Last week, we had an incredible turnout at our Founders & Operators Salon: Building Financial Tools for SMBs event, where we unpacked the next-gen finance tech stack for SMBs. Here's a recap: → Embedded Finance Product Workflows → Customer Pain Points in Vertical SaaS Space → Product Prioritization Framework We hope you'll join us for our next event: NYC Founders & Operators Salon: Building Next-Gen Finance Tech Stack for SMBs 🗓️ Wednesday, July 17 ⏰ 6:00 PM - 8:30 PM EDT What's in it for you? ✅ Networking Connect with peers and executives from top companies like PayPal, Emburse, BILL, Brex, and more. ✅ Expert Insights Learn from executive and product leaders driving the future of finance tech on cutting-edge topics such as unified data sources, AI capabilities, and strategies for integration and efficiency. 📨 Request to join the event at the link below: https://lu.ma/cjg01ra0 Bring your questions, topics, and challenges, and join us in shaping the future of SMB finance. You don't want to miss it!
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Excited to share that I'll be speaking at CFO Connect to share my thoughts on "𝐁𝐮𝐢𝐥𝐝𝐢𝐧𝐠 𝐑𝐞𝐬𝐢𝐥𝐢𝐞𝐧𝐜𝐞: 𝐀 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐋𝐞𝐚𝐝𝐞𝐫𝐬𝐡𝐢𝐩 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡." People usually associate CFOs with "Business resilience": strengthening the company’s financial foundation, making prudent investments, and plans for contingencies. Nowadays, CFOs play a more and more important role in building "Cultural resilience" through Realistic optimism: It is the courage to explore the silver lining, where others are blocked by short-term risk and hiccups, assure people that the future will be better than the past, and move them in that direction
The CFO Connect Summit is locked and loaded. This September, we're bringing together the brightest minds in finance from world-class companies like Uber, Stripe, ClickUp, Deel and more. With 6 curated, in-depth sessions on the industry's hottest topics, there's something for everyone. Register for free: bit.ly/summit23_li Julien L. Spendesk Dan Zhang Megan Kao Contrary Philippe Bouaziz Mohammad Hossein Tavangar European Commission Vulnavia Gura ACCA The Student Hub Online Amel Chouikh Jorge Lluch Abacum Peter McKenzie Anticipa Real Estate Saoirse Fahey Robert Goldenberg 6sense James Black IVP
CFO Connect Summit
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𝗖𝗮𝘀𝗲 𝗦𝘁𝘂𝗱𝘆: 𝗞𝗮𝗯𝗯𝗮𝗴𝗲, 𝗜𝗻𝗰. Hey there, financial trailblazers! 👋 I’m 𝗠𝗮𝗿𝘆 “𝗜 𝗜𝗻𝘀𝗽𝗶𝗿𝗲” 𝗘𝘃𝗮𝗻𝘀, your trusted 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗦𝗰𝗮𝗹𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗗𝗲𝘁𝗲𝗰𝘁𝗶𝘃𝗲! Let's dive into the incredible journey of 𝗞𝗮𝗯𝗯𝗮𝗴𝗲, 𝗜𝗻𝗰., transforming small business funding as we know it! 💼💡 Founded in 2009 by Rob Frohwein, Marc Gorlin, and Kathryn Petralia, Kabbage revolutionized the game by offering automated funding solutions. From cumbersome processes to instant access with a simple click, Kabbage redefined efficiency in small business financing. Join us as we uncover the secrets behind "𝗕𝗿𝗲𝗮𝗸𝗶𝗻𝗴 𝗕𝗮𝗿𝗿𝗶𝗲𝗿𝘀 𝘄𝗶𝘁𝗵 𝗞𝗮𝗯𝗯𝗮𝗴𝗲, 𝗜𝗻𝗰."! 📣 𝗖𝗛𝗔𝗟𝗟𝗘𝗡𝗚𝗘𝗦: 1️⃣ 𝗧𝗥𝗨𝗦𝗧 𝗜𝗡 𝗔𝗨𝗧𝗢𝗠𝗔𝗧𝗘𝗗 𝗟𝗘𝗡𝗗𝗜𝗡𝗚: Building trust in automated lending was initially daunting, challenging traditional face-to-face interactions. 2️⃣ 𝗥𝗘𝗚𝗨𝗟𝗔𝗧𝗢𝗥𝗬 𝗡𝗔𝗩𝗜𝗚𝗔𝗧𝗜𝗢𝗡: Navigating complex financial regulations requires continuous adaptation and compliance efforts. 3️⃣ 𝗦𝗖𝗔𝗟𝗜𝗡𝗚 𝗧𝗛𝗘 𝗕𝗨𝗦𝗜𝗡𝗘𝗦𝗦: Scaling the business while maintaining personalized service levels demanded strategic planning and execution. 🛠️ 𝗦𝗢𝗟𝗨𝗧𝗜𝗢𝗡𝗦: ✅ 𝗕𝗨𝗜𝗟𝗗𝗜𝗡𝗚 𝗧𝗥𝗨𝗦𝗧 𝗧𝗛𝗥𝗢𝗨𝗚𝗛 𝗧𝗥𝗔𝗡𝗦𝗣𝗔𝗥𝗘𝗡𝗖𝗬: Transparency and proactive customer education built credibility and loyalty. ✅ 𝗧𝗘𝗖𝗛𝗡𝗢𝗟𝗢𝗚𝗜𝗖𝗔𝗟 𝗜𝗡𝗡𝗢𝗩𝗔𝗧𝗜𝗢𝗡: Investment in cutting-edge technology and robust data analytics ensured accurate and swift decision-making. ✅ 𝗦𝗧𝗥𝗔𝗧𝗘𝗚𝗜𝗖 𝗣𝗔𝗥𝗧𝗡𝗘𝗥𝗦𝗛𝗜𝗣𝗦: Strategic partnerships with industry leaders expanded reach and service offerings, enhancing competitiveness. From startup to acquisition by American Express in 2020, Kabbage's journey showcases the power of innovation and collaboration in reshaping industries. 🌱💼 Ready to elevate your business game? 𝗦𝗰𝗵𝗲𝗱𝘂𝗹𝗲 𝘆𝗼𝘂𝗿 𝗖𝗼𝗺𝗽𝗹𝗶𝗺𝗲𝗻𝘁𝗮𝗿𝘆 𝗜𝗻𝘀𝗶𝗴𝗵𝘁 𝗦𝗲𝘀𝘀𝗶𝗼𝗻 𝗵𝗲𝗿𝗲: https://lnkd.in/eKxxJNXu #KabbageSuccess #SmallBizFunding #BusinessScalabilityDetective #RevenueBreakthrough
