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

PYMNTS

AUGUST 7, 2019

Though LendingClub is still reporting losses this quarter and missed its revenue estimates, the market mostly liked what it saw out of the financial services startup when it reported its Q2 earnings. By the numbers, net loss came in at $10.66 million or $0.12 million or $0.72 Adjusted loss per share narrowed to $0.01 from $0.08

Leverage 51

Leverage Startups Forecasting Communication 51

PYMNTS

NOVEMBER 18, 2016

Poland’s startup ecosystem may be considered still in its infancy compared to larger European tech hubs, like London and Berlin, but that doesn’t mean it should be overlooked by entrepreneurs or investors. About 30 percent of all Polish startups surveyed in Startup Poland ’s annual report are based in Warsaw.

Startups 81

Startups Nonprofit Banking Communication 81

CFO Thought Leader

MAY 28, 2023

Hence the printing division of marketing communications giant RR Donnelley remained one of the country’s largest hubs of activity surrounding the creation, printing, and submittal of financial documents. This is really number one. First, I need to continue to help to maneuver our company toward its strategic and operating goals.

CFO 52

CFO Corporate Finance Treasury Leadership 52

PYMNTS

APRIL 6, 2018

Be it the local farmers’ market or world famous art festivals, an increasing number of vendors big and small are turning to mPOS systems to stay competitive and accommodate their customers’ changing payments habits. Around the mPOS World. In Spain, food sales are also becoming more digital-friendly.

Communication 56

Communication Leverage Sales Startups 56

Centage

SEPTEMBER 13, 2022

When leveraged correctly, a forecast is useful for implementing innovative decisions and changing strategies. When you understand the role financial forecasting plays in your business operations, you can successfully leverage financial forecasting methods. This method is critical for startups without historical data.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

JULY 11, 2016

Earlier this year, Visa announced the start of its second annual Everywhere Initiative , where startups go head-to-head to imagine the future of commerce. specifically, Mehta pointed out that over the last 12 to 18 months the number of new app downloads has dropped to an average of zero for 65 percent of people. In the U.S.

Startups 45

Startups Prioritization Advertising Retail 45

PYMNTS

FEBRUARY 14, 2017

This time around, an Alexa integration, a new partnership leveraging telematic capabilities and a major manufacturing investment by BMW are all working to connect and evolve the automotive space. Insurance agencies are looking to leverage technology to improve driver safety (and save policyholders some cash). and $79.99

Investments 40

Investments Manufacturing Leverage Startups 40

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

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

The Finance Weekly

MARCH 1, 2022

The lack of formal FP&A structure, processes, and procedures characterizes the lagging stage, which is common among newly founded startups. We accountants are great at reading off the numbers. Storytelling requires us to have much better communication skills, interpret the data, and explain it in a way that others can understand.”.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

FEBRUARY 15, 2018

The latter stumbling block may be short-lived, Giorgio said, as ICBA Bancard is seeing healthy growth in community banks that are offering credit cards. This uptick in growth stems from what ICBA Bancard terms “startup” and “start over” programs. To surmount hurdles in offering small business cards, ICBA Bancard has two options.

Banking 47

Banking Education Prioritization Startups 47

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., Leverage the back office to the sky. Carl: Yeah.

Technology 130

Technology Planning Investments Leverage 130

Planful

FEBRUARY 23, 2016

A number of the panelists advised getting the best legal counsel and accounting advice when the company is at an early stage. The panelists went on to comment that, as the company grows, people with experience are needed but maintaining the startup culture is vital, too. Transparency and communication are important.

Auditing 40

Auditing CFO Leadership Leverage 40

PYMNTS

APRIL 20, 2018

Travel was one of the first verticals the internet disrupted, and today there are not only countless platforms aggregating hotel rooms, cruises and flights; there are also an almost equally countless number of platforms that aggregate other travel platforms to make sure the customer can get the best value for their holiday booking.

CFO 50

CFO Communication Leverage Startups 50

The CFO College

APRIL 8, 2021

Major soft skills involve time management, effective communication, writing, reliability and responsiveness towards clients, organization, project management, and your ability to own and address your problems and mistakes. World-class reporting also fosters better communication among the management team, board, investors, and lenders.

