Artificial Intelligence (AI) Revolutionizes Finance
Customer Think
AUGUST 15, 2023
Finance is a sector of the economy that’s poised to benefit greatly from the adoption of AI, especially when it comes to Financial Technology or FinTech.
6 Ways to Get Your Business "Investor Ready"
Hubspot Sales
MARCH 22, 2022
Now it's time to find investors to get it off the ground. Whether you're funding a side gig or the next big startup , you can find the right investors to help your business scale. Here, we'll discuss where to find investors and six strategies to get your business "investor ready.". Here are a few types of investors: 1.
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Best CRM For Financial Services – Finance CRM
Apptivo
DECEMBER 10, 2021
To achieve this, one of the emerging trends in financial services is Finance CRM. Apptivo’s Financial CRM Software is what your finance teams require to streamline their work and obtain accurate solutions. Here, finance industry. Are you confused about which is the best CRM for the finance industry and what are CRM uses?
The Plain English Guide to Equity Financing
Hubspot Sales
JUNE 26, 2018
What is Equity Financing? Equity financing is a type of funding that allows you to sell shares of your company to investors. You receive the capital to grow your business and investors get partial ownership of your venture. But what does it really mean to land financing for your startup? Debt vs. Equity Financing.
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We are looking for a Senior Finance Manager
Arpedio
OCTOBER 12, 2021
Arpedio is looking for a Senior Finance Manager. Arpedio is looking for a Senior Finance Manager. Are you a strong finance profile who is passionate about using financial insights to prepare the business for continued growth and further international roll-out? What you will do. What we are looking for. Cand.merc.aud.
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10 Ways To Finance Your Business
Aepiphanni
MARCH 16, 2021
Unstable finances cause a great deal of stress on business owners, not to mention having to address the various concerns if they have employees on the payroll. Deciding whether to find financing for one’s business and how to choose the best option can be challenging. Bank Loans – a typical lending situation for businesses.
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3 Lessons from A Founder of 2 Million-Dollar Companies
Hubspot Sales
MARCH 5, 2024
So the app pairs finance with cultural background to ease the anxiety, using references from both Latin culture and American pop culture to break down complex concepts – like using hard and soft shell tortillas to explain hard and soft credit, or dissecting money moves of JLo. Finding the investor-founder fit is also key.
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Startup Funding: What It Is, How It Works, & 5 Tips for Landing It
Hubspot Sales
FEBRUARY 24, 2022
The CEO searches for investors, loans, grants, and other forms of funding to help their business grow. In those cases, investors exchange capital for equity — or partial ownership — of the company. If founders don't want to involve outside investors, they can get capital through small business loans. The downside?
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Leadership Lessons from Planview CFO Chris Nester
Planview
JULY 31, 2024
He also shared his thoughts on how CFOs can be an enabler of transformation within their enterprises, and how finance can be a competitive advantage in today’s highly dynamic marketplace. It was always a big black box from the finance department’s view: “What’s in that money? Is it being efficiently spent?
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The Role of the CFO has Changed. What Does This Mean for Companies?
Planview
AUGUST 14, 2024
Building on our previous discussion about Chris’s journey , this post focuses on the traits that define successful CFOs and how they can navigate the complexities of modern finance. How do you see Finance as a competitive advantage in today’s volatile digital age?
Debt to Equity Ratio, Demystified
Hubspot Sales
NOVEMBER 27, 2018
The debt to equity ratio is a measure of a company's financial leverage, and it represents the amount of debt and equity being used to finance a company's assets. Leverage is the term used to describe a business' use of debt to finance its business activities and asset purchases. To learn more, check out this guide to equity financing.
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What Is Microlending & Is it Right for You?
Hubspot Sales
MARCH 9, 2022
For entrepreneurs whose credit or circumstances make the risk of default high, crowdfunded or peer-to-peer financing, such as microlending, offers monetary opportunities that are not available elsewhere. Typically, they feature lower interest rates or capital requirements than conventional financing. CDC Small Business Finance.
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11 Must-Read Books for Real Estate Investors in 2023
Hubspot Sales
JANUARY 16, 2023
Whether you're a new or seasoned real estate investor , we can all benefit from the wisdom of others. Best for Commercial Investors. Best for Financing on a Budget. 11 Must-Read Books for Real Estate Investors. Our first pick is by Brandon Turner , best-selling author and active real estate investor. Best Overall.
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Startup Financing: How It Works & How to Get It
Hubspot Sales
APRIL 12, 2022
Startup financing ranges from news-worthy venture capital rounds to credit cards, grants, and small business loans. Some have long repayment terms and others require you to give partial ownership to investors. Understanding your financing options is essential for success. What is Startup Financing? Financing vs funding.
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How Effective Cash Flow Management Sustains Long-Term Customer Relationships
Insightly
JULY 9, 2024
So, getting on top of your cash flow today can actually be a serious blessing for your finances over the long term. Strategies for effective cash flow management Ready to take control of your business finances? Your budget is also valuable for your stakeholders and investors. Measure success What gets measured gets improved!
