Twelve rounds on today's displayed tape total $2.0B disclosed, but the tracked-book weekly picture is thinner: 51 rounds and $3.65B across the last 7 days, down 70.1% from $12.18B the prior week — a reminder that single mega-rounds (last week's tape) dominate these swings. AI led with 15 rounds/$1.59B, down 83.4% week-over-week despite TypeSafe AI's $870M Series A and Manus AI's $500M growth round. Energy jumped to $600M (Atlas Atomics $400M at a $1.9B reported post-money), Fintech rose to $362.5M (Valon's $150M Series D at $2.3B), and Healthcare returned with 7 rounds/$223M after zero the prior week. Cybersecurity fell 75.5% to $75M. Coverage gaps: 43 of 2452 eligible rounds missing weekly valuations; totals cover tracked companies, not the whole private market.
Last 24 hours: GTCR/Elliott reportedly near CCC Intelligent Solutions deal (shares +13%); Nvidia–Reflection AI talks reported across FT-citing outlets; SoftBank's Masayoshi Son reportedly seeking $100B (Times of India headline, unverified figures). Recent context: Baseten reportedly raised $1.5B for AI inference infrastructure; Oxide Computer raised $445M for data-center rack production; Sequoia-backed chip startup Nuvacore is seeking funding at roughly a $2.5B valuation (Reuters, sources-based — deal not closed). Korea's MSS is backing 103 AI tools to speed startup launches. Ramp's $60B worth is recent-context valuation reporting, not new money. Anthropic IPO chatter circulates; no filing evidence in today's data.
Within the tracked book, sector dispersion was wide: Energy +242.9% and Fintech +229.5% week-over-week, while AI fell 83.4% and Cybersecurity 75.5% on smaller bases and round timing. Healthcare and Logistics appeared fresh with no prior-week baseline. Broader signals from coverage: Tech billionaires gained $845B in 2026 amid the AI boom, and tokenized pre-IPO stock market cap grew 16x — both market-context datapoints, not startup-funding measures. Dubai hospitality-tech and Korea physical-AI roundups suggest geographic breadth, but evidence is thin on actual deal flow there. Reminder: these totals cover 2,680 tracked companies, not the whole market; timing of a few large rounds drives the percentage swings.
| Window | Rounds | Disclosed Amounts | Disclosed Capital |
|---|---|---|---|
| Last 24 hours | 0 | 0 | — |
| Last 7 days | 51 | 49 | $3.6B |
| Previous 7 days | 29 | 26 | $12B |
Week-over-week disclosed capital: -70.1%. 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 | 15 | 10 | $1.6B | -83.4% |
| Energy | 2 | 1 | $600M | +242.9% |
| Fintech | 7 | 2 | $363M | +229.5% |
| Enterprise Software | 6 | 2 | $285M | +7.4% |
| Healthcare | 7 | 0 | $223M | Not comparable |
| Technology | 1 | 0 | $100M | Not comparable |
| Logistics | 1 | 0 | $100M | Not comparable |
| Cybersecurity | 3 | 4 | $75M | -75.5% |
Eight reported post-money marks this week. The outlier: TypeSafe AI's $7.5B, up 3,650% from $200M on Sept 15 — a four-week gap between marks with an $870M round in between; treat the step-up as reported, and note the base was days old, not a stale annual mark. Atlas Atomics at $1.9B post on a $400M Series A implies modest dilution. RobCo doubled $500M→$1B via a partial-employee-liquidity secondary. Valon's $2.3B Series D and Sabi's $600M seed round out the set. Markdown watch tops out at Linktree (86/100, +756% vs public comps), Replit (86, +228%) and Kajabi (85, +146%); 100 companies on watch, 2,532 unscored. Recent mark cuts: Kling AI -10%, Abridge -6.8%, Unacademy -5.5%.
| Company / Round Date | Reported Post-Money | Prior Post-Money / Date | Mark Change | Evidence |
|---|---|---|---|---|
| Hone 2026-10-09 | $285M | Unavailable | Not comparable | Tracked roster; source link unavailable |
| TypeSafe AI 2026-10-09 | $7.5B | $200M 2026-09-15 | +3650.0% | Tracked roster; source link unavailable |
| Atlas Atomics 2026-10-08 | $1.9B | Unavailable | Not comparable | Tracked roster; source link unavailable |
| Sabi 2026-10-08 | $600M | Unavailable | Not comparable | Tracked roster; source link unavailable |
| 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 rounds on today's displayed tape total $2.0B disclosed, but the tracked-book weekly picture is thinner: 51 rounds and $3.65B across the last 7 days, down 70.1% from $12.18B the prior week — a reminder that single mega-rounds (last week's tape) dominate these swings. AI led with 15 rounds/$1.59B, down 83.4% week-over-week despite TypeSafe AI's $870M Series A and Manus AI's $500M growth round. Energy jumped to $600M (Atlas Atomics $400M at a $1.9B reported post-money), Fintech rose to $362.5M (Valon's $150M Series D at $2.3B), and Healthcare returned with 7 rounds/$223M after zero the prior week. Cybersecurity fell 75.5% to $75M. Coverage gaps: 43 of 2452 eligible rounds missing weekly valuations; totals cover tracked companies, not the whole private market.
