Promotion: Capital invested is at risk. Non-Independent Research / Marketing Communication. Attention is drawn to the disclaimers and risk warnings within this document.
The internet is entering a new and exciting phase. AI is now doing more than just answering questions. AI agents can act for us. They can access software, buy services and make payments. Gartner Research predicts this new agent economy could generate $15 trillion in transactions worldwide by 2028.¹
But there is a fundamental problem. How can you tell if an AI agent is trustworthy? If agents can spend money, access systems and transact on our behalf, businesses need to understand who is behind them. They need to know what actions these agents are allowed to take and if their activity is genuine. Today’s internet was designed for humans, not billions of autonomous machines².
Roundhouse aims to solve this problem. It has created a platform that tracks AI agents’ activity. This lets businesses review an agent’s history and decide if they can trust it. By entering this emerging market early, Roundhouse opens multiple revenue opportunities as the agent economy expands.
Think of the ambition as “Bloomberg for AI agents.” Bloomberg became embedded in financial markets by being a trusted information source. Investors rely on it to make decisions. Roundhouse aims to do the same for the projected $15 trillion AI agent economy1.
To understand the opportunity Roundhouse is targeting, let’s look at how Bloomberg became the trusted data source for global financial markets...
Bloomberg transformed financial markets by bringing huge amounts of data into one trusted platform. Today, its Terminal is used by more than 350,000 financial professionals worldwide, helping them access the information they need to make decisions.⁴
Roundhouse aims to build a similar trusted data layer for AI agents. As AI agents begin to make payments, access services and act on behalf of people and businesses, Roundhouse plans to record this activity and turn it into useful data.⁵
Trusted Data Layer: Bloomberg became valuable by collecting and organising financial data. Roundhouse plans to do the same for AI agent activity through its Indexed Reputation Graph, building a record of what agents do and how reliably they perform.⁵
Recurring Revenue Potential: Bloomberg generates recurring revenue from access to its data and tools. Roundhouse plans to monetise its data through Agent Reputation Scores, API access and enterprise contracts, allowing businesses to check an agent before trusting it to act.⁶
Market Standard Opportunity: Bloomberg has become a trusted reference point for financial markets. Roundhouse's longer-term aim is to achieve a similar position in the AI agent economy, with businesses using its data to help decide which agents they can trust.⁴ ⁵
Bloomberg shows how valuable a trusted data source can become when an industry relies on it. If AI agents become a major part of the digital economy, Roundhouse aims to establish itself early as a trusted source for tracking and scoring their activity.⁶
%20(1200%20x%20200%20px).png)
Roundhouse sits at the intersection of several emerging trends: AI agents, autonomous payments, digital identity and trust scoring. Below, we highlight three companies building infrastructure for this new economy and attracting investment as the need for trusted AI agent activity grows.
Skyfire is building payment and identity infrastructure specifically for AI agents, allowing them to make payments and transact without human involvement. The company has raised around $9.5 million, with backing from major technology investors including Coinbase Ventures and a16z CSX⁷. Like Roundhouse, Skyfire is targeting the infrastructure needed for an economy where AI agents can act and spend money independently.
t54 Labs describes itself as the “trust layer for the agentic economy.” Its technology is designed to verify AI agent identities, assess risk and detect suspicious activity before transactions take place. In 2026, the company raised $5 million from investors including Franklin Templeton and Ripple⁸. Like Roundhouse, t54 is focused on solving the trust problem that emerges as AI agents begin acting and spending autonomously.
Socure provides digital identity, fraud prevention and risk technology and has expanded into the AI agent market with its Agent Intelligence platform. In 2026, the company raised $156 million at a $5.2 billion valuation⁹. Its technology includes an Agent Trust Score designed to help businesses understand who an AI agent represents and whether it should be trusted¹⁰. Roundhouse is targeting a similar opportunity by building reputation scores based on an agent’s activity and behaviour.
Together, these companies show that significant investment is already flowing into payments, identity and trust infrastructure for AI agents. Roundhouse aims to bring these areas together, capturing agent activity and turning it into reputation scores and valuable market data.
