E78 Partners

MAY 14, 2025

Technology is reshaping private equity (PE) by enabling portfolio companies to achieve operational efficiency, revenue growth, and higher valuations. The technology function is now emerging as an indispensable partner in driving sustainable value creation and competitive advantage.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Technology Valuation Prioritization 59

PYMNTS

JANUARY 7, 2021

TCV's investments include Netflix, RELEX, Spotify and WorldRemit. . The deal raises the valuation of Mambu and its software banking platform to more than €1.7 TCV led the latest round of financing, with Tiger Global and Arena Holdings contributing additional dollars. billion ($2 billion), the company said in a press release.

Valuation 102

Valuation Investments Nonprofit Banking 102

Future CFO

FEBRUARY 9, 2025

In this environment, CFOs must prioritise cybersecurity investments that deliver a tangible return on investment. One of the main challenges in securing cybersecurity investments lies in the nature of cybersecurity itself. How can we maximise the return on these investments while achieving our security goals?"

Investments 52

Investments Profit and Loss Securities Risk Management 52

CFO Strategic Partners

MARCH 22, 2025

5 Keys to Staying Ahead of the Technology Curve with AI and Process Automation In today’s increasingly data-heavy finance arena, process automation is no longer a luxury. 5 Keys to Staying Ahead of the Technology Curve with AI and Process Automation In today’s increasingly data-heavy finance arena, process automation is no longer a luxury.

Technology 52

Technology Leadership Auditing Prioritization 52

CFA Institute

MAY 14, 2025

Dan Philps, PhD, CFA, is the head of Rothko Investment Strategies, where he leads an AI-driven systematic equities investment business that has delivered strong, fundamentally-driven alpha for institutional investors since its inception in 2013. He is a CFA charterholder and a member of the CFA Society of the UK.

Investments 52

Investments Business Analytics Communication Valuation 52

CFO News Room

JANUARY 15, 2023

billion and predicted operating margin of 25% in that year reflected my optimistic take for the company, with substantial reinvestment (in acquisitions and technology) needed along the way (as seen in my reinvestment). Note that I am capitalizing R&D expenses to give the company healthier margins right now, to begin my valuation).

Valuation 130

Valuation Advertising Numbers Education 130

Musings on Markets

NOVEMBER 9, 2021

If you are interested, you can see my valuations from 2014 , 2016 and 2017. I would be lying if I said that I have had clarity about Tesla's story over the last decade, because it has so many tangents, distractions and shifts along the way, flirting with narratives about being a battery company, an energy company and a technology company.

Valuation 101

Valuation Profit and Loss Manufacturing Investments 101

Global Finance

APRIL 5, 2025

The top three sectors when it comes to dealmaking, according to McKinsey, are global energy and materials (GEM); telecom, media, and technology (TMT); and financial services. billion in 121 projects across six countries, nearly double the amount it invested in 2023. billion valuation. In Ukraine, the bank deployed $2.6

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Healthcare 52

Musings on Markets

FEBRUARY 8, 2025

I spend most of my time in the far less rarefied air of corporate finance and valuation, where businesses try to decide what projects to invest in, and investors attempt to estimate business value. In this role, the cost of capital is an opportunity cost, measuring returns you can earn on investments on equivalent risk.

Hurdle Rate 75

Hurdle Rate Valuation Corporate Finance Currencies 75

PYMNTS

JANUARY 31, 2021

The parent fund already invested $200 million in the space, according to the release. insurance industry is five times larger than that of the banking industry; yet the technology used by most insurance companies is antiquated. The revenue of the U.S.

Investments 101

Investments Valuation Technology Marketing 101

E78 Partners

MAY 29, 2025

How middle-market PE firms are redefining the CFO role to maximize returns in an increasingly complex investment environment The private equity playbook is shifting. For Operating Partners and General Partners focused on middle-market investments, the CFO has evolved from financial steward to strategic architect. yearsup from 3.1

CFO 52

CFO Valuation Investments Leadership 52

Barry Ritholtz

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.

