A Vertically Integrated Approach to Fintech Investing with Justin Smith of Recharge Capital

Episode Topic:

Welcome to an insightful episode of PayPod. We delve into the dynamic world of fintech investing with Justin Smith, the Managing Partner at Recharge Capital. The conversation revolves around Recharge Capital's unique approach to thematic first investing and its focus on fintech infrastructure. The episode explores the firm's big goals, the definition of thematic first investing, and the excitement of operating in the fintech landscape.

Lessons You’ll Learn:

Discover key insights into Recharge Capital's strategic fintech investment themes, including cross-border payments, US mortgages and servicing, embedded finance, emerging market financial emancipation, and education & wealth building. Justin Smith sheds light on the decision-making process behind choosing these specific themes and offers valuable lessons on scouting, researching, and reaching out to potential investments. The episode also touches on the key characteristics that stand out when considering specific investments, emphasizing the significance of both the founder and the idea/product.

About Our Guest:

Meet Justin Smith, the Managing Partner at Recharge Capital. With a background rooted in finance and angel investing, Justin, along with his partner Lauren, has been actively shaping the fintech landscape for over a decade. His passion for closing the value chain loop and fostering financial inclusion technologies in emerging markets is at the core of Recharge Capital's mission.

Topics Covered:

The episode spans Recharge Capital's innovative "Closing the Loop" approach, explaining how vertically integrating best performers creates a connected network that benefits the companies they invest in. Justin also elaborates on the concept of Key Technology Enablers, such as mobile applications, AI, blockchain, and IoT, and their pivotal role in Recharge Capital's investment strategy. The discussion deepens into the evolving landscape of blockchain adoption in the financial world, highlighting its potential roles and current market dynamics. Additionally, Justin shares his thoughts on a standout company in the payments or fintech industry, providing a glimpse into the exciting developments shaping the future of finance.

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