New platform signals the firm’s broader commitment to AI-driven legal practice — automating document-intensive case qualification while keeping attorneys in command of every legal decision.

LOS ANGELES, July 27, 2026 — S4 Capital’s Monks Technology Services, in partnership with Watts Law Firm LLP, today announced the launch of an AI-powered case qualification platform — the latest and most visible step in the firm’s deliberate, firm-wide move toward AI-enabled legal practice.

Purpose-built for AI-enabled intake and workflow management, the platform transforms one of the most complex, document-heavy processes in modern legal practice. It securely ingests claim documentation, extracts and validates critical data, evaluates eligibility against defined legal criteria, estimates recoverable damages, and assembles qualified, attorney-ready case files — in minutes rather than hours. Every case remains subject to attorney review before any legal action is taken.

For Watts Law, the platform is not a one-off experiment. It reflects a conviction, shared across the firm’s leadership, that the next generation of legal advocacy will be defined by firms that pair elite legal judgment with intelligent operations. By removing repetitive administrative work from the intake process, the firm’s attorneys and paralegals are freed to focus where they create the most value: legal strategy, client advocacy, and complex decision-making at scale.

“Our clients expect both precision and speed,” said Mikal Watts, Founder of Watts Law Firm LLP. “AI allows us to remove the operational bottlenecks surrounding case qualification while preserving the legal judgment that only experienced professionals can provide. This platform is the beginning of a much larger ambition for how this firm practices law.”

Developed by Monks Technology Services, the system unites AI-powered document processing, configurable rules engines, workflow automation, and structured human review in a single operational platform — with complete auditability at every step.

“What Watts Law is doing puts them at the front of a shift the entire legal industry is about to go through,” said Karan Chetal, Chief Growth Officer of Monks Technology Services. “This isn’t a firm bolting AI onto an old process — it’s a firm re-architecting how legal work gets done, with technology doing the heavy lifting and lawyers doing what only lawyers can. That’s the model we believe wins, and Watts Law is proving it in production.”

Designed with scalability in mind, the platform’s core architecture readily extends to a wide range of high-volume practice areas, including mass torts, class actions, and personal injury. Watts Law plans to leverage this AI-enabled foundation across additional practice areas as part of its ongoing operational evolution.

About Watts Law

Watts Law is an innovative legal organization dedicated to delivering top-tier legal advocacy and services. Known for its forward-thinking approach to practice management, Watts Law is investing decisively in artificial intelligence and modern legal operations to better serve its clients and lead in complex, high-volume legal landscapes.

About Monks Technology Services

Monks Technology Services helps enterprises and professional organizations apply artificial intelligence, custom software development, and modern technology practices to complex business workflows. As a strategic modernization partner, Monks designs and implements tailored technology solutions that drive efficiency, scalability, and long-term business growth.

About Monks S4 Capital

S4 Capital is a purely digital advertising and marketing services business built for global, multinational, regional, and local clients and millennial-driven influencer brands. The business operates through two data and digital media driven Practices: Marketing Services and Technology Services, emphasising ‘faster, better and more efficient’ execution in an always-on consumer-led environment. Its unitary structure positions the Company as a systems integration partner delivering real-time relevance in the post-agency era.

The Company now has approximately 6,200 people in 34 countries with approximately 82% of net revenue across the Americas, 12% across Europe, the Middle East and Africa and 6% across Asia-Pacific. The longer-term objective is a geographic split of 60%:20%:20%. Marketing Services accounted for approximately 91% of net revenue and Technology Services 9%. The target allocation is a practice split of 75%:25%.

Sir Martin Sorrell was CEO of WPP for 33 years, building it from a £1 million ‘shell’ company in 1985 into the world’s largest advertising and marketing services company, with a market capitalisation of over £16 billion on the day he left. Prior to that, Sir Martin was Group Financial Director of Saatchi & Saatchi Company Plc for nine years.

Media Contacts

Monks Technology Services Media Relations Contact: Sarah Murray Email: [email protected]

SOURCE Monks

• The TactaBot™ combines the company’s Tacta Hand, Skill Capture, and “Dexterous Intelligence” AI engine to bring human-level dexterity and touch to robotics for the first time.
• The Tacta Hand delivers unprecedented dexterity, precision, strength, and industrial-grade reliability over millions of cycles, finally unlocking high-value tasks for robotics.
• The company will deploy the technology with best-in-class manufacturers across the electronics, AI infrastructure, and automotive industries in early 2027.

