PYMNTS

SEPTEMBER 18, 2020

What shall we make of private fundraising rounds that make valuation leaps, tacking on billions of dollars with each new capital raise? News about Chime ’s latest funding round might give pause when comparing the tech-savvy upstart’s valuation against some traditional banking players. billion, as CNBC reported. With the $14.5

Valuation 92

Valuation Banking Startups Economics 92

PYMNTS

APRIL 21, 2019

Uber announced late last week that it landed a $1 billion investment from Toyota, DENSO and the SoftBank Vision Fund. On Twitter , Uber Chief Executive Dara Khosrowshahi announced the investment, saying the companies are jointly working toward “the future of mobility.” The investment gives Uber ATG a valuation of $7.25

Technology 72

Technology Transportation Valuation Investments 72

Nerd's Eye View

NOVEMBER 6, 2023

Welcome to the November 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Valuation 82

Valuation Compliance Practice Management Technology 82

CFO News Room

JANUARY 27, 2023

Another is that when valuing companies, I am, in addition to valuing a company to see if it is fairly priced, interested into the broader insights about business and valuation that emerge from the company. per share in 2022. Growth potential : I underestimated the company’s capacity to grow, by limiting its product reach.

Valuation 130

Valuation Investments Manufacturing Marketing 130

PYMNTS

SEPTEMBER 19, 2018

A robotics process automation (RPA) startup has just secured a $3 billion valuation as B2B FinTech continues to explore how the technology will disrupt the market. The funding, which also saw Accel participate, followed only a few months after the company raised $153 million, pulling UiPath’s valuation up to $1 billion.

Valuation 57

Valuation Accounts Payable Reconciliations Startups 57

Future CFO

NOVEMBER 6, 2022

When it comes to venture capital investments in Asia, the top 10 deals were secured among China and Indonesia, said KPMG recently. After falling to a low level not seen since the first quarter in 2017, venture capital investment in China rose slightly in the third quarter this year. Report highlights.

Investments 52

Investments Manufacturing Healthcare Valuation 52

PYMNTS

SEPTEMBER 22, 2019

SoftBank Group is considering a gamble on Brazil and might advise high-growth firms to invest in the country, Reuters reported on Friday (Sept. Although he did not explain, Maciel also said that SoftBank was going to announce a large investment in Brazil. office-sharing startup WeWork. Creditas is aiming to change that.

Investments 65

Investments Transportation Valuation Startups 65

PYMNTS

SEPTEMBER 18, 2020

What shall we make of private fundraising rounds that make valuation leaps, tacking on billions of dollars with each new capital raise? News about Chime ’s latest funding round might give pause when comparing the tech-savvy upstart’s valuation against some traditional banking players. billion, as CNBC reported. With the $14.5

Valuation 56

Valuation Banking Startups Economics 56

PYMNTS

FEBRUARY 24, 2020

SoftBank ’s second Vision Fund has invested in two companies, artificial intelligence company Behavox and healthcare-facing company Karius , according to Reuters. SoftBank has been dealing with losses from its first Vision Fund, which invested in ride-hailing companies and coworking company WeWork.

Investments 60

Investments Healthcare Valuation Securities 60

Future CFO

JANUARY 9, 2022

Global M&A to remain strong in 2022 as valuations reach historic highs, said Willis Towers Watson (WTW) recently. However, high valuations, deal complexity, competition for high-quality assets and pandemic-fuelled supply chain disruption will continue to have knock-on consequences for dealmakers, he noted.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Valuation Numbers Economics 52

PYMNTS

SEPTEMBER 16, 2019

16) that it has received strategic investments from Mastercard and Visa. The investments were part of a previously disclosed $250 million Series C funding round that took place last year. The total to date, according to Plaid, comes to $310 million, with an implied valuation of $2.6

Investments 56

Investments Valuation Financial Systems Financial Data 56

PYMNTS

JUNE 28, 2019

Corporate travel and expense (T&E) management solutions provider TripActions led this week’s B2B venture capital roundup with its announcement of new funding that propelled its valuation to $4 billion. Prime Venture Partners provided the investment, reports said.

Valuation 43

Valuation Reconciliations B2B Startups 43

PYMNTS

APRIL 19, 2019

The big news in B2B FinTech investment this week came from Airbnb , which is bolstering its presence in the business travel market with new funding, while corporate card startup Brex also secured a prominent debt capital investment. The company said it plans to use the investment to further build out its lending operations.

