Boston Startup CFO

FEBRUARY 28, 2023

Success is more than just a buzzword - it's the result of careful planning, hard work, and a little bit of luck! And solid management information is a roadmap to your startup's triumph. With KPIs in hand, we can confidently answer these questions and make data-driven decisions that drive our startups towards success.

Startups 52

Startups Performance Measuring Benchmarking Auditing 52

PYMNTS

OCTOBER 22, 2020

Grab counts Softbank among its biggest investors and has evolved from a ride-hail startup in 2012 to a multi-faceted tech company that was last valued at $14 billion. In June, Singapore’s biggest startup had to lay off 5% of its workforce, about 360 people. Like many multi-billion dollar tech startups, Grab is not yet turning a profit.

Numbers 57

Numbers Startups Investments Economics 57

The Finance Weekly

FEBRUARY 22, 2023

A startup usually can't afford to establish a complete finance organization with accountants, controllers, planners, and tax specialists right from the beginning. To establish an effective finance function for a startup, the process can be divided into three stages.

Startups 52

Startups Finance CFO Forecasting 52

PYMNTS

APRIL 8, 2019

An Israeli startup that creates anti-fraud services that deal with online transactions wants to raise $200 million for expansion, according to a report in Bloomberg. Riskified does not comment on its financial plans,” a representative for the company said. Its clients include Samsung and Swarovski International Holding.

eCommerce 72

eCommerce Startups Investments Numbers 72

Boston Startup CFO

FEBRUARY 1, 2023

As a startup founder, it is important to have a clear and organized system for tracking and managing your financial transactions. A chart of accounts is a list of all the financial accounts in a startup , organized by category and assigned a unique number or code. One tool that can help with this is a chart of accounts.

Startups 40

Startups Accounting Compliance Financial Reporting 40

Centage

SEPTEMBER 13, 2022

There is some risk to using past performance to inform your long-term plans, and this can be compounded during times of economic uncertainty. Your company needs to make plans for the future. Your budget is a roadmap of your business’s financial goals and how you plan to reach them. What Is Financial Forecasting?

Financial Planning and Analysis (FP&A) 52

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

Nerd's Eye View

APRIL 1, 2024

Vanilla announced a new Scenarios tool to facilitate advisors working with ultra-HNW clients that need to model various four-letter estate planning strategies (e.g., Vanilla announced a new Scenarios tool to facilitate advisors working with ultra-HNW clients that need to model various four-letter estate planning strategies (e.g.,

Planning 70

Planning Technology Startups Finance 70

PYMNTS

JUNE 3, 2020

SoftBank is rolling out a $100 million loan fund targeted exclusively at minority-led startups, in the latest move by a big corporate player to address racial inequities in the United States amid coast-to-coast protests over police brutality. We have to put money behind it, set plans and hold ourselves accountable,” Claure wrote.

Startups 53

Startups Economics Investments Numbers 53

PYMNTS

APRIL 23, 2019

Financial management is mission-critical to the health and vitality of small business (SMB), but it’s also one of the most difficult tasks for entrepreneurs and business owners that may have the skills to launch new products or services, but lack the accounting expertise to handle the numbers. The firm secured $1.8

Numbers 61

Numbers Accounting CFO Financial Analysis 61

PYMNTS

MARCH 24, 2020

A new multibillion-euro stimulus package aims to keep French startups alive during the tumultuous and lagging economy of the coronavirus pandemic, according to a Bloomberg report. The package will be announced on Wednesday, although the French finance ministry has not named any exact numbers yet.

Startups 40

Startups Finance Numbers Retail 40

PYMNTS

NOVEMBER 10, 2019

After an unsuccessful plan to connect with Alibaba Group and other mainland investors, the move is jump-starting a project to attract China’s most innovative companies to list domestically. The original plan concentrated on bigger firms, and fizzled after Alibaba and others “dragged their feet.” .

Startups 43

Startups Concentration Planning Technology 43

PYMNTS

OCTOBER 14, 2016

Though South Korea’s startup ecosystem is relatively new — its first accelerator was launched just three years ago — the culture is evolving quickly. In this edition of PYMNTS’ Weekly Tech Center Roundup , we head to South Korea to see what’s driving the growth of its startup scene, and why investors around the globe are taking notice.

Startups 76

Startups eCommerce Investments Education 76

PYMNTS

NOVEMBER 10, 2020

This pandemic is actually inducing a surge in employer business startups that takes us back to the days before the decline in the Great Recession,” John Haltiwanger, an economist at the University of Maryland who studies business formation data, told the WSJ. million so far this year, compared with 2.7 Census Bureau.

