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 18, 2020

Global payments startup Veem is launching a new business-to-business (B2B) tool to simplify and automate domestic payments, the company announced in a Wednesday (Nov. even people who don’t have a Veem account. . The new investment will be used to further expand its global footprint as well as improve its tools and capabilities. .

B2B 109

B2B Startups Invoicing Accounting 109

PYMNTS

JULY 17, 2020

Several B2B FinTechs topped the list in Q2, however, including commercial card startup Brex, which raised $150 million, as well as global business account service provider Airwallex with $160 million and small business alternative lender Fundbox with a $200 million raise — the largest of the quarter. TradeDepot.

B2B 90

B2B Investments Accounts Payable Startups 90

CFO Talks

OCTOBER 2, 2024

Chinese Study highlights limitations on IAS 38, accounting for intangible assets A recent study from China highlighted the limitations of IAS 38 —the International Accounting Standard that governs intangible assets—and its impact on innovation, particularly in high-tech industries.

Accounting 98

Accounting CFO Economics Accounting Standards 98

PYMNTS

JULY 24, 2020

London startup mobile bank Revolut Ltd. Revolut is an app-based consumer bank account that allows customers to send and receive money and use built-in budgeting tools. In May, Revolut said it will integrate its products with Clear Books , which offers accounting software for small businesses.

Startups 102

Startups Foreign Exchange Valuation Invoicing 102

PYMNTS

JANUARY 8, 2021

B2B FinTech startups have stepped into 2021 with a bang, as industry players raised more than $910 million in combined funding. And thanks to several nine-figure investment deals, BaaS, expense management, payroll and B2B eCommerce are now in the spotlight. Backers zeroed-in on a range of industries, including SMB banking and lending.

B2B 81

B2B Investments eCommerce Startups 81

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

NOVEMBER 9, 2020

Nuro , a startup focused on robotics use in daily life, has raised $500 million in a Series C funding round, according to a Medium post. The round was led by funds and accounts advised by T. Rowe Price Associates, with participation from new investors, including Fidelity Management & Research Company and Baillie Gifford.

Startups 99

Startups Valuation Transportation eCommerce 99

PYMNTS

OCTOBER 16, 2020

billion in venture capital investments between January and September 2020, according to a press release from London & Partners emailed to PYMNTS. billion in investments. billion in investments. FinTechs account for 44 percent of all venture capital investments in London tech companies this year.

Investments 106

Investments Numbers Marketing Accounting 106

Future CFO

MARCH 14, 2024

Talent shortage among accounting staff continues to persist in many parts of the world including Southeast Asia, with the issue being most felt by small accounting firms that struggle to compete with the big accounting firms: KPMG , PwC , Ernst & Young , and Deloitte.

Accounting 98

Accounting Finance Financial Analysis Compliance 98

CFO Plans

NOVEMBER 4, 2024

By employing advanced forecasting tools and real-time financial reporting, they maintained a healthy cash reserve, allowing them to invest in new markets and technologies confidently. Additionally, ROI analysis tools play a crucial role in evaluating the success of financial strategies and investments.

CFO 52

CFO Cost Management Leverage Planning 52

CFO Plans

APRIL 28, 2025

As a tech startup founder, you’ve just steered through the turbulent waters of tax season. Heres how to turn the calm after tax season into a launchpad for enhancing your startups financial health. Craft a comprehensive financial plan that integrates cash flow management, investment strategies, and risk mitigation.

Startups 52

Startups CFO Planning Finance 52

PYMNTS

SEPTEMBER 18, 2019

Open banking FinTech startup Bud is reportedly laying off up to one-fifth of its staff just months after announcing a $20 million fundraise, The Telegraph reported on Monday (Sept. It is part of a growing population of open banking startups looking to develop solutions around new regulations in Europe and the U.K.

Startups 71

Startups Banking Accounting Investments 71

PYMNTS

OCTOBER 23, 2020

And while investors targeted an accounts payable payments startup as well as another platform designed to help other startups understand their equity, a common theme this week was investment in risk mitigation capabilities. This week's B2B Venture Capital roundup saw more than $76 million in new funding.

