Centage

SEPTEMBER 5, 2023

Three: Benchmark Industry Profitability Ratios Your profit margin might look weak to you, but is it? Benchmark your industry before looking at your profitability so you know what to aim for. Four: Understand Customer Valuation Your customers are the source of your revenue – and your profits. But how much are they really worth?

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Budgeting Benchmarking Valuation 98

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

Spreadym

JULY 14, 2023

Financial models are mathematical representations or frameworks used to analyze the financial performance and make predictions about the future financial outcomes of a business, project, or investment. Valuation models: Valuation models are used to determine the intrinsic value of a business, asset, or investment.

Financial Modeling 52

Financial Modeling Mergers and Acquisitions (M&A) Valuation Budgeting 52

PYMNTS

AUGUST 15, 2017

Ride hailing app company Uber is reportedly considering an offer from an investment group that wants to own a bigger share of the company. The Recode news report noted the deal between would include the purchase of existing shares at a lower valuation. The pricing of the investment deal is currently a moving target, Recode reported.

Benchmarking 40

Benchmarking Valuation Investments Marketing 40

Nerd's Eye View

JUNE 27, 2023

In this episode, we talk in-depth about how, in 2022, Eric and his wife Kali faced a tumultuous year the firm dipped from $600,000 to $500,000 of revenue run rate in just the first few months and because it coincided with the arrival of their first child they didn’t have the bandwidth and capacity to adapt, how, to help with capacity constraints, (..)

Valuation 57

Valuation Benchmarking Communication Leverage 57

Centage

SEPTEMBER 5, 2023

Three: Benchmark Industry Profitability Ratios Your profit margin might look weak to you, but is it? Benchmark your industry before looking at your profitability so you know what to aim for. Four: Understand Customer Valuation Your customers are the source of your revenue – and your profits. But how much are they really worth?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Benchmarking Valuation 52

PYMNTS

OCTOBER 18, 2020

The San Francisco-based company is eyeing valuations from $4 billion to $5 billion, according to Bloomberg, and has seen its business grow amid COVID-19. The privately-held company lists its investors as including Benchmark, Shasta Ventures, Greylock Partners, Kleiner Perkins, Riverwood Capital, Bond, Axel Springer and Comcast Ventures.

Benchmarking 79

Benchmarking Valuation Investments 79

PYMNTS

APRIL 24, 2018

With tech IPOs on the rise, Benchmark partner Bill Gurley has declared that “it’s cool to go public again.”. Of course, Gurley has seen some of his own investments go public in recent months. Of course, Gurley has seen some of his own investments go public in recent months.

Benchmarking 43

Benchmarking Valuation Investments Finance 43

Barry Ritholtz

FEBRUARY 6, 2024

I love finding these people who are just absolute rock stars within their space that most of the investing public probably is not familiar with, haven’t heard about them. Its index and its benchmark. Tremendous track record, unusual background comes from computer science and software and, and pivoted into quantitative investing.

Valuation 52

Valuation Investments Finance Math 52

Jedox Finance

APRIL 21, 2020

Assets with strong fundamentals and low valuations create openings to new markets. Distressed debt urgently needs financing; and digital and automation investments can strengthen resilience and agility. Frequent structured communication on performance benchmarks and earning multiples, maintains investor confidence and stability.

Benchmarking 52

Benchmarking Valuation Communication Planning 52

PYMNTS

APRIL 1, 2019

Other participating investors included prior backers Benchmark, Spark Capital and Index Ventures, according to reports. investments. The company now reportedly has a valuation of more than $500 million and has taken in $170 million in venture capital funding.

Benchmarking 40

Benchmarking Valuation Communication Investments 40

PYMNTS

AUGUST 18, 2016

The worries over valuations tied to unicorns, by now universally defined as the tech firms with implied valuations above $1 billion, have ebbed and flowed, depending on what time of the quarter or even the day it might be.

Valuation 40

Valuation Benchmarking Compliance Investments 40

Barry Ritholtz

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. Is that poker, is that investing sounds like both.

