Twelve disclosed deals worth $374M in the last 24h window. Twin $100M rounds set the pace: Universal Quantum's Series A (DCVC, Firgun Ventures) and Parallel Systems' Series C (AVP). Sequoia led Mecka AI's $60M Series B at a reported $500M post-money. Series B activity includes Vesta ($30M, Conversion Capital). Seed remains busy but small: Agentiq ($4M), Comparables.ai ($6M), Cori Clinical ($4M), with Desible.ai undisclosed. Note the funding feed shows Healthleap at $30M led by Hummingbird, while a separate announcement cites $38M from Sequoia, First Round and Hummingbird — treat the exact total as unconfirmed. Coverage is thin on the Mega-round board: OpenAI $142B, Waymo $16B, Scale AI $14B, all undated context.
Last-24h operational news cuts across AI and healthcare: Stellantis' CEO says the Wayve tie-up can cut self-driving costs and development time. Flock Safety is facing layoffs amid US opposition to AI cameras — a downside signal for one surveillance-tech name. Post-GoHealth, former execs are building a new Medicare-plan distribution approach. Skydance begins India layoffs. Ascensia announced a partnership with Sava on glucose microsensor tech; Sava separately raised €32.08M — announcement plus funding, distinct events. No closing confirmations appear in this batch.
Tracked-book weekly totals: 34 rounds, $1.53B disclosed, versus 25 rounds and $10.4B prior week — an 85.3% capital decline driven by the absence of last week's mega-rounds, not a broad slowdown. Energy ($200M) and Technology ($100M) appear from zero prior-week base. AI's collapse from $8.58B to $72.4M disclosed is the single biggest swing. External context today: Bulgaria-founded Varda Space hit a $1.6B valuation on a $250M raise; Italian VC totaled €1.465B across the first three quarters of 2026; NPR covers American investor appetite for European defense startups. Totals cover 2,657 tracked companies, not the whole market.
| Window | Rounds | Disclosed Amounts | Disclosed Capital |
|---|---|---|---|
| Last 24 hours | 0 | 0 | — |
| Last 7 days | 34 | 32 | $1.5B |
| Previous 7 days | 25 | 22 | $10B |
Week-over-week disclosed capital: -85.3%. 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 |
|---|---|---|---|---|
| Fintech | 6 | 2 | $333M | +202.3% |
| Enterprise Software | 4 | 1 | $262M | +1643.3% |
| Healthcare | 7 | 0 | $223M | Not comparable |
| Energy | 1 | 0 | $200M | Not comparable |
| Technology | 1 | 0 | $100M | Not comparable |
| Logistics | 1 | 0 | $100M | Not comparable |
| Cybersecurity | 3 | 4 | $75M | -75.5% |
| AI | 7 | 9 | $72M | -99.2% |
Four reported post-money marks this week: Mecka AI $500M on a $60M Series B (Sequoia), Vinci $1.5B on a $250M Series B (Advent, Temasek, Xora), Valon $2.3B on a $150M Series D (Ribbit), and RobCo at $1.0B — a 100% step up from $500M on a $40M secondary mixing partial employee liquidity with new investment; that basis is not a priced primary and warrants caution. Marks are as-reported, not independently verified; 30 weekly valuations are missing from coverage. Public-market readacross today: Airtel Money opened higher on debut but its $7B valuation missed expectations, and Michael Burry flagged private-markets risks — the bear counterweight to headline marks.
| Company / Round Date | Reported Post-Money | Prior Post-Money / Date | Mark Change | Evidence |
|---|---|---|---|---|
| Mecka AI 2026-10-07 | $500M | Unavailable | Not comparable | Tracked roster; source link unavailable |
| Vinci 2026-10-06 | $1.5B | Unavailable | Not comparable | Tracked roster; source link unavailable |
| RobCo 2026-10-05 | $1.0B | $500M 2026-01-01 | +100.0% | Tracked roster; source link unavailable |
| Valon 2026-10-05 | $2.3B | 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.
