Wealthfront Company Presentation
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Wealthfront is an automated investment management company that provides passive investing and portfolio management services with an annual advisory fee of 0.25%. The company was founded in 2008 as kaChing and later rebranded as Wealthfront in 2011. It currently has over $21 billion in assets under management and offers products like PassivePlus Investing, a Portfolio Line of Credit, and a high yield Cash Account. Wealthfront competes with similar robo-advisors like Betterment and also targets customers who want affordable investment options without meeting a financial advisor in person.
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The document provides information on integrating financial statements for startups. It discusses the importance of having accurate income statements, balance sheets, and cash flow statements to understand business profitability, stability, and liquidity. Common mistakes made by startups are listed, such as not understanding revenue drivers or underestimating costs. Recommendations are given for financial statement formats and assumptions. Sample financial statements including income statements, balance sheets, and cash flow statements are presented for a fictional startup called EZ Vein over a five year period.
Company Presentation (Stripe)
Stripe is a financial technology company that provides payment processing software and services to online businesses. It was founded in 2010 and has grown rapidly, reaching a $35 billion valuation in 2019. Stripe offers developers an easy-to-integrate payments platform and charges transparent fees of 2.9% + $0.30 per credit card transaction and 0.8% for ACH payments. The company aims to make payments frictionless for businesses and has expanded into new products and international markets.
Cornell: Random Hacks of Kindness: Ithaca Choice Demo
The Ithaca Voice newspaper is looking to generate additional revenue beyond advertisements. They propose a new feature called "The Ithaca Choice" which would display local business deals and discounts on an online calendar. Businesses would pay a fee to post their promotions, and consumers could sign up to receive discount coupons via email. A survey found over 80% of consumers use online coupons and over 50% would be open to expanding coupon use through local media sites. Financial projections estimate the feature could generate over $4,700 in additional monthly revenue by December.
Valuation from the Perspective of an Angel With Kevin Learned
Respected angel investor Kevin Learned spoke to Trailhead members about how angel investors view valuation. This is some of what we learned…
- There is no single way to value a company
- Angel investments are synonymous with buying a risky security, but with angel investing, there are no comparables in the market
- A lower startup valuation increases the potential for angel returns
- 90% of angel investor returns come from just 10% of investments, with 50% of all investments being written off as losses
- Angel investors are looking for a return over 10 times their initial investment
- Angel investors expect their stake in a company to be diluted by 50%
- Every angel investment must have home run potential
- Angel investors want entrepreneurs raising capital to define a market opportunity using statistics, such as annual sales revenue.
- Shoot for a market opportunity over $100 million dollars
- On average, private companies are bought out by public companies for $15 million dollars. This is a reasonable figure to keep in mind if you are pitching to an angel
- When valuing a startup, angel investors take into account a venture's management, potential market opportunity, product or service, sales channel, and current business stage
Valuation from the Perspective of an Angel With Kevin Learned
- Valuation of early stage businesses is difficult due to lack of comparables and transparency.
- Angel investors typically see median returns of 0% but average returns of 20% due to most returns coming from 10% of investments.
- Lower valuations may increase potential returns for angels but there is little data on what valuations should be or if valuation impacts returns.
- Reasonable to determine valuation by considering what exit value is needed for investors to achieve desired returns given assumptions about investment amount, dilution, and exit share.
The Greek Finance Network at Open Coffee #99
Η Παρουσίαση των: Θάλεια Μισαηλίδου, Αλεξία Παναγοπούλου, Elsa Sahnas, Γιάννη Τσακατάνη και Ελίνας Τσαδάρη απο το Greek Finance Network στο Open Coffee #99
Mezzanine Finance for Independents: How to Keep Your Project Moving by Tom Ba...
Five States Energy Capital provides mezzanine financing to independent oil and gas companies for projects like development drilling, acquisitions, and infrastructure. Mezzanine financing falls between senior secured debt and equity in the capital structure. It has a higher interest rate than senior debt but is senior to equity and allows companies to take on more leverage. Case studies discussed include an $85 million mezzanine deal for Bakken development and a $60 million pipeline construction project financed with $17.5 million in equity and mezzanine financing. Mezzanine can be a good fit for companies focused on growth through acquisition and development, especially when there is existing production to secure the debt.
Funding options For Growing Technology Compaines
BJ Lackland is the CEO of Lighter Capital, which provides revenue-based financing for technology companies. Lighter Capital has financed over 100 companies, mostly SaaS, with funding amounts between $50k-$1M. Revenue-based financing works like a royalty agreement where companies make monthly payments based on a percentage of their revenue until a fixed amount is paid. This fits well with SaaS companies. Lighter Capital can help companies access the AWS Activate program which provides cloud credits, training and support.
