BlueLight

MAY 6, 2020

The investor update email is a powerful tool to leverage this effectively across a big group of investors. In this post, we will cover the communication architecture, why to send investor updates, and the relevant topics to cover. The communication architecture takes many forms.

Communication 52

Communication Startups Finance Benchmarking 52

Fpanda Club

MARCH 28, 2021

Lagging stage can be common to some recently founded startups and is characterized by the lack of formal FP&A structure, processes and procedures. Progressive FP&A is characterized by using best practices in key processes of the function and tends to leverage technologies to bring value.

Budgeting 130

Budgeting Forecasting General Ledger Finance 130

PYMNTS

JULY 30, 2019

Startup Stackin’ announced it has raised $4 million in Series A funding and is also launching no-fee checking and savings in conjunction with the virtual Radius Bank, according to reports. This funding allows us to build out new features around banking and investing that will enhance the relationship with our customers.”.

Banking 46

Banking Communication Investments Leverage 46

PYMNTS

MARCH 6, 2019

They grow faster, reach profitability sooner and generate more revenue per dollar invested than those of their male counterparts, according to a study of female-founded firms. The study reported that for every dollar of capital raised, women-run startups generated 78 cents in revenue, compared to 31 cents for men-run startups.

Startups 71

Startups Leadership Communication Leverage 71

PYMNTS

SEPTEMBER 11, 2019

Consumers have reason to be concerned, especially when choosing which mobile services to trust with their personal finances, and many may resultantly prefer to use apps from major financial companies with long-established reputations over those from fledgling startups. Such caution presents a high bar that app-based startups must overcome.

Securities 45

Securities Startups Compliance Budgeting 45

PYMNTS

MARCH 26, 2018

B2B payments startup Candex announced $3.5 California-based Candex said it will use the investment to focus on expansion and to secure Fortune 500 corporate customers. California-based Candex said it will use the investment to focus on expansion and to secure Fortune 500 corporate customers.

Accounts Payable 43

Accounts Payable Vendor Management B2B Leadership 43

PYMNTS

OCTOBER 1, 2020

More than 40 percent of United States businesses received at least some of their invoices in 2019 via a form of communication that many younger generations may have trouble identifying, let alone using: fax. healthcare officials plan to maintain or increase investment in automation solutions , despite budgetary challenges.

Banking 67

Banking Healthcare Invoicing B2B 67

BlueLight

JUNE 5, 2020

Some startups are thriving in this situation and some startups are fighting for survival. Either way, the business environment is changing rapidly and this typically means startup founders and their boards are communicating much more frequently than in a “business as usual” situation.

Startups 52

Startups Technology Investments Finance 52

PYMNTS

NOVEMBER 3, 2016

startup that has created tools to help consumers complain and track the progress of their complaint, has raised £2.8 We have more than 5 million communications in our system right now and already use them anonymously to help identify key customer issues. Resolver, the U.K.

Communication 62

Communication Leverage Startups Investments 62

PYMNTS

AUGUST 27, 2018

News came early this week that Warren Buffett’s Berkshire Hathaway (the international conglomerate) is aiming to invest as much as $285 million to acquire a stake of as much as 4 percent in One97 Communications, the company that owns and runs Paytm , the digital payments/financial services firm. billion from SoftBank, based in Japan.

Communication 40

Communication Investments eCommerce Leverage 40

PYMNTS

APRIL 23, 2019

Felix Rodriguez, founder and CEO of small business accounting and financial management startup Back Office , spoke with PYMNTS about some of the core functions of financial management that can crumble under the weight of accounting challenges. The firm secured $1.8

Numbers 61

Numbers Accounting CFO Financial Analysis 61

PYMNTS

MARCH 21, 2016

Indian payments startup Paytm has hired Alibaba’s head of wholesale business to steer its growth and build a stronger collaboration with the Chinese eCommerce giant. Paytm is in a similar space to Alibaba, so I can leverage my China experience.”.

eCommerce 40

eCommerce Communication Leverage Startups 40

Future CFO

NOVEMBER 30, 2020

Some of these important competencies may include business acumen, behavioural competence, digital acumen, data interrogation, synthesis & analysis, and communication. Some important competencies include business acumen, behavioural competence, digital acumen, data interrogation, synthesis & analysis, and communication.

Accounting 40

Accounting Finance Education Communication 40

PYMNTS

MAY 30, 2018

According to a press release today (May 30), SPD Bank will be leveraging Ant’s financial-grade technologies in AI, supply chain finance and biometric identification in online risk management to help prevent loan, transaction and marketing fraud. Ant’s Plans. FinTech Kabbage.

Banking 40

Banking Risk Management Startups Cash Management 40

PYMNTS

APRIL 18, 2017

As the pace of digital change is accelerating daily, last-mile delivery companies will need to leverage digital solutions to remain relevant and competitive in a fast-changing market,” the executive said in a statement. But compared to high-tech, communications, banking, utilities and retail, post and parcel falls flat.

eCommerce 40

eCommerce Advertising Budgeting Investments 40

PYMNTS

APRIL 20, 2018

Taiwanese travel startup KKday is hoping to solve that issue by building the platform travelers in Southeast Asia need to connect to local activities. However, at the time of the investment, KKday CEO and Founder Ming Chen said the pairing was strategic for both firms. They reported about $5.5 billion in annual sales last year.

CFO 50

CFO Communication Leverage Startups 50

Barry Ritholtz

JANUARY 24, 2023

They have $37 billion in clients and their own funds, of which they have invested across a variety of disciplines from credit to strategic capital, as well as taking companies private and helping them grow into something more substantial than they’ve been in the past. It was between corporate law and investment banking.

