RCS - All Active Asset Cap - Update on Sentiance

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RNS Number : 5039D  All Active Asset Capital Limited  08 May 2026

8 May 2026

 

All Active Asset Capital Limited

('AAA' or 'the Company')

 

Update on Sentiance

 

AAA, the technology holding company, provides the following update on its key
investment, Sentiance N.V. ('Sentiance'), the AI-native behavioural
intelligence platform.

 

Sentiance

Sentiance's predictive AI technology provides on-device privacy-first,
real-time insights about how people move, drive, and live. Its
business-to-business-to-consumer platform creates digital twins that analyse
and create valuable data and understanding about how people behave.

 

In 2025, Sentiance processed over 6.5 billion kilometres of driving data from
its clients in the insurance industry and gig economy. This data has continued
to grow month-on-month into 2026. Monthly Active Users grew by over 400% over
the last 36 months. Today, Sentiance powers safety and engagement for clients
across six industries on three continents, with deployments spanning every
major transport modality, from passenger cars and motorcycles to e-bikes,
e-scooters, and three-wheelers.

 

Commercial developments

Client momentum from 2025 has continued into 2026, with growth from extensions
of existing contracts and new contract wins providing market and geographic
diversification. Recent wins and contract renewals include:

 

·  Tokio Marine: multiple programmes signed across Japan, with Amazon Flex
Japan at an advanced contracting stage and a 20+ deal portfolio in development
covering McDonald's, Pizza Hut, Yamaha, Suzuki, Kawasaki, Japan Post and
others.

·    Toyota: new commercial agreement with Toyota Motor Asia.

·   Delivery Hero: continued expansion across the portfolio, growing
further with other delivery and gig-economy brands including Domino's (a
three-year extension), Toters, Breadfast, JustEatTakeAway and DriveU.

·    Entered the Personal Injury Industry in the US with a new partner
ClaimAngel.

 

Sentiance currently has over 37 enterprise clients. The global pipeline of
proof of concepts, contracting, scaling existing clients and new clients
continues to grow.

 

Technology

Underpinning this commercial progress is a platform built on mature,
proprietary predictive AI models, and deep-learning neural networks. This
'on-device' or 'edge' architecture runs full inference directly on the
smartphone at a fraction of the alternative solution cost. No raw personal
data needs to leave the device, which becomes an increasingly strong
competitive advantage as global privacy regulation tightens.

 

What sets Sentiance's technology apart is the depth of user intelligence,
which is built on ground-truth data and modelling experience accumulated over
a decade of live production deployments and more than 22 billion kilometres of
mobility data processed to date. A growing AI layer sits on top of this
foundation, adding higher-order reasoning and personalised intelligence,
combining the efficiency of edge processing with the depth of modern AI. This
combined architecture continues to be a key competitive advantage for
Sentiance.

 

 

Where traditional telematics providers focus solely on driving behaviour,
Sentiance builds a rich profile of each user, including mobility patterns,
transport behaviour, daily routines, and lifestyle context.

 

The large majority of clients now use 'on device' processing, and it is
anticipated that by the end of 2026 all clients will be 'on device' only. 'On
device' processing offers privacy, data protection, latency and efficiency
advantages as well as a structural answer to the ongoing global environmental
backlash against the roll-out and energy consumption of data centres

 

Other technological advances include:

·   The development of a new AI-powered Crash Forensics layer, where large
language models confirm suspected crashes and generate context-rich summaries.
This early proof point for the broader work underway on Sentiance's Unified
Data Layer underscores how Sentiance Insights will serve as the foundation for
a next generation of highly personalised insights and engagement experiences
for end users.

·   Continued advances in the core 'on device' stack, including a retrained
transport classifier, updated crash detection models for cars and motorcycles,
and a new driver Attention Score that quantifies distraction risk from phone
use.

·    Significant investment in AI-augmented internal tooling that has
materially improved product development velocity and customer on-boarding
times.

 

In 2025 Sentiance won the Ride Hailing Innovation of the Year award at the
AutoTech Breakthrough Awards.

 

Management

In 2025, Sentiance welcomed Marijan Mumdziev as its Chief Executive Officer.
Marijan had previously founded and then sold Amodo, his insuretech company, to
Cambridge Mobile Telematics ('CMT'). He then left his role as Head of CMT
Europe to join Sentiance.

 

Marijan brings tremendous experience and knowledge within the sector and has
already made a significant impact by improving operations and streamlining
processes to take advantage of Sentiance's strong deal pipeline.

 

Simon Vanderheyden also joined in 2025 - as Finance Director. Simon brings a
strong foundation in investment banking and M&A, complemented by extensive
operating experience as a CFO in rapidly scaling environments. His
international profile and operational track record are a key addition to the
leadership team, as Sentiance positions itself for its next phase of growth.

 

The future

Whilst the gig economy and insurance clients form the majority of revenue to
date, Sentiance's patented digital twin analysis has applications across many
other sectors. Lifestyle, healthcare, public sector and sustainability
continue to be explored as significant potential new revenue streams for
Sentiance.

 

Sentiance's leading technology and its applications have enabled it to secure
a number of new high-profile global clients and its reputation continues to
grow. This has created additional opportunities which Sentiance is determined
to capture.

 

Further updates will be provided as Sentiance continues to make commercial
progress through 2026 and beyond.

 

- Ends -

 

For further information:

 

 All Active Asset Capital Limited   Via Burson Buchanan
 James Normand, Chairman            www.aaacap.com (http://www.aaacap.com)
 Colin McQuade, Executive Director  e: info@aaacap.com (mailto:info@aaacap.com)

 

 Burson Buchanan
 Helen Tarbet     T (http://www.aaacap.com) el: (http://www.aaacap.com) +44 (0) 20 7466 5000
 Jesse McNab      aaac@buchanan.uk.com

 

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