Ann: Investment in Till Payments, page-22

As long as Woodson, APT and insto's are invested as top 20 then no need to panic.

BASIQ for me is the sleeper. Check out who else has backed them in the last round....VISA and NAB says it all.

Sendle is in a great space, plenty of market share to capture in the US, penetration is key.

Till has grown significantly over the last few years as has Preezie. Valuations could surprise in the medium term.

Play Travel will pick up as the market turns.

I like Refundid as a sleeping beauty, it solves so many problems.

Not a big fan of BNPL as the global market is saturated with players. China and UAE have their own niche markets, just as long as the regulators remain favourable