Investments 52

Investments Valuation Math Numbers 52

PYMNTS

APRIL 2, 2018

percent owned by CIBC Investments, a unit of the Canadian Imperial Bank of Commerce. Spotify is readying to float in a matter of days, with reports in Reuters estimating the company’s valuation at about $19 billion. An F-1 registration statement revealed the bank’s plans for an IPO in the U.S., The bank is 91.7

Benchmarking 44

Benchmarking Valuation Treasury Banking 44

VCFO

MARCH 30, 2023

Building Blocks and Best Practices for Driving Business Value Business valuation is not an original or uncommon topic. A good place to start is benchmarking yourself against your competition. Are you considering selling your business in the next several years or looking to address a specific business valuation driver?

Valuation 89

Valuation SAP Concentration Benchmarking 89

Barry Ritholtz

MARCH 20, 2024

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” For most of the last century, investing was a lot more art than science. What Works on Wall Street was the first quantitative equity investing work, more or less for the layperson.

Investments 61

Investments Benchmarking Valuation Math 61

PYMNTS

FEBRUARY 7, 2020

Things were a bit more active on the Amazon front, with a big infrastructure investment pushing its market cap back over the $1 trillion line, a new B2B financing partnership with Goldman Sachs potentially in the offing and its expanding stores and services menu. Market Cap Watch: Back to the Trillionaire Club With Logistic Investments.

eCommerce 52

eCommerce Benchmarking Restructuring Credit Risk 52

Barry Ritholtz

OCTOBER 24, 2022

The transcript from this week’s, MiB: Marta Norton, Morningstar Investment Management , is below. BARRY RITHOLTZ, BLOOMBERG RADIO HOST: This week on the podcast, I have an extra special guest, Marta Norton is the Chief Investment Officer for Morningstar Investment Management. What makes a good investment strategy?

Investments 52

Investments Valuation Benchmarking Marketing 52

Musings on Markets

AUGUST 15, 2023

In every introductory finance class, you begin with the notion of a risk-free investment, and the rate on that investment becomes the base on which you build, to get to expected returns on risky assets and investments. What is a risk free investment?

Investments 80

Investments Currencies Treasury Hurdle Rate 80

PYMNTS

OCTOBER 4, 2019

The fact that WeWork has failed to go public may mark a line in the sand, where public markets will not throw money to companies that are looking for capital and have valuations in the tens of billions of dollars. But not even getting out of the gate speaks to something larger. For WeWork , of course, the filing Monday (Sept.

Benchmarking 40

Benchmarking Valuation Securities Marketing 40

PYMNTS

APRIL 26, 2019

Alphabet and Saudi Arabia aren’t planning on selling any stock, but venture capital firm Benchmark – the company’s biggest seller – is offering 5.7 The earliest investors in ride-hailing company Uber are looking to sell about $1.3 million shares, according to a regulatory filing released on Friday (April 26).

Benchmarking 59

Benchmarking Planning Marketing Valuation 59

PYMNTS

DECEMBER 1, 2017

All of this [bad] news is expected to impact the rather complex investment deal that Uber and a SoftBank-led consortium are trying to close in order to add $7 billion to the $10 billion flow into Uber’s coffers. a share, a price that would decrease Uber’s $60 billion valuation by 30 percent. billion in funding.

Valuation 57

Valuation Benchmarking Restructuring Numbers 57

Barry Ritholtz

AUGUST 29, 2023

Greg Davis, Chief Investment Officer at a little shop called the Vanguard Group, which manages $8 trillion. Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. GREG DAVIS, CHIEF INVESTMENT OFFICER, VANGUARD GROUP: Thanks, Barry.

Investments 52

Investments Benchmarking Valuation Construction 52

PYMNTS

JUNE 30, 2016

In the very near future these companies may see the valuation of their businesses diminish, capital requirements change and even more investors looking to invest in the E.U. This time of uncertainty has left many unable to really plan a next move. rather than directly in the U.K. is yet to be seen. The Index insights for the U.S.

Currencies 41

Currencies Benchmarking eCommerce Valuation 41

Barry Ritholtz

FEBRUARY 27, 2023

equity valuations: “Baby-boomers’ huge flow of 401K plan contributions helped to drive equities higher; now that ~70 million Boomers are retiring, when do demographics flip this from a huge positive to a net drag?” equity market since 1945 has shifted dramatically to different investment vehicles.