PALO ALTO, Calif., July 27, 2026 — Tacta Systems, a company that is pioneering Dexterous Intelligence for robotics, today unveiled its technology for the first time. The company’s first product, the TactaBot™, is made up of three groundbreaking components—the Tacta Hand, Skill Capture, and a Dexterous Intelligence AI model—that work together seamlessly to create the world’s most capable, scalable, and adaptable robotic hands for high-value work. The TactaBot is already in high demand among the world’s largest electronics, AI Infrastructure, and automotive manufacturers.

With these advances, Tacta is solving three of the hardest problems in robotics. First, the Tacta Hand finally achieves the dexterity, precision, and strength needed to perform high-value manufacturing tasks, with a design that sustains that level of performance for millions of factory cycles. Second, with its Dexterous Intelligence AI engine and sensory system, Tacta is imbuing robots with a human-level sense of touch, without which it is impossible to automate high-value tasks in manufacturing. The company’s Skill Capture system, powered by the Tacta Glove™, is the third breakthrough, enabling it to build the world’s most complete dataset for dexterous tasks and rapidly teach robots new skills.

The Tacta Hand With Fluidic Tendon™ Actuation

Tacta Hands are based on the company’s proprietary Fluidic Tendon actuation technology, a design that far surpasses traditional motor- and cable-driven alternatives. The human-scale hands include 15 independently actuated joints, each capable of human-like precision along with the strength and speed required for industrial tasks. This novel actuation technology is serviceable in minutes and reliable for millions of cycles in factory-level conditions.

The World’s Most Advanced Tactile Sensor

To provide Tacta Hands with the ability to touch and feel the world as well as humans, Tacta developed the world’s most advanced tactile sensor. Smaller than a grain of sand, each sensor recognizes the full dynamic range of human touch from 250 pascals to 700,000 pascals. Each sensor is sensitive to both the barely-there weight of a settling feather and the driving force of an industrial clamp. The sensor samples 400 times a second, fine enough to read the texture of human skin, and resolves temperature within a tenth of a degree.

The Tacta Glove & Skill Capture System

That same sensor lives in the Tacta Glove, the key to the company’s groundbreaking Skill Capture system. In contrast to language-based AI models, today’s AI models for robotics are severely limited by a lack of relevant real-world data. Traditional approaches to data collection, such as teleoperation and human-operated grippers, are unscalable, impractical, expensive, and collect incomplete datasets.

Tacta’s Skill Capture system instead relies on the Tacta Glove, which can be deployed immediately, without training, and worn naturally by workers as they complete complex tasks. The Tacta Glove and Skill Capture system record force, motion, video, and temperature data directly from workers on the factory floor, producing the most complete record of human skill. Every hour of work performed with the Tacta Glove further compounds Tacta’s Skill Capture dataset.

Building Dexterous Intelligence

The Tacta Glove and Skill Capture system work together to train the company’s Dexterous Intelligence AI model, which enables the Tacta Hand to perform tasks with an unprecedented level of precision and adaptability.

Tacta’s Dexterous Intelligence system is first pretrained with a diverse set of tactile skills collected by the company’s Skill Capture system. Utilizing that same Skill Capture system to gather task-specific data at customer factories, Tacta then fine-tunes its AI models to perform more complex operations and adapt to new, long-tail situations. This approach significantly reduces the training time required to learn new skills and dramatically increases the success rate for automating high-value tasks.

The TactaBot Unlocks Robotics For High-Value Manufacturing

The TactaBot combines the Tacta Hand, Skill Capture, and Dexterous Intelligence system into one product that is finally able to take on the high-value, labor-intensive tasks that automation has never been able to perform. Those tasks include building precision electronics, seating connector cables, and assembling wire harnesses. Automating these tasks is vital to bringing advanced manufacturing back to the United States, especially at a time when the domestic workforce for this kind of skilled labor is shrinking.

TactaBot is scheduled to ship in early 2027 for deployment with initial customers across the electronics, AI infrastructure, and automotive manufacturing industries. Over time, Tacta plans to extend the same platform to higher-precision domains, including medical devices, aerospace, and defense.

A World-Class Team With Decades of Experience

Tacta was founded by a proven, multidisciplinary team with decades of experience in advanced manufacturing and robotics. Across the organization, Tacta team members have successfully developed, commercialized and scaled world-leading products in the precision manufacturing, sensing, and robotics industries. Between them, co-founders Andreas Bibl (Executive Chairman) and Vikram Pavate (CEO) have sold companies to Apple, Fujifilm, and Lockheed Martin.

