Twelve disclosed deals totaling $2.0B on the displayed tape (last 7 days; tracked disclosed rounds only, not the whole market). TypeSafe AI's $870M Series A at a reported $7.5B post-money (a16z) and Manus AI's $500M growth round (Boyu/IDG) account for over two-thirds of it. Atlas Atomics raised $400M at $1.9B post-money (General Catalyst) in Energy; Hone's $60M Benchmark seed at $285M post-money is the tape's largest seed. Robotics (Ultra, $50M, Framework Ventures) and Space (Kapta Space, Fortastra) also appear. All are announcements as reported; closing terms are as stated in source data. The mega-round board (OpenAI $122B, Waymo $16B, Scale AI $14B) reflects tracked marks, not new investment this week.
Largest new item: Oratomic raised $775M for fault-tolerant quantum computing development (Data Center Dynamics, last 24h) — outside the tracked tape. Other 24h items: Boldfit raised ₹400 Cr from Bharat Value Fund for retail expansion (Inc42); a phase-change materials startup raised a $14.9M Series A for a fibre production line (Dealroom); USV is folding its energy strategy into its core fund (CryptoRank). Apple hired employees and licensed tech from AI podcast startup Huxe (Music Ally) — an acqui-hire pattern worth watching. Coverage on all items is headline-level; no source_url verification available in this dataset.
Scope: tracked disclosed rounds only. Weekly: 47 rounds, $3.45B disclosed, down 13.2% from $3.97B last week despite more deals — average check size compressed. AI led with 14 rounds/$1.58B (+16.2%). Energy spiked +242.9% to $600M on two rounds, driven by Atlas Atomics' $400M — concentration risk, not breadth. Healthcare reappeared at $223M across 7 rounds after a zero week. Cybersecurity fell 75.5% to $75M. Fintech slipped 18.3% to $212.5M. Enterprise Software rose modestly to $284.7M. One round is missing a weekly amount.
| Window | Rounds | Disclosed Amounts | Disclosed Capital |
|---|---|---|---|
| Last 24 hours | 0 | 0 | — |
| Last 7 days | 47 | 46 | $3.4B |
| Previous 7 days | 29 | 25 | $4.0B |
Week-over-week disclosed capital: -13.2%. 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 | 14 | 8 | $1.6B | +16.2% |
| Energy | 2 | 1 | $600M | +242.9% |
| Enterprise Software | 5 | 3 | $285M | +7.4% |
| Healthcare | 7 | 0 | $223M | Not comparable |
| Fintech | 6 | 3 | $213M | -18.3% |
| Technology | 1 | 0 | $100M | Not comparable |
| Logistics | 1 | 0 | $100M | Not comparable |
| Cybersecurity | 3 | 4 | $75M | -75.5% |
TypeSafe AI is the outlier: reported post-money moved from $200M (2026-09-15) to $7.5B (2026-10-09), a +3,650% change in under a month alongside an $870M Series A — extraordinary step-up; basis is 'reported post-money' with no source URL, so treat as unverified. New reported marks: Hone $285M, Atlas Atomics $1.9B, Sabi $600M, Mecka AI $500M, Vinci $1.5B. Markdown watch: Linktree and Replit (86/100, High), Kajabi (85/100) — 125 scored, 2,532 unscored. Ledger: 100 on watch; recent events include Mistral AI mark cut -41.7% and Applied Compute -56.7%.
| 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 |
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 totaling $2.0B on the displayed tape (last 7 days; tracked disclosed rounds only, not the whole market). TypeSafe AI's $870M Series A at a reported $7.5B post-money (a16z) and Manus AI's $500M growth round (Boyu/IDG) account for over two-thirds of it. Atlas Atomics raised $400M at $1.9B post-money (General Catalyst) in Energy; Hone's $60M Benchmark seed at $285M post-money is the tape's largest seed. Robotics (Ultra, $50M, Framework Ventures) and Space (Kapta Space, Fortastra) also appear. All are announcements as reported; closing terms are as stated in source data. The mega-round board (OpenAI $122B, Waymo $16B, Scale AI $14B) reflects tracked marks, not new investment this week.
| 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.
Tape breadth: 47 rounds weekly, 46 disclosed, against 29 the week prior — deal count up even as dollars fell. Most-active leads each did one deal on the displayed tape; round sizes shown are totals, not individual checks. Elsewhere: Endeavor Catalyst raised $320M; Dubai's Oraseya Capital doubled its fund to Dh1B (~$272.3M per waya.media); GapMinder led VoicePatrol, reported at €3M by The Recursive and $3.4M by The Romania Journal — figures conflict, treat as approximate. Capital Brief reports Australian VCs under mounting LP pressure over exits as funding flatlines — a structural constraint, not a one-week signal.
| 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.
