CFO Talks

NOVEMBER 13, 2024

Achieving the Right Balance of Risk and Return in Corporate Investments When handling corporate investments, CFOs often face the balancing act between risk and return. Know Your Comfort Zone for Risk Before diving into investments, have a clear discussion with your board or executive team about your company’s tolerance for risk.

Investments 52

Investments CFO Economics Financial Modeling 52

CFO Plans

AUGUST 30, 2024

Leveraging technology to streamline accounting processes is no longer a luxury but a necessity. Discover how tech-enabled tools can transform your real estate accounting. The Challenges of Real Estate Accounting Real estate accounting is multifaceted, involving everything from property management to investment analysis.

Accounting 52

Accounting CFO Compliance Leverage 52

CFO Plans

MAY 30, 2024

Yet, many businesses struggle with the complexities of accounting, often leading to costly mistakes and missed opportunities. Discover how outsourcing accounting services can improve your financial health , enabling businesses to focus on growth while ensuring their financial health is in expert hands.

Compliance 52

Compliance Accounting CFO Manufacturing 52

Barry Ritholtz

OCTOBER 14, 2023

 This week, we speak with Graeme Forster, a director at Orbis Investments Ltd., We discuss the firm’s unique fee arrangement: For institutional accounts of $100 million and up, they pay a base fee 33% of outperformance versus the benchmark (and no management fee). which has $34 billion in assets under management.

Investments 70

Investments Benchmarking Startups Finance 70

Future CFO

AUGUST 3, 2023

Global VC investment dropped for the sixth consecutive quarter in Q2’2023 – falling from US$86.2 In Asia, VC investment fell for the 6th consecutive quarter, reaching only $20.1 The Americas accounted for the largest share of VC investment with $42.9 The Americas accounted for the largest share of VC investment with $42.9

Investments 52

Investments Concentration Startups Education 52

Future CFO

MARCH 14, 2024

Talent shortage among accounting staff continues to persist in many parts of the world including Southeast Asia, with the issue being most felt by small accounting firms that struggle to compete with the big accounting firms: KPMG , PwC , Ernst & Young , and Deloitte.

Accounting 98

Accounting Finance Financial Analysis Compliance 98

PYMNTS

OCTOBER 21, 2020

Swedish peer-to-peer (P2P) lending startup Lendify has secured $115 million in funding from Insight Investment, according to a Bloomberg report on Wednesday (Oct. Last year Insight Investment supported the digital lender with a 1.5 In the past, the startup was supported by P2P lending and institutional capital.

Startups 103

Startups Profit and Loss Investments Banking 103

PYMNTS

JUNE 26, 2020

Some startups focused on data aggregation to expand underwriting capabilities, while others operate platforms to facilitate financing. But it was a startup wielding the corporate card to enable digital lunch vouchers for employees that landed the largest round of the week. Utility account aggregation company Urjanet secured $14.65

B2B 115

B2B Startups Finance Accounts Payable 115

CFO Plans

SEPTEMBER 24, 2024

Comprehensive accounting solutions are the lifeboat, offering the essential tools and expertise to streamline financial operations. This post delves into how end-to-end accounting solutions can significantly enhance efficiency and drive growth for small businesses. It’s like having a tailor-made suit that fits your business perfectly.

Accounting 52

Accounting CFO Compliance Financial Reporting 52

PYMNTS

JULY 17, 2020

Several B2B FinTechs topped the list in Q2, however, including commercial card startup Brex, which raised $150 million, as well as global business account service provider Airwallex with $160 million and small business alternative lender Fundbox with a $200 million raise — the largest of the quarter. TradeDepot.

B2B 90

B2B Investments Accounts Payable Startups 90

CFO Plans

MAY 16, 2024

One of the most transformative tools available is SaaS-based accounting software. Here’s how SaaS accounting software is revolutionizing financial management and why it’s essential for CFOs. This is particularly beneficial for small businesses and startups that need robust accounting capabilities without the hefty price tag.

Accounting 52

Accounting Compliance Manufacturing Financial Data 52

PYMNTS

SEPTEMBER 24, 2019

San Mateo accounts payable automation startup Tipalti won $76 million in a funding round led by Zeev Ventures. The FinTech accounting firm will use the series D funds to grow the platform and its artificial intelligence (AI) tools that can read, process, pay and track invoices. . The startup targets mid-market firms.

