What smart money is saying about Adyen
2 funds in our archive have pitched Adyen — most recently Generation Investment Management in December 2025.
Adyen N.V. operates a payments platform in Europe, the Middle East, Africa, North America, the Asia Pacific, Latin America. The company's platform integrates payments stack that include gateway, risk management, processing, issuing, acquiring, and settlement services. It offers a back-end infrastructure for authorizing payments across merchants' sales channels, as well as online, mobile, in-store, and APIs; and data insights. The company's platform services a range of merchants across various verticals, connecting them directly to Visa, Mastercard, and other payment methods. Adyen N.V. was incorporated in 2006 and is headquartered in Amsterdam, the Netherlands.
Fund coverage · 2 theses
- Generation Investment ManagementDecember 2025
Adyen is a differentiated global payments platform with a unified modern stack, scale, and long-term culture that create durable moats, improving performance, and a long runway across omni-commerce and embedded finance.
Read the full thesis - Baron International GrowthMarch 2025
Adyen is a Netherlands-based electronic payments platform with a unified technology stack, organic growth, and strong recurring revenues, positioned for significant earnings growth in the expanding digital payment market.
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