Nerd's Eye View

JANUARY 30, 2024

Tim is the founder of Goodwin Investment Advisory, an RIA based in Woodstock, Georgia, that oversees $275M in assets under management for 370 client households. Welcome back to the 370th episode of the Financial Advisor Success podcast ! My guest on today's podcast is Tim Goodwin.

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CFO Talks

FEBRUARY 18, 2024

By leveraging analytics and performance metrics, CFOs can measure the effectiveness of training programs, identify areas for improvement, and make data-driven decisions to optimize future initiatives. Learn more about our CFO Club Africa for finance executives and managers here. Read industry news on Accounting Weekly here.

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CFA Institute

OCTOBER 21, 2022

The essence of maximizing the internal rate of return (IRR) lies in the total amount of leverage contracted to finance a transaction.

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Nerd's Eye View

APRIL 30, 2024

So, whether you're interested in learning about leveraging YouTube videos to drive client growth, how to measure marketing efficiency and set goals for the output of marketing spend or how to manage a rapidly growing firm, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Troy Sharpe.

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Nerd's Eye View

SEPTEMBER 26, 2023

What's unique about Bridget, though, is how, as a solo advisor, she found herself overwhelmed with the pressures of having to manage different aspects of her business while also providing great service to her clients as she quickly grew to $77M of AUM in 7 years, and has decided to not to "scale" her firm by hiring more advisors but instead leverage (..)

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E78 Partners

APRIL 9, 2024

In an era characterized by rapid digital transformation, businesses across the spectrum are leveraging technology to fuel progress, growth, and competitive advantage. The Critical Role of Cybersecurity Recent cyber threats have underscored the significance of cybersecurity in private equity investments.

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Centage

NOVEMBER 16, 2022

As a result, owners can see what the company owes and owns in assets and investments at a given point in time. This report should provide information on operations and investments that rely on cash. The post The Key to Modern Financial Reporting: Leveraging Data to Withstand Volatility appeared first on Centage.

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Boston Startup CFO

APRIL 12, 2024

Lender & Lease Negotiations Leveraging our financial expertise and negotiation skills, we can work on your behalf to secure favorable terms with lenders and landlords, optimizing loan conditions and lease agreements to suit your business needs, ultimately helping you save costs, enhance cash flow, and strengthen your financial position.

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E78 Partners

DECEMBER 1, 2023

However, there are many factors in today’s marketplace – such as competition for deals – that are compelling many private equity funds to invest in companies in a ‘non-control’ position. This is happening more and more frequently in the middle market in particular.

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CFO News Room

JANUARY 4, 2023

Within the industry, it is estimated that Real Estate Investment Trusts (REITs) supported 3.2 million jobs in 2021 , according to a study commissioned by the National Association of Real Estate Investment Trusts (Nareit). What Are Real Estate Investment Trusts? How Many Real Estate Investment Trusts Are There in Total?

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CFO Thought Leader

JANUARY 9, 2024

Because of this, folks who live in G&A are at a disadvantage in comparison to their peers in sales and marketing, where a lot of investment is made because they’re revenue-generating. It’s not a revenue-generating center like sales or marketing. Read More Legal doesn’t have these today, which is why LinkSquares exists.

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Future CFO

NOVEMBER 22, 2023

Business investment would increase though firms in many countries are dealing with the highest interest rates they have seen in years, said Grant Thornton recently. Globally, more than half of respondents the firm surveyed expect to increase investment across technology, R&D, and staff. Don’t rush into investment decisions.

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E78 Partners

JULY 7, 2023

However, a more strategic and streamlined solution exists — leveraging a single organization to support both. An organization capable of providing multiple services simultaneously is more invested in the long-term relationship. According to a recent survey , 47% of CFOs reported being understaffed in critical roles.

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E78 Partners

MAY 3, 2023

Leveraging E78’s Comprehensive Due Diligence Process Due diligence is a critical aspect of private equity investments, as it allows investors to thoroughly evaluate potential opportunities and mitigate the risks associated with their investments.

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E78 Partners

JANUARY 17, 2024

Investment funds and their challenges Investment funds often face numerous challenges in their initial stages, particularly operational challenges and building in-house finance teams. Building a competent finance team is a critical aspect of a successful investment firm, but assembling such a team is both time-consuming and expensive.

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CFO News Room

NOVEMBER 4, 2022

They’ve identified three areas where organizations need to focus and invest to keep DEI momentum going: connecting a good strategy to the right accountability; collecting and analyzing the right data; and truly empowering DEI leaders. Utilizing and leveraging organizational data like this isn’t a one-time task.

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Future CFO

NOVEMBER 1, 2023

Both tax and finance leaders are set to increase investment in digital transformation, said Thomson Reuters recently when releasing a report titled Digital Agendas: How Tax Compliance and Finance Leaders are Preparing for 2024. The post Tax and finance leaders to up investment in digital transformation appeared first on FutureCFO.

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Collectiv

JULY 13, 2022

Our well-rounded training programs empower your team so they can confidently use Power BI to help your organization automate reporting and leverage the power of data to inform accurate decision-making. How are Others Leveraging Power BI Training for Success? How Does Power BI Training Benefit Enterprises?

