Paystack's YC Application (W2016) - Building Africa's Stripe

8 min read

Company Overview

Application Season:YC W2016
Company:Paystack
Current Status:Acquired by Stripe
Total Funding:Acquired by Stripe for $200M+
Market Size:$100B+ (African Digital Payments Market)
Current Valuation:$200M+ (Acquisition)

Progress at Application

Time Spent14 months
StagePrivate Beta with 12 pilot merchants

Founder

Shola Akinlade

Co-founder & CEO

Built payments infrastructure for banks, founded first startup in 2010

Full-time

Key Strengths

Paystack's application demonstrated deep domain expertise, strong market understanding, and impressive early traction in a challenging market.

Deep domain expertise in paymentsStrong existing traction with waitlistClear market need and positioningStrategic banking partnershipsDeveloper-first approach

Application Deep Dive

Describe your company in 50 characters or less.

APIs and tools to enable merchants accept payments in African Markets

Clear Value Proposition

Concise description focusing on key value (enabling payments) and market (Africa)

Key Takeaway:Keep core proposition simple and geographically focused
positioningmarket-focus

What is your company going to make?

Software and services needed for merchants in Africa to accept online payments from local and international customers. We provide a full stack APIs and we'll securely collect, encrypt, transmit and store customer card information in a highly protected vault and offer continuous anti-fraud and charge back protection services. To make these happen we've partnered with Access Bank (the third Largest Bank in Nigeria) and we've built a PCI Compliant payments infrastructure and APIs.

Comprehensive Solution

Outlines complete payment stack including security, compliance, and partnerships

Key Takeaway:Address all critical components of financial infrastructure
infrastructurecompliancesecurity

Strategic Partnerships

Highlights key banking partnership demonstrating institutional backing

Key Takeaway:Show how you've overcome regulatory barriers
partnershipsmarket-entry

How far along are you?

Private Beta. We are piloting with a dozen merchants and we have hundreds of merchants on our waiting list.

Market Validation

Shows strong demand through waitlist without marketing

Key Takeaway:Demonstrate organic demand through waitlist metrics
tractiondemand

Do you have revenue? How much revenue?

$1,300

Early Revenue

Shows ability to monetize even in early beta stage

Key Takeaway:Early revenue proves business model viability
revenuevalidation

What is your monthly growth rate?

We are currently growing our waiting list at 10x, and transaction volume at 15x.

Rapid Growth

Exceptional growth in both users and transactions without marketing

Key Takeaway:Show exponential growth even from small base
growthmetrics

Why did you pick this idea to work on? Do you have domain expertise in this area? How do you know people need what you're making?

When i founded my first startup in 2010, we needed a way to accept payments online, there was no solution locally, we had to work around using Avangate BV and creating accounts in the UK. 5 years later, there's still no easy way. I spent the entire 2014 implementing payments and disbursement solutions for Banks and i realized that most of the infrastructure needed to build a full stack payments API already existed, and it just needed someone to do the hardwork of putting it all together and doing all that is necessary. The demand for Paystack is amazing, we haven't done any PR or Marketing and we're growing our waiting list at 10x monthly, just from word of mouth.

Founder-Market Fit

Personal experience with problem combined with professional expertise

Key Takeaway:Demonstrate deep understanding from multiple angles
domain-expertisefounder-experience

Market Validation

Strong organic demand validates market need

Key Takeaway:Let market traction speak for itself
market-validationorganic-growth

What's new about what you're making? What substitutes do people resort to because it doesn't exist yet?

What's new? In Nigeria.. there's still no way to accept recurring payments or one click payments. The incumbents are big co's owned by banks and are not interested in innovating. Substitutes, creating US or UK companies so they can use UK or US payment processors and then find ways to send the money back.

Market Gap

Identifies specific missing features and incumbent limitations

Key Takeaway:Target gaps left by incumbents' lack of innovation
market-opportunitycompetition

User Pain Points

Highlights complex workarounds users currently employ

Key Takeaway:Show how current solutions are inadequate
user-needmarket-gap

Who are your competitors, and who might become competitors? Who do you fear most?

We have 3 types of competitors: (1) Local Financial Institutions (2) Global Payment cos and (3) Local non-Financial Institutions. Local FI's are not able to progress because they mostly buy white label solutions. Global companies like Stripe and Braintree are competitors but it will be difficult for them to meet the needs of the African Merchants. It's easy for them to offer Bitcoin or Apple Pay integration but what about Verve Cards (a pan African card scheme), or Mobile Money or other local card schemes?

Competitive Analysis

Clear segmentation of competitor types with specific limitations

Key Takeaway:Understand and articulate competitive advantages
competitionmarket-analysis

Local Advantage

Highlights importance of local market knowledge and integrations

Key Takeaway:Position local expertise as competitive moat
competitive-advantagelocal-market

What do you understand about your business that other companies in it just don't get?

Well, we're firstly developers, then business owners, and merchants so we can feel the pain from a developer and merchant perspective. every other person right now seems to be more interested in their vested interests.

Multi-perspective Understanding

Team combines technical, business, and user perspectives

Key Takeaway:Show deep understanding from multiple stakeholder views
market-insightuser-empathy

How do or will you make money? How much could you make?

Transaction fees. 1.9% + 50cents

Simple Revenue Model

Clear, straightforward pricing similar to global standards

Key Takeaway:Use proven pricing models in new markets
pricingbusiness-model

How will you get users?

We're already getting users by word of mouth. We're active in the local developer community, we'll reach out to merchants directly, and we'll signup merchants via integration with existing services (Shopify, eventbrite, woocommerce) Our banking partner has also asked that we onboard thousands of Merchants that are their customers.

Multi-channel Growth

Combines organic growth with strategic partnerships and integrations

Key Takeaway:Leverage multiple acquisition channels
growth-strategypartnerships

Please describe the breakdown of the equity ownership in percentages among the founders, employees and any other stockholders.

Shola — 80% Employee Pool — 10% Advisory Pool — 10%

Equity Structure

Clear allocation with significant pool for employees and advisors

Key Takeaway:Plan for future team growth and alignment
equityteam-building