E78 Partners

APRIL 12, 2024

When companies grow rapidly via organic and inorganic M&A, there can be a severe strain on the people, process, and technology infrastructure to support the growing enterprise. But when will you know you have overextended your organization’s ability to manage this growth?

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Concentration Restructuring Planning 59

Future CFO

OCTOBER 2, 2023

Private fund firms are now putting idle cash to work in money market funds (MMFs), which has the dual benefit of earning a yield from cash holdings in addition to mitigating concentration risk. The second benefit is improved risk management.

Cash Management 52

Cash Management Marketing Treasury Concentration 52

Barry Ritholtz

AUGUST 1, 2023

Tech Concentration : Yes, a handful of giant tech stocks are driving market gains. I keep wondering why technology is only 29% of the S&P500… Expensive Markets : There is this fantasy that markets should always revert back to fair value. Some folks who are more familiar with the numbers than I have suggested it will not be pretty.

Forecasting 98

Forecasting Concentration Valuation Economics 98

PYMNTS

NOVEMBER 30, 2020

In explaining the creation of the new rules and enforcers, authorities wrote in the announcement that technology brings much good, but "there is growing consensus in the U.K.

Marketing 75

Marketing Concentration Advertising Numbers 75

PYMNTS

FEBRUARY 1, 2021

Data science company Enigma Technologies has debuted a strategic collaboration with Verisk Financial , which will help to boost insights into companies' financial health, Enigma announced in a Monday (Feb. Enigma Technologies collects and analyzes data on the health and identity of all U.S. 1) press release. businesses.

Analyzing Data 49

Analyzing Data Concentration Technology Investments 49

CFO News Room

JANUARY 8, 2023

Leaders will have to search for ways to do more with less, find value where innovations overlap, and strategically invest in technologies that are hitting a tipping point. A group of McKinsey’s technology practice leaders have taken a look at what 2023 might hold, and offer a few new year’s tech resolutions to consider.

Budgeting 130

Budgeting Securities Economics Technology 130

Musings on Markets

JANUARY 28, 2024

Second, in our zeal to measure risk with numbers, we have lost sight of the reality that the effects of risk are as much on human psyche, as they are on economics. Technology companies have the highest betas, but health care has the riskiest companies, on standard deviation and the price range measure.

Hurdle Rate 93

Hurdle Rate Concentration Investments Finance 93

PYMNTS

AUGUST 31, 2020

Wish’s filing follows a number of startups, including Snowflake, Palantir Technologies and Asana, seeking opportunities amid a crush of investors, Reuters reported. The filing comes on the heels of the popular mobile shopping app raising $300 million in a recent Series H funding round.

eCommerce 70

eCommerce Concentration Valuation Startups 70

Barry Ritholtz

JANUARY 24, 2024

What do those numbers look like, if I’m holding a few 100 stocks instead? Barry Ritholtz : That’s a huge number. They want to diversify away from that concentrated position and at the same time not pay a giant tax bill if, you know, if it could be avoided Ari Rosenbaum : Exactly right. 400, 450, 500.

Concentration 95

Concentration Investments Accounting Marketing 95

The Finance Weekly

NOVEMBER 7, 2023

Delegating responsibilities allows for concentrated efforts on both strategic planning and operational tasks. Closing Skill Gaps and Embracing New Technologies In the field of FP&A, it's common to face challenges related to a lack of skills and the need for ongoing training, especially as new technologies and tools become available.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Strategic Planning Concentration Data Analysis 59

PYMNTS

JULY 13, 2020

The greatest health crisis in a generation is poised to accelerate innovation at the intersection of healthcare , technology and payments as never before. And the retailer ponied up a reported $200 million for pieces of Seattle-based startup CareZone ’s technology, which personalizes prescription drug management for individuals.

Healthcare 87

Healthcare Concentration Startups Retail 87

Future CFO

AUGUST 3, 2023

When it comes to mega deals, there was a decline in numbers this quarter with some notable exceptions. billion) and India-based educational technology company Byju’s ($700 million). billion) and India-based educational technology company Byju’s ($700 million). billion in exit value in Q1’23 to $51.5

Investments 52

Investments Concentration Startups Education 52

PYMNTS

AUGUST 31, 2020

Wish’s filing follows a number of startups, including Snowflake, Palantir Technologies and Asana, seeking opportunities amid a crush of investors, Reuters reported. The filing comes on the heels of the popular mobile shopping app raising $300 million in a recent Series H funding round.

eCommerce 56

eCommerce Concentration Valuation Startups 56

Jedox Finance

MARCH 7, 2023

ChatGPT is propelling widespread adoption of generative artificial intelligence (AI) and uncovering new ways for teams and organizations to explore the technology. 1 Challenges to consider for generative AI With any early stage technology, teams must proceed carefully and consider ethical and practical challenges as they explore use cases.

