CFO News Room

JANUARY 24, 2023

A few of these variables are macro variables, but only those that I find useful in corporate finance and valuation, and not easily accessible in public data bases. Rather than replicate that data, my macroeconomic datasets relate to four key variables that I use in corporate finance and valuation.

Marketing 130

Marketing Valuation Corporate Finance Currencies 130

PYMNTS

OCTOBER 18, 2020

Buxton previously worked for cloud application monitoring platform Datadog as VP of finance, where he led the company to a $9 billion valuation and a current market capitalization of upwards of $25 billion, with the number of employees growing from 100 to 2,000 during his tenure, the release says.

CFO 64

CFO Finance Reconciliations Credit Risk 64

PYMNTS

MARCH 26, 2019

billion acquisition of treasury management technology firm Kyriba , according to Private Equity News reports on Monday (March 25). The deal would mark a significant increase in valuation for the firm, which was valued at about $350 million in 2017, when Sumeru Equity Partners provided $45 million in growth equity for the firm. (At

Treasury 66

Treasury Valuation Financial Systems Banking 66

PYMNTS

DECEMBER 18, 2020

The move came as Treasury Secretary Steven Mnuchin warned that Chinese firms that wanted to be listed on U.S. Others have suffered from their own internal problems, such as Luckin Coffee, which was delisted in April over an accounting scandal. A unit of Ping An Insurance Group, Lufax filed confidential paperwork with the U.S.

Auditing 107

Auditing Valuation Treasury Marketing 107

CFO News Room

JANUARY 17, 2023

Russia was also a leading exporter of these commodities, with a disproportionately large share of its oil and gas production going to Europe; in 2021, Russian gas accounted to 45% of EU gas imports. I revisited my valuation of the index, with the updated values: Spreadsheet to value the S&P 500. The Market Reaction. YouTube Video.

Economics 130

Economics Valuation Treasury Forecasting 130

PYMNTS

SEPTEMBER 18, 2018

Together, the companies will link TD Bank business customers to Paymode-X with Visa Payables Solutions, a tool to streamline payables that supports card, ACH and check payments in the accounts payable (AP) department. The tool offers businesses greater flexibility in how they pay vendors and matches payment type to what suppliers need.

Banking 62

Banking Accounts Payable B2B Valuation 62

PYMNTS

JANUARY 7, 2020

Artificial intelligence (AI)-powered FinTech Software as a Service (SaaS) firm HighRadius raised $125 million in a Series B growth funding round, giving it a unicorn valuation, the company announced on Tuesday (Jan. The funding was led by ICONIQ Capital, with participation from existing investors Susquehanna Growth Equity and Citi Ventures.

Treasury 52

Treasury Forecasting Valuation Investments 52

PYMNTS

JANUARY 7, 2020

Artificial intelligence (AI)-powered FinTech Software as a Service (SaaS) firm HighRadius raised $125 million in a Series B growth funding round, giving it a unicorn valuation, the company announced on Tuesday (Jan. The funding was led by ICONIQ Capital, with participation from existing investors Susquehanna Growth Equity and Citi Ventures.

Treasury 52

Treasury Forecasting Valuation Investments 52

Musings on Markets

JANUARY 27, 2022

The treasury curve became steeper, but only at the shortest end of the spectrum, with the slope rising for the 2-year, relative to the 3-month, but not at all, when comparing the 10-year to the 2-year rate.

Treasury 84

Treasury Currencies Investments Numbers 84

PYMNTS

DECEMBER 4, 2020

Stripe announced Stripe Treasury on Thursday (Dec. 4), a new service that will offer debit cards, bank accounts and other financial services to online merchants and vendors using Stripe’s payment processing platform. Since July, global transactions hit valuations of $1.8 trillion, up more than one-third.

Mergers and Acquisitions (M&A) 61

Mergers and Acquisitions (M&A) Banking Valuation Treasury 61

Musings on Markets

JANUARY 8, 2022

A few of these variables are macro variables, but only those that I find useful in corporate finance and valuation, and not easily accessible in public data bases. Rather than replicate that data, my macroeconomic datasets relate to four key variables that I use in corporate finance and valuation.

Valuation 91

Valuation Corporate Finance Currencies Finance 91

PYMNTS

NOVEMBER 3, 2020

The $20 trillion in corporate payments done through paper checks represents a staggeringly large greenfield opportunity – and there is any number of ways to modernize B2B interactions (and corporate treasury activities in lockstep). And though valuations may be stretched, fundamentals are indeed sound.

