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‘Don’t just chase valuation’: CFOs back narrative-driven IPO strategy

CFO News

At an ETCFO webinar titled 'CFO’s role in the IPO Journey', CFOs as well as market experts called valuation an art more than a science, implying that more than the calculations, the essence lies in the narrative that is communicated to the long-term investors.

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AI Bias by Design: What the Claude Prompt Leak Reveals for Investment Professionals

CFA Institute

He has a diverse and a rich portfolio of research that spans big data analytics, health informatics, financial technologies, information security, privacy and valuation, intellectual property rights, online market design, and business impacts of technology.

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Weekend Reading For Financial Planners (February 1–2)

Nerd's Eye View

Which could include measures such as additional time to comply with rules that have been adopted but not yet enforced and perhaps, more broadly, an approach from the SEC that focuses more on whether a firm has robust program controls and a strong fiduciary culture rather than seeking out specific, (sometimes minor) missteps and producing enforcement (..)

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#FA Success Ep 333: Scaling A Small-Business-Owner Boutique To A $31M Retainer-Based Valuation, With Jim Dew

Nerd's Eye View

What's unique about Jim, though, is how he has scaled his retainer-based boutique firm to more than $7 million in revenue, a $31 million enterprise valuation, and is growing organically at a 40% growth rate, by providing a high-touch comprehensive advice offering for his business owner niche clientele.

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Crafting Strategic Visions with Roger Castle

CFO Talks

His approach involves working backward from desired outcomes, such as an EBITDA goal or exit valuation, and breaking these down into actionable steps and KPIs. Roger highlighted that clarity in communication and tangible benefits for employees are critical in aligning the team with the companys vision. Then we ask, how do we get there?

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New Funding For Custom Spreadsheets Puts Airtable At $2.5B Valuation

PYMNTS

Airtable , a spreadsheet startup, ended a funding round with a new valuation of $2.5 Howie Liu , co-founder and CEO, called his company a part of a “second wave” that would move companies beyond communication apps like Zoom and Slack, and into more advanced tech to add productivity, according to Bloomberg.

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The FX Automation Revolution: Hedge Trackers LLC’s Ashley Pater

Global Finance

By automating exposure identification, valuation, and scenario planning, treasury teams gain the ability to model multiple outcomes in real time, providing clear insights into potential risks and opportunities. GF: Why is advanced connectivity so important to FX risk management? Connectivity goes beyond data aggregation.