Company
Fin is an AI agent that autonomously resolves customer service queries, developed by Intercom and agreed to be acquired by Salesforce.
The Series A led by Ribbit Capital takes AIUC's total funding to $55M, paying for quarterly audits of a standard that Cursor, Harvey, KPMG and four other named vendors certify against, and for a push up to frontier models.
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The AIUC-1 standard runs an agent through roughly 5,000 risk and attack combinations and has to be renewed every quarter. Eleven Labs used its certificate in February to buy insurance covering a voice agent that misinforms a customer.
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A $40M Series A led by Ribbit Capital pays for AIUC's move from auditing application-layer agents into underwriting frontier models, on its founders' argument that enterprise pilots stall in security review.
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Salesforce added Agentforce to about two dozen product names last October and has now taken it off its flagship sales and platform pages. The agent pitch in the copy is unchanged, and the company has not explained the reversal.
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Salesforce is reportedly talking to Listen Labs at $2bn, four times the startup's valuation eight months ago and 67 times its $30m of annualised revenue. The seller's refusal of a signed round looks well timed.
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Listen Labs walked away from a signed $125m round at $1.5bn, which on the numbers leaves its existing holders about 45 per cent better off if the Salesforce talks close. Its smaller rival still carries the richer multiple.
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Daniel Dines has been back at UiPath for 27 months and its ARR growth has halved since he returned, Aneel Bhusri owns an 11% guide at Workday, and the cleanest rebuild of the three sold at nine times recurring revenue.
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A 23% one-day move rewarded an EPS figure that doubled while operating income stayed flat, and the arithmetic behind it runs through a $2,613M investment mark-up and 141 million shares retired on borrowed money.
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The arrangement is unannounced and covers only select accounts, yet it lands in a market where Intercom and Zendesk already bill per resolution and most buyers still say they would rather meter consumption.
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Kroll's Summer 2026 report shows a near-record number of software deals and, once the Cursor purchase comes out, one of the thinnest dollar totals on record. Its own subsector table shows the Rule of 40 no longer explaining price.
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cRPO of $33.5bn, up 14%, is the metric the market trades on. $440m of Informatica revenue now sits inside the subscription line that feeds it. Back out the current portion and the remainder grew about 8%.
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Adjusted EPS came in at $5.90 against a $3.27 consensus. The revenue beat was 0.26% and the full-year raise 0.43%, which is where the question about agents and seats actually sits.
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Contracted revenue due in the next twelve months grew 14%, faster than the full book. But the $200 million guidance raise is, arithmetically, the two pending acquisitions.
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