.png)
Fill out the short form below to get instant access to this free report revealing our Top 10 Small Cap stock picks for August 2026.
30+ years of experience in financial markets analysing Bonds, Equities, Derivatives, Macro Strategy and Technical Analysis
Roundhouse AI is being funded via the proposed £1.5m Stage A raise to prove whether it can become the trusted data and scoring layer for autonomous-agent activity. The immediate ask is not to buy a finished revenue story; it is to fund the proof window for a potentially important market-infrastructure position. Agent activity is crossing boundaries and increasingly with wallets to spend. Cannwe trust them or say that we Know The Agent? Volumes of enquiries required to become a neutrally accepted source of trust should be economically viable.
Roundhouse AI is pursuing a four-layer architecture comprising an x402 Facilitator, Indexed Reputation Graph, Agent Reputation Scores and creating an aGDP Index of economic activity. The investment case is a milestone-led framework for assessing whether Roundhouse AI can move from Stage A proof of concept through early score/API traction, partner validation and on to Stage C commercialisation.
The valuation should be read as a conditional 12–18 month range, not a single-point target. The Proliferation case implies a broad c.12p–31p range, with 20p used as a midpoint reference if POC delivery can provide evidence to progress through the stages.
Nothing in the above article should be considered investment advice.
Small Cap or AIM listed companies can be highly illiquid making them difficult to sell at the quoted price, and in some cases, it may be difficult to sell them at any price. Small Cap or AIM listed companies can have a large bid / offer spread which means there could be a large difference between the buying and selling price. Companies listed on the AIM market can be highly volatile and are considered high risk speculative investments. The value of your investment can go down as well as up, your Capital is at risk you may not get back the amount invested. Past performance is no guarantee of future performance. Please ensure that you fully understand the risks involved. If in any doubt, please seek independent financial advice. This document is published by Clear Capital Markets and does not constitute a solicitation or personal recommendation for the purchase or sale of investment. The investments referred to may not be suitable for all investors. Any data or views given should not be construed as investment advice. Every effort is made to ensure the accuracy of the information, but no assurance or warranties are given. Clear Capital Markets Limited is authorised and regulated by the Financial Conduct Authority FRN 706689.
Clear Capital Markets Corporate Broking acts as a Corporate Broker to Roundhouse AI and holds warrants and shares in the company. Employees and/or directors of Clear Capital Markets may deal in shares of Roundhouse AI for their own personal accounts. These scenarios may give rise to a conflict of interest where Clear Capital Markets also provides clients with an advisory service for transactions involving Roundhouse AI. The firm has established Conflicts of Interest (“COI”) and Personal Account Dealing (“PAD”) policies to mitigate the risk of a conflict causing damage to the interests of its clients. The measures taken include (i) enforcing minimum holding or ‘lock-in’ periods; and (ii) requiring internal review and approval from the compliance department for employees or directors entering into personal transactions involving Roundhouse AI. The COI and PAD policies are available upon request. Before Clear Capital Markets proceeds with a placing, a number of factors are considered including liquidity of stock, company diversification, market capitalisation and potential news flow. Only once minimum criteria are satisfied would we elect to proceed. Any remuneration payable to Clear Capital Markets has no bearing on whether it proceeds with a placing. These administrative controls mitigate the risk of a conflict causing damage to the interests of a client, but the inherent risks of this business model cannot be eliminated. Accordingly, Clear Capital Markets is required to disclose this conflict to help clients assess the service being offered in light of Clear Capital’s own interests, and to decide on the extent (if at all) to which they will rely on, or proceed with, the service.
We will reach out for a quick introductory fact find to see how we can best serve your specific needs and arrange a convenient time for a consultation with a member of the appropriate specialist team.
An Advisory Broker will contact you for a deeper fact find and share information on how we can best enhance your portfolio.
We will process your application in accordance with FCA regulations to ensure that your appropriate risk profile is set. You will then have access to an extensive suite of investments, supported by your dedicated Advisory Broker.
