BUSINESS STRATEGY

Bookkeeper360 to Help Small Businesses Grow Effectively Launches AI-Powered Marketplace and Brex Integration.

Brex | July 29, 2021

Bookkeeper360 announced the launch new Bookkeeper360 App Marketplace and Brex Integration. It's a brand-new AI-powered marketplace aimed at assisting small business owners in gaining access to a variety of financial and technology solutions, such as banking, business services, and payroll that Bookkeeper 360 and their customers already trust.

The Bookkeeper360 software analyses billions of dollars in transactions each year to help small business clients identify cash flow trends and provide cost-effective recommendations. Customers will be notified if they are qualified for a Brex card, and they will be able to begin the application process with just one click from within the Bookkeeper360 App.

Bookkeeper360 now integrates with Quickbooks Online, Xero, and Gusto Payroll in addition to Brex, with more integrations and services on the way. Users of the app have on-demand access to a staff of bookkeepers, CPAs, and seasoned advisors who can help with bookkeeping, back office, payroll, and business advising issues.

About Bookkeeper360
Bookkeeper 360, is a fintech accounting solution for small businesses. Bookkeeper360's product solutions include SaaS business intelligence tools as well as tech-enabled accounting, advising, back-office, payroll, and tax services offered by a team of CPAs and accounting specialists based entirely in the United States.

About Brex
With deposits, bill pay, credit cards, incentives, and spend management software all in one spot, Brex makes it simple to set up your entire business account the right way. With no personal guarantee, open an account online and receive an account number, routing number, and credit cards quickly upon acceptance. Sending checks, ACH, and transfers, even worldwide, is free with Brex. With your Brex card, you can earn cash back on every dollar you spend and start building business credit right away. Brex is all-in-one finance since it brings together your credit, cash, and controls in one spot.

Spotlight

Almost every employee in every company collaborates and communicates every day. In the past, most businesses relied primarily on email, phone systems and sticky notes to do this, but today’s technology provides us digital solutions that enable us to work anytime, anywhere.


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FINANCE

Voya announces recipients of new Black-owned small business grants

Voya Financial | February 25, 2022

Voya Financial, Inc., announced today, the launch of a new grant program to aid small businesses owned by individuals from underrepresented communities. The five recipients, all Black-owned, technology-based businesses, will each be awarded $10,000 to help them grow and thrive. “This inaugural grant program reflects our mission to make a secure financial future possible for everyone. Several of these startups are women-owned, all are Black-owned, and each one demonstrates a commitment not just to success, but to a shared value with Voya giving back to the community,” said Braeden Mayrisch, associate vice president, Stakeholder Equity and Impact, and vice president, Voya Foundation. “We invest in Black and African American leaders, be they teachers, STEM professionals, or small businesses and nonprofit executives, and showcase aspirational careers to our nation’s children.” The grants are a program developed by the company’s Diversity, Equity and Inclusion (DEI) Task Force, undertaken in collaboration with the Association for Enterprise Opportunity (AEO), focused on supporting Black- and African American-owned businesses and positioning Black entrepreneurs as role models for youth. “AEO and our 2,600 members and partners are excited to support this vital work helping underserved entrepreneurs contribute to the economic growth of their families and communities. It is even more impactful that these grants are targeting an underrepresented field like technology.” Connie E. Evans, president and CEO of AEO The five grant recipients each of which offer technology-based products and solutions for different industries and are at various stages in their corporate development are: Imani Software, a technology service based in Pflugerville, Texas, that provides education administrators with early warning and intervention assistance for at-risk youth. LiftEd, located in Brooklyn, New York, this education technology service uses data and software tools to support special-education instructors, simplify success monitoring, and enhance lesson plans. Nailstry, an augmented reality beauty application based in Davie, Florida. Shared Knowledge, an education technology service that designs free smartphone apps to help with data analysis, training, and mental health in school systems, based in Sterling, Virginia. Total Analysis, is a Detroit-based technology company that uses a platform to streamline pathogen identification in the healthcare space. About Voya Financial® Voya Financial, Inc., is a leading health, wealth and investment company that provides products, solutions and technologies that help Americans become well planned, well invested and well protected. Serving the needs of 14.3 million individual, workplace and institutional clients, Voya is a Fortune 500 company that had $4.2 billion in revenue in 2021 and $739 billion in total assets under management and administration as of Dec. 31, 2021. Certified as a “Great Place to Work” by the Great Place to Work® Institute, Voya is purpose-driven and is equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. Voya has earned recognition as: one of the World’s Most Ethical Companies® by the Ethisphere Institute; a member of the Bloomberg Gender-Equality Index; and a “Best Place to Work for Disability Inclusion” on the Disability Equality Index. About Association for Enterprise Opportunity (AEO) AEO is the leading voice of innovation for microbusiness and microfinance. We create economic opportunity for underserved entrepreneurs throughout the United States. We engineer transformational change through Research, Incubation, Convening & Advocacy to foster a robust and inclusive marketplace.

