Small Business Finance Presentation: Creating Your Money Map

 Small Business Finance Presentation

Creating Your Money Map

 Title

 Small Business Finances - Creating your Money Map

Description  

Join us for this webinar that we have tailored for small business owners. We know that business owners are busy working in the business, and have little time to work on the business with things such as money management and financial planning.

In this webinar, we want to help business owners expand their awareness about money matters, including:

- the psychology of money
- how your perception and relationship with money can improve your business success
- overcoming the mental roadblocks to financial freedom
- tools and tips to remain cash-flow positive
- tax planning and tax-efficient investment ideas

Speakers:

Michelle Cooper, CEO, Alchemy Accounting & Bookkeeping

In her business, Michelle has built a solid team of bookkeepers, accountants, tax professionals, and business coaches who support impact driven entrepreneurs to have highly profitable, sustainable businesses while creating the peace of mind that comes from a solid financial foundation. Michelle supports the growth of her clients' businesses with strategic planning while also addressing the mindset issues that arise with growth, in order to bust through and rise up to levels they never dreamed possible.

Tara Lamond, Small Business Advisor, Vancity Savings Credit Union

Tara has been in the financial services industry since 2004 in a variety of roles. Today, she works with small business owners and solopreneurs to achieve their dreams and influence them to think differently when it comes to making a positive impact in their local economy.

Jordan Hopper Portfolio Manager, Vancity Savings Credit Union

Jordan provides personalized investment management services and solutions for families, individuals, businesses, trusts and not-for-profits groups.

Nazlin Sunderji, Portfolio Management Consultant, Vancity Savings Credit Union

Nazlin has 17 years experience in the financial services industry and works with portfolio managers in supporting their clients in achieving their financial goals.

Time  

Jun 17, 2021 11:00 AM in Pacific Time (US and Canada)

Registration

https://us02web.zoom.us/webinar/register/WN_xBVZtmK8RSevd77D4-Y85Q

 

Next Insurance Raises $250M in Series C Funding

Next Insurance, a Palo Alto, CA-based digital Insurtech company focused on small business insurance, raised $250m in Series C funding.

Munich Re provided the funding in a round that brought total funding to $381m in over three years, with a valuation of over $1 billion USD.

The company intends to use the funds for new product development as it scales its small business insurance products, to accelerate its customer expansion initiatives.

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Sponsor

myCareBase™is a platform for seniors and their families to find, evaluate, hire and manage home support services, to improve the seniors’ ability to remain living safely in their current home for as long as possible. The caregiver marketplace currently offers candidates in Greater Toronto and Greater Vancouver.

To compliment this platform the company also offers an innovative care management app that centralizes communication and task management among family members and the caregiver, along with a Care Concierge service to help family members with administrative, navigational or organizational tasks.

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Led by Guy Goldstein, Co-Founder and CEO, Next Insurance provides digital small business insurance coverage across the US by enabling customers businesses to acquire all P&C insurance products in one place and at any time. This includes, general liability, professional liability, commercial auto and, as of today, workers’ compensation coverage.

The company provides insurance coverage to over 1,000 unique types of business with policies that are tailored to their needs.
Benefits also include the Live Certificate, a real-time certificate of insurance verification and access to an online portal where policyholders can add additional insureds, update policy or payment information, send verifiable proof of insurance, and more, all from a smartphone or computer.

Most recently, Next Insurance launched Next for Agents, a platform that enables customers to purchase Next Insurance policies through an agent.

Source. FinSMEs, September 7, 2019

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This post was brought to you by Woewoda Communications, your partner in the venture capital, private equity and startup markets; offering strategic communications, public relations & investor relation services to Canadian VCs, PEs, Angels, Endowments/Trusts, Family Offices, and Canadian startups involved in ICT, IoT, blockchain, life sciences, healthcare, agribusiness, clean energy, fintech, AI and robotics.