Startup Fundraising 101 by Tom Kuegler
This document provides an overview of startup fundraising options, including non-equity financing methods like bootstrapping and debt financing as well as equity financing sources like angels, venture capital, and strategic investors. It discusses when each method is appropriate, how venture capital firms generate returns, what motivates angel investors, and some key terms involved in equity financings. The main points are that bootstrapping allows founders to retain more control while outside equity introduces new goals, and raising the right amount of money from aligned investors at the right time is important for startup success.
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[PreMoney MENA 2015] Commerce Ventures >> Dan Rosen, "THE NEXT GREAT DISRUPTO...
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Go Big or Get Rich: Liquidity Alternatives at $3M+ ARR with Turn/River Capital
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Session 03. [alots business group] 박한진 대표 startup entry silicon valley (1)
Session 03. [alots business group] 박한진 대표 startup entry silicon valley (1)
Cornell: Random Hacks of Kindness: Ithaca Choice Demo
Cornell: Random Hacks of Kindness: Ithaca Choice Demo
Valuation from the Perspective of an Angel With Kevin Learned
Valuation from the Perspective of an Angel With Kevin Learned
Valuation from the Perspective of an Angel With Kevin Learned
Valuation from the Perspective of an Angel With Kevin Learned
Mezzanine Finance for Independents: How to Keep Your Project Moving by Tom Ba...
Mezzanine Finance for Independents: How to Keep Your Project Moving by Tom Ba...
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Digital Marketing Trends in 2024 | Guide for Staying Ahead
https://www.wask.co/ebooks/digital-marketing-trends-in-2024
Feeling lost in the digital marketing whirlwind of 2024? Technology is changing, consumer habits are evolving, and staying ahead of the curve feels like a never-ending pursuit. This e-book is your compass. Dive into actionable insights to handle the complexities of modern marketing. From hyper-personalization to the power of user-generated content, learn how to build long-term relationships with your audience and unlock the secrets to success in the ever-shifting digital landscape.
GNSS spoofing via SDR (Criptored Talks 2024)
In the realm of cybersecurity, offensive security practices act as a critical shield. By simulating real-world attacks in a controlled environment, these techniques expose vulnerabilities before malicious actors can exploit them. This proactive approach allows manufacturers to identify and fix weaknesses, significantly enhancing system security.
This presentation delves into the development of a system designed to mimic Galileo's Open Service signal using software-defined radio (SDR) technology. We'll begin with a foundational overview of both Global Navigation Satellite Systems (GNSS) and the intricacies of digital signal processing.
The presentation culminates in a live demonstration. We'll showcase the manipulation of Galileo's Open Service pilot signal, simulating an attack on various software and hardware systems. This practical demonstration serves to highlight the potential consequences of unaddressed vulnerabilities, emphasizing the importance of offensive security practices in safeguarding critical infrastructure.
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Dandelion Hashtable: beyond billion requests per second on a commodity server
This slide deck presents DLHT, a concurrent in-memory hashtable. Despite efforts to optimize hashtables, that go as far as sacrificing core functionality, state-of-the-art designs still incur multiple memory accesses per request and block request processing in three cases. First, most hashtables block while waiting for data to be retrieved from memory. Second, open-addressing designs, which represent the current state-of-the-art, either cannot free index slots on deletes or must block all requests to do so. Third, index resizes block every request until all objects are copied to the new index. Defying folklore wisdom, DLHT forgoes open-addressing and adopts a fully-featured and memory-aware closed-addressing design based on bounded cache-line-chaining. This design offers lock-free index operations and deletes that free slots instantly, (2) completes most requests with a single memory access, (3) utilizes software prefetching to hide memory latencies, and (4) employs a novel non-blocking and parallel resizing. In a commodity server and a memory-resident workload, DLHT surpasses 1.6B requests per second and provides 3.5x (12x) the throughput of the state-of-the-art closed-addressing (open-addressing) resizable hashtable on Gets (Deletes).
Skybuffer SAM4U tool for SAP license adoption
Manage and optimize your license adoption and consumption with SAM4U, an SAP free customer software asset management tool.
SAM4U, an SAP complimentary software asset management tool for customers, delivers a detailed and well-structured overview of license inventory and usage with a user-friendly interface. We offer a hosted, cost-effective, and performance-optimized SAM4U setup in the Skybuffer Cloud environment. You retain ownership of the system and data, while we manage the ABAP 7.58 infrastructure, ensuring fixed Total Cost of Ownership (TCO) and exceptional services through the SAP Fiori interface.