Planning 52

Planning Concentration Forecasting Finance 52

PYMNTS

MAY 11, 2020

“The initiative we’re really seeing now was driven by the 2014 Farm Bill, which first allowed for payment acceptance at participating grocers, Sheth explained, adding that their proprietary PIN-on-Glass technology makes it possible for EBT shoppers to authenticate their cards in the online channel. The Emerging Grocery Landscape .

Concentration 72

Concentration eCommerce Technology Securities 72

PYMNTS

FEBRUARY 2, 2021

Visa , which is the official payment technology partner of the National Football League (NFL), will provide small- to medium-sized businesses (SMBs) with a one-day offer that will waive some of the costs connected with getting online and taking digital payments on Super Bowl Sunday (Feb. 7), according to a Tuesday (Feb.

Concentration 84

Concentration Advertising Sales Numbers 84

PYMNTS

FEBRUARY 18, 2019

The global insurance technology ( InsurTech ) market is slated to become a $1.1 “One is the high concentration of value, and also the ever-increasing business interruption element of the claim. In addition to examining the most expensive types of insurance claims, Cremer explained which industries tend to have the largest losses.

Concentration 76

Concentration Pharmaceutical Numbers Marketing 76

Future CFO

FEBRUARY 13, 2023

We also started to utilise Power BI for the creation of consolidated reporting materials that are easy to digest instead of referring to heavy excel sheets for the numbers. “We Keeping abreast with the latest technologies and products is also essential,” she offered. Constant analysis of the company’s positions (cash, FX, tax, etc.)

Treasury 98

Treasury Cash Management Restructuring Accounts Payable 98

The Finance Weekly

APRIL 21, 2024

They get that a robust internal network offers insights way beyond the numbers. The focus on ethical behavior is important especially now that CFOs are handling more than just finances – they're involved in areas like human resources and information technology.

CFO 52

CFO Budgeting Auditing Accounting Principles 52

PYMNTS

DECEMBER 14, 2020

Smart technologies have enormous potential to improve both human life and the health of the planet,” stated the World Economic Forum’s 2020 Wild Wide Web report. However, many unintended consequences have also surfaced,” the study added, noting that “cyberattacks have become a common hazard for individuals and businesses.”.

Securities 77

Securities Concentration Economics Transportation 77

PYMNTS

OCTOBER 19, 2018

.” “For several years now, Guadalajara has grown its presence in the global technology ecosystem,” he said. “The concentration of technology companies here make the city a source of experienced talent within Mexico.

B2B 55

B2B Concentration Banking Technology 55

PYMNTS

APRIL 3, 2019

This same type of collection, in similarly concentrated form, has been cause for concern in the recent past , given the potential uses of such data.”. Since that scandal, the social media giant has reduced the number of apps that have access to user data.

Concentration 53

Concentration Securities Numbers Accounting 53

PYMNTS

OCTOBER 31, 2016

The financial technology space may be getting smaller, bit by bit, inch by inch, through strategic acquisitions. In one recent announcement , Corcentric, which offers procure-to-pay technology, said that it had acquired eInvoicing firm InfoAccess.net. Against that backdrop, stated Clark, his firm will aim to be a consolidator.

Invoicing 69

Invoicing Accounts Payable Concentration B2B 69

PYMNTS

DECEMBER 7, 2020

Here’s the latest news from the technology industry, which is coming under increasing scrutiny from governments around the world. UK Regulations to Create New Digital Markets Unit. antitrust regulators are creating a Digital Markets Unit that will be given the duty to enforce rules applicable to Big Tech firms.

Healthcare 57

Healthcare Marketing Compliance Advertising 57

PYMNTS

NOVEMBER 10, 2019

The original plan concentrated on bigger firms, and fizzled after Alibaba and others “dragged their feet.” . China had previously attempted this, and was focusing on large companies like Alibaba Group, but the plan never came to fruition due to a number of factors, including trade tensions and a lack of political support.

