Revenue & Growth

Showing 25-32 of 128 results

AI Investment Primer: A Practical Guide to Appraising Artificial Intelligence Dealflow (Part II)

by Carolyn Deng, CFA

In part I of this two-part series, Toptal Finance Expert Carolyn Deng provided an overview of the world of AI aimed at investors, with a focus on understanding what factors make for a great AI company. In this follow-up post, she outlines five practical steps investors should follow when diligencing a potential AI investment.

11 minute readContinue Reading

Getting to the Greeks: The Comprehensive Guide to Option Pricing

by Nathan Krishnan S

Stock options are widely used in public and private markets, both as malleable trading tools and for employee compensation. Yet many do not understand the components behind how they are priced. This guide discusses what drives the behavior of call and put options and how they can be deployed within portfolio management.

15 minute readContinue Reading

AI Investment Primer: Laying the Groundwork (Part I)

by Carolyn Deng, CFA

Over the last few years, the world has witnessed an explosion of interest surrounding Artificial Intelligence. Nevertheless, there still exists a significant gap in understanding and knowledge about AI applications, particularly amongst the investor community. This article, the first of a two-part series on the topic, is a collection of thoughts and advice by Toptal Finance Expert Carolyn Deng, based on her experience having founded an AI startup as well as having worked as VC Investor.

11 minute readContinue Reading

Exploring Excel's Get & Transform Functionality

by Ellen Su

Hidden in Excel and Power BI is a powerful data analysis pack named Get and Transform (previously known as Power Query). It is an ETL pack for cleaning and sorting raw data from a range of input sources, such as CSV and text files. This tutorial demonstrates how Get & Transform can help the data analyst both save time and uncover more insight.

10 minute readContinue Reading

Representations and Warranty Insurance: An M&A Tool Every Seller Should Know About

by Javier Enrile

Relatively unknown until recently, representation and warranty insurance is an interesting—and often extremely effective—tool for helping M&A deals cross the finishing line. By shifting the financial risk for breaches of representation and warranties to an insurance firm, these arrangements can enable sellers to receive all the purchase price proceeds at closing as opposed to being exposed to liquidity risk post deal close.

16 minute readContinue Reading

How to Build a Budget that Lasts the Full Year

by Erik Warren

Budgeting can be a drawn-out process, yet oftentimes once the year starts and results diverge, they become forgotten. Instead of budgeting just with qualitative methods, managers should combine them with quantitative tools. Comparing regressed historic trends with future expectations can be more accurate and ultimately ensure the budget survives the year.

14 minute readContinue Reading

Business Plan Consultants: Who They Are And How they Create Value

by Josh Chapman

Due in part to the unceremonial nature of its title, the value-creation potential of business plan consultants is often misunderstood and underappreciated. Questions such as, "What do they do that I can’t?", "Why do they cost so much?” and, "Don’t you think we can handle this ourselves?", all too often haunt their practice. Having prolifically added value to 25+ clients across a range of industries, sizes, and mandates, Toptal Finance Expert, Josh Chapman, sheds light on the full scope of business plan consulting. What it is to be a great business plan consultant, how they create value, and what skills, attributes and experiences constitute the greats vs. the pretenders.

11 minute readContinue Reading

Working Capital Optimization: Practical Tips from a Pro

by Emilio Labrador

A decidedly less sexy, albeit critical, part of a CFO’s job description is working capital management and optimization. There are countless examples of companies that are forced to incur unnecessary debt and other financial obligations to meet their short-term financing needs, when in fact ample cash is sitting idly stuck in working capital. But working capital optimization is hard to get right and often requires significant cross-functional efforts to execute effectively. In this article, Toptal Finance Expert Emilio Labrador draws on 25 years of professional experience across multiple industries to outline some of his main suggestions and approaches on how to tackle working capital management projects.

13 minute readContinue Reading

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