Main news related to the CCS TSI 2023 (2023/1695)
An English 🇬🇧 translation of a presentation to the speech I gave about the main changes brought by CCS TSI 2023 at the biggest Czech conference on Communications and signalling systems on Railways, which was held in Clarion Hotel Olomouc from 7th to 9th November 2023 (konferenceszt.cz). Attended by around 500 participants and 200 on-line followers.
The original Czech 🇨🇿 version of the presentation can be found here: https://www.slideshare.net/slideshow/hlavni-novinky-souvisejici-s-ccs-tsi-2023-2023-1695/269688092 .
The videorecording (in Czech) from the presentation is available here: https://youtu.be/WzjJWm4IyPk?si=SImb06tuXGb30BEH .
SAP S/4 HANA sourcing and procurement to Public cloud
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We believe integration and automation are essential to user experience and the promise of efficient work through technology. Automation is the critical ingredient to realizing that full vision. We develop integration products and services for Bonterra Case Management software to support the deployment of automations for a variety of use cases.
This video focuses on integration of Salesforce with Bonterra Impact Management.
Interested in deploying an integration with Salesforce for Bonterra Impact Management? Contact us at sales@sidekicksolutionsllc.com to discuss next steps.
Choosing The Best AWS Service For Your Website + API.pptx
Have you ever been confused by the myriad of choices offered by AWS for hosting a website or an API?
Lambda, Elastic Beanstalk, Lightsail, Amplify, S3 (and more!) can each host websites + APIs. But which one should we choose?
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Join me in this session as we dive into each AWS hosting service to determine which one is best for your scenario and explain why!
Trusted Execution Environment for Decentralized Process Mining
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Generating privacy-protected synthetic data using Secludy and Milvus
During this demo, the founders of Secludy will demonstrate how their system utilizes Milvus to store and manipulate embeddings for generating privacy-protected synthetic data. Their approach not only maintains the confidentiality of the original data but also enhances the utility and scalability of LLMs under privacy constraints. Attendees, including machine learning engineers, data scientists, and data managers, will witness first-hand how Secludy's integration with Milvus empowers organizations to harness the power of LLMs securely and efficiently.
HCL Notes und Domino Lizenzkostenreduzierung in der Welt von DLAU
Webinar Recording: https://www.panagenda.com/webinars/hcl-notes-und-domino-lizenzkostenreduzierung-in-der-welt-von-dlau/
DLAU und die Lizenzen nach dem CCB- und CCX-Modell sind für viele in der HCL-Community seit letztem Jahr ein heißes Thema. Als Notes- oder Domino-Kunde haben Sie vielleicht mit unerwartet hohen Benutzerzahlen und Lizenzgebühren zu kämpfen. Sie fragen sich vielleicht, wie diese neue Art der Lizenzierung funktioniert und welchen Nutzen sie Ihnen bringt. Vor allem wollen Sie sicherlich Ihr Budget einhalten und Kosten sparen, wo immer möglich. Das verstehen wir und wir möchten Ihnen dabei helfen!
Wir erklären Ihnen, wie Sie häufige Konfigurationsprobleme lösen können, die dazu führen können, dass mehr Benutzer gezählt werden als nötig, und wie Sie überflüssige oder ungenutzte Konten identifizieren und entfernen können, um Geld zu sparen. Es gibt auch einige Ansätze, die zu unnötigen Ausgaben führen können, z. B. wenn ein Personendokument anstelle eines Mail-Ins für geteilte Mailboxen verwendet wird. Wir zeigen Ihnen solche Fälle und deren Lösungen. Und natürlich erklären wir Ihnen das neue Lizenzmodell.
Nehmen Sie an diesem Webinar teil, bei dem HCL-Ambassador Marc Thomas und Gastredner Franz Walder Ihnen diese neue Welt näherbringen. Es vermittelt Ihnen die Tools und das Know-how, um den Überblick zu bewahren. Sie werden in der Lage sein, Ihre Kosten durch eine optimierte Domino-Konfiguration zu reduzieren und auch in Zukunft gering zu halten.
Diese Themen werden behandelt
- Reduzierung der Lizenzkosten durch Auffinden und Beheben von Fehlkonfigurationen und überflüssigen Konten
- Wie funktionieren CCB- und CCX-Lizenzen wirklich?
- Verstehen des DLAU-Tools und wie man es am besten nutzt
- Tipps für häufige Problembereiche, wie z. B. Team-Postfächer, Funktions-/Testbenutzer usw.
