Transaction · Vertical SaaS Payments · 2021

Bill.com / Invoice2go 2021

Bill.com acquired Invoice2go for $625M on September 1, 2021.

Target
Invoice2go
Acquirer
Bill.com
Deal value
$625M
Deal type
Mixed
Announced
September 1, 2021
Sub-sector
Vertical SaaS Payments

Transaction overview

  • Bill.com announced the acquisition of Invoice2go on September 1, 2021, for approximately $625 million.
  • Consideration was structured as a mix of cash and Bill.com stock.
  • The deal closed on September 1, 2021, concurrent with announcement.
  • Invoice2go is a mobile-first invoicing and payments app targeting freelancers and small businesses.
  • Invoice2go reported roughly 226,000 subscribers at the time of the deal.
  • Bill.com operates a cloud-based financial operations platform for small and midsize businesses.
  • The acquisition extended Bill.com's reach into the solo-operator and micro-business segment.

Why it matters

  • The deal brought Bill.com into direct competition with Square and PayPal for freelancer and micro-business payment workflows.
  • Invoice2go's mobile-first user base gave Bill.com a distribution channel outside its traditional mid-market SMB focus.

Strategic rationale

Bill.com adds mobile-first AR and invoicing platform for solopreneurs and microbusinesses, extending its SMB footprint downmarket.

Deal terms & multiples

Deal value
$625M
Target revenue
Not disclosed
Target EBITDA
Not disclosed
EV / Revenue
Not disclosed
EV / EBITDA
Not disclosed
Announcement
September 1, 2021
Close date
September 1, 2021
Acquirer
Bill.com (Strategic)
Target HQ
United States
Deal type
Mixed
Consideration structure
Mixed cash and stock; approximately $625 million total
Regulatory status
Closed; no material regulatory conditions publicly reported
Acquirer ticker
NYSE: BILL

About Invoice2go

Invoice2go is a mobile-first invoicing and payments application founded in 2002 and headquartered in Redwood City, California. The product lets freelancers and small business owners create invoices, accept payments, and manage basic business finances from a smartphone. At the time of acquisition, the company reported approximately 226,000 paying subscribers across more than 150 countries. Invoice2go had raised outside venture capital before the deal and operated as an independent company.

Founded
2002
HQ
United States
Prior funding
Approximately $50 million raised, including a Series B led by Ribbit Capital
Key metric
~226,000 paying subscribers at close

About Bill.com NYSE: BILL

Bill.com is a cloud-based financial operations platform for small and midsize businesses, founded in 2006 and headquartered in San Jose, California. The platform handles accounts payable, accounts receivable, and business payments, processing tens of billions of dollars in payment volume annually. Bill.com went public on the New York Stock Exchange in December 2019 under the ticker BILL. By mid-2021 the company had expanded through organic growth and acquisitions, including the $1.7 billion purchase of Divvy in June 2021.

Founded
2006
Ticker
NYSE: BILL

Frequently asked questions

How much did Bill.com pay for Invoice2go?

Bill.com paid approximately $625 million in a mix of cash and stock. The deal was announced and closed on September 1, 2021.

What does Invoice2go do?

Invoice2go provides a mobile-first app for freelancers and small businesses to create invoices and accept payments. It operated in more than 150 countries at the time of the acquisition.

Why did Bill.com acquire Invoice2go?

Bill.com targeted the solo-operator and micro-business segment, which sat below its existing SMB customer base. Invoice2go's ~226,000 subscribers provided an established mobile distribution channel.

When did the Invoice2go deal close?

The acquisition closed on September 1, 2021, the same day it was announced.

Was the Invoice2go acquisition Bill.com's only major deal in 2021?

No. Bill.com also acquired Divvy, a spend management and corporate card platform, for approximately $1.7 billion in June 2021.

How many subscribers did Invoice2go have at the time of the acquisition?

Invoice2go reported approximately 226,000 paying subscribers across more than 150 countries at the time of the deal.

Sources