CFO Thought Leader

FEBRUARY 5, 2025

Early in his career, Lior Maza chose to immerse himself in smaller, venture-backed startups rather than large enterprisesa move that exposed him to a range of responsibilities, from fundraising and recruiting to crisis management. With more than 15,000 customers in 17 countries, Prioritys global footprint continues to expand.

Leadership 99

Leadership CFO Finance Startups 99

PYMNTS

SEPTEMBER 18, 2018

18), a San Francisco startup launched by sending roughly 60,000 credit cards to consumers living in northern California. This startup was a bank, and its innovation was a single card that could be used by consumers to purchase things on credit from many different merchants. The startup was Visa , of course.

Startups 103

Startups Currencies Banking B2B 103

PYMNTS

JANUARY 22, 2021

Young B2B FinTechs secured some of their first investments in areas that include small business accounting, alternative lending and financial management. But the leader of the pack goes to one corporate travel and expense management startup that impressed investors despite a business trip slump. Bookkeeper360. CreditEnable.

B2B 81

B2B Securities Startups Investments 81

Nerd's Eye View

MAY 5, 2025

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Charles Schwab has taken a minority stake in estate planning platform Wealth.com as it seeks to offer estate document preparation to its retail investor clients – which on the one hand gives Schwab a value-add that could keep (..)

Planning 68

Planning Technology Startups Retail 68

CFO News

JUNE 5, 2025

Netgear has acquired Bengaluru-based cybersecurity startup Exium to enhance integrated services for managed service providers. The networking solutions company plans to hire over 100 engineers and expand in India, while also using AI and cloud technologies to automate network security and boost SME scaling and productivity.

Startups 40

Startups Securities Planning Technology 40

CFO Plans

FEBRUARY 23, 2025

In the whirlwind world of startups and businesses on the hunt for investment, financial reporting is much more than a collection of numbers; its the story of your businesss vitality, potential, and vision. Contact CFO Plans for a consultation or download our comprehensive guide on financial reporting for startups.

Financial Reporting 52

Financial Reporting Financial Data Financial Analysis Startups 52

PYMNTS

MARCH 1, 2019

Cybersecurity returned to the top of the B2B startup investment list as three companies in the enterprise security realm landed nearly half of the $246 million in B2B venture capital this week. Cequence Security. Also operating in the enterprise security space is Cequence Security, based in California.

B2B 75

B2B Securities Investments Startups 75

CSC Advisors

FEBRUARY 20, 2025

Securing funding for a daycare or preschool can be complex, but understanding what lenders expect can significantly improve your chances of success. At Cornerstone Capital Advisors, we specialize in working with established businesses, ensuring they receive the support they needand this often excludes startups.

Startups 52

Startups Prioritization Securities Planning 52

CFO News Room

DECEMBER 1, 2022

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. robo-advisors) might someday replace human advisors, there are still many elements of financial planning that benefit from engagement with a human advisor.

Technology 130

Technology Planning Investments Leverage 130

Global Finance

MARCH 6, 2025

Rail Baltica secured an additional 1.4 The plan is to raise the defense budget to at least 4% of GDP in 2026. In January, the government introduced a temporary solidarity contribution (TSC) on credit institutions to help cover national security costs. million Official languages: Latvian (56.3%), Russian (33.8%), other 0.6%

Transportation 82

Transportation Economics Budgeting Investments 82

CFO Plans

APRIL 1, 2025

In the exhilarating realm of technology startups, ambitious entrepreneurs and CEOs are on a relentless quest for rapid expansion. Explore How CFO Plans Can Support Your Compliance Strategy The Significance of Startup Risk Mitigation The road to expansion is riddled with potential hazards.

Compliance 52

Compliance Startups Risk Management CFO 52

Centage

AUGUST 29, 2022

Along with being agile and able to pivot on a dime, these businesses have the ability to make decisions and act on them with confidence, and that means mastering the art of scenario planning. Read on to learn about the importance of evaluating business assumptions and discover the top variables affecting scenario planning.

Planning 98

Planning Forecasting Profit and Loss Budgeting 98

CFO Plans

FEBRUARY 17, 2025

In the whirlwind world of tech startups and fast-growing businesses, navigating rapid expansion can feel like sailing through a storm. Ready to secure your financial future? Learn how CFO Plans can help you monitor these vital signs. Explore sustainable growth solutions with CFO Plans.