Investments 59

Investments Currencies Financial Systems Marketing 59

Musings on Markets

APRIL 21, 2022

billion and predicted operating margin of 25% in that year reflected my optimistic take for the company, with substantial reinvestment (in acquisitions and technology) needed along the way (as seen in my reinvestment). Note that I am capitalizing R&D expenses to give the company healthier margins right now, to begin my valuation).

Valuation 115

Valuation Advertising Numbers Education 115

VCFO

MARCH 30, 2023

Building Blocks and Best Practices for Driving Business Value Business valuation is not an original or uncommon topic. Products are eventually going to suffer if investments are not being made into improving their use, refining their aesthetics, and understanding who is using them.

Valuation 86

Valuation SAP Concentration Benchmarking 86

Global Finance

DECEMBER 26, 2024

An advanced analytics tool such as this can help users gain deeper insights into market trends and make better-informed investment decisions. Investment in our technology and architecture remains our key priority as we endeavor to meet our clients complex needs through simple, elegant solutions. This includes the Kinexys by J.P.

Foreign Exchange 96

Foreign Exchange Banking Currencies Treasury 96

Nerd's Eye View

JANUARY 3, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)

Practice Management 98

Practice Management Valuation Compliance Planning 98

PYMNTS

JULY 17, 2020

The stats suggest the strength of the B2B FinTech market’s ability to attract big-ticket funding rounds despite an overall dip in investment. PYMNTS outlines the latest investments below. million in Series C funding this week, with the fraud detection technology company noting Draper Esprit led the round. TradeDepot.

B2B 90

B2B Investments Accounts Payable Startups 90

Future CFO

FEBRUARY 7, 2024

Delving into the key trends shaping the treasury landscape in 2024, the focus is on themes such as staffing challenges, macroeconomic risks, technology adoption, and strategic financial management. Staffing challenges and technology adoption Staffing emerges as a central theme for corporate treasurers.

Treasury 105

Treasury Technology Cash Flow Forecasting Leverage 105

CFA Institute

APRIL 24, 2025

Prior to joining Northern Trust, he was a research analyst at Nuveen Investments where he co-managed two income funds and worked on asset valuation and asset allocation research. He also studied in a doctoral program in Civil Engineering at Georgia Institute of Technology.

Valuation 52

Valuation Risk Management Investments Finance 52

CFA Institute

AUGUST 10, 2023

Prior to joining Northern Trust, he was a research analyst at Nuveen Investments where he co-managed two income funds and worked on asset valuation and asset allocation research. He also studied in a doctoral program in Civil Engineering at Georgia Institute of Technology.

Marketing 52

Marketing Valuation Risk Management Investments 52

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

CFO Thought Leader

DECEMBER 2, 2024

Despite years spent closely collaborating with CFOs as an investment banker, Lam tell us he quickly discovered a new level of accountability in the role. Over two decades, he honed his expertise in mergers and acquisitions, valuation, and strategic advisory, collaborating with CFOs on transformative deals.

CFO 52

CFO Prioritization Leadership Valuation 52

CFO News Room

NOVEMBER 16, 2022

In fact, I concluded the post by arguing that investors in Facebook were pricing in their belief that the billions of dollars the company had invested in the Metaverse would be wasted, and argued that Facebook faced some of the blame, for not telling a compelling story to back the investment.

Marketing 130

Marketing Valuation Advertising Numbers 130

Musings on Markets

AUGUST 28, 2024

He mentioned that he had developed a Damodaran Bot, and explained that it was an AI creation, which had read every blog post that I had ever written, watched every webcast that I had ever posted and reviewed every valuation that I had made public.

Valuation 140

Valuation Construction Investments Numbers 140

Musings on Markets

JANUARY 11, 2024

Most of you are not enrolled at NYU, paying nosebleed prices, and that is prerequisite to be in the classroom, but thanks to technology and a loose reading of the rules that constrain me, you can get a close approximation of the classroom experience, wherever you are in the world, with broadband being your only constraint.

