Abrigo

APRIL 25, 2024

The negative correlation of funded business loans to the Fed funds rate is a staggering 86% as businesses weigh their needs for capital against expensive debt and lenders aim to limit risk. Almost half sought credit to grow their businesses, and 28% applied to make repairs or replace capital assets.

Lending 221

Lending Trends Capital Strategy 221

PYMNTS

NOVEMBER 16, 2020

Securities and Exchange Commission (SEC) for an initial public offering (IPO). The lead book-running managers are Morgan Stanley , J.P. Morgan and BofA Securities , with Deutsche Bank Securities acting as another book-running manager for the proposed offering, the release stated.

Software 201

Software Leadership New York Security 201

PYMNTS

NOVEMBER 20, 2020

Chromo Capital co-led the deal. Also participating were Perry Capital, founded by Richard C. Perry, and new fund Bramalea Partners, launched by Andrew Boyd, former head of global equity capital markets at Fidelity Investments.

Capital 253

Capital Online Industry Strategy 253

PYMNTS

JANUARY 21, 2021

LLC and BofA Securities are serving as joint lead book-running managers and representatives of the underwriters for the deal. Additional book-running managers for the IPO include Wells Fargo Securities, BMO Capital Markets and Deutsche Bank Securities Inc. Goldman Sachs & Co.

Idaho 167

Idaho New York Security Branding 167

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.

Mobile 165

Mobile Philadelphia Seattle Washington 165

South State Correspondent

FEBRUARY 27, 2024

Treating all credit facilities equally by setting minimum credit spreads regardless of size, term, cross-sell opportunities, lifetime value, and credit quality leads to misallocation of capital and substandard return on assets (ROA) and return on equity (ROE). Bankers need to manage credit relationships to ROA/ROE and not credit spreads.

How To 195

How To Community Bank Community Management 195

PYMNTS

NOVEMBER 27, 2020

It was a slow week for B2B FinTech venture capital investments, though the industry still managed to pull more than $46.8 The company secured the funding from Hong Kong-based EmergeVest, reports said, while other angel investors also participated. million in fresh funding. SourceSage. Credit Key. Credit Key, a U.S.-based

Fintech 176

Fintech Capital Operations Analytics 176

PYMNTS

JUNE 25, 2020

LLC, BofA Securities, J.P. Morgan and Barclays acting as joint lead book running managers, a press release says. Analytics firm Dun & Bradstreet has launched an initial public offering (IPO), with Goldman Sachs & Co. percent of the initial public offering price, the release says.

Analytics 232

Analytics Capital New York America 232

PYMNTS

JANUARY 24, 2020

While businesses have more sources of capital than ever before, from bank loans to initial coin offerings to alternative online investments, experts are urging small to medium-sized businesses (SMBs) to take a strategic approach to their fundraising efforts — often by combining a variety of funding sources to mitigate risk.

Fintech 198

Fintech Capital San Francisco Georgia 198

PYMNTS

FEBRUARY 13, 2020

Only two weeks after Chief Executive Elon Musk indicated that Tesla was not looking to bring in more capital, the electric automaker says it intends to have a $2 billion common stock offering. LLC are serving as lead joint book-running managers. . Morgan Stanley and Goldman Sachs & Co.

Security 130

Security Management Report Capital 130

PYMNTS

SEPTEMBER 2, 2020

If approved by the Canadian Securities Administrators (CSA), the country’s equivalent of the U.S. Securities and Exchange Commission, the stock would be listed on the Toronto Stock Exchange under the “NVEI” ticker. and RBC Capital Markets. The company said it plans to use net proceeds from the offering to repay debt.

Payments 229

Payments Fintech Security Technology 229

PYMNTS

JUNE 2, 2020

Allen & Company, Goldman Sachs, Wells Fargo Securities and BofA Securities are working as underwriter representatives and book-running managers. Baird, Wedbush Securities, JMP Securities, William Blair and Stifel are working as the offering’s co-managers. L Catterton, T.

Security 130

Security Resources Capital Management 130

PYMNTS

JANUARY 15, 2021

In total, investors placed nearly $600 million for firms in the B2B payments, T&E, financial management and other B2B spaces. Despite a slowdown in corporate travel, expense management and travel booking technology provider SalesTrip still managed to impress investors, which pumped $1.4 Modern Treasury. Jobandtalent.

