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THE LEDGER · A FINTECHLY NEWSLETTER

The six-minute Monday brief for the people who build, fund and regulate fintech

Every deal that closed, every regulator that moved, and the one chart that matters, before it’s anywhere else. Free, every Monday, in about six minutes.

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THE DEAL SHEET

Every notable round, acquisition and debt facility from the week.

One structured table. Forward it to your investment team.

THE REGULATORY TRACKER

What the FCA, the EU, the US, MAS, VARA and the rest actually did this week.

One line each. Nobody else aggregates this for fintech.

ONE CHART

A single original visualisation from our proprietary funding data.

Every issue. Built to be screenshotted into a board deck.

Plus The Lead, our take on the week’s most important story, reaches you 24 hours before it publishes on the site.

LOOK INSIDE THE LEDGER

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THE LEDGER · ISSUE No. 142

/ fintechly

MON 28 APR 2026 · 07:00 GMT · 6 MIN READ

THE LEAD

The five fintechs the rest of the industry is quietly copying.

Every cycle produces a handful of companies whose product decisions ripple outward. This week we name five — from a Brazilian acquiring stack to a Singaporean identity layer — and explain exactly which features their competitors are now replicating, and why.

Why it matters: product roadmaps in this industry converge earlier every cycle. Knowing who sets the pattern tells you where the next twelve months of features come from.

EARLY ACCESS · FULL STORY PUBLISHES TUESDAY

THE FIVE

01

Visa's AI-agent pricing memo leaked - merchants face a new 12bp surcharge on autonomous payments.

PAYMENTS · 4 MIN

02

Monzo files its S-1: $1.6B revenue, 12% take-rate on premium, and a path to profitability by Q4.

CAPITAL MARKETS · 5 MIN

03

Stripe opens Bridge stablecoin rails to its top 200 platforms - USDC settlement now live.

INFRASTRUCTURE · 4 MIN

04

FCA finalises permanent open-banking framework: VRPs go mainstream in Q3.

POLICY · 3 MIN

05

Index Ventures closes $2.3B fund, half earmarked for European fintech infrastructure.

VENTURE CAPITAL · 3 MIN

THE DEAL SHEET EXCLUSIVE

Company Round Amount Lead Sector
Ramp Series F $200M Thrive Capital Spend mgmt
Rain Series B $58M Khosla Ventures Card issuing
Gr4vy Series C $24M Nyca Partners Orchestration
Aeropay Series A $12M Undisclosed Open banking

+ 11 MORE ROUNDS IN THE FULL ISSUE

THE REGULATORY TRACKER EXCLUSIVE

FCA

Permanent open-banking framework finalised (CP24/13 response). Variable recurring payments move from pilot to general availability in Q3.

ECB

Opens a consultation on harmonised outsourcing registers for payment institutions across the euro area.

CFPB

Comment window closes on the personal financial data rights rule; final text expected before year end.

MAS

Grants two new major payment institution licences and keeps the stablecoin issuer application window open.

VARA

Updates its custody rulebook; enhanced proof-of-reserves reporting takes effect next quarter.

RBI

Extends the deadline for cross-border payment aggregator authorisations by six months.

ONE CHART EXCLUSIVE

STABLECOIN SETTLEMENT VOLUME (TRAILING 12 MONTHS)

MAY 2025

APR 2026

Stablecoin settlement hit $27.6T in the trailing twelve months — surpassing Visa and Mastercard combined for the first time. The April spike corresponds to MiCA-compliant EURC flows going live across three major European acquirers.

THE TAPE

  • Conduit opens a Dubai office as its first Gulf settlement corridors come online.

  • Rampa hires a chief risk officer ahead of its acquiring expansion into France and Italy.

  • Spektral ships multi-bank sweep automation for corporate treasury teams, its first paid add-on.

  • Halo Markets names its first head of fixed income as the Gulf capital-markets build-out accelerates.

  • Orbital founder Kenji Mori will host a market-infrastructure summit in Tokyo this autumn.

WHAT WE’RE REPORTING NEXT

We’re digging into the quiet secondary market forming around late-stage fintech employee shares, and the unregulated brokers pitching it. If you’ve been offered an allocation, reach us at [email protected].

Also in progress: how stablecoin settlement is repricing merchant acquiring across southern Europe, and what it means for the incumbents.

/ fintechly

EST. 2022 · LONDON · UAE

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Sample issue: a condensed preview of Issue No. 142. The real edition is longer, includes the full Deal Sheet table, and links to every story on site.

IS THIS FOR YOU?

READ THE LEDGER IF YOU:

  • Build fintech: founders, operators, product and engineering leads.
  • Fund fintech: VC, growth equity, M&A, corporate development.
  • Move money: payments, infrastructure, and treasury teams.
  • Regulate fintech: policy, compliance, and legal leads.

SKIP IT IF YOU WANT:

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  • Exclamation marks, emoji, or fluff.
  • Content written for an audience outside the industry.

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FROM THE FINTECHLY NEWSROOM

The Ledger is written by Fintechly, an independent fintech title covering the companies building the rails of modern finance, from London and the UAE. We report the deals, the regulation and the data, for the people inside the industry rather than the people selling to it.

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