top of page
All Posts


Banking vs. Fintech: CFPB Review Puts Open Banking Back in the Spotlight
Banks argue that prohibiting charging fees for data access prevents them from recouping these expenses and managing related risks. Conversely, fintech firms advocate for the rule, emphasizing the benefits of seamless data sharing for developing innovative financial products and services.

Staff Writer
May 13, 20252 min read


Ensuring Your Clients Are Bank-Ready for Asset-Based Lending (ABL): An Interview with TAB Bank
We spoke with Curtis Sutherland, Head of Sales and Business Development at TAB Bank and a seasoned expert in ABL financing, to better understand what clients need to be ready for an asset-based loan.

Staff Writer
May 9, 20254 min read


Breaking: RBFC granted Stay from 1071 for its members
Thus, the Court will stay the Section 1071 Rule and toll the Rule’s compliance deadlines with respect
to Plaintiff and its members for the length of time that the Fifth Circuit stay order in Tex. Bankers
Ass’n, No. 24-40705, is in effect, subject to modification at any time by the Court.

Shane Mahabir
May 7, 20252 min read


Communications in Business Finance and Beyond: Insights from Sachs Media’s Drew Piers
From the latest in communications strategy to the intersection of finance, technology, and public affairs, this video is packed with insights for anyone interested in how high-stakes messaging is crafted and delivered today. Watch now to stay ahead of the curve!

Shane Mahabir
May 7, 20251 min read


Intuit Powering SMBs | PayPal, Block Earnings Analysis | Wayflyer $5B milestone | More
They signal a clear thesis: Intuit is doubling down on owning more of the financial lifecycle, especially for small to midsize businesses (SMBs), where it already holds a strong foothold with QuickBooks

Staff Writer
May 5, 20254 min read


Banks, Fintech & Crypto Collide | 3rd Charged in Loan Scheme | Ocrolus Interview | Consumer Confidence down
Other traditional banks and payments providers are also testing or considering a deeper involvement with stablecoins, from Standard Chartered to PayPal (PYPL) to Stripe. Money management giant Fidelity Investments has also begun testing its own stablecoin, according to the Financial Times.

Staff Writer
Apr 29, 20253 min read


Ocrolus CEO Sam Bobley: His path and what's next for Ocrolus
If you want to understand how fintech company Ocrolus came about, its impact on business lending and other markets, and where it's going, this video is for you. I recently had the pleasure of speaking with Sam Bobley, CEO of Ocrolus, the fintech company he co-founded at about the same time I entered the alternative business funding space.

Shane Mahabir
Apr 28, 20251 min read


How Tokenization Could Unlock a New Era for Funders and Syndicators Alike
Despite its growth, the RBF space remains fragmented and lacks the institutional infrastructure found in traditional lending markets. Funders often operate on a deal-by-deal basis, raising and recycling capital manually. Syndication is typically handled through informal channels such as emails or calls, leading to inefficiencies and missed opportunities.
Scott Goldman
Apr 22, 20253 min read


LOC carroting scheme arrests | Falling US Dollar impact | SME lending | Legislative news
Since June 2020, the defendants enriched themselves by defrauding small business owners interested in obtaining financing for their businesses. Through misrepresentations and falsehoods, the defendants promised their victims that in exchange for money provided upfront, the defendants would ultimately extend a loan or line of credit to the victims. In reality, once a victim provided the upfront payment to the defendants, the defendants did not extend financing to the victim.

Shane Mahabir
Apr 21, 20253 min read


You provide sales-based financing in Virginia? Let's check
Seeing a few companies claim they fund Sales Based Financing transactions in Virginia led me to look into them to see if that's accurate.

Shane Mahabir
Apr 17, 20251 min read


Libertas Funding Secures Inaugural $75 Million Investment Grade Corporate Note
“We are thrilled to announce the closing of our inaugural corporate note raise" said Gary Katcher, Libertas Executive Chairman and Founder.

Staff Writer
Apr 2, 20252 min read


Shake Off the Office Dust—We’re Networking on April 8th!
And if there’s one thing we’ve learned, it’s this: we only get a few great chances each year to step out of the inbox and into the room...

Staff Writer
Apr 1, 20252 min read


Par Funding CEO Joseph LaForte Sentenced in $404M Fraud Case
Joseph LaForte, the CEO of Par Funding (officially Complete Business Solutions Group), was sentenced to...

Staff Writer
Mar 27, 20253 min read


Saturday Business & Finance Brief: SBA Cuts, Market Warnings, and FinCEN Shakeup
From major job cuts at the Small Business Administration to concerns over market blind spots and a major regulatory reversal on ownership...

Staff Writer
Mar 22, 20253 min read


SmartBiz Acquisition of Centrust Bank: A New Era for Fintech and Banking
"Small businesses are the backbone of the U.S. economy, yet traditional banks often overlook their banking needs. We are building a bank...

Staff Writer
Mar 19, 20252 min read


What does it take to start a funding company? Viking Funding tells us
We recently visited the beautiful Viking Funding office in downtown Fort Lauderdale to meet with owners Jake Kelley and Tylor Pemberton.

Shane Mahabir
Mar 17, 20251 min read
bottom of page