B2B 69

B2B Investments Accounts Payable Benchmarking 69

PYMNTS

OCTOBER 9, 2020

The big B2B investment of the week was Tipalti , which landed $150 million in new funding on a $2 billion valuation. The valuation puts the accounts payable (AP) and mass payments company well into “unicorn” territory, meaning it is valued at over $1 billion. “We Canada, India and Mexico can access Zira’s technologies.

Compliance 107

Compliance Auditing Accounts Payable Valuation 107

PYMNTS

AUGUST 10, 2018

Overstock shares jumped as much as 21 percent after the retailer announced that Hong Kong private equity firm GSR Capital is investing up to $270 million into Overstock’s blockchain subsidiary tZERO. As part of the deal, GSR Capital will also purchase $30 million in tZERO Security Tokens. “We billion (post-money).

Investments 40

Investments Valuation Securities Retail 40

CFO News Room

NOVEMBER 5, 2022

From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations. Pundits continue to expect “SECURE 2.0” Enjoy the ‘light’ reading! Author: Adam Van Deusen. Team Kitces.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

PYMNTS

AUGUST 11, 2020

Apple is on the cusp of a stock market first — becoming the first public company in history to capture a $2 trillion valuation. Wedbush Securities Analyst Daniel Ives offered a resounding yes in a research note on Sunday (Aug. More than a 20 years later, the company is spitting distance from a $2 trillion valuation.

Valuation 48

Valuation Construction Microsoft Office Pharmaceutical 48

Barry Ritholtz

APRIL 5, 2023

ProPublica ) • The Bloomberg Terminal Just Got a ChatGPT-Style Upgrade : The new technology is designed to make searching the terminal simpler. Institutional Investor ) see also How Will AI Change Investing? Will opportunities to find mispriced securities disappear? I Asked a Chatbot : Are analysts toast? Is my fund bloated?

Valuation 112

Valuation Investments Finance Securities 112

PYMNTS

JULY 10, 2020

While the investment isn’t yet official, reports noted that it would propel Taulia’s valuation to as much as $400 million, said Cedric Bru, the firm’s CEO and president, in an interview with The Wall Street Journal. million to the $9 million already secured. million to the $9 million already secured.

B2B 77

B2B B2C Valuation SAP 77

PYMNTS

MARCH 27, 2019

Mobvoi, a China-based artificial intelligence (AI) startup, has almost secured funding to value the company at upwards of $1 billion before an initial public offering, according to a report by Bloomberg. Mobvoi was Google’s first direct China investment following the exit of its search engine from the country in 2010.

Startups 60

Startups Valuation Manufacturing Securities 60

PYMNTS

NOVEMBER 11, 2020

The new funding, led by Tiger Global Management, brings SentinelOne’s valuation to over $3 billion. Cloud, container and IoT technologies are empowering today’s distributed workforce,” Weingarten said in the release. “A

Valuation 107

Valuation Securities Investments Planning 107

PYMNTS

DECEMBER 12, 2018

Some of them do so when they register their bank account credentials to their Venmo accounts, or set up an investment account with Robinhood , savings account with Acorns or loan repayment details with LendingClub. From where he is sitting, growth in financial technology (FinTech), and FinTech-based services, is almost assured. “We

Investments 59

Investments Banking Valuation Accounting 59

PYMNTS

MAY 31, 2018

SoftBank is gearing up to invest $2.25 Reuters , citing the companies, reported that the investment is coming from the SoftBank’s $100 billion Vision Fund. Reuters noted it’s one of the fund’s biggest investments in self-driving technology. Cruise, as a result of the investment, has an $11.5

Investments 40

Investments Valuation Manufacturing Securities 40

PYMNTS

AUGUST 14, 2020

Ahead of an intended initial public offering (IPO), Alibaba Group Holding’s Ant Group has conducted a preliminary filing with the securities watchdog of China, Reuters reported. The news service reported that the move hints that the two Chinese investment institutions will be heading up the group’s onshore offering.