Capital 167

Capital Fintech Operations Technology 167

South State Correspondent

MARCH 19, 2024

While bankers can sell customers cash management or deposit products and later cross-sell credit, in the vast majority of cases the real estate mortgage acts as the entrée to a new relationship. The real estate mortgage is a platform that drives cross-sell and upsell capabilities. Profitability continues to grow over time.

Community Bank 195

Community Bank Community Industry Cards 195

PYMNTS

NOVEMBER 9, 2018

It was another busy week for B2B FinTech startups, with globally and vertically diverse companies securing new funding for their enterprise-targeting tools. The big news of the week comes from TripActions , a corporate travel solutions provider that secured unicorn status with its latest fundraise (the largest in this week’s breakdown).

Software 158

Software North Carolina Capital San Francisco 158

PYMNTS

DECEMBER 13, 2018

Commercial card startup Brex, which recently secured funding that propelled it into unicorn status, is augmenting its platform with the introduction of corporate travel booking capabilities. ” “Startups have a disadvantage when booking corporate travel,” added TravelBank CEO Duke Chung in another statement.

Marketing 134

Marketing Cards Capital Company 134

Abrigo

OCTOBER 10, 2023

How industry analysis can improve your credit risk management Understanding your customers' businesses leads to better loan pricing, structure, and risk management. Takeaway 2 Carefully considering a new customer's industry ensures it is a good fit for your risk appetite and helps better manage your customer relationship.

Analysis 195

Analysis Industry Risk Management Lending 195

Gonzobanker

DECEMBER 8, 2021

Digital Security. This continued to be a hot area with several deals including: TransUnion’ s acquisition of identity analytics provider Neustar Mastercard acquired digital identity provider Ekata Canapi Ventures invested in security/behavior analytics firm Neuro-ID The aforementioned DefenseStorm funding round.

Fintech 213

Fintech Los Angeles Lending Analytics 213

PYMNTS

OCTOBER 19, 2018

Though B2B FinTech firms looking to disrupt small business (SMB) banking and expense management made some noise this week, the real focus for B2B venture capitalists (VCs) centered on the data analytics space, particularly as businesses struggle to capture the data they need as it’s stored across disparate platforms.

Data 128

Data Analytics Software Capital 128

PYMNTS

FEBRUARY 1, 2021

In a recent conversation with PYMNTS, he discussed how various trends in how employees wish to get paid and how employers manage those payouts are driving more organizations to digitize payroll operations, with payroll data an increasingly valuable asset for CFOs. The Value Of Integration.

Strategy 247

Strategy Taxes Management Trends 247

PYMNTS

NOVEMBER 16, 2018

In a week of multiple nine-figure venture capital funding rounds, B2B FinTech has proved it plans to end the year on a high note. Investors from IVP, Madrona Venture Group and Meritech Capital all joined the fold, while existing backers CapitalG and Sequoia Capital led the round.

Lending 193

Lending Capital Analytics Fintech 193

Bobsguide

JULY 21, 2022

• The financial technology firm expands bookings by 300% in H1 2022 versus prior period. The hires include several senior hires with decades of experience in capital markets and technology: Paul Sweeney, Head of Fixed Income Development : Paul has over 20 years of experience designing and developing financial solutions.

New York 87

New York Software Capital Leadership 87

PYMNTS

JUNE 10, 2016

in the alternative SME lending space, while B2B startups from the Netherlands and Spain also secured impressive rounds. Find out where the rest of the $19 million in venture capital landed this week and which two U.S. Kikka Capital. Kabbage’s sister firm Down Under secured $1.5 companies came out on top. Tradeshift.

US 100

US Capital Lending Security 100

PYMNTS

JANUARY 29, 2020

For example, when directors of Hannon Armstrong Sustainable Infrastructure Capital were looking for someone to fill the role, they were more worried about hiring someone who had experience with raising debt and equity, and they didn’t care if the person was a former accountant. “It But that freed us up to get a capital-markets-focused CFO.”.

Strategy 144

Strategy Capital Examples US 144

PYMNTS

OCTOBER 27, 2017

In a bit of a mixed bag for B2B FinTech venture capital (VC), investment backers stayed fairly quiet this week, racking up nearly $90 million in funding. Check out all the B2B FinTech companies that secured fresh investments below. Treasury Management. Advance Global Capital provided $1.1 SMB Banking. Countingup.