Twelve disclosed deals worth $374M in the last 24h window. Twin $100M rounds set the pace: Universal Quantum's Series A (DCVC, Firgun Ventures) and Parallel Systems' Series C (AVP). Sequoia led Mecka AI's $60M Series B at a reported $500M post-money. Series B activity includes Vesta ($30M, Conversion Capital). Seed remains busy but small: Agentiq ($4M), Comparables.ai ($6M), Cori Clinical ($4M), with Desible.ai undisclosed. Note the funding feed shows Healthleap at $30M led by Hummingbird, while a separate announcement cites $38M from Sequoia, First Round and Hummingbird — treat the exact total as unconfirmed. Coverage is thin on the Mega-round board: OpenAI $142B, Waymo $16B, Scale AI $14B, all undated context.
| Date | Company | Round | Amount | Reported Post-Money | Lead | Sector |
|---|---|---|---|---|---|---|
| 2026-10-08 | Rein Security | Series A | $25M | — | Glilot Capital, Sienna Venture Capital | Cybersecurity |
| 2026-10-08 | Universal Quantum | Series A | $100M | — | DCVC, Firgun Ventures | Technology |
| 2026-10-08 | Vesta | Series B | $30M | — | Conversion Capital | Fintech |
| 2026-10-07 | Agentiq | Seed | $4M | — | defy.vc | Fintech |
| 2026-10-07 | Comparables.ai | Seed | $6M | — | Pragmatech Venture Capital | Fintech |
| 2026-10-07 | Cori Clinical | Seed | $4M | — | Breega | Healthcare |
| 2026-10-07 | Desible.ai | Seed Plus | — | — | Prime Venture Partners | AI |
| 2026-10-07 | Healthleap | Series A | $30M | — | Hummingbird Ventures | Healthcare |
| 2026-10-07 | Mecka AI | Series B | $60M | $500M | Sequoia Capital | Artificial Intelligence |
| 2026-10-07 | MintNeuro | Venture | $5M | — | Odyssey Ventures | Healthcare |
| 2026-10-07 | Netsec | Venture | $10M | — | Partech | Cybersecurity |
| 2026-10-07 | Parallel Systems | Series C | $100M | — | AVP | Logistics |
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.
Weekly round count rose to 34 (32 disclosed) from 25, but disclosed capital fell 85.3% to $1.53B from $10.4B — fewer, smaller deals after last week's outsized totals. Sector mix shifted toward Healthcare (7 rounds, $223M, no prior-week base) and Fintech (6 rounds, $332.5M, +202.3%), while AI's disclosed capital dropped 99.2% to $72.4M against last week's $8.58B, and Cybersecurity fell 75.5% to $75M despite three rounds. Enterprise Software jumped to $261.5M from $15M. All figures cover tracked disclosed rounds only, not the market. External context: Denver VC hit a Q3 record on AI demand, and KPMG's Venture Pulse Q2 2026 landed today.
| Lead Investor | Displayed Deals | Associated Round Sizes |
|---|---|---|
| DCVC, Firgun Ventures | 1 | $100M |
| AVP | 1 | $100M |
| Sequoia Capital | 1 | $60M |
| Conversion Capital | 1 | $30M |
| Hummingbird Ventures | 1 | $30M |
| Glilot Capital, Sienna Venture Capital | 1 | $25M |
| Partech | 1 | $10M |
| Pragmatech Venture Capital | 1 | $6M |
Total sizes of associated rounds, not the lead investor's check sizes. Investor types are not inferred from their names.
Hexagon's $535M agreed acquisition of TA-backed Rocscience is the day's headline PE-adjacent deal. Spark Pediatrics secured $35M in growth capital. Consonance Capital Partners closed Fund III at $1.35B, described as oversubscribed — fund size, not startup deployment. SEVA Growth nearly doubled its debut fund to $160M in under a month. ServicePower named Rob McGinnis CEO. In Spain, INGHO is being integrated into Studibo with Baker Tilly advising. Fund closes and governance changes are announcements; deal closings are not confirmed here.
Fundraising dominated today's flow: Consonance's $1.35B healthcare Fund III close (Business Wire/Dealroom), SEVA Growth's $160M debut close, Nabventures' first close of Rs 450 crore toward a Rs 1,500 crore second fund, and Marin Sonoma Impact Ventures' $11M Fund II. SoftBank is reportedly seeking $100B from Gulf investors for AI growth — a reported fundraising effort, not a close. Context: NPR on US investors in European defense; the Azeri wealth fund holds $94M in SEE bonds and shares; TTC Pension Plan profiled. Fund sizes are LP commitments, not investments into startups.
Hexagon agreed to acquire TA-backed Rocscience for $535M — announced, closing not confirmed in coverage. Duetto is buying Flyr Hospitality, exiting hotel pricing per Skift. The Business Journals reports Passport founders' sale to Arrive will recycle capital into Charlotte's ecosystem, and a Delray Beach travel company acquired an AI startup with a 2027 relaunch planned. BioPharma Dive flags Caribou as potential reverse-merger target material — speculative, not a deal. The Recursive's recent-context piece on 'silent M&A' argues some startups may prefer selling over raising; treat as commentary, not evidence of a wave.
