Anyma Capital <> Twill: Intro

Date: 2025-04-28 · Duration: 25.399999618530273 min Organizer: Nader Attendees: Nader, charlie@anyma.capital, Mike

Summary

Anyma Capital Overview: Syndicate of wealthy families across Europe/US investing on a deal-by-deal basis. Decision-making in 2-3 weeks. Small team of 5-6; focus on multi-stage, sector agnostic investments.
Strategic Value Add: Example of AI healthcare platform investment—partnered with largest private hospital operator in Europe, enhancing credibility. Anyma brings in industry experts to facilitate openings rather than engage in daily operations.
Twill Founders’ Background: Michael Wright (built PaymentCloud) and Nader Atrchin (data scientist at C3) leveraged extensive market research (100+ calls with SMBs) to understand pain points, leading to the Twill concept.
Twill Product Features: Combines 50+ APIs for data unification, enabling English-based queries on payment analytics. Currently at ~$22,000 MRR with 20 merchants onboard by month-end. Focused on professional services, expanding to retail/franchises.
Revenue Model & Market Positioning: Revenue entirely from payment processing (80-100 bps per transaction). Targeting 35% of SMBs not using integrated platforms—worth $8.5B annually. Competes with Stripe/Square by offering combined payments and analytics.
Funding Goals: Raising $2.5 M a t$ 15-20M valuation. Aims for cash flow neutrality in 4-6 months; funding will

Charlie Hillsdon Review Twill’s extended pitch deck (23:36) Discuss with Anyma co-founder about potential fit and value-add opportunities (24:22) Send additional questions to Michael and Nader in the next couple of days (25:01)

Michael Wright Be prepared to respond to Charlie’s follow-up questions (25:01)

Nader Atrchin Be prepared to respond to Charlie’s follow-up questions (25:01)