PYMNTS

OCTOBER 22, 2020

Grab counts Softbank among its biggest investors and has evolved from a ride-hail startup in 2012 to a multi-faceted tech company that was last valued at $14 billion. In June, Singapore’s biggest startup had to lay off 5% of its workforce, about 360 people. Like many multi-billion dollar tech startups, Grab is not yet turning a profit.

Numbers 57

Numbers Startups Investments Economics 57

Boston Startup CFO

FEBRUARY 28, 2023

Success is more than just a buzzword - it's the result of careful planning, hard work, and a little bit of luck! And solid management information is a roadmap to your startup's triumph. With KPIs in hand, we can confidently answer these questions and make data-driven decisions that drive our startups towards success.

Startups 52

Startups Performance Measuring Benchmarking Auditing 52

Barry Ritholtz

JUNE 11, 2024

The transcript from this week’s, MiB: Peter Mallouk, Creative Planning CEO , is below. He has since built Creative Planning into one of the nation’s largest RIAs and an absolute powerhouse running over $300 billion. What was the plan for your career with that combo? Peter Mallouk : Hey, it’s great to be back, Barry.

Planning 62

Planning Mergers and Acquisitions (M&A) Investments Entertainment 62

Nerd's Eye View

JUNE 3, 2024

Welcome to the June 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Communication 89

Communication Startups Planning Compliance 89

The Finance Weekly

FEBRUARY 22, 2023

A startup usually can't afford to establish a complete finance organization with accountants, controllers, planners, and tax specialists right from the beginning. To establish an effective finance function for a startup, the process can be divided into three stages.

Startups 52

Startups Finance CFO Forecasting 52

CFO Plans

OCTOBER 4, 2024

Accounting Automation for Startups: The Secret Weapon For tech startups, accounting automation is like having a secret weapon. By embracing accounting automation for startups , tech companies ensure their financial data is always on point, setting the stage for sharp decision-making.

Management Consulting 52

Management Consulting Risk Management CFO Startups 52

PYMNTS

APRIL 8, 2019

An Israeli startup that creates anti-fraud services that deal with online transactions wants to raise $200 million for expansion, according to a report in Bloomberg. Riskified does not comment on its financial plans,” a representative for the company said. Its clients include Samsung and Swarovski International Holding.

eCommerce 72

eCommerce Startups Investments Numbers 72

Lime Light

AUGUST 29, 2024

In 2024, Chief Financial Officers (CFOs) aren't just number-crunchers. They're strategic visionaries navigating an increasingly complex global financial landscape.

Budgeting 52

Budgeting Startups Numbers Financial Reporting 52

Boston Startup CFO

FEBRUARY 1, 2023

As a startup founder, it is important to have a clear and organized system for tracking and managing your financial transactions. A chart of accounts is a list of all the financial accounts in a startup , organized by category and assigned a unique number or code. One tool that can help with this is a chart of accounts.

Startups 40

Startups Accounting Compliance Financial Reporting 40

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. Your budget is a roadmap of your business’s financial goals and how you plan to reach them. What Is Financial Forecasting?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Forecasting Profit and Loss 52

PYMNTS

SEPTEMBER 18, 2018

18), a San Francisco startup launched by sending roughly 60,000 credit cards to consumers living in northern California. This startup was a bank, and its innovation was a single card that could be used by consumers to purchase things on credit from many different merchants. The startup was Visa , of course.

Startups 103

Startups Currencies Banking B2B 103

PYMNTS

JUNE 3, 2020

SoftBank is rolling out a $100 million loan fund targeted exclusively at minority-led startups, in the latest move by a big corporate player to address racial inequities in the United States amid coast-to-coast protests over police brutality. We have to put money behind it, set plans and hold ourselves accountable,” Claure wrote.

Startups 53

Startups Economics Investments Numbers 53

PYMNTS

APRIL 23, 2019

Financial management is mission-critical to the health and vitality of small business (SMB), but it’s also one of the most difficult tasks for entrepreneurs and business owners that may have the skills to launch new products or services, but lack the accounting expertise to handle the numbers. The firm secured $1.8

Numbers 61

Numbers Accounting CFO Financial Analysis 61

PYMNTS

MARCH 24, 2020

A new multibillion-euro stimulus package aims to keep French startups alive during the tumultuous and lagging economy of the coronavirus pandemic, according to a Bloomberg report. The package will be announced on Wednesday, although the French finance ministry has not named any exact numbers yet.