Samsung 100

Samsung Capital Security Analytics 100

PYMNTS

MARCH 13, 2020

The incentive is available for people with cruises that are booked between March 6 and May 31. It’s not in their interest to topple an airline or tour operator, but their job isn’t to provide security or capital.”. told Bloomberg.

Course 140

Course Cards Examples Operations 140

PYMNTS

NOVEMBER 4, 2016

This time, the industry saw modest gains — a couple million in funding here, another million there — with just three venture capital funding rounds. Find out who secured how much below. million in venture capital. UserIQ enables SaaS companies to retain their customers through engagement technology and in-app data management.

Capital 100

Capital Software America Security 100

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. Lulalend lends directly to SMBs that can apply online, with an automated approval process accelerating access to capital.

Capital 108

Capital Analytics San Francisco Lending 108

South State Correspondent

FEBRUARY 28, 2023

Many community banks today are willing to underwrite real estate secured loans on just two metrics: debt-service-coverage ratio (DSCR) and loan-to-appraised value (LTV). Banks typically approve credits above 1.20x DSCR and below 75% LTV – with many loan-specific factors that may skew these acceptable levels.

Lending 195

Lending Community Bank Community National 195

PYMNTS

MAY 7, 2020

And often, drilling down into business segments and management commentary provides insight into just how we as a nation are faring, depending on where you look. During the quarter, as management said on the call, Square Capital secured Small Business Association (SBA) approval to offer Paycheck Protection Program (PPP) loans.

Maine 141

Maine Online Capital Retail 141

PYMNTS

OCTOBER 25, 2017

Countingup , a FinTech that aims to combine and streamline corporate banking and accounting for small- and medium-sized businesses (SMBs), secured fresh funding this week, according to news from TechCrunch. Countingup, started by Clear Books Founder Tim Fouracre, plans to use the venture capital funding to launch operations in the U.K.

Tools 110

Tools Capital Fintech Operations 110

PYMNTS

MAY 1, 2017

Wells Fargo Securities, LLC, Bank of America Merrill Lynch, Citigroup Global Markets, Inc. and Deutsche Bank Securities, Inc. are acting as joint book-running managers for the offering. William Blair & Company, LLC, BMO Capital Markets Corp. and JMP Securities, LLC are acting as co-managers. “I

Nashville 128

Nashville Tennessee Phoenix Austin 128

FICO

SEPTEMBER 29, 2020

Here’s what participants said about managing debt collection in the pandemic this year — and what they see for the future. Bureau data became a challenge as many of the leading indicators became redundant since people ‘froze’ in time, which placed risks on many of the account origination and account management scores.

Management 87

Management Analytics Data System 87

PYMNTS

APRIL 23, 2019

Financial management is mission-critical to the health and vitality of small business (SMB), but it’s also one of the most difficult tasks for entrepreneurs and business owners that may have the skills to launch new products or services, but lack the accounting expertise to handle the numbers. The firm secured $1.8

Fintech 154

Fintech Taxes Capital Analysis 154

PYMNTS

DECEMBER 30, 2016

FinTech is no stranger to this pattern, and while venture capital levels have seemed to dwindled in certain markets (analysts found VC funding down by 29 percent in 2016 compared to last year), B2B startups remain the apple of many investors’ eyes. Supply Chain Management. Reports last Friday said the company secured $20.8

Capital 124

Capital National Resources Apple 124

PYMNTS

JULY 26, 2017

William Blair & Company acted as the sole book-running manager and Craig-Hallum Capital Group, Northland Capital Markets and Barrington Research Associates acted as co-managers for the offering. Securities and Exchange Commission, proposing the underwritten public offering of its common stock.

Exercises 139

Exercises Technology Capital Company 139

PYMNTS

SEPTEMBER 1, 2017

Don’t let the lack of news about mega-grossing venture capital (VC) rounds fool you. This week’s B2B venture capital activity led to an impressive $141.2 Travel and Expense Management. Workforce Management. VC activity was especially high across the U.S. TravelBank. Based in the U.S., Based in the U.S.,

Fintech 135

Fintech Capital Groups Analytics 135