VCFO

JANUARY 11, 2024

Building Blocks of Business Valuation Authored by Dustin Williamson , Managing Director – vcfo Houston Would you like to optimize your value? Are you considering selling your business in the next several years or looking to address a specific business valuation driver? In this blog, we highlight the essential elements.

Valuation 87

Valuation CFO Startups Leverage 87

PYMNTS

JULY 21, 2020

Hippo , the tech startup that provides home insurance digitally, has raised $150 million in a funding round that brings its valuation to $1.5 homeowners over the next year, add staff, invest in technology and support the company’s proposed acquisition of Spinnaker Insurance Co. “We a national property and casualty insurer.

Valuation 52

Valuation Startups Leverage Investments 52

CFO News Room

JANUARY 7, 2023

Data: Trickle to a Flood! It is perhaps a reflection of my age that I remember when getting data to do corporate financial analysis or valuation was a chore. By the same token, it is impossible to use a pricing metric (PE or EV to EBITDA), without a sense of the cross sectional distribution of that metric at the time.

Marketing 130

Marketing Valuation Corporate Finance Financial Analysis 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. More than a 20 years later, the company is spitting distance from a $2 trillion valuation. Apple was also a major beneficiary of the advance of mobile networking technology between the years 2000 and 1010.

Valuation 48

Valuation Construction Microsoft Office Pharmaceutical 48

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. million in funding for its technology, reports said this week.

Valuation 43

Valuation Reconciliations B2B Startups 43

PYMNTS

JUNE 19, 2018

CrowdStrike , the cybersecurity technology company, announced on Tuesday (June 19) that it raised $200 million in a Series E round of financing led by General Atlantic, Accel and IVP, with participation from March Capital and CapitalG.

Valuation 40

Valuation Securities Leverage Finance 40

PYMNTS

JULY 14, 2020

Since Walmart’s initial investment in Flipkart, we have greatly expanded our offer through technology, partnerships and new services,” he said in the Tuesday announcement. Krishnamurthy credits the partnership with Walmart for pushing the company’s innovation forward.

Valuation 56

Valuation eCommerce Investments Leverage 56

Spreadym

OCTOBER 27, 2023

EBITDA is often used in financial analysis and business valuation because it provides a more standardized and consistent measure of a company's operating performance, especially when comparing companies with different capital structures or when assessing their ability to generate cash from operations. Ignores Taxes: EBITDA excludes taxes.

Financial Analysis 59

Financial Analysis Valuation GAAP Accounting Principles 59

PYMNTS

JUNE 9, 2020

FinTech firms and government bodies are responding to the wave of cybercrime by developing new anti-money laundering (AML) and know your customer (KYC) technologies, particularly those leveraging biometric authentication factors. billion by 2024. Around The Digital ID World. About The Tracker.

Compliance 78

Compliance Leverage Valuation Securities 78

PYMNTS

JANUARY 14, 2021

Marqeta said that Goldman Sachs “will leverage our modern card issuing platform” to introduce digital checking accounts to Marcus customers, according to a Marqeta blog post on Thursday (Jan. Marqeta is planning to file for an initial public offering (IPO) this year on a possible valuation of about $10 billion.

Valuation 82

Valuation Leverage Startups Banking 82

PYMNTS

NOVEMBER 24, 2020

Point-of-sale restaurant technology startup Toast recently held a secondary share offering that reportedly valued the company at $8 billion as restaurants and ResTech rebound from COVID-19 lockdowns’ depths. billion valuation as of February. “In SharesPost said that gave Toast a $4.9 Island Grill in Kansas City, Mo.,

Valuation 80

Valuation Sales Leverage Technology 80

VCFO

MARCH 9, 2023

With product and technology roots established in Greece, Schoox set out in 2012 to build a business around its distinctive learning and development (L&D) platform in a place it had never been, the United States. This article was originally published in the Q1 2023 Edition of Texas CEO Magazine. Incorporating in the U.S.

Startups 60

Startups Leadership CFO Leverage 60

Nerd's Eye View

JUNE 27, 2023

What's unique about Eric, though, is how, 10 years after launching his firm and enjoying strong and steady growth, he hit a capacity wall as a solo advisor and suddenly found the business going backwards, as a $4 million client decided to relocate, and market volatility caused several other clients to leave his firm (which meant a loss of $100,000 (..)

