The only way (95%+) companies selling to enterprises survive are if they get bought by a bigger platform and the sales force of the bigger platform just has to sell an extra line item. If you want to make money, track companies that have sales and marketing expenses same order / same / higher than revenue and then create a synthetic index of these companies (they need to have sold something like $1BN in license in aggregate over time - maintenance stream and you confirm that the pig can be sold somehow) . most will be eventually sold at a premium to their traded price.