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Orion Acquires Summit Wealth Systems To Become Its Next-Generation All-In-One Portal (And More Of The Latest In Financial #AdvisorTech – January 2025)

Nerd's Eye View

FINNY AI, an AI-powered prospecting tool, has raised $4.2 FINNY AI, an AI-powered prospecting tool, has raised $4.2

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Understanding What Investors Really Look for in Your Financial Reports

CFO Plans

In the whirlwind world of startups and businesses on the hunt for investment, financial reporting is much more than a collection of numbers; its the story of your businesss vitality, potential, and vision. Contact CFO Plans for a consultation or download our comprehensive guide on financial reporting for startups.

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1063: From Banking to Building: One Leader’s Shift to Operations | Eugene Wong, CFO, Clara Analytics

CFO Thought Leader

Originally honing his financial acumen at Silicon Valley Bank, he gained close exposure to startup ecosystems and leveraged finance transactions. Eugene Wong’s CFO Playbook Holistic View : Prioritizes cross-departmental insights to preempt silos and align objectives. This revelation set the tone for Wongs career journey.

CFO
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1055: At the Intersection of Product Love and Financial Leadership | Joanne Chen, CFO, Jellyfish

CFO Thought Leader

Advocates for data-driven decision-making in resource allocation and project prioritization. By providing visibility into what engineers are working on, our platform enables better communication and decision-making, ultimately improving outcomes for the company.

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Cash Flow Management Tips Every Entrepreneur Needs to Ensure Financial Stability and Growth

KG Virtual CFO

For example, a service‐based startup that tracks daily inflows can adjust staffing or marketing spend before a liquidity squeeze occurs. Net 30 or Net 15) and communicate them prominently. Prioritizing essential expenditures ensures that every dollar spent drives value: Implement zero-based budgeting to justify each cost annually.

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1055: At the Intersection of Product Love and Financial Leadership | Joanne Cheng, CFO, Jellyfish

CFO Thought Leader

Advocates for data-driven decision-making in resource allocation and project prioritization. By providing visibility into what engineers are working on, our platform enables better communication and decision-making, ultimately improving outcomes for the company.

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Transcript: Melissa Smith, co-Head of Commercial Banking at JPMorgan

Barry Ritholtz

Really fascinating because she sees the world from a very unique perch, has incredible access to every aspect of both commercial and investing banking that a small startup or medium-sized company, and by medium I mean up to $2 billion in revenue might need. You said and service Service exactly what a fast growing startup needs.