Startups 43

Startups Concentration Planning Technology 43

PYMNTS

JANUARY 12, 2020

The startup was founded in May and will introduce a digital banking blueprint concentrated on serving millennials in India, Narayanan told TechCrunch. Co-founder Gwalani, chief product and technology officer, said the startup has about 24 employees, some coming from Netflix, Flipkart and PayPal.

Concentration 40

Concentration Startups Valuation Financial Systems 40

PYMNTS

SEPTEMBER 4, 2019

While a significant number of trucking companies have gone out of business, there are trucking shortages and rising wages. And yet, Supply Chain Dive reported this week that the number of trucking companies that have shuttered has more than tripled so far in 2019 to 640 trucking companies, according to data from Broughton Capital.

Concentration 49

Concentration Numbers Investments Technology 49

PYMNTS

APRIL 1, 2019

The money is being earmarked across a number of initiatives, designed to combat synthetic fraud. As Harris noted during the discussion, synthetic fraud essentially centers around creating a person (a fictitious one, in this case) — where bad actors can and do use fake names, Social Security numbers or birthdates, and build credit histories.

Construction 73

Construction Numbers Concentration Securities 73

CFO Simplified

APRIL 15, 2022

In fact, most of a company’s concentrated efforts go to the creation of what they’re going to sell, and with good reason. Not only was a massive number of staff needed to open and categorize each request, but tracking the delivery addresses was a continuing nightmare. But creating a great product is only half of the story.

Manufacturing 52

Manufacturing Concentration CFO Strategic Planning 52

PYMNTS

FEBRUARY 14, 2019

The companies said the technology could completely change retail by letting companies do market research for products much more efficiently and on a bigger scale. We are packaging up an entire offering and are now talking to a number of companies about the results,” Camera said. “We That is our goal for this year.”.

Retail 49

Retail Concentration Sales Numbers 49

PYMNTS

OCTOBER 12, 2020

This growth is a double-edged sword for merchants, as they need to keep up with consumers’ shifting payment expectations online and in-store while protecting their data against increasing numbers of fraud attacks. With work-from-home and remote learning a new normal, our homes have to work harder than ever.”.

Concentration 79

Concentration Retail Leverage Entertainment 79

Musings on Markets

OCTOBER 4, 2023

The NASDAQ also gave back gains in the third quarter, but is up 27.27% for the year, but those gaudy numbers obscure a sobering reality. In spite of losing 3.65% of their value in the third quarter of 2023, large cap stocks are still ahead 12.13% for the year, but small cap stocks are now back to where they were at the start of 2023.

Marketing 104

Marketing Treasury Valuation Investments 104

PYMNTS

SEPTEMBER 23, 2019

Advanced technology is increasingly raising the stakes of how CUs should operate, with members coming to expect the instant payments and slick mobile interfaces that large banks and FinTechs have made standard. Credit unions (CUs) are facing an ever-shifting financial services landscape. percent and total deposits by 6.9

Concentration 63

Concentration Leverage Healthcare Advertising 63

Future CFO

JUNE 23, 2021

The implications of any new technology need to be considered carefully — especially ones that, according to Stephen Hawking, could make humanity extinct.¹. In addition to envisioning new ways to make it truly useful, societal pressures that come with any new technological advancement must be addressed. write in their report.²

Invoicing 52

Invoicing Accounts Payable Technology Concentration 52

PYMNTS

APRIL 6, 2020

Apple acquired artificial intelligence (AI) startup Voysis to improve its natural language technology, according to a Bloomberg report on Friday (April 3). Headquartered in Dublin, Voysis has been concentrating its efforts on enhancing digital assistants that are integrated with shopping apps. Siri is getting an assistant, sort of.

Startups 52

Startups Nonprofit Concentration Investments 52

PYMNTS

JUNE 23, 2020

II, has said it will also apply for listing on the NYSE, and noted in a statement that “we believe particularly attractive opportunities exist in the diversified industrial, healthcare, technology, media and telecom, and alternative asset management sectors.” ” And in yet another June bid, Hudson Executive Investment Corp.,

Healthcare 52

Healthcare Concentration Investments Marketing 52

PYMNTS

JUNE 3, 2019

Mobile doesn’t just mean apps – order-ahead technology is also increasingly being integrated into cars, and the rise in mobile ordering is affecting restaurants themselves. Even Google recently introduced the ability to order food for pickup or delivery via services like DoorDash, Postmates and ChowNow through Google Maps. Washington, D.C.-based

Concentration 65

Concentration Restructuring Startups Sales 65