CCC Intelligent Solutions stock popped on buyout talks, defying AI-sector fears (Barron's, last 24h) — talks only, nothing signed. Hexagon's $535M Rocscience purchase is the cleanest closed-deal datapoint. Fund formation: Infinite Partners raised $169.3M for South African growth businesses (TechCabal); Dentons advised PIDG, Oikocredit and FMO on a $26M Series B in East Africa Foods — development-finance capital, not classic PE. CIBC launched three new mutual funds (retail product, marginal to private markets). Deal activity is thin this window; the CCC process is the main public-markets crossover signal.
Temasek will merge Seviora, Azalea and SeaTown asset management units (Mingtiandi, last 24h) — consolidation at the sovereign level. Pensam plans to shift €1.3B from US to Europe over five years (AMWatch) — allocation rotation, not new capital. PERE reports Q3 fundraising marked the lowest quarterly volume since 2013 — a real-estate-specific datapoint but the sharpest sentiment signal in this set. M&G launched a £74M real assets private credit LTAF. Wealth Club is marketing pre-IPO private-markets funds offering access to AI names including Anthropic — retail-adjacent wrapping, not new company funding. CIP's anchor close and I Squared's MD hire round out infra activity.
Headline process: Amazon is in talks to acquire Israeli-founded AI startup Decart for a reported $7B (WSJ via multiple outlets). These are talks — no signed deal; Treat accordingly. Completed or reported deals: Hexagon's $535M acquisition of Rocscience (Mining Magazine) and Salesforce's acquisition of Loops, estimated at ~$30M (CTech) — a small exit that fits the recent pattern of sub-$50M strategic tuck-ins. INWIT shareholders are reportedly exploring financing for a potential take-private; exploratory, not announced. Corporate buyers remain the most active exit channel on this evidence set.
Funding headlines from outside the tracked book — sourced links, not QL data.
The largest recent private rounds ($100M+) across the tracked book — 2357 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: 2026-10-11 · sources: private-companies.json, investors.json
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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 exhibits extreme concentration in the AI sector, with massive capital requests for inference infrastructure (Baseten) and persistent valuation premiums for frontier AI entities. A broadening effort exists to capture manufacturing and supply chain digitization (Bloom), though a clear bifurcation persists between 'elsewhere' founders supported by groups like Endeavor Catalyst and the hyper-concentration of capital in Silicon Valley AI startups. Uncertainty remains high regarding IPO prospects for heavily-funded AI companies.
🗂️ Dataset updated: added 1 company to the QuantLogix private-companies list — Bloom — 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.
78 markdowns detected all-time · 18 flagged beforehand · 60 missed · hit rate 23.1%
| Company | Detected | Event | Mark | Called? |
|---|---|---|---|---|
| Homeward | 2026-10-12 | Down round −4.4% | $837M → $800M | ✗ Missed |
| Mistral AI | 2026-10-12 | Mark cut −41.7% | $24B → $14B | ✓ Flagged #47 · Elevated |
| Applied Compute | 2026-10-12 | Mark cut −56.7% | $3.0B → $1.3B | ✓ Flagged #32 · Elevated |
| 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 |
Down-round & valuation headlines scraped at publication from Google News, Hacker News, CNBC, Yahoo Finance and the wider tech press.
A reported move from $200M to $7.5B post-money in 27 days, on an $870M Series A, will be cited in every AI term-sheet negotiation this quarter. It is one datapoint on a 'reported' basis with no disclosed source URL. Treat it as an outlier, not a market: the same week saw marks cut 41.7% and 56.7% on other names. Anchor your raise to metrics, not to the loudest print.
Primary rounds are up (47 rounds, AI capital +16.2%) while secondary marks are being cut hard (Mistral AI -41.7%, Applied Compute -56.7%) and 100 names sit on the markdown watch, led by Linktree, Replit and Kajabi scoring high vs. public comps. If you plan a secondary or tender, price to the markdown math, not last round. Public-comp gaps are narrowing from above.
Exit evidence this week skews small and strategic: Salesforce-Loops at an estimated ~$30M, Apple hiring out of Huxe, Hexagon paying $535M for Rocscience. Meanwhile Australian LPs are pressing VCs on exits and Q3 fundraising hit its lowest volume since 2013 (real estate). If a large round isn't clearly warranted, a disciplined tuck-in sale may be the better path — start mapping buyers early.
Split tape: headline AI rounds (TypeSafe, Manus, Atlas Atomics) are inflating dollar totals while average check size fell 13.2% week-over-week and secondary marks are being cut sharply. Exits remain the binding constraint — Q3 fundraising at 13-year lows and LP pressure in Australia point to continued selectivity. Watch whether the Amazon–Decart talks close; a $7B AI acquisition would reset M&A comparables.