Yes, their sales team has really only started actively selling...

Yes, their sales team has really only started actively selling the last 9 months - it was all word of mouth before.

I would call a lot of the businesses they sign up medium sized as they have hundreds of thousands of unique website visitors every month.

They seem to be the 2 number BNPL provider in Canada (Population 38 million), and there's no reason why they can't be number 2 in the US. Has anyone done extensive research into Klarna, Affirm and Quad Pays US numbers and growth rates?