Cash Flow Forecasting 52

Cash Flow Forecasting CFO Profit and Loss Startups 52

PYMNTS

JANUARY 25, 2021

Ten years later, their latest venture – a line of healthy, egg white-based chips called Quevos – just secured a roughly $400,000 investment on the ABC TV reality show “ Shark Tank ” from Daniel Lubetzky, who invented Kind Bars. “I A Five-Year Plan . I am excited to help Nick and Zack fulfill Quevos’ potential.

Startups 116

Startups Investments Retail Forecasting 116

PYMNTS

FEBRUARY 6, 2020

Securities and Exchange Commission (SEC), said that tech startups may be able to raise money using digital tokens under current law, but that there would be stipulations, according to a report by Reuters. Hester Peirce, a financial regulator at the U.S.

Securities 72

Securities Sales Startups Planning 72

PYMNTS

OCTOBER 18, 2018

” Only a few months later, the Swiss Bankers Association (SBA) also announced plans to ease regulatory red tape on the nation’s crypto and blockchain businesses, to address what it described as an “exodus” of blockchain projects, shifting their home bases from Switzerland to other markets.

Banking 85

Banking Planning Currencies Startups 85

PYMNTS

JULY 5, 2020

Zomato , the $3 billion Indian food startup, has been cut off from its biggest Chinese investor Ant Financial amid new Indian regulations, The Financial Times reports. As such, Chinese companies and Indian startups relying on their investments have all been impacted.

Startups 83

Startups Investments Securities Finance 83

PYMNTS

MAY 8, 2020

Investors found promise in startups that target financial institutions (FIs) with software to improve their own services, as well as FinTechs that offer small business solutions by wielding their bank data. But the biggest round of the week went to a challenger bank, which also secured unicorn status with its latest funding.

Securities 64

Securities Banking Startups Pharmaceutical 64

PYMNTS

JULY 31, 2020

This week’s look at the latest funding for B2B FinTech and other startups showcases an investor appetite for security, data and business intelligence, with nearly $63.5 California- and Israel-based Ermetic is another newly funded B2B startup focused on enterprise security. PYMNTS rounds up the latest deals below.

B2B 66

B2B Securities Startups Investments 66

PYMNTS

NOVEMBER 29, 2019

In the land of startups, speed matters. The plans start at a few hundred dollars a year. Hodges said that, increasingly, startups are being held to the same standards as more mature companies. Obviously, not all startups work out – but, as Hodges told PYMNTS, if a startup should fail, it should be for the right reasons.

Startups 76

Startups eCommerce Healthcare B2B 76

PYMNTS

DECEMBER 4, 2018

China cryptocurrency startup BOX is introducing supply chain financing services for corporate users with the help of Intel , Nasdaq and Baidu Cloud. Bolaxy is a supply chain finance solution, powered by blockchain to deploy a “Proof of Authority” algorithm for transparent and secure transactions.

Startups 75

Startups Finance Securities Planning 75

PYMNTS

SEPTEMBER 20, 2018

Should banks and financial institutions (FIs) focus more on giving consumers the convenience and simplicity they expect — and even demand — or instead focus more on implementing stringent security measures, potentially at the expense of user experience? It’s a question that banks increasingly must work to answer in today’s day and age.

Securities 66

Securities Banking Startups Investments 66

PYMNTS

JANUARY 18, 2019

The company claimed that the ordering process is twice as fast with its redesigned app, and it plans to test out offering Apple Pay and Venmo as payment options. That makes it all the more important for startups like Food for All to have tight payment security and fraud prevention strategies to put consumers at ease.

Startups 65

Startups Leverage Securities Planning 65

VCFO

AUGUST 3, 2023

Five Principles for SMB & Startup Business in Aerospace & Defense A recent PwC report notes that the aerospace & defense (A&D) industry generated $741B in 2022 and stands poised for further growth in the years ahead. Capitalizing on the opportunities in A&D is easier said than done for SMBs and startups. Be patient.

Startups 68

Startups Auditing Technology Securities 68

CFO Plans

SEPTEMBER 24, 2024

In the dynamic world of startups, every decision holds the potential to either propel your business forward or set it back. Enter affordable virtual CFO services—a game-changer that offers scalable financial strategies tailored specifically for startups. Get expert cash flow management advice to secure your startup’s future.

