CFO News Room

NOVEMBER 23, 2022

Among the several different types of retirement plans that are available to self-employed workers, solo 401(k) plans can offer the most flexibility and the ability to contribute the highest amount of tax-advantaged savings. Self-directed plans, meanwhile, offer more ability to tailor a plan’s features to an individual’s needs.

Planning 130

Planning Mergers and Acquisitions (M&A) Accounting Investments 130

CFO Thought Leader

FEBRUARY 5, 2025

Early in his career, Lior Maza chose to immerse himself in smaller, venture-backed startups rather than large enterprisesa move that exposed him to a range of responsibilities, from fundraising and recruiting to crisis management. With more than 15,000 customers in 17 countries, Prioritys global footprint continues to expand.

Leadership 99

Leadership CFO Finance Startups 99

CFO Plans

FEBRUARY 23, 2025

In the whirlwind world of startups and businesses on the hunt for investment, financial reporting is much more than a collection of numbers; its the story of your businesss vitality, potential, and vision. Discover how to transform your financial reports into investment magnets by aligning them with investor expectations.

Financial Reporting 52

Financial Reporting Financial Data Financial Analysis Startups 52

CFO Plans

NOVEMBER 4, 2024

In today’s dynamic financial landscape, Discover Strategic Financial Planning Solutions that are more than a necessity; they’re the backbone of sustainable business growth. Additionally, ROI analysis tools play a crucial role in evaluating the success of financial strategies and investments.

CFO 52

CFO Cost Management Leverage Planning 52

Global Finance

JANUARY 2, 2025

There was a large, continuous increase in write-offs of goodwill in investment in acquisitions. But overconfidence means that they believe their abilities to acquire, to invest, are substantially above their real abilities, and studies have shown that something like 30%, 40% of CEOs are overconfident.

Mergers and Acquisitions (M&A) 124

Mergers and Acquisitions (M&A) Finance Accounting Forecasting 124

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. Privacy.com.

B2B 90

B2B Investments Accounts Payable Startups 90

PYMNTS

JANUARY 7, 2021

Cloud banking startup Mambu has raised €110 million (nearly $135 million) in a new funding round aimed at financing the company’s global expansion. TCV's investments include Netflix, RELEX, Spotify and WorldRemit. . Mambu said it is also embarking on a hiring spree, with plans to double its payroll to over 1,000 by 2022.

Valuation 102

Valuation Investments Nonprofit Banking 102

PYMNTS

JANUARY 25, 2021

Ten years later, their latest venture – a line of healthy, egg white-based chips called Quevos – just secured a roughly $400,000 investment on the ABC TV reality show “ Shark Tank ” from Daniel Lubetzky, who invented Kind Bars. “I A Five-Year Plan . I am excited to help Nick and Zack fulfill Quevos’ potential. 22) on “Shark Tank.”.

Startups 116

Startups Investments Retail Forecasting 116

PYMNTS

SEPTEMBER 29, 2020

PayMongo plans to use the new funding to speed up introducing new features and products, and to keep building its product, design and engineering teams, the press release says. million — one of the largest amounts for a Philippines tech startup. With the new funding, PayMongo now has a total value of $15 million.

Startups 120

Startups Economics Retail Planning 120

CFO News Room

DECEMBER 1, 2022

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. robo-advisors) might someday replace human advisors, there are still many elements of financial planning that benefit from engagement with a human advisor.

Technology 130

Technology Planning Investments Leverage 130

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. With plans to launch a new small business lending bank in the U.K.,

B2B 81

B2B Investments eCommerce Startups 81

Nerd's Eye View

JANUARY 6, 2025

FINNY AI, an AI-powered prospecting tool, has raised $4.2

Prioritization 75

Prioritization Startups Technology Communication 75

PYMNTS

OCTOBER 4, 2020

As the Department of Justice (DOJ) prepares a potential antitrust lawsuit against Google , dozens of India’s technology startups are considering ways to challenge the Mountain View, California-based tech giant’s dominance, Reuters reported, citing sources. Startups said they plan to lodge complaints in court and with government regulators.