Funding headlines from outside the tracked book — sourced links, not QL data.
The largest recent private rounds ($100M+) across the tracked book — 2282 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 |
|---|---|---|
| Mecka AI | 49 → 67 | +18 |
| Blue Origin | 65 → 49 | -16 |
| Parallel Systems | 57 → 61 | +4 |
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: 2026-10-09 · sources: private-companies.json, investors.json
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No in-tree private-market events matched the report window; amounts and valuations were not inferred.
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 on artificial intelligence and robotics, with significant capital flowing to both established AI labs (Manus) and specialized application-layer AI startups (Mecka AI, Gudea, Persona). Uncertainty persists regarding the long-term valuation of these AI-native businesses, particularly as mega-rounds like those for Manus and ongoing talks for Applied Compute dominate deal flow. The exit environment remains focused on M&A, as highlighted by PitchBook data on Bay Area tech liquidity.
🗂️ Dataset updated: added 3 companies to the QuantLogix private-companies list — UniSieve, Gudea, Peppermint — 2,657 → 2,660. Append-only.
100 tracked names flagged for markdown risk — 125 scored nightly, 2532 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 | +763% | $1.3B | 55 mo ago |
| 2 | Replit | Data / Infra | 86 | High | +251% | $9.0B | 42 mo ago |
| 3 | Kajabi | SaaS | 85 | High | +148% | $2.0B | 65 mo ago |
| 4 | Xendit | Financial Services | 80 | High | +1752% | $2.7B | 53 mo ago |
| 5 | Forter | Fintech | 80 | High | +900% | $3.0B | 65 mo ago |
| 6 | Greenlight | Fintech | 80 | High | +570% | $2.3B | 66 mo ago |
| 7 | Betterment | Fintech | 80 | High | +401% | $1.1B | 42 mo ago |
| 8 | Varo | Fintech | 80 | High | +296% | $2.5B | 61 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.
75 markdowns detected all-time · 16 flagged beforehand · 59 missed · hit rate 21.3%
| Company | Detected | Event | Mark | Called? |
|---|---|---|---|---|
| Unacademy | 2026-10-05 | Mark cut −5.5% | $218M → $206M | ✗ Missed |
| Abridge | 2026-10-05 | Mark cut −6.8% | $5.7B → $5.3B | ✓ Flagged #38 · Elevated |
| Kling AI | 2026-10-05 | Mark cut −10.0% | $20B → $18B | ✓ Flagged #16 · Elevated |
| Guild Education | 2026-10-05 | Mark cut −14.8% | $4.4B → $3.8B | ✗ Missed |
| Harness | 2026-10-05 | Mark cut −14.8% | $5.5B → $4.7B | ✓ Flagged #60 · Elevated |
| OfBusiness | 2026-10-05 | Mark cut −20.0% | $5.0B → $4.0B | ✗ Missed |
| o9 Solutions | 2026-10-05 | Mark cut −27.0% | $3.7B → $2.7B | ✗ Missed |
| Houzz | 2026-10-05 | Mark cut −54.3% | $4.0B → $1.8B | ✗ Missed |
Down-round & valuation headlines scraped at publication from Google News, Hacker News, CNBC, Yahoo Finance and the wider tech press.
Five seed-stage deals on the tape but only $14M disclosed across Agentiq, Comparables.ai, Cori Clinical and MintNeuro. Checks are small and leads are niche (defy.vc, Breega, Pragmatech). If you're raising pre-A now, expect tight sizing and sector-specific leads; the $100M+ money is going to later-stage and hardware-deep names like Universal Quantum and Parallel Systems.
Valon at $2.3B, Vinci at $1.5B, RobCo doubling to $1B. But RobCo's step-up came via a partial secondary, a softer basis than a priced round, and Burry's private-markets warnings ran today. If you're pricing a late Series, anchor to the strongest comps, not the secondary prints, and expect diligence on mark quality.
Hexagon paying $535M for TA-backed Rocscience and Duetto buying Flyr show strategics paying up for defensible vertical software. The Recursive's 'sale over raise' thesis is commentary, not data, but the deals behind it are real. If growth capital terms look punitive, a strategic sale is a live alternative worth testing.
Watch two threads: whether last week's mega-round pullback persists beyond a one-week lull, and whether the 100 markdown-watch names see further cuts after Unacademy (-5.5%), Abridge (-6.8%) and Kling AI (-10%). Mecka AI's $500M post-money and any closing confirmation on Hexagon–Rocscience are the nearest markers.