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CxO Analytics

CxO Analytics

Marketplace

Please Read Our Disclaimer

The investment opportunities below are not an offer to the general public to purchase any form of securities. Every investment opportunity below should be considered to be a very high risk investment and the investor must be comfortable in accepting and bearing the very high level of risk associated with any of the investment opportunities listed on this site. The information contained in these investment opportunities is proprietary and strictly confidential. It is intended to be reviewed only by accredited investors in order to evaluate the investment opportunities and should not be used for any other reason or made available to any other person or entity without the prior written consent of The OCMX (P2P Financial Inc.). The technology and process used on this website is protected by existing or pending patents owned by The OCMX. Nothing on this site including any related communication is intended to provide specific financial, investment, tax, legal, accounting or other advice to you, and should not be acted or relied upon in that regard without seeking the advice of a professional. In all circumstances, you should seek guidance from your current advisor as your advisor can help to ensure that your own circumstances have been properly considered and any action is taken on the latest available information.

 

 

 

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CxO Analytics

Location: Atlanta, GA

Sector: FinTech

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CxO Analytics is a provider of CFO intelligence that helps companies improve their financial health and performance using forward looking analytics along with the largest financial dataset available on private companies. We are changing the way financial decisions are being made, from a gut reaction to better informed decision making based on data analysis.  

 

We go beyond just looking at sales and net profits to help companies understand what real financial performance looks like across multiple dimensions.  Quickly gain insight on how your company compares to peers and the best performing companies in your industry.  See where your company has performance gaps, their size and how to close those gaps.

 

With 360-degree monitoring of your company across the financial spectrum, we alert you to issues before they become critical, issues not found in KPIs and financial reporting.  Use our interactive tools to resolve these issues, trying different approaches and knowing the financial impact each approach or combination will have on your company, before deciding on a plan of action. 

 

We help you save time and improve the accuracy of planning, budgeting and forecasting.  Understand where to best allocate resources, when to seek capital or reduce debt, how to reduce business risk, and more.  Better execute with improved results, gaining a competitive edge.

1. Most comprehensive financial dataset on privately held companies

  • Access the largest, most accurate and comprehensive financial dataset on privately held companies to gain insight into industry trends and developments. See how your competitors and the best companies in your industry are performing while gaining a perspective on how your company is financially positioned against them.
  • Save time and develop more accurate budgets and forecasts that are reflective of how your industry is performing. Plan better, understand where to allocate resources, know how to reduce business risk, when to seek capital or reduce debt, etc.
  • Develop and execute an exit strategy understanding what it takes to get the valuation you need and how it compares to your peers.

2. Forward facing analytics

  • Make a bigger impact with your time and data incorporating comparative industry financial data to transform FP&A. Shorten planning cycles, aligning business drivers with industry positioning to more accurately generate budgets, forecasts, goals and strategies.
  • Unlock the value of your data while gaining deeper insight into what performance looks like and how to achieve it across multiple dimensions of your company using forward looking predictive and prescriptive analytics. Be more proactive and execute faster and with greater confidence as data visualization quickly signals areas of concern before they become critical.

3. 360-degree multi-dimensional financial monitoring

  • Financial data changes daily, not just at the end of the month when financial statements are produced. Our early warning system looks across multiple financial dimensions of a company and identifies areas of concern before they become critical, areas not apparent in normal financial reporting and KPIs.
  • Our interactive prescriptive analytics gives users options in dealing with critical issues, helping them understand the size and nature of the issue, and determine the best course of action. Users can see the financial impact each individual or combination approach has on the company before finalizing an action plan. On-going monitoring helps management stay on track or adjust their action plan accordingly.
  • Being able to identify and close performance gaps against an industry’s best performing companies provides a company a true competitive edge, not found elsewhere, that can grow exponentially year over year.

4. Intuitive usability

  • Implementing analytics can be cumbersome, time consuming and expensive. Within minutes our users are actively using our platform without the need for special analytical, BI or programming staff support, extensive training, expensive software to install or IT support.
  • Our visual analytics cut through Big Data to provide insightful, easy to understand, actionable data that can be quickly applied to improving a company’s financial health & performance without needing an accounting degree or a CPA to interpret. Integrating company’s financials takes just a few minutes, whether the data is coming from an accounting system, spreadsheet, or manually entering the data.