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🚀 Exciting Reveal: Finance Tech by GET is Here! 🚀 We're beyond thrilled to finally unveil Finance Tech by GET – your new ally in financial innovation. Dive into our freshly launched microsite and discover a world where cutting-edge technology meets unparalleled financial expertise. From custom development to business intelligence, we're here to empower your journey towards success. Your feedback is our treasure as we aspire to grow and innovate together. Ready to revolutionize your financial solutions? Explore now and let’s embark on this remarkable journey together. 🌟 Link to the site will be available in the comments below. 👇 #FinanceTechLaunch #InnovationUnleashed #FutureOfFinance #TechRevolution #TechLaunch #ExploreWithUs #NewLaunch #FinancialInnovation #FinanceTech #GETFinanceTech #GlobalEngineeringTechnologies #GET
Finance Tech by GET
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Here in Global Engineering Technologies we’ve launched a microsite to promote our Finance Tech Business Unit 🌐💼 specialized in Custom development, Business Intelligence and Team Augmentation for Banks, FinTechs, Neobanks and Software Development companies in the Financial Industry. 💡💰 Our vision is to forge strategic partnerships, where technological expertise and financial innovation fosters a dynamic collaborative ecosystem, empowering partners to not only excel in their pursuits but also to reshape and elevate industry standards. 🌟✨ Curious to learn more? The link for the site is in the first comment 🌐💼 We're excited to engage with you! Let us know if you'd like to explore further. 🤝 #FinanceTech #BusinessInnovation #Collaboration #GlobalEngineeringTechnologies
🚀 Exciting Reveal: Finance Tech by GET is Here! 🚀 We're beyond thrilled to finally unveil Finance Tech by GET – your new ally in financial innovation. Dive into our freshly launched microsite and discover a world where cutting-edge technology meets unparalleled financial expertise. From custom development to business intelligence, we're here to empower your journey towards success. Your feedback is our treasure as we aspire to grow and innovate together. Ready to revolutionize your financial solutions? Explore now and let’s embark on this remarkable journey together. 🌟 Link to the site will be available in the comments below. 👇 #FinanceTechLaunch #InnovationUnleashed #FutureOfFinance #TechRevolution #TechLaunch #ExploreWithUs #NewLaunch #FinancialInnovation #FinanceTech #GETFinanceTech #GlobalEngineeringTechnologies #GET
Finance Tech by GET
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CFO | ex-founder | FD | FP&A | Financial Models & Valuations | team building | raised $500m in equity & debt | Investor relations & covenant reporting
🚀 Attention UK Startup Founders! Are your financial metrics strong enough to woo investors? On 11th June, we’re joining forces with the SaaS growth financing experts over at Capchase for an enlightening webinar that dives deep into the metrics that matter. 📈 📊 This is your chance to deep dive into the financial metrics that make or break investor interest: - Master Key Metrics: Understand the nuances of MRR, total revenue, and bookings. - Data Sourcing Techniques: Learn where and how to gather accurate and compelling financial data. - Practical Tools: Get hands-on with our exclusive Google Sheet metrics dashboard to monitor and manage your startup's financial health like a pro. 🔗 Reserve your free spot now: https://lnkd.in/g3y6V_eN Get ready to transform your startup’s financial narrative into an investor magnet! Co-hosted with Ferran Puig, Business Development & Strategic Partnerships Director @ Capchase 😄
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How do you know what you don’t know? At the speed of light, that’s how! 🧠 Let Lightspeed transform the overwhelming task of gathering and analyzing data into a streamlined process. Get a jump on your burning #edtech questions with our most recent article, “6 Questions IT Leaders Need to Answer.” ➡️ https://buff.ly/45ZrPzd 🚀
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"The IKEA Effect sweet spot: striking balance between involvement and implementation is pivotal.” ⚖️ In the latest edition of The Financial Technologist, Peter Lawrey, Founder & CEO of Chronicle Software discusses the challenge financial institutions face in keeping up with technological advancements, particularly in trading where speed and reliability are crucial. Peter advocates for a 'Buy AND Build' strategy, prioritising ownership, customisation, and knowledge transfer to enhance trading software development outcomes while minimising time to market and resource expenditures, as opposed to traditional outsourcing or choosing between ready-made or proprietary solutions. Download your free copy of The Financial Technologist to read the full article (Pages 78-79)👇 https://lnkd.in/eCR4sYeY #TheFinancialTechnologist #MostInfluential2024 #FinTechMagazine
