Private Markets / Emerging Spaces / Payments Infrastructure

Payments Infrastructure

The rails: acquiring, issuing, cross-border, and embedded payments platforms.

31/100momentum · Cooling
99tracked companies
$602Bcombined valuation
$1.4Bcapital · 90d (9 deals)
$8.0Bcapital · 1y (23 deals)
21new entrants · 1y
-15%median secondary vs round (25 marks)

Momentum components — 4/4 computable

Funding acceleration5
Deal velocity79
News heat22
Secondary temp35

Components that cannot be computed are dropped and the weights renormalize — never faked to neutral.

Capital by quarter — disclosed rounds

24Q425Q125Q225Q325Q426Q126Q226Q3

Undisclosed amounts count as zero capital; deals still count.

#CompanyValuationSecondary vs RoundLast Round
1 Stripe $159B as of 2026-02 +16.6% 2026-02-24
2 Ant Group $150B as of 2026-Q2 no mark 2026-06-21
3 Checkout.com $40B as of 2025-10 no mark 2025-10-01
4 JD Digits $19B as of 2018-Q4 no mark 2018-12-12
5 Ripple $19B as of 2025-Q4 no mark 2025-11-04
6 Airwallex $11B as of 2026-Q2 no mark 2026-06-01
7 Bilt $11B as of 2025-Q3 no mark 2025-07-10
8 PhonePe $11B as of 2026-03 no mark 2022-03-24
9 Teya (SaltPay) $9.3B as of 2021-Q2 no mark 2021-04-08
10 SumUp $8.5B as of 2024-Q2 -5.7% 2024-05-22
11 Tipalti $8.3B as of 2026-Q2 no mark 2026-06-21
12 Razorpay $7.5B as of 2021-Q4 -2.3% 2021-12-19

Methodology. Emerging Spaces groups the tracked private-company roster into curated thematic spaces and scores each space's momentum 0–100 from four disclosed-data components: trailing-90-day capital vs the prior 90 days (40%), deal-count acceleration on the same windows (25%), news activity per tracked company over 30 days (20%), and the median secondary-market premium to last round across the space's marked names (15%). Components that cannot be computed are dropped and the weights renormalize — the basis is disclosed per space. Quarterly trends derive from dated, disclosed rounds; undisclosed amounts count as zero capital. An attention map of disclosed activity — not a prediction, not investment advice.