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The State of Entrepreneurship Report: Key Findings From our Survey of 200+ Business Owners
Hubspot Sales
JULY 30, 2024
The most common pain points entrepreneurs experience are finance-related. According to our survey: 54% of our survey respondents cited struggles with earning and maintaining financing as the most pressing issue they run into. 22% say sourcing financing or capital. Here's how they answered: 57% say growing their customer base.
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8 Online Networking Platforms for Black Entrepreneurs
Hubspot Sales
JUNE 21, 2021
The HubSpot Community has over 100k members and encourages professionals to use its forum feature to have longer conversations on topics like entrepreneurship, tech, marketing, business, finance, and more. million, with famous investors like Gabrielle Union. Somewhere Good. As of May 2021, Somewhere Good raised $3.75
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4 Opportunities in The $884B Home Improvement Business
Hubspot Sales
MAY 27, 2024
The housing market’s been a mess: The Fed’s been flirting with a rate cut that never seems to happen Young people can’t afford to move out of their parents’ basements Investors are buying up affordable stock With all this going on, homeowners (especially those who locked in a low rate during COVID) know that they’re, well, kinda stuck.
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Being more strategic – Case studies and insights (Ireland May 2023)
Red Star Kim
JUNE 7, 2023
The figures for this year’s survey show Republic of Ireland fee income rose by 12 per cent in 2021, compared with just 1% in 2020 Finance-Magazine.com – Ireland’s top accountancy firms roar back to double-digit growth in 2021 Accountancies and Tax Consultants revenue is expected to expand at a compound annual rate of 1.3%
Renewable Energy Industry Value Chain: Deep Dive
Flevy
JUNE 25, 2024
Project Development and Financing: Planning and securing funds for renewable energy projects. Financial Management: Managing finances to support and sustain operations. Project Development and Financing: Adapting project development and financing strategies to the specific requirements of renewable energy projects is crucial.
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Silent Partners, Explained: What to Know About Finding a Silent Partner for Your Business
Hubspot Sales
JANUARY 17, 2019
They don't oversee finances or review strategies. As for debts and losses, all partners in a business venture are responsible for the business' finances. Next, look to angel investors who typically fund projects during the early development stages. How to Attract Investors. Silent Partner vs. General Partner.
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The Plain-English Guide to Cash Flow Statement
Hubspot Sales
SEPTEMBER 20, 2018
If the cash flow is negative, the business might not have enough cash to finance operations. This could mean the business is financing operations by borrowing. A statement of cash flows studies operating, financing, and investing activities to show where your business’ money is coming from and where it’s being spent.
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The Startup Founder's Guide to Cap Tables
Hubspot Sales
NOVEMBER 23, 2018
how much investors paid for them, and each investor's percentage of ownership in the company. Ownership stake refers to who (founders, investors, or employees) owns what amount of the business. This "money-back" provision protects investors in the event of a sale at a lower valuation. stock, options, warrants, etc.),
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29 Real Estate Blogs Every Realtor Should Read in 2018
Hubspot Sales
JULY 19, 2018
Best for: Real estate investors. Have an ear to the ground on what real estate investors are acting on in the current market. Best for: Real estate investors. Best for: Real estate agents, real estate investors. Get authoritative articles on real estate investing, personal finance, real estate marketing, and more.
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The Beginner's Guide to Balance Sheets
Hubspot Sales
JANUARY 10, 2019
It's used by business owners and investors to see what the company owns and what it owes, and its primary use is to track earnings and spending. Both of these formulas tell investors whether or not they will get a return on the money they invest in the company. Corporate Finance Institute. Why is the balance sheet important?
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Lean Startup Methodology
Flevy
OCTOBER 2, 2023
The approach requires careful deliberation over detailed financial projections during the planning phase to make potential investors believe that it’s a viable investment. Lean Startups avoid complex Business Plans and laborious planning as conventional businesses do.
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Retail Banking Industry Value Chain: Deep Dive
Flevy
OCTOBER 24, 2024
From mobile apps to online portals, customers now expect seamless digital experiences that allow them to manage their finances anytime, anywhere. Banks are innovating by offering green finance products, such as eco-friendly mortgages or loans for sustainable business practices.
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How to Distribute Equity for Your Startup
Hubspot Sales
FEBRUARY 7, 2020
Typically, equity is divided among founders (and co-founders), employees, outside investors, and company advisors. As you determine how much equity to award employees, you may want to take into account how many team members you plan to hire, your employee’s level of experience, and your company’s financing timeline.
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Limited Partnerships: Their Structure, Value, & Practical Examples
Hubspot Sales
SEPTEMBER 1, 2021
A limited partnership is a business model that can connect bold, enterprising entrepreneurs with savvy investors looking to finance lucrative, low-touch business ventures. Investors are often drawn to their "lower stakes" liability model and "pass-through" taxation structure. Let's dive in. Real Estate.
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What does digital trust look like today?
Zendesk
OCTOBER 27, 2021
Finance is an apt example of an industry where customers aren’t just trusting you to get their tacos quickly, but to manage their life savings and future. Many of these transactions were from new investors coming into the market. Digital experiences are not the only experience younger investors want,” she said. The human touch.
