Newsletter | February 2026
February update: 2026, we are on a roll
27 February 2026
While the market news cycle moves fast, we release our quarterly VC Benchmark with intentionality. Now that the initial noise has settled, this final look back helps us ground ourselves in where we have been. The data is telling: Q4’25 was not a slowdown but a concentration of capital, with global investment up 13% to $113B.
We have moved past growth at all costs and into a season of substance and quality. Technical depth and strategic moats are what matter now.
READ THE BENCHMARKThis February edition reflects that transition. SimpliRoute’s AI agent made its TV debut, Sidekick closed an £8M Series A, and Plexigrid was recognised for the software rewriting grid efficiency. Our portfolio is doing the work in a market that has stopped rewarding the noise.
Beyond the numbers, the countdown to TheVentureCity Summit 2026 has officially begun. Three months to go, and the first large wave of invitations is already out, so check your inbox and that sneaky spam folder. This year’s theme, Back to the Future, is about choosing optimism in the middle of uncertainty and focusing on what we can actually build next.
News from our portfolio
SimpliRoute’s AI agent made its CNN debut

The last mile in logistics is moving from passive tracking to active, autonomous resolution. SimpliRoute is leading that shift, and ADA, its advanced AI agent, was recently featured on CNN Chile alongside founder Álvaro Echeverría.
ADA does not just notify teams of problems, she resolves them: escalating security protocols during theft alerts, or calling customers on WhatsApp to coordinate delivery windows. Moving from notifying to solving is a big leap in operational efficiency.
Also worth reading: SimpliRoute’s latest manifesto on how AI is making the supply chain invisible, from founder and CEO Álvaro Echeverría and the team.
Learn morePlexigrid wins Best Software Solution

The power grid is the most critical infrastructure we have, and it was not built for mass electrification. Plexigrid provides the software brain to monitor and optimise electricity in real time, turning the grid into an intelligent, flexible ecosystem.
The team reached a milestone in Madrid: Best Software Solution for Electrical Grid Efficiency at the V Startup and Entrepreneurship Awards by La Razón. As we shift toward EVs and renewables, software efficiency is no longer an option, it is the prerequisite. Big congrats to the whole team.
Learn moreMoonflow and Puntored: redefining debt collection in Mexico

Collections is one of those processes everyone tolerates and nobody likes. Moonflow, the AI-driven debt collection operating system, announced a historic alliance with Puntored, Mexico’s largest collection network.
By linking Moonflow’s AI engine directly to 50,000 physical and digital touchpoints, the partnership connects autonomous debt management with the actual infrastructure of repayment: real-time reconciliation, AI agents that negotiate with debtors, and borrowers who can pay instantly at the country’s most extensive network.
In a market where growth at all costs has been replaced by efficiency, Moonflow is proving that the future of recovery is about removing friction. More on the alliance with Puntored.
Learn moreDoubling down on Sidekick’s £8M Series A

Sidekick is dismantling the barriers to private markets and liquidity that have sidelined retail investors for decades, and this month we announced our participation in their £8M Series A round. Sophisticated wealth management should not be reserved for the ultra-wealthy.
Matt Ford is a repeat founder and it shows: Sidekick covers investing, savings, private markets and lending, bringing tools once reserved for private banking to a much broader audience, without the complexity. Thousands of customers already trust it with their capital. We are proud to back him alongside Eos Ventures and the Development Bank of Wales. Sky News covered the round. Sidekick has also just launched its first Crypto ETN on the London Stock Exchange.
Learn moreCount is a G2 Best Software winner for 2026

Build first, chase hype never. Count has been named a G2 Best Software Award winner in the Analytics category, a reward for building a platform teams actually use to solve real problems.
Count combines a flexible, collaborative canvas with deep data capabilities, and its AI agent lives inside that canvas rather than in a separate chatbot, so teams can analyse data, generate visualisations and decide in real time. Congratulations to Ollie Hughes and the whole team.
LEARN MOREBrandLovers AI is redefining cash flow for the creator economy

Great founders fix broken systems. In the creator economy, waiting up to 120 days to get paid is still the standard. This month BrandLovers AI challenged that with CreatorPay, which lets creators access their earnings the moment content goes live, while brands keep their usual payment cycles.
By removing four-month wait times, Rapha Avellar and his team are doing more than optimising a marketplace, they are treating creators as essential media partners. More in their announcement.
LEARN MOREHarmony Baby Nutrition’s momentum

Harmony Baby Nutrition is bringing infant formula into the 21st century. The sector has relied for decades on cow’s milk and harsh processing that one in five babies simply cannot tolerate; Harmony uses biotechnology to create formulas that mimic human breast milk.
Its first product, Melodi, has already shown a 61% higher sensory acceptance rate than standard hypoallergenic options. After a $5.8M milestone from the Brazilian Development Bank and Finep, the team is raising its latest round to scale the biotech. The Latin Times covered the story.
LEARN MOREPassing the torch: Spotahome’s next chapter
Text Link
Spotahome, a leader in European proptech, changed the long-term rental market by making it fully digital: tenants book homes through high-quality video tours and professional photos, with no in-person visits and far more transparency.
After our follow-on investment in 2025, we stay committed as the company enters a new chapter. Founder Alejandro Artacho has handed over the CEO role to Eduardo Garbayo, the company’s former COO. Eduardo’s leadership will be key to scaling the legacy Alejandro built over the last decade.
LEARN MORERecommended reads
Carta
Deal volume tightened, but the quality over quantity era is here: founders trading SaaS-only bets for hardware and biotech, with post-money SAFEs and geographic decentralisation setting the new standard.
Sander Vaessen, LinkedIn
Despite the talent drain narrative, Europe is outpacing the US in bootstrapped unicorns, 144 to 95. Founders are staying self-sustaining longer between rounds, and capital scarcity is breeding a more resilient kind of outlier.
This is some text inside of a div block.
What happens when abundant AI destroys the velocity of money? A scenario where AI’s success creates Ghost GDP and a white-collar unemployment spiral, turning tech optimism into systemic deflationary risk by 2028.
TheVentureCity highlights
Over in Miami, Laura hosted the latest Endeavor Table Talk on behalf of TheVentureCity. Founders and ecosystem leaders got together to talk openly about growth, hard decisions and the responsibility that comes with building companies that shape much more than a market. Proud to keep building alongside our friends at Endeavor.
Meanwhile, Álvaro Sanz joined Target 8.9, Wayra and Rappi for a global discussion on how AI and connectivity are reshaping travel distribution. Beyond shiny demos, the conversation focused on how specialised AI layers across intent, orchestration and forecasting can solve systemic industry problems and distribute demand more intelligently.
And a few days ago we brought together a small group of CTOs for a breakfast built around open conversation: how AI is changing roles, teams and companies, and the challenges of scaling tech in fast-moving environments. No decks, just shared experiences. Thanks to AWS for hosting, and to Garoe González, our VP of Data & Analytics, for co-moderating with the AWS team.
Tools we love (and built)
Open roles across our network
Our job board keeps getting bigger, now featuring over 590 opportunities across the network.
Browse through these and 590+ more on our job board.
Explore rolesGet the next edition in your inbox
Once a month: news from our portfolio, venture data from our VC Benchmark and what we’re reading. Subscribe with the form below.