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Are you a Canadian GP/LP/CI or a Canadian startup that needs to grow or scale? Give us a call! One of our representatives would love to explain how we vertically design, and then systematically layer each of our communication platforms to effectively reach niche target audiences for our clients. WC offers a unique synergistic approach to effectively communicate our client's message to their target audience.

Serving Vancouver, Montreal, Toronto, Waterloo, Ottawa and Halifax.

ZenBusiness Raises $15M in Series A Funding

ZenBusiness, an Austin, TX-based online platform to create and run small businesses, closed a $15m Series A venture capital financing.

The round was led by Greycroft, with participation from Lerer Hippeau, and Revolution’s Rise of the Rest Seed Fund and new investors Rosecliff Venture Partners, Interlock Partners, and Recruit Strategic Partners (RSP).

The company intends to use the funds to further expand its presence and continue to build out the platform and community features.

Led by Ross Buhrdorf, CEO, ZenBusiness provides a leverages Machine Learning (ML) and automation online platform that gives everything needed to start a company as an LLC or Corporation, and operate it over time through a wide array of business services including accounting, taxes, banking, lending and credit, website, domain, and email.

Since its public launch in early 2018, the company has served thousands of small businesses via its platform.

ZenBusiness is a Public Benefit Corporation.

Source. FinSMEs, September 25, 2019

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This post was brought to you by Woewoda Communications, your partner in the venture capital, private equity and startup markets; offering strategic communications, public relations & investor relation services to Canadian VCs, PEs, Angels, Endowments/Trusts, Family Offices, and Canadian startups involved in ICT, IoT, blockchain, life sciences, healthcare, agribusiness, clean energy, fintech, AI and robotics.

.

Are you a Canadian GP/LP/CI or a Canadian startup that needs to grow or scale? Give us a call! One of our representatives would love to explain how we vertically design, and then systematically layer each of our communication platforms to effectively reach niche target audiences for our clients. WC offers a unique synergistic approach to effectively communicate our client's message to their target audience.

Serving Vancouver, Montreal, Toronto, Waterloo, Ottawa and Halifax

Funding Circle Completes $198M Securitization

Funding Circle, a San Francisco, CA-based small business loans platform, closed its first $198m asset-backed securitization (ABS) of US small business loans originated through its system.

The deal marks the debut of Funding Circle’s US securitization sponsorship capability, and is the fifth securitization of Funding Circle business loans globally.

The transaction is rated by two ratings agencies, with its senior tranche earning an A- (sf) rating from Kroll Bond Rating Agency and an A3 (sf) rating from Moody’s Investors Service.

The deal saw demand from 18 institutional investors, ranging from asset managers and private credit funds to insurance companies and sovereign wealth funds.

Launched in 2010, Funding Circle is a global small business loans platform, connecting businesses who want to borrow with investors who want to lend in the UK, US, Germany, and the Netherlands.

So far, investors across Funding Circle’s geographies — including more than 90,000 retail investors, banks, asset management companies, insurance companies, government-backed entities, and funds — have lent $10.2 billion to 72,000 businesses globally.

In the USA, where the company is led by Managing Director Bernardo Martinez, Funding Circle has originated loans to more than 14,000 US businesses, with US borrowers currently averaging 11 years in business and $1.4 million in annual sales. In the country, it recently marked $2 billion of cumulative loan originations and $1 billion of loans under management.

Source. FinSMEs, August 28, 2019

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This post was brought to you by Woewoda Communications, your partner in the venture capital, private equity and startup markets; offering strategic communications, public relations & investor relation services to Canadian VCs, PEs, Angels, Endowments/Trusts, Family Offices, and Canadian startups involved in ICT, IoT, blockchain, life sciences, healthcare, agribusiness, clean energy, fintech, AI and robotics.

Are you a Canadian GP/LP/CI or a Canadian startup that needs to grow or scale? Give us a call! One of our representatives would love to explain how we vertically design, and then systematically layer each of our communication platforms to effectively reach niche target audiences for our clients. WC offers a unique synergistic approach to effectively communicate our client's message to their target audience.

Serving Vancouver, Montreal, Toronto, Waterloo, Ottawa and Halifax.