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MARKETING AND NETWORKING

Emerald Holding, Inc. to Participate in the Sidoti Summer Small Cap Virtual Conference

Emerald Holding, Inc | June 14, 2022

Emerald Holding, Inc. (NYSE: EEX) (“Emerald” or the “Company”), announced that David Doft, Chief Financial Officer, is scheduled to participate in the Sidoti Summer Small Cap Virtual Conference. The Company will hold one-on-one investor meetings on Thursday, June 16, 2022, with a company presentation at 9:15 a.m. Eastern Time. Interested investors and other parties can access a live webcast of the presentation by visiting the Investors section of Emerald’s website at https://investor.emeraldx.com. An online replay will be available on the same website following the presentation. Management will also be available for one-on-one meetings with investors. About Emerald Emerald is a leader in building dynamic, market-driven business-to-business platforms that integrate live events with a broad array of industry insights, digital tools, and data-focused solutions to create uniquely rich experiences. As true partners, we at Emerald strive to build our customers’ businesses by creating opportunities that inspire, amaze, and deliver breakthrough results. With over 140 events each year, our teams are creators and connectors who are thoroughly immersed in the industries we serve and committed to supporting the communities in which we operate. For more information, please visit http://www.emeraldx.com.

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MARKETING AND NETWORKING

B12 launches multi-user functionality, making it easier for professional service providers to work with their teams

B12 | May 05, 2022

To help professional service providers more easily scale their businesses, B12 continues to enhance its online platform, introducing the ability for customers to add team members to their accounts. This evolution of B12's platform enables business owners to invite staff, contractors, and other collaborators to their account, allowing for easier delegation of tasks, centralized oversight of client interactions, and greater team efficiency. "Small business owners work for themselves – but that doesn't always mean they work by themselves, Business growth is such a huge goal for entrepreneurs, and with growth often comes team expansion. We wanted to make it as easy as possible for businesses to grow with B12, and that meant making it easy for owners to work with their teams on B12." -Nitesh Banta, Co-Founder and CEO of B12 B12's new team-based subscription packages provide small business owners with an easy-to-use, all-in-one platform to help them better attract, win, and serve clients online. Designed to meet the specific needs of business owners offering professional services, key features include: A custom-built professional website: An AI-powered website builder creates industry-specific drafts that are then tailored by expert copywriters and designers. The result is a professional-looking, fully optimized website that showcases each business's unique identity in under 30 days. Tools to win and engage clients: Business owners have access to on-site conversion banners, email marketing, client intake forms, and online scheduling, all within B12. Support for business operations: Back-office tasks are streamlined with embedded invoicing, contract management, and the ability to accept eSignatures and online payments. When team members are added in B12, they have access to many of these tools. Specific access is based on the permissions granted by the business owner, which can be changed or removed at any time. This flexibility means that as a business evolves, so can the size and capabilities of its team. "How businesses work is chang While small businesses have core staff, they also do project-based work. When speaking with business owners, we realized that their definition of team included both full-time employees and contractors that pulse in and out of projects. To support the varied needs of small businesses, it was important to make our team tools flexible and adaptable, with as few constraints for owners as responsibly possible." -Adam Marcus, B12's Co-Founder and CTO The launch of B12's new team capabilities comes in conjunction with the company's celebration of National Small Business Week, which runs from May 2nd - May 7th. B12 is honoring the resiliency, persistence, and creativity of entrepreneurs across the country with free online events, resources, and customer recognition. To view past and upcoming activities, visit www.b12.io/nsbw-online-events-2022. About B12 B12 is a web-based platform for professional service providers that helps them attract, win, and serve clients online. Within 30 days, B12 sets customers up with a website backed by powerful tools to help busy owners manage all aspects of winning and working with clients – including appointment scheduling, client intake, contact management, contracts and eSignatures, and online payments. B12 has worked with more than 150,000 businesses and is powered by technology built by the team's MIT-, and Berkeley-trained researchers. The company's open-source automation system called Orchestra pairs experts and AI to make tasks 15x more efficient than other platforms. B12 was founded in 2015 and has raised $28.1M from VCs and investors, including Breyer Capital, General Catalyst, SV Angel, and Tola Capital. Visit www.b12.io to learn more.