B2B 82

B2B Treasury Accounts Payable Communication 82

Musings on Markets

MARCH 19, 2022

Russia was also a leading exporter of these commodities, with a disproportionately large share of its oil and gas production going to Europe; in 2021, Russian gas accounted to 45% of EU gas imports. A few weeks ago, I posted my valuation of the FANGAM stocks and noted that only one of them was under valued, at the prices prevailing then.

Economics 100

Economics Valuation Treasury Forecasting 100

Future CFO

APRIL 13, 2023

PwC says M&A tends to slow during times of uncertainty or market volatility—but those can be precisely the times when valuations become more attractive and opportunity knocks. Kabir Ahmed Shakir "When you bring the ROI mindset to every individual in the organisation, capital management is automatically taken into account."

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Communication CFO Leadership 52

PYMNTS

DECEMBER 11, 2019

Yet, as innovators have chip away at friction points, they have recognized the value of incorporating a supplier’s accounts receivable (AR) experience into their solutions. That’s because AR and accounts payable (AP) processes are intrinsically connected. A New Approach To Global Payments.

B2B 53

B2B Accounts Payable Invoicing Currencies 53

Musings on Markets

JANUARY 9, 2021

To illustrate, consider a practice in valuation, where analysts are trained to add a small cap premium to discount rates for smaller companies, on the intuition that they are riskier than larger companies. It is very likely that these rules of thumb were developed from data and observation, but at a different point in time.

Valuation 52

Valuation Currencies Numbers Corporate Finance 52

PYMNTS

APRIL 20, 2016

The world of corporate treasury management has of late had to focus especially hard on the management portion of the job description. The reference work, says the company, helps inform treasury and risk professionals about technology and workflow, with an eye on trading, risk controls and compliance. two years ago to 3.2

Treasury 40

Treasury Risk Management Compliance Investments 40

PYMNTS

FEBRUARY 15, 2019

Named the JPM Coin, the blockchain-based cryptocurrency is designed to enable “the instantaneous transfer of payments between institutional accounts,” according to the company’s blog post. It is a digital coin, representing United States dollars, held in designated accounts at JPMorgan Chase N.A. The JPM Coin isn’t money per se.

Currencies 73

Currencies Banking Valuation Treasury 73

PYMNTS

NOVEMBER 10, 2017

B2B FinTech enjoyed more time in the spotlight with investors this week as companies around the globe — ranging from eProcurement to small- and medium-sized business (SMB) accounting to supply chain management startups — secured fresh funding to support growth. SMB Accounting. Alternative Lending. B2B payments. ScaleFactor.

Investments 40

Investments Finance B2B Startups 40

E78 Partners

APRIL 13, 2023

This trend was made possible by the staggering amounts of capital available in private markets during an era of lower interest rates and surging valuations. Apple went public by its 5th birthday, but companies with similar profiles today stay private for an average of 12 years, and in some cases, up to 20 years.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leadership Forecasting CFO 52

Musings on Markets

JANUARY 17, 2024

Breaking equities down by sub-region, and looking across the globe, I computed the change in aggregate market capitalization, by region: While US stocks accounted for about $9.5 As with any market valuation, there are risks embedded in this value. increase in market capitalization. Caveat emptor!

Valuation 77

Valuation Treasury Forecasting Marketing 77

Bramasol

JUNE 10, 2022

One important side effect of the ongoing trend toward globalization is the need to comply with a range of different accounting principles as well as with disparate reporting and compliance mandates. Parallel Ledgers - in which multiple ledgers are used, with an accounting principle applied to each ledger.

Accounting Principles 85

Accounting Principles IFRS SAP Accounting 85

Musings on Markets

DECEMBER 2, 2020

Setting the Table As with any valuation, the first step in valuing Airbnb is trying to understand its history and its business model, including how it has navigated the economic consequences of the COVID. The Valuation To value Airbnb, I will follow a familiar script, at least for me.

Profit and Loss 52

Profit and Loss Valuation Investments Numbers 52

Future CFO

DECEMBER 7, 2020

Sereen Teoh (ST): I was born and raised in a small fishing village in Penang, Malaysia where I’ve dreamed of becoming an accountant since I was small. I also have a role to play in business development, including corporate finance, investor relations, capital raising, corporate exercises, valuation, and company secretarial activities.

CFO 52

CFO Financial Planning and Analysis (FP&A) Leadership Finance 52

PYMNTS

AUGUST 25, 2016

Payment will come from the consumers’ Visa accounts. are expected to account for one-fifth of all retail transactions; currently mobile POS represent 4 percent of transactions, according to Juniper Research. The company hopes to roll it out later in this year. By 2021, mobile POS transactions in the U.K.