Valuation 105

Valuation Securities Investments Planning 105

PYMNTS

DECEMBER 30, 2020

Highlighting the increasing interest in this startup space is this week's B2B venture capital roundup, which recaps the final two weeks of 2020 in B2B FinTech investments. In addition to global expansion, the company said it plans to invest in its own infrastructure, reports said. Italy's Deliveristo secured a $5.51 CloudTrucks.

B2B 84

B2B eCommerce Banking Accounts Payable 84

CFO News Room

DECEMBER 16, 2022

Job security is always a concern when choosing a career, but some fields are more recession-proof than others. After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. Financial advisors help people invest their money after learning about their financial goals.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

PYMNTS

SEPTEMBER 9, 2020

Berkshire Hathaway plans to invest more than $570 million in cloud data company Snowflake , which has filed for an initial public offering (IPO) of stock. The target valuation points to the high expectations for the company, whose technology aims to handle large volumes of data. That would mean the company could raise $3.24

Profit and Loss 75

Profit and Loss Valuation Investments Sales 75

CFO News Room

DECEMBER 5, 2022

Welcome to the December 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Planning 130

Planning Technology Valuation Communication 130

PYMNTS

JUNE 1, 2016

It has been an interesting roller coaster ride for the team over at Snapchat for the last six months or so – particularly where its funding and valuation are concerned. Overnight Snapchat went from a $16 billion dollar valuation and one of the go-to tales of Silicon Valley dominance in the era of web 2.0

Investments 40

Investments Valuation Startups Advertising 40

CFO News Room

JANUARY 17, 2023

Consequently, I will concentrate this post on how this crisis is playing out in markets, and the effects it has had, so far, on businesses and investments, and whether these effects are likely to be transient or permanent. Investment Implications: Asset Classes, Geographies and Companies. The Lead In. Bond Markets and Default Risk.

Economics 130

Economics Valuation Treasury Forecasting 130

PYMNTS

JUNE 1, 2016

It has been an interesting roller coaster ride for the team over at Snapchat for the last six months or so, particularly where its funding and valuation are concerned. Overnight, Snapchat went from a $16 billion valuation and one of the go-to tales of Silicon Valley dominance in the era of Web 2.0 regulatory filing on Thursday.

Investments 40

Investments Valuation Startups Advertising 40

PYMNTS

DECEMBER 2, 2019

As Founder Masayoshi Son has said, the goal may be to build a company that can grow 300 years down the road, banking on game-changing technologies, such as artificial intelligence. There is money to be made with these enablers, who are, at their core, technology businesses.”. As a result, last month, the company reported a $6.5

Investments 50

Investments Healthcare Startups Valuation 50

PYMNTS

AUGUST 14, 2020

Investments ranged across geographies and industries, but the biggest highlights landed on trade financing and early wage access innovators, as startups bolster their value by supporting small businesses’ and employees’ financial recovery. Accounting automation startup CANDIS secured about $14.2 million in Series A funding.

B2B 65

B2B Finance Accounts Payable Startups 65

PYMNTS

AUGUST 28, 2020

Nuvei Technologies Corp. , the Montreal-based payment technology company, is planning to file an initial public offering (IPO) in the U.S. If Nuvei’s IPO gets the green light from regulators, it could be the largest Canadian technology IPO of 2020. If Nuvei goes public, a source told Bloomberg the IPO would boost that valuation.

Valuation 60

Valuation Currencies Technology Finance 60

PYMNTS

NOVEMBER 10, 2017

B2B FinTech enjoyed more time in the spotlight with investors this week as companies around the globe — ranging from eProcurement to small- and medium-sized business (SMB) accounting to supply chain management startups — secured fresh funding to support growth. ScaleFactor provides accounting and financial management technology for SMBs.

Investments 40

Investments Finance B2B Startups 40

PYMNTS

APRIL 3, 2019

Business payments company Bill.com has secured unicorn status and launched a partnership with Mastercard to accelerate accounts payable for joint business customers. Virtual cards are more secure and provide transparency into cash in-flows and out-flows, which is critical to the growth of all small businesses.”

Accounts Payable 73

Accounts Payable Valuation B2B Invoicing 73

CFO News Room

NOVEMBER 26, 2022

We also have a number of articles on retirement planning: How advisors can incorporate Social Security benefits into a client’s retirement asset allocation. Several easy ways advisors can help find unclaimed assets and save money as the year comes to an end. Annie Lowrey | The Atlantic).

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Securities Investments 130