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FINANCE

HSBC and Overhaul Announce Venture Debt Financing to Fund Future Growth and Expansion Globally

Overhaul | March 25, 2022

Overhaul, the industry's first and only software-based, supply-chain visibility, integrity, and security solution for leading enterprises shipping freight globally, today announced that HSBC Bank USA has provided financing to support innovation and growth ambitions into new, global markets. As Overhaul continues to expand within the supply chain space, the company was drawn to HSBC's global reach and the launch of HSBC Ventures, a new US-based business that provides flexible capital to growth-oriented businesses, as well as those who are developing climate tech solutions and supporting a net-zero global economy. "HSBC has a proven track record in supporting today's wider fintech landscape, making them the perfect partner to leverage as we set our sights on additional markets worldwide. We're looking forward to further building on this partnership with HSBC." David Broe, COO of Overhaul "We are excited to provide transformative support and help Overhaul further scale their operations around the world," said Martin Richards, President of HSBC Ventures and Global Head of Sustainable Finance – Commercial Banking. As global supply chains continue to be at the forefront of today's conversations, HSBC's vast experience will provide valuable insight and strategies for future Overhaul operations. Speaking about the announcement, Alan Duffy, CEO and Head of Banking HSBC Ireland commented, "HSBC Ireland is delighted to have played a key role in this funding. It is an exciting deal from a local perspective, supporting a client with strong Irish roots and a growing business here in Ireland in their global ambitions." About Overhaul Founded in 2016 and headquartered in Austin, Texas, Overhaul is the industry's first and only holistic, end-to-end solution that optimizes supply-chain visibility, integrity, and security for global enterprises. Its software-based approach offers high configurability and efficient time-to-value to supply-chain organizations without heavy tech. Additionally, Overhaul's logistics-experts team partners with each client to create a fully customized and comprehensive solution for the entire supply chain. As such, Overhaul has quickly grown to be a trusted provider for Fortune 100 companies moving freight globally across industries, such as pharmaceutical and healthcare, technology, logistics, and food and beverage. Customers include Microsoft, Bristol Myers Squibb, Gordon Food Service, and many others. For more information, visit over-haul.com and the Overhaul Blog, and follow them on LinkedIn, Twitter, and Facebook. About HSBC HSBC North America Holdings Inc. is the holding company for HSBC Holdings plc's operations in the United States. The company's businesses serve customers in the following key areas: wealth and personal banking, commercial banking, private banking, and global banking and markets. HSBC Bank USA, National Association (HSBC Bank USA, N.A.) serves customers through wealth, personal banking, commercial banking, private banking, and global banking and markets segments. As of the close of business on December 31, 2021 it operated bank branches in: California; Washington, D.C.; Florida; New Jersey; New York, Virginia; and Washington. HSBC Bank USA, N.A. is the principal subsidiary of HSBC USA Inc., a wholly-owned subsidiary of HSBC North America Holdings Inc. In the United States, deposit products are offered by HSBC Bank USA, N.A., Member FDIC, investment and brokerage services are provided through HSBC Securities (USA) Inc., (Member NYSE/FINRA/SIPC) and insurance products are provided through HSBC Insurance Agency (USA) Inc. HSBC USA Inc. ("HUSI") is a Maryland corporation and its principal business is to act as a holding company for its subsidiaries including HSBC Bank USA, N.A. Through HSBC Bank USA, N.A. and its subsidiaries, HUSI offers a full range of traditional banking products and services to individuals, including high net worth individuals, small businesses, corporations, institutions and governments. HSBC USA Inc. is a wholly-owned subsidiary of HSBC North America Holdings Inc. HSBC Holdings plc, the parent company of HSBC, is headquartered in London. HSBC serves customers worldwide from offices in 64 countries and territories in its geographical regions: Europe, Asia, North America, Latin America, and Middle East and North Africa. With assets of US$2,958bn at 31 December 2021, HSBC is one of the world's largest banking and financial services organisations.

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Spotlight

Almost every employee in every company collaborates and communicates every day. In the past, most businesses relied primarily on email, phone systems and sticky notes to do this, but today’s technology provides us digital solutions that enable us to work anytime, anywhere.

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