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ashley paulus

T3 · host / generalist

Joined Checkout.com 7 years ago to launch Southeast Asia business; moved to UK a year ago to lead UK revenue, then took over European team. Previously worked across East/West Africa and emerging markets in Singapore/Malaysia.

1 call·1 name·100% bull·last heard 4 months ago·Scaling Europe
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$CHECKOUT-COMCheckout.composition

Checkout.com targets 35% growth after 78% UK surge and EBITDA profitability

Checkout.com is winning enterprise merchant share through multi-acquirer strategy, superior acceptance rate optimization, and global acquiring licenses; the company is EBITDA positive and targeting sustained 35% YoY growth driven by both existing merchant expansion and new logos like Spotify, eBay, and Vinted.

Scaling Europe2026-05episode →

most discussed · click a bar to filter

  • $CHECKOUT-COM

recurring themes

  • Payments & Banking Infrastructure1
  • AI Applications1
  • Crypto & Digital Assets1
  • AI Agents1
1 total
$CHECKOUT-COM
Checkout.com
HIGHashley paulus·Scaling Europe·4 months ago·Checkout.com reached 78% growth in the UK and 60% in Europe: Ashley Paulus, Checkout.com· position
Checkout.com targets 35% growth after 78% UK surge and EBITDA profitability
Checkout.com is winning enterprise merchant share through multi-acquirer strategy, superior acceptance rate optimization, and global acquiring licenses; the company is EBITDA positive and targeting sustained 35% YoY growth driven by both existing merchant expansion and new logos like Spotify, eBay, and Vinted.
"We saw really strong TPV growth. We saw 30% of our revenue growth year-on-year. Last year we were EBITDA positive. So, um again, we've we've made a lot of changes to our business…"
0:00
8
Payments & Banking Infrastructuretailwind
Enterprise merchants consolidating to fewer PSPs for global scale and treasury optimization
Large merchants are actively reducing payment partner count to consolidate relationships, gain global coverage, and optimize treasury management in a high-rate environment; Checkout.com's 30+ acquiring licenses and local teams position it as a primary consolidation beneficiary.
7
AI Applicationstailwind
AI-driven acceptance optimization and customer support bot achieving 80% CSAT
Checkout.com's long-standing AI use in intelligent acceptance (optimizing issuer-specific transaction routing) and new AI customer support bot (80% CSAT, exceeding human agents) demonstrate practical AI deployment that directly improves merchant revenue and operational efficiency.
7
Crypto & Digital Assetstailwind
Stablecoins enabling faster merchant capital access as regulatory clarity arrives
With regulatory frameworks maturing, stablecoins are becoming viable for merchant settlements, allowing businesses to access weekend revenue instantly rather than waiting for Monday bank settlements — a key treasury advantage in high-interest environments.
6
AI Agentstailwind
Agentic commerce adoption will be merchant-led and data-driven, not consultant forecasts
Merchants are defining agentic commerce on their own terms — leveraging proprietary data to service customers smarter — rather than following top-down predictions; the real opportunity lies in enabling merchant-specific agentic workflows across subscription, retail, and service models.