Payments infrastructure

Payments infrastructure investing

We invest in the infrastructure that improves conversion, reliability and cost of money movement — and scales cleanly with volume.

Infrastructure-firstOperator-ledPrivateDeal-by-deal

What we invest in

Examples of areas we like within this theme:

Focus areas

  • Payment orchestration and smart routing
  • Processing / acquiring tooling and infra
  • Settlement, reconciliation, disputes and chargebacks automation
  • Cross-border payments, FX and treasury infrastructure
  • Merchant platforms and embedded payments

What we look for

  • Clear economics (take rate, margin, LTV)
  • Partner distribution (PSPs, banks, platforms)
  • Strong risk/compliance posture
  • Defensibility via integrations, data or network

Related

Other focus areas: