Why We Love SMS-Payments
We continue our tradition of examining companies involved in fintech and payments-related services, including those where such functions are not central to their primary operations.
April 13, 2025
PropTech On Fire
Welcome 2025. In just the first few weeks of the year, a new, pro-business, anti-regulation administration has sparked excitement in the investment community, much of
February 23, 2025
Musk’s X Positioning for 2025 Launch of X Money for Payments
The social media platform, X (formerly Twitter), enjoys a global reach of 600 million monthly average users. Remarkable to us, the daily user base may
February 9, 2025
Maximizing Value: Does Running a Competitive Process Matter?
Written by: Tom C. Schapira, Executive Vice President Running a Competitive M&A and Growth Capital Process: When and Why It Matters Deciding to pursue an
February 9, 2025
DeepSeek – Beyond the Headlines
Founded in 2023, DeepSeek has rapidly emerged as a game-changer in the artificial intelligence (AI) industry. With financial backing from hedge fund High-Flyer, the company
February 2, 2025
VC Offloads Present Quality Buying Opportunities for Strategics
The signs were there at the end of 2024. VC inbounds seeking valuation assessments on portfolio holdings, and looking for insights into market liquidity. The
January 19, 2025
UK Open Banking Firms Bet on Section 1033 at Money20/20
Fish and chips, “proper” English breakfast, 300-year old pubs and a divinely poured Guinness, all rounded out an amazing trip to London this week for
October 20, 2024
Declining Deal Bid/Ask Spreads Telegraph Thawing Fintech and B2B Software IPO Market in 2025
Being a lifetime student of capital markets and technology has its benefits (at least being a lifetime student does), for as I get older, and
October 13, 2024
FDIC Off the Top Rope
In what seemed like the climactic denouement of a top-billed WWE wrestling match, the FDIC came flying off the top rope on Tuesday with a
September 22, 2024