Investor update · Q2 2026
Ahead of the Trend
Three of the founders we backed early, presenting live. Plus where the funds stand, and an open Q&A with the partners.
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Can’t make it? Register anyway — we’ll send you the recording.
The market
Almost every software company now calls itself an AI company. Very few are.
The distinction our technical diligence exists to find is between companies that use AI as a component and companies whose product could not exist without it. That second group is small, hard to find, and where the returns sit.
Two things changed this year. Enterprises moved AI out of pilots and into production, so demos became procurement. And agentic systems shipped, so software began executing work rather than informing it. Both favour the application layer — and that is where we invest.
Presenting live
Three companies we backed early
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01
Dublin
Securing the AI stack itself
A UCD spin-out encrypting AI operations end to end — data, embeddings, outputs — with fully homomorphic encryption. Enterprises get AI into production without exposing what it runs on.
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02
Dublin
AI that runs the deal, not the CRM
Reads live deal behaviour across a company’s systems, finds where a deal is going wrong while it is still winnable, and tells the team what to do next.
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03
United Kingdom
Your AI partner development manager
Finds new referral and affiliate partners, runs the outreach, tracks the deals and pays the commissions — automatically. Partnerships without the headcount a partnerships team normally needs.
The session
Ninety minutes
- 16:00
The state of AI investing in the UK and Ireland
What changed in the last six months, and where the capital is going.
- 16:15
AI News + Companies Update, Q2 2026
New investments, follow-ons, portfolio milestones, and where we deploy next.
- 16:30
Mirror Security
Securing the AI stack itself.
- 16:45
Overpath
AI that runs the deal, not the CRM.
- 17:00
Souk
Your AI partner development manager.
- 17:15
Funds Update and Q&A
On the portfolio, the market, and the funds.
- 17:30
Close
Who it’s for
Who should attend
- Existing SVV limited partners, Fund II and Fund III
- Family offices and private investors with a venture allocation
- Institutional and private market investors following AI in the UK and Ireland
- Founders and operators who want a read on the market
If you have never heard us present before, this is a good place to start.
The firm
Why SVV
- Backing AI since 2017. First investments and first generative AI exit before the cycle began.
- Entrepreneur led. Every partner has founded and run companies.
- Technically qualified. Mostly computer science and engineering backgrounds — other European funds bring us in to run the diligence.
- Sovereign anchored. British Business Bank and Enterprise Ireland.
- Whole-market view. Thousands of companies a year across the UK and Ireland.
- Exits, not just marks. Most recently Getvisibility to Forcepoint.
Registration
Reserve your place
Handled through Zoom. Under a minute, and the joining link arrives straight away.
Zoom Webinar Register for the webinar Opens the Zoom registration page in a new tabWe’ll send a reminder on the morning of the session, and the recording afterwards.
After the session
Our partners stay on the line once the session closes. If you’d like to talk to us about the portfolio, the funds, or anything you’ve seen on the day, say so when you register and one of the team will be in touch.