Claim Pre-IPO Plaid Shares

Plaid Investment Profile

Secure Your Stake in the Backbone of Digital Finance Before the IPO

🚀 Why This Matters Now

The future of financial services is digital, interconnected, and powered by open finance, and Plaid stands as the backbone of this transformation. Originally a data aggregator connecting fintech apps to banks, Plaid has evolved into a critical infrastructure provider integrated into over 12,000 financial institutions and powering more than 8,000 fintech applications (“Plaid Official Website: Company Overview,” 2025, https://plaid.com/company). In an era when digital finance adoption is mainstream—46% of U.S. consumers regularly use fintech services (“U.S. Fintech Adoption Reaches New Heights,” Deloitte Insights, December 2024, https://www2.deloitte.com/fintech-adoption-2024)—Plaid’sAPIs have become as essential as electricity for the digital economy.

Founded in 2013 and backed by premier investors like Andreessen Horowitz, Silver Lake, Goldman Sachs, and Mastercard (“Plaid Completes Series D Round with Strategic Backers,” PitchBook, April 10, 2021, https://pitchbook.com/plaid-series-d-2021), Plaid recently secured a $575 million investment at a significantly reduced valuation of $6.0 billion (“Plaid Raises $575 Million at Reduced Valuation,” Bloomberg, March 18, 2025, https://www.bloomberg.com/plaid-valuation-2025). With $308 million in revenue for 2023 and projected reaccelerated growth in 2024 (“Plaid Annual Revenue Report 2023,” Business Insider, February 15, 2024, https://businessinsider.com/plaid-revenue-2023), Plaid is positioned to dominate the rapidly expanding open finance market, projected to reach $94 billion by 2029 (“Global Open Banking Market Forecast (2025-2029),” Allied Market Research, November 2024, https://www.alliedmarketresearch.com/open-banking-market-forecast-2025-2029).

We are offering select accredited investors the opportunity to access secondary shares of Plaid at approximately a $6 billion valuation. This represents a unique and compelling private investment opportunity in fintech infrastructure, offering exposure to a category-defining company before its anticipated IPO.

Plaid is not just an API provider. It’s the essential data network underpinning the next era of digital finance—and we believe it could triple in value by 2028.

📌 Quick Snapshot (As of 06/05/25)

💡 The Investment Case

1. Category Dominance

Plaid is the leading open banking intermediary, with connections to over 12,000 financial institutions and embedded in over 8,000 fintech applications, touching nearly 1 in 2 U.S. adults (“Plaid Powers Half of U.S. Fintech Users,” Forbes, January 5, 2025, https://forbes.com/plaid-market-dominance-2025). This dominance creates powerful network effects and a nearly unassailable competitive moat.

2. Scalable Economics

Plaid’s high-margin SaaS model boasts gross margins around 80%, demonstrating powerful scalability (“Plaid Financial Overview,” Crunchbase, accessed June 2025, https://crunchbase.com/plaid-financials). Usage-based pricing aligns Plaid’s revenue growth directly with client success, significantly increasing operating leverage as adoption grows.

3. Strategic Expansion

Plaid’s platform has expanded into identity verification, payments, fraud prevention, and beyond (“Plaid Product Offerings Expand to Payments and Identity Verification,” Finextra, November 2024, https://finextra.com/plaid-product-expansion-2024). Each new service leverages existing integrations and drives deeper customer engagement, substantially enlarging Plaid’s total addressable market (TAM).

4. Regulatory Tailwinds

Regulatory developments, notably the U.S. CFPB’s Section 1033 rule mandating consumer data portability, significantly favor Plaid’s open banking model (“CFPB Finalizes Section 1033 Rule,” CFPB, December 2024, https://www.consumerfinance.gov/cfpb-section-1033-rule). These regulations will accelerate adoption and reinforce Plaid’s critical market position.

5. Proven Investor Confidence

Plaid’s strong backing from elite investors validates its market leadership and strategic value. Key stakeholders like Goldman Sachs, American Express, Mastercard, and J.P. Morgan provide strategic advantages and underscore broad confidence in Plaid’s future growth.

🛡️ Who It’s For

This opportunity is for accredited investors seeking late-stage, growth-oriented exposure to the booming AI and productivity sector. Plaid offers exposure to a widely adopted, mature AI platform that combines innovation, robust business fundamentals, and market leadership.

📬 Ready to Claim Access?

We’re curating the investor group for Rebel Capital’s special purpose syndicate vehicle, Renegade IV-4, acquiring Plaid secondary shares on behalf of members.

👈 Fill in the form to the left...

📝 You’ll receive a confidential term sheet and next steps directly from our team.

Note: This is not a public offering. Access is limited to qualified accredited investors under Regulation D.

🤝 Meet the Rebel Capital Team

Led by a syndicate of trusted operators and technologists:

• John-Michael Scott – GP, Rebel Capital
• Stewart Noyce – GP & Advisor
• Eric DeMarcus – GP & Advisor

🔒 Disclosures

This content is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy securities. All investments involve risk, including potential loss of principal. Past performance is not indicative of future results.