12 disclosed deals totaling $1.6B in the window. TypeSafe AI's $870M Series A at a reported $7.5B post-money, led by Andreessen Horowitz, is roughly half the tape and carries a reported prior mark of $200M dated 2026-09-15 — a +3650% change in under a month that warrants scrutiny of the basis. Atlas Atomics raised $400M at $1.9B post-money (General Catalyst). Six seeds on the tape, including Hone at $60M/$285M post-money (Benchmark). Leaderboard figures reflect total round sizes, not individual checks; each listed lead shows one deal. Weekly tracked book: 35 rounds, $2.68B, down 14% from $3.11B last week. Scope is 2,699 tracked companies, not the whole market.
Last 24h: IBM signed an MoU with India's MeitY Startup Hub to accelerate deeptech startups (multiple outlets). Startup Ireland formally launched with a planned Dublin city hub. Imperial College London presented quantum work in San Francisco. SUSS expanded its innovation ecosystem via a partnership with Ignite Next. These are ecosystem and partnership announcements with no disclosed capital; treat them as context, not funding events. Coverage of the broader startup news cycle is otherwise thin in today's evidence set.
European startups raised €15.8B in September (Trending Topics). DC venture funding doubled to $1.4B in Q3 but with fewer startups reporting cash — concentration at the top is the recurring theme, echoed by Baltimore coverage noting steady deal count with capital concentrated in fewer companies. Australian startup funding rose 80% in Q3 even excluding the Firmus megaround, though big deals dominated. Cyprus startups secured over €110M across 28 deals in 2026. These are regional figures, not comparable to the tracked-book totals above.
| Window | Rounds | Disclosed Amounts | Disclosed Capital |
|---|---|---|---|
| Last 24 hours | 0 | 0 | — |
| Last 7 days | 35 | 34 | $2.7B |
| Previous 7 days | 37 | 33 | $3.1B |
Week-over-week disclosed capital: -14.0%. 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 | 11 | 10 | $1.6B | +742.7% |
| Energy | 1 | 1 | $400M | +100.0% |
| Fintech | 5 | 4 | $123M | -65.0% |
| Technology | 1 | 0 | $100M | Not comparable |
| Logistics | 1 | 0 | $100M | Not comparable |
| Healthcare | 5 | 2 | $72M | -52.3% |
| Artificial Intelligence | 1 | 0 | $60M | Not comparable |
| Legal Services | 1 | 0 | $60M | Not comparable |
ASIC flagged that EY and PwC ticked off $80B in private assets without sufficient proof (AFR) — a direct challenge to private-mark valuation rigor, and separately flagged valuation blind spots in Australia's pension funds. Sarvam AI is reportedly eyeing a $300M raise at a $3B valuation — talks only. DeepSeek reportedly doubled its round to 100bn yuan with valuation holding steady. Bumble is in advanced talks to go private at ~$1B, described as a steep fall from peak — public-market read-through for consumer tech marks. Pre-IPO ETPs offering listed exposure to private valuations are drawing attention.
| 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 |
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 disclosed deals totaling $1.6B in the window. TypeSafe AI's $870M Series A at a reported $7.5B post-money, led by Andreessen Horowitz, is roughly half the tape and carries a reported prior mark of $200M dated 2026-09-15 — a +3650% change in under a month that warrants scrutiny of the basis. Atlas Atomics raised $400M at $1.9B post-money (General Catalyst). Six seeds on the tape, including Hone at $60M/$285M post-money (Benchmark). Leaderboard figures reflect total round sizes, not individual checks; each listed lead shows one deal. Weekly tracked book: 35 rounds, $2.68B, down 14% from $3.11B last week. Scope is 2,699 tracked companies, not the whole market.
| Date | Company | Round | Amount | Reported Post-Money | Lead | Sector |
|---|---|---|---|---|---|---|
| 2026-10-12 | Ambi | Pre-Series A | $26M | — | Luminous Ventures | AI |
| 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 |
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.
UK VC firms raised a record $6.9B in the strongest fundraising quarter on record (The Times, Disruption Banking). Genesys Capital closed the second close of its University Seed Fund with Sunnybrook and UHN as hospital partners. Czech IP Lab Ventures secured a €27M EIF investment. DC quarterly venture funding doubled to $1.4B, though Technical.ly reports fewer startups are reporting cash on hand — a counterweight to the headline number. Banque Misr extended a $190M facility to founders for residential project acquisition; that is debt financing, not venture equity.
| Lead Investor | Displayed Deals | Associated Round Sizes |
|---|---|---|
| Andreessen Horowitz | 1 | $870M |
| General Catalyst | 1 | $400M |
| Benchmark | 1 | $60M |
| Framework Ventures | 1 | $50M |
| Sequoia Capital | 1 | $30M |
| First In | 1 | $30M |
| ADATA Technology | 1 | $30M |
| Luminous Ventures | 1 | $26M |
Total sizes of associated rounds, not the lead investor's check sizes. Investor types are not inferred from their names.
