PayFac-as-a-Service and Embedded Payments Advisory for Software Platforms
We help software platforms design, evaluate, and scale embedded payments. From strategy to execution, we focus on building a payments business that drives real results.
Monetize Payments the Right Way
Choosing a payments partner is not just a vendor decision. It shapes your revenue model, customer experience, and ability to scale.
We advise software platforms on payments strategy, PayFac-as-a-Service, and embedded payments, guiding decisions across provider selection, structure, and go-to-market.
With experience across 30+ leading, pre-vetted payments providers, we understand how they perform in onboarding, compliance, monetization, and at scale.
You’re not relying on sales narratives. You’re making decisions based on real-world execution and independent guidance.
WHAT WE DO
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A structured, founder-friendly approach designed to move quickly without sacrificing long-term outcomes.
Understand Your Business
We start with your product, vertical, customers, and growth goals.
Define the Right Payments Model
We determine whether integrated payments, PayFac, or PayFac-as-a-Service is the right fit.
Run an Objective Provider Evaluation
We filter 30+ pre-vetted providers based on your business model and requirements.
Compare Providers Side-by-Side
You receive clear comparisons that show real tradeoffs, not marketing spin.
Make a Recommendation
We recommend the provider best aligned with your goals and future flexibility.
You Make the Final Decision
You stay in control with full transparency.
Negotiate Commercials and Terms
We support pricing, economics, and contract structure.
Guide Implementation and Onboarding
We lead onboarding and implementation to keep momentum high.
Support Go-to-Market Strategy
We help shape pricing, packaging, and rollout.
Ongoing Strategic Support
As you grow, we continue supporting your payments strategy.
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Enjoy all the benefits of PayFac without upfront investments or ongoing overhead. Our team of expert advisors will help you navigate through the key steps and considerations to guide your selection process:
Reputation Review
Integration and Compatibility (APIs and SDKs)
Infrastructure Scalability
Pricing and Fees
Settlement Times
Dispute and Chargeback Management
Hardware Availability
Certified Gateway Capability
Reporting and Analytics
Compliance and Security
Regulatory Compliance
Contract Review
International and Multi-Currency Support
Customer Support
Infrastructure Scalability
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Selecting the right Embedded Finance provider for your software business is a critical decision that will have significant implications for your company's operations and bottom line. Our team of expert advisors will help you deliver the most effective strategy.
Define Key Objectives
Reputation Review
Compliance and Security
APIs and Technical Infrastructure
User Experience
Pricing and Fees
Support and Maintenance
Flexibility and Future-Proofing
Legal and Financial
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Become a Registered Payment Facilitator (Payfac). Our team of expert advisors will be your go-to resource for providing reliable insights about transitioning to a Payment Facilitator role:
Registration with Card Networks
Application and Fees
Underwriting and Risk Assessment
Compliance with Payment Card Industry Data Security Standard
Bank Sponsorship
Operational Infrastructure
Financial Requirements
Regulatory and Legal Compliance
Agreements and Reporting
Fraud and Chargeback Management
Audit Requirements
Insurance Requirements
Turn Payments Into a Revenue Engine
Understand Where You Stand
Understand how payments shape your revenue, operations, and long-term strategy.
Review your setup, customer mix, pricing, and partners.
Bring together input from product, finance, and leadership to get a clear view of what’s working and what’s not.
Identify performance gaps, uncover hidden revenue leakage, and find practical ways to improve margins, control, and growth.
Choose the Right Model
Narrow your options to a focused set that actually fits your business.
Evaluate embedded payment models based on how you operate today and where you’re headed.
Build commercial structures that hold up as you scale, and see the real tradeoffs across each path.
Make decisions based on fit and long-term impact, not sales narratives.
Launch and Grow with Confidence
Put the plan into action with a smooth rollout and strong adoption.
Get support on go-to-market and merchant onboarding, and coordinate across teams and partners to reduce friction.
Keep execution on track with clear ownership and steady progress.
Stay supported over time with fractional leadership and hands-on transaction guidance as you grow.
Ready to Make The Right Payments Decision?
If you are evaluating your payments strategy, we can help you move forward with clarity.