Jedox Finance

NOVEMBER 15, 2024

Excel has been a cornerstone of financial planning for decades. Many businesses, ranging from small startups to companies with billions in revenue, have used Excel to effectively manage their operations.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Startups 52

Navigator SAP

DECEMBER 3, 2021

Getting to market involves investment, risk-taking, and strategic planning — all at a rapid pace. Life sciences and biotech companies often make miracles happen, but the road from a spark of genius to a regulator-approved product isn’t easy.

Startups 190

Startups Strategic Planning Investments Planning 190

CFO Selections

NOVEMBER 4, 2024

According to recent data , 90% of startups fail every year, but the remaining 10% offer the potential to shape how we live our lives and transform the communities around us in significant ways. Having a well-thought-out financial plan is often the difference between having a venture that ends in disappointment and one that soars.

Planning 52

Planning Startups Budgeting 52

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 97

Leverage Planning Compliance Startups 97

PYMNTS

OCTOBER 6, 2020

Venture capital firm Greycroft , based in New York and Los Angeles, has raised $680 million to fund new startups, according to Bloomberg , looking for "the next Bumble or Venmo.". The firm plans to invest $310 million in early-stage startups and $370 million in growth-stage startups, the report stated.

Startups 117

Startups Valuation Investments Planning 117

Navigator SAP

FEBRUARY 2, 2024

Some startups grow over time. Enterprise resource planning solutions (ERP) are the backbone of most businesses today, and for obvious reasons. Others move fast and chase the unicorn status of a $1 billion valuation like sustainable shoe manufacturer, Rothy’s. For slow-growth businesses, there are many options for backend IT systems.

Valuation 252

Valuation Manufacturing Startups Planning 252

Navigator SAP

MARCH 18, 2022

Startups at the growth stage need financial tools, controls, and resource planning as their products evolve from idea to IPO. Challenges, risks and dynamic changes arise along the way as the company’s products and services follow the steps that transform a product concept into marketable merchandise.

Startups 224

Startups Planning Marketing 224

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. Lendify said the latest funding round will help the company advance its European expansion plans. Last year Insight Investment supported the digital lender with a 1.5

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.

B2B 115

B2B Startups Finance Accounts Payable 115

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

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

Navigator SAP

JUNE 24, 2022

Today, life sciences firms need the power and features of industry-standard enterprise resource planning software such as SAP Business ByDesign. Then there is the pace of the life sciences industry today, and a host of startup firms looking to disrupt. Data is siloed, hard to update, and time-consuming to store or use.

Pharmaceutical 243

Pharmaceutical SAP Manufacturing Compliance 243

PYMNTS

NOVEMBER 13, 2020

Silicon Valley’s Ripple , a blockchain payments startup, has filed a trademark with the U.S. Earlier last month, Ripple announced plans to introduce a loan product that would enable its users to tap XRP digital currency for cross-border payments. Since its founding in 2012, Ripple has received funding totaling $293.8

Startups 102

Startups Currencies B2B Securities 102

PYMNTS

JANUARY 18, 2021

The company is planning to launch a test pilot and send drones to deliver multiple orders at government-approved landing zones in Israel — such as designated parking spots. In separate news, Yariv Bash, CEO and co-founder of drone delivery startup Flytrex, said in an interview with PYMNTS that delivery is going to be the next “killer” app.

Planning 104

Planning Transportation Startups Technology 104

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

PYMNTS

NOVEMBER 12, 2020

Built on the back of Regulation Crowdfunding under the Jumpstart Our Business Startups (JOBS) Act, Miventure operates as a funding portal to connect SMBs with unaccredited investors, a relatively new paradigm for SMBs used to turning to traditional banks or venture capitalists to back their companies.

Startups 92

Startups Banking Finance Forecasting 92

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

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

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

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) 98

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

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

Capital CFO LLC

OCTOBER 30, 2024

Picture this: Sarah’s startup was gaining traction but struggling to manage growth and needed to find an outsourced solution for business growth. Many startups and growing businesses face a similar dilemma. This is not an isolated case.

Startups 52

Startups CFO Planning Finance 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

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

JANUARY 25, 2021

Hamburger said Quevos plans to use Lubetsky’s roughly $400,000 investment to hire more staff, including someone to develop more retail distribution. A Five-Year Plan . Hamburger and Schreier recently figured they’d sell the company after putting in about five more years. That’s something I've always wanted to do,” Hamburger said.

Startups 116

Startups Investments Retail Forecasting 116

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

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

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

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

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

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

Navigator SAP

DECEMBER 13, 2023

Manufacturing startups and businesses looking to upgrade their manufacturing systems have probably run across both material requirements planning solutions (MRP) and enterprise resource planning solutions (ERP).

Manufacturing 130

Manufacturing Startups Planning Technology 130

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

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

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

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. “You have a conversation that is very natural via text,” he said. This may be a controversial view, maybe an unpopular view, for a technology company.

Healthcare 107

Healthcare Startups Technology Planning 107

Global Finance

JANUARY 2, 2025

Nowadays a growing number of non-tech companies are buying tech startups, trying to modernize their business model. Lev: Managers usually provide very extensive information upon the acquisition announcement, and studies have shown that most of this information is highly optimistic. You want to be sure that what you buy is worth the price.

Mergers and Acquisitions (M&A) 124

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