PYMNTS

OCTOBER 20, 2017

Two cybersecurity companies came out on top, but they both focus their enterprise security efforts in different ways. PYMNTS takes a look at those cybersecurity firms, plus a few of the treasury management, blockchain and logistics firms that also grabbed fresh funding. Duo Security. It brings Duo Security’s valuation up to $1.17

Startups 43

Startups B2B Treasury SAP 43

PYMNTS

OCTOBER 11, 2019

Avrios said it will use the investment to further develop its fleet management platform that supports employees’ mobility needs. The company plans to deploy its new funding to strengthen its core product offering, as well as to invest in sales and marketing. challenger bank Tide secured $54.3 Canada, the U.S.,

Foreign Exchange 67

Foreign Exchange Startups B2B Investments 67

Musings on Markets

MARCH 19, 2022

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. to 25% for the Eurozone.

Economics 100

Economics Valuation Treasury Forecasting 100

PYMNTS

JULY 15, 2020

The company had initially aimed to raise 700,000 pounds ($881,000) at a valuation of 12 million pounds ($15.1 The aim of Coconut is to offer micro-business accounting services and have their assets as well as funds be more effective through the help of smart treasury management. million pounds ($3.15 It notched 1.8 million pounds ($2.27

Accounting 64

Accounting Valuation Treasury Banking 64

PYMNTS

SEPTEMBER 30, 2016

From pre-Series A funding to late-stage investment rounds, ranging from a modest $1 million to the week’s high point of $88 million, backers showed their versatility. Find out who else secured funding below. million funding round from British Business Bank Investments (BBBI). Enterprise Security. Expense Management.

B2B 70

B2B Treasury Startups Cash Management 70

PYMNTS

OCTOBER 13, 2017

B2B FinTech saw one of its most stellar funding weeks in a while, led, of course, by the high-profile Bill.com investment. But that wasn’t the only — or even the largest — investment round confirmed. In all, the industry secured more than $324 million with B2B payments, logistics and artificial intelligence leading the way.

B2B 47

B2B Treasury Startups Investments 47

Future CFO

APRIL 13, 2023

The three years since 2020 saw organisations focus on digitalisation, payment efficiency, security, and cash forecasting. Ultimately, it is the CFO’s decision to invest for this unknown turn in the bend. He posits that given the environment, it is natural that boards and CFOs are looking at conserving and prudently investing cash.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Communication CFO Leadership 52

Musings on Markets

AUGUST 15, 2023

In every introductory finance class, you begin with the notion of a risk-free investment, and the rate on that investment becomes the base on which you build, to get to expected returns on risky assets and investments. What is a risk free investment?

Investments 80

Investments Currencies Treasury Hurdle Rate 80

CFO News Room

DECEMBER 5, 2022

As a result, the ‘traditional’ valuation of an advisory firm wasn’t really 2X revenue; it was 6-8X profits, and when advisory firms can run 25% to 30% profit margins, 7X profits at 28% margins came out to almost exactly 2X revenue. (In When it comes to technology firms, revenue valuation multiples are often much higher.

Planning 130

Planning Technology Valuation Communication 130

CFO News Room

NOVEMBER 30, 2022

Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden. Executive Summary. Taxes are a central component of financial planning.

Tax Planning 130

Tax Planning Compliance Planning Communication 130

Musings on Markets

JULY 1, 2022

To put risk capital in perspective, it is best to start with a definition of risk that is comprehensive and all-inclusive, and that is to think of risk as a combination of danger (downside) and opportunity (upside) and to consider how investments vary in terms of exposure to both.

Marketing 88

Marketing Investments Profit and Loss Treasury 88

PYMNTS

FEBRUARY 15, 2019

According to Umar Farooq, head of treasury services and blockchain for JPMC , the release of the coin represents JPMC’s next natural step in widening its blockchain experiment for its institutional partners. money movement, payments in securities transactions). It’s not created to be for public investment.”.

Currencies 73

Currencies Banking Valuation Treasury 73

Musings on Markets

DECEMBER 2, 2020

Setting the Table As with any valuation, the first step in valuing Airbnb is trying to understand its history and its business model, including how it has navigated the economic consequences of the COVID. That said, though, it is worth peeking under the hood to see how this business model plays out as revenues and earnings.

Profit and Loss 52

Profit and Loss Valuation Investments Numbers 52

Nerd's Eye View

OCTOBER 4, 2023

The expectations for the future economic outlook also appear in the valuations of equities, which tend to reflect how markets anticipate that corporate earnings will grow in the future.

Valuation 80

Valuation Economics Marketing Manufacturing 80

Future CFO

DECEMBER 7, 2020

ST: I’m reporting to the CEO and board of directors, providing leadership in all aspects of business and finance, including strategic planning, annual business plan, rolling forecast, financial management, treasury, regulatory reporting, internal controls, taxation, and procurement. All these are key to success.

CFO 52

CFO Financial Planning and Analysis (FP&A) Leadership Finance 52

PYMNTS

AUGUST 25, 2016

According to the KPMG Fintech report , Q2 shows investment in VC-backed Fintech deal activity dropped to a five-quarter low in Q2 2016. Shopify is a Canadian startup that went public with unicorn valuation ($1 billion) on the New York and Toronto stock exchanges, and it’s launching its own card-reading device.