Startups 52

Startups CFO Financial Analysis Risk Management 52

PYMNTS

NOVEMBER 12, 2019

Two-thirds of businesses have plans to develop new tools and technologies that will leverage 5G by 2020. That said, there are still roadblocks that players in the IoT ecosystem need to overcome, including the potential security risks that have plagued the industry from the beginning. 5G And Issues With IoT Security.

Securities 67

Securities Manufacturing Communication Technology 67

PYMNTS

OCTOBER 23, 2018

The SBI Group plans to license Sepior ApS ’ wallet technology to use in its own wallet, which will become a part of its digital currency exchange platform, the company said in an announcement. Crypto startup Uphold is getting into the earning and lending product market with Uphold Borrow and Uphold Earn, CoinDesk reported.

Startups 76

Startups Banking Currencies Financial Systems 76

PYMNTS

SEPTEMBER 4, 2020

More than $25 million in new funding landed at B2B FinTech startups this week, making it one of the slower VC roundups for the B2B landscape this year. As organizations accelerate their sales digitization efforts, B2B eCommerce has jumped to the top of strategic planning initiatives.

B2B 60

B2B Startups Communication Strategic Planning 60

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. In a blog post , the company outlined its views on fraud in eCommerce.

eCommerce 72

eCommerce Startups Investments Numbers 72

PYMNTS

JUNE 1, 2020

Below are the startups that raised capital in May, according to data compiled by BostInno. Boston-based Jellyfish, a startup behind an engineering management platform, raised more than $12 million in Series A funding from Accel and Wing Venture Capital. LaunchPad Medical of Lowell received a $2.5

Startups 60

Startups Pharmaceutical Technology Investments 60

CFO Plans

OCTOBER 29, 2024

Strategic Budget Planning as a Success Blueprint The journey to financial stability begins with strategic budget planning. Leveraging CFO Financial Insights for Strategic Growth CFO financial insights play a pivotal role in shaping business growth planning.

Accounts Payable 52

Accounts Payable CFO Budgeting Invoicing 52

CSC Advisors

APRIL 10, 2025

Government-backed security: The SBA guarantees a portion of the loan, encouraging lenders to approve applications even for newer businesses. By taking advantage of these benefits, education centers can secure the necessary funding to cover startup costs, facility improvements, or staff training.

Education 52

Education Budgeting Finance Securities 52

PYMNTS

APRIL 22, 2020

The State Bank of Vietnam granted FinTech startup GPay a 10-year license to provide intermediary payment services in the country — electronic payment portals, payment services, digital money transfer services and eWallet services. The technology holding company also has member businesses in gaming, security and financial services. .

Startups 61

Startups Entertainment Advertising Investments 61

CFO Plans

SEPTEMBER 24, 2024

Whether you’re navigating the early stages of a startup or managing the complexities of an expanding enterprise, scalable accounting solutions are essential. Discover Scalable Accounting Solutions Small Business Financial Advisory Lays the Foundation When launching a startup, every financial decision counts.

Startups 52

Startups Accounting CFO Tax Planning 52

PYMNTS

AUGUST 23, 2020

DoorDash , the San Francisco-based prepared food delivery service, is planning to go public by year’s end, Bloomberg reported, citing sources. The food delivery giant’s plans for an initial public offering (IPO) come as Airbnb Inc, Asana Inc., also plan to debut as public companies this year. Palantir Technologies Inc.,

Planning 61

Planning Startups Valuation Finance 61

Global Finance

JUNE 3, 2025

Data, security, and compliance are what hold banks back Data privacy and security remain the foremost challenges to AI and cloud adoption. Security concerns also dominate cloud migration decisions. Banks must navigate complex regulatory landscapes while ensuring robust data protection.

Banking 52

Banking Compliance Education Risk Management 52

Global Finance

OCTOBER 9, 2024

Microsoft has signed with Ontario Power Generation in Canada and agreed to work with Helion, a nuclear fusion startup. Amazon is also securing its electricity pipeline. Earlier this year, the company signed a letter of intent to purchase power from Oklo, a Californian nuclear fusion startup backed by OpenAI CEO Sam Altman.

Startups 105

Startups Securities Finance Investments 105