Touch Unlocks A Trillion-Dollar Market in Robotics

“Everyone is talking about a trillion-dollar market for robots, but the technology isn’t there yet, because robots still can’t use their hands,” said Vikram Pavate, co-founder and CEO of Tacta Systems. “The hand is the hardest problem in robotics, and it can’t be solved without touch. We built the entire stack, the hands, the sensing, and the intelligence, so robots can finally do the physical work our economy depends on, and so we can start bringing that work home.”

“Nearly every major technology trend of the next decade will be built on hard tech, and dexterous manipulation is one of the hardest and most valuable problems in the space,” said Wen Hsieh, Founding Managing Partner of Matter Venture Partners. “This is a team that has built and scaled category-defining hardware before, more than once. They are among the very few in the world capable of solving this, and they have clearly built the best robotic hands in the world.”

“Replicating the dexterity, sensitivity, and resilience of the human hand is the challenge that has long defined robotic manipulation. Tacta is unlocking this breakthrough by developing a full-stack solution enabling robots to perform complex, dexterous tasks that only human hands have been capable of. We’re excited to work alongside Tacta as they pioneer the future of robotic manipulation and enable new capabilities in industrial automation,” said Will Fung, Principal, Woven Capital.

About Tacta Systems

Tacta Systems™ is pioneering Dexterous Intelligence for robotics. Tacta’s first product, the TactaBot™, combines the Tacta Hand—the world’s most advanced robotic hand for manufacturing—along with the Tacta Glove Skill Capture system and a proprietary Dexterous Intelligence AI engine to bring human-level touch to robotics for the first time. The end result is technology that empowers robots to sense, adapt, and manipulate the physical world with human-like precision and speed. Based in Palo Alto, California, and founded by serial entrepreneurs who previously sold companies to Apple, Fujifilm, and Lockheed Martin, Tacta has raised $75 million from investors including Matter Venture Partners, America’s Frontier Fund, SoftBank, Woven Capital, B Capital, Yazaki Innovations Inc., EDBI, Sojitz Corporation, CDIB-TEN Capital, B5 Capital, and Tyche Partners. For more information, visit tactasystems.com.

Media Contact:
Haymaker Group
[email protected]

SOURCE Tacta Systems

Veteran of Meta, Google, and Uber joins the team building the leading AI roleplay platform following its $40M Series B and 1 million user milestone

SEATTLE, July 27, 2026 — Yoodli, the AI-powered experiential learning platform that uses AI roleplays to help teams practice high-stakes conversations, today announced the appointment of Kartik Murthy as Vice President of Product. Murthy officially joins the company July 27 and will lead product strategy and execution as Yoodli scales its platform for global revenue teams.

Murthy brings more than 17 years of product leadership spanning AI, consumer software, hardware, and learning. He joins Yoodli from Coalition, the cyber insurance leader, where as Head of Product for Security, AI, and Expansion he led teams that shipped generative AI features across the core product, automated more than 30% of servicing tasks, and expanded into five new markets, more than tripling international revenue. Previously, he led the product management team behind Ray-Ban Stories, Meta’s first wearable device, from inception through launch, drove Uber’s international expansion of Rides and Eats, and served as VP of Product at edtech platform Subject, making Yoodli a return to his roots in learning technology.

“At over 1 million users and 900% revenue growth, our constraint isn’t demand, it’s how fast we can build the right things. Kartik has spent his career solving exactly that problem, from launching Meta’s first wearable to tripling Coalition’s international revenue. He builds, he ships, and he thinks about product the way we do,” said Varun Puri, CEO and co-founder of Yoodli.

The appointment comes during a period of rapid growth for Yoodli., achieved 900% year-over-year revenue growth, and closed a $40M Series B led by WestBridge Capital, bringing total funding to $60M at a $300M valuation. Enterprise customers including Google Cloud, Snowflake, Databricks, and RingCentral use Yoodli’s AI roleplays to build readiness across revenue teams, with results like 15,000+ reps certified at Google Cloud and 1,600+ manager hours recovered per quarter at Snowflake.

“I’ve built products across AI, hardware, and learning, and the pattern I keep seeing is that people improve through practice, not content. Yoodli is the first experiential learning platform built for enterprise, and the team ships with a velocity I’ve rarely seen. There’s never been a better time to build, and there’s no better place to build than here,” said Murthy.

At Yoodli, Murthy will lead the product organization as the company scales its platform for the world’s largest revenue teams. His mandate includes deepening the realism of Yoodli’s AI roleplays, strengthening the platform’s enterprise capabilities, and expanding the Learn → Practice → Do loop across enablement, L&D, leadership, and partner teams.

Murthy is based in Seattle and will work from Yoodli’s headquarters at Pier 70.

