Checking into Hotel Management Software

This is the first report in our vertical software series. Our first stop is travel technology – and based on our analysis, we believe hotel management software represents an interesting opportunity for growth investors.

In this report, we outline why and aim to achieve four things:

1. Size of the market opportunity
2. Outline different business models and capital formation
3. Dissect recent strategic M&A objectives, and
4. Provide our view on the valuation environment

Our conclusion is simple. We believe there is potentially a long growth trajectory within hotels, alternative accommodation and experiences. In our view, growth is expected to benefit from tailwinds in travel and the continued shift to cloud-native software applications. And pertinently, category leaders and technological disruptors may raise equity capital, as they continue to penetrate a global market opportunity worth over US$10 billion.

To read more, download the PDF report