5. Analytics that grow as your needs grow

  • Because the financial needs and analytics of a $5M company are different from a $500M company, our platform continues to support your needs as your company grows. No need to make costly changes in platforms, add personnel, undergo extensive training or face data conversion issues.

1. Deep moat around proprietary financial dataset

We offer the largest proprietary financial dataset of its kind with over 1.1m private companies, 4x larger than any competitor.

No competitor offers or would be able to replicate our financial dataset in terms of:

  • Accuracy – ~75% of our data comes from audited financials
  • Data coverage – 98+% coverage on over 250 data fields
  • Range – representative across an industry with companies ranging in size from less than $1M to over $4B in sales
  • Scope – over 2,600 industries are covered, Sourced – from multiple organizations
  • History – over 15 years of financial data
  • Validation – by independent 3rd party

2. Forward looking, actionable analytics to improve a company’s financial performance

  • Financial reporting and descriptive analytics are backward facing, reporting on what happened last month, last quarter, etc. and too often KPIs either lose their value or become the goal.
  • Our forward facing predictive / prescriptive analytics incorporating our financial dataset provides direction and options for improving your company’s financial health and performance. Gain insight into industry trends, peer and competition performance for better planning and budgeting.
  • We provide 360-degree monitoring of your company across the financial spectrum, alerting you to issues before they become critical, issues not found in KPIs and financial reporting. Use our interactive tools to resolve these issues, knowing ahead of time what the financial impact each approach or combination will have on your company before deciding on a plan of action.
  • Just as a $5M company’s financial needs are different from a $500M company, our analytics continue to meet and support your needs regardless of company size. No need to make costly changes in platforms, add personnel, undergo training or face data conversion issues.

3. Marketability – expanded utilization of the financial dataset and products

Financial data drives business; from credit scores to lending to M&A to investment research and more.  Our 2nd generation platform is making a paradigm shift in the way financial data is viewed, understood and applied, not just once a month but throughout the month.  In the process, financial decision-making moves from a gut reaction or winging it to better informed decision making based on data analysis with improved results.

 

Activating the value of our dataset takes multiple forms.  Many of our functions can be spun off as standalone products to address specific market needs.  Additional product enhancements broaden our market, while mining of our extensive dataset opens new opportunities.  Embracing emerging technology further expands the use and reach of our data beyond our SOM while our pricing model reflects our value proposition.

 

We are shifting the use of financial data from a one-dimensional view to a more comprehensive multi-dimensional view in multiple areas, such as moving from:

  • Credit scores to financial health scores
  • AR cashflow management to total liquidity management
  • Backward facing descriptive financial reporting to forward facing prescriptive, actionable financial reporting
  • Reactive crisis financial management to proactive financial management and planning
  • Investing with little or no quantitative measured risk to investing with insightful multi-dimensional measured risk
  • Access to untrusted financial data to accessing trusted financial data

Gary SamolukCEO

Gary is a seasoned entrepreneur with over 30 years’ experience in bringing IT products and services to the market. He has held various senior management positions across the C-suite with the ability to cross the chasm between technology, sales and marketing, finance and management.

 

As a visionary he continues to advance the use of new, emerging technology with an uncanny ability to see the practical approach of technology, the application product and its delivery for meeting and solving real business problems.

 

He has been an innovator in bringing to the market new products and solutions in telecommunications, financial and insurance services, systems integration, voice technologies including voice biometrics security, and SaaS business services.

 

He is both an author and speaker addressing the application and adoption of technology to today’s business issues. Gary completed BBA in Finance and Economics from Georgia State University.

 

Boris NenideCTO

Boris Nenide has dedicated most of his long-standing career to developing financial analytics and industry benchmarking software tools while at FINTEL, LLC, which he co-founded in 1999.

 

For more than 15 years, thousands of small and medium-sized businesses have utilized FINTEL’s tools, resulting in their financial gains and sometimes even their survival.

 

Since joining C-leveled as Chief Technology Officer in 2013, Boris has continued to work on data services and business intelligence solutions while spearheading the development of numerous mobile and Web applications. Boris prides himself in managing his team of highly skilled developers who he feels can make anything functional on a very efficient and timely basis.

