Activant Capital

Our latest article is live: 👉: https://lnkd.in/d6h5daBn RegTech is quietly becoming one of the biggest winners of FinTech. 📈 While other sectors slowed in 2022, RegTech grew from $11.8B to $18.6B. Why? Because in an age of tariffs, trade barriers, AI disruption, and tech-driven fragmentation, compliance has become a competitive advantage. ✅ Regulators are using AI to enforce rules in real time. The manual era of checklists is over.  ✅ Compliance now touches every function and border, from FinTech to pharma. Failures like Credit Suisse and FTX were warnings. Companies that treat compliance as a cost centre will be the ones that don’t survive the next wave. This isn’t just an industry trend, it’s an opportunity to rebuild compliance infrastructure for a digital world. Are you ready to flip the script? Let us know what your thoughts are in the comments! AnChain.AI, Notabene, Deeploy, Credo AI., Calvin Risk, Fiddler AI, Scorechain, TRM Labs, Chainalysis, Solidus Labs, Holistic AI #VentureCapital #RegTech #Compliance #Deregulation

Hackers don’t hack, they log in! 🚨 Cybersecurity is a $200B industry, but despite all the measures companies take, they still suffer data breaches. And over 50% of security breaches stem from stolen credentials. Why? Because identity security is often the biggest and most overlooked security. Whether it’s because users don’t enable multi-factor authentication or because session cookies are hijacked, credential theft is soaring. So how do you keep your business and your employees safe? Keep watching to learn how you can protect your business from the inside out. Read the full article here: https://lnkd.in/dqyJGeRz #Cybersecurity #SoftwareDevelopment

Our team had a great time shooting some video content where we shared industry insights and thought leadership nuggets. 📹 Check out the behind-the-scenes footage and keep an eye on our page to see our industry leaders in action behind the camera! Can’t wait for the videos? Learn more about how we help businesses scale by visiting our website: https://lnkd.in/d9MX6m4D #GrowthPartners #VentureCapital

AI agents will take over the workplace, but can we trust them? 🤖 As these systems are tasked with making more decisions and handling sensitive data, they’re set to become cybersecurity’s biggest blind spot. Here are four reasons why that’s a problem: 1. Traditional security focuses on humans. 2. NHIs are a major vulnerability. 3. AI growth means more attack vectors. 4. AI agents can be exploited. The solution? Dynamic authentication, machine identities, and AI-driven monitoring to regulate AI agents in real-time. Check out this video to learn about what you can do to safeguard your business. 🔒 Read the full article here: https://lnkd.in/dtmfu-zP #VentureCapital #AI

𝗢𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗮𝗿𝘁𝗶𝗰𝗹𝗲 𝗶𝘀 𝗹𝗶𝘃𝗲 👉: https://lnkd.in/dPKwUG-E Construction is one of the last frontiers of digitization—and the opportunity is massive. The industry is responsible for 14% of global GDP but has barely moved the needle on productivity in decades. With just 1.4% of revenue going toward tech, inefficiencies are everywhere—and the $15 trillion market is ready for disruption. Activant’s latest ConTech deep dive breaks down where the biggest opportunities lie—think 𝗼𝗿𝗰𝗵𝗲𝘀𝘁𝗿𝗮𝘁𝗶𝗼𝗻 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲, 𝗽𝗿𝗲-𝗰𝗼𝗻𝘀𝘁𝗿𝘂𝗰𝘁𝗶𝗼𝗻, 𝗮𝗻𝗱 𝗽𝗿𝗼𝗷𝗲𝗰𝘁 𝗰𝗼𝗻𝘁𝗿𝗼𝗹𝘀. And it’s not just theory anymore. From AI-driven tools to robotics, startups are attacking every part of the value chain. 💭 𝗧𝗵𝗲 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻 𝗶𝘀 𝗻𝗼 𝗹𝗼𝗻𝗴𝗲𝗿 𝗶𝗳 𝗰𝗼𝗻𝘀𝘁𝗿𝘂𝗰𝘁𝗶𝗼𝗻 𝘁𝗲𝗰𝗵 𝘄𝗶𝗹𝗹 𝘁𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺 𝘁𝗵𝗲 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆—𝗯𝘂𝘁 𝘄𝗵𝗼 𝘄𝗶𝗹𝗹 𝗹𝗲𝗮𝗱 𝘁𝗵𝗲 𝗰𝗵𝗮𝗿𝗴𝗲. Read the full article for more insights, and let us know your thoughts in the comments! 👷 🚀 Kroo, Agave, Novade Solutions, Procore Technologies, Aptix, Fieldwire by Hilti, ALICE Technologies, PermitFlow, Planera, Inc, Tangible, OpenSpace, DRAWER AI, Doxel, comstruct, Green Badger, PLOT Jobsite Procurement & Deliveries , Fexillon, Visibuild, Dusty Robotics, Brickeye, Odin, Canvas, Haaven, Modulize, Trunk Tools, Inertia Systems, Snaptrude, Buildots, Cosuno #GrowthPartners #ScalingStartups #VentureCapital #ConTech

