Welcome to the March installment of Fin Capital's newsletter. It’s been a busy month for the team and our portfolio companies.

Setting Sail in Japan: We announced the planned opening of our Tokyo office as our Asia headquarters on March 4th! We see incredible opportunities to support our portfolio companies in engaging with end-customers (banks, asset/wealth managers, insurers, and corporates) and evaluate investments in the growing number of seasoned entrepreneurs in Japan. It appears that Warren Buffett is similarly bullish! Berkshire Hathaway recently announced it is increasing its stakes in Japan’s five biggest trading houses and “wants to own them forever.” The firms are deeply entrenched in global supply chains, managing capital for essential industries like raw materials and logistics, offering stability and growth potential. Despite the Nikkei recently seeing some weakness, we believe this investment from Berkshire, who has predominately only invested in US companies, is a strong indicator for Japanese public markets and we are seeing similar opportunities in privates. 

Big Tech M&A: The Wiz/Google deal made headlines this week, as it will be Google’s largest acquisition to date. The partnership will expand Google Cloud’s reach to Wiz's existing customers and enhance its security competitiveness against rivals like AWS and Microsoft Azure. Wiz’s growth has skyrocketed in the 5 years since inception, scaling to ~$1B in ARR. This deal represents strong optimism that President Trump's antitrust enforcers may be more open to M&A in cases where it provides the US a leadership position. While we’ll have to wait and see if this deal gets approved, we are excited to see the pick-up in M&A activity despite the recent volatility in public markets. 

Stablecoin Tailwinds: The U.S. Senate Banking Committee recently cleared a bill, the GENIUS Act, to regulate stablecoin issuers. With that first committee approval, stablecoin oversight is a significant step closer to law in the U.S. The bill seeks to clarify who can issue a stablecoin and what the requirements are, including: reserves, disclosures, and redemption procedures. The biggest game changer will be enabling banks to move money (we are coming for you SWIFT!) and settle in stablecoins – the speed, cost, and access will improve dramatically. In other stablecoin news, USDC has become the first and only global dollar stablecoin to become approved for use in Japan. This milestone strengthens Japan’s position in the regulated crypto market and paves the way for broader stablecoin adoption in traditional finance.  

The Latest GTM Navigator  

Check out our latest GTM Navigator episode with Riya Grover, Co-Founder & CEO of Sequence and Lauren Houpt, Operating Value Associate, to discuss billing & pricing best practices.

We hope in this edition you’ll gain insights into how to choose the right billing vendor, emerging pricing trends, and how to prepare for pricing changes.

On a Limb Podcast

Don't miss Mechanical Orchard’s, On a Limb podcast, where Logan Allin, Fin Capital Founder & Managing Partner, joined Irene Sandler, host & Chief Marketing Officer, to discuss complex infrastructure challenges in financial services.  

How I Invest Podcast

In David Weisburd’s most recent, How I Invest, episode Logan Allin, shares how Fin Capital uses AI to predict startup success and evaluate founder potential. He discusses key traits of successful founders, the advantage of repeat founders, and how AI is transforming venture capital and fintech.

Events

• We had an awesome time at our Fintech & Brews event during Fintech Meetup! A big thanks to TTV Capital for co-hosting with us. Always a pleasure bringing the fintech startup and investor community together!

• April 21-25: NYC Fintech Week 

  • Fin Sponsorship: We’ll be sponsoring the Fintech is Femme Leadership Summit taking place during NYC Fintech Week, secure your tickets here. 

Portfolio Spotlight

It’s been a busy month, sharing some of the latest moments from across portfolio…

• Congratulations to Bridge, Elevate, Opto Investments, Talos, and Refine Intelligence for being featured in the FinTech Breakthrough awards! 

• Circle and BNY announce partnership to enable clients to send money to and from the stablecoin company to buy or sell UDSC. 

• Congratulations to DailyPay for being ranked as the #1 Adopted Financial Wellness Employee Benefit by HR Dive.  

• Congratulations to Figure for being featured in Fast Company’s 10 Most Innovative Companies in Finance & Personal Finance. 

• Greenlight and WSFS Bank announce partnership to help increase financial literacy among kids and teens. 

• Onevest partners with Envestnet to enable enterprises in the Canadian market to offer more curated customer experiences.  

• Polly announces partnership with Uplist, offering loan officers access to real-time insights to improve borrower assistance and engagement. 

• Congratulations to Synctera on their latest raise and being named one of Forbes’ America’s Best Startup Employers of 2025. 

• Congratulations to Ternary on being named an IDC Innovator for FinOps & Cloud Cost Transparency. 

• Thoropass Co-Founder & President, Eva Pittas, was named in Forbes’ Female Founders 500. Congratulations, Eva! 

• Vestwell collaborates with the Vermont Student Assistance Corporation (VSAC) to power its education savings program.  

What We’re Reading

INDUSTRY RESEARCH 

• OnDeck + Ocrolos: Small Business Cash Flow Trend Report (Read More) 

• Circle: Executive Insights on the State of the USDC Economy 2025 (Watch Here) 

• Insight Partners: Do Less to Drive More Impact in 2025 (Read More) 

BLOGS, PODCASTS AND VIDEOS 

• OpenYield: Automating Fixed Income Podcast (Listen Here) 

• Fintech R&R: Zing...and They’re Gone (Read More) 

• OnlyCFO’s Newsletter: IPO Preparation Guide (Read More) 

• Common Room: The AI SDR is Dead, Long Live the AI SDR (Read More) 

• Growth Unhinged: A Very Tactical Guide to ABM in 90 Days (Read More) 

• Generative Value: The Future of Foundation Model Business Models (Read More) 

• First Round: How to Make Your First Sales Hire (Read More) 

• MKT1: Guide to Signal-Based Campaigns (Read More) 

• Future of Prospecting: AI Prompts for Sales Managers (Read More) 

• The SaaS Barometer: 2025 B2B SaaS Marketing Benchmarks (Read More) 

Thanks for reading!

We are grateful for your partnership and support, and welcome any feedback you have. We’ll see you next month with more!

-The Fin Capital team

_Disclaimer

_{This material is provided for informational purposes, and it is not, and may not be relied on in any manner as, legal, tax or investment advice or as an offer to sell or a solicitation of an offer to buy an interest in any fund or investment vehicle managed by Fin Venture Capital Management LLC (“Fin”) or its affiliates. Content obtained from third-party sources, although believed to be reliable, has not been independently verified as to its accuracy or completeness and cannot be guaranteed. Fin has no obligation to update, modify or amend the content of this post nor notify its readers in the event that any information, opinion, projection, forecast or estimate included, changes or subsequently becomes inaccurate.}