Was reading through some small cap fund manager reports and came across a recent IPO - Touch Ventures (ASX: TVL). It appears to be Afterpay's invesment vehicle (aferpay is a major shareholder) i.e. those that approach Afterpay for investment gets referred here. Obviously a few BNPL investments as a result.

Current investments:

Sendle - a virtual parcel courier platform form SMB ecommerce merchants (ordered a few things on line and have seen this being used)

Happay - BNPL in China

Play Tavel  - BNPL for the travel market

Basiz - financial data platform for instiutions and fintechs to analyse customers financial data

Postpay - BNPL in the UAE

Does anyone have any views on it? Or the investments? broker research?

Not sure how this works after Afterpay is acquired by Square - could see more or get cut off compeltly from new opportunities.