About Yoodli

Yoodli is an AI-powered experiential learning platform that helps people practice and improve communication skills through personalized AI roleplays, adaptive coaching, and real-time feedback. Trusted by enterprises worldwide, Yoodli enables learners to build confidence, measure progress, and perform when it matters most. Learn more at yoodli.ai or visit us on LinkedIn. 

Welcoming Kartik Murthy as Yoodli’s VP of Product

We’re thrilled to share that Kartik Murthy is joining Yoodli as our VP of Product, effective July 27.

Kartik brings more than 17 years of product leadership across some of the most demanding consumer and enterprise environments in tech. Most recently, he was Head of Product for Security, AI, and Expansion at Coalition, the cyber insurance leader, where his teams shipped generative AI features across the core product, automated more than 30% of servicing tasks, and expanded into five new markets to more than triple the company’s international revenue. Before that, he was VP of Product at Subject, the edtech platform formerly known as Emile Learning, and spent over four years at Meta, where he led the product management team that took Ray-Ban Stories, Meta’s first wearable device, from inception to launch.

His resume also includes leading the cross-functional teams behind Uber’s global expansion of Rides and Eats, including launching Uber Eats in India and Korea, leading Quora’s first international expansion, product management on search internationalization at Google, and program management at Microsoft. He holds both a bachelor’s and master’s degree in electrical and computer engineering from Carnegie Mellon University.

Why this matters for Yoodli

Yoodli is at an inflection point. We recently crossed 1 million all-time users, grew revenue 900% year over year, and raised a $40M Series B led by WestBridge Capital to bring AI roleplays to enterprise revenue teams around the world. As demand for experiential learning accelerates, our product roadmap has never been more ambitious.

That’s where Kartik comes in. He has spent his career building products that scale across markets, languages, and platforms, from zero-to-one hardware launches at Meta to global expansion at Uber. That combination of AI depth, enterprise rigor, and international scale is exactly what Yoodli needs as we grow our platform for the world’s largest revenue teams.

“We just crossed 1 million users and grew revenue 900% year over year, and honestly that’s the easy part. The hard part is what comes next: turning a product people love into a platform the world’s largest enterprises run their most important conversations on. Kartik has done this before. He took Meta’s first wearable from zero to launch, tripled Coalition’s international revenue, and built PM teams that use AI to move faster than anyone thought possible. He’s a builder first, and that’s the kind of product leader Yoodli needs at this stage,” said Varun Puri, CEO and co-founder of Yoodli.

In Kartik’s words

“The cost of building software is heading toward zero, which means the companies that win won’t be the ones that ship the most features. They’ll be the ones with the clearest conviction about what to build. Yoodli has that conviction: practice is how people get better at high-stakes conversations, and AI roleplays finally make practice scalable. I’ve spent my career on 0 to 1 products and global expansion, and before I ever talked to the team, I’d already built AI roleplay prototypes on my own weekends because I believe in this space that much. Joining Yoodli at this moment, with this team and this momentum, was an easy call.”

Kartik is based in Seattle, joining us at our Pier 70 headquarters, and we couldn’t be happier to have him leading product as we build the future of experiential learning.

Welcome to the team, Kartik.

Yoodli is a secure, experiential learning platform that uses AI roleplays to personalize real-life practice and transform how organizations learn and prepare. Learn more at yoodli.ai.

Media Contact:
Sage Quiamno
[email protected]
+18082321321

SOURCE Yoodli

New admin features unlock critical visibility into AI usage, customizable employee limits, model access controls, and company-wide spend caps

BOSTON, July 27, 2026 — CollectivIQ, the world’s first AI consensus platform for business intelligence, today announced new tiered pricing and enterprise control capabilities designed to help organizations manage their AI usage with greater visibility, accountability, and cost discipline.

Many enterprises are confronting runaway token consumption and unpredictable model costs. Gartner forecasts that enterprise AI spending will reach $2.59 trillion globally, a 47%  increase year-over-year, underscoring that AI has become one of the largest technology investments in the enterprise, and one that now requires stronger financial guardrails. CollectivIQ’s new pricing tiers and controls give business leaders a more practical way to monitor usage, manage costs, and track ROI, while responsibly scaling AI across their organization.

CollectivIQ unifies leading LLMs, including ChatGPT, Gemini, Claude, Grok, and others, into a single consensus-driven platform, enabling users to query multiple models at once and receive one synthesized, annotated answer. With its newest pricing and control features, CollectivIQ adds another layer of enterprise value by helping companies align AI usage with business priorities, employee needs, and budget requirements.