| Date | Company | Round | Amount | Reported Post-Money | Lead | Sector |
|---|---|---|---|---|---|---|
| 2026-10-09 | Hone | Seed | $60M | $285M | Benchmark | AI |
| 2026-10-09 | Kapta Space | Series A | $24M | — | Washington Harbour Partners | Space |
| 2026-10-09 | Klarent | Seed | $8M | — | Mosaic Ventures | Enterprise Software |
| 2026-10-09 | Meticulous | Series A | $15M | — | Chemistry | Enterprise Software |
| 2026-10-09 | TypeSafe AI | Series A | $870M | $7.5B | Andreessen Horowitz | AI |
| 2026-10-09 | Ultra | Series A | $50M | — | Framework Ventures | Robotics |
| 2026-10-08 | Atlas Atomics | Series A | $400M | $1.9B | General Catalyst | Energy |
| 2026-10-08 | Catalyst | Seed | $30M | — | Sequoia Capital | Fintech |
| 2026-10-08 | Fortastra | Series A | $30M | — | First In | Space |
| 2026-10-08 | GUDEA | Seed | $7M | — | Mudita Venture Partners, Collide Capital | AI |
| 2026-10-08 | KONST | Series B | $30M | — | ADATA Technology | AI Infrastructure |
| 2026-10-08 | Manus AI | Growth | $500M | — | Boyu Capital / IDG Capital | AI |
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.
Benchmark led Hone's $60M Seed at a $285M reported post-money — a notable sized seed for the firm. Chemistry (Meticulous, $15M) and Mosaic Ventures (Klarent, $8M) were active in enterprise software. Andreessen Horowitz's TypeSafe AI round headline figure is the total round size, not the check. Fund-close news: Endeavor Catalyst closed $320M Fund V with Jordan's ISSF among lead LPs; Rice University launched One Giant Leap Ventures for university-affiliated startups; MSIV Fund II raised $11M+ for North Bay startups. Korea commentary weighed where investor value-add ends and founder execution begins. A TechFlow piece asks why most VC funds haven't yet returned capital to LPs — a distributed caution worth tracking against the AI deal count.
| Lead Investor | Displayed Deals | Associated Round Sizes |
|---|---|---|
| Andreessen Horowitz | 1 | $870M |
| Boyu Capital / IDG Capital | 1 | $500M |
| General Catalyst | 1 | $400M |
| Benchmark | 1 | $60M |
| Framework Ventures | 1 | $50M |
| Sequoia Capital | 1 | $30M |
| First In | 1 | $30M |
| ADATA Technology | 1 | $30M |
Total sizes of associated rounds, not the lead investor's check sizes. Investor types are not inferred from their names.
Headline item: GTCR and Elliott are reportedly near a deal to acquire CCC Intelligent Solutions, with the public stock up 13% on the news (Bloomberg-sourced reports; headlines say 'near deal' — no definitive agreement confirmed in this data). Weekly deal roundups cite Option Care Health, PTC and Energy Transfer transactions. Healthcare.digital ran Nelson Advisors' analysis of Lanas' acquisition of indici and New Zealand market expansion — an announced deal commentary, not a new transaction. Personnel: Troutman Pepper Locke added Reed Balmer as partner in its PE and funds practice. Goldman's Mark Wilson argues not to fight the narrow AI bull market — a positioning datapoint, not PE guidance.
SoftBank angle dominates: Times of India reports Masayoshi Son is seeking $100B after a headline-claimed $65B invested in OpenAI — the $65B figure comes from the headline, not verified filings, and 'seeking' means fundraising intent, not closed capital. Fund closes: Endeavor Catalyst's $320M Fund V (ISSF among lead LPs) is the cleanest confirmed close in today's data; MSIV Fund II's $11M+ is small but confirmed. New entrant: Rice University's One Giant Leap Ventures targeting university-affiliated startups. Context: Ramp's reported $60B worth and the 16x growth in tokenized pre-IPO market cap both speak to late-stage liquidity alternatives, but neither is a fund-size or deployment datapoint.