- Praxisbeispiele und Best Practices zum sofortigen Umsetzen
Freshworks Rethinks NoSQL for Rapid Scaling & Cost-Efficiency
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Monitoring and Managing Anomaly Detection on OpenShift.pdf
Monitoring and Managing Anomaly Detection on OpenShift
Overview
Dive into the world of anomaly detection on edge devices with our comprehensive hands-on tutorial. This SlideShare presentation will guide you through the entire process, from data collection and model training to edge deployment and real-time monitoring. Perfect for those looking to implement robust anomaly detection systems on resource-constrained IoT/edge devices.
Key Topics Covered
1. Introduction to Anomaly Detection
- Understand the fundamentals of anomaly detection and its importance in identifying unusual behavior or failures in systems.
2. Understanding Edge (IoT)
- Learn about edge computing and IoT, and how they enable real-time data processing and decision-making at the source.
3. What is ArgoCD?
- Discover ArgoCD, a declarative, GitOps continuous delivery tool for Kubernetes, and its role in deploying applications on edge devices.
4. Deployment Using ArgoCD for Edge Devices
- Step-by-step guide on deploying anomaly detection models on edge devices using ArgoCD.
5. Introduction to Apache Kafka and S3
- Explore Apache Kafka for real-time data streaming and Amazon S3 for scalable storage solutions.
6. Viewing Kafka Messages in the Data Lake
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7. What is Prometheus?
- Get to know Prometheus, an open-source monitoring and alerting toolkit, and its application in monitoring edge devices.
8. Monitoring Application Metrics with Prometheus
- Detailed instructions on setting up Prometheus to monitor the performance and health of your anomaly detection system.
9. What is Camel K?
- Introduction to Camel K, a lightweight integration framework built on Apache Camel, designed for Kubernetes.
10. Configuring Camel K Integrations for Data Pipelines
- Learn how to configure Camel K for seamless data pipeline integrations in your anomaly detection workflow.
11. What is a Jupyter Notebook?
- Overview of Jupyter Notebooks, an open-source web application for creating and sharing documents with live code, equations, visualizations, and narrative text.
12. Jupyter Notebooks with Code Examples
- Hands-on examples and code snippets in Jupyter Notebooks to help you implement and test anomaly detection models.
Best 20 SEO Techniques To Improve Website Visibility In SERP
Boost your website's visibility with proven SEO techniques! Our latest blog dives into essential strategies to enhance your online presence, increase traffic, and rank higher on search engines. From keyword optimization to quality content creation, learn how to make your site stand out in the crowded digital landscape. Discover actionable tips and expert insights to elevate your SEO game.
Taking AI to the Next Level in Manufacturing.pdf
Read Taking AI to the Next Level in Manufacturing to gain insights on AI adoption in the manufacturing industry, such as:
1. How quickly AI is being implemented in manufacturing.
2. Which barriers stand in the way of AI adoption.
3. How data quality and governance form the backbone of AI.
4. Organizational processes and structures that may inhibit effective AI adoption.
6. Ideas and approaches to help build your organization's AI strategy.
System Design Case Study: Building a Scalable E-Commerce Platform - Hiike
This case study explores designing a scalable e-commerce platform, covering key requirements, system components, and best practices.
Astute Business Solutions | Oracle Cloud Partner |
Your goto partner for Oracle Cloud, PeopleSoft, E-Business Suite, and Ellucian Banner. We are a firm specialized in managed services and consulting.
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Wealthfront Company Presentation
- 1. W E A L T H F R O N T Bailey Stein (BASTEIN)
- 2. Amanda • Young professional • Wants to optimize her finances • Doesn’t want to meet with a financial advisor
- 3. Products • PassivePlus Investing • Portfolio Line of Credit • Cash Account
- 6. History • Andy Rachleff (left) • Chief Executive Officer • Dan Carroll (right) • Chief Strategy Officer
- 7. History Late 2008 Founded as kaChing Late 2011 Rename to Wealthfront Early 2014 – Late 2016 Adam Nash is CEO Late 2018 Path becomes free Early 2019 Cash account launched
- 8. What’s HOT
- 10. Competition Wealthfront Betterment Vanguard Assets Under Management $21 billion $18 billion $140 billion in robo advising, $5.6 trillion total Minimum Deposit $500 $0 $50,000 Cost 0.25% 0.25% - 0.40% 0.30% + Transaction Fees Portfolio Designer Automated Automated (0.25% Digital) CFPs (0.40% PLUS) CFPs Cash Account 1.82% APY Cash Reserve (1.85% APY) Checking (coming soon) N/A Cash Account Debit Card Coming soon Coming soon, but only for Checking account N/A
- 11. Prediction