B2B 63

B2B Startups Accounts Payable Compliance 63

PYMNTS

MARCH 1, 2019

Cybersecurity returned to the top of the B2B startup investment list as three companies in the enterprise security realm landed nearly half of the $246 million in B2B venture capital this week. But Software-as-a-Service emerged as a hot spot, too, with the largest investment round of the week going to a B2B eCommerce SaaS provider.

B2B 75

B2B Securities Investments Startups 75

PYMNTS

DECEMBER 2, 2020

Silicon Valley FinTech startup Step has raised $50 million in a Series B funding round, the company announced Wednesday (Dec. Stripe invested in this round as well, as did returning investors Crosslink Capital, Collaborative Fund and Will Smith’s Dreamers VC. million in a June Series A funding round led by Stripe.

Startups 86

Startups Education Banking Investments 86

CFO Plans

AUGUST 9, 2024

In the rapidly evolving landscape of business accounting, staying ahead requires more than traditional bookkeeping. Virtual CFO Solutions for Startups and Small Businesses For startups and small businesses, Virtual CFO solutions offer a flexible and cost-effective alternative to traditional CFO roles.

Accounting 52

Accounting Tax Planning CFO Startups 52

Global Finance

DECEMBER 9, 2024

Qatars sovereign wealth fund, the Qatar Investment Authority (QIA), ranks as the worlds eighth-largest, with assets totaling approximately $525 billion, according to data from the Sovereign Wealth Fund Institute, a US-based research platform. tons of greenhouse gases and 43.5 tons of greenhouse gases and 43.5

Technology 52

Technology Startups Economics Leverage 52

CFO Plans

MAY 19, 2025

This detailed plan not only helps in securing funding but also acts as a guiding star for daily decision-making, ensuring your startup remains on a steady financial course. Open distinct accounts for business transactions and maintain meticulous records. Anticipate these challenges and develop proactive solutions.

Budgeting 52

Budgeting Startups CFO Finance 52

Barry Ritholtz

OCTOBER 14, 2023

 This week, we speak with Graeme Forster, a director at Orbis Investments Ltd., We discuss the firm’s unique fee arrangement: For institutional accounts of $100 million and up, they pay a base fee 33% of outperformance versus the benchmark (and no management fee). which has $34 billion in assets under management.

Investments 72

Investments Benchmarking Startups Finance 72

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. Learn more about cloud-based accounting solutions today.

Startups 52

Startups CFO Financial Analysis Risk Management 52

CFO Plans

AUGUST 2, 2024

In today’s rapidly evolving business landscape, the integration of technology into accounting practices has shifted from a luxury to a necessity. With the demands of modern businesses continuously growing, leveraging technology to streamline accounting processes is crucial for maintaining accuracy, efficiency, and competitiveness.

Technology 52

Technology Accounting CFO Tax Planning 52

Global Finance

DECEMBER 16, 2024

He is a pragmatist change maker with belief in the power of collaboration with an open ecosystem of clients, partners, startups, and industry bodies. For example, CBQ developed an application for domestic maids to open accounts through mobile. AI can be expensive, so how does the cost impact return on investment?

Banking 105

Banking Finance Leverage Technology 105

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. Highlighting a growth strategy ensures lenders that their investment will yield tangible outcomes. Here’s how you can better prepare your application.

Startups 52

Startups Prioritization Securities Planning 52

PYMNTS

APRIL 19, 2019

The big news in B2B FinTech investment this week came from Airbnb , which is bolstering its presence in the business travel market with new funding, while corporate card startup Brex also secured a prominent debt capital investment. The company said it plans to use the investment to further build out its lending operations.

B2B 69

B2B Investments Accounts Payable Benchmarking 69

PYMNTS

DECEMBER 7, 2020

Social Finance (SoFi), a San Francisco-based online lending startup, is holding talks about selling to a blank-check acquisition company, Reuters reported, to help it debut on the stock market. Noto is an ex- Goldman Sachs investment banker. It has also begun work in stock trading and cash management accounts.

