The Finance Weekly

MARCH 5, 2024

This often involves replacing outdated ERP systems or implementing new cash management solutions. Question 3: Successful Training and Adoption Which software's training and adoption process was exceptionally well-managed across different teams, facilitating a smooth transition or implementation?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Leverage Cash Management 52

PYMNTS

NOVEMBER 16, 2018

While Automation Anywhere’s funding was the largest of the week, its valuation is not the biggest. That achievement goes to UiPath , an industry competitor also operating in the Robotics Process Automation space. According to reports this week, the company raised $265 million in Series C funding, valuing the company at $3 billion.

Accounts Payable 77

Accounts Payable Foreign Exchange Currencies Startups 77

PYMNTS

SEPTEMBER 30, 2016

Kyriba plans to use the funding to focus on product innovation and to strengthen capabilities around risk management, supply chain and cash management and bank connectivity, it revealed. According to reports, the corporate eLearning industry is on par to hit a $31 billion valuation by the end of the decade. FTV Capital.

B2B 70

B2B Treasury Startups Cash Management 70

PYMNTS

DECEMBER 4, 2019

trillion valuation by the end of 2024, and $191 billion by the end of this year. In a statement, TCH Senior Vice President of Product Strategy and Development Steve Ledford said that RTP can benefit corporates by providing “real-time cash management” capabilities.

B2B 52

B2B Treasury Valuation Cash Management 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

JANUARY 27, 2020

Square also noted that it will remove boundaries that are particularly problematic in the retail sector, as many merchants can’t accept payments like cryptocurrencies — because of long processing times due to the fact that crypto valuations could easily change while the payment itself is being processed.

Currencies 52

Currencies Valuation Cash Management Securities 52

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. Globally, Morgan Stanley sees muted M&A activities in 2023.

Mergers and Acquisitions (M&A) 52

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

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

PYMNTS

MARCH 1, 2016

The company is known for its card readers used by merchants for easy card acceptance but has been increasingly upping its B2B game by integrating its payment acceptance tools into companies’ accounting platforms, automating payroll and cash management for clients.

B2B 40

B2B Foreign Exchange Accounts Payable Startups 40

PYMNTS

JUNE 10, 2016

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. In what was the biggest funding round of the week for B2B startups, Cylance announced a $100 million Series D funding led by Blackstone Tactical Opportunities and Insight Venture Partners.

Startups 40

Startups B2B Invoicing Finance 40

Future CFO

FEBRUARY 7, 2024

Amid labor shortages and operational constraints, treasurers are exploring strategies such as working capital management, supply chain financing, receivables financing, and dynamic discounting. These strategies offer opportunities to cut costs without compromising operational efficiency.

Treasury 105

Treasury Technology Cash Flow Forecasting Leverage 105

PYMNTS

APRIL 23, 2020

In one example from earlier this year, SoFi said that it had teamed up with payments giant Mastercard, bringing the SoFi Money debit card to the FinTech’s roughly one million customers (used over Mastercard’s network) to link with Money Cash management accounts (with peer-to-peer (P2P) and check deposit functionality).

Banking 100

Banking Valuation Education Cash Management 100

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. When launching a small business culminates in an entrepreneur ready to sell, this lack of financial literacy can spell problems.

Foreign Exchange 52

Foreign Exchange Valuation Currencies Investments 52

PYMNTS

MAY 31, 2019

But the larger, later-stage investment rounds focused on enterprise cybersecurity and talent recruitment — plus, rumors of upcoming funding could propel a commercial card startup to a $2 billion valuation. SeedLegals. based SeedLegals is in the startup funding business, but it’s not exactly an alternative lending FinTech.

B2B 57

B2B Accounts Payable Invoicing Valuation 57

PYMNTS

SEPTEMBER 21, 2018

The solution lets businesses view balances and transactions, make payments and use their financial service providers’ cash management services within a single solution. Cobase is itself a venture of ING Bank, and aims to take advantage of Open Banking regulations in the U.K.

B2B 75

B2B Startups Accounts Payable Investments 75

PYMNTS

JULY 14, 2017

With headquarters in California, PayStand provides cash management and accounts receivable solutions to business customers using blockchain and SaaS tools. The Series D funding now brings Darktrace’s valuation up to $825 million, with plans to use the new funding to expand into new markets. Check out who it is.

B2B 53

B2B Startups B2C Cash Management 53

Barry Ritholtz

MAY 7, 2024

I went in there and the valuation was below a billion dollars. And at two years the valuation was $13 billion. And they’re trying to combine all those experiences and give you ultimately a, a cash management tool someday. He’s great. And we went out and sold the ads, and I knew that Pinterest would be big.

Advertising 57

Advertising Startups Technology Investments 57

PYMNTS

FEBRUARY 29, 2016

In this week’s Data Digest, we take a trip around the world to uncover the evolving habits of business payments and cash management. The problem is exacerbated, analysts added, by slowing export demand, a declining euro valuation and a steep drop in commodity prices.

Banking 40

Banking Valuation Treasury Cash Management 40

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 High-flying FinTech Robinhood has scrubbed its plans to launch a stock trading app in the U.K. The company first announced the funding round in May.

Finance 60

Finance Valuation Cash Management Investments 60

CFO News Room

NOVEMBER 5, 2022

While private valuations have soared in recent years, public markets continue to be less kind to RIAs. Ultimately, the decision for advisors of whether to recommend I Bonds or TIPS to counteract the effects of inflation is dependent on a client’s broader asset allocation and cash management strategy. 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

As the struggles of stock and bond markets this year wreak havoc on client portfolios (and revenue for firms charging on an assets under management basis), some firm owners might be reluctant to sell when their revenue numbers – an important firm valuation metric – are (perhaps temporarily) lower than they once were.

Mergers and Acquisitions (M&A) 130

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