Accounts Payable 49

Accounts Payable Startups Accounting Invoicing 49

PYMNTS

JANUARY 8, 2021

B2B FinTech startups have stepped into 2021 with a bang, as industry players raised more than $910 million in combined funding. And thanks to several nine-figure investment deals, BaaS, expense management, payroll and B2B eCommerce are now in the spotlight. Backers zeroed-in on a range of industries, including SMB banking and lending.

B2B 81

B2B Investments eCommerce Startups 81

PYMNTS

OCTOBER 23, 2020

And while investors targeted an accounts payable payments startup as well as another platform designed to help other startups understand their equity, a common theme this week was investment in risk mitigation capabilities. This week's B2B Venture Capital roundup saw more than $76 million in new funding.

B2B 63

B2B Startups Accounts Payable Compliance 63

PYMNTS

MARCH 13, 2018

Ripple , the blockchain payments company, is gearing up to invest in startups and technology firms that create more uses for its cryptocurrency XRP. In order to access the new offering, consumers must have a bank account, phone number or a QR barcode.

Startups 55

Startups Investments Banking Numbers 55

CFO Plans

SEPTEMBER 24, 2024

Unlocking the Power of Virtual Accounting Services for Small Businesses Virtual accounting services for small businesses provide access to high-quality financial expertise without the hefty price tag. Learn more about the benefits of virtual accounting. Explore cloud-based accounting solutions.

CFO 52

CFO Startups Tax Planning Accounting 52

PYMNTS

NOVEMBER 18, 2020

Global payments startup Veem is launching a new business-to-business (B2B) tool to simplify and automate domestic payments, the company announced in a Wednesday (Nov. even people who don’t have a Veem account. . The new investment will be used to further expand its global footprint as well as improve its tools and capabilities. .

B2B 109

B2B Startups Invoicing Accounting 109

The Finance Weekly

FEBRUARY 22, 2023

This includes raising capital, managing cash flow, accurately accounting for business activity, and forecasting future performance. However, they usually lack a strong financial background, and it's essential to have effective finance and accounting support for a business to thrive.

Startups 52

Startups Finance CFO Forecasting 52

PYMNTS

JULY 10, 2017

B2B payments startup PayStand announced new funding last week, but the investment is notable for more than one reason. Reports Friday (July 7) said PayStand was one of two startups that attracted financing from LEAP Global Partners’ first early stage venture capital fund, LEAP Partners I.

Startups 40

Startups B2B Investments B2C 40

PYMNTS

SEPTEMBER 24, 2018

Commercial card startup Brex is seeking unicorn status with its next funding round, The Wall Street Journal ( WSJ ) reported Friday (Sept. Brex, founded by two Brazilian entrepreneurs, emerged on the market as a FinTech issuing corporate cards to other startups. Adoption of commercial cards for a variety of use cases is on the rise.

Startups 70

Startups Valuation CFO Investments 70

CFO Plans

SEPTEMBER 24, 2024

Whether you’re navigating the complexities of scaling or seeking new investment opportunities, an outsourced CFO brings a wealth of experience to the table. Cutting-Edge Online Accounting Services for SMEs In today’s digital age, online accounting services for SMEs are indispensable.

CFO 52

CFO Startups Compliance Accounting 52

PYMNTS

JULY 19, 2019

The new fund of SoftBank Ventures Asia will invest globally in early-stage startups, with Asia being the cornerstone, Reuters reported Friday (July 19). Established in 2000, SoftBank has made a number of notable investments worldwide, including $1 billion in Germany’s Wirecard , $2.5 billion in U.S. billion in U.S.

Startups 61

Startups Investments Technology Numbers 61

PYMNTS

MARCH 9, 2020

London PropTech startup Goodlord appears to have turned its bad luck around with a new 10-million-pound ($13 million) Series B funding round, TechCrunch reported. Goodlord is planning to use the money to invest in engineering, product and customer-facing teams.

Startups 60

Startups Investments Banking Accounting 60

VCFO

MARCH 9, 2023

So how did Schoox move from a startup with a bold vision to a strong and rapidly growing organization with now more than 2,000 customers and 20 million learners around the world? Forming the Foundation The visits of Schoox Founder and CEO, Lefteris Ntouanoglou, to the U.S. market and build on its momentum. “We

Startups 58

Startups Leadership CFO Leverage 58

PYMNTS

APRIL 5, 2019

People who want to use UnionBank of the Philippines ‘s (UBP’s) new bitcoin ATM will need to have an account with the bank. However, users will need to use a UBP bank account — and show a government-issued ID — to exchange funds to and from the virtual currency.