New pricing and control capabilities include:

• Model Tiering: CollectivIQ now organizes leading models into defined access tiers, giving companies a more structured way to balance performance and cost. Enterprise administrators can customize access by employee, including the ability to limit use of higher-cost or premium-tier models based on role, department, business need, or budget.
• Company-Wide and Individual Spend Caps: Administrators can set restrictions that apply to the entire organization to manage total AI spending and prevent unexpected usage spikes, while also establishing daily cost and token limits for individual employees, giving teams flexibility while maintaining clear boundaries around consumption.
• Employee and Company-Wide Usage Insights: CollectivIQ now gives leaders visibility into AI usage at both the employee and organizational level, allowing them to understand adoption patterns, identify high-value use cases, track tangible outcomes from AI use, and manage spending more effectively.
• Auto Mode: CollectivIQ can automatically select the appropriate model tier based on prompt complexity, helping teams avoid using premium models for simple tasks while preserving access to higher-performing models when the work demands it.

Together, these controls give enterprises a more complete and personalized operating model for AI adoption. Single-model systems often force companies into rigid contracts, closed ecosystems, limited integrations, rising costs, and a vendor roadmap that may no longer reflect their needs. They can also put company data, institutional knowledge, and long-term flexibility at risk. CollectivIQ gives organizations a different path, allowing employees to access the best models for the work at hand. At the same time, leaders retain the oversight needed to manage costs, reduce waste, protect enterprise intelligence, and scale AI responsibly.

“When we began deploying AI across our own organization, we needed to understand who was using which models, what they were spending, and where AI was creating real value,” said John Davie, CEO of CollectivIQ and Buyers Edge Platform. “We could not find a platform designed for that level of oversight, so we built it. These new pricing tiers and controls give enterprise leaders a practical way to manage AI spend while preserving employees’ access to the best tools for their specific tasks.”

This release is the latest expansion in CollectivIQ’s role as the controlled intelligence layer for enterprise AI. The platform’s multi-model consensus approach helps businesses compare outputs from leading LLMs, surface disagreements, identify bias, and reduce the risk of hallucinations before decisions are made. By pairing that intelligence layer with tiered pricing, spending caps, usage analytics, and background activity controls, CollectivIQ now gives companies a more governed way to deploy AI across the workforce while giving enterprises a clearer command of the economics, accuracy, and accountability required to scale AI effectively.

About CollectivIQ

CollectivIQ is the intelligence layer for the AI era, unifying leading LLMs into a single consensus-driven platform that delivers more accurate, secure, and cost-efficient insight. Founded by the leadership team behind Buyers Edge Platform, CollectivIQ was built to bring accountability, governance, and economic alignment to enterprise AI adoption. Learn more at www.collectiviq.ai.

SOURCE CollectivIQ

Betting on AI services over software, Freight Hero executes brokers’ back-office work with AI Agents, backed by human Heroes

DURHAM, N.C., July 27, 2026 — Freight Hero, an AI company that fully manages freight brokers’ back-office operations, has closed a $5 million seed round. The round was led by Field Ventures, with Flybridge Capital, Tip Top VC and Front Porch Venture Partners joining in.

Freight brokerage is a $19 billion industry bleeding margins. The Great Freight Recession, overcapacity, soft spot rates, and climbing insurance, labor and tech costs turned a slow decline into a real threat. Technology was supposed to be the fix. In fact, 41% of brokers already use some form of AI or automation, per Truckstop.com. So far, it hasn’t worked.

“Everyone in this industry is selling AI as a technology product, and that’s the mistake,” said André Luis Martins Filho, founder and CEO of Freight Hero. “When you sell broker software and promise results, you’re handing them the responsibility to make it work. ROI depends on implementation, adoption and change management, which are hard to get right. We do the opposite. Brokers pay a flat fee per load, and we run it end-to-end as an extension of their team. If it doesn’t run efficiently, that’s on us.”

Freight brokerage runs on exceptions, and Freight Hero was built around that reality. The company owns the full lifecycle of each load, from rate confirmation through proof of delivery, inside the systems brokers already use. AI agents handle more than 90% of customer load touches, while a trained team of operators, the Heroes, steps in whenever a situation calls for judgment, like an upset driver demanding a human call or a data discrepancy that needs untangling.

Selling outcomes instead of software is one of the most-watched shifts in venture capital right now. Sequoia’s thesis, Services: The New Software, argues the next generation of defining companies will sell finished work, not tools, a view Y Combinator and others share. VCs such as Field have been calling the model Service-as-a-Software or AI Native Services. This is perfect for industries like Freight brokerage: operationally brutal, relationship-driven and run by people whose job is moving freight, not managing technology.
 

