Solink, an Ottawa company focused on AI video intelligence for existing security cameras, has raised US$100 million in new growth funding. The round was announced on October 29, 2026, and it shows how much investor money is flowing into AI that watches the physical world.
Toronto private equity firm Vertu Capital led the deal. Goldman Sachs Asset Management’s growth unit returned as an investor, and Golub Growth and Comcast Ventures joined as new backers.
What Solink Actually Does
Solink connects to cameras that stores and restaurants already have installed. Its software then pairs that video with point-of-sale data, so it can flag events like an employee entering a discount.
Relevant clips are sent to the cloud, where managers can search them and get alerts about unusual activity. The company says about 500,000 cameras at more than 35,000 locations in 65 countries now feed into its platform.
Customers use it for more than theft prevention. Drive-through speed, restocking, and safety hazards are also common uses.
Funding Details at a Glance
| Detail | What was reported |
|---|---|
| Amount raised | US$100 million in growth capital |
| Lead investor | Vertu Capital |
| Other investors | Goldman Sachs growth unit, Golub Growth, Comcast Ventures |
| Share going to the company | About 90 percent; the rest bought out early investors |
| Total raised to date | More than $198 million |
| Valuation | Not disclosed |
Why AI Video Intelligence Is Heating Up
Solink added AI agents for perimeter security and loss prevention earlier this year. Those agents run on edge devices and do not need special cameras.
Its command center product for security operations teams also gained vision language models in March. The goal is to filter out false alarms before a human operator ever sees them.
CEO Mike Matta says the new money will mostly build an “intelligence layer” that supports these agents. He expects agents and related tools to bring in more than 40 percent of revenue within three years, up from under 10 percent today.
AI Video Intelligence by the Numbers
Matta says Solink uploads more than 750 million hours of video a month. The company reports revenue growth above 40 percent a year and expects to pass $100 million in annual revenue by April.
It now has about 350 employees, roughly four times its headcount in 2021. Customers include franchisees and owners of well-known restaurant and retail brands.
- Cameras connected: about 500,000
- Customer locations: more than 35,000
- Countries: 65
- Planned next step: AI agents that turn camera data into instructions for store managers
What This Means for You
If you run a store, restaurant, or warehouse, this is a sign that your old camera system may soon do much more than record footage. Many AI business tools are moving in the same direction, from passive recording to active recommendations.
It also raises fair privacy questions. Cameras that track employees and customers need clear policies, so ask vendors how data is stored and who can search it.
For a broader view of where this is heading, see our guide on AI agents guide, and our explainer on AI threat detection. You can also browse more stories in AI news.
Sources
Primary source: none was published by the company that we could read. Reporting from SiliconANGLE and The Globe and Mail.
Conclusion
Solink’s $100 million round is a clear bet that AI video intelligence will become a standard part of running physical businesses. The company plans to use the money to build smarter agents on top of the cameras customers already own, and the key question is how well it handles privacy as it grows.