Startups 40

Startups Finance Numbers Retail 40

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. By understanding the return on investment, companies can ensure that their financial planning aligns with their growth objectives.

CFO 52

CFO Cost Management Leverage Planning 52

PYMNTS

NOVEMBER 10, 2019

After an unsuccessful plan to connect with Alibaba Group and other mainland investors, the move is jump-starting a project to attract China’s most innovative companies to list domestically. The original plan concentrated on bigger firms, and fizzled after Alibaba and others “dragged their feet.” .

Startups 43

Startups Concentration Planning Technology 43

Nerd's Eye View

OCTOBER 29, 2024

Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting with over 15,000 clients on student loan debt).

Leverage 52

Leverage Planning Compliance Startups 52

PYMNTS

OCTOBER 14, 2016

Though South Korea’s startup ecosystem is relatively new — its first accelerator was launched just three years ago — the culture is evolving quickly. In this edition of PYMNTS’ Weekly Tech Center Roundup , we head to South Korea to see what’s driving the growth of its startup scene, and why investors around the globe are taking notice.

Startups 76

Startups eCommerce Investments Education 76

PYMNTS

NOVEMBER 10, 2020

This pandemic is actually inducing a surge in employer business startups that takes us back to the days before the decline in the Great Recession,” John Haltiwanger, an economist at the University of Maryland who studies business formation data, told the WSJ. million so far this year, compared with 2.7 Census Bureau.

Planning 90

Planning Startups Budgeting B2B 90

PYMNTS

NOVEMBER 1, 2018

based startup has launched delivery by robot in a southern England town. According to reports , autonomous robot startup Starship Technologies is now available for people living in the U.K. Starship delivers to homes within a two-mile radius, but has plans to expand in the future. town of Milton Keynes. but in the U.K.,

Startups 55

Startups Technology Numbers Planning 55

Nerd's Eye View

APRIL 1, 2024

Vanilla announced a new Scenarios tool to facilitate advisors working with ultra-HNW clients that need to model various four-letter estate planning strategies (e.g., Vanilla announced a new Scenarios tool to facilitate advisors working with ultra-HNW clients that need to model various four-letter estate planning strategies (e.g.,

Planning 75

Planning Technology Startups Finance 75

PYMNTS

JUNE 28, 2019

Laundry service startup Laundrapp announced that it has merged with its biggest competitor, Zipjet , to become the largest on-demand laundry service. Being a startup we have been able to do this by using clever technology to provide a high-quality laundry service without the associated price tag.

Startups 46

Startups Marketing Technology Investments 46

BlueLight

AUGUST 21, 2020

Financial Advice for Startups I recently spoke with finance leaders from a couple dozen startups. I caught up with Ryan Keating, Managing Director of Keating Consulting Group , to get his perspective after 20 years of accelerating growth in venture-backed startups. Agility is critical for startups that move fast and pivot.

Planning 52

Planning Startups Marketing CFO 52

Nerd's Eye View

SEPTEMBER 4, 2023

This month's edition kicks off with the news that WiserAdvisor, one of the longest-running lead generation services in the industry, has acquired IndyFin, a startup advisor rating platform that had aspired to be the 'Yelp for Advisors' – which on the one hand provides WiserAdvisor with an opportunity to jump into the business of client reviews (..)

Startups 95

Startups Technology Investments Planning 95

PYMNTS

APRIL 8, 2019

A startup called Landed that helps teachers buy houses has raised $7.5 Lofton said he imagines the real estate market, especially in the Bay area with a number of tech company IPOs on the horizon, will become even more difficult to navigate. million in a Series A funding round, according to reports.

Startups 51

Startups Education Economics Securities 51

PYMNTS

JUNE 26, 2019

Apple has bought autonomous car startup Drive.ai, according to a report by CNBC. The self-driving startup had recently filed a notice in California about plans to close the business and lay off its workers, which numbered around 90. raised in venture capital. raised in venture capital.