 

Boris attended University of Wisconsin for his MBA in Entrepreneurship, International Business, Operations and Information Management, University of Wisconsin, Milwaukee, Masters in Mechanical Engineering and Petersbugh State Transport University, Masters in Mechanical Engineering.

 

Dave SuttonActing CMO and Board member

Dave Sutton is a leading authority today on Transformational Marketing – enabling businesses to reach, connect and engage with customers in a way that gives them a reason to care, a reason to buy, a reason to advocate and, most important of all, a reason to stay. He is the founder of Top-Right, LLC – a transformational marketing firm that helps companies move to the top right quadrant of their competitive frame and corner the markets where they choose to compete. TopRight’s 3S Playbook model of the right Story, the right Strategy, the right Systems, turns sales transactions into customer experiences that connect and communicate why you do what you do and what difference it makes for your customers.

 

Dave is the author of the new book, Marketing, Interrupted – Sometimes the only way to succeed is to go a little crazy (April 2018). He is also the co-author of Enterprise Marketing Management: The New Science of Marketing — the ground-breaking book considered to be the definitive statement of a new business discipline designed to create sustained, profitable, organic growth. He is the former CEO and President of Inforte Corporation, a publicly–traded sales and marketing technology consulting business. He is also the former CEO of the renowned Zyman Group where he established himself as a pioneer in the field of Enterprise Marketing Management working along side one of the world’s pre-eminent marketing practitioners, Sergio Zyman, the former Chief Marketing Officer of The Coca-Cola Company.

 

Robert HezlepCRO

As a leader on the IndustriusCFO team, Robert works with business of all sizes to provide technology-based strategic solutions that drive efficiency in business & industry analysis, with the goal of improving overall business results, optimizing operations, enhancing productivity, adding value, and reducing costs.

 

With a background in business development, He has experience in sales, marketing and general management. He excels at developing internal and external relationships that maximize business growth opportunities.  Utilizing his analytical skills, He has led teams in developing the strategic plans and actions that successfully met set objectives. He uses his leadership and management strengths to build teams that take organizations to the next level.

 

He has vast experience in helping businesses take that next step in business growth. Anywhere from start-ups, companies ready to exit, and mature companies that are overcoming growth obstacles.


TessPay Inc

TessPay Inc

Marketplace

Please Read Our Disclaimer

The investment opportunities below are not an offer to the general public to purchase any form of securities. Every investment opportunity below should be considered to be a very high risk investment and the investor must be comfortable in accepting and bearing the very high level of risk associated with any of the investment opportunities listed on this site. The information contained in these investment opportunities is proprietary and strictly confidential. It is intended to be reviewed only by accredited investors in order to evaluate the investment opportunities and should not be used for any other reason or made available to any other person or entity without the prior written consent of The OCMX (P2P Financial Inc.). The technology and process used on this website is protected by existing or pending patents owned by The OCMX. Nothing on this site including any related communication is intended to provide specific financial, investment, tax, legal, accounting or other advice to you, and should not be acted or relied upon in that regard without seeking the advice of a professional. In all circumstances, you should seek guidance from your current advisor as your advisor can help to ensure that your own circumstances have been properly considered and any action is taken on the latest available information.

 

 

 

 

 

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TessPay

Location: Toronto, Ontario

Sector: Blockchain.

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TessPay operates a private permissioned blockchain solution that combines Smart Contracts and Automated Payments to guarantee daily settlements for cross border calls in the $65 billion USD Wholesale Telecoms Industry.

 

The Wholesale Telecoms Industry comprises international voice calls transmitted between telecommunications carriers in the course of completing a consumer-initiated call in one country to a consumer in another country.

 

Our business system features liquidity, payment assurance, lower fees, lower costs with an automated process. An easy-to-use solution means telecommunications carriers are seamlessly interconnected with and paid by other carriers and never have to deal with late or defaulted payments.

 

The TessPay Platform offers peace-of-mind; automated daily settlements guaranteeing all carriers are paid on time, every time. The TessPay Platform payment settlement system for Wholesale Telecom Services, caters to two categories of users: Carriers and Lenders.

Payment assurance

Wholesale Telecom is a high volume, low margin business and as such credit losses are painful, and late payments create friction. All selling carriers on the TessPay Platform will be paid daily in full for the previous 24-hours call volume.

 

TessPay effects automated payments from the Smart Contract deposits and is able to calculate the precise amounts owing based on prices in the Smart Contract and the call volume that has passed through TessPay’s telecom switch.