Startups 43

Startups Valuation Treasury Sales 43

Musings on Markets

JULY 17, 2023

In my third post at the start of 2023, I looked at US treasuries, the long-touted haven of safety for investors. In 2022, they were in the eye on the storm, with the ten-year US treasury bond depreciating in price by more than 19% during the year, the worst year for US treasury returns in a century.

Marketing 95

Marketing Treasury Currencies Valuation 95

CFO News Room

JANUARY 22, 2023

In the table below, I look at how 2022 ranks in terms of bad years over the 1928 – 2022 time period: In nominal terms, i.e., before taking into account inflation, 2022 ranks as the seventh worst year, over the 95-year time period, and in real terms, it moves up to being the sixth worst year, with real returns of -23.48%.

Forecasting 130

Forecasting Treasury Investments Economics 130

Musings on Markets

JANUARY 21, 2023

In the table below, I look at how 2022 ranks in terms of bad years over the 1928 - 2022 time period: In nominal terms, i.e., before taking into account inflation, 2022 ranks as the seventh worst year, over the 95-year time period, and in real terms, it moves up to being the sixth worst year, with real returns of -23.48%. Stocks: The So What?

Valuation 70

Valuation Treasury Investments Forecasting 70

PYMNTS

DECEMBER 7, 2017

Blockchain and crypto companies may be operating with cutting-edge technology, but in the back-office, accounting and bookkeeping strategies are stuck in the stone age. The fact is, they’re managing all of their books and records and valuation manually in Excel spreadsheets right now,” he told PYMNTS. “The

Accounting 52

Accounting Auditing Valuation Financial Data 52

CFO News Room

NOVEMBER 30, 2022

In 2021, Jarvis left the more traditional world of large national public accounting firms to co-found Retirement Tax Services to create a new model for how tax preparers and financial advisors work together. Affects how much can be saved to pre- and after-tax accounts ! Property and casualty insurance? Credit card rewards ?

Tax Planning 130

Tax Planning Compliance Planning Communication 130

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. The news comes after PayPal announced that will now let clients purchase, keep and sell cryptocurrency straight from their PayPal accounts.

Startups 89

Startups Currencies Treasury Valuation 89

Barry Ritholtz

AUGUST 29, 2023

And the ETF, the ETF wrapper, allowed people to get that exposure inexpensively, holding it in a brokerage account. DAVIS: Where international equities, because of valuations, probably 7% to 7.5%. RITHOLTZ: So let’s talk about that, because that gap in valuation has persisted for a long time. DAVIS: It’s free money.

Investments 52

Investments Benchmarking Valuation Construction 52

Musings on Markets

JANUARY 20, 2021

The failures of the signal have been variously attributed to low interest rates, accounting mis-measurement of earnings (especially at tech companies), and by some, to animal spirits. That metric, though, has been signaling that stocks are over valued for most of the last decade, a ten-year period when stocks delivered blockbuster returns.

Treasury 52

Treasury Investments Valuation Hurdle Rate 52

PYMNTS

MAY 8, 2020

business accounting startup Countingup announced a $4.94 Targeting freelancers and self-employed professionals, Countingup offers a mobile-first banking solution that merges accounting and banking. Treasury Prime. Countingup. million funding round led by ING, as revealed on the investor’s website this week. Corcentric.

Securities 64

Securities Banking Pharmaceutical Startups 64

CS Lucas

FEBRUARY 10, 2020

A Treasurer’s Conundrum in Accommodating Changes In this business environment, companies are learning to manage their treasury and funding risks better than ever. Suppose new accounting standard requires certain position to use a different basis of valuation. Imagine it on an enterprise-system. C) Why not Apps?

Treasury 40

Treasury Accounting Standards Valuation Finance 40

Barry Ritholtz

OCTOBER 17, 2023

Then the volatility and, and the valuation makes an enormous difference. That fee on the performance that we generate for our clients, a proportion of that our performance goes into a bucket or a, or an escrow account if you like. And the 10 year yield of A A A J G B or or a or a, a treasury or a bond.

Investments 52

Investments Valuation Math Numbers 52

Barry Ritholtz

NOVEMBER 8, 2022

CHANCELLOR: And look — yeah, but then if you look at the valuation of the market at that time, the market was — the U.S. CHANCELLOR: And look — yeah, but then if you look at the valuation of the market at that time, the market was — the U.S. They’re actually just buying long dollars, treasuries.

Valuation 56

Valuation Finance Investments Banking 56