Category Archives: Uncategorized

Signing big customers is hard enough, but it’s only half the battle. There’s an adage in fintech startups – banks can take longer than you can stay solvent. Especially in the current market. I’ve built SaaS products that could take … Continue reading →

I’ve gotten versions of this question recently from bankers and investment-analyst clients. It’s certainly messy. There are multiple countervailing trends in the macro economy that make this a complex picture. Rapid shift in rate environment has changed the mix in … Continue reading →

Note: The following post is an elaboration on a recent advisory conversation I help with some institutional investors in the payments space. If you’d like to book me for a consultation or other engagement, check my offerings here. Here’s the … Continue reading →