Benchmarking 127

Benchmarking Valuation Investments Marketing 127

VCFO

MARCH 17, 2023

A benchmark exercise can also provide insight here. Ensuring Proper Inventory Valuation When inventory is not valued properly, turnover ratios return false information, affect cash, and cloud understanding of how investment in inventory is affecting the business. Request a Free Consultation from a vcfo expert who can help.

Manufacturing 73

Manufacturing Benchmarking Forecasting Profit and Loss 73

Barry Ritholtz

AUGUST 15, 2023

Let’s talk a little bit about your alternative investments career. And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

CFO News Room

DECEMBER 17, 2022

But in the world of financial advice, there so far has been little regulation on advisor titles ( unless someone tries to call themselves an “investment counselor”, which ironically is still regulated under the Investment Advisers Act of 1940 ).

Education 130

Education Planning Benchmarking Investments 130

Barry Ritholtz

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. I thought this was an absolutely fascinating way to see the world of investment management. Investment banks were not really a known concept in the area where I grew up.

Investments 116

Investments Banking Advertising Finance 116

Barry Ritholtz

OCTOBER 31, 2023

 The transcript from this week’s, MiB: Michael Carmen, Co-Head, Private Investments, Wellington Management , is below. We were originally very equity heavy back in the day, and we made a lot of investments on the fixed income side. So fixed income is now a substantial percentage of our assets. 00:07:20 [Speaker Changed] Right.

Investments 61

Investments Marketing Numbers Valuation 61

CFO News Room

FEBRUARY 2, 2022

David Conrod, what a fascinating career in the world of capital raising and private equity from Guggenheim Partners to FocusPoint Capital, he really has seen just a little bit of everything and is very, very knowledgeable about how that side of the investment world works. HSBC sponsored the team to invest in India and South Asia.

Investments 100

Investments Economics Numbers Marketing 100

Barry Ritholtz

JULY 24, 2023

And so when I asked myself the question, am I qualified to provide investment advice? And so for the longest time, I actually thought that my unconventional background, I wasn’t an Ivy League student, I didn’t train at an investment bank, I wasn’t working for a hedge fund, I started my career as a bank teller.

Construction 52

Construction Marketing Valuation Investments 52

Jedox Finance

APRIL 12, 2023

When setting expectations, the ability to calculate target productivity ratios of employees against industry benchmarks is illuminating for boards and potential investors. Capital raising Workforce planning data is increasingly relevant in due diligence processes in which investors evaluate organizations for potential investment.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Budgeting Benchmarking 52

Barry Ritholtz

FEBRUARY 13, 2023

He holds all sorts of fascinating titles in addition to chief investment officer for bonds. trillion in various investments. If you’re at all interested in a lecture school in investing or fixed income, or active and passive, this is just a masterclass as to how to do it right. You’re chief investment officer.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

Barry Ritholtz

MARCH 26, 2024

The transcript from this week’s, MiB: Liz Ann Sonders, Schwab Chief Investment Strategist , is below. She is the chief investment strategist and member of the firm’s Investment Committee at Schwab. She is as much in the mix, in the thick of what’s going on in the world of investing as anybody.

Investments 57

Investments Marketing Concentration Economics 57

PYMNTS

DECEMBER 7, 2018

led the investment in the FI, while CreditEase, LionTree and a slew of existing investors also joined the funding round. The company announced $103 million in Series E funding, CRN reports said this week, with backers at Premji Invest leading the investment. Cross Creek Advisors and previous backers also participated.

B2B 70

B2B Startups Benchmarking Manufacturing 70

Barry Ritholtz

MARCH 14, 2023

He was the chief investment strategist at Merrill Lynch where he worked for more than 20 years. If you’re at all interested in thinking about asset allocation, top-down analysis, how to think about the world of investing, not as a stock picker, but as a broad macro perspective, none better than Rich Bernstein.

Quantitative Analysis 61

Quantitative Analysis Investments Valuation Marketing 61