Startups 107

Startups Cash Management Finance Currencies 107

CFO Plans

OCTOBER 29, 2024

This article explores effective strategies for accounts receivable and payable management, offering actionable insights to enhance financial stability and promote growth. Improving Liquidity through Accounts Receivable Efficiency Optimizing accounts receivable efficiency is crucial for improving liquidity.

Accounts Payable 52

Accounts Payable CFO Budgeting Invoicing 52

PYMNTS

JANUARY 17, 2021

UBS Group might be investing $400 million in India’s Paytm , which is owned by Ant Group , according to a report from Tech in Asia. Paytm is the most valuable Asian startup, and UBS Group is taking a chance on the burgeoning digital payments market, the report stated. That round was led by U.S.-based based asset management firm T.

Investments 70

Investments Valuation Startups Accounting 70

PYMNTS

JANUARY 15, 2021

For larger firms, investment in digital-first solutions took on a new priority to promote business continuity while professionals worked from home. As the head of financials at Proper, Lee said she views her role as vital to the success of the startup. Supply Chain Volatility. As a venture-backed company (the firm announced a $9.5

Startups 66

Startups Accounts Payable eCommerce Planning 66

CFO Plans

SEPTEMBER 24, 2024

Discover expert tax planning and accounting services designed to help you thrive. Effective tax planning and accounting are not just about compliance; they are about unlocking opportunities for growth and stability. Embrace Virtual Accounting Services for Startups For startups, managing finances can be particularly challenging.

Tax Planning 52

Tax Planning Accounting Planning Budgeting 52

PYMNTS

JUNE 29, 2020

Wealthfront , the online investment service firm, has added checking features to its app. The Palo Alto, California startup said the no-fee account is the company’s latest move to build a next-generation banking service that is branchless, automated and optimizes every dollar. percent interest rate. percent.

Accounting 60

Accounting Startups Banking Investments 60

PYMNTS

AUGUST 7, 2020

Talk of a venture capital plummet continues to grow, particularly in Europe, where new data from Consultancy Europe revealed that the number of venture capital deals for startups across the continent has declined every quarter since Q1 2019. PYMNTS breaks down the investment activity below. with total funding nearly reaching $391.25

B2B 100

B2B Transportation Startups Investments 100

PYMNTS

SEPTEMBER 16, 2020

based startup plans to use the money to speed up work on its core home workout system and “bring Zwift-designed hardware to market,” the company said in a press release. This investment fits perfectly with our growth equity strategy of backing leading tech entrepreneurs as they scale globally.”. million accounts in 190 countries.

Investments 66

Investments Leverage Startups Planning 66

Beacon CFO Plus

JUNE 4, 2025

Build out your accounting infrastructure? Best for: Startups prepping for investment Strategic financial planning One-off financial cleanups 3. Before we talk about numbers, its important to define the scope of the role. Do you need someone to: Improve budgeting and forecasting? Prepare for investor meetings or a loan?

CFO 52

CFO Budgeting Forecasting Auditing 52

The Charity CFO

JANUARY 22, 2025

Southside Blooms had to invest in custom software development and incorporate AI to handle customer service and streamline operations. Financial Management Moving from basic bookkeeping to GAAP-compliant accounting became necessary as the organization grew. If you need help with your accounting and bookkeeping, lets talk.

Nonprofit 52

Nonprofit GAAP CFO Leverage 52

PYMNTS

JANUARY 15, 2021

Blend and MX , which are both FinTech startups, separately announced that they have each landed $300 million in funding. The company said the funds will go toward expansion and investment in offerings for FIs. "No

Investments 62

Investments Leverage Startups Technology 62

PYMNTS

NOVEMBER 13, 2020

But it was a Banking-as-a-Service company that led the roundup this time, with one startup looking to expand into Credit Cards-as-a-Service with its latest investment. Osome connects small and medium-sized businesses to a digital business assistant app to automate accounting, payroll and tax compliance workflows. and Hong Kong.

B2B 91

B2B Banking Foreign Exchange Startups 91