Tracked tape shows 12 disclosed deals totaling $1.6B, but the freshest dated rounds run Oct 8–12 — the tracked-book weekly series shows 0 rounds and $0 for the current week vs 7 rounds/$1.05B the prior week. Two deals dominate: TypeSafe AI's $870M Series A at a $7.5B valuation (led by Andreessen Horowitz; round total, not the lead's check) and Atlas Atomics' $400M Series A at a $1.9B valuation (General Catalyst) — the round size is over 21% of the stated valuation, a dilution-heavy structure on its face. Other marks: Hone's $60M Seed at $285M (Benchmark), Ultra $50M Series A (Framework Ventures), KONST $30M Series B led by ADATA Technology, plus Seed/Series A deals of $7–30M across AI, Space, Enterprise Software, Energy and Fintech. Separately in today's press (not yet in the tracked tape): Whop $200M Series D at $5.1B (Sequoia, Shopify Ventures), Peak Energy $108M (GM Ventures), Flapping Airplanes $1B Series A at $6B, Baba $40M, Hop Aero $11M, MARC $5M Seed.
Space: a Japanese startup test-fired a methane-powered rocket engine for the Zero launch vehicle (watch item, not a milestone claim). AI: Perplexity announced a partnership with Valarian on sovereign AI; Stripe launched Treasury for Agents aimed at startup finances. Policy/ecosystem: Nigeria's NITDA partnered with NACCIMA to boost startup investment; New Mexico hosted its first Tech Week with a quantum/VC angle. These are partnership and program announcements — no funding amounts disclosed in the headlines themselves.
The tracked weekly series reads 0 rounds/$0 vs 7 rounds/$1.05B last week — a sharp pause in dated disclosures, but a one-week gap in a quiet window is weak signal, not a market verdict. Market-wide color from press: DeepSeek reportedly raised $15B (reported, not confirmed in our data); India's AI financing demand is expected to shift toward data centres, with GPU and regulatory risks flagged; Israel 2026 startup investment was covered in a global-capital trends piece. Scope: trends cover tracked companies only, not the whole private market.
| Window | Rounds | Disclosed Amounts | Disclosed Capital |
|---|---|---|---|
| Last 24 hours | 0 | 0 | — |
| Last 7 days | 0 | 0 | — |
| Previous 7 days | 7 | 7 | $1.1B |
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 | 3 | — | -100.0% |
| Space | 0 | 1 | — | -100.0% |
| Enterprise Software | 0 | 2 | — | -100.0% |
| Robotics | 0 | 1 | — | -100.0% |
Two Bloomberg/press threads deserve scrutiny: VCs reportedly splitting AI rounds into tranches to inflate headline valuations, and the same startup being backed at distinct values in one round — both undermine simple mark-to-mark readings. Fresh prints to note: Flapping Airplanes, one year old, reportedly raised $1B at $6B; ASI hit $3B on $325M (Oct 20). Markdown Watch: 100 names on the ledger; recent events include KuCoin (mark cut -50%), Replicate (mark cut -96.1%) and Homeward (down round, -4.4%). Top of the watch board: Linktree (86/100, +712% vs public comps), Replit (86, +252%), Kajabi (81, +134%) — 126 of 2,699 tracked companies scored.
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.
Tracked tape shows 12 disclosed deals totaling $1.6B, but the freshest dated rounds run Oct 8–12 — the tracked-book weekly series shows 0 rounds and $0 for the current week vs 7 rounds/$1.05B the prior week. Two deals dominate: TypeSafe AI's $870M Series A at a $7.5B valuation (led by Andreessen Horowitz; round total, not the lead's check) and Atlas Atomics' $400M Series A at a $1.9B valuation (General Catalyst) — the round size is over 21% of the stated valuation, a dilution-heavy structure on its face. Other marks: Hone's $60M Seed at $285M (Benchmark), Ultra $50M Series A (Framework Ventures), KONST $30M Series B led by ADATA Technology, plus Seed/Series A deals of $7–30M across AI, Space, Enterprise Software, Energy and Fintech. Separately in today's press (not yet in the tracked tape): Whop $200M Series D at $5.1B (Sequoia, Shopify Ventures), Peak Energy $108M (GM Ventures), Flapping Airplanes $1B Series A at $6B, Baba $40M, Hop Aero $11M, MARC $5M Seed.
| 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.
