Solink Secures Over $100 Million for AI-Powered Physical Store Intelligence
Ottawa-based Solink scales its surveillance platform to transform physical retail operations using AI.
1Strategic Investment Round
Ottawa-based Solink raised over $100 million USD in a strategic funding round led by Vertu Capital. The capital includes primary and secondary shares, with participation from Goldman Sachs, Golub Growth, and Comcast Ventures. This investment aims to solidify Solink’s position as a global leader in the emerging AI vision intelligence industry.
2Evolution of Surveillance
Solink is transitioning from a cloud-connected surveillance platform into a provider of AI-powered business intelligence. CEO Michael Matta emphasizes that physical retail environments are chaotic and lack the data-driven insights common in digital commerce. The company intends to help operators understand physical context, intent, and operational inefficiencies through advanced reasoning layers.
3Operational Value Extraction
Beyond traditional security, Solink utilizes AI to analyze the 99 percent of surveillance footage typically left unseen. The platform identifies store-level factors like missing products or long checkout lines that negatively impact sales. By acting as a digital sidekick, Solink enables store managers to optimize physical space and execute business priorities effectively.
4Addressing Privacy Concerns
Amidst public backlash regarding surveillance technologies, Solink maintains a distinct business model. The company does not install cameras, instead leveraging existing hardware, and explicitly avoids biometric data collection. Data remains strictly under the control of the business owner and is never shared with third parties or police without a legal warrant.
5Rapid Market Scaling
Solink has demonstrated aggressive growth, currently operating in over 35,000 customer locations across 65 countries. The platform ingests more than 750 million hours of video monthly, supporting major brands like Gap, Domino’s, and Tim Hortons. The company reported a 241-percent revenue growth rate over the past four years, according to Deloitte’s 2026 rankings.
6Strategic Roadmap Expansion
The new funding will support an ambitious AI roadmap, including an upcoming hardware launch for on-premises AI agent hosting. This shift reduces reliance on external data centers for processing. Furthermore, a new reselling partnership with Comcast Ventures provides a significant channel to reach the telecom giant’s extensive network of restaurant and retail partners.
7Shifting Addressable Markets
CEO Michael Matta believes the company has expanded its total addressable market from $70 billion to a trillion-dollar opportunity. As industries shift spending from manual security guards toward automated technology, Solink aims to capture this transition. The company is positioning itself as a global business that happens to be headquartered in Canada.
8Future Industry Outlook
Solink’s trajectory reflects a broader trend of AI intelligence penetrating the physical world over the next three years. By moving beyond simple video recording to actionable business intelligence, the company is redefining retail operations. This investment ensures Solink remains at the forefront of the physical-to-digital intelligence shift in global retail markets.