Our latest article is live! 👉 https://lnkd.in/dtmfu-zP Here's what's inside: AI Agents are the hottest topic in enterprise software. And while many of these discussions are still theoretical or experimental, they will become real very soon - 82% of organizations will implement AI agents in production within three years, with AI agents expected to make 15% of daily business decisions. With such rapid adoption of an experimental technology will come obvious security risks. We believe that enterprises will best address these risks by ensuring that agents conform to a zero trust security approach, and that means starting with authentication. Enterprises must leverage the existing tooling in place for managing auth for non-human identities. However, the challenges to this are two-fold: 🔷 Securing NHIs is already a problem that is out of control and 🔷 Agents are going to create fundamentally new risks We think that this will create massive tailwinds for NHI security companies like Token Security, Aembit, Entro Security, Clutch Security, Astrix Security, Oasis Security and Teleport. But at the same time, new infrastructure is emerging to integrate agents with the critical apps and data that they will need to get their jobs done. Anon, Jentic, Arcade.dev & Composio are building this integration layer specifically for agents, with authentication mechanisms as a key feature. But, we see four key changes in this nascent technology emerging to adequately secure AI Agents: ◼️ AI Agents will get distinct identities, not those of their users ◼️ Issuing access privileges must be context-aware, just-in time and short-lived ◼️ New, native monitoring and alerting systems will emerge ◼️ Data security tools will be integrated to limit sensitive data exposure 💭 We think that AI-native authentication could be a wedge to build the next Okta. What do you think? If you're working in this space, please reach out to Jonathan Vickery, Andrew Steele, Gregory Rawbone-Viljoen

📢 𝗗𝗼 𝘆𝗼𝘂 𝘁𝗵𝗶𝗻𝗸 𝘁𝗵𝗮𝘁 𝗰𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝗮𝗿𝗲 𝗮𝗱𝗲𝗾𝘂𝗮𝘁𝗲𝗹𝘆 𝗶𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗶𝗻 𝗗𝗮𝘁𝗮 ❓ A successful AI implementation has three critical pillars: data, software/models and compute. However, it feels like we only hear about two of those. Anthropic just raised $3.5bn following announcements that OpenAI may raise $40bn. The market is swooning after AI software companies - AI jumped to 37% of all VC funding in 2024. Of course, Nvidia has been dominating headlines since 2022. Yet, we don't hear much about the companies powering the data infrastructure that underpins AI. All successful implementations of AI in enterprise settings have a critical data element. AI systems cannot be islands. They must be fine-tuned on enterprise data to perform well at specific use cases. They must use enterprise data to generate insights that can inform business decisions and increasingly, they must do so in real-time: placing a significantly high standard on the underlying data infrastructure. Deepseek R1 rattled the markets by matching the quality of a model (OpenAI's o1) that was released a few months earlier. However, this only brings attention to a fact that was true before R1's release: large language models are one of the most rapidly depreciating assets in history. And while there is little doubt that with their deep advantage in leading edge GPUs, deeply integrated CUDA software and infiband networking, Nvidia will continue to be a leader in the GPU market for years to come. But, with H100 GPU rental prices falling over 70% from their peak, its clear that access to Nvidia's technology will not be reserved for a select few. When access to GPU resources is costly but accessible, and models depreciate in just months, many firms will be left with nothing but UI innovation and data to differentiate their AI products, projects and businesses. We see a few critical pillars of data benefitting. Of course, operational databases like MongoDB and PostgreSQL Global Development Group will see an increase in consumption when AI shifts from training to inference. but this will also create opportunity for multi-modal databases like SingleStore and SurrealDB as the multi-modal demands of AI place pressure on fragmented database stacks. ETL Will be a critical task, but the orchestration engines being built by Dagster Labs and Matia will take that a step further as DataOps is required to underpin successful AI deployments. Securiti.ai, Skyflow and Lakera are building critical infrastructure that will ensure that AI can access data securely. Finally, as AI drives the shift to unlock unstructured data, the companies underpinning the new unstructured data pipeline will become focal, like unstructured.io, bem and Superlinked. ➡️ Read more here: https://lnkd.in/dSk8YeAf If you have views on this theme or are building in this space, please get in touch. #data #ai #dataanalytics

Congratulations to Scott Woody and the team at Metronome on the $50mn Series C. Activant Capital couldn't be happier to be partnering with such an exciting company! 🚀

