Team Ignite – Fund II (Seed Fund I) Newsletter

January 2026

Dear Team Ignite,

Since our last Newsletter, Team Ignite committed capital to 33 startups. That’s two checks every week for four months straight. And here’s the thing that matters: these weren’t random swings. Every one of them points in the same direction.

AI finally works in production.

Not “works” as it impresses people at demos. Works as in closes fund operations, books freight, refactors code, matches supply to demand. The shift isn’t from useful to more useful. It’s from assistant to operator.

What Changed

Three years ago, most of these companies would have failed. The models couldn’t plan multi-step workflows. Enterprises wouldn’t let AI touch production systems. Legacy software was too entrenched to displace.