Mergers and Acquisitions (M&A) 103

Mergers and Acquisitions (M&A) Investments Leverage Numbers 103

The CFO College

APRIL 8, 2021

Investing time and money every month into expanding your “VIP” could increase your revenue, especially if you commit to doing something to work on these three areas for one hour a day. Invest a little time every day and eventually you’ll start to see peers and clients looking to you as a viable leader.

CFO 52

CFO Benchmarking Tax Planning Accounting 52

Barry Ritholtz

SEPTEMBER 19, 2023

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. I, I found this to be really an intriguing conversation with somebody who, whose investment charge is unconstrained.

Investments 56

Investments Math Risk Management Benchmarking 56

CFO News Room

DECEMBER 1, 2022

As while advisors certainly can leverage technology to create faster and more efficient back-office processes that help scale a growing practice, the key point is that new technology tools can also help advisors engage in better conversations through innovative presentation tools (e.g.,

Technology 130

Technology Planning Investments Leverage 130

Centage

SEPTEMBER 13, 2022

It shows what your business owes and owns, along with how much shareholders have invested. The cash flow statement includes transactions the business makes through its three main sources — operations, investment, and financing. When leveraged correctly, a forecast is useful for implementing innovative decisions and changing strategies.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Planning Forecasting Profit and Loss 98

PYMNTS

APRIL 5, 2017

The Investment Tracker accelerated in terms of activity and deal size in the week that ended March 31. In fact, the last week of March saw financial investments, in total, at five times the previous week’s tally. In fact, the last week of March saw financial investments, in total, at five times the previous week’s tally.

Startups 40

Startups eCommerce Communication Investments 40

Barry Ritholtz

OCTOBER 19, 2022

That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. It was a startup. It felt like a startup. I mean, it wasn’t quite a startup. So it was really, really fun startup, very collaborative, felt like a family.

Investments 109

Investments Profit and Loss Education Advertising 109

Centage

SEPTEMBER 13, 2022

It shows what your business owes and owns, along with how much shareholders have invested. The cash flow statement includes transactions the business makes through its three main sources — operations, investment, and financing. When leveraged correctly, a forecast is useful for implementing innovative decisions and changing strategies.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Forecasting Profit and Loss 52

PYMNTS

AUGUST 29, 2019

percent wanting their CUs to invest more in security and 19.5 This helps FIs communicate with each other and makes it easier for them to comply with transparency regulations while providing their customers with more control over their data. banks planning to invest in such offerings this year.

Banking 63

Banking Securities Forecasting Communication 63

PYMNTS

OCTOBER 5, 2016

Software based on these technologies can make predictions on customers’ behavior, assess their potential as repeat purchasers and automate communications that will stimulate buying behavior, or even do it for them. Companies with resources want to leverage machine learning, and they want to do it their way. “As

Communication 86

Communication eCommerce Investments Leverage 86

PYMNTS

JULY 24, 2017

For many years, as communication, commerce and even crafting (see: Etsy, Pinterest) migrated to digital spaces, the art world stayed behind, lingering in brick-and-mortar museums, galleries and auction halls. Carey said that’s where the company will be focusing the funds raised in the recent investment round. They were wrong.

Investments 50

Investments Valuation Marketing Communication 50

PYMNTS

JUNE 7, 2017

Yep, free office assistant labor: the holy grail of tight-margined businesses everywhere, and startups especially. “We Kit, the fully-automated virtual assistant, communicates with Shopify merchants via text message or Facebook Messenger to create and run single- or multi-product ads, including videos, on Facebook and Instagram.

Advertising 65

Advertising Startups Retail Technology 65

The Finance Weekly

JULY 31, 2023

Skip to the end to watch the webinar recording) The first panelist is Sloane Kolt who also leads Datarails Labs, the department that is part of the FP&A software startup that developed FP&A Genius , a Chat GPT-like chatbot for finance. Another application gaining traction is leveraging AI for scenario analysis.

Corporate Finance 52

Corporate Finance Finance Leverage Accounts Payable 52

Barry Ritholtz

APRIL 18, 2023

When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. The first job for Morgan Stanley was McCown De Leeuw.

Investments 60

Investments Valuation Marketing Currencies 60

Barry Ritholtz

JULY 31, 2023

At that point, I’d been covering, as you mentioned, investment banking, Goldman Sachs for a couple years. HOFFMAN: Yeah, so Bill, bit of a germaphobe, but he, you know, in mid-February, he has been reading, he’s a voracious consumer of, everything’s kind of a funnel to him and internalizes it in these investment theses.

Treasury 52

Treasury Economics Retail Entertainment 52

Onplan

NOVEMBER 30, 2022

Our guide to the best FP&A tools compares each vendor based on five criteria: Adoption — How easy it is for users to adopt the technology and learn and leverage its full extent of features and capabilities. Key features — The top features each platform is known for or has invested in.

Financial Planning and Analysis (FP&A) 52

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

Barry Ritholtz

MAY 16, 2023

The transcript from this week’s, MiB: Howard Lindzon, Social Leverage , is below. So with no further ado, my discussion with Social Leverage’s Howard Lindzon. HOWARD LINDZON, MANAGING PARTNER, SOCIAL LEVERAGE: Hello, Barry. So in 1999, I invested in this. Like I was just like my one internet investment.

Leverage 111

Leverage Investments Valuation Finance 111