Startups 53

Startups Investments Currencies Banking 53

PYMNTS

JULY 24, 2020

London startup mobile bank Revolut Ltd. Revolut is an app-based consumer bank account that allows customers to send and receive money and use built-in budgeting tools. In May, Revolut said it will integrate its products with Clear Books , which offers accounting software for small businesses.

Startups 102

Startups Foreign Exchange Valuation Invoicing 102

PYMNTS

JANUARY 15, 2021

For larger firms, investment in digital-first solutions took on a new priority to promote business continuity while professionals worked from home. As the head of financials at Proper, Lee said she views her role as vital to the success of the startup. Supply Chain Volatility. As a venture-backed company (the firm announced a $9.5

Startups 66

Startups Accounts Payable eCommerce Planning 66

PYMNTS

JUNE 29, 2020

Wealthfront , the online investment service firm, has added checking features to its app. The Palo Alto, California startup said the no-fee account is the company’s latest move to build a next-generation banking service that is branchless, automated and optimizes every dollar. percent interest rate. percent.

Accounting 60

Accounting Startups Banking Investments 60

CFO Share

SEPTEMBER 18, 2024

During that time, I’ve seen startups turn to zombies as they failed to raise VC funding, growth stumble as digital marketing turned upside-down, and small businesses struggle to pass price increases onto customers. That makes the next 12 months ideal for investing in small business growth.

Mergers and Acquisitions (M&A) 81

Mergers and Acquisitions (M&A) Startups Investments Sales 81

PYMNTS

SEPTEMBER 18, 2019

Open banking FinTech startup Bud is reportedly laying off up to one-fifth of its staff just months after announcing a $20 million fundraise, The Telegraph reported on Monday (Sept. It is part of a growing population of open banking startups looking to develop solutions around new regulations in Europe and the U.K.

Startups 71

Startups Banking Accounting Investments 71

PYMNTS

JUNE 19, 2018

Australian small business (SMB) accounting software startup Karbon sees opportunity in the failed merger of industry leaders MYOB and Reckon , according to The Australian Financial Review ( AFR ) reports Monday (June 18). Karbon announced a $5.19 Karbon announced a $5.19

Accounting 40

Accounting Startups Practice Management Planning 40

PYMNTS

JANUARY 17, 2021

UBS Group might be investing $400 million in India’s Paytm , which is owned by Ant Group , according to a report from Tech in Asia. Paytm is the most valuable Asian startup, and UBS Group is taking a chance on the burgeoning digital payments market, the report stated. That round was led by U.S.-based based asset management firm T.

Investments 70

Investments Valuation Startups Accounting 70

PYMNTS

JANUARY 15, 2021

Blend and MX , which are both FinTech startups, separately announced that they have each landed $300 million in funding. The company said the funds will go toward expansion and investment in offerings for FIs. "No

Investments 62

Investments Leverage Startups Technology 62

PYMNTS

JUNE 7, 2019

Commercial card startup Brex has announced the launch of a portal to connect cardholders to accountants. The integrations enable cardholders to automatically connect transactions from their Brex cards into their accounting and expense management solutions. “Today’s product announcement combines those two investments.”

Accounting 47

Accounting Valuation Startups Accounting Firms 47

PYMNTS

OCTOBER 9, 2018

As a result of the investment, Nubank is now worth $4 billion, making it one of the most highly valued, privately held startups in Latin America. The Chinese giant is making the investment through a $90 million capital increase, Nubank Chief Executive and Co-founder David Vélez told Reuters.

Investments 66

Investments Startups Finance Accounting 66

PYMNTS

NOVEMBER 9, 2020

Nuro , a startup focused on robotics use in daily life, has raised $500 million in a Series C funding round, according to a Medium post. The round was led by funds and accounts advised by T. Rowe Price Associates, with participation from new investors, including Fidelity Management & Research Company and Baillie Gifford.

Startups 99

Startups Valuation Transportation eCommerce 99

PYMNTS

DECEMBER 2, 2020

Silicon Valley FinTech startup Step has raised $50 million in a Series B funding round, the company announced Wednesday (Dec. Stripe invested in this round as well, as did returning investors Crosslink Capital, Collaborative Fund and Will Smith’s Dreamers VC. million in a June Series A funding round led by Stripe.

Startups 86

Startups Education Banking Investments 86