CFO 52

CFO Benchmarking Tax Planning Accounting 52

PYMNTS

AUGUST 14, 2017

Startups are piling onto Facebook, claiming that they steal their good ideas. . That year, the stories about Snap were those of a hotshot, good-looking cool kid startup, Snapchat, taking on aging social network, Facebook, by giving those highly coveted millennials a mobile app to hangout and chat where their parents couldn’t find them.

Startups 43

Startups Advertising Retail Communication 43

Future CFO

JUNE 10, 2020

His experience cuts across a number of industries and roles from a business analyst for a management consultancy firm to corporate strategist for a global brewer’s Asia-Pacific operations. Philip Lam: As a startup, The Great Room is a lean organisation throughout, and Finance is no exception. How is the finance organization structured?

CFO 52

CFO Finance Forecasting Leadership 52

PYMNTS

MAY 11, 2017

AllWork’s enterprise software handles all day-to-day talent management including timesheets, scheduling, communication, training, education, sales reporting and more. PYMNTS: As most startups have their fair share of hiccups, can you share a few lessons-learned anecdotes? PYMNTS: How many rounds of funding has AllWork received?

Retail 40

Retail Education Sales Communication 40

Barry Ritholtz

JANUARY 24, 2023

And what was interesting was the first leveraged buyout of a public company happened when I was in graduate school. KLINSKY: In 1979, it was the first leveraged buyout of a public company. We had sold the family business, maybe buy another family business one day through a leveraged buyout. RITHOLTZ: Right.

Mergers and Acquisitions (M&A) 103

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

PYMNTS

APRIL 5, 2017

Product Management Software Startup Akeneo In $13M Series B. Frédéric de Gombert, CEO of software startup Akeneo , first noticed the problematic methods by which brands managed product information while working at an IT company helping clients manage or maintain their transitions to eCommerce. million.

Startups 40

Startups eCommerce Communication Investments 40

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. It also leverages powerful data visualization capabilities to help users navigate the software more intuitively and efficiently.

Financial Planning and Analysis (FP&A) 52

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

Barry Ritholtz

SEPTEMBER 19, 2023

00:12:53 [Speaker Changed] I think number one, the team, my team at Goldman and the, a broader team even and the team at Maryland are, are some of my favorite people. New York is number one. 00:39:53 [Speaker Changed] We shouldn’t all be plowing our money into AI startups. You were just right back into it.

Investments 56

Investments Math Risk Management Benchmarking 56

PYMNTS

AUGUST 29, 2019

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. The partnership will further open banking by leveraging the former’s open API cloud-based MoveMoney platform, which accelerates payments via data aggregation and AI.

Banking 63

Banking Securities Forecasting Communication 63

PYMNTS

APRIL 5, 2017

Frédéric de Gombert, CEO of software startup Akeneo, first noticed the problematic methods by which brands managed product inventory information while working at an IT company helping clients manage or maintain their transitions to eCommerce. This creates a single source of product truth across any number of communication and sales channels.

eCommerce 40

eCommerce Communication Startups Retail 40

Barry Ritholtz

OCTOBER 19, 2022

RAMPULLA: I went to Drexel part time while I was at Vanguard, did that commute down to Philadelphia from the suburbs, you know, three times a week for a number of years. It was a startup. It felt like a startup. I mean, it wasn’t quite a startup. I was employee number one in London. RAMPULLA: Yeah.

Investments 109

Investments Profit and Loss Education Advertising 109

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. That year, Artsy hosted 41 commercial auctions, and this year, it’s on track to quadruple that number, Carey said.

Investments 50

Investments Valuation Marketing Communication 50

Barry Ritholtz

APRIL 18, 2023

I mean, there have been leveraged loans and high yield bonds since the 1980s. You get paid for the incremental risk that you’re taking in a more leveraged capital structure. RITHOLTZ: But you’re not dealing with startups; you’re dealing with — BARATTA: Correct. So it’s been a great asset class.

Investments 60

Investments Valuation Marketing Currencies 60

Barry Ritholtz

JULY 31, 2023

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. So, so you choose a number of specific industries or did you choose them? RITHOLTZ: Wild number.

Treasury 52

Treasury Economics Retail Entertainment 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. Uh, Fred said to give me your number.” LINDZON: Lesson number two. Pretty nice.

Leverage 111

Leverage Investments Valuation Finance 111