The Motley Fool

DECEMBER 5, 2023

Please refer to the documents we file from time to time with the SEC, in particular, our annual report on Form 10-K and our quarterly reports on Form 10-Q. And is there any difference in linearity of deal flow during the quarter, this quarter versus previous quarters? So, that's always going to be the dynamic with us.

Mergers and Acquisitions 130

Mergers and Acquisitions Liabilities Banks Capital 130

Axial

JUNE 6, 2023

In the first few articles, we’ve provided breakdowns of key deal documents including the teaser, the NDA, and the CIM. What changed all of a sudden? If you or any business owners in your network might benefit from Exit-Ready, please follow this link to subscribe.

Deal Origination 52

Deal Origination Boutique Investment Banks Deal Flow Financing 52

SuperAngel.Fund

MARCH 24, 2023

A syndicate is a group of investors that pools their capital to invest into deals (SPVs). I worked with lawyers and an accountant, opened a bank account, got everyone to sign documents, collected money, and closed my first SPV on December 12, 2017. Six of us invested $350,000.

Angel Investors 59

Angel Investors Due Diligence Legal Deal Flow 59

The Motley Fool

FEBRUARY 9, 2024

We intend to launch a strategy focused on triple net lease in Europe, driven by deal flow we already see today. Marc and the team have done a terrific job here, but one thing that stands out to me is their ability to source transactions and just the absolute level of deal flow. And you had a stricter document.

Capital 130

Capital Stakes Securities and Exchange Commission (SEC) Management Fees 130

The Motley Fool

FEBRUARY 8, 2024

We are currently negotiating lease terms to release the remaining six facilities to an unrelated third-party subject to normal regulatory approvals and the finalization of certain documentation. Turning to new investments. Dan Booth -- Chief Operating Officer Right now, I think there is just a dearth in senior lending.

Investors 130

Investors Assets Banks Capital 130

The Motley Fool

NOVEMBER 9, 2023

In many of these larger deals and across our broader portfolio, we typically serve as the administrative agent, which is not just a technical title, but instead, it is an important role awarded to only one lender on each deal. So, I'd be very pleased if it stayed like this for a while. So, if we could do a little bit better, we can.

Capital 100

Capital Private Equity Firms Private Equity Firms Leveraging 100

The Motley Fool

NOVEMBER 7, 2023

I also point out that our revised revenue guidance of $2.377 billion is in line with the Globus Management combined stand-alone revenue estimate of $2.361 billion, as reflected in our S-4 document. I would reference folks back to the S-4 document. Thanks for taking the question and congrats on the deal flows.

Mergers and Acquisitions 100

Mergers and Acquisitions Securities and Exchange Commission (SEC) Capital Amortization 100

The Motley Fool

FEBRUARY 20, 2024

No, I think it's just there's no sort of predictable seasonality with the BD deal flow. And of course, we have certain commitments for -- to the Canadian government, which are highlighted in some of the documents that we've provided previously on the nature of that funding. Thanks for joining for Puneet there.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Assets Legal Capital 130

The Motley Fool

NOVEMBER 21, 2024

To add more context around deal flow during the quarter, we had solid sales execution with improving performance compared to the prior quarter. Professional services revenue was $25 million, growing 7% year over year as reported and in constant currency. And we have the best vector database to support those kinds of use cases.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Professional Services Financing 130

The Motley Fool

NOVEMBER 14, 2023

And how is that impacting, I guess, either deal flow or maybe deal sizes? And then as we think about sort of the maturity of the sales team, especially at the larger enterprise accounts, where are we in terms of sort of reps fully ramped or what's -- what's the mix of fully ramped? This is Josh Resnik. I can address that.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Legal Leveraging Capital 100

The Motley Fool

FEBRUARY 5, 2024

During the risk assessment, our team discovered over 250,000 records containing PII and thousands of employment contracts and mortgage documents that were open to everyone in the organization. Maybe for Yaki, just in terms of -- I know the 25% to 30% uplift on deals on conversion. This customer evaluated Varonis and two other vendors.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Capital Companies 130

The Motley Fool

FEBRUARY 29, 2024

Advanced features like hybrid search, personalization, and reranking with reciprocal rank fusion, document level permissions, security, and much more. As an example, a cloud-based document management company for legal professionals signed a multi-year deal with Elastic this quarter.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Professional Services Deal Flow 130

The Motley Fool

NOVEMBER 1, 2024

VICI's ability to fund external growth no matter what quadrant we're in builds off our foundation of same-store NOI growth, that, thanks to our leases, rent escalation rates and 100% occupancy is far superior to conventional net lease REITs as documented by Green Street.

Assets 130

Assets Capital Funds Deal Flow 130

The Motley Fool

AUGUST 3, 2023

The second thing I would say is, on affordable, Walker & Dunlop is well above our targets as it relates to supplying affordable deal flow to Fannie and Freddie. Steven Delaney -- JMP Securities -- Analyst That's great inside baseball, Willy. And good to know about that proposed legislation.

Asset Management 100

Asset Management Financing Finance Debt 100

The Big Picture

APRIL 4, 2023

And so, that was a big event for us because all of those private equity relationships, as a limited partner, are fantastic drivers of knowledge and relationships and deal flow to finance those deals with those private equity firms. RITHOLTZ: I was about to say that sounds like it’s really good for deal flow.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Financing Finance 59

Private Equity Wire

DECEMBER 3, 2024

These technologies allow firms to process massive volumes of unstructured data—such as PDFs, legal documents, and financial reports—at unprecedented speed, scale but also precision. Traditional systems of record, such as CRM platforms, deal flow systems and portfolio management software, constitute the backbone of PE firms’ operations.

Due Diligence 90

Due Diligence Consultants Consulting Leveraging 90

The Motley Fool

FEBRUARY 27, 2025

Q3 performance benefited from our maniacal focus on these customer segments and deal flow remained strong during the quarter as we grew commitments from new and existing customers across all of our solutions. Generative AI is enabling organizations to extract value from unstructured data, documents, and logs.

Securities and Exchange Commission (SEC) 239

Securities and Exchange Commission (SEC) Financing Finance Leveraging 239

The Motley Fool

JULY 18, 2024

portfolio, helping us to drive document negotiations and control the dialogue with borrowers, if any challenges arise. There's also a variable around the sort of the level of deal flow a year ago and the benefit that comes from buying those funds at a discount to the fund returns in the short term.

Assets 130

Assets Financing Finance Management Fees 130

The Big Picture

MAY 16, 2023

RITHOLTZ: Read Sebastian Mallaby’s book on, on “The Power Law: Venture Capital” million dollar deals were literally done on a handshake. We’ll have the lawyers get the documents. RITHOLTZ: So your Social Leverage is deal flow connections, access to start founders, access to capital… LINDZON: Low capital requirements.

Hedge Funds 116

Hedge Funds Leveraging Venture Capital Financing 116

The Motley Fool

FEBRUARY 11, 2025

We also embedded generative AI functionality in our major desktop applications, including ChatAI for Platts Connect, as well as ChatIQ and Document Intelligence for Capital IQ Pro, all with the same vision of empowering our customers to more quickly and effectively gain insights from our data with AI. So within the U.S.,

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mergers and Acquisitions Assets Capital 130

The Motley Fool

FEBRUARY 12, 2025

And the Government segment was weaker than we had anticipated based on timing of deal flow. Another would be in our document automation space, especially in healthcare, where we can streamline the scanning and indexing and go all the way to a claim adjudication faster, and we're using AI for that.

Debt 130

Debt Leveraging Capital Assets 130