Freshest dated rounds run Oct 8–12: 12 deals, $1.6B disclosed. TypeSafe AI's $870M Series A at $7.5B (a16z-led) and Atlas Atomics' $400M Series A at $1.9B post-money (General Catalyst) account for ~80% of dollars. Hone raised a $60M seed at $285M (Benchmark). Remainder is sub-$50M: Ultra $50M (Robotics), Ambi $26M pre-Series A, Kapta Space and Fortastra $24M/$30M, Catalyst $30M seed, KONST $30M Series B (ADATA-led), Klarent $8M, Meticulous $15M, GUDEA $7M. Valuations disclosed on only 3 of 12 deals. All lead tallies reflect total round sizes, not individual checks.
Corporate/venture news from the last 24h: Otter.ai raised $320M from General Catalyst's growth fund for its meeting tool (TechCrunch); a source titles Supabase at $150M with a Turso acquisition — single-source, treat details as unverified. Neolix (Chinese robovans) raised a nearly $400M Series E. Nvidia is investing in a German satellite startup per LIGA.net. Imio raised a $12M seed for freeze-dried crop microbes; Hunar.AI raised ₹40 crore for frontline-hiring AI. Astellas partnered with a Boston 'miniproteins' startup (Endpoints).
The trend feed shows 0 rounds and $0 for the current weekly window vs. 35 rounds/$2.68B the prior week — a -100% reading that mostly reflects a quiet, lagging window rather than a market collapse; the freshest dated deals sit Oct 8–12. Treat the swing as timing noise. Broader context from the last 24h: Walker & Dunlop reports seniors housing investment volume up 74% to $32.2B; Bengaluru took 70% of India's 2026 auto-tech funding per ThePrint; SEC Nigeria puts West Africa's largest private-capital market at ~$3B in annual deals. UK defence startups reportedly face banking access issues under ESG rules.
| Window | Rounds | Disclosed Amounts | Disclosed Capital |
|---|---|---|---|
| Last 24 hours | 0 | 0 | — |
| Last 7 days | 0 | 0 | — |
| Previous 7 days | 35 | 34 | $2.7B |
Week-over-week disclosed capital: -100.0%. 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 | 0 | 11 | — | -100.0% |
| Space | 0 | 2 | — | -100.0% |
| Enterprise Software | 0 | 2 | — | -100.0% |
| Robotics | 0 | 1 | — | -100.0% |
| Energy | 0 | 1 | — | -100.0% |
| Fintech | 0 | 5 | — | -100.0% |
| AI Infrastructure | 0 | 1 | — | -100.0% |
| Semiconductors | 0 | 1 | — | -100.0% |
No tracked-book valuation updates in this window (valuations array empty). External last-24h evidence: Tenstorrent raised $1.5B with its valuation doubling to $6.2B per a syndicated headline — reported as published, round terms unverified here. Markdown context: First Digital plans to go public via SPAC in a down round from a $400M peak (announcement); Nscale's IPO stumbled with a 40% valuation cut after Microsoft pulled out (recent context). Ledger: 100 companies on watch; recent marks include KuCoin -50%, Replicate -96.1%, Homeward down round -4.4%.
No round-specific post-money valuations captured in the last seven days.
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.
Freshest dated rounds run Oct 8–12: 12 deals, $1.6B disclosed. TypeSafe AI's $870M Series A at $7.5B (a16z-led) and Atlas Atomics' $400M Series A at $1.9B post-money (General Catalyst) account for ~80% of dollars. Hone raised a $60M seed at $285M (Benchmark). Remainder is sub-$50M: Ultra $50M (Robotics), Ambi $26M pre-Series A, Kapta Space and Fortastra $24M/$30M, Catalyst $30M seed, KONST $30M Series B (ADATA-led), Klarent $8M, Meticulous $15M, GUDEA $7M. Valuations disclosed on only 3 of 12 deals. All lead tallies reflect total round sizes, not individual checks.
| 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 led the last 24h: Inspired Capital closed a $450M fourth fund (TechCrunch, framing it against New York's pull vs. Silicon Valley); Ara Partners closed its debut energy fund at a $2.5B hard cap; EIF committed €20M to Swedish VC BackingMinds for underrepresented founders. Policy-side: DC announced $5M+ for city startups and accelerators, and EU-Startups flagged 20 startups among 77 projects in €3.4B net-zero funding. A Substack piece on venture 'splitting in half' is commentary, not data. Note fund closes are LP commitments, not startup deployment.
| 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 dealflow: Trinity Capital provided $20M growth capital to ABM Respiratory Care (PR Newswire); Terminus Capital Partners made a majority growth investment in PickTrace; Hertz-backed Oro Mobility secured an $80M strategic equity investment. M&A adjacency: NexTech Solutions acquired Maryland tactical-network firm Halcyon Days Consulting. Softer signals: the NYT covers consumer pushback as PE scales small restaurants; EIB proposed an investment in Admaius' Virunga Africa Fund II — a proposal, not a commitment. Amounts undisclosed on the PickTrace and Oro deals in this feed.