🚀 𝗩𝗲𝗿𝘁𝗶𝗰𝗮𝗹 𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗜𝘀 𝗛𝗮𝘃𝗶𝗻𝗴 𝗔 𝗠𝗼𝗺𝗲𝗻𝘁 🌐 The software industry is shifting, with 𝗩𝗲𝗿𝘁𝗶𝗰𝗮𝗹 𝗦𝗮𝗮𝗦 leading the way. Gone are the days of one-size-fits-all enterprise solutions—tailored, industry-specific tools are now outperforming horizontal software with 𝗵𝗶𝗴𝗵𝗲𝗿 𝗿𝗲𝘁𝗲𝗻𝘁𝗶𝗼𝗻, 𝗳𝗮𝘀𝘁𝗲𝗿 𝗮𝗱𝗼𝗽𝘁𝗶𝗼𝗻, and 𝗯𝗲𝘁𝘁𝗲𝗿 𝗲𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆. 📈 𝗪𝗵𝘆 𝗩𝗲𝗿𝘁𝗶𝗰𝗮𝗹 𝗦𝗮𝗮𝗦 𝗶𝘀 𝗪𝗶𝗻𝗻𝗶𝗻𝗴: 1. Pre-configured for industry needs, reducing complexity. 2. Integrated fintech and AI unlocking 𝟮–𝟱𝘅 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 𝗴𝗿𝗼𝘄𝘁𝗵. 3. Industries like construction, healthcare, and manufacturing are primed for disruption. Take Toast, the $12B restaurant operating system. Its tailored approach, AI tools, and fintech integration turned it into an essential industry backbone—and a model for Vertical SaaS success. 👉 Which industry do you think is ripe for the next Vertical SaaS wave? Share your thoughts below! https://lnkd.in/dwcwvzxw Raken ALICE Technologies Doxel Versatile Tulip Interfaces MakinaRocks Instrumental Inc. Curai Health Qventus, Inc Verdant Robotics Benson Hill Aerobotics Roofstock Zillow Better Canary Technologies SiteMinder ELSA, Corp MagicSchool AI #SaaS #VerticalSaaS #DigitalTransformation

𝗧𝗿𝗮𝗻𝘀𝗳𝗲𝗿 𝗣𝗿𝗶𝗰𝗶𝗻𝗴 𝗧𝗲𝗰𝗵: 𝗧𝗵𝗲 𝗡𝗲𝘅𝘁 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗟𝗲𝘃𝗲𝗿 𝗳𝗼𝗿 𝗖𝗙𝗢𝘀  For too long, 𝘁𝗿𝗮𝗻𝘀𝗳𝗲𝗿 𝗽𝗿𝗶𝗰𝗶𝗻𝗴 (𝗧𝗣) 𝗵𝗮𝘀 𝗯𝗲𝗲𝗻 𝘁𝗿𝗲𝗮𝘁𝗲𝗱 𝗮𝘀 𝗮 𝗰𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲 𝗯𝘂𝗿𝗱𝗲𝗻—a necessary but costly exercise to satisfy regulators. But that mindset is changing. 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗧𝗿𝗮𝗻𝘀𝗳𝗲𝗿 𝗣𝗿𝗶𝗰𝗶𝗻𝗴 (𝗢𝗧𝗣) 𝗮𝗻𝗱 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗧𝗿𝗮𝗻𝘀𝗳𝗲𝗿 𝗣𝗿𝗶𝗰𝗶𝗻𝗴 (𝗦𝗧𝗣) 𝗮𝗿𝗲 𝘁𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗶𝗻𝗴 𝗧𝗣 𝗳𝗿𝗼𝗺 𝗮 𝗯𝗮𝗰𝗸-𝗼𝗳𝗳𝗶𝗰𝗲 𝗵𝗲𝗮𝗱𝗮𝗰𝗵𝗲 𝗶𝗻𝘁𝗼 𝗮 𝗽𝗼𝘄𝗲𝗿𝗳𝘂𝗹 𝗱𝗿𝗶𝘃𝗲𝗿 𝗼𝗳 𝗲𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆, 𝗽𝗿𝗼𝗳𝗶𝘁𝗮𝗯𝗶𝗹𝗶𝘁𝘆, 𝗮𝗻𝗱 𝘁𝗮𝘅 𝗼𝗽𝘁𝗶𝗺𝗶𝘇𝗮𝘁𝗶𝗼𝗻. 🔹 𝗢𝗧𝗣 ensures real-time, dynamic intercompany pricing that adapts to market shifts—reducing errors, cutting costs, and improving compliance.  🔹 𝗦𝗧𝗣 aligns tax strategy with corporate strategy, turning TP into a tool for effective tax rate (ETR) reduction and value creation. 💰 The impact? A 𝟭% 𝗿𝗲𝗱𝘂𝗰𝘁𝗶𝗼𝗻 𝗶𝗻 𝗘𝗧𝗥 can drive millions in additional net income, making TP one of the most overlooked levers for improving margins. Companies that fail to modernize and implement an STP or OTP tool, will be leaving money on the table. Our latest research explores why TP is at a critical inflection point and how 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻, 𝗔𝗜, 𝗮𝗻𝗱 𝗶𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗲𝗱 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺𝘀 are paving the way forward.  𝗗𝗶𝘃𝗲 𝗶𝗻𝘁𝗼 𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗿𝗲𝗽𝗼𝗿𝘁 to discover the startups redefining the future of transfer pricing. 𝗦𝗲𝗲 𝘁𝗵𝗲 𝗹𝗶𝗻𝗸 𝗶𝗻 𝗰𝗼𝗺𝗺𝗲𝗻𝘁𝘀 ⬇️ Aibidia Exactera EXA AG Loctax Optravis LLC Reptune (formerly TP Tuned) Caribou ArmsLength AI