Corporate Finance 145

Corporate Finance Valuation Finance Investments 145

PYMNTS

JANUARY 26, 2021

In today’s top news, Flywire could file for an IPO later this year that could value that company at $3 billion, and Mastercard debuted new quantum-resistant technology for contactless payments. Flywire Said To IPO In Late 2021 With A $3 Billion Valuation. Mastercard Debuts NextGen Contactless Technology. Morgan Chase & Co.

Valuation 61

Valuation Technology Retail Investments 61

CFO News Room

JANUARY 25, 2023

For much of the last two years, rather than teach my classes in a classroom, I taught my classes from my home office, making a few low-cost, low-tech investments to improve my set up. My classroom teaching at Stern has been mostly corporate finance and valuation, to both MBAs and undergraduates.

Marketing 130

Marketing Corporate Finance Valuation Finance 130

PYMNTS

SEPTEMBER 14, 2020

has said that it was chosen to be ByteDance’s “trusted technology provider” that will take over TikTok's American operations, and Alibaba is considering an investment in Grab. Technology Provider’. has said that ByteDance chose it to be the “trusted technology provider” that will take over TikTok’s American operations.

Technology 59

Technology Investments Valuation Treasury 59

CFA Institute

APRIL 3, 2025

Cathy Scott is a director of Research Product and Services and the editor of Enterprising Investor at CFA Institute.

Valuation 52

Valuation Marketing Economics Technology 52

E78 Partners

MARCH 18, 2025

This analysis underscores critical takeaways for those leaders shaping investment strategies. This trend is echoed in similar PE outlooks , emphasizing that rate cuts from 2024 highs have spurred improved valuations and renewed investor confidence. as firms held back from divesting in hopes of stronger valuations in 2025.

Prioritization 52

Prioritization Valuation B2C Healthcare 52

PYMNTS

JUNE 11, 2019

Brex, the credit card startup, announced Tuesday (June 11) it raised $100 million in venture funding, giving the company a valuation of $2.6 The funding comes a few months after Brex raised $125 million, giving it a valuation of $1.1 At Brex, we build corporate payment technology to accelerate entrepreneurs and scaling companies.

Valuation 65

Valuation Startups eCommerce Investments 65

E78 Partners

MARCH 21, 2025

Understanding what PortCo in private equity is, how private equity firms manage these investments, and their role in the broader investment lifecycle is essential for anyone navigating the private equity landscape. What Is a PortCo?

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Restructuring Valuation Investments 52

PYMNTS

OCTOBER 22, 2020

In an interview with Paul Purcell , partner at Continental Advisors , four panelists — investors and analysts all — weighed in on the current investment climate … and whether that climate is getting overheated. And though valuations may be stretched, fundamentals are indeed sound. follow the money. The Big Picture . And Who’s Got It

Valuation 67

Valuation B2B Investments Leverage 67

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

Global Finance

DECEMBER 6, 2024

Morgan US Private Bank, discusses navigating rising rates, global tensions, and technological transformation. The global economy is transitioning to an era marked by higher growth, increased capital investment, and elevated interest rates. Frame: Its prompting them to adopt more agile and diversified investment strategies.

Banking 52

Banking Communication Strategic Planning Leverage 52

Global Finance

OCTOBER 7, 2024

And a valuation that now exceeds $150 billion might appear to give the Microsoft and Softbank-backed startup an insurmountable advantage in the generative artificial intelligence (GenAI) space. Sakana AI is positioning itself as a key player by focusing on resource-efficient technologies. billion most recently.

Valuation 116

Valuation Startups Technology Finance 116

E78 Partners

MARCH 28, 2025

LPs are increasingly prioritizing Multiple of Invested Capital (MOIC) alongside internal rate of return (IRR). Firms that emphasize operational efficiency early can maintain their performance trajectory during extended investment hold periods, ensuring portfolio companies are exit-ready when opportunities arise.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Prioritization Leadership Investments 59