Analysis
Solink announced on October 29, 2026 that it has raised more than $100 million in new funding led by Vertu Capital, with material participation from existing investor Growth Equity at Goldman Sachs Alternatives and new participation from Golub Growth and Comcast Ventures, to expand its AI Vision Intelligence platform.
What Solink does
Solink, headquartered in Ottawa, Ontario, builds a platform that turns existing security cameras into real-time sources of business intelligence, letting operators access footage and analytics remotely through the cloud rather than installing new hardware. The company says more than 35,000 customer locations across 65 countries now use its platform. Mike Matta is Solink's co-founder and chief executive.
Solink's funding history
Solink closed a $60 million Series C in July 2023, led by Goldman Sachs Asset Management's Growth Equity business, with existing investors OMERS Ventures, BDC Capital's Information Technology Venture Fund and ScaleUp Ventures also participating. This week's round, more than three years later, is larger than that Series C and brings in new strategic capital from Comcast Ventures alongside Vertu Capital as the new lead.
“The company says more than 35,000 customer locations across 65 countries now use its platform.”
Who invested in Solink
Vertu Capital led the new round. Golub Growth and Comcast Ventures joined as new investors, while Growth Equity at Goldman Sachs Alternatives -- the renamed continuation of the fund that led Solink's 2023 Series C -- participated again with what the company called "material participation." The repeat backing from Goldman's growth-equity arm suggests continuity of conviction across multiple rounds rather than a new investor base replacing the old one.
Video surveillance and AI vision market
The global video surveillance market was valued at $63.1 billion in 2025 and is projected to grow at a compound annual growth rate of 10.1% through 2035, according to Global Market Insights, a figure Pulse's funding tracker uses as useful sizing context for physical-security AI deals more broadly -- a large pool of incumbent camera and monitoring spend that AI-analytics vendors like Solink are trying to layer intelligence on top of rather than replace outright. Solink's pitch of working with cameras businesses already own, instead of requiring new hardware like some camera-hardware-plus-AI competitors, is a lower-friction sell into multi-location retail, restaurant and hospitality chains, which make up the bulk of its reported customer base. That software-first approach also means Solink's cost of deployment per new location is lower than a hardware-bundled rival's, which matters directly to the unit economics behind a round of this size: fewer dollars spent on cameras and installation per customer location means more of each new dollar raised can go toward sales, support and model development rather than subsidized hardware.
What to watch next
The near-term question is how Solink deploys this capital: whether it's primarily for sales and go-to-market expansion to grow beyond 35,000 locations, or for deeper AI model development to compete with camera-hardware-native rivals. Comcast Ventures' involvement is also worth watching for whether it leads to a distribution or infrastructure partnership beyond a passive investment.
The counterweight to a clean growth story is that Solink has not disclosed revenue, a valuation for this round, or net-new customer growth since 2023's Series C, so the jump from 35,000 locations to whatever scale justifies a round this size is not independently verifiable from public materials.