CV VC

Next week in Zurich, seven CV VC portfolio companies will be on the ground at #CVSummit 2026. Here is who to look out for: 🔹 GenTwo: turns bankable and non-bankable assets into investable securities through its Zurich-built structuring platform 🔹 Scorechain: provides blockchain analytics and AML compliance for financial institutions, regulators, and crypto businesses worldwide 🔹 BLOCKSPORT: helps sports clubs, federations, and creators monetise fandom through digital engagement and tokenised experiences 🔹 Ponos Technology: builds hardware-accelerated zero-knowledge proof infrastructure for blockchain protocols and appchains 🔹 Vereign AG: gives individuals and organisations control over their own data through self-sovereign digital identity 🔹 Provably: enables AI systems, databases, and blockchains to exchange data that is verifiably correct, not just authenticated 🔹 Chronicle: the onchain verification layer behind BlackRock's tokenised BUIDL fund, Galaxy's $500 million warehouse lending facility, and Sky (formerly MakerDAO) Many of the themes on the CV Summit stage, from tokenisation and digital asset infrastructure to trustworthy AI, are already being put into practice by these teams. You will find them across the Kongresshaus across both days, and for anyone looking to see where these conversations are heading next, they are a good place to start. 📅 29-30 September | Kongresshaus Zurich Join the room: https://lnkd.in/dw7rgVRK

Ahead of CV Summit 2026, we asked CV VC Co-CIOs David Long and Lukas Etter which conversations they will be following most closely in Zurich next week. For both of them, it comes back to AI, and how quickly the technology is shifting from a feature added onto financial products to the foundation they are built on. David Long highlighted: "A year ago, most AI conversations in finance were about pilots. Now the question in every boardroom is how to run AI across the whole business, not just one corner of it. AI Adoption at Scale is the session I would tell anyone not to miss, because that is where you hear how institutions are actually making that shift." Lukas Etter outlined: "I am most interested in what happens when AI stops advising and starts acting. The panel "Agents That Transact: Agentic Payments" gets straight to that point. If agents are going to move money on behalf of people and businesses, the infrastructure underneath has to be ready, and many of the founders we meet are building exactly that." David and Lukas will also take the stage together for a panel titled "Investing in the AI-Native Future", where they will share how CV VC evaluates the founders building for this next phase and where they see the biggest opportunities. If you are joining us at the Kongresshaus Zurich on 29-30 September, come and find them after the panel: https://lnkd.in/dw7rgVRK #CVSummit

🎯 What does a VC focused on the AI-native future actually look for in a startup? In a recent interview, CV VC’s new General Partner Kaya Tilev broke down the three things we weigh up when evaluating early-stage tech & specifically AI companies: 🔹 Domain expertise: Are the founders genuine experts in their field? We want to understand what models they have worked with, what excites them about the category, and how deep their technical fluency actually runs. That depth is what separates a real AI company from a bolt-on. 🔹 Category selection: We look to uncover whether the founder's accumulated knowledge can make an early dent in the category they are entering. It does not need to dominate the space. It needs to create a wedge. Once we see that wedge, it is a signal that the product is doing something genuinely novel, and something customers actually want. 🔹 Sellability: Our third test is whether the product can be sold in its earliest, somewhat immature form. If it is exciting enough, it usually can be. And when it is, we look for a team with someone genuinely passionate about selling. Together, these three tests are how we at CV VC are identifying the most exciting AI projects building for the AI-native future. Read the full interview with Kaya on our journey backing the next generation of AI founders: https://lnkd.in/eAtFAFSj

Congratulations to our portfolio company GenTwo on surpassing USD 8 billion in Assets under Service The milestone caps a remarkable growth trajectory for the Zurich-based B2B fintech, having crossed USD 6 billion in July 2025 and USD 7 billion less than a year later. GenTwo enables asset managers, banks, family offices, and financial intermediaries to securitise and structure any asset off-balance-sheet, with the ease and speed that have made it the global leader in assetization. Read the full announcement: https://lnkd.in/eBxrYNM6 🌟 Congratulations to Patrick Loepfe, Philippe A. Naegeli, and the entire GenTwo team on this achievement!

🏁 Our portfolio company BLOCKSPORT has been named the Founding Official Digital Community Partner of FORMULA AFRICA™. The partnership will see Blocksport power the FORMULA AFRICA™ Super App, the digital home for one of Africa's most ambitious youth ecosystems, connecting sport, education, technology, and opportunity for the next generation across the continent. It also marks the first Founding Strategic Partner role in a new model FORMULA AFRICA™ is building: rather than traditional sponsorship, strategic partners each bring specific expertise to one connected platform. For Blocksport, that expertise sits at the intersection of mobile-first technology, community engagement, and digital infrastructure for the sports industry, exactly the toolkit needed to serve a youth-led ecosystem at continental scale. Speaking on the announcement, Blocksport CEO Vládimir Liúlka noted: "Africa's youth represent the world's most dynamic future, and driving engagement through innovative, mobile-first technology is at the very core of what we do at Blocksport." Congratulations to Vladimir and the entire Blocksport team on a milestone that reflects both the ambition of what FORMULA AFRICA™ is building and the calibre of what Blocksport delivers. Read the full announcement here: https://lnkd.in/e-Kz9Fzw Learn more about BLOCKSPORT and the full CV VC portfolio: https://lnkd.in/e7xztRbM

Applications for the Hub71+ Digital Assets Cohort 20 are now open. Apply now: https://lnkd.in/egeNNsFm Operated by Elixir Capital, a CV VC Company, this is your opportunity to join Abu Dhabi’s flagship tech ecosystem, backed by Mubadala, Abu Dhabi Department of Economic Development, and ADGM. Be part of a global ecosystem of 400+ startups, supported by 150+ partners across VCs, corporate partners, family offices, government, and academia. Startups that have joined Hub71 have collectively raised over $2B and closed 209+ commercial deals worth $204M. The Hub71+ Digital Assets track is designed for Seed to Series A startups ready to scale from the UAE to the world. Discover more about the The Hub71+ Digital Asset track & apply before August 21st: https://lnkd.in/dhgqNcTb

🌍 Africa's tourism sector generates billions in annual revenue. And yet, a meaningful share of that value has historically leaked out through payment processing costs before it reaches the businesses delivering the experience. Our portfolio company TurnStay was recently featured in TechCabal, outlining how they processed over R1 billion ($60.6m) in travel payments in the first half of 2026, helping hotels, safari lodges, tour operators, and villa agencies across the continent reduce the cost of accepting international bookings. The mechanism matters. Traditional cross-border processing can cost African merchants as much as 8% per transaction. By combining a merchant-of-record model with modern payment rails, including stablecoins for cross-border settlement, TurnStay is bringing that down to as little as 1.6%. That is not marginal. It is the difference between tourism revenue leaving the continent and staying on it. This is precisely the kind of vertical-specific payment infrastructure we back at CV VC: deep domain expertise applied to a structural inefficiency that global rails were never built to solve. Congratulations to Alon Stern, James Hedley, and the entire TurnStay team. Read the full article in TechCabal using the link in the comments