“Traditional industries like freight brokerage don’t have large software budgets, but instead have enormous labor budgets,” said Jillian Williams, Partner at Field Ventures. “AI alone struggles to properly serve these markets because of the operational complexity. Freight Hero reduces that friction by focusing on outcomes, doing the work for the customer rather than giving them a tool. We believe this model defines this next era of innovation, and Andre is exactly the kind of domain expert we need to build it.”

By the end of July, Freight Hero will have managed more than 50,000 loads and handled millions of carrier communications. Customers have turned fixed labor costs into variable ones, lifted service quality, and are tracking toward 100%+ ROI. Ally Logistics, a fast-growing Michigan brokerage that holds vendors to a hard line, brought Freight Hero in early to automate track-and-trace.

“Track and trace is one of the areas in brokerage operations with the most human touches and manual interventions,” said Dan Manshaem, CEO of Ally Logistics. “It’s very hard to automate due to the depth of nuance that exists in the process. Freight Hero’s team has consistently been willing to build that depth into their system. The results speak for themselves: they’re now fielding the vast majority of all touches on our loads post rate confirmation. We’ve grown our revenue by 82.4% year-over-year without meaningfully increasing operations headcount. Freight Hero was certainly one of the enablers of that.”

With the new funding, Freight Hero will expand its go-to-market efforts, grow its engineering and operations teams and deepen its service into adjacent functions, increasing Freight Hero’s scope towards billing, accounting and carrier sales.

“Freight brokerage was built on trust, on carriers and brokers who knew they could count on each other,” said Ted Alling, co-founder of Dynamo Ventures, former CEO of Access America Transport and an early Freight Hero investor. “Two decades of paperwork and tracking buried that trust. Logistics is full of businesses too relational to fully automate, too heavy to run without help. Freight Hero is the first company to nail that balance. I believe the model holds up across the whole industry, not just brokerage.”

Freight Hero has raised more than $6 million in funding to date. To learn more about how the company helps freight brokers automate their back offices, visit freighthero.ai.

About Freight Hero
Freight Hero fully manages the back-office operations of freight brokerages, combining AI automation with a dedicated team of human operators to guarantee operational outcomes rather than sell software. Founded by André Luis Martins Filho, Freight Hero serves mid-market freight brokerages and is backed by Field Ventures, Flybridge Capital, Dynamo Ventures, the AI Fund and other investors.

Media Contact
Ryan Hecker
PANBlast for Freight Hero
[email protected]

SOURCE Freight Hero

SEC registration of Securitize Capital expands Securitize’s regulated platform and positions the
company to deepen its work with asset managers and institutional investors

MIAMI, July 27, 2026 — Securitize Corp. (“Securitize”) (NYSE: SECZ), the leader in tokenized assets, today announced that its subsidiary, Securitize Capital LLC (“Securitize Capital”), is now registered with the U.S. Securities and Exchange Commission (“SEC”) as an investment adviser.

The registration marks another expansion of Securitize’s regulated platform for onchain capital markets. Through its U.S. affiliates, Securitize now combines an SEC-registered investment adviser with an SEC-registered broker-dealer and Alternative Trading System (“ATS”), an SEC-registered transfer agent and fund administration services.

The registration provides a broader foundation for Securitize Capital’s advisory business and positions Securitize to deepen its relationships with asset managers, institutional investors and other sophisticated market participants. The timing comes as regulators consider how established investment-adviser obligations may apply to emerging onchain portfolio-management tools. In a July 22 statement, SEC Commissioner Hester M. Peirce noted that managing certain crypto vaults and lending strategies may implicate investment-adviser issues, depending on their structure and activities. As these models develop, Securitize Capital is positioned to work with market participants exploring onchain investment strategies within applicable regulatory frameworks, supported by Securitize’s broader capabilities across product development, distribution, ownership recordkeeping, trading and administration.

“Becoming an SEC-registered investment adviser is an important step in the continued expansion of Securitize’s platform,” said Carlos Domingo, Co-Founder and CEO of Securitize. “Asset managers and institutional investors want to work with partners that understand both the opportunity of tokenization and the obligations that come with operating in regulated markets. Through Securitize Capital, we are adding another important capability to our full stack and strengthening our ability to help institutions develop and manage investment strategies built for an onchain financial system.”

Securitize Capital previously operated as an exempt reporting adviser. As an SEC-registered investment adviser, Securitize Capital is subject to additional public disclosure, compliance, recordkeeping and examination requirements under the Investment Advisers Act of 1940.

