Nerd's Eye View

OCTOBER 7, 2024

This month's edition kicks off with the news that digital estate planning platform Wealth.com has raised a whopping $30 million in Series A funding, following on the heels of Vanilla's follow-on $20M capital round just a few months ago – which on the one hand reflects the anticipated enthusiasm for solutions that can help advisors efficiently (..)

Clients 230

Clients B2B Estate Planning Planning 230

Steve Sanduski

JULY 20, 2022

” Step one in Andy’s design process is interviewing an advisory firm’s key stakeholders to understand who’s on your team, what your client niche looks like, and perhaps most importantly, why your visitors decide to start working with an advisor. Build around your “moment of truth.” Clear the info hurdle.

B2B 52

B2B B2C Wealth Advisor Media 52

Steve Sanduski

JANUARY 20, 2023

I talked to Michael about the opportunity in private equity and how he and his team analyze and invest in the B2B software market. ” Drilling down specifically into the B2B software space, Michael estimates that by 2025 the market will expand to more than 100,000 companies, 97% of which will be private. .

B2B 52

B2B Investing Investments Media 52

Trade Brains

AUGUST 26, 2024

It uses an asset-light model, owning only 5.81% of its fleet. ECOS’s business model focuses on B2B services. For CCR, it serves corporate clients while end-users are employees or guests. The cab segment includes corporate (B2B) and retail (B2C) categories, offering various services like employee transportation and car rentals.

Transportation 52

Transportation B2B B2C Assets 52

Trade Brains

SEPTEMBER 15, 2023

The clientele of the company includes both B2B and B2C customers, allowing it to target India’s most frequent and high-spending travellers, namely educated urban consumers. The company currently has more than 813 corporate clients and over 49,800 registered small and medium-sized enterprise customers as of fiscal year 2023.

B2C 59

B2C B2B Engineering Distribution 59

Trade Brains

FEBRUARY 28, 2024

Let us look at what form of intangible assets/platforms are they developing and what potential these assets have. Top AI Stocks with High FII Holdings #1 – Coforge Coforge is a leader in product engineering, that designs, consults, operates, and modernizes client systems across the world. Stock P/E (TTM) 53.39 809 Cr in FY22.

Engineering 100

Engineering Government B2B Clients 100

Trade Brains

OCTOBER 9, 2022

The company runs on an asset-light business model and operates a Software as a Service (“SaaS”)- a based platform called Tracxn. The company was founded in 2013 and today it is among the top five players globally in terms of the number of companies profiled offering data on private market companies across sectors and geographies.

B2B 52

B2B Numbers Marketing Marketing 52