 

Liquidity

The liquidity problem arises from the fact that due to the nature of the business, counterparts are almost always international, and the smaller carriers collectively supporting the large carrier receivables have difficulty granting and obtaining credit.

 

TessPay will provide lending opportunity for carriers. Lenders will have the opportunity to securely finance smaller carriers dealing with large carriers with strong credit ratings.

 

Liquidity

The Company is solving cashflow problems for smaller carriers by introducing lender supported funded Smart Contracts on the TessPay Platform.

 

Settlement Efficiency

The TessPay Platform will make settlements daily.

 

Payment Assurance

Payments are assured on daily basis.

 

Lower Operating Costs

On the TessPay Platform carriers pay only a modest service fee for volume based use. Carriers won’t be charged  server, switching or billing fees.

Jeff Mason, CEO

In 1990, Jeff graduated with a BSc in Commerce and Economics from the University of Toronto. He next joined Ernst & Young LLP as a CPA and followed that as a business analyst at Canadian Tire.

 

In 1995 Jeff founded Wiznet Inc., an Internet service provider where he served as CEO until the company’s sale in 2004.

 

Jeff followed his previous success with the founding of Wiztel Inc., a VOIP telecommunications company that specialized in Wholesale Telecom cross-border voice calls. The company remained in operation until July 2017 when TessPay was founded.

 

In 2012, Jeff co-founded Limitless Mobile, a US/UK mobile virtual network operator. He served as CEO before divesting himself of his interest in the company to found Powercases Inc., in 2014. The company, where he remains a shareholder and Chairman, is a developer, marketer and seller of consumer and business portable power products based on Lithium ion technology.

 

Fraser Mason, CFO

Prior to Fraser’s role in TessPay, he began his storied business career as a senior partner at Ernst & Young Canada. Beginning in 1964, his many responsibilities included development and management of the Canadian corporate finance practice, management of the Canadian consulting practice and membership on the Canadian Executive Committee with a key role in the strategic growth of the firm until 2000.

 

As Chairman and CFO in the development and management of Champion Digital Links (formerly Champion Photochemistry), Fraser’s contributions since 1981 have included a series of cross border acquisitions that lead to a global business with operations in the United States, France and Malaysia. He also created a financing strategy for the business based on banking and credit insurance relationships developed in Spain.

 

Since 2014, Fraser has been a member of the advisory board for Newcom Media, a North American B2B publisher and industrial tradeshow company that focuses on trucking. Fraser recently facilitated a major acquisition for Newcom Media.

 

Fraser’s many qualifications include business strategy, corporate governance, financing, acquisition, deal negotiation, and global business management.


KIND Financial

KIND Financial

Marketplace

Please Read Our Disclaimer

The investment opportunities below are not an offer to the general public to purchase any form of securities. Every investment opportunity below should be considered to be a very high risk investment and the investor must be comfortable in accepting and bearing the very high level of risk associated with any of the investment opportunities listed on this site. The information contained in these investment opportunities is proprietary and strictly confidential. It is intended to be reviewed only by accredited investors in order to evaluate the investment opportunities and should not be used for any other reason or made available to any other person or entity without the prior written consent of The OCMX (P2P Financial Inc.). The technology and process used on this website is protected by existing or pending patents owned by The OCMX. Nothing on this site including any related communication is intended to provide specific financial, investment, tax, legal, accounting or other advice to you, and should not be acted or relied upon in that regard without seeking the advice of a professional. In all circumstances, you should seek guidance from your current advisor as your advisor can help to ensure that your own circumstances have been properly considered and any action is taken on the latest available information.

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KIND Financial

Location: Hollywood, CA

Sector: Fintech – Cannabis.

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KIND’s Technology Platform provides an ecosystem of easy-to-use, end-to-end solutions for cannabis businesses, empowering them to manage compliance, process transactions online, accept cash-free payments, and provide financial institutions with the data needed to service the cannabis industry. Our mission is to help cannabis businesses transact like any other industry.

Business Documents

MG cp Summary

1.  A regulatory technology and compliance company exclusively focused on marijuana industry

KIND’s business model capitalizes on the growth of the industry while protecting itself from the legal ambiguity surrounding this industry by not “touching” the plant directly.