The active thread is Nvidia–Reflection AI: multiple outlets (citing FT reporting) say Nvidia is in talks to deepen its investment in or acquire the open-source AI startup, framed as a counter to DeepSeek. Treat as reported talks, not a signed deal; terms and even deal structure (stake vs. acquisition) remain unresolved. Separately, Apple acqui-hired the team behind defunct AI podcast app Huxe, with licensing of Raiza Martin's technology reported — a small tuck-in, not a platform bet. GTCR and Elliott are reportedly near a take-private of CCC Intelligent Solutions; shares jumped 13% on the report. DealStreetAsia's editor note flags a 'silent M&A wave' where the next funding round looks less attractive than a sale.
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 |
|---|---|---|
| Ultra | 46 → 56 | +10 |
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: 2026-10-10 · sources: private-companies.json, investors.json
| Name | Round / detail | Amount / mark | Date |
|---|---|---|---|
| Sabi | formation | — | 2026-10-10 |
| Polyphron | formation | — | 2026-10-10 |
| Persona (AI assistant) | formation | — | 2026-10-10 |
| GUDEA | formation | — | 2026-10-10 |
| Phinity Labs | formation | — | 2026-10-10 |
| KONST | formation | — | 2026-10-10 |
| Atlas Atomics | formation | — | 2026-10-10 |
No rows in the report window.
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Weekend — payload available; weekday auto-DM is Mon–Fri 8:00 AM PT.
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 shows extreme concentration in high-capital intensive sectors like Quantum (Oratomic) and Aerospace (Stoke), which are commanding massive late-stage rounds. Simultaneously, there is notable volatility and skepticism regarding AI-driven valuations, evidenced by the abrupt cancellation of the Firmus IPO due to market hesitation and revised revenue expectations from major players like OpenAI. Investment activity remains high for early-stage AI infrastructure, as seen by the successful $1.6B launch of Bain Capital Ventures' latest fund.
🗂️ Dataset updated: added 1 company to the QuantLogix private-companies list — Peppermint — 2,680 → 2,681. 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 | +756% | $1.3B | 55 mo ago |
| 2 | Replit | Data / Infra | 86 | High | +228% | $9.0B | 42 mo ago |
| 3 | Kajabi | SaaS | 85 | High | +146% | $2.0B | 65 mo ago |
| 4 | Xendit | Financial Services | 80 | High | +1740% | $2.7B | 53 mo ago |
| 5 | Forter | Fintech | 80 | High | +893% | $3.0B | 65 mo ago |
| 6 | Greenlight | Fintech | 80 | High | +565% | $2.3B | 66 mo ago |
| 7 | Betterment | Fintech | 80 | High | +398% | $1.1B | 42 mo ago |
| 8 | Varo | Fintech | 80 | High | +291% | $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.
TypeSafe AI went from a $200M valuation on Sept 15 to a reported $7.5B post-money on Oct 9 — a 3,650% jump in under a month, funded by an $870M Series A led by Andreessen Horowitz. Rounds like this happen, but a mark that fresh offers no prior-quarter anchor. If you benchmark your own raise against it, remember it is a reported post-money figure from a weeks-old base, not an audited mark, and coverage shows no source URL to verify the prior valuation.
Kling AI (-10%), Abridge (-6.8%) and Unacademy (-5.5%) took mark cuts this week, and 100 companies sit on the markdown watch list with Linktree, Replit and Kajabi scoring 85–86 on premium-to-comps measures. The lesson isn't that AI is over — it's that funds mark to something, and when public comps move or rounds go stale, paper valuations follow. If you're raising a late series, expect investors to discount your last mark, not inherit it.
RobCo's $40M round combined partial employee liquidity with new investment at a doubled $1B post-money — evidence that secondaries are a live tool even in a week when total disclosed capital fell 70%. For founders with long-tenured teams, structured secondaries can retain talent without a full repricing, and they don't require the $7.5B-type step-up TypeSafe got.
The tape narrows: $3.65B weekly disclosed versus $12.18B prior, with AI down 83% even after TypeSafe and Manus. Energy and fintech supplied the diversification. Watch three threads — GTCR/Elliott–CCC closing, Nvidia–Reflection AI resolution, and whether Son's $100B pursuit firms up. Downside risk: mark-cut momentum on 100 watch-list names versus an AI bull case Goldman says not to fight.