Every listed lead shows one deal, so 'most active' is purely nominal — the leader board is ranked by total round sizes, not individual checks: a16z ($870M), General Catalyst ($400M), Benchmark ($60M), Framework Ventures ($50M), Sequoia, First In, ADATA, Luminous Ventures. Fund-side news in the last 24h: Barcelona's Masia closed an €18M debut fund with a frontier-tech hub; Animal Spirits hit a $35.4M second close; Victoria's Alice Anderson Fund added $10M for women founders; Unicorn India Ventures opened US operations. Treat single-deal lead totals as tape concentration, not franchise momentum.
| 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.
HarbourVest Global Private Equity launched what QuotedData calls an 'unprecedented' $400M tender offer at a 10% discount — a listed-vehicle liquidity event worth watching as a secondary-market read. Apollo is reportedly putting $2B into HVAC/electrical/plumbing platform Apex (announcement). LLCP completed its sale of Global Loan Agency Services. Hexagon's Rocscience acquisition is a strategic software deal. Broader: PE reportedly led public pension returns for a 14th straight year, and MLB's PE investors are discussed against lockout risk. Excerpts were empty; figures come from headlines only.
Distribution and allocation news dominated: Carlyle and Basic Capital are expanding a private-markets offering for US retirement savers — a continued retail-channel push. A headline claims the world's largest investment fund posted a negative Q3 return; the source names no fund in the title, so treat as unverified. China's Lingjun Investment attracted $300M from overseas investors. Tanzania plans a $50M VC fund to mobilize $180M for startups and SMEs (a plan, not a close). South Africa coverage frames sustainability as a pension value-creation strategy. Fund sizes are not startup investment.
All items are announcements as reported; terms were mostly undisclosed. Home Depot acquired warehouse-automation startup SIMPL; Aikido acquired Poland's Cyberly (positioned against AI scams); Destinus bought radar-AI startup Perciv to bring sensing in-house; Hexagon announced a deal for geotechnical software firm Rocscience; a tracker cites Cencora agreeing to acquire American Oncology Network. Context: the Nvidia–Gretel deal is a 2025 recap — the price exceeded Gretel's last $320M valuation. A cautionary counterpoint: Foursquare's co-founder says equity holders saw no returns from that acquisition.
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: 2026-10-21 · 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 on 2026-10-21 shows heavy capital concentration in AI-centric companies (Otter.ai, Legora, Instinct). There is significant valuation growth, with firms like Legora reaching $8.8B and Instinct eyeing a $10B round. While funding remains robust for high-growth AI verticals, the contrast between massive raises and the public listing environment underscores a high degree of uncertainty regarding IPO windows for these capital-intensive AI startups.
🗂️ Dataset updated: added 2 companies to the QuantLogix private-companies list — Azoma, Mach9 — 2,718 → 2,720. 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 | +712% | $1.3B | 55 mo ago |
| 2 | Replit | Data / Infra | 86 | High | +252% | $9.0B | 42 mo ago |
| 3 | Kajabi | SaaS | 81 | High | +134% | $2.0B | 66 mo ago |
| 4 | Xendit | Financial Services | 80 | High | +1681% | $2.7B | 53 mo ago |
| 5 | Forter | Fintech | 80 | High | +862% | $3.0B | 65 mo ago |
| 6 | Greenlight | Fintech | 80 | High | +544% | $2.3B | 67 mo ago |
| 7 | Betterment | Fintech | 80 | High | +382% | $1.1B | 43 mo ago |
| 8 | Varo | Fintech | 80 | High | +314% | $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.
Tracked weekly rounds went to zero while the displayed tape still shows $1.6B — because the freshest dated rounds end Oct 12. A one-week disclosure lull is not a freeze; verify before reading it as a market turn, and note prior-week comparables ($1.05B/7 rounds) were already AI-heavy ($956M).
Press today flags tranche-splitting and the same startup being priced at distinct values within one round. If you're benchmarking against prints like TypeSafe AI ($870M at $7.5B) or Flapping Airplanes ($1B at $6B), ask whether the valuation reflects fully committed capital and which investor's price it actually is.
A $400M Series A against a $1.9B valuation implies more than a fifth of the cap going to new money — a dilution-heavy structure regardless of the lead's brand. Founders should model their own cap table against such comps rather than anchoring on round size.
A quiet dated-round week punctuated by two very large Series As and a wave of valuation-quality skepticism in the press. Watch whether the zero-round week is a lull or a pattern in next week's data, whether tranche-structured deals reprice, and secondary signals like HarbourVest's discounted tender as a mark sentiment probe.