12 deals, $8.6B disclosed on the displayed tape. Headline item is AMD's announced $8.2B acquisition of World Labs — announced, not closed. Rest of tape skews early: 7 of 12 deals are pre-seed/seed/Series A, including Sanyark Space ($2M pre-seed at $8M valuation) and Feather ($8M pre-seed, Gradient). Growth is thin: Outmarket's $35M Series B and BigHat's $75M Series C are the only other mid/late venture deals. Astro Digital's $180M SPAC merger + PIPE with Proem Asset Management is also announced only. Most-active-lead totals are round sizes, not individual checks.
Anthropic's IPO filing is the day's biggest story: coverage cites billions in losses, rising compute expenses and a 'warning list' alongside CEO commentary — filing exists per reports, listing terms and timing unconfirmed. EliseAI reportedly hit a $4B valuation in a round led by a16z and Bessemer. Reco raised $55M for AI agent security; Genentech AI alumni launched health startup Ortet with $500M reported. HubSpot bought Trigify.
Tracked-book weekly totals: 36 rounds, $10.02B disclosed vs 27 rounds / $6.23B prior week (+60.9% capital, +9 rounds). AI surged to $8.53B across 10 rounds vs $564M prior — but that spike rests heavily on the single $8.2B World Labs acquisition; strip it and AI capital is roughly flat-to-modestly up. Healthcare rose to $481M (4 rounds); Fintech fell 80.4% to $59.8M. Scope: tracked disclosed rounds only, not the whole private market.
| Window | Rounds | Disclosed Amounts | Disclosed Capital |
|---|---|---|---|
| Last 24 hours | 0 | 0 | — |
| Last 7 days | 36 | 36 | $10B |
| Previous 7 days | 27 | 26 | $6.2B |
Week-over-week disclosed capital: +60.9%. All eligible tracked rounds are included, independently of the 12-company display limit below. Missing amounts are excluded from capital totals, not estimated. Date-only records use midnight UTC; these are rolling windows, not calendar-day totals.
| Sector | 7d Rounds | Prior 7d Rounds | 7d Disclosed Capital | Capital Change |
|---|---|---|---|---|
| AI | 10 | 8 | $8.5B | +1411.3% |
| Healthcare | 4 | 1 | $481M | +381.0% |
| Space / Defense | 2 | 0 | $380M | Not comparable |
| Drug Discovery | 2 | 0 | $215M | Not comparable |
| Financial Software | 1 | 1 | $100M | +640.7% |
| Automotive | 1 | 0 | $85M | Not comparable |
| Fintech | 3 | 3 | $60M | -80.4% |
| Defense | 2 | 0 | $51M | Not comparable |
Reported post-money marks: OpenEvidence $15B (+25% vs $12B in Jan), Rightway $1.75B (+59.1% vs 2021's $1.1B), Brahma AI $2B (+39.9%), Basecamp Research $800M, Hubble Network $1.6B. New marks: SiMa.ai $1.45B on a $150M Series C (last-24h reports); EliseAI $4B (reported). Downside evidence remains live: recent mark cuts include Databricks (-29.5%), Apex (-56.5%), Firework (-95.7%); Groq raised $350M at $3.5B amid a pivot to neocloud. Marks are not returns.
| Company / Round Date | Reported Post-Money | Prior Post-Money / Date | Mark Change | Evidence |
|---|---|---|---|---|
| Sanyark Space 2026-09-26 | $8M | Unavailable | Not comparable | Tracked roster; source link unavailable |
| Arivihan 2026-09-25 | $60M | Unavailable | Not comparable | Tracked roster; source link unavailable |
| Outmarket 2026-09-25 | $335M | Unavailable | Not comparable | Tracked roster; source link unavailable |
| OpenEvidence 2026-09-24 | $15B | $12B 2026-01-21 | +25.0% | Tracked roster; source link unavailable |
| Rightway 2026-09-24 | $1.8B | $1.1B 2021-03-30 | +59.1% | Tracked roster; source link unavailable |
| Basecamp Research 2026-09-23 | $800M | Unavailable | Not comparable | Tracked roster; source link unavailable |
| Brahma AI 2026-09-23 | $2.0B | $1.4B 2025-02-18 | +39.9% | Tracked roster; source link unavailable |
| Hubble Network 2026-09-23 | $1.6B | Unavailable | Not comparable | Tracked roster; source link unavailable |
| Pilgrim 2026-09-23 | $150M | Unavailable | Not comparable | Tracked roster; source link unavailable |
Historical round marks are not replaced with today's company valuation. Mark changes compare disclosed post-money levels, not investor returns; dilution and financing terms may differ. Secondary indications, fund marks and enterprise values in linked reporting are separate evidence, not interchangeable round valuations.
Disclosed round capital in the window. Undisclosed amounts count as zero.
Disclosed rounds in the window · every bar opens the company's live page.
