Twelve disclosed deals totaling $1.6B in the display window, led by TypeSafe AI's $870M Series A ($7.5B reported post-money, Andreessen Horowitz) and Atlas Atomics' $400M Series A ($1.9B post, General Catalyst). Two deals account for roughly 80% of the capital, so the round count matters more than the dollar figure: mostly Series A (7) plus 4 seed-stage rounds. Hone's $60M seed at $285M post is an unusually large seed. As usual, lead-attribution totals here are full round sizes, not the lead's individual check.
Global space startup funding hit a record $20.8B in Q3, with investors favoring launch and infrastructure firms; the same reporting notes Israeli startups struggling to keep pace — the record is not evenly distributed. Cascador and Sterling launched a $200M fund to de-risk startup loans in Africa. A counterpoint to crypto momentum headlines: Bitcoin rose 43% in Q3 but crypto venture funding did not follow.
Tracked-book weekly tape: 19 disclosed rounds, $2.27B, down 32.8% from $3.38B on 48 rounds the prior week. Sector concentration is extreme: AI drew $1.52B across 7 rounds — up 826% week-over-week, driven almost entirely by the TypeSafe AI round. Fintech fell 85.5% ($60M vs $412.5M) and cybersecurity fell 92.7% ($25M vs $343.5M). These totals cover 2,699 tracked companies, not the whole private market.
| Window | Rounds | Disclosed Amounts | Disclosed Capital |
|---|---|---|---|
| Last 24 hours | 0 | 0 | — |
| Last 7 days | 19 | 19 | $2.3B |
| Previous 7 days | 48 | 43 | $3.4B |
Week-over-week disclosed capital: -32.8%. 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 | 7 | 12 | $1.5B | +826.4% |
| Energy | 1 | 1 | $400M | +100.0% |
| Technology | 1 | 0 | $100M | Not comparable |
| Fintech | 2 | 7 | $60M | -85.5% |
| Space | 2 | 1 | $54M | +575.0% |
| Robotics | 1 | 0 | $50M | Not comparable |
| AI Infrastructure | 1 | 0 | $30M | Not comparable |
| Cybersecurity | 1 | 5 | $25M | -92.7% |
All valuations in the ledger are reported post-money figures, not independent marks. The outlier is TypeSafe AI: $7.5B post versus $200M on 2026-09-15 — a +3,650% step in roughly one month, which warrants scrutiny of basis and terms. Hone ($285M) and Atlas Atomics ($1.9B) are first prints with no prior reference. 15 of 2453 eligible rounds this week lack valuation data, limiting stage-level comparability.
| 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 |
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 $1.6B in the display window, led by TypeSafe AI's $870M Series A ($7.5B reported post-money, Andreessen Horowitz) and Atlas Atomics' $400M Series A ($1.9B post, General Catalyst). Two deals account for roughly 80% of the capital, so the round count matters more than the dollar figure: mostly Series A (7) plus 4 seed-stage rounds. Hone's $60M seed at $285M post is an unusually large seed. As usual, lead-attribution totals here are full round sizes, not the lead's individual check.
| 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.
Fund formation kept pace with deal flow: Pear VC closed $333M Fund V for seed-stage AI, Adams Street added a $363.5M evergreen venture-and-growth vehicle, and USV reportedly raised $900M with AI cited as a driver of larger funds. Fund size is not deployment, but the replenishment cycle is clearly active at seed and evergreen stages. Malaysia set a RM700M VC investment target for 2030 — a policy goal, not capital raised.
| 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.
Growth-equity dealflow in the last 24 hours: Tamr raised $21M led by Volition Capital for AI-native master data management; Norwest invested over Rs 300 crore into SILA's realty development business; GRIPS Energy landed growth equity for a 100MW African solar fleet; Willow Tree provided growth capital to VestGen Wealth Partners for succession planning. A personnel note: Comvest co-founder Daniel Lee joined Star Mountain as MD.
Structural flows: Hg held a €1B first close on its debut secondary fund — a notable entry by a buyout-adjacent software specialist into secondaries. Denmark's teachers' pension fund is eyeing a DKK100bn private-markets allocation (an intention, not a commitment). South Korea's second national growth fund closes Oct. 15 with ₩452.5B of a ₩600B target sold — oversubscription risk is absent, and the close date is tomorrow. StepStone unveiled a tool built on 304,000+ investment records.
Activity is mostly reported, not closed: Amazon is in talks reportedly valued near $7B for AI startup Decart, and OpenAI is reportedly eyeing a cybersecurity acquisition — both unconfirmed. Zocdoc's purchase of Sohar Health is described as its first-ever acquisition, a concrete datapoint. ServiceNow publicly denied interest in Decagon. Nvidia bought minority stakes in Doctolib and Genesis AI — equity stakes, not acquisitions.
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.
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: 2026-10-13 · 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 displays intense activity in the AI sector, characterized by massive late-stage valuations (TypeSafe AI at $7.5B) and high-velocity seed activity. However, significant uncertainty and distress are emerging in parallel; Character.AI's bankruptcy and fire-sale highlight the fragility of high-valuation AI promises when they fail to scale or sustain interest. Concentration of capital into AI infrastructure and security (Pluto Security) continues to dominate, with investors betting heavily on enterprise integration despite potential macro headwinds.
🗂️ Dataset updated: added 1 company to the QuantLogix private-companies list — Pluto Security — 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 | +726% | $1.3B | 55 mo ago |
| 2 | Replit | Data / Infra | 86 | High | +240% | $9.0B | 42 mo ago |
| 3 | Kajabi | SaaS | 82 | High | +138% | $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 | +305% | $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 $870M Series A pricing a company at $7.5B one month after a $200M round (+3,650%) is a rare event. Until terms, tranche structure, and use of proceeds are public, treat it as a single-source print — not a re-rating of the AI seed market.
Hone's $60M seed at $285M post (Benchmark) sits well above typical seed sizing, and Catalyst took $30M at seed (Sequoia). If you're raising seed against this tape, expect investors to anchor on these outliers when pricing — and expect them to demand corresponding traction evidence.
Recent commentary on a 'silent M&A wave' argues the next round is becoming less attractive than a sale for some companies. Zocdoc's first-ever acquisition shows strategics are active at small scale. If your round economics worsened, model an M&A path in parallel before you need it.
One mega Series A is carrying the weekly total; strip it out and the tape is thin, consistent with the 33% week-over-week decline. Watch whether fintech and cyber rebounds follow, and whether TypeSafe AI's valuation survives first independent scrutiny.