Startups 43

Startups Valuation Treasury Sales 43

PYMNTS

MAY 8, 2020

But the biggest round of the week went to a challenger bank, which also secured unicorn status with its latest funding. Though it did not disclose how much it raised, Singapore FinTech platform Nium announced a new investment round led by Visa and several existing backers. million investment round, reports in ProlificLondon said.

Securities 64

Securities Banking Pharmaceutical Startups 64

Barry Ritholtz

AUGUST 29, 2023

Greg Davis, Chief Investment Officer at a little shop called the Vanguard Group, which manages $8 trillion. Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. GREG DAVIS, CHIEF INVESTMENT OFFICER, VANGUARD GROUP: Thanks, Barry.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

NOVEMBER 8, 2022

His latest book could not be more timely, “The Price of Time: The Real Story of Interest,” it’s all about the history of interest rates, money lending, investing speculation, funded by banks and loans and credit. You can imagine, you give a bearish message at a bullish investment conference, and no one listens to you.

Valuation 57

Valuation Finance Investments Banking 57

Barry Ritholtz

AUGUST 15, 2023

Let’s talk a little bit about your alternative investments career. And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

CFO News Room

NOVEMBER 8, 2022

So, last year, valuations were high, interest rates were low. And I said, “Look, you’ve got to look at where we are with valuations, and you have to look at where the 10-year Treasury is at. gains tax rate where some of these clients are retiring early before they turn pension and Social Security on.

Restructuring 130

Restructuring Planning Accounting Marketing 130

PYMNTS

JUNE 29, 2018

Bento for Business , which offers small- and mid-sized businesses (SMBs) financial management tools, said that it garnered $9 million in investments led by Edison Partners , along with existing investor Comcast Ventures. CashShield has said it secures more than $5 billion of transactions annually. CashShield. LeaseAccelerator.

Startups 40

Startups Accounting Standards Valuation Treasury 40

PYMNTS

DECEMBER 7, 2017

The fact is, they’re managing all of their books and records and valuation manually in Excel spreadsheets right now,” he told PYMNTS. With greater attention and investment in blockchain and cryptocurrency technology comes heightened criticism over many areas of the industry. They’re dying for a solution.

Accounting 52

Accounting Auditing Valuation Financial Data 52

Barry Ritholtz

FEBRUARY 13, 2023

He holds all sorts of fascinating titles in addition to chief investment officer for bonds. trillion in various investments. If you’re at all interested in a lecture school in investing or fixed income, or active and passive, this is just a masterclass as to how to do it right. He helps to oversee $2.5 RITHOLTZ: Really?

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

Barry Ritholtz

SEPTEMBER 26, 2023

I found this to be just a masterclass in everything you need to know about distressed credit investing, private credit, the role of the economy, the fed interest rates, inflation, bottoms up, credit picking, and how to manage a firm and a fund in light of just massive dislocations in your space, as well as the overall economy.

Investments 52

Investments Economics Banking Construction 52

Barry Ritholtz

MARCH 12, 2024

Sean Dobson has really had a fascinating career as a real estate investor, starting pretty much at the bottom and working his way up to becoming a investor in a variety of mortgage backed securities, individual homes, commercial real estate, really all aspects of the finding, buying and investing in, in real estate. Anything else?

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57

Barry Ritholtz

DECEMBER 12, 2023

You fell in love with investing as an 8-year-old. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. He developed the Ginnie Mae contract, which at one time was a big thing in treasury bond contract. Things get worse at one of the companies that I’ve invested in.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

DECEMBER 20, 2022

His name is Robert Koenigsberger, and he has a fascinating career in emerging market, opportunistic and distressed debt investing. If you’re interested in what it’s like investing in emerging market debt, how that part of the investment firm has changed over the decades as the world itself has changed.

Restructuring 61

Restructuring Investments Marketing Banking 61

Barry Ritholtz

FEBRUARY 20, 2024

So, for example, the treasury was thinking about moving to direct deposit, but they wanted to know how much it was gonna cost them because direct deposit, they, they, they, they, the money clears, you know, sorry, almost instantly, right? So they wanna know how many days does it take a, a treasury check to get back to us.

Treasury 57

Treasury Marketing Economics Banking 57

Barry Ritholtz

FEBRUARY 7, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Bill Cohan is a fixture on Wall Street for a long time, both as an investment banker at Lazard Freres and eventually Merrill and JPMorgan Chase, as well as an author. RITHOLTZ: So, you ended up becoming an investment banker.

Mergers and Acquisitions (M&A) 101

Mergers and Acquisitions (M&A) Banking Investments Restructuring 101

Barry Ritholtz

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. How does a kid from Arizona, from Phoenix, get interested in venture investing, not exactly known as a hotbed of early-stage tech companies. So in 1999, I invested in this. Like I was just like my one internet investment.

Leverage 112

Leverage Investments Valuation Finance 112

Barry Ritholtz

NOVEMBER 7, 2023

’cause there’s a lot you can do if you are willing to run the risk that like maybe the Securities and Exchange Commission will sue you or like maybe you’ll go to jail for a year, you know, but maybe you’re gonna make a lot of money first. The, it’s not even return on investment, here’s our $50 billion.

Numbers 61

Numbers Profit and Loss Banking Finance 61