Startups 40

Startups Restructuring Valuation Retail 40

PYMNTS

JUNE 5, 2019

Grow Mobility, the company that operates electric scooter and bikesharing startups Grin and Yellow, is merging with Flinto, the payments startup. The company is aiming to double the number of vehicles it has in Latin America in the coming months, according to the report. “It That includes eCommerce FinTech, and healthcare.

Startups 46

Startups Healthcare Investments eCommerce 46

PYMNTS

NOVEMBER 2, 2020

A provider (who is also an employee of the company), joins the conversation and can help deliver a complete care plan that is accessible via phone, 24/7. An increasing number of employers have been looking to save on healthcare costs and promote employee wellness and have embraced virtual healthcare.

Healthcare 107

Healthcare Startups Technology Planning 107

PYMNTS

JULY 24, 2019

An Indonesian startup that provides consumer brands with omnichannel marketing and sales products, including cash-back rewards, has raised $3 million in a Series A-2 funding round, according to a report by TechCrunch. The funding round for Pomona was led by Vynn Capital.

Startups 49

Startups Marketing Advertising Education 49

PYMNTS

JANUARY 12, 2017

The last five days have seen numbers bouncing around between $790 and $800. While not quite back up to last October’s highs, these numbers are nothing to scoff at. Another number was on Amazon’s mind of late as well: $20 million. Just a few days ago, Amazon quietly acquired AI security startup harvest.ai The number 11.5

Numbers 40

Numbers Retail Leverage Startups 40

Nerd's Eye View

JANUARY 1, 2024

This month's edition kicks off with the news that held-away asset management platform Pontera has raised $60 million in venture capital funding as advisors increasingly seek to directly manage clients' 401(k) and other outside assets – although an ongoing investigation by Washington state regulators over whether advisors' use of Pontera violates (..)

Technology 90

Technology Planning Compliance Startups 90

The Finance Weekly

JANUARY 8, 2024

It's not just about knowing your current financial situation, but also projecting into the future based on your plans. It's crucial to have an accurate and ,, useful forecast for any business, especially for SaaS startups. Sadly, a whopping ,, 90% of startups don't make it. However, startups can succeed with careful planning.

Forecasting 52

Forecasting Budgeting Startups Strategic Planning 52

PYMNTS

MAY 20, 2019

A popular interior design startup in India, Livspace , has received an investment from Ingka Investments, the venture capital arm of IKEA, according to reports. . He did say that the stake is a minor one and there were no plans to add a larger number to this funding round. It plans to open about 25 more.

Investments 43

Investments Startups Retail Planning 43

Global Finance

OCTOBER 14, 2024

Mexico continues to post record numbers for many of its economic indicators. But 66 million Mexicans, or 51% of the population, remain unbanked , creating cross-border payment and remittance opportunities for nearly 1,000 fintech startups. Mexican fintechs eye a piece of the nearshoring pie.

Banking 64

Banking Concentration Startups Economics 64

PYMNTS

OCTOBER 10, 2017

Treasury management startup IBSFINtech has landed seed funding from investors, reports from Indian information services group VCCircle said Monday (Oct. The India-based startup secured investment from Shailesh Haribhaki, chairman of consultancy firm Haribhakti & Co.,

Treasury 40

Treasury Startups Foreign Exchange Management Consulting 40

PYMNTS

JANUARY 25, 2017

FinTech Startup BillGO Scores Bank Investor. Colorado-based FinTech startup BillGO aims to take the hassle out of paying bills, and recently, MVB Financial Corp., The startup produced a free mobile app that enables users to connect, manage and pay to any number of disparate billers. took notice.

Startups 46

Startups Banking Investments Accounting 46

The Finance Weekly

JUNE 22, 2022

The increase in startups (who don’t have the funding or the need for a full time CFO) combined with the fallout from the pandemic, has created a huge increase in demand. To top it all off, the current market downturn and continued inflation is putting additional strains on companies’ forecasting and planning efforts.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Marketing CFO Startups 105