Vibhav Viswanathan’s Post

In this edition of The Product Roadmap we jump into #fintech and talk to Jatin Bhatia, SVP at smallcase, about building a trailblazer thematic investing product in India. Here are some highlights: 👉 smallcase vs Mutual Funds: While both offer diversified portfolios, Smallcases allow for real-time portfolio transparency and customization. smallcases also allow you to create exposure to a trend that is early in its lifetime - for example 'electric mobility' 👉Simplicity as a Core Principle: The product makes sure that it gives you a sense of the simplicity of investing in smallcases on the landing page - which means giving you access to a lot of information about the smallcase - manager, perfomance, factsheet and more 👉Customer Education: smallcase prioritizes user education, for example, the "All Weather Investing" smallcase clearly explains its multi-asset allocation strategy, breaking down the portfolio into equity, cash, and gold. 👉Tickertape: Was built out to give access to data for both beginner and mature investors in a significantly better UX. "It's a very common misconception that only day traders care about data" says Jatin 👉Key Principles: It's important to stick to your principles even if you aren't able to see 'growth'. One thing smallcase focuses on is building an 'open ecosystem' like with their gateway product. cc Vibhav Viswanathan

🌟 Transform Your Funding Journey with PGM Finance LLC! 🌟 In today's digital-first world, the first impression investors get of your company often comes from your data room. At PGM Finance, we understand that a robust and meticulously organized data room can be the pivotal difference between securing funding and having to bootstrap your way through. 🔹 Why Partner with Us? - Data Room Mastery: We don’t just organize your financials; we transform them into a compelling story that captures investor interest. Our strategic approach ensures that your data room reflects the excellence and potential of your business. - Client-Centric Solutions: From 3-way financial projections to detailed market analysis, to compelling pitch-decks, our services are designed to make fundraising a breeze. 🚀 Ready to take your startup to the next level? Don’t let a disorganized data room hold you back. PGM Finance is here to ensure your data room is as innovative as your business idea. 📈 Connect with us to discover how we can help your business attract the right investors and unlock new growth opportunities! 🔗 Visit our website www.pgmfinance.com to learn more about our services and how we can be part of your success story. #FinanceConsulting #StartupGrowth #BusinessStrategy #InvestmentReady #DataRoomExcellence #PGMFinance

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Money does more than just settle accounts; it's the catalyst that fuels dreams, empowers ambitions, and drives innovation forward. For startup businesses looking to transform vision into reality, Nextup Financial Services offers the funding solutions necessary to navigate the journey to success. With Nextup Financial Services, you get: 🌟 Quick & easy funding 💼 Tailored financial solutions 🤝 Supportive team ready to guide you Let's make your business dream come true together! Check us out at https://lnkd.in/eeDUH-Y6 and start your journey to success. 👉 Follow us for tips and inspiration on growing your business! hashtag #MakeItHappen #BusinessDreams #FundingSimplified #Nextupfinancialservices

Money does more than just settle accounts; it's the catalyst that fuels dreams, empowers ambitions, and drives innovation forward. For startup businesses looking to transform vision into reality, Nextup Financial Services offers the funding solutions necessary to navigate the journey to success. With Nextup Financial Services, you get: 🌟 Quick & easy funding 💼 Tailored financial solutions 🤝 Supportive team ready to guide you Let's make your business dream come true together! Check us out at https://lnkd.in/eeDUH-Y6 and start your journey to success. 👉 Follow us for tips and inspiration on growing your business! hashtag #MakeItHappen #BusinessDreams #FundingSimplified #Nextupfinancialservices

Pre-Money Valuation: How To Calculate It Pre-money valuation is essential for startups seeking investment. Here’s a breakdown of key concepts: 1) Valuation Basics: Pre-money valuation is the value of a company before receiving external funding. It’s the foundation for calculating ownership percentages after investment. 2) Importance of Ownership Percentage: To calculate pre-money, determine the ownership percentage offered in exchange for investment. This helps investors gauge the initial company value. 3) Two Methods of Calculation: -Shares Outstanding: Uses the number of shares and the price per share to estimate pre-money. -Percentage of Ownership: Uses the investment amount and the percentage of the company being sold to determine pre-money. 4) Why It Matters: Pre-money valuation sets expectations for both founders and investors, impacting equity distribution and future dilution. ----- Follow All Chance Hub to learn from more innovative insights