Valuation 59

Valuation Benchmarking Communication Leverage 59

PYMNTS

JANUARY 7, 2021

The deal would give SoFi a post-money valuation in excess of $8.65 SoFi’s technology platform Galileo , which it acquired in April, has helped position the startup at the nexus of the digital transformation in banking and financial services. billion, with the goal of bringing FinTech businesses to public markets.

Planning 73

Planning Valuation Startups Cash Management 73

The Finance Weekly

MARCH 5, 2024

Next, came a new solution, Datarails Connect , which leverages Excel's success to transform it into a kind of self-service BI solution, enabling finance professionals to become truly independent by connecting their entire data stack to Excel in a simple and self-service manner.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Leverage Cash Management 52

Musings on Markets

JANUARY 6, 2023

It is perhaps a reflection of my age that I remember when getting data to do corporate financial analysis or valuation was a chore. Thus, without a sense of what comprises a high or low profit margin for a firm, or what the cost of capital is for the typical company, it is easy to create "fairy tale" valuations and analyses.

Valuation 52

Valuation Corporate Finance Financial Analysis Leverage 52

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

Future CFO

JULY 22, 2021

Fresh capital inflows led by SPACs have been an important catalyst, plus an increase in PE investment and corporate acquisitions—particularly focused on technology assets, PwC pointed out. Technology, media and telecommunications companies accounted for a third of all megadeals in the first half of 2021. Industry highlights.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Valuation Manufacturing Leverage 52

PYMNTS

OCTOBER 4, 2019

Technology providers are exploring a range of solutions to seamlessly verify customers’ identities, with the biometrics market projected to reach more than $59 billion by 2025. Hitachi first demonstrated the technology in London in September, and plans to officially launch the product in Europe next year. billion by 2024.

Leverage 57

Leverage Healthcare Valuation Securities 57

Future CFO

JULY 9, 2023

Despite dwindling deal numbers, lucrative M&A opportunities continue to be available for those with the appetite and eye for lower valuations. They become transformational by leveraging new technology, processes or operating models from one business into the combined business. billion, according to Dealogic.

Mergers and Acquisitions (M&A) 52

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

PYMNTS

OCTOBER 1, 2020

That deal put Jio’s valuation at $65 billion, according to the Financial Times. General Atlantic shares Reliance Industries’ foundational belief in the power of technology to foster transformative growth, and we are excited by the immense potential of the full Reliance ecosystem,” said William Ford , General Atlantic’s CEO, in a statement.

Valuation 52

Valuation Investments Leverage Startups 52

PYMNTS

JANUARY 21, 2019

According to the report , “Alipay’s new PSD2 license in Luxembourg will allow the group to leverage the EU passport to serve its customers across Europe in the future and connect Chinese users with merchants in EU countries.”. Monzo recently achieved a valuation of $1.3 Starling Bank undertook similar steps. For example, in 2018, U.K.

Valuation 74

Valuation Startups Banking Leverage 74

PYMNTS

JANUARY 22, 2021

TransferWise is expected to blow past last year’s valuation of $5 billion by the time it files in London. The pandemic created an opportunity for treasurers to leverage technology to optimize cash and manage liquidity. Red Robin Turns Onboarding Data Into A 'Day One' Personalized Loyalty Experience.

Valuation 68

Valuation Treasury Leverage Planning 68

CFO News Room

DECEMBER 23, 2022

While RIA M&A activity has been red hot during the past couple of years, a survey suggests that advisors are expecting lower valuations in 2023. Many factors go into an advisor’s satisfaction with their job , from the technology and marketing offered by their firm, to compensation, hours worked, and company culture. AdvisorHub).

Mergers and Acquisitions (M&A) 130

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

PYMNTS

JULY 24, 2019

It notched an $800 million valuation after its Series E funding round, the article said. AvidXchange, for instance, worked with Fifth Third Bank to enhance business-to-business (B2B) payments while leveraging the inherent capabilities in the RTP network from The Clearing House.

