Nerd's Eye View

MAY 10, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners"– this week's edition kicks off with the news that a recent analysis from Morningstar suggests that the Department of Labor's (DoL's) new Retirement Security Rule (aka Fiduciary Rule 2.0)

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Valuation Communication Securities Planning 90

PYMNTS

AUGUST 5, 2020

billion and offered 150 million shares for $20 to $22 each, according to a filing with the Securities and Exchange Commission (SEC). Last month, Gilbert sought an IPO for $3.3 The report stated the downsizing may signal the IPO market’s worry as the pandemic deepens across much of the U.S.,

Valuation 93

Valuation Construction Securities Retail 93

PYMNTS

SEPTEMBER 18, 2020

What shall we make of private fundraising rounds that make valuation leaps, tacking on billions of dollars with each new capital raise? News about Chime ’s latest funding round might give pause when comparing the tech-savvy upstart’s valuation against some traditional banking players. billion, as CNBC reported. With the $14.5

Valuation 56

Valuation Banking Startups Economics 56

PYMNTS

MARCH 1, 2020

Health tech startup Accolade , with headquarters in Seattle and Philadelphia, filed with the Security and Exchange Commission (SEC) to raise $100 million for an initial public offering (IPO) on Friday (Feb. Lead book-running managers for the IPO included Goldman Sachs, Morgan Stanley and BofA Securities. 28), according to reports. .

Valuation 66

Valuation Startups Transportation Securities 66

PYMNTS

JANUARY 15, 2021

In today’s top news, Poshmark has more than doubled its valuation after its IPO on Thursday, and Goldman Sachs is teaming with Marqeta to power digital checking accounts for Marcus. Nasdaq Debut Gives Poshmark More Than Double Valuation. Decoding QR Codes: Retailers Embrace Simple, Secure Touchless Payments Option.

Valuation 56

Valuation Currencies Securities Accounting 56

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 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

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

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

Future CFO

JANUARY 9, 2022

Global M&A to remain strong in 2022 as valuations reach historic highs, said Willis Towers Watson (WTW) recently. However, high valuations, deal complexity, competition for high-quality assets and pandemic-fuelled supply chain disruption will continue to have knock-on consequences for dealmakers, he noted.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Valuation Numbers Economics 52

PYMNTS

MAY 8, 2020

But the biggest round of the week went to a challenger bank, which also secured unicorn status with its latest funding. Hub Security. Cybersecurity startup Hub Security, which targets FinTech, cloud storage and blockchain companies, has raised $5 million in Series A funding from AXA Ventures.

Securities 64

Securities Banking Pharmaceutical Startups 64

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 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. Contrast Security.

B2B 75

B2B Securities Investments Startups 75

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.

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Valuation Investments Manufacturing Marketing 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. Wedbush Securities Analyst Daniel Ives offered a resounding yes in a research note on Sunday (Aug. More than a 20 years later, the company is spitting distance from a $2 trillion valuation.

Valuation 48

Valuation Construction Microsoft Office Pharmaceutical 48

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. CrowdStrike currently protects more than 20 percent of the Fortune 500 companies.”

Valuation 40

Valuation Securities Leverage Finance 40

PYMNTS

JUNE 18, 2020

Securities and Exchange Commission (SEC) filing. … Since the Safeway merger in 2015, we have successfully completed the integration of our stores, supply chain and technology platforms. billion because the IPO’s underwriters, BofA Securities, Goldman Sachs, J.P. Albertsons Cos., The IPO could fetch as much as $1.51

Valuation 79

Valuation Securities Retail Marketing 79

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. TripActions.

Valuation 43

Valuation Reconciliations B2B Startups 43

PYMNTS

SEPTEMBER 2, 2020

The Montreal-based payment technology company was valued at $2 billion at the close of 2019. The news service, citing a source, said the IPO is expected to push that valuation to more than $3 billion. If approved by the Canadian Securities Administrators (CSA), the country’s equivalent of the U.S. Nuvei Corp.

Valuation 91

Valuation Currencies Securities Planning 91

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. And notably, while no single change in SECURE 2.0

Mergers and Acquisitions (M&A) 130

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

PYMNTS

MARCH 27, 2019

Mobvoi, a China-based artificial intelligence (AI) startup, has almost secured funding to value the company at upwards of $1 billion before an initial public offering, according to a report by Bloomberg. The company will use the money for expansion and new products, from dashboard platforms to car mirrors with smart technology.

Startups 60

Startups Valuation Manufacturing Securities 60

Musings on Markets

NOVEMBER 1, 2023

As the price dropped below $200 today (October 30,2023), I decided that it was time for me to revisit and revalue the company, taking into account the news, financial and other, that has come out since my last valuation in January 2023, and to understand the dueling stories that are emerging about the company.