Planning 90

Planning Startups Budgeting B2B 90

Nerd's Eye View

SEPTEMBER 4, 2023

This month's edition kicks off with the news that WiserAdvisor, one of the longest-running lead generation services in the industry, has acquired IndyFin, a startup advisor rating platform that had aspired to be the 'Yelp for Advisors' – which on the one hand provides WiserAdvisor with an opportunity to jump into the business of client reviews (..)

Startups 92

Startups Technology Investments Planning 92

PYMNTS

NOVEMBER 1, 2018

based startup has launched delivery by robot in a southern England town. According to reports , autonomous robot startup Starship Technologies is now available for people living in the U.K. Starship delivers to homes within a two-mile radius, but has plans to expand in the future. town of Milton Keynes. but in the U.K.,

Startups 55

Startups Technology Numbers Planning 55

BlueLight

AUGUST 21, 2020

Financial Advice for Startups I recently spoke with finance leaders from a couple dozen startups. I caught up with Ryan Keating, Managing Director of Keating Consulting Group , to get his perspective after 20 years of accelerating growth in venture-backed startups. Agility is critical for startups that move fast and pivot.

Planning 52

Planning Marketing Startups CFO 52

The Finance Weekly

JANUARY 8, 2024

It's not just about knowing your current financial situation, but also projecting into the future based on your plans. It's crucial to have an accurate and ,, useful forecast for any business, especially for SaaS startups. Sadly, a whopping ,, 90% of startups don't make it. However, startups can succeed with careful planning.

Forecasting 52

Forecasting Budgeting Startups Strategic Planning 52

PYMNTS

APRIL 8, 2019

A startup called Landed that helps teachers buy houses has raised $7.5 Lofton said he imagines the real estate market, especially in the Bay area with a number of tech company IPOs on the horizon, will become even more difficult to navigate. million in a Series A funding round, according to reports.

Startups 51

Startups Education Economics Securities 51

Nerd's Eye View

JANUARY 1, 2024

This month's edition kicks off with the news that held-away asset management platform Pontera has raised $60 million in venture capital funding as advisors increasingly seek to directly manage clients' 401(k) and other outside assets – although an ongoing investigation by Washington state regulators over whether advisors' use of Pontera violates (..)

Planning 84

Planning Compliance Technology Startups 84

PYMNTS

JUNE 26, 2019

Apple has bought autonomous car startup Drive.ai, according to a report by CNBC. The self-driving startup had recently filed a notice in California about plans to close the business and lay off its workers, which numbered around 90. raised in venture capital. raised in venture capital.

Startups 40

Startups Restructuring Valuation Retail 40

PYMNTS

JUNE 5, 2019

Grow Mobility, the company that operates electric scooter and bikesharing startups Grin and Yellow, is merging with Flinto, the payments startup. The company is aiming to double the number of vehicles it has in Latin America in the coming months, according to the report. “It That includes eCommerce FinTech, and healthcare.

Startups 46

Startups Healthcare Investments eCommerce 46

PYMNTS

NOVEMBER 2, 2020

A provider (who is also an employee of the company), joins the conversation and can help deliver a complete care plan that is accessible via phone, 24/7. An increasing number of employers have been looking to save on healthcare costs and promote employee wellness and have embraced virtual healthcare.

Healthcare 107

Healthcare Startups Technology Planning 107

PYMNTS

JULY 24, 2019

An Indonesian startup that provides consumer brands with omnichannel marketing and sales products, including cash-back rewards, has raised $3 million in a Series A-2 funding round, according to a report by TechCrunch. The funding round for Pomona was led by Vynn Capital.

Startups 49

Startups Marketing Advertising Education 49

CFO Share

JANUARY 26, 2024

For example, an early-stage tech startup may emphasize User Growth Rate, whereas a growth-stage startup should prioritize Customer Lifetime Value (LTV.) These risk misunderstanding and a feeling of “I don’t trust the numbers.” Business planning is an entire process itself, but is a prerequisite to establishing KPIs.

Foreign Exchange 52

Foreign Exchange Concentration Benchmarking Prioritization 52

PYMNTS

JANUARY 12, 2017

The last five days have seen numbers bouncing around between $790 and $800. While not quite back up to last October’s highs, these numbers are nothing to scoff at. Another number was on Amazon’s mind of late as well: $20 million. Just a few days ago, Amazon quietly acquired AI security startup harvest.ai The number 11.5

Numbers 40

Numbers Retail Leverage Startups 40

PYMNTS

MAY 20, 2019

A popular interior design startup in India, Livspace , has received an investment from Ingka Investments, the venture capital arm of IKEA, according to reports. . He did say that the stake is a minor one and there were no plans to add a larger number to this funding round. It plans to open about 25 more.