Last 24h: Accordion acquired Stride to deepen AI services for private equity (Business Wire). Adams Street launched AVNGR, a venture and growth evergreen fund. Rocket Software announced the acquisition of Geniez AI for agentic AI in mainframe modernization. Bregal Milestone backed Asolvi's AI-first field service software. Adenia Partners is listing Kenyan retailer Quickmart. Norrsken22's Africa strategy was profiled. Terms and sizes are largely undisclosed in the available excerpts; announcements only unless noted as closed.
ASIC's scrutiny of valuation blind spots in Australia's pension funds is the standout governance item. M&G launched its first Long-Term Asset Fund backed by the firm's £138bn With-Profits fund. Africa Nature Impact Fund targets $100M. The ICI's annual report flags private markets and ETF reform as 2026 priorities. A MarketWatch piece ties a SpaceX launch shortage to a $100B investing spree — treat as reported context, not a fund closing. Fund-size headlines do not equal deployment into startups.
All deal activity is at reported-talks stage except one closing. Amazon is reportedly in talks to acquire AI startup Decart for around $7B (multiple outlets, Oct 12) — talks, not a signed deal. CrowdStrike is in advanced talks to acquire Israeli startup Orion for $500M (CTech). Salesforce's purchase of Israeli AI analytics startup Loops is reported at $30M and appears completed. A Recursive piece argues a 'silent M&A wave' where selling beats raising — consistent with weak late-stage funding dynamics, but it is commentary, not transaction evidence.
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 |
|---|---|---|
| Manus AI | 52 → 73 | +21 |
| Homeward | 38 → 54 | +16 |
| TypeSafe AI | 59 → 65 | +6 |
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: 2026-10-12 · sources: private-companies.json, investors.json
| Name | Round / detail | Amount / mark | Date |
|---|---|---|---|
| Ambi | formation | — | 2026-10-12 |
| Name | Round / detail | Amount / mark | Date |
|---|---|---|---|
| Ambi | Pre-Series A | $26M | 2026-10-12 |
| Name | Round / detail | Amount / mark | Date |
|---|---|---|---|
| Ambi | Pre-Series A | — | 2026-10-12 |
No rows in the report window.
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 AI infrastructure and frontier model development. While established players and new funds (like BAG Ventures) continue to deploy capital into enterprise-ready AI, there is clear uncertainty regarding the sustainability of valuations, evidenced by high-stakes negotiations (e.g., Applied Compute) and a divergence between large-cap growth and smaller-name volatility in broader indices.
🗂️ Dataset updated: added 1 company to the QuantLogix private-companies list — Infinigence AI — 2,699 → 2,700. Append-only.
100 tracked names flagged for markdown risk — 126 scored nightly, 2573 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 | +740% | $1.3B | 55 mo ago |
| 2 | Replit | Data / Infra | 86 | High | +235% | $9.0B | 42 mo ago |
| 3 | Kajabi | SaaS | 83 | High | +142% | $2.0B | 65 mo ago |
| 4 | Xendit | Financial Services | 80 | High | +1716% | $2.7B | 53 mo ago |
| 5 | Forter | Fintech | 80 | High | +880% | $3.0B | 65 mo ago |
| 6 | Greenlight | Fintech | 80 | High | +556% | $2.3B | 66 mo ago |
| 7 | Betterment | Fintech | 80 | High | +391% | $1.1B | 42 mo ago |
| 8 | Varo | Fintech | 80 | High | +300% | $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 $200M valuation on Sept 15 to a reported $7.5B post-money on Oct 9 is a 37x step in under a month. It may reflect a new product, a different share class, or reporting error — the data doesn't say. founders should read it as evidence that AI-stage pricing is unstable in both directions, not as a comp you can anchor to. If you're raising against it, expect sophisticated investors to discount it.
The markdown ledger shows 100 names on watch, with Mistral AI cut -41.7%, Applied Compute cut -56.7%, and Homewood taking a -4.4% down round — wait, Homewood is 'Homeward' — recently. The top of the Markdown Watch board (Linktree, Replit, Kajabi) scores 83–86/100 against public comps, meaning large implied downside. If your sector sits on that board, model your next round at the marked price, not the last headline valuation.
Salesforce bought Loops for a reported $30M; CrowdStrike is in advanced talks on Orion at $500M; Amazon is reportedly circling Decart at ~$7B. Meanwhile the Recursive argues the next round can be less attractive than a sale, and DC's funding doubled while fewer startups reported cash. Strategic buyers are active at both ends of the size range. Founders with enterprise AI traction should run a dual-track process now.
Concentration defines the week: one AI deal is over half the tape while fintech (-65%) and healthcare (-52.3%) capital fell week-over-week. Valuation governance is under regulatory pressure on two continents. Watch whether the TypeSafe AI mark and the Amazon–Decart talks close on reported terms; both would reset AI pricing conversations in opposite directions.