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

Centage

AUGUST 29, 2022

Along with being agile and able to pivot on a dime, these businesses have the ability to make decisions and act on them with confidence, and that means mastering the art of scenario planning. Read on to learn about the importance of evaluating business assumptions and discover the top variables affecting scenario planning.

Planning 98

Planning Forecasting Profit and Loss Budgeting 98

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.

Startups 116

Startups Investments Retail Forecasting 116

PYMNTS

OCTOBER 18, 2018

” Only a few months later, the Swiss Bankers Association (SBA) also announced plans to ease regulatory red tape on the nation’s crypto and blockchain businesses, to address what it described as an “exodus” of blockchain projects, shifting their home bases from Switzerland to other markets.

Banking 85

Banking Planning Currencies Startups 85

PYMNTS

FEBRUARY 6, 2020

Securities and Exchange Commission (SEC), said that tech startups may be able to raise money using digital tokens under current law, but that there would be stipulations, according to a report by Reuters. Hester Peirce, a financial regulator at the U.S.

Securities 72

Securities Sales Startups Planning 72

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. As such, Chinese companies and Indian startups relying on their investments have all been impacted.

Startups 83

Startups Investments Finance Securities 83

PYMNTS

MAY 8, 2020

Investors found promise in startups that target financial institutions (FIs) with software to improve their own services, as well as FinTechs that offer small business solutions by wielding their bank data. But the biggest round of the week went to a challenger bank, which also secured unicorn status with its latest funding.

Securities 64

Securities Banking Startups Pharmaceutical 64

PYMNTS

JULY 31, 2020

This week’s look at the latest funding for B2B FinTech and other startups showcases an investor appetite for security, data and business intelligence, with nearly $63.5 California- and Israel-based Ermetic is another newly funded B2B startup focused on enterprise security. PYMNTS rounds up the latest deals below.

B2B 66

B2B Securities Startups Investments 66

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

DECEMBER 4, 2018

China cryptocurrency startup BOX is introducing supply chain financing services for corporate users with the help of Intel , Nasdaq and Baidu Cloud. Bolaxy is a supply chain finance solution, powered by blockchain to deploy a “Proof of Authority” algorithm for transparent and secure transactions.

Startups 75

Startups Finance Securities Planning 75

PYMNTS

NOVEMBER 9, 2018

It was another busy week for B2B FinTech startups, with globally and vertically diverse companies securing new funding for their enterprise-targeting tools. Investors in this Series B funding round include CommerzVentures, Earlybird, Speedinvest, Seedcamp, Rancilio Cube, and Munich Re/HSB Ventures, according to EU-Startups reports.

Startups 63

Startups B2B Investments Finance 63

PYMNTS

SEPTEMBER 20, 2018

Should banks and financial institutions (FIs) focus more on giving consumers the convenience and simplicity they expect — and even demand — or instead focus more on implementing stringent security measures, potentially at the expense of user experience? It’s a question that banks increasingly must work to answer in today’s day and age.

Securities 66

Securities Banking Investments Startups 66

PYMNTS

JANUARY 18, 2019

The company claimed that the ordering process is twice as fast with its redesigned app, and it plans to test out offering Apple Pay and Venmo as payment options. That makes it all the more important for startups like Food for All to have tight payment security and fraud prevention strategies to put consumers at ease.

Startups 65

Startups Leverage Securities Planning 65

VCFO

AUGUST 3, 2023

Five Principles for SMB & Startup Business in Aerospace & Defense A recent PwC report notes that the aerospace & defense (A&D) industry generated $741B in 2022 and stands poised for further growth in the years ahead. Capitalizing on the opportunities in A&D is easier said than done for SMBs and startups. Be patient.

Startups 68

Startups Auditing Technology Securities 68

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

NOVEMBER 12, 2019

Two-thirds of businesses have plans to develop new tools and technologies that will leverage 5G by 2020. That said, there are still roadblocks that players in the IoT ecosystem need to overcome, including the potential security risks that have plagued the industry from the beginning. 5G And Issues With IoT Security.

Securities 67

Securities Manufacturing Communication Technology 67

PYMNTS

OCTOBER 23, 2018

The SBI Group plans to license Sepior ApS ’ wallet technology to use in its own wallet, which will become a part of its digital currency exchange platform, the company said in an announcement. Crypto startup Uphold is getting into the earning and lending product market with Uphold Borrow and Uphold Earn, CoinDesk reported.

Startups 76

Startups Banking Currencies Financial Systems 76

PYMNTS

SEPTEMBER 4, 2020

More than $25 million in new funding landed at B2B FinTech startups this week, making it one of the slower VC roundups for the B2B landscape this year. As organizations accelerate their sales digitization efforts, B2B eCommerce has jumped to the top of strategic planning initiatives.

B2B 60

B2B Startups Communication Strategic Planning 60

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. In a blog post , the company outlined its views on fraud in eCommerce.

eCommerce 72

eCommerce Startups Investments Numbers 72

PYMNTS

JUNE 1, 2020

Below are the startups that raised capital in May, according to data compiled by BostInno. Boston-based Jellyfish, a startup behind an engineering management platform, raised more than $12 million in Series A funding from Accel and Wing Venture Capital. LaunchPad Medical of Lowell received a $2.5

Startups 60

Startups Pharmaceutical Investments Technology 60

PYMNTS

FEBRUARY 4, 2020

Money transfer FinTech startup Azimo has closed a €20 million debt finance deal from the European Investment Bank (EIB), according to reports on Tuesday (Feb. Azimo plans to expand into Asia before the end of the year; it is one of the only FinTechs from Britain that got a European license in the Netherlands before Brexit.

