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Company

Ribbit Capital

Ribbit Capital is a venture capital firm specializing in fintech investments, backing companies across banking, payments, insurance, and crypto worldwide.

Known aliases

  • Ribbit

Current stories

investOne report1 publisher

Base Power Company's $13 billion valuation is 3.25 times that of its previous $1 billion round

Base Power Company raised $1 billion at a $13 billion post-money valuation, according to an August 12, 2026 Not Boring essay by an investor in the company. The account covers one firm, so it prices Base without measuring home storage as a category.

Publishers:notboring.co

Reality

Evidence35
Adoption
Not scored
Hype gap+45
Incentives80
Confidence45
investConfirmed3 publishers

Mike Cagney raises $19 million for a self-custody front end stocked first with Figure's yield products

Navra, the new company of SoFi and Figure co-founder Mike Cagney, raised a $19 million Series A led by Ribbit for a self-custody front end to on-chain yield. Whether banks take it white-label will test if it is a neutral gateway or a sales channel for Figure, which Cagney chairs.

Perspective Coverage

3 publishers
Builder
Builder 34%
Operator
Operator 23%
Investor
Investor 43%

Reality

Evidence40
Adoption
Not scored
Hype gap+40
Incentives80
Confidence60
investConfirmed4 publishers

Valon's $2.3 billion valuation works out to about 11.5 times its contracted servicing revenue

Valon raised $150 million at a $2.3 billion valuation, double the previous one, on more than $200 million of contracted recurring revenue signed in six months. The price is a bet that loans under contract actually move off servicers' legacy systems.

Perspective Coverage

4 publishers
Builder
Builder 26%
Operator
Operator 33%
Investor
Investor 41%

Reality

Evidence40
Adoption55
Hype gap+25
Incentives75
Confidence50
investConfirmed4 publishers

Salesforce pays 67 times revenue for Listen Labs and its 50-million-person research panel

Salesforce agreed to pay about $2 billion for Listen Labs, roughly 67 times the AI interview startup's $30 million in annualized revenue. The price holds up only if selling those real-customer interviews through Salesforce's clouds lifts that revenue several times over.

Perspective Coverage

4 publishers
Builder
Builder 22%
Operator
Operator 34%
Investor
Investor 44%

Reality

Evidence60
Adoption40
Hype gap+35
Incentives70
Confidence62
leadershipOne report1 publisher

Salesforce agrees to buy AI interview startup Listen Labs at a reported 67 times revenue

Salesforce agreed to buy AI interview startup Listen Labs at a reported $2 billion, about 67 times its estimated revenue. Salesforce says the data will give its agents context, without saying how Listen's simulated customer answers are checked against real ones.

Publishers:implicator.ai

Reality

Evidence45
Adoption35
Hype gap+30
Incentives60
Confidence50
investOne report1 publisher

Morpho's vault curators depend on offchain fees and subsidies, distributor contracts show

Curators managing vaults on Morpho, a lending protocol with more than $3 billion in deposits, rely on offchain fees and subsidies, Crypto Briefing reports. A 10% cut of a 5% yield leaves the curator of a $100 million vault about $500,000 a year to run a risk team.

Reality

Evidence30
Adoption55
Hype gap+35
Incentives
Not scored
Confidence35
buildOne report1 publisher

AIUC raises $40M to put an insurance policy behind its AIUC-1 agent audit

Rune Kvist's startup wants to sell enterprises an audited, insured answer to who pays when an agent fails, and the round was announced in a podcast episode that names Cursor, Harvey, Lovable and ElevenLabs.

Publishers:latent.space

Reality

Evidence42
Adoption20
Hype gap+35
Incentives78
Confidence45
investOne report1 publisher

Ribbit leads a $40M round into an AI agent standard seven vendors have certified against

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.

Publishers:prnewswire.com

Reality

Evidence42
Adoption38
Hype gap+33
Incentives90
Confidence55
productOne report1 publisher

AIUC raises $40M to aim its 5,000-combination agent audit at frontier models

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.

Publishers:siliconangle.com

Reality

Evidence34
Adoption45
Hype gap+28
Incentives80
Confidence45
investOne report1 publisher

Ribbit puts $40M behind an AI agent trust mark that expires every quarter

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.

Publishers:ventureburn.com

Reality

Evidence28
Adoption34
Hype gap+36
Incentives82
Confidence41
investOne report1 publisher

Listen Labs' walk from a signed term sheet pays about $42m if Salesforce closes at $2bn

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.

Reality

Evidence32
Adoption46
Hype gap+28
Incentives70
Confidence40
investOne report1 publisher

Mach's $600m tranche buys roughly the same slice of the company that $300m bought in June

Ribbit, Infinite, Bedrock and Sequoia put $600m into Mach Industries at $3.7bn, three months after $300m at $1.8bn. On those marks the second cheque takes 16.2 per cent of the company and the first took 16.7.

Reality

Evidence34
Adoption22
Hype gap+30
Incentives68
Confidence40
investOne report1 publisher

The four funds that priced Mach at $1.8bn in June repriced it at $3.7bn

Ribbit, Infinite, Bedrock and Sequoia have put another $600m into Mach Industries at more than double the valuation they themselves set three months ago, lifting the Series C to $900m and lifetime funding past $1bn.

Reality

Evidence40
Adoption20
Hype gap+32
Incentives74
Confidence45
investOne report1 publisher

Salesforce's $2bn for Listen Labs prices AI revenue at a third of what venture just paid

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.

Reality

Evidence36
Adoption47
Hype gap+28
Incentives74
Confidence40
buildOne report1 publisher

Cognition's $47bn ask prices Devin at about 94 times its own run rate

The round is still under negotiation, but the multiple it implies will outlast the negotiation. That multiple is the figure every seller of coding agents will get measured against the next time procurement asks why the seat price moved.

Publishers:runtimewire.com

Reality

Evidence34
Adoption54
Hype gap+37
Incentives71
Confidence44
investOne report1 publisher

Coinbase's retail borrowers now carry a quarter of Morpho's record $5bn loan book

Messari puts Morpho's outstanding loans at a record $5bn, with 95% of it stablecoin credit. About $1.3bn of that comes from Coinbase customers borrowing USDC against $2.5bn of cbBTC, and that prices out as a 52% loan-to-value book, not a leverage book.

Reality

Evidence50
Adoption78
Hype gap+15
Incentives70
Confidence55