Only 3 deals hit the tape this week for $312M disclosed. Cambridge Aerospace's $300M Series C (DFJ Growth, $3.4B valuation) accounts for 96% of volume — a defense-sector mega-round, not the AI story. The remaining two are early-stage AI: Edgify's $9M Series A (Rank Ventures, Mangrove Capital) and Visoid's $3M round (Skyfall Ventures). No mid-market or growth-stage AI deals surfaced. This is a low-volume week by count; read it as thin, not as trend.
Disclosed round capital in the window. Undisclosed amounts count as zero.
Disclosed rounds in the window · every bar opens the company's live page.
Only 3 deals hit the tape this week for $312M disclosed. Cambridge Aerospace's $300M Series C (DFJ Growth, $3.4B valuation) accounts for 96% of volume — a defense-sector mega-round, not the AI story. The remaining two are early-stage AI: Edgify's $9M Series A (Rank Ventures, Mangrove Capital) and Visoid's $3M round (Skyfall Ventures). No mid-market or growth-stage AI deals surfaced. This is a low-volume week by count; read it as thin, not as trend.
| Date | Company | Round | Amount | Valuation | Lead | Sector |
|---|---|---|---|---|---|---|
| 2026-08-10 | Cambridge Aerospace | Series C | $300M | $3.4B | DFJ Growth | Defense |
| 2026-08-10 | Edgify | Series A | $9M | — | Rank Ventures and Mangrove Capital Partners | Artificial Intelligence |
| 2026-08-10 | Visoid | Funding round | $3M | — | Skyfall Ventures | Artificial Intelligence |
Share of window deals by stage, from the reported round labels.
Three distinct leads, each with exactly one deal this week — DFJ Growth (Cambridge Aerospace, $300M), Rank Ventures/Mangrove (Edgify, $9M), Skyfall Ventures (Visoid, $3M). No repeat or multi-deal leads observed. The mega-round board (OpenAI, Waymo, Scale AI) shows no disclosed amounts this cycle — no fresh mega-round data on the giants this week.
| Lead Investor | Deals | Disclosed Capital |
|---|---|---|
| DFJ Growth | 1 | $300M |
| Rank Ventures and Mangrove Capital Partners | 1 | $9M |
| Skyfall Ventures | 1 | $3M |
No acquisitions appear in this week's tracked data. The M&A headlines surfaced (Alphabet's deal history, general listicles on biggest tech acquisitions) are reference material, not dated transactions from this window — we have nothing concrete to report on M&A activity for the period.
Funding headlines from outside the tracked book — sourced links, not QL data.
100 tracked names flagged for markdown risk. Down rounds are recorded in the open ledger — receipts only work in public.
| Company | Date | Event |
|---|---|---|
| plaid | — | valuation_drop |
| clay | — | valuation_drop |
| blockchain-com | — | valuation_drop |
| quantum-systems | — | valuation_drop |
| n26 | — | valuation_drop |
| one | — | valuation_drop |
Cambridge Aerospace's $300M Series C at a $3.4B valuation is the only nine-figure round this week. If you're building in defense/dual-use, note DFJ Growth is actively writing large checks in the category.
Edgify ($9M) and Visoid ($3M) show Series A/seed AI capital is alive, just modest in size. Don't expect mega-round comps to apply at this stage — investors are sizing checks conservatively.
Plaid, Clay, and Blockchain.com appear in recent markdown events among the 100 companies on watch. Detail is thin here — worth independently verifying valuation marks before using them as comps.
Expect a quiet near-term tape unless a mega-round (OpenAI, Waymo, Scale AI) actually prints disclosed terms — right now that board shows no numbers. Defense and AI remain the two active categories; watch whether Cambridge Aerospace's size gets matched or if this was a one-off week.