Startups 83

Startups eCommerce Technology Investments 83

CFO Plans

MARCH 2, 2025

In today’s fast-paced tech landscape, startups and innovative companies are constantly challenged by a whirlwind of change and uncertainty. This is where agile financial planning comes into playit’s not just a buzzword but a cornerstone for success in dynamic business finance.

Technology 52

Technology Budgeting Startups CFO 52

CFO Plans

APRIL 1, 2025

In the exhilarating realm of technology startups, ambitious entrepreneurs and CEOs are on a relentless quest for rapid expansion. Explore How CFO Plans Can Support Your Compliance Strategy The Significance of Startup Risk Mitigation The road to expansion is riddled with potential hazards.

Compliance 52

Compliance Startups Risk Management CFO 52

Nerd's Eye View

NOVEMBER 23, 2022

Among the several different types of retirement plans that are available to self-employed workers, solo 401(k) plans can offer the most flexibility and the ability to contribute the highest amount of tax-advantaged savings.

Planning 98

Planning Investments Startups Accounting 98

PYMNTS

JULY 5, 2020

Zomato , the $3 billion Indian food startup, has been cut off from its biggest Chinese investor Ant Financial amid new Indian regulations, The Financial Times reports. Ant Financial has almost 25 percent stake in Zomato, having invested a total of almost $560 million in the company.

Startups 83

Startups Investments Securities Finance 83

Centage

SEPTEMBER 13, 2022

There is some risk to using past performance to inform your long-term plans, and this can be compounded during times of economic uncertainty. Your company needs to make plans for the future. It shows what your business owes and owns, along with how much shareholders have invested. What Is Financial Forecasting?

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Planning Forecasting Profit and Loss 98

PYMNTS

DECEMBER 11, 2020

The company is planning to use the new infusion of capital to expand its payments capabilities, Kjellén said, adding that that’s where Tink will “probably see the strongest growth right now.” The startup processes 1 million transactions every month. In June, PayPal increased its stake in Tink from its 2019 investment of $11.2

Startups 86

Startups Valuation Banking Investments 86

CFO Thought Leader

JANUARY 5, 2025

In our latest Planning Aces episode, Jack Sweeney teams with performance management guru Brett Knowles to spotlight three finance leaders tackling one of businesss most critical challenges: aligning sales, operations, and finance around a common goal.

CFO 52

CFO Strategic Planning Finance Corporate Finance 52

PYMNTS

OCTOBER 9, 2020

Despite wide-ranging economic uncertainties and a challenging investment environment, venture capital (VC) firms and special purpose acquisition companies (SPACs) are actively raising or seeking fresh funds for investment in the payments space. It also plans to invest in companies where technology is a clear differentiator.

Investments 78

Investments Nonprofit Startups Education 78

CFO Plans

FEBRUARY 17, 2025

In the whirlwind world of tech startups and fast-growing businesses, navigating rapid expansion can feel like sailing through a storm. Learn how CFO Plans can help you monitor these vital signs. Sustainable growth strategies ensure that every step forward is backed by careful planning and financial stability.

Cash Flow Forecasting 52

Cash Flow Forecasting CFO Profit and Loss Startups 52

CSC Advisors

FEBRUARY 20, 2025

At Cornerstone Capital Advisors, we specialize in working with established businesses, ensuring they receive the support they needand this often excludes startups. Business Plan and Growth Strategy A well-crafted business plan proves your dedication and foresight. Here’s how you can better prepare your application.

Startups 52

Startups Prioritization Securities Planning 52

CFO Thought Leader

OCTOBER 31, 2024

During the past year our company has grown from an ambitious startup to a prominent market leader in data-fueled beverage automation. The transition from a promising startup to an established industry player is a path fraught with both obstacles and opportunities.

CFO 52

CFO Startups Investments Manufacturing 52

PYMNTS

NOVEMBER 24, 2020

Record sales following a massive staff reduction prompted point-of-sale (POS) restaurant technology (ResTech) startup Toast to hold a share purchase offering on an $8 billion valuation. Ahead of the secondary offer, Toast advised stakeholders it was planning to offer to 800,000 shares totaling roughly $60 million, the sources said. .