𝑯𝒆𝒚, 𝒊𝒕’𝒔 𝑫𝒆𝒄𝒆𝒎𝒃𝒆𝒓—𝒕𝒉𝒆 𝒇𝒊𝒏𝒂𝒍 𝒎𝒐𝒏𝒕𝒉 𝒐𝒇 𝒕𝒉𝒆 𝒚𝒆𝒂𝒓! 𝑩𝒖𝒕 𝒈𝒖𝒆𝒔𝒔 𝒘𝒉𝒂𝒕? 𝑰𝒕’𝒔 𝒏𝒆𝒗𝒆𝒓 𝒕𝒐𝒐 𝒍𝒂𝒕𝒆 𝒕𝒐 𝒔𝒕𝒂𝒓𝒕 𝒘𝒐𝒓𝒌𝒊𝒏𝒈 𝒐𝒏 𝒚𝒐𝒖𝒓 𝒅𝒓𝒆𝒂𝒎𝒔🌟 𝐇𝐚𝐯𝐞 𝐲𝐨𝐮 𝐛𝐞𝐞𝐧 𝐡𝐨𝐥𝐝𝐢𝐧𝐠 𝐨𝐧𝐭𝐨 𝐭𝐡𝐚𝐭 𝐚𝐦𝐚𝐳𝐢𝐧𝐠 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐢𝐝𝐞𝐚? You might think the timing isn’t right, but think again! The year may be ending, but opportunities don’t wait for calendars. At Kiotac Technologies, we believe every great idea deserves a chance—and there’s no better time to begin than now. 𝐖𝐡𝐲 𝐰𝐚𝐢𝐭 𝐟𝐨𝐫 𝐉𝐚𝐧𝐮𝐚𝐫𝐲 𝐰𝐡𝐞𝐧 𝐲𝐨𝐮 𝐜𝐚𝐧 𝐬𝐭𝐚𝐫𝐭 𝐛𝐮𝐢𝐥𝐝𝐢𝐧𝐠 𝐲𝐨𝐮𝐫 𝐟𝐮𝐭𝐮𝐫𝐞 𝐭𝐨𝐝𝐚𝐲? 🚀 We specialize in turning ideas into powerful, scalable solutions. Whether you’re looking for: A sleek mobile app to reach your audience on the go A dynamic website to showcase your brand Or a custom software solution tailored to your business needs Our team is ready to help you bring your vision to life. Even if it’s the year-end, let’s make your 2024 start strong! Let’s start your journey today! Together, we’ll build something extraordinary that stands the test of time. Reach out now to discuss your ideas and plans: 🌐 https://www.kiotac.com/ 📧 [email protected] #KIOTAC TECHNOLOGIES #December2024 #Startups #Entrepreneurship #StartupGrowth #GrowthMindSet #Positivity #WorkPlace #Collaborations #MindSetMatters #Wellbeing #OurServices #Business #ItSolutions #InnovationInAction #TechInnovation #SoftwareSolutions #DigitalTransformation #TechTrends #CodeLife #FutureOfTech #SoftwareDevelopment #TechCommunity #SoftwareEngineering #NextGenTech #ITSolutions #TechEvolution #ProgrammingLife #Pudukkotai

The Great Wealth Transfer?  30% of global wealth expected to change hands by 2030 🌍 By 2030, it's anticipated that around 30% of global wealth will be transferred to the next generation. This monumental shift is set to transform the wealth management landscape, increasing the demand for sustainable investments. DoLand Pro is poised to meet these evolving needs with advanced solutions that offer both investment advice and impact reporting. #What is DoLand Pro? DoLand Pro is a pioneering digital investment platform designed to serve the next generation of wealth managers and banks throughout Europe. Our SaaS solution combines advanced technology with personalized investment advice, integrating impact and sustainability into every investment opportunity. Our platform empowers financial advisors and institutions with innovative solutions that seamlessly integrate investment advice and impact reporting. #Why DoLand Pro? The financial landscape is shifting. Investors are no longer satisfied with mere financial returns; they seek investments that align with their values and contribute to a sustainable future. The new EU taxonomy for sustainability and MiFID regulations underscore the importance of incorporating sustainability preferences in investment advice. This is where DoLand Pro shines. Our platform addresses these regulatory requirements head-on, enabling advisors to offer customers sustainable investment opportunities without compromising on performance. #How DoLand Pro Works Tailored Investment Strategies: DoLand Pro enables financial advisors to provide investment strategies that resonate with their customers values. Our platform offers comprehensive analytics and insights, simplifying the decision-making process and enhancing customer satisfaction. Personalized Customer Experience: Ultimately, the end customers benefit the most. They receive personalized investment advice that not only aims for financial growth but also contributes to positive social and environmental impact. Integration with Banking Systems: Banks can integrate DoLand Pro to offer sustainable investment options, ensuring they meet regulatory standards and cater to the growing demand for responsible investing. To further enhance our platform and expand our impact, we are forging strategic partnerships with key players in the industry. These collaborations will bring additional resources and expertise, helping us to continuously innovate and meet the evolving needs of our users. Are you interested in learning more? Or curious if DoLand Pro could be a strategic partner for you? Please reach out to Lisbeth Chawes Visit us at: www.dolandpro.com #WealthManagement #SustainableInvesting #DigitalTransformation #EURegulations #DoLandPro Team DoLand Jakob, Magnus, Laufey, Lorenzo, Nikoline & Lisbeth.

SAFEs vs. Convertible Notes vs. Priced Equity Choosing the right financing method is crucial for startups transitioning from bootstrapping to seeking external investment. Dror Futter from Rimon PC breaks down the key instruments and their implications: Key Takeaways: 1) SAFEs (Simple Agreement for Future Equity): -Founder-Friendly: Quick, low-cost, but minimal investor control. -Key Terms: Discount, Conversion Cap, Pro-Rata Rights. 2) Convertible Notes: -Flexible: Converts into equity upon the next funding round. -Key Terms: Discount, Interest Rate, Maturity Date, Conversion Cap. 3) Priced Equity: -Clear Valuation: Establishes company value upfront. -Key Documents: Stock Purchase Agreement, Certificate of Incorporation, Investor Rights Agreement. PS. check out 🔔 for a winning pitch deck the template created by Silicon Valley legend, Peter Thiel https://lnkd.in/ejp-Bhnu

Mastering Financial Plans: Tips for Attracting Investors Learn how to create effective financial plans, including balance sheets and profit & loss statements. Discover essential strategies to impress investors and boost your chances of securing funding for your technology or software startup. Get ready to attract the right investors! #FinancialPlanning #InvestorTips #StartupFunding #ProfitAndLoss #FinancialStatements #BusinessGrowth #TechInvestors #InvestmentStrategies #BalanceSheet #StartupSuccess