Perfect Your Payments

A boutique consultancy specializing in integrated payments, Utopaya offers advisory services to Independent Software Vendors (ISVs), Investors, PSPs, Financial Institutions, and more to optimize their payments strategy.

Unlock Your Payments Potential with Comprehensive Advisory Solutions

Independent Software Vendors (ISV)
Software Investors (Private Equity, Venture Capital, Angel Investors, etc.)
Financial Institutions
Payment Service Providers

Strategy & Opportunity Assessment

A  Strategy & Opportunity Assessment is crucial for integrated payment consulting clients as it offers a thorough evaluation of their merchant portfolio, partner contracts, pricing strategy, and internal payments team.

Through qualitative and quantitative analysis, this assessment provides valuable insights and a comprehensive overview of the clients’ payment potential.

By leveraging both qualitative and quantitative analysis, we provide a holistic view of the payments landscape. Our assessments offer software leaders and investors the knowledge they need to determine the potential value payments can bring to their organizations.

Each assessment includes:

  • A CFO-level financial model
  • Executive Summary in PowerPoint format

Learn more about the process and how to get started.

"Brian is a true thought partner for the PeakSpan team. His expertise across payments, vertical software and healthcare is a true asset for our investment professionals and portfolio companies. We’ve integrated Brian into our team on several occasions and have also valued his direct engagement across our portfolio companies in the healthcare and pet health spaces where he is co-architecting our payments strategy. Brian is always engaged, professional and reliable. We work with several operating advisors at PeakSpan, but when it comes to “impact players” – Brian is at the very top of our list".

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