E78 Partners

APRIL 13, 2023

To capitalize on these strategic choices, PE firms need to invest in a strong CFO office, personnel hires, processes and systems, and consider partnering with a transaction advisor to build a platform for successful roll-up strategies. E78 Partners offers finance and technology solutions for PE firms pursuing roll-up strategies.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

SEPTEMBER 30, 2016

From pre-Series A funding to late-stage investment rounds, ranging from a modest $1 million to the week’s high point of $88 million, backers showed their versatility. million funding round from British Business Bank Investments (BBBI). B2B startups saw a little bit of everything this week when it came to venture capital.

B2B 70

B2B Treasury Startups Cash Management 70

Future CFO

APRIL 13, 2023

Ultimately, it is the CFO’s decision to invest for this unknown turn in the bend. 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. In such conditions, capital management is at the front and centre. "I

Mergers and Acquisitions (M&A) 52

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

PYMNTS

JANUARY 6, 2017

Incoming regulatory changes, including with the Affordable Care Act, are some of the largest HR-related concerns businesses have today, so Namely added it will also look to focus on aiding cash management and visibility efforts for its clients facing a financial burden from such regulations. trillion valuation by 2020, reports said.

B2B 43

B2B Valuation eCommerce Investments 43

PYMNTS

MARCH 1, 2016

The tallies are in: Innovate Finance has calculated the state of investment in FinTech for 2015, and we have the numbers. Innovate Finance released The 2015 FinTech Investment Landscape this month, a report that offers a snapshot at how investors are placing their money among financial innovators. investments last year.

B2B 40

B2B Foreign Exchange Accounts Payable Startups 40

PYMNTS

JUNE 10, 2016

New investment rounds reached from Australia to the U.K. million investment deal with another U.K. The investment comes in the form of a $4.3 million in equity investment. If the hefty investment wasn’t enough, it also placed Cylance into the Unicorn Club, as the firm now has a valuation of $1 billion.

Startups 40

Startups B2B Invoicing Finance 40

Future CFO

FEBRUARY 7, 2024

The events such as the Silicon Valley Bank situation serve as reminders for companies to proactively address risks and strengthen risk management policies. Liquidity risk, driven by rising rates and borrowing costs, remains a key challenge for medium-sized and investment-grade companies.

Treasury 105

Treasury Technology Cash Flow Forecasting Leverage 105

PYMNTS

APRIL 23, 2020

But the expansion, giving rise to the new SoFi Invest will offer “automated investing” and financial education. billion (in cash and stock) to buy Galileo Financial Technologies, which focuses on payments and bank account infrastructure. The financial terms of the deal were not disclosed. Looking For The Continuum.

Banking 100

Banking Valuation Education Cash Management 100

Barry Ritholtz

MAY 7, 2024

She has a number of investments as as really a entrepreneur and a venture investor. That led to their investment. Microsoft’s investment in Facebook. I went in there and the valuation was below a billion dollars. And at two years the valuation was $13 billion. She was Chief Revenue Officer at Microsoft.

Advertising 57

Advertising Startups Technology Investments 57

PYMNTS

SEPTEMBER 21, 2018

However, other notable B2B FinTech investments this week have come from startups targeting the inefficiencies of corporate banking, logistics and freight booking, and business payments. million investment from ING Ventures , reports in City A.M. In total, more than $360 million was raised by these companies. said this week.

B2B 75

B2B Startups Accounts Payable Investments 75

PYMNTS

MAY 31, 2019

-based B2B FinTechs led the way in this week’s investment roundup, with more than $212 million in new funding falling in the hands of startups targeting a range of enterprise operations. Accounts payable, cloud migration, Big Data and even legal management for startups raising new funding were all targeted among investors.

B2B 57

B2B Accounts Payable Invoicing Valuation 57

PYMNTS

FEBRUARY 26, 2016

Business owners may be experts in their particular industries, but that doesn’t mean they’re always familiar with some of the back-end processes of running a company, like cash management and investing. With SMEs unable to afford investment banks’ services, the self-teaching method may not always prove successful.

Foreign Exchange 52

Foreign Exchange Valuation Currencies Investments 52

PYMNTS

JULY 14, 2017

— one startup operating in a B2B FinTech industry rarely seen on the VC roundup landed the second-largest investment round of the week. With headquarters in California, PayStand provides cash management and accounts receivable solutions to business customers using blockchain and SaaS tools. Check out who it is.

B2B 53

B2B Startups B2C Cash Management 53

PYMNTS

NOVEMBER 28, 2019

Earlier this year, Robinhood announced a $323 million Series E financing round, bringing the company’s valuation to $7.6 And last month, the company relaunched a checking feature called Cash Management after it was previously shelved due to regulatory issues. The feature will enable customers to earn 2.05

Banking 75

Banking Valuation Cash Management Currencies 75

PYMNTS

JULY 21, 2020

Just a couple weeks ago, the Menlo Park, California-based company announced that it had raised a total of $600 million in venture funding, which put the FinTech’s valuation at $8.6 The company first announced the funding round in May. CNBC said that Robinhood would let most, but not all, of its 10 U.K. employees transfer to the U.S.

Finance 60

Finance Valuation Cash Management Investments 60

CFO News Room

NOVEMBER 5, 2022

From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations. While private valuations have soared in recent years, public markets continue to be less kind to RIAs. Enjoy the ‘light’ reading!

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

CFO News Room

NOVEMBER 26, 2022

Separately, the DoL this week finalized a rule to explicitly permit retirement plan fiduciaries to consider Environmental, Social, and Governance (ESG) factors when selecting investments and exercising shareholder rights (e.g., Annie Lowrey | The Atlantic).

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Securities Investments 130