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Hello! We're back and building! lemon should become a fundamental part of every SMB in the next 5 years, here's why I think that: #1 We (businesses) rely on software more than ever to power our operations. This reliance is only going to continue to grow. #2 Consolidation is vital. The more SaaS we use, the messier it typically gets and overspend happens frequently. #3 Cashflow, runway and efficiency are top of most businesses agenda as we move through 2024. #4 Financing is still tough. 2023 saw fewer equity investments and more expensive lending products. There are alternative solutions and models that put the controls back into the hands of SMB's. #5 Personalised experiences are becoming standard. No longer does one size fit all. Every SMB is different, the way we use products should be too. It all starts with gaining control over those recurring costs. With control comes more accurate financing decisions, more realistic forecasting, better personalisation and more effective new product discovery. It really is the best place to start. And now is the best time to start. Make 2024 the one. If you want to start building a cheaper, unique and all round simpler experience with SaaS, DM me and you can join our closed BETA of customers using our first product. More news coming v soon. 👀
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We are back at the Money Experience Summit MX and looking forward to networking with fellow businesses. DM to connect and learn more about Linker Finance | Techstars '23 Ana Zuniga
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Merry Christmas to all. Ho Ho Ho! Santa's Delivered the Perfect Gifts for Your Business This Christmas! Gift 1: Onboard the Joy with SwiftOnboard: Streamline customer onboarding and welcome new clients with open arms. SwiftOnboard's digital magic makes the process quick, easy, and hassle-free, saving you time and resources. Gift 2: Unwrap Smarter Investments with RoboInsights: Leave guesswork behind! RoboInsights' data-driven insights and intelligent Robo-Advisory platform empower you to make informed investment decisions for your clients. Gift 3: Collaborate with Confidence with CollabHub: Foster strong relationships and seamless teamwork with this intuitive online platform. Gift 4: Engage Investors Like Never Before with InvestorVista: Turn investor management into a delightful experience. InvestorVista's user-friendly interface gives clients a sophisticated yet accessible tool to track their portfolios and make informed decisions. Gift 5: Invest in Knowledge with LearnPro: Knowledge is the ultimate gift for your workforce. LearnPro equips your team with continuous learning opportunities and industry insights, keeping them at the forefront of financial expertise. Gift 6: Data is Your Secret Santa with DataPulse: Let data be your guide to success! DataPulse's robust analytics provide actionable insights and fuel strategic planning. Gift 7: Slay Operational Headaches with OpsOptima: Unwrap a world of streamlined operations. OpsOptima automates repetitive tasks, boosts efficiency, and frees your team to focus on what matters most. Gift 8: Harness the Power of Data with DataPulse: Because good things come in pairs! DataPulse's dynamic analytics empower you to make informed choices, optimize investments, and stay ahead in the competitive financial landscape. Gift 9: Share Financial Wisdom with FinanceEd: Knowledge is power, especially when it comes to finances. FinanceEd equips clients and investors with comprehensive financial literacy platforms, fostering informed decision-making and building trust. This Christmas, ditch the coal and unwrap the gifts that will truly make your business merry! Finlabs has custom-crafted solutions for every need, designed to streamline your operations, boost efficiency, and empower your success in the new year. Choose Finlabs as your Secret Santa. With our tailored solutions, your business will experience a joyful transformation and be ready to conquer the new year like a superhero! Contact us today at https://lnkd.in/gkBYJjhH and let's make this Christmas merrier than ever! #Finlabs #merrychristmas #christmas2023 #santaclaus #gifts #fintech #solutions #businesssolutions
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