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Valuation Profit and Loss Numbers Sales 114

PYMNTS

OCTOBER 9, 2020

The big B2B investment of the week was Tipalti , which landed $150 million in new funding on a $2 billion valuation. The valuation puts the accounts payable (AP) and mass payments company well into “unicorn” territory, meaning it is valued at over $1 billion. Canada, India and Mexico can access Zira’s technologies.

Compliance 107

Compliance Auditing Accounts Payable Valuation 107

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

NOVEMBER 11, 2020

The new funding, led by Tiger Global Management, brings SentinelOne’s valuation to over $3 billion. Cloud, container and IoT technologies are empowering today’s distributed workforce,” Weingarten said in the release. “A

Valuation 107

Valuation Securities Investments Planning 107

Barry Ritholtz

APRIL 5, 2023

ProPublica ) • The Bloomberg Terminal Just Got a ChatGPT-Style Upgrade : The new technology is designed to make searching the terminal simpler. Will opportunities to find mispriced securities disappear? Learn how the biggest tax preparation companies have suppressed free filling options for years. Is my fund bloated?

Valuation 112

Valuation Investments Finance Securities 112

Musings on Markets

JANUARY 26, 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 80

Valuation Investments Manufacturing Marketing 80

PYMNTS

JULY 24, 2020

has secured $80 million in new funding at a $5.5 billion valuation as part of its Series D round that kicked off five months ago. The new funding is an extension of that round to $580 million while the valuation remains the same, the company said. London startup mobile bank Revolut Ltd.

Startups 102

Startups Foreign Exchange Valuation Invoicing 102

PYMNTS

JULY 10, 2020

While the investment isn’t yet official, reports noted that it would propel Taulia’s valuation to as much as $400 million, said Cedric Bru, the firm’s CEO and president, in an interview with The Wall Street Journal. million to the $9 million already secured. million raised from investors. Sayari Labs. ProfitShare.

B2B 77

B2B B2C Valuation SAP 77

PYMNTS

AUGUST 14, 2020

Ahead of an intended initial public offering (IPO), Alibaba Group Holding’s Ant Group has conducted a preliminary filing with the securities watchdog of China, Reuters reported. The news service reported that the move hints that the two Chinese investment institutions will be heading up the group’s onshore offering.

Valuation 105

Valuation Securities Investments Planning 105

Future CFO

NOVEMBER 19, 2023

These top M&A trends in 2024 include unlocking technology M&A opportunities amidst macroeconomic ambiguity; using artificial intelligence (AI) to improve M&A processes; acquiring AI-based businesses; and navigating an increasingly complex regulatory environment.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Valuation Startups Technology 52

Barry Ritholtz

AUGUST 22, 2023

Treasury inflation-protected securities was negative until May of last year. That’s an attractive-enough after-inflation yield for many investors, and it presents more competition for stocks, especially those with high valuations. MIT Technology Review ) • A study on “honesty pledges” became famous.

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Valuation Treasury Economics Securities 97

CFO News Room

NOVEMBER 5, 2022

Pundits continue to expect “SECURE 2.0” While private valuations have soared in recent years, public markets continue to be less kind to RIAs. In addition to an announced decline in Medicare Part B premiums for 2023, advisors have a range of other ways to save clients money on medical costs in the coming year. Author: Adam Van Deusen.

Mergers and Acquisitions (M&A) 130

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

PYMNTS

OCTOBER 2, 2020

For example, over the summer, integrated payments and eCommerce technology provider Paya merged with FinTech Acquisition Corp. He noted, too, that companies that enhance card capabilities and security could be nice “add-ons” for incumbent, legacy processors, particularly in pushing credentials or tokenizing transactions. to go public.

Mergers and Acquisitions (M&A) 110

Mergers and Acquisitions (M&A) Valuation B2B Economics 110

PYMNTS

JULY 17, 2020

Based in Nigeria, B2B eCommerce and supply chain technology startup TradeDepot raised $10 million in a pre-Series B equity round led by Partech, International Finance Corporation, Women Entrepreneurs Finance Initiative and MSA Capital. ’s Ravelin secured $20.6 The firm, which now has a valuation of $10.2 TradeDepot.

B2B 90

B2B Investments Accounts Payable Startups 90

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 21, 2021

Globe Telecom’s financial technology division, Globe Fintech Innovations of the Philippines, notched $175 million in additional venture funding in January. Globe Fintech, which is called Mynt, is said to be now looking for more funding — and aiming to get a valuation in excess of $1 billion. Securities and Exchange Commission (SEC).

Valuation 59

Valuation Banking Securities Planning 59