In terms of Quadpay, I think your July number is well undercooked. By my estimates they did ~$300m in March (noting TTV for the quarter was $762m) so should be comfortably over $400m by July (possibly over $500m). I am estimating December (month) TTV for Quadpay of $700m-$800m. I have very limited visibility on Twisto and Spotti, but growing monthly TTV by around 10x and 25x respectively in a period of 5 months seems beyond the realms of possibility to me (at its peak growth, Afterpay was achieving just over 4x between July and December).
Future Revenue Forecast & Nasdaq Valuation, page-26
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