Accounting 64

Accounting Valuation B2B Banking 64

PYMNTS

SEPTEMBER 30, 2019

The decision to not list shares amid a game of “how low can they go” ­— rapidly reduced valuations highlighted a desperate bid to find out where Wall Street would finally lend its support ­— may signal that the age of high-flying unicorns is over. The company has said its models track 100 data sources and 900 submarkets.

Valuation 62

Valuation Investments Technology Leverage 62

PYMNTS

OCTOBER 4, 2019

Also, New York is taking a closer look at the payroll technology space with the fallout from the scandal and collapse of MyPayrollHR. And Japan’s SoftBank is seeking money for another big tech investment, even amid the falling valuations of its other significant holdings. vendors to sell CBD items.

Valuation 49

Valuation Currencies Leverage Investments 49

PYMNTS

APRIL 2, 2020

Big Data analytics reached a market valuation of $29.87 billion by 2025, with banks of all sizes leveraging such capabilities. Combining this technology with artificial intelligence (AI) can boost customer engagement and have innumerable benefits for FIs of all sizes and types. billion in 2019 and is projected to total $62.1

Banking 94

Banking Risk Management Credit Risk Valuation 94

PYMNTS

JUNE 9, 2020

But in an interview with Karen Webster, Jeff Chambers , president at Lumin Digital , a PSCU company, said CUs can more than hold their own — if they leverage the assets they already have on hand. However, for a firm like Betterment or Robinhood, the objective is to raise the valuation of their company for shareholders.

Banking 53

Banking Leverage Valuation Advertising 53

CFO News Room

NOVEMBER 5, 2022

While private valuations have soared in recent years, public markets continue to be less kind to RIAs. Altogether, Morningstar appears to be seeking to leverage the depth of its investment research and data as well as its existing investment management platform to offer a competitive direct indexing alternative for advisors.

Mergers and Acquisitions (M&A) 130

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

PYMNTS

DECEMBER 6, 2016

With competition for investments rising as quickly as the valuations of private technology companies, GV has reportedly invested 20 percent less this year compared to last year. The Financial Times also said the number of companies GV backed decreased from 57 last year to 34 in 2015.

Valuation 73

Valuation Startups Investments Leverage 73

PYMNTS

OCTOBER 8, 2018

The companies aren’t saying what Klarna’s valuation is after the investment, but sources said $20 million is “much less than one percent of the company.”. “We It is expected to be live in 2019 across all of H&M’s 14 markets, with the U.K. and Sweden in the first phase of deployment.

Retail 68

Retail Valuation Leverage Economics 68

Barry Ritholtz

SEPTEMBER 19, 2022

He has a fascinating background in technology and software, and is interested in all sorts of interesting things, ranging from climate change to humanism, to the huge transitions that humans have gone through as a species and what it means to society, investing, scarcity and just the quality of life that we will enjoy as a species.

Valuation 118

Valuation Investments Marketing Technology 118

Jedox Finance

JULY 11, 2023

7 Forward-looking finance teams already use transformative digital technologies, such as integrated business planning (IBP) solutions, to gather and harmonize data, run analyses and produce reports, and guide decision-making.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Compliance Profit and Loss 52

PYMNTS

MARCH 9, 2018

While the wholesale startup had early talks with Amazon , Target and Costco , the source said that only Kroger offered a bid, and that Boxed has a valuation of $470 million. The investment was led by GGV Capital and Digital Sky Technologies, with participation from Founders Fund, AME Cloud Ventures and Vaizra Investments.

Valuation 43

Valuation Startups Leverage Sales 43

PYMNTS

JANUARY 17, 2018

billion valuation by 2022, it’s no wonder companies large and small, old and new are scrambling to land their piece of the pie. 16), is with Yes Bank, which will leverage HashCash’s HC NET blockchain network to deploy a corporate payments solution that can facilitate cross-border transactions. Competitors.

Valuation 46

Valuation Banking Leverage Technology 46

PYMNTS

FEBRUARY 26, 2019

Representatives from the Commission stated that banks should look to create FinTech unicorns (commonly viewed as companies with private market valuations of at least $1 billion). With affordability being top of mind, we created a technology that empowers lenders to better leverage pay-as-you-go smartphone loans with fewer defaults.”

Banking 75

Banking Valuation Finance Leverage 75