Startups 52

Startups Securities Investments Finance 52

PYMNTS

APRIL 22, 2020

The State Bank of Vietnam granted FinTech startup GPay a 10-year license to provide intermediary payment services in the country — electronic payment portals, payment services, digital money transfer services and eWallet services. The technology holding company also has member businesses in gaming, security and financial services. .

Startups 61

Startups Entertainment Advertising Investments 61

PYMNTS

MARCH 27, 2019

Mobvoi, a China-based artificial intelligence (AI) startup, has almost secured funding to value the company at upwards of $1 billion before an initial public offering, according to a report by Bloomberg. The startup has a partnership with Google through its Voice Assistant and Wear operating system. It also comes as the U.S.

Startups 60

Startups Valuation Manufacturing Securities 60

CFO Plans

SEPTEMBER 24, 2024

Whether you’re navigating the early stages of a startup or managing the complexities of an expanding enterprise, scalable accounting solutions are essential. Discover Scalable Accounting Solutions Small Business Financial Advisory Lays the Foundation When launching a startup, every financial decision counts.

Startups 52

Startups Accounting CFO Tax Planning 52

PYMNTS

FEBRUARY 27, 2020

Singapore-based app Grab has launched an accelerator program for startups in Vietnam, according to a report by Deal Street Asia. The initiative, called Grab Ventures Ignite (GVI), is part of the “Grab for Good” development plan in the country.

Startups 52

Startups Investments Securities Planning 52

PYMNTS

AUGUST 23, 2020

DoorDash , the San Francisco-based prepared food delivery service, is planning to go public by year’s end, Bloomberg reported, citing sources. The food delivery giant’s plans for an initial public offering (IPO) come as Airbnb Inc, Asana Inc., also plan to debut as public companies this year. Palantir Technologies Inc.,

Planning 61

Planning Valuation Startups Finance 61

PYMNTS

JUNE 3, 2019

Fluree, a database management startup based in North Carolina, has raised $4.7 It has the ability to make the data immensely collaborative by allowing multiple parties to actually interact with it and improve security, and it really allows you, especially with how we’ve organized our database, to get better leverage out of the data.”.

Startups 58

Startups Leverage Technology Securities 58

PYMNTS

NOVEMBER 30, 2018

With more than $370 million raised by B2B startups this week, investors are showing their support for companies that help other businesses embrace digitization. Beijing-housed Geek+ has secured an impressive $150 million for its robotics technology that targets supply chain management and logistics operations. Cybersprint.

Startups 62

Startups B2B B2C Investments 62

CFO Share

AUGUST 15, 2024

Here’s how small business advice from a CFO can help you secure funding for your business while ensuring your interests are protected. How does a CFO secure business funding? The post How a CFO Can Help Secure Funding for Your Business appeared first on CFOShare.

CFO 52

CFO Securities GAAP Startups 52

PYMNTS

JANUARY 11, 2021

11) filing with the Securities and Exchange Commission (SEC). The Silicon Valley startup is planning to offer 24.6 The startup had originally said it would go public before the end of 2020 but postponed plans. billion, according to a Monday (Jan. Affirm intends to list on the Nasdaq under the ticker AFRM.

Valuation 96

Valuation Startups eCommerce Planning 96

PYMNTS

SEPTEMBER 18, 2020

Venture capital appears to be picking back up in the B2B technology startup community. But it was one startup, which helps other businesses launch their own subscription service offerings, that secured the largest round of the week, perhaps reflecting the rising tide of companies looking to shift business models amid market uncertainty.

B2B 90

B2B Startups Investments Healthcare 90

The Finance Weekly

MARCH 16, 2023

SVB may have been a unique case as its customers were mostly startups, and primarily tech startups. It is possible that other banks could be on the same path to failure, given that they may have gotten caught up in the “easy money” during Covid and mismanaged their fixed-income securities portfolios during the interest rate hikes.

Leadership 105

Leadership CFO Startups Compliance 105

PYMNTS

DECEMBER 29, 2020

A Toolbox report said Citi has already signed data access agreements to several startups and data aggregators that, through approval of joint customers, can access data of Citi accounts. Financier plans to strengthen its presence in Singapore and Indonesia, with an eye on expansion into Vietnam and the Philippines.

Cash Flow Forecasting 123

Cash Flow Forecasting B2B Startups Financial Data 123

PYMNTS

MARCH 6, 2020

A lull in venture capital funding has only a few B2B FinTechs this week securing new investment rounds. Just this week, RTP Global announced a a fund, with the venture capital firm planning to deploy that cash for early-stage technology companies in areas like FinTech and Software-as-a-Service (SaaS). and hoping to expand into Europe.

B2B 80

B2B Startups Nonprofit Reconciliations 80

CFO Share

OCTOBER 27, 2022

Have you tried funding a startup this year? Despite the challenging market conditions, there are proven ways to fund a startup during a recession. However, a recession is a challenging time for funding a startup. Capital shortages mean startup investors become pickier about which business they are willing to invest in.

Startups 52

Startups Finance Economics Communication 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

CFO Share

DECEMBER 9, 2023

From startups to established enterprises, understanding the dynamics of financial forecasts is fundamental to effective business planning. Forecasting as a Tool for Strategic Financial Planning Financial forecasting becomes an indispensable tool, especially for a small business experiencing high cash burn rates.

Forecasting 52

Forecasting Planning Currencies Startups 52