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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 71 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 54 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 293 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 281 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 223 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 213 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 171 min read


SBA Introduces New Anti-Fraud Measures: Key Points and What You Need to Know
The SBA is taking steps to strengthen the integrity of its loan programs with the implementation of new anti-fraud measures. These changes are being introduced with the stated support of the Department of Government Efficiency.

Staff Writer
Apr 143 min read


Federal Appeals Court Denies Bail for Kris Roglieri, Trial Date Set
This decision ensures that Roglieri will remain in custody at the Rensselaer County jail until his trial this summer, underscoring the...

Staff Writer
Apr 62 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 22 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 12 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 273 min read


Governor Youngkin Vetoes Virginia SB 1252: A Win for Fintech or a Missed Opportunity for Reform?
Governor Youngkin’s decision to veto SB 1252 protects access to safe, responsible credit for hundreds of thousands of Virginians.

Staff Writer
Mar 263 min read


SBA Reinstates Guarantee Fees Effective March 27th
According to SBA notice 5000-865758, loans that have not received SBA authorization by 11:59 PM EST on March 26th will be subject to the...

Staff Writer
Mar 241 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 223 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 192 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 171 min read


The Wild West: What banks are saying about the CFPB, fintech, & non-bank lenders
“Payment apps like PayPal, Stripe, Cash App, those sorts of things, they would get close to a free ride at the federal level,” said David...

Shane Mahabir
Mar 121 min read


Breaking: CFPB drops 'Zelle' case against JPMorgan, BofA, Wells Fargo
Breaking: CFPB drops 'Zelle' case against JPMorgan, BofA, Wells Fargo

Shane Mahabir
Mar 41 min read


OnDeck/Ocrolus and Bluevine reports are out; what to know
Two new business outlook reports came out this week from OnDeck in combination with Ocrolus and Bluevine who also does a report using a...

Shane Mahabir
Feb 281 min read


Connecting the Dots: Agentic AI Redefines Document Processing in Lending
Agentic AI doesn’t just extract data—it interprets it, learns from it, and acts on it. Instead of treating a single number on a pay stub...

Ruth Lee
Feb 264 min read


Considerations Funders take when refinancing a Merchant Cash Advance: NISO explains
Refinancing an active MCA—particularly when using part of the second cash advance to pay off the first—fundamentally changes the funder’s...

Rodrigo Fritis
Feb 245 min read


Understanding the Threat of Fraud-as-a-Service in Fintech
The expansion of FaaS presents major challenges for fintech companies and business lenders, as fraudsters use these tools to exploit...

Funder Intel Admin
Feb 233 min read


How Embedded Lending Impacts MCA
If you’re still thinking about lending in the traditional way—advertising to business owners, hoping they fill out an application, and then

Staff Writer
Feb 213 min read
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