 

2.  No Geographic Restrictions

This is unique in this industry because every state has their own unique laws. Since KIND doesn’t directly trade or operate with any cannabis containing products, we are able to operate freely in all 50 states, as well as other venues around the globe including Canada, Puerto Rico, Jamaica, Australia, Uruguay, and Guam.

 

3.  Equity Position in KIND

Investment in KIND includes equity in all products and services.

Seed-to-Sale Tracking and Monitoring

Point of Sale (POS), Cultivation Management, and Infused Products / Extractions Management

 

Kind Pay USA

Closed loop payment system serving the Cannabis Industry in the US

 

Kind Pay Canada

Closed loop payment system serving the Cannabis Industry in Canada

 

Link to Banking

Providing Financial Institutions with the guidance and tools they need to confidently offer banking services to the Cannabis Industry

 

Kind Government Solutions

Regulatory oversight and management tools for government agencies tasked with implementing and overseeing the Cannabis Industry

David Dinenberg, Founder and CEO

David is well respected for  his role in creating the  platform for compliance  across the emerging  cannabis industry. He is a  seasoned entrepreneur  with a track record of  successful ventures across  real‐estate, entertainment,  and food services. As KIND’s  Founder and CEO, David is  responsible for the  company’s corporate  strategy and vision.

David and KIND have been featured in several prominent magazines and newspaper articles such as Inc. Magazine, Forbes, Philadelphia Magazine, The Deal, and LA Business Journal to name a few.  He has also appeared on CNBC numerous times as a contributor and trusted resource for developments within the cannabis industry.

 

Dave Peck, President and CMO

At PayPal, Dave oversaw  the company’s social  strategy and influencer  relations, and also led the  development and  execution of integrated  digital marketing. Earlier,  he helped build online  communities and develop  social media strategies for  several major brands,  including Coca‐Cola, Wells  Fargo and the Grammys.

 

Dan Stofka, EVP, Engineering and Software

From retail to manufacturing, tech support to process management, every aspect of developing and managing the world’s most extensive seed to sale solution has been covered thoroughly in his experience both inside and outside of the cannabis marketplace.

He has been the founder or principal in several ventures. He has been working with Dispensaries and Grows since their influx in 2009, and in 2011 took the position of I.T. Director for Colorado Dispensary Services which operated two grow facilities and four retail stores.

 

Greg Liss, EVP of Sales

Greg has over twenty  years of experience in  financial management  and sales. He has been  responsible for defining  the go‐to‐market sales  strategies for several  financial start‐ups and  currently handles all  sales‐driven initiatives  for KIND.

 

Mark C. Gelnaw, Chief Financial Officer

Mark has over 35 years of experience in the financial services industry. During his 9 years at Deutsche Bank, Mark was involved in all aspects of the business including structuring, marketing, investment management, due diligence as well as serving as a liaison with all the service functions that interface with the business processes.

Additionally, Mark served as portfolio manager of the Angel Fund focusing on investing and developing emerging ventures.

 

Michael Stalbaum, SVP, Marketing and Operations

Michael has nearly 20 years of experience in all facets of digital marketing.  In 1999, Michael pioneered one of the first interactive agencies in the country working with marquis clients such as JP Morgan Chase, Speedo, and Calvin Klein to develop, launch, and profitably grow their online presence.

An expert in direct response marketing, Michael has a proven track record of generating qualified leads and driving revenue for B2B and B2C/eCommerce companies across verticals and industries.  Within the financial sector, Michael’s experience includes spearheading customer acquisition campaigns for Chase Credit Reporting, Core Logic (First Advantage Membership Services), and Morgan Stanley (Discover Card).

 

Scott Johnson, Senior Director, Product

Product Management leader, design technologist and innovative problem-solver, Scott has been creating highly engaging, award-winning interactive experiences for 15+ years. Scott has worked with some of the most important global brands around, including Google, AT&T, Dell, American Express, The Home Depot, Anheuser-Busch, Lipton, Unilever, Johnson & Johnson, Sony PlayStation, Cisco, IBM, and Yahoo!.

Scott has held a number of leadership positions at marketing and technology-based companies and has experience in a variety of diverse fields, including consumer technologies, advertising, core networking, embedded computing and high-end graphics visualization. Scott loves problem solving and has built a strong reputation for developing smart and effective solutions.