Day: December 29, 2023
Hiring a Startup Chief Financial Officer: When and Why to Hire One
The value of having a CFO on staff is a hotly debated topic for young companies. The debate is centered on the cost of hiring…
How to get the most out of equity research – Advice from a former Research Analyst
In our current financial market, equity research is a valuable function. The profession has been criticized in recent years. Toptal Finance Expert Ryan Downie explains…
The Term Sheet Template: What to Watch Out For During Negotiation
Many founders still have difficulty understanding certain clauses in term sheets despite the increase in resources available to help them navigate the fundraising process. These…
Snapchat IPO: All about the ARPU, Dummy
We examine the rumored Snap valuation ahead of the IPO and conclude that while the overall market concerns about DAU growth may be justified, it…
Open-source software: an investment model or not?
It is impossible to overstate the importance of open-source software in the IT sector. Venture capital has poured into the IT sector in recent years.…
The Most Popular Mobile Payment Apps
Doretha Clemons, Ph.D., MBA, PMP, has been a corporate I.T. executive and professor for 34 years. She is an adjunct professor at Connecticut State Colleges…
The Bloomberg Terminal: Step By Step
Bloomberg has become synonymous with investment data in many parts of the financial world. Bloomberg claims that the Bloomberg Terminal “revolutionized an industry” by bringing…
Fintech is disrupting wealth management
While I am traveling the country and talking with industry colleagues and advisors, there are many discussions about how Fintech disrupts wealth management and how…
What Are Stock Fundamentals?
Stock fundamentals, such as cash flow and return on assets (ROA), are key metrics for a company. Analysts often perform fundamental analysis to analyze a stock…
Bonds: What you need to know about them
Want to improve your portfolio’s return-risk profile? Bonds can help create a balanced portfolio by increasing diversification and reducing volatility. Even experienced investors may find the bond market…