Rumelt’s Strategy Evaluation Framework
Flevy
OCTOBER 21, 2024
If an automotive company is all-in on electric vehicles, but continues investing in gasoline-powered cars, it sends a message of confusion to investors and employees. Leaders must ensure that departments—whether it’s marketing, R&D, or finance—are marching toward the same goals. Clarity is king.
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Thinking about starting your own business? Here’s what to know
ACT
AUGUST 4, 2023
Creating a comprehensive business plan requires a lot of hard work , but comes in handy at various stages, such as when approaching investors for funding or searching for ideas to scale operations. Before you meet potential investors, you must outline a solid financial plan. Getting funding is only the first step in financial planning.
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The Complete Guide to Digital Entrepreneurship
Hubspot Sales
JANUARY 26, 2023
You’ll likely have to seek loans, investors, or fund your business initially from your savings. The most popular topics in this category are travel, fashion, beauty, personal finance, and entertainment. Case Study: The Financial Diet This personal finance business started as a personal finance blog in 2014.
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How to write a lean business plan
PandaDoc
JUNE 21, 2022
Lean business plans tend to be geared toward early-stage businesses that don’t need any kind of outside investment and have no intention to seek financing in order to start their business. A detailed business plan is much longer and is typically used whenever you need financing. Do investors really care about a business plan?
THE 10-K FILING: THE MOST IMPORTANT DOCUMENT THAT SAMS NEVER READ
Strategic Account Management Association
APRIL 5, 2021
Yes, the 10-K is a dry, dull document required by the SEC that is basically an annual business disclosure, filed by a publicly traded company, containing “almost everything about the business that an investor would want to know.”4 This enables one to “see” the state of the company’s finances.
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9 Valuable Entrepreneur Training Courses That You Can Take For Free Online
Hubspot Sales
FEBRUARY 23, 2018
Entrepreneurial Finance from MIT OpenCourseWare. Anyone who wants to quickly get a grasp on the financial elements of starting a company should enroll in this finance course. If you’re just wading into the waters of entrepreneurship, this course by famous entrepreneur and investor Guy Kawasaki will help you get your feet wet.
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144 Financial Tips For Small Business Owners
Aepiphanni
MARCH 19, 2021
However, this much freedom also means that there is a possibility of getting off track once in a while —especially when finances are involved. Digital Media Consultant and Investor, John Boitnott, suggests that small business owners should start a 401(k) match plan at their own company and take advantage of that perk. Pay yourself.
The 14 Best Blogs for Small Business Owners
CMOE
JUNE 12, 2023
Fit Small Business Fit Small Business features industry experts who offer insightful articles across eight subjects: Retail Human resources Accounting Sales Marketing Real estate Finance Office technology The variety of focuses Fit Small Business offers is ideal for those who seek a more holistic approach to their business strategy.
OpenView Expands Leadership Team with Promotion of John McCullough to Partner and Addition of Kate Ramirez as CFO
Openview
FEBRUARY 4, 2019
With his promotion to Partner, McCullough will also join OpenView’s Investment Committee and take a leadership role in Investor Relations. OpenView also announced the addition of their new CFO, Kate Ramirez, to succeed Bonnie Lewis who is shifting into the newly formed role of Executive Finance & Audit Chair.
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4 Bootstrapped Businesses That Are Seeing Phenomenal Success Today
Hubspot Sales
MAY 9, 2019
With bootstrapping, you are in control of all finances because it's your money that's being used to fund business activities. Since you aren't responsible to investors, you're able to use the money in the way you see fit. Since you aren't responsible to investors, you're able to use the money in the way you see fit.
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Biotechnology Industry Value Chain: Deep Dive
Flevy
JUNE 9, 2024
Finance and accounting manage resources and investments, and legal affairs handle intellectual property and contractual obligations. Finance and Accounting: Financial strategies should align with the organization’s growth objectives and risk tolerance.
How top fintechs like Stash, Ramp, and Zip make bank with exceptional CX
Zendesk
OCTOBER 25, 2022
Many of Stash’s customers are novice investors, and Meehan focuses on making sure they feel confident about being able to build wealth through the app. Meanwhile, Stash focuses on helping beginning investors navigate what can be an overwhelming new world. But Ramp, a finance automation platform, has taken a different approach with CX.
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How to Start a Business: A Complete Guide for Startup Entrepreneurs
Hubspot Sales
MAY 22, 2018
In order to build a successful company, you’ll need to create and fine-tune a business plan, assess your finances, complete all the legal paperwork, pick your partners, choose the best tools and systems to help you get your marketing and sales off the ground … and a whole lot more. How to Start a Business. Products and/or Services.
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The History and Downfall of a German Wholesale Company “Wollschla?ger” – Part 3
QYMATIX
AUGUST 16, 2022
During the month, Frank tried to find an investor for his now 140 million euros distribution business. Carsten explained that they “… wanted to use the opportunity to continue our trading business as smoothly as possible with the instruments of the insolvency code as well as to reorganise our financing and balance sheet structure.”
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