Fintech
The Financial Stack Is Overdue a Rebuild
The legacy infrastructure running global finance is a liability. We back founders rebuilding it before the incumbents realise what they have lost.
About
The Pipes Running Global Finance Were Built For A Different Era.
Problems
Trillions of dollars move daily through infrastructure built decades ago. The institutions running it have scale but not speed, and the gap between what they can offer and what operators actually need keeps widening.
Opportunity
The opportunity is not in building another neobank. It is in replacing the rails, the credit models, the compliance layers, and the settlement systems that every financial product depends on. That infrastructure is being rewritten now.
Investment Angle
What We Look For
Infrastructure, not interfaces
Consumer-facing fintech is crowded. We back the layer beneath, the rails, models, and systems that every financial product eventually depends on.
Regulation as a moat
The founders who understand compliance deeply build products that are harder to copy. Regulatory knowledge is a structural advantage, not a burden.
Distribution built into the product
The best fintech companies do not acquire customers, they become embedded in workflows that make switching cost prohibitive.
What's More?
