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Insights

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THEMES
Sep 2, 2026

The Rails Are Built But The Assets Are Trapped

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ILLUMINATE NEWS
Apr 29, 2026
Illuminate Financial Closes $135m Early Growth Fund to Back the Next Generation of AI & Fintech for Financial Services
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THEMES
Apr 9, 2026
Beyond the POC Trap: Why the Context Layer is the Missing Link for AI Agents
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INVESTMENTS
Mar 25, 2026
Our investment in Notch: The Operating System for Regulated Customer Ops
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INVESTMENTS
Feb 5, 2026
Our investment in Turnstile: The new system of record for modern revenue teams
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INVESTMENTS
Feb 5, 2026
Our investment in Fundamental - Unlocking the GPT Moment for Structured Data
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INVESTMENTS
Feb 5, 2026
Our investment in Waffo - Building the Global Monetisation Layer for Digital-First Businesses
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THEMES
Sep 2, 2026
The Rails Are Built But The Assets Are Trapped
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THEMES
Aug 18, 2026
The Space Between Two Ledgers
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INVESTMENTS
Aug 5, 2026
Gladia's exit to OVHcloud: Redefining Audio Intelligence for Enterprise
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INVESTMENTS
Jun 30, 2026
Our Investment in Karta: The Premium US Credit Card for Global Citizens
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INVESTMENTS
Jun 29, 2026
Our Investment in Straiker: The Runtime Security Layer for the Agentic AI Era
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THEMES
May 26, 2026
The AI Gold Rush in Financial Services and Why Most Won’t Strike It Rich
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