David Stafford, Co-Founder and COO at Substance - PIR Ep. 786
12 February 2026

David Stafford, Co-Founder and COO at Substance - PIR Ep. 786

Profiles in Risk

About

Tony chats with David Stafford, Co-Founder and COO at Substance, they are a budding insurtech, currently in pre-seed funding round, that is building an An MGA that is powered by AI and robotics to completely change the risk evaluation and loss prevention process focused in warehouse and supply chain space. Their technology will have applicability to warehouses, manufacturing, and the fast growing space of data centers. They completely turn the model upside down with proprietary products starting in property. Instead of a loss control inspection they create a deep digital twin of the facility to 2 mm of precision using video, sensors and lidar. Once the policy is written they leave behind the robot to continuously scan the facility in case something changes, think of it like an industrial roomba, and his name is FELIX. An incredible conversation you wouldn't miss! #Insurance #insurtech 

David Stafford: https://www.linkedin.com/in/david-stafford-b842048/
Substance: https://substance-corp.com/

Video Version: https://youtu.be/ICfUpKMSHQs