Investments 43

Investments Startups Retail Planning 43

PYMNTS

OCTOBER 10, 2017

Treasury management startup IBSFINtech has landed seed funding from investors, reports from Indian information services group VCCircle said Monday (Oct. The India-based startup secured investment from Shailesh Haribhaki, chairman of consultancy firm Haribhakti & Co.,

Treasury 40

Treasury Startups Foreign Exchange Management Consulting 40

The Finance Weekly

JUNE 22, 2022

The increase in startups (who don’t have the funding or the need for a full time CFO) combined with the fallout from the pandemic, has created a huge increase in demand. To top it all off, the current market downturn and continued inflation is putting additional strains on companies’ forecasting and planning efforts.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Marketing CFO Startups 105

Nerd's Eye View

MARCH 4, 2024

This month's edition kicks off with the news that advisor lead generation platform Datalign Advisory reached nearly $15B in referred client assets (and almost $3B in actually-converted assets) in just its 2nd year of business, as advisor demand for paid leads continues to rise (especially with Datalign's flat-fee one-advisor-per-lead model)… (..)

Startups 78

Startups Investments Technology Numbers 78

PYMNTS

JANUARY 15, 2018

To help develop its technology to drive online clothes purchases through recommendations, a startup that uses machine learning to help pair consumers with clothes that fit their size and style raised $55 million in a Series C funding round, TechCrunch reported. was acquired by Japan’s largest online retailer, Rakuten , in 2015.

Startups 47

Startups eCommerce Retail Sales 47

Nerd's Eye View

OCTOBER 2, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Holistiplan, after achieving success with its tax planning and analysis software, has announced an investment from Lead Edge Capital, signaling that it may be ready to expand into other financial planning areas beyond tax – (..)

Communication 91

Communication Tax Planning Technology Planning 91

PYMNTS

DECEMBER 12, 2019

He added that as an industry leader, E*TRADE has a central role in assisting employers with their participants’ monetary essentials, noting that “…innovative offerings like Gradifi help us deliver even more firepower to plan sponsors.”. The deal would result in a brokerage powerhouse. A new PYMNTS research report indicates that 63.1

Startups 52

Startups Education Planning Numbers 52

Nerd's Eye View

AUGUST 7, 2023

This month's edition kicks off with the news that estate planning platform Wealth.com has launched Ester, an AI-driven 'legal assistant' that uses machine learning to help advisors quickly review and extract the key information from clients' estate planning documents, as it joins FP Alpha in the competition to become 'Holistiplan for estate planning (..)

Financial Planning and Analysis (FP&A) 82

Financial Planning and Analysis (FP&A) Planning Technology Compliance 82

PYMNTS

NOVEMBER 3, 2016

Shams said the impetus for his startup sparked when he was dining at a busy hotspot in Washington, D.C., Shams challenged those numbers, saying: “With Rooam, it takes zero seconds.”. Many receipts later, there are even more plans for the future. Rooam has plans to expand to Chicago, Philadelphia and San Diego in the near future.

Startups 75

Startups Quantitative Data Planning Sales 75

Planful

FEBRUARY 10, 2021

On the fourth episode of Being Planful, I was joined by Chris Ortega, Director of Finance, Americas, for Emarsys , a provider of omnichannel customer engagement software. That strong relationship with the business from the start kept FP&A from being seen as merely “the numbers police.” Here are a few highlights of this episode.

Planning 40

Planning Finance Numbers Technology 40

PYMNTS

OCTOBER 7, 2016

Neil Blumenthal, Warby Parker’s CEO, said a future with 800–1,000 physical stores is within the realm of the possible, while Bonobos Founder Andy Dunn said he plans to have 100 stores by 2020. “As By the end of the year, its CEO would like to see that number go up to 50. I don’t know what I could do if I had 1,000 stores.”.

Retail 60

Retail Planning eCommerce Startups 60

PYMNTS

JUNE 12, 2017

Gobble , the Palo Alto–based meal kit startup service whose recipes can be prepared in 15 minutes with just a frying pan, a spatula and some olive oil, is shoring up its leadership team before expanding nationwide. According to the numbers, the strategy works.

Startups 47

Startups Leadership eCommerce Forecasting 47