12 deals, $8.6B disclosed on the displayed tape. Headline item is AMD's announced $8.2B acquisition of World Labs — announced, not closed. Rest of tape skews early: 7 of 12 deals are pre-seed/seed/Series A, including Sanyark Space ($2M pre-seed at $8M valuation) and Feather ($8M pre-seed, Gradient). Growth is thin: Outmarket's $35M Series B and BigHat's $75M Series C are the only other mid/late venture deals. Astro Digital's $180M SPAC merger + PIPE with Proem Asset Management is also announced only. Most-active-lead totals are round sizes, not individual checks.
| Date | Company | Round | Amount | Reported Post-Money | Lead | Sector |
|---|---|---|---|---|---|---|
| 2026-09-28 | Astro Digital | SPAC merger + PIPE (announced) | $180M | — | Proem Asset Management | Space / Defense |
| 2026-09-28 | Modulate | Venture | $25M | — | Future Ventures | AI |
| 2026-09-28 | World Labs | Acquisition (announced) | $8.2B | — | AMD | AI |
| 2026-09-26 | Sanyark Space | Pre-Seed | $2M | $8M | Avaana Capital; AUM Ventures | Space |
| 2026-09-25 | Arivihan | Series A | $10M | $60M | Accel; Prosus | Education |
| 2026-09-25 | Outmarket | Series B | $35M | $335M | SignalFire | Insurtech |
| 2026-09-24 | Ando | Pre-seed + Seed (combined) | $20M | — | Index Ventures; Emergence Capital (seed); Accel (pre-seed) | Business/Productivity Software |
| 2026-09-24 | Basalt Health | Series A | $20M | — | NEA | Healthcare |
| 2026-09-24 | BigHat Biosciences | Series C | $75M | — | DFJ Growth; Premji Invest (co-leads) | Drug Discovery |
| 2026-09-24 | ByteAsk | Pre-seed | $1M | — | Y Combinator; Entrepreneur First | Software Development Applications |
| 2026-09-24 | Dextr AI | Seed | $7M | — | Elevation Capital | AI |
| 2026-09-24 | Feather | Pre-Seed | $8M | — | Gradient Ventures | Robotics |
Where the window's activity sits on the funding ladder: deal count (solid) against disclosed capital (faded) per stage, with the companies behind each cluster. Stages come from the reported round labels; undisclosed amounts count as zero capital.
Peak XV raised its Surge seed cap to $5M and backed 18 new startups (last 24h reports). WEH Ventures announced a first close of Fund III targeting Rs 250 Cr. DTCP launched a €455M fund expanding across the Nordics with a defence-tech tilt. LG Technology Ventures signaled it is hunting for startups in the Middle East including Saudi Arabia. Fund closes and caps are firm-level announcements; none equate to startup deployment yet.
| Lead Investor | Displayed Deals | Associated Round Sizes |
|---|---|---|
| AMD | 1 | $8.2B |
| Proem Asset Management | 1 | $180M |
| DFJ Growth; Premji Invest (co-leads) | 1 | $75M |
| SignalFire | 1 | $35M |
| Future Ventures | 1 | $25M |
| Index Ventures; Emergence Capital (seed); Accel (pre-seed) | 1 | $20M |
| NEA | 1 | $20M |
| Accel; Prosus | 1 | $10M |
Total sizes of associated rounds, not the lead investor's check sizes. Investor types are not inferred from their names.
PE flow is mid-market and deal-financing heavy: Luminate made a growth investment in pipe-inspection AI firm ITpipes; CIBC Innovation Banking led a syndicated debt facility for Main Capital Partners' acquisition of Orgvue; Eleco (LSE:ELCO) shares surged on a PE takeover offer; Weil rehired Peter Feist as US PE co-head. Coverage is thin — amounts and terms mostly undisclosed; the Orgvue facility size is not stated in evidence.
Princeton Equity closed franchise-focused Fund III at $1.3B and its hard cap. NYC's pension chief proposed a $5B expansion of private-markets climate investing — a proposal, not an allocation. An MWRA core-plus real estate debt mandate is open. EY-IVCA reports India PE/VC exits hit their highest monthly count in August, driven by stock-market sales. UK VC reportedly matches US long-term returns, with newer funds ahead.
AMD's announced $8.2B purchase of Fei-Fei Li's World Labs dominates — reported across Reuters, Bloomberg and others in the last 24h; framing is a bet on 'physical AI', with Li reported joining AMD. HubSpot acquired Liverpool sales-tech startup Trigify (terms undisclosed). Monzo–Nubank talks point toward a reported £10bn cross-border merger — talks, not a signed deal. Treat all M&A figures as announcement values until closing is confirmed.
Funding headlines from outside the tracked book — sourced links, not QL data.
The largest recent private rounds ($100M+) across the tracked book — 2247 ranked. Full board: quantlogix.ai/mega-rounds.
