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

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

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

The CFO College

AUGUST 31, 2021

Startups tend to operate on shaky ground. 90% of startups will fail - period. As an accountant or bookkeeper, you can help prevent startups from going under or losing profitability. The key is understanding a startup's challenges and providing solutions to facilitate company growth. startups need you. The truth is.

Startups 81

Startups Accounting General Ledger Forecasting 81

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

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. Contact CFO Plans for a consultation or download our comprehensive guide on financial reporting for startups.

Financial Reporting 52

Financial Reporting Financial Data Financial Analysis Startups 52

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

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 B2B Budgeting 90

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

NOVEMBER 3, 2016

Shams said the impetus for his startup sparked when he was dining at a busy hotspot in Washington, D.C., Shams challenged those numbers, saying: “With Rooam, it takes zero seconds.”. Many receipts later, there are even more plans for the future. Rooam has plans to expand to Chicago, Philadelphia and San Diego in the near future.

Startups 75

Startups Quantitative Data Planning Sales 75

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

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 98

Communication Startups Planning Technology 98

PYMNTS

OCTOBER 15, 2020

But Levin, whose extended warranty startup just raised $40 million from PayPal and other backers, told Karen Webster in a recent conversation that his firm has managed to boost that as much as sixfold. We're filling a really big gap for a modern protection plan that is easy for merchants to integrate and is fair for customers,” he said.

Investments 133

Investments Manufacturing Data Analysis Sales 133

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

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

PYMNTS

MARCH 27, 2020

The new fee structure, which had been in planning for some time, would raise some credit card transactions for a number of merchants and lower it for others. Earlier this month , Visa announced that it was teaming up with Paga, a Nigerian-based startup, to help bring new payments technology to Africa and beyond.

Startups 87

Startups Numbers Planning Banking 87

Fpanda Club

APRIL 11, 2021

This article explores the most common myths surrounding the financial planning and analysis function, its key activities and outputs which many FP&A stakeholders believe in. Whether in a startup or in a well-known corporation, it is hard for FP&A practitioners to avoid building financial models of these 3 basic financial statements.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Forecasting Budgeting Financial Modeling 130

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

The Finance Weekly

AUGUST 30, 2022

Why are FP&A software tools essential for startups and small businesses? For all of these reasons, more and more companies- including small businesses and even startups- are looking for FP&A solutions to help them stay ahead of the competition. What startups and small businesses should look for when choosing FP&A solutions.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Startups Analyzing Data Budgeting 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 98

Startups Technology Investments Planning 98

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 97

Planning Technology Startups Finance 97

CFO Talks

FEBRUARY 6, 2025

Without good financial planning, even a profitable company can run into trouble. By planning, companies can avoid big financial problems and stay strong even when unexpected challenges arise. Investing in a startup with innovative technology. Getting insurance to cover unexpected losses.

Corporate Finance 52

Corporate Finance Finance Profit and Loss Investments 52

CFO Talks

MARCH 4, 2025

You have all your ingredients laid out, the recipe in hand, and a clear plan for how everything should come together. If you stick rigidly to the plan without adapting, things fall apart. Ditch Rigid Budgets Stay Flexible Instead Imagine planning a long road trip. But just as you start, the power goes out. What do you do?

Budgeting 52

Budgeting Forecasting Invoicing Sales 52

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

Boston Startup CFO

APRIL 3, 2023

Every entrepreneur dreams of their startup skyrocketing to success. Fear not, dear startup founder, for we have a solution to ease your accounting woes—outsourcing. Here's how outsourcing your accounting can liberate you from number-crunching nightmares and help your startup flourish. Saving money, of course!

Startups 52

Startups Accounting Compliance Financial Reporting 52

Fpanda Club

JULY 24, 2022

As for these distant years the level of uncertainty is very high while the level of precision is low, terminal value is calculated based on the numbers of the last projected year, therefore it accumulates and magnifies all the errors in assumptions made for the first years of the model. This may lead to project failures.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Profit and Loss Benchmarking Valuation 130

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 65

Planning Mergers and Acquisitions (M&A) Investments Entertainment 65

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 52

Startups Accounting Compliance Financial Reporting 52

PYMNTS

AUGUST 5, 2016

There’s no question that mobile has established itself as a default channel as far as the average consumer is concerned, and the growing cottage industry of turnkey software-as-a-service startups proves that getting on mobile is as ironclad a requirement as it gets in commerce. Step 3: Reduce The Cost Of Mobile Fraud Prevention.

Profit and Loss 73

Profit and Loss Planning Retail Startups 73

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

PYMNTS

OCTOBER 21, 2020

As T-Mobile races ahead with its rollout of 5G, the wireless giant is now on the hunt for startups to develop the additional bells and whistles that will make its new, high-powered network stand out from its competitors. To that end, T-Mobile on Wednesday (Oct.

Startups 83

Startups Communication Investments Securities 83

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 98

Technology Planning Compliance Startups 98

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

PYMNTS

DECEMBER 8, 2016

Data suggests the trend is global: North America VC investments for the quarter were fairly flat compared to Q2, and while Europe saw an increase in the number of deals for VC funding, there was a decline in the value of that collective funding. There is evidence, however, that B2B startups endure with a strong pulse around the world. .

B2B 79

B2B B2C Startups Valuation 79

PYMNTS

JANUARY 25, 2021

In his eight years at the startup, he helped grow market capitalization to 11 billion euros from 2010 to 2017. The mobile digital-only bank now has over 5 million customers, more than twice the number of users than it had in early 2019. Its most recent valuation was $3.5 Following the U.K.’s

CFO 101

CFO Valuation Startups eCommerce 101

Nerd's Eye View

AUGUST 7, 2023

This month's edition kicks off with the news that estate planning platform Wealth.com has launched Ester, an AI-driven 'legal assistant' that uses machine learning to help advisors quickly review and extract the key information from clients' estate planning documents, as it joins FP Alpha in the competition to become 'Holistiplan for estate planning (..)

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Planning Technology Compliance 98

The Finance Weekly

AUGUST 30, 2022

For all of these reasons, more and more companies- including small businesses and even startups- are looking for FP&A solutions to help them stay ahead of the competition. It is a financial planning and analysis platform that automates time-consuming manual processes for financial reporting and planning. 1 Datarails.

Financial Planning and Analysis (FP&A) 95

Financial Planning and Analysis (FP&A) Analyzing Data Budgeting Startups 95