M GAAP net income ~$9.3M operating cash flow Analyst targets: ~$8–$12 (avg ~$9.40) Near-term small scale… but early innings This is like buying Cisco before it dominated enterprise networking If $CXDO captures even a fraction of the UCaaS cloud comms market… upside is there $CSCO $MSFT $TMUS $RNG $MSFT $INTC $SNDK $NVDA $EBAY $AMD $ANET $IREN $SMH $SOXS This is a high-risk, high-reward communications AI infrastructure bet Next-gen comms = cloud software AI layer Peep the playtime pics 1:30 till overnight starts let’s see where we go x fam

Quick Fire 🔥 with Kolawole Bekes Kolawole Bekes is a Database Administrator, Database Reliability Engineer, and DevOps Engineer with over a decade of experience spanning multiple industries. He holds a Bachelor’s degree in Mathematics from the University of Abuja. Following his relocation to the United States in 2015 and subsequently to Canada in 2017, he has built a career working with organisations such as Microsoft, AppDirect, WorkJam, Sunwing Airlines, Agio, and Big Fish Games. techcabal.com/2026/04/24/qui… He is also the founder and chief executive officer of WakaMi, an on-demand errand service platform focused on delivering reliable and efficient errand solutions to Nigerians both locally and in the diaspora.

AppDirect just bought Toronto's PartnerStack. Sixth acquisition in 10 months. Canadian B2B commerce is quietly consolidating while everyone watches AI. Partner led distribution is becoming one of the strongest moats in SaaS. Toronto team stays put.

PartnerStack joins AppDirect. Not an exit. A convergence. Find out more what it means for B2B partnerships 👇 affiversemedia.com/partnerst… #AffiliateMarketing #B2B #Partnerships

We’ve updated our story with more commentary and details on the acquisition, including that @partnerstack’s 110-person team has joined @AppDirect via the $150-million-plus USD deal. #CDNtech betakit.com/appdirect-acquir…

SO crazy to hear this happened, wasn't expecting it at all. Also had no idea AppDirect was that large, gosh, feel like so much consolidation is happening now-a-days, a bit of a bummer. PLEASE NEVER SELL! WE NEED YOU TO STAY INDEPENDENT FOR THE FUTURE OF SAAS! 🥹

BAM 💥 🇨🇦 @AppDirect acquires Toronto base @partnerstack to build unified platform for partner-led growth. Big win for the 1,000 tech providers, 14,000 advisors, and 16 million subscribers supported by Appdirect today! 🙌 betakit.com/appdirect-acquir…

.@partnerstack was acquired by @AppDirect ! Having the chance to work with @BryndJones & @lukeswanek over the last 5 years has been a pleasure for myself and the @Whitecapvp team. Real scale, great execution and top tier people. betakit.com/appdirect-acquir… cc: @Whitecapvp

дык могут, я ж грю в appdirect мне на 40к больше дали, а эти на 20к меньше, типо как будто боженька издевается надо мной, типо вот тебе на выбор богатая но скучная работа, или бедная но интересная – выбирай :D

Let’s jump into Day 2 and talk about @cred_protocol Cred is building private credit and lending tools for businesses on @SeismicSys The goal is to help companies get quick loans and working capital without exposing sensitive financial data. → What Cred Protocol Does Cred helps businesses get funding while keeping everything private. It offers fast loans and working capital for companies that need money to grow. It also uses smart analytics to create private credit scores, so businesses can be evaluated without making their financial data public. All lending happens on-chain, but the information stays fully private. → The Team Cred is led by Julian Gay, a repeat founder who previously sold his last company to AppDirect. The project is also backed by Alliance, which supports early-stage startups. → The Privacy Advantage Things like credit scores, loan amounts, and business finances are extremely sensitive. Most blockchains make this data public, which doesn’t work for real lending. Cred chose Seismic because it allows these financial activities to happen on-chain while staying private. Tomorrow we’ll explore another project on Seismic, Blend.

Every SDR I talk to is wondering whether they still have a job in 2 years. And the problem is they might be right. Lovable hit $100M in ARR in 8 months. Cursor passed $100M in 12 months. I asked @Danielsaks, the founder of Landbase and AppDirect, whether AI platforms will eventually replace humans. His answer was blunt. 80% of the SDR job will be automated. Anything a human does in front of a computer screen with a mouse will eventually be done better by an agent. But that does not replace the need for trusted human relationships. Understanding pain points and reading between the lines on a call is something an agent cannot fake. Humans will be more important in the AI era. They will just be focused on building relationships instead of handling admin work

Daniel Saks started AppDirect at 22. The company is now worth multiple billions. My co-founder and I interviewed him in person. Where he gave away SO much value around hot topics like: • The agentic AI era • Co-founder dynamics • Hiring & team building ...and a whole lot more. Want the full podcast episode? Comment: “POD” And I’ll DM it over to you. (must be following)

Seismic is growing fast, and it’s honestly impressive. We’re seeing top founders from Morgan Stanley and AppDirect building real tools here. From private credit with Cred to global accounts with Via and Specie, this ecosystem is more than just hype now @SeismicSys

True exposure may be higher than reported. We analyzed every loan in Hercules' most recent 10-K and found companies categorized outside of software that are explicitly software businesses. Houzz — homepage: "Powerful software for construction and design" — classified under "Consumer & Business Services." AppDirect — "the leading platform for selling, buying, and managing recurring technology services" — also not software, according to Hercules.