Biggest overnight changes in the graded company score — scores only move when disclosed data moves, and every repricing grades the score that was standing.
| Company | Score | Δ |
|---|---|---|
| Numeral | 45 → 60 | +15 |
| Radar | 61 → 51 | -10 |
| Firework | 42 → 39 | -3 |
Display-only private-markets tape from the tracked roster — formations, priced fundraises, valuation marks, and U.S. VC lead activity. No inferred amounts; empty sections stay empty.
Window: 2026-09-29 · sources: private-companies.json, investors.json
| Name | Round / detail | Amount / mark | Date |
|---|---|---|---|
| Outmarket | formation | — | 2026-09-29 |
| Astro Digital | formation | — | 2026-09-29 |
| Modulate | formation | — | 2026-09-29 |
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The Silicon Valley Private Market Daily — the 8pm PT desk close: qualified raises, roster re-rates and sector velocity from the QL private-market pipeline.
The private market remains heavily concentrated in AI and automation, with high-valuation megadeals persisting despite underlying sector volatility and investor skepticism regarding long-term robotics and inference valuations. Increased IPO activity in the space, alongside nascent regulatory shifts (e.g., tokenized stock trading), indicates a push toward greater liquidity even as fundamental uncertainties persist.
🗂️ Dataset updated: added 2 companies to the QuantLogix private-companies list — Outmarket, Modulate — 2,587 → 2,589. Append-only.
100 tracked names flagged for markdown risk — 125 scored nightly, 2462 left unscored (no comp bridge). Down rounds are recorded in the open ledger — receipts only work in public. Live boards: markdown-watch · down-round-ledger.
| # | Company | Sector | Risk Score | Band | Vs Comps | Last Mark | Last Round |
|---|---|---|---|---|---|---|---|
| 1 | Linktree | SaaS | 86 | High | +510% | $1.3B | 54 mo ago |
| 2 | Replit | Data / Infra | 86 | High | +178% | $9.0B | 41 mo ago |
| 3 | Xendit | Financial Services | 80 | High | +1884% | $2.7B | 53 mo ago |
| 4 | Forter | Fintech | 80 | High | +971% | $3.0B | 65 mo ago |
| 5 | Greenlight | Fintech | 80 | High | +617% | $2.3B | 66 mo ago |
| 6 | Betterment | Fintech | 80 | High | +437% | $1.1B | 42 mo ago |
| 7 | Cross River Bank | fintech | 80 | High | +218% | $3.0B | 54 mo ago |
| 8 | Pump | SaaS | 75 | High | +1631% | $1.5B | 28 mo ago |
Nightly score: comp-bridge premium (45%) · round staleness (30%) · IPO-readiness drag (15%) · funding deceleration (10%). Companies without a computable public-comp bridge stay unscored — never guessed.
63 markdowns detected all-time · 12 flagged beforehand · 51 missed · hit rate 19%
| Company | Detected | Event | Mark | Called? |
|---|---|---|---|---|
| Databricks | 2026-09-28 | Mark cut −29.5% | $190B → $134B | ✓ Flagged #92 · Moderate |
| Apex | 2026-09-28 | Mark cut −56.5% | $2.3B → $1.0B | ✗ Missed |
| Firework | 2026-09-28 | Mark cut −95.7% | $18B → $750M | ✗ Missed |
| Anchorage Digital | 2026-09-21 | Mark cut −28.6% | $4.2B → $3.0B | ✗ Missed |
| Etched | 2026-09-21 | Mark cut −51.5% | $10B → $5.0B | ✗ Missed |
| Found | 2026-09-21 | Mark cut −70.0% | $2.0B → $600M | ✗ Missed |
| Public | 2026-09-21 | Mark cut −99.4% | $190B → $1.2B | ✗ Missed |
| Upgrade | 2026-09-14 | Mark cut −30.8% | $7.3B → $5.0B | ✓ Flagged #64 · Moderate |
Down-round & valuation headlines scraped at publication from Google News, Hacker News, CNBC, Yahoo Finance and the wider tech press.
AMD's announced $8.2B World Labs purchase and HubSpot's Trigify deal show corporate buyers active at both ends of AI. If you're building in 'physical AI' or sales tooling, map your natural acquirers now — announced deals set reference prices even before they close.
Seven of 12 displayed deals are pre-seed/seed/A, but only one Series B and one Series C cleared this week. Mid-stage founders should expect diligence on the mark: Downside marks (Apex -56.5%, Firework -95.7%) are fresh in LP and buyer memory.
Anthropic's filing, with reported losses and compute costs on its 'warning list', will set the tone for late-stage AI pricing. India's EY-IVCA August exit data shows public-market sales dominating — a live route, but one that demands public-grade disclosure readiness.
Capital up 60.9% week-over-week but concentrated in one acquisition; underlying venture pace is steadier than the headline. Watch whether AMD–World Labs closes and how Anthropic's filing reprices late-stage AI. Downside marks and fintech's -80% week argue against extrapolating the AI spike.