Who we serve
Each arrives with a different problem, and each has a handful of services they usually start with.
Almost every service works for every buyer type. What changes is the order you buy in, which is why each of the 4 pages below lists the problems that bring that buyer to us and the services they tend to start with.
- Buyer types
- 4 Each with its own starting points
- Core services
- 6 Available to every buyer type
- Specialist disciplines
- 51 The services you actually buy
- Steps, every time
- 5 Whichever buyer you are
ISOs & Agents
Independent sales organizations and agents run on thin margins and thinner staff. We supply the back office, the disputes team, the residual audits, and the appointment setting so your people spend their time selling and your portfolio stops leaking.
What they need
- 01Back office that keeps up with sales
- 02Residuals paid correctly
- 03Disputes handled without distracting agents
- 04Merchants retained and supported
- 05More qualified appointments
- 06A path to PayFac economics
SaaS Platforms & Fintechs
Software platforms and fintechs turn to us to decide how to monetize payments, to launch accounts, cards, and lending through partners, and to build and run the product and infrastructure behind them.
What they need
- 01A clear payments monetization strategy
- 02Partner-led launches for payments, banking, cards, and lending
- 03Product and integration engineering
- 04Payment-grade cloud and operations
- 05Onboarding and dispute operations for sub-merchants
New Market Entrants
Whether you are an individual becoming an agent or a company launching its first fintech product, we give you the partner introductions, the agreement review, the tools, and the market entry plan that experienced operators wish they had on day one.
What they need
- 01The right business model and partners
- 02Agreements reviewed before signing
- 03Pricing and residual education
- 04Tools, brand, and a first website
- 05A 90-day plan with accountability
Merchants
Merchants processing at scale come to us when chargebacks, account holds, and processor demands start to cost real money. We handle disputes, manage account health, structure multi-account setups, and make sure the people holding your funds hear from someone who speaks their language.
What they need
- 01Chargebacks won and prevented
- 02Account holds and reserves resolved
- 03Multiple accounts structured and managed
- 04Pricing reviewed and corrected
- 05Someone to deal with the processor
Five steps, every time
The framework does not change with the buyer. Every engagement opens with an Assess, and each step ends in a written decision rather than on a date.
See the full framework- Step 01
Assess
Model, volume, risk, timeline, and constraints. Written recommendation on program structure.
1 to 4 weeks - Step 02
Match
Partner shortlist from our network, introductions, and diligence.
Days to one week - Step 03
Structure
Economics, terms, compliance responsibilities, and operating model.
1 to 2 weeks - Step 04
Build
Branded platform, onboarding, and integrations on the partner’s rails.
2 to 12 weeks - Step 05
Launch
Go-live, first customers, and handoff to your team or our managed operations.
Go-live onward
Straight answers
The questions that come up before anyone decides which buyer type they are, answered before you have to ask them.
How does an engagement start?
What does an engagement cost?
Can we stop after the Assess?
How long does an engagement take?
Who actually does the work?
Do you work inside our systems?
What do you need from us to start?
Still not sure which kind of buyer you are is what you need?
That is what the Assess is for. Book a 30-minute call and we will tell you which service fits, whether you need one at all, and what the first engagement would cost. We will also tell you when the answer is no.
Get your free Assess
Tell us what is happening. We reply within one business day with a US-based practice lead, not a salesperson.
- 01Within 1 business dayA US-based practice lead replies and books a 30 minute call.
- 02On the callWe map the problem, the volume, the partners, and the constraints.
- 03After the callYou get a written read of one to three pages, yours to keep.
- Handled under NDA
- Written, not a slide deck
- No obligation to continue