Startups 92

Startups Valuation Sales Planning 92

PYMNTS

OCTOBER 21, 2020

Silicon Valley’s sneaker startup Allbirds is hoping men and women into minimizing their carbon footprint will pony up for the company’s new sustainable clothing line, according to a report in The Financial Times (FT). Allbird’s apparel design team is led by Alexa Day Silva , who hails from the activewear startup Outdoor Voices. .

Startups 63

Startups Investments Planning Technology 63

PYMNTS

NOVEMBER 29, 2019

In the land of startups, speed matters. The plans start at a few hundred dollars a year. Hodges said that, increasingly, startups are being held to the same standards as more mature companies. Obviously, not all startups work out – but, as Hodges told PYMNTS, if a startup should fail, it should be for the right reasons.

Startups 76

Startups eCommerce Healthcare B2B 76

PYMNTS

NOVEMBER 9, 2020

In today’s top payments news around the world, Red Dot Capital Partners has landed $200 million to invest in tech firms, Walmart announced it would sell its retail operations in Argentina to Grupo de Narváez. Israeli’s Red Dot Capital Raises $200M For Southeast Asia-Focused Tech Startups.

Startups 84

Startups Retail Investments Economics 84

CFO Plans

JANUARY 27, 2025

For instance, a tech startup used client revenue segmentation to identify their most profitable customer segments. A manufacturing firm, faced with multiple investment opportunities, conducted a thorough cost-benefit analysis and prioritized upgrading their production line, which offered the highest potential ROI.

Prioritization 52

Prioritization CFO Concentration Planning 52

PYMNTS

MAY 6, 2020

Parcel delivery startup Ninja Van , working in overdrive during the pandemic, ended a funding round with $279 million. The startup experienced an electric jolt in activity due to the pandemic, which has seen people sheltering at home and shifting their shopping habits with an outsized advantage toward eCommerce.

Startups 70

Startups eCommerce Sales Finance 70

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 startup connects founder and employees to a solution that can help them understand their equity.

B2B 63

B2B Startups Accounts Payable Compliance 63

CFO Plans

SEPTEMBER 24, 2024

In the dynamic world of startups, every decision holds the potential to either propel your business forward or set it back. Enter affordable virtual CFO services—a game-changer that offers scalable financial strategies tailored specifically for startups. Get expert cash flow management advice to secure your startup’s future.

Startups 52

Startups CFO Financial Analysis Risk Management 52

PYMNTS

OCTOBER 21, 2020

Point of sale (POS) platform PredictSpring announced that it is partnering with beauty brand Deciem and is also planning to expand into new sectors following a strategic investment from Salesforce Ventures. . PredictSpring’s POS expansion plans include venturing into new sectors like home furnishings, wineries and beverages, and more.

Planning 76

Planning Startups Sales Retail 76

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. One of those is to support a remote workforce, and while Lee said Proper had plans to embrace the work-from-home strategy, the pandemic reinforced that plan. “We

Startups 66

Startups Accounts Payable eCommerce Planning 66

Global Finance

DECEMBER 9, 2024

Qatars sovereign wealth fund, the Qatar Investment Authority (QIA), ranks as the worlds eighth-largest, with assets totaling approximately $525 billion, according to data from the Sovereign Wealth Fund Institute, a US-based research platform. tons of greenhouse gases and 43.5

Technology 52

Technology Startups Economics Leverage 52

CFO News

DECEMBER 4, 2024

This year, the venture capital firm invested in 30 startups through its maiden $75 million fund. The company's next Residency cohort in India is scheduled to commence in February 2025.

Startups 40

Startups Investments Planning 40

PYMNTS

JANUARY 7, 2021

Silicon Valley startup Social Finance (SoFi) is closing a merger deal with blank-check firm Social Capital Hedosophia Holdings Corp. Social Capital Hedosophia is one of three special-purpose acquisition companies (SPACs) on the lookout for investment opportunities. V to file an initial public offering (IPO). . billion in cash proceeds.

Planning 73

Planning Valuation Startups Cash Management 73