2026 is off to a fast start. Our portfolio becomes agentic!

Big news! We started 2026 strong with Argo

We have invested in the first tranche of the round of Argo Corporation, the AI-native public transit company. It is a full-circle story: Laura González-Estéfani and Argo CEO Praveen Arichandran know each other from their Facebook days.

Argo is live in Toronto with a vertically integrated, AI-native transit system: intelligent routing that groups riders in real time, next-gen transit vehicles and operations, and a model built to scale to other cities.

It is the kind of company we like to back: a hard problem, a technical team and a product already running in the real world. Congratulations to Praveen Arichandran and the whole Argo team.

Analytics un-boxed: Count’s new AI agent

Most AI analytics tools hand you an answer and no way to check it. Count, the collaborative data canvas, just launched Count Agent to kill that black-box problem. It works out in the open on the canvas, with logic and visualisations you can edit.

The perk: most AI asks you to trust it blindly, Count lets you audit, edit and riff with it in real time. Congratulations to CEO Ollie Hughes and the whole Count team.

Tonic Easy Medical leading the era of agentic clinical AI

A win for the team in Portugal: Tonic Easy Medical took the Prémio Tecnologias da Saúde 2025 at the Portugal Ventures Awards.

Tonic is an agentic AI co-pilot for doctors and a Class IIa-certified medical device. It automates medical reporting and supports pharmacological decisions, so clinicians spend less time on admin and more time with patients.

Congratulations to founder and CEO Daniela Seixas and the whole Tonic team.

The future of logistics with SimpliRoute’s agentic suite

SimpliRoute is expanding into a full AI-powered logistics suite: SimpliTMS for centralised transport management, ADA, its AI agents handling delivery incidents and real-time queries, and NetZero for carbon footprint tracking.

Fewer manual tasks, fewer errors and better operational decisions. You can book a demo with the team to see the suite running.

The WealthTech blind spot: Sidekick

A podcast episode worth your time: Matthew Ford, founder of Sidekick, sits down with Griffin to talk about the HENRY paradox: high earners who are not rich yet.

They dig into the gap between robo-advisors and private banking, and what it takes to build wealth products for the people stuck in between. Worth a listen if you are building for that segment.