A theory on Stripe

I saw Stripe on CNBC today.  They do online payments for developers and have raised money from some very big names.

Regardless of their revenue stream, they have a lot of value to these investors. Stripe's customers are generally start ups (they also have a lot of retail stores) and they can track their revenue in real time. This gives their investors access to additional information for judging potential investments and can put new companies on their radar. 

I wonder if the people at Stripe will be able to monetize this value. Done properly, it should be worth much more than the $20 million they recently raised.