About Securitize

Securitize, the world’s leader in tokenizing real-world assets with $5B+ AUM (as of July 2026), is bringing the world onchain through tokenized funds in partnership with top-tier asset managers, such as Apollo, BlackRock, BNY, Hamilton Lane, KKR, VanEck and others. In the U.S., Securitize operates through its affiliates, including Securitize Markets, LLC, an SEC-registered broker-dealer and member FINRA/SIPC that operates an SEC-regulated Alternative Trading System (ATS); Securitize Transfer Agent, LLC, an SEC-registered transfer agent; Securitize Capital LLC, an SEC-registered investment adviser; and Securitize Fund Services, LLC, which provides fund administration services. Registration as an investment adviser does not imply a certain level of skill or training, nor does it constitute an endorsement of the firm by the Commission. In Europe, Securitize operates through its affiliate Securitize Europe Brokerage and Markets, S.A., which is fully authorized as an Investment Firm and operates a Trading & Settlement System (TSS) under the EU DLT Pilot Regime, making Securitize Corp. currently the only company, based on its existing U.S. and EU regulatory authorizations, licensed to operate regulated digital-securities infrastructure across both the U.S. and EU. Securitize has also been recognized as a 2026 Forbes Top 50 Fintech company.

For more information, please visit:

Website | X/Twitter | LinkedIn

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of the Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements other than statements of historical fact contained in this press release, including statements regarding Securitize Corp.’s (“Securitize”) future results of operations and financial position, business strategy, and plans and objectives of management for future operations, are forward-looking statements.

Forward-looking statements generally are identified by the words “believe,” “project,” “expect,” “anticipate,” “estimate,” “intend,” “strategy,” “future,” “opportunity,” “potential,” “plan,” “may,” “should,” “will,” “would,” “will be,” “will continue,” “will likely result,” and similar expressions. These statements are based on management’s current expectations and assumptions and are subject to risks and uncertainties.

Many factors could cause actual results to differ materially from those described in these forward-looking statements, including, but not limited to: regulatory developments relating to digital assets and tokenization; market volatility; competition; and those risk factors described in the filings of Securitize Corp.

Forward-looking statements speak only as of the date they are made. Securitize Corp. does not undertake any obligation to update or revise any forward-looking statements, except as required by law.

Contacts

SOURCE Securitize

New offering gives general partners a structured way to create liquidity for limited partners with greater transparency on buyer selection, pricing and timing

CHICAGO, July 27, 2026 — Tradable, a leading private asset marketplace, today announced the launch of its private fund secondaries offering, giving private fund managers a more structured way to provide liquidity to their investors.

Private fund investors can often wait years for their capital to be returned. Tradable’s platform gives fund managers the software tools to provide rolling liquidity to their investors and receive offers from approved buyers through a structured, permissioned process. Buyers also receive access to curated fund interests and first-party data about the fund and its underlying investments.

Tradable’s SaaS platform streamlines the process, giving users a competitive edge through a technology-enabled approach to liquidity. General partners (GPs) can integrate their funds and enable existing limited partners (LPs) to first seek liquidity from within the manager’s existing investor base, reducing the need for expensive and time consuming diligence and consents. The offering then seamlessly integrates into Tradable’s private asset marketplace. LPs can additionally access Tradable’s network of fund secondaries buyers to run broader market processes.

“Investors increasingly want a clear path to liquidity, while fund managers want to minimize operational overhead in the process and protect their investor relationships,” said Alex Cordover, CEO of Tradable. “Tradable gives managers the tools to offer structured liquidity inside their funds in a more organized and repeatable way.”

The launch builds on Tradable’s existing private asset marketplace, which has a network of more than 250 institutions and counterparties representing more than $1 trillion in assets under management.

To learn more about Tradable and its offerings for investors and fund managers, visit tradable.xyz.

Media Contact:

Bob Spoerl

414.617.1768

[email protected] 

SOURCE Tradable

Investment positions leading North American CRO to expand clinical research and regulatory capabilities.

LONDON, ON and CHICAGO, July 27, 2026 — KGK Science Inc. (“KGK”), a leading North American contract research organization specializing in clinical trials and regulatory services for the dietary supplement, nutraceutical and consumer health industries, today announced it has received a growth investment led by Maxim Partners. The transaction closed on June 30, 2026. Financial terms were not disclosed.

Founded in 1997, KGK has completed more than 400 clinical trials across over 40 health indications and published more than 150 peer-reviewed scientific publications. The company provides clinical research, regulatory consulting, and claim substantiation services that help consumer health companies develop and commercialize scientifically validated products worldwide.

The investment will support expanded clinical trial capacity, continued investment in decentralized and virtual trial capabilities, growth of KGK’s regulatory services, and continued expansion of its commercial organization. Founder and CEO Najla Guthrie and the existing management team will continue to lead the business.

