Kabbage has the pockets and connections to efficiently acquire. They will likely become one of the big ones. Right now (from what I understand) they only have a referral program and not an iso channel. My guess is that changes as their appetite grows. It's hard to become really big in this space without an iso channel. Brick and mortar are much tougher to engage than online merchants where they have limited options and basically a sole funder. Fish in a barrel there.