Week of August 10, 2026 – August 16, 2026

Deel at a $17.3B Series E valuation with ARR past $1.5B (roughly 2x in 18 months) and reported profitability since late 2025. Full institutional deep dive: the EOR model and its gross-vs-net revenue trap, owned-entity moat, the Rippling corporate-espionage li…

Strava confirmed its confidential S-1 on February 2, 2026 — the only company-confirmed filer in the consumer-health IPO wave alongside Oura (~$11B) and Whoop ($10.1B). ARR approaching $500M (company-stated) against a $2.2B May 2025 mark works out to ~4.5–5.3×…

$11B Series H (June 2026, Addition-led, +38% in six months) on $1.3B annualized revenue growing 74% and $287B of annualized transaction volume up more than 120% — a derived ~0.45% take rate that is compressing as the mix moves upmarket. Around it, every listi…

ShipBob's last priced round was a $2.0B Series F in May 2022 at $36.74/share; secondary indications sat near $23.96 in July 2026 — a ~35% haircut implying roughly $1.3B. No S-1 exists on EDGAR. Full breakdown: the 60+ centre network and its real cost levers, …

H1 2025 revenue up 65% to $870M — and a swing from a $334M profit to a $220M net loss, with more than $450M of the company's own Toncoin sold in the same period. A billion monthly users served by roughly 60 employees, financed almost entirely by debt at a 9% …

$9.0B Forge secondary mark (June 2026) vs a $5.9B Series E, ~$760M annualized revenue growing ~80%, a multibillion-dollar Microsoft agreement, and a convertible priced 20% below an IPO that is not yet on file. Full breakdown: the hardware-to-cloud pivot, the …