“For nearly three decades, KGK has been committed to helping consumer nutrition companies generate the scientific evidence needed to bring innovative products to market. This investment marks an exciting new chapter for our company. Maxim shares our long-term vision and brings the strategic resources and sector experience to help us expand our capabilities, invest in our team, and better serve our clients around the world,” said Najla Guthrie, Founder and CEO of KGK Science Inc.

“KGK has built a differentiated platform with an outstanding reputation for scientific rigor, regulatory expertise, and customer service. As demand for clinically validated consumer nutrition products continues to grow, we believe KGK is exceptionally well positioned to capitalize on those long-term industry trends. We are excited to partner with Najla and the management team to support the company’s next phase of growth,” said Gregg Wilson, Founder & Managing Partner of Maxim Partners.

MLT Aikins (www.mltaikins.com) was the legal advisor to Maxim Partners on the transaction.

About KGK Science

Founded in 1997 and headquartered in London, Ontario, KGK Science Inc. is a full-service contract research organization specializing in the nutraceutical and natural health products industry. KGK designs and conducts human clinical trials, provides regulatory and claim substantiation expertise, and supports preclinical development, giving consumer health brands the evidence they need to differentiate their products and reach global markets with confidence. For more information, visit kgkscience.com.

About Maxim Partners

Maxim Partners is a Chicago-based investment firm dedicated to backing founders and managers seeking to impact lives through nutrition, nutraceuticals, functional foods, fitness, recreation, pets, personal care, and education. Maxim helps entrepreneurial leaders accelerate growth through capital, operational support, and deep sector expertise. For more information, visit www.maximpartnersllc.com.

SOURCE Maxim Partners

The latest episode of “The Opus Open Kitchen” podcast shares capital raising best practices from one of the world’s top placement agents.

NEW YORK, July 27, 2026 — Opus Fund Services, a leading global fund administrator, announced a new episode of the “Opus Open Kitchen”, an alternative investments industry podcast focused on challenges and opportunities impacting fund managers and investors.

In the recent release, “Discovering Alpha”, host Leo LaForce sits down with the Founding Partner of Old City Investment Partners, Seth Damski, and Managing Director Avi Sage, who share valuable insights and lessons learned while placing more than $20 billion of institutional capita with clients over the past two decades, including:

• How niche strategies play an important role in investors’ portfolios
• Attributes of fund managers who differentiate during due diligence
• Advice for building meaningful long-term relationships with investors
• “Uncommon Ideas” coming out of the Alpha on the Delta 2026 conference
• What’s next in Old City Investment Partners’ continuing growth story

“We thank Seth and Avi at Old City Investment Partners, both for sharing their expertise and for being a long-time Opus administration client” said LaForce. “Our conversation together stressed the importance of integrity, alignment of interests, infrastructure quality, and listening closely to each investor’s specific priorities as key ingredients for success in today’s ultra-competitive fundraising environment.”

The Opus Open Kitchen podcast brings listeners unique perspectives from special guests at some of the world’s leading allocators, capital raisers, consultants, and managers across key themes shaping the alternative investments industry. The latest episode, “Discovering Alpha”, is available now on:

Apple Podcasts:

https://podcasts.apple.com/us/podcast/discovering-alpha/id1872499401?i=1000778036903

Spotify:

https://open.spotify.com/episode/6ApShDmY578qjBK3rRDbuG?si=bJVytPH5RCKCfZ9uDRzByA

About Opus Fund Services

Opus Fund Services is an award-winning independent global fund administrator currently servicing over 625+ alternative investment managers of all strategies, 1,200+ funds, and 100,000+ investors worldwide. Opus pioneered the use of intelligent automations, solving for the industry challenges and operational risks that traditional administration could not. Opus’ industry-first Digital Back Office continues to transform the controls, scale, and transparency available to support and protect fund managers and investors. For further information visit www.opusfundservices.com and follow Opus on LinkedIn.

Media Contact: Leo LaForce, Opus Fund Services: [email protected].

About Old City Investment Partners

Old City Investment Partners was founded in New York City in 2006, and during the last twenty years has been instrumental to the emergence and growth of many best-in-class private credit, private equity, real asset, and hedge fund managers. The firm has placed over $20 billion of institutional capital with its clients, and is known for consistent sourcing of differentiated investments, it’s long-standing investor relationships, and its collaborative, thoughtful approach to capital formation. For more information visit www.oldcitycapital.com and follow Old City on LinkedIn.

Media Contact: Ansley Sobel, Old City Investment Partners: [email protected]

SOURCE Opus Fund Services