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Nerd's Eye View

SEPTEMBER 12, 2023

In this episode, we talk in-depth about why Jason built Altruist as a solution to help RIAs based on his own experience as an engineer, RIA owner, and TAMP owner, to leverage the economics being an RIA custodian in order to offer advisors their core investment systems at a lower cost, how Jason leveraged many of the programs' infrastructures and processes (..)

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Future CFO

AUGUST 17, 2023

In addition, to accelerate growth and keep pace with the evolving expectations of empowered digital customers, leaders should consider investing in and experimenting with AI in terms of planning and budgeting, the firm noted. To deliver greater customer value, leaders must leverage AI for efficiency and effectiveness.

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Future CFO

MARCH 27, 2023

When it comes to investment planning, the majority of public companies will update their methodologies to include sustainability metrics as a key part of their return on investment (ROI) analysis by 2026, said Gartner recently.

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PYMNTS

JANUARY 7, 2021

TCV's investments include Netflix, RELEX, Spotify and WorldRemit. . Mambu was one of the first companies to leverage the opportunity to move banking software into the cloud,” said TCV General Partner John Doran , who is joining the Mambu board, in the press release. billion ($2 billion), the company said in a press release.

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The Finance Weekly

OCTOBER 13, 2021

Additionally, given the significance of new technologies in today’s context of business, FCs need to know how to leverage technical innovations to manage risk and generate value. Thus, they communicate with C-Level executives differently and more frequently than in the past. A prime example of such innovations is of course CPM software.

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PYMNTS

AUGUST 10, 2020

These include the investment world, where paper checks are often used to pay out quarterly dividends or other such disbursements. Investment firms are thus exploring alternative ways to support clients’ disbursements, especially as the COVID-19 pandemic exacerbates the existing frustrations attached to paper-based transactions.

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PYMNTS

FEBRUARY 26, 2020

The study also noted that only 27 percent of restaurants’ digital investments were focused on fraud mitigation, with establishments instead allocating resources to mobile ordering. Many AI-based fraud detection solutions also leverage machine learning (ML), which allows the system to learn on its own. Selecting the Target.

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Centage

MARCH 7, 2023

Read on to learn more about how investing in the right technology now can protect your business and set a path for success in the uncertain times ahead. When investing in FP&A software, you’ll want to be sure that it will run well for years to come, that it will run smoothly, and that it will operate well with current technology.

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PYMNTS

NOVEMBER 12, 2020

Consumers’ desire to go contactless or cardless during the pandemic presents plenty of opportunities for FinTechs, banks and other card issuers to bring innovative credit solutions to market, but such investments much be approached strategically.

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PYMNTS

JANUARY 15, 2021

“Money experience” company MX said it has landed $300 million in a Series C funding round, which was headed up by a $150 million investment from TPG Growth in addition to participation from new and current backers, according to an announcement. The company said the funds will go toward expansion and investment in offerings for FIs. "No

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PYMNTS

NOVEMBER 24, 2020

InsurTech group Hippo Enterprises has announced a capital investment of $350 million from Mitsui Sumitomo Insurance Company , a press release says. With the investment, Hippo will be able to keep expanding its online home insurance business across the U.S., with the goal “to reach 95 percent of the U.S.

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PYMNTS

SEPTEMBER 16, 2020

Zwift’s indoor fitness system leverages gaming technology to connect cyclists and runners with others also working out in their homes in “immersive 3D computer-generated worlds,” according to the company. This investment fits perfectly with our growth equity strategy of backing leading tech entrepreneurs as they scale globally.”.

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Future CFO

MARCH 11, 2021

Quantitative analysis will change investing strategy Gartner predicts that by 2025, the AI- and data-science-equipped VC or PE investor will become commonplace. This data is increasingly being used to build sophisticated models that can better determine the viability, strategy and potential outcome of an investment in a short amount of time.

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Navigator SAP

JULY 28, 2023

They evolve faster and scale without heavy technology investment, they connect directly with other systems, they leverage data and automation, and soon they will use artificial intelligence for everything from insight to operational efficiency. Business operates differently now.

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PYMNTS

OCTOBER 6, 2020

The Abu Dhabi Investment Authority (ADIA) is putting about $750 million into Reliance Retail Ventures Ltd., The investment gives the Abu Dhabi sovereign wealth fund a 1.2 a subsidiary of Reliance Industries, the Mumbai-based parent company announced Tuesday (Oct. percent stake in Reliance Retail, the announcement states.

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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.

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PYMNTS

APRIL 2, 2019

PayPal has invested in a blockchain company for the first time — one that’s focused on using the technology to help give users greater control over their digital identities, according to reports. Our investment will allow us to explore potential collaborations to leverage blockchain technology,” a PayPal spokesperson said. “We

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PYMNTS

JULY 29, 2020

The health insurance giant on Wednesday (July 29) announced that it will invest $100 million in Los Angeles-based Heal , which bills itself as having “pioneered 21st-century house call-based primary care.”.

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PYMNTS

JUNE 10, 2020

A high-powered slate of investors led by BlackRock is buying a stake in Trustly , the fast-growing Swedish FinTech, its new investment partners announced in a press release. The investment deal values Trustly at more than $1 billion, according to TechCrunch.

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