Umang Kajaria

🤝 Anrok x KongBasileConsulting KongBasileConsulting (KBC) is a San Francisco–based accounting and consulting firm supporting VC-backed SaaS and technology companies as they scale. Their team specializes in building finance and compliance foundations that can grow alongside fast-moving startups without slowing them down. Together, Anrok and KBC help shared clients stay ahead of sales tax complexity as they expand into new states and markets. Trusted by high-growth teams like Unit, Zeck, and Jupiter Intellinger, this partnership brings clarity and confidence to an increasingly complex compliance landscape. With Anrok, KBC’s clients gain: • Real-time visibility into sales tax obligations across jurisdictions • Proactive alerts for nexus thresholds and compliance milestones • Automated tax calculations that integrate seamlessly with modern billing systems • Streamlined filing workflows that free finance teams to focus on growth Proud to partner with the KBC team to support the next generation of SaaS operators. See how high-growth teams are using Anrok 👉 https://lnkd.in/g43YViv6

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B2B software investing insights...🎧⬇️   Jonathan D. Drillings of Riverside Acceleration Capital (RAC) appears on the latest episode of the Private Equity Value Creation podcast presented by How To SaaS.    In a wide ranging and insightful conversation, Drillings discusses RAC’s growth lending and growth equity models for early growth stage software companies, the RAC Acceleration Program and resources for companies, what the team looks for in potential portfolio companies, and much more.    Link to the full podcast episode in comments below... 

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The move from early traction to scale forces a different set of capital decisions. In today's episode of the Private Equity Value Creation Podcast, Jonathan D. Drillings of Riverside Acceleration Capital talks with Shiv Narayanan about how B2B software companies fund that in-between phase—and why the wrong structure at the wrong moment creates problems later. Tune in to learn: - The role of growth lending in hitting milestones - How early equity affects dilution, valuation and future flexibility - What durability actually looks like before scaling - How AI affects risk without changing the fundamentals And much more. The link to the episode is in the comments below.

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Wealth professionals looking to introduce private market investments into client portfolios are finding that client education is essential. Managing Director James Martin shares a key insight from our Global Private Wealth Survey that highlights how stronger education equips clients to confidently embrace private markets.

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Thrilled to share this landmark announcement from Global Interconnection Group (GIG). Our new joint venture with Scale-42 – GIGA-42 Ltd. – marks a huge step forward in building sustainable, AI-ready data centres across the Nordics. This is exactly the type of collaboration we envisioned when setting up GIG: bringing together visionary partners, renewable power, cutting-edge infrastructure, and long-term thinking to meet the world’s growing demand for secure, efficient digital capacity. A big thank you to our partners at Scale-42, and to the outstanding GIG team who are driving this mission forward. Exciting times ahead! #Sustainability #DigitalInfrastructure #DataCentres #AI #GIG #GIGA42

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The SEC is preparing to let public companies report semiannually instead of quarterly. The argument: less frequent reporting reduces compliance costs and encourages more companies to go public. Warren Buffett has had a nuanced take on this for years. He likes getting quarterly figures as an investor. What he doesn't like is quarterly guidance, the earnings forecasts that pressure CEOs into short-term thinking and, as he put it, doing things they otherwise wouldn't. Private markets have the opposite problem: not nearly enough reporting. Companies die quietly because there's not enough transparency to catch problems early or spot undeveloped potential. Cambridge Associates' venture capital index is up only 3% over the past three years. PE is at 8%. As CNBC's Kate Kelly pointed out, it's hard to know how much worse it could get because we don't have a good look at the financials of the underlying businesses. So public markets want to report less. Private markets need to report more. But frequency may not be the core issue. It's what the reporting is designed to achieve. Reporting shouldn't exist to check a compliance box, hit a quarterly earnings target, or protect a stock price. It should help companies actually understand their performance. Is your growth truly impressive, or are you burning too much to sustain it? What targets should you hit before your next raise? What valuation multiples are realistic? Today, most private companies can't answer these questions. As one early-stage company CFO shared with me, their planning is often a complete shot in the dark. Fundraising prep is no better because there's no visibility into what good looks like. When companies and investors focus on reporting the right metrics, companies get clarity on where they stand and what to aim for. Investors get the visibility to support them effectively. https://lnkd.in/dQppJFnA

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I’ve known David Meister for years and backed him at Sydecar, so I’ve seen his ability to build through complexity. Axiom Trust is taking on one of the most outdated parts of wealth infrastructure, trust administration, by pairing a regulated trust company with AI-native workflows. We're proud to invest again and congrats to the team on the launch!

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