Fund closes dominated: Ara Partners' debut energy fund hit its $2.5B hard cap; Monomoy closed an oversubscribed $589M Family Fund I backed solely by existing LPs (Dealroom + Business Wire, dual-sourced); Savory Fund closed Fund III at $201.5M for emerging restaurant brands. Reported, not closed: the Daily Star relayed a report that OpenAI is racing to raise funding before Anthropic's market debut — single-source, unverified. Housekeeping: Banque Heritage hired an ex-EdR selector to run investment solutions. Fund sizes are LP commitments, not startup investments.
Salesforce agreed to acquire Braze in a $5.66B deal (Reuters, last 24h) — an announcement, closing terms not confirmed in this feed. Agilent's $240M buyout of Proscia drew coverage of its Philadelphia talent bet. Cohere plans to acquire Aisle for AI-powered code security — plan, not close. A Times of India piece revisits a legal AI startup Thomson Reuters previously bought. Downside counterweight: CEPR examines what happens to innovation after Big Tech acquires startups, and EU-Startups argues Europe needs more than successful exits.
Funding headlines from outside the tracked book — sourced links, not QL data.
The largest recent private rounds ($100M+) across the tracked book — 2376 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: 2026-10-19 · 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 landscape remains heavily concentrated in AI and infrastructure, with significant liquidity still flowing into AI-native startups and chip-related compute providers (e.g., Tenstorrent). Despite concerns regarding tech valuations, firms are aggressively expanding, with unicorn valuations being reached in months rather than years. There is heightened uncertainty regarding the sustainability of current AI-driven capital intensity, as noted by recent reports of investors scaling back on massive, multi-hundred-million-dollar rounds compared to earlier in the year.
🗂️ Dataset updated: no new closed rounds to add; list holds at 2,713.
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 | +710% | $1.3B | 55 mo ago |
| 2 | Replit | Data / Infra | 86 | High | +270% | $9.0B | 42 mo ago |
| 3 | Kajabi | SaaS | 81 | High | +133% | $2.0B | 66 mo ago |
| 4 | Xendit | Financial Services | 80 | High | +1704% | $2.7B | 53 mo ago |
| 5 | Forter | Fintech | 80 | High | +874% | $3.0B | 65 mo ago |
| 6 | Greenlight | Fintech | 80 | High | +552% | $2.3B | 67 mo ago |
| 7 | Betterment | Fintech | 80 | High | +388% | $1.1B | 43 mo ago |
| 8 | Varo | Fintech | 80 | High | +332% | $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.
80 markdowns detected all-time · 19 flagged beforehand · 61 missed · hit rate 23.8%
| Company | Detected | Event | Mark | Called? |
|---|---|---|---|---|
| KuCoin | 2026-10-19 | Mark cut −50.0% | $20B → $10B | ✗ Missed |
| Replicate | 2026-10-19 | Mark cut −96.1% | $9.0B → $350M | ✓ Flagged #59 · Elevated |
| 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 |
Down-round & valuation headlines scraped at publication from Google News, Hacker News, CNBC, Yahoo Finance and the wider tech press.
Of 12 rounds, two (TypeSafe AI $870M, Atlas Atomics $400M) carry ~80% of the $1.6B. The other ten average under $30M. If you're raising outside AI's top tier, plan for a $7–30M market, not the headline environment.
Hone's $60M seed at a $285M valuation and Catalyst's $30M seed show top-tier seeds are behaving like Series As. That cuts both ways: rich entry prices compress your follow-on markup headroom if growth disappoints.
100 tracked names sit on markdown watch, led by Linktree and Replit (86/100, High) at +710% and +270% vs public comps. Replicate's reported -96.1% mark cut shows how far secondary marks can fall. Secondary sales at these marks may beat waiting for a premium exit.
Thin window, lumpy tape: $1.6B across 12 deals with concentration in two AI/energy names. Fund closes ($450M, $2.5B, $589M) signal continued dry powder, while the zero-round weekly reading and Braze/Cohere M&A suggest consolidation interest persists. Watch whether Oct 13–20 deals confirm the quiet week or reflect reporting lag.