Nerd's Eye View

MAY 10, 2024

could save retirement plan participants $55 billion over the next 10 years (due to an expectation of more low-cost fees being offered in plans) and those rolling over workplace plans into IRAs to purchase annuities another $32.5 billion (thanks to expected reductions in commissions and the embedded costs in these annuities).

Valuation 90

Valuation Communication Securities Planning 90

PYMNTS

JANUARY 20, 2019

Lime and Bird , the two electric scooter startups that raised hundreds of millions of dollars in funding in 2018, are aiming to raise more but at a lower valuation. That is under the $3 billion or higher valuations they were fetching in years past. But with the lower valuations, it appears that business is starting to fray.

Valuation 62

Valuation Startups Investments Numbers 62

PYMNTS

DECEMBER 5, 2019

Silicon Valley-based Chime has raised $500 million in a Series E funding round that sent its valuation soaring to $5.8 The anonymous source told CNBC that Chime’s CEO and Co-founder Chris Britt is planning to earmark the funds for product development and new hires. billion, CNBC reported on Thursday (Dec. 5), citing sources.

Valuation 57

Valuation Banking Startups Accounting 57

PYMNTS

DECEMBER 12, 2019

OneConnect provides technology solutions that help increase revenue and manage risks for small and mid-size financial institutions (FIs) in China. 12) indicated that the company was looking to raise $299 million at a valuation of $3.6 billion valuation last year, according to filings by PingAn.

Valuation 52

Valuation Investments Finance Planning 52

CFO News Room

NOVEMBER 16, 2022

As someone who has spent the last four decades talking, teaching and doing valuation that we have lost our way in valuation. Even as data has become more accessible and our tools have become more powerful, it is my belief that the quality of valuations has degraded over time.

Marketing 130

Marketing Valuation Advertising Numbers 130

Nerd's Eye View

NOVEMBER 6, 2023

Welcome to the November 2023 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!

Valuation 91

Valuation Compliance Practice Management Technology 91

Future CFO

JUNE 22, 2021

The most digitally mature firms saw valuations 23% above pre-crisis levels, on average, within six months of the pandemic’s start, said BCG recently when releasing the results of a study. . Of the bionic companies in the study, 54% plan to upskill more than 20% of their workforce in AI and machine learning. .

Valuation 52

Valuation Entertainment Leverage Technology 52

PYMNTS

MARCH 5, 2019

now has a valuation of $1.5 The company also plans to double its size to more than 200 employees and expand its leadership team. We aim to set a new standard in the industry by using technology to create services that are truly aligned with the best interests of consumers.”. billion valuation, with DST leading the round.

Valuation 46

Valuation Leadership Startups Banking 46

PYMNTS

JUNE 12, 2020

Palantir Technologies , the Palo Alto, California-based Big Data analytics company, is planning to go public soon and could be trading as early as this fall, sources told Bloomberg News. As opposed to every other tech company in the Valley, our plans, if anything, were stronger.”. Palantir declined to comment.

Technology 52

Technology Valuation Planning 52

PYMNTS

SEPTEMBER 19, 2018

A robotics process automation (RPA) startup has just secured a $3 billion valuation as B2B FinTech continues to explore how the technology will disrupt the market. The funding, which also saw Accel participate, followed only a few months after the company raised $153 million, pulling UiPath’s valuation up to $1 billion.

Valuation 57

Valuation Accounts Payable Reconciliations Startups 57

PYMNTS

OCTOBER 11, 2019

In restaurant technology, cloud kitchens have emerged as a new model driven by the rise of online ordering. Data: $525M: Approximate valuation of cloud company kitchen Rebel Foods Pvt. 96 percent: Share of retail banks that plan to develop services focused on real-time payments by 2020. All this, Today in Data.

Technology 49

Technology Marketing Valuation Banking 49

PYMNTS

APRIL 21, 2019

In a press relase , the companies said they are investing $1 billion in Uber Technologies’ Advanced Technologies Group or Uber ATG. The investment gives Uber ATG a valuation of $7.25 The development of automated driving technology will transform transportation as we know it, making our streets safer and our cities more livable.

Technology 72

Technology Transportation Valuation Investments 72

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., Palantir Technologies Inc., and Unity Technologies Inc. Snowflake Inc.,

Planning 61

Planning Valuation Startups Finance 61

PYMNTS

OCTOBER 17, 2016

It is cutting its value after a wave of failed listings and cut-price valuations. At its initial valuation of around £5.5 Misys float will still be the biggest technology IPO in London, Sophos floated for £1 billion in 2015, and it is a big jump compared to Misys valuation when it was first listed in 1987 at £8 million.

Valuation 65

Valuation Planning Marketing Banking 65

PYMNTS

JANUARY 8, 2021

One that is a market leader in electric vehicles and another offering driverless-car technology, solar-power stationary storage, battery and powertrain technologies, and others.”. While the uptake of the new vehicular technology has been strong, it still only accounts for about 2 percent of the country’s 270 million total vehicles.

Valuation 78

Valuation Manufacturing Benchmarking Budgeting 78

VCFO

NOVEMBER 18, 2021

Merger & Acquisition Integration Plans. The M&A term sheet has been negotiated, due diligence has been completed and the valuation plus the timing has been agreed upon by both sides. What is a Merger & Acquisition Integration Plan? Key Elements of an Integration Plan. Information technologies integration.

