The FinTech SMB Bundle

SMBs need technology to automate workflows and remove friction so they can focus on what matters most.

Small businesses are rapidly growing in the United States and yesterday’s mom and pop tools won’t cut it for this generation of business owners. This means there’s also a massive opportunity for incumbents and challengers to become the system of record  for small businesses. Many of today’s solutions are fragmented across several providers – including payment gateways, point-of-sale, accounting software, lending, and commercial deposits – and not integrable with other systems. We believe there is an opportunity to bring these different capabilities together in a coherent “bundle” that delivers an unified experience – and ultimately makes it easier to run and grow their business.

Why Now? 

On the back of the “Great Resignation” small business creation is expected to surge, increasing the market size for SMB services. According to Intuit’s 2021 New Business insights Report, 17M U.S. employees want to start a business. Not only this but the SMB segment is rapidly digitizing, with business owners regarding online sales as a key revenue driver and increasingly going cashless. 

Who Cares?

  • Financial Institutions
  • Business banking challengers
  • SMB tech platforms (Square, Toast, Clover, etc)
  • Payment processors

What Areas Excite Us Today?

  • Front-end solutions
    • Payment acceptance
    • Frictionless checkout
    • Next-gen POS systems
    • Lead-gen/marketing
    • Embedded lending
  • Back-end Solutions
    • Accounting and bookkeeping
    • General ledger
    • Spend management
    • Modern underwriting
    • Benefits (HR/Health)
  • Connectivity
    • Real time access to 3rd party data
    • Supplier networks
    • Alternative payment rails
    • Payroll

01SMB Bundle

Integrated FinTech for SMBs

SMBs need technology to automate workflows and remove friction so they can focus on what matters most.

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02The "Shein Model"

Direct Ship from Manufacturers

Brands and retailers will begin to leverage the “Shein Model” to bypass existing supply chains and fulfillment models.

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03Gen AI

AI is Reshaping Retail and Financial Services

Gen AI is already driving down costs in our industries, with the promise of transforming experiences in the future.

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04Open Banking

Financial Data is Powering a New Wave of Applications

Proposed regulation has the potential to expand the scope of open banking in the U.S., leading to the need for new infrastructure and the development of new experiences.

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Meet the Team