Mergers and Acquisitions (M&A) 54

Mergers and Acquisitions (M&A) Planning Strategic Planning Corporate Finance 54

PYMNTS

DECEMBER 1, 2020

billion from Black Friday through Cyber Monday, and DoorDash could see a valuation of $28 billion from its IPO. DoorDash Valuation Could Hit $28 Billion, Says It Has Only 3 Pct of US Market. DoorDash is reportedly seeing good demand for its IPO, boosting its estimated valuation rise to some $28 billion.

Valuation 56

Valuation Sales B2B Retail 56

PYMNTS

MARCH 12, 2020

Meanwhile, as American stocks plummet amid concerns regarding the coronavirus’s economic impact, Microsoft ’s and Apple ’s valuations of more than $1 trillion could be put into jeopardy, Bloomberg reported. And, to allow travelers to make travel plans, the hotels of Disneyland Resort will stay open until March 16. trillion apiece.

Valuation 52

Valuation Economics eCommerce Investments 52

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. Growth potential : I underestimated the company’s capacity to grow, by limiting its product reach.

Valuation 130

Valuation Investments Manufacturing Marketing 130

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

PYMNTS

JULY 15, 2020

NCino, for example, announced it was planning to raise as much as $253.5 Other companies, like Palantir Technologies, Asana and Unity Technologies, are preparing to go public later this year. million in its IPO, which would allow it to raise around 21 percent more than it would have otherwise.

Valuation 66

Valuation eCommerce Retail Technology 66

CFO News Room

JANUARY 25, 2023

I know that many of us, especially as we age, take the dystopian view that technology has hurt more than helped, and while I share the concern about the damage that social media has wrought on society, I remain thankful for the good that has come from technological advances. allowed me to deliver my classes from home, with some help.

Marketing 130

Marketing Corporate Finance Valuation Finance 130

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 128

Corporate Finance Valuation Finance Investments 128

PYMNTS

SEPTEMBER 23, 2019

Existing investors also participated in the round, putting sweetgreen’s valuation at $1.6 This foundation will allow us to push boundaries and broaden our impact, doing even more with our suppliers, partners, and technology so that together we can bring about industry-wide change,” he added.

Valuation 46

Valuation Technology Retail Planning 46

PYMNTS

OCTOBER 15, 2019

ZeroDown , a financial and real estate technology startup looking to take on Zillow and Redfin, has been given a valuation of $150 million by venture capitalists. “I The company has plans to expand the service to cities like Denver, Seattle and Austin.

Valuation 40

Valuation Startups Finance Planning 40

Nerd's Eye View

OCTOBER 3, 2022

Welcome to the October 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!

Valuation 94

Valuation Planning Technology Investments 94

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

Valuation 43

Valuation Reconciliations B2B Startups 43

PYMNTS

JULY 10, 2019

European private equity firm Cinven has taken a stake in eProcurement technology firm JAGGAER that is said to value the company at about $1.5 Cinven issued a statement on Monday (July 8) announcing plans to acquire a stake in JAGGAER along with existing shareholder Accel-KKR, reports in Bloomberg said Tuesday (July 9).

Valuation 40

Valuation B2B Investments Planning 40

CFO News Room

JANUARY 4, 2023

Salesforce — Shares of the cloud-based software company jumped more than 3% after Salesforce announced that it is cutting 10% of its personnel and reducing some office space as part of a restructuring plan. after GE Healthcare Technologies became a separate public company Wednesday. General Electric — Shares gained 3.2%

Restructuring 130

Restructuring Healthcare Valuation Compliance 130

CFO News Room

DECEMBER 23, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, a series of measures that will have significant impacts on the world of retirement planning. Adam is an Associate Financial Planning Nerd at Kitces.com.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 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. Apple slashed 70 percent of its product plans, launching the “Think Different” ad campaign and executed a very, very bold vision from its new/old leader. So, will Apple make it to a $2 trillion valuation?

Valuation 48

Valuation Construction Microsoft Office Pharmaceutical 48

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

Musings on Markets

NOVEMBER 15, 2022

Narrative and Value As someone who has spent the last four decades talking, teaching and doing valuation that we have lost our way in valuation. Even as data has become more accessible and our tools have become more powerful, it is my belief that the quality of valuations has degraded over time.

Valuation 90

Valuation Advertising Numbers Investments 90

Musings on Markets

NOVEMBER 1, 2023

I was planning to start this post by telling you that Tesla was back in the news, but that would be misleading, since Tesla never leaves the news. My Tesla History When I write and teach valuation, I describe it as a craft, and there are very few companies that I enjoy practicing that craft more than I do with Tesla.

Valuation 114

Valuation Profit and Loss Numbers Sales 114

PYMNTS

JUNE 1, 2018

According to a report by AAA , 73 percent of Americans report feeling less than safe with self-driving technology on the road, up from 67 percent last year ago. It is one of the fund’s largest investments in self-driving technology to date, and brings the total valuation of Cruise to $11.5 billion in Cruise.

Valuation 40

Valuation Investments Planning Manufacturing 40

PYMNTS

NOVEMBER 24, 2020

Record sales following a massive staff reduction prompted point-of-sale (POS) restaurant technology (ResTech) startup Toast to hold a share purchase offering on an $8 billion valuation. The secondary offering gives Boston-headquartered Toast a valuation of about $8 billion, up from a $4.9 billion valuation. .

Startups 92

Startups Valuation Sales Planning 92

Musings on Markets

FEBRUARY 8, 2024

I was planning to finish my last two data updates for 2024, but decided to take a break and look at the seven stocks (Apple, Amazon, Alphabet, Meta, Microsoft, Nvidia and Tesla) which carried the market in 2023. I agree, but I remain a believer that intrinsic valuation is the only tool that you have for assessing whether g.

Marketing 115

Marketing Valuation Profit and Loss Advertising 115