The tracked tape shows just one disclosed round in the past seven days: DeepSeek's $16B Series A led by China's Big Fund (National Integrated Circuit Industry Investment Fund), dated 2026-10-30. That single deal pushes weekly disclosed capital to $16B vs $1B the prior week (+1,500%) — a math artifact of one mega-round, not a market-wide surge. Fintech rounds went to zero week-over-week. With 2,699 tracked companies but only one tracked deal, coverage is thin; treat the weekly total as noise dominated by a single data point rather than a trend. Mega-round board: OpenAI $122B, DeepSeek $16B, Waymo $16B.
Infrastructure and ecosystem support keeps flowing to AI startups: Singapore's EDB announced expanded support under a new Microsoft partnership, and Vultr launched a 20 MW AI supercompute cluster in Chennai with cloud credits for startups. A Forbes profile revisits the blood-testing startup founded by Elizabeth Holmes' partner — a reminder that category credibility still carries Theranos baggage. Coverage of startup-ecosystem stories (Syracuse student founders, PwC-Korea university lab partnerships) is thematic, not deal flow.
Two structural signals in the evidence: African funding is dispersing beyond the big four hubs, with smaller markets attracting 54% of October funding per Business News Nigeria — geographic breadth, though the base and absolute totals aren't specified. Korea JoongAng Daily reports impact investing is booming but follow-up funding lags, a pipeline-quality warning. Colombian startups connected with Silicon Valley investors, and Nairobi's Fintech Festival opened. None of these are tracked-book data; treat as directional reporting only.
| Window | Rounds | Disclosed Amounts | Disclosed Capital |
|---|---|---|---|
| Last 24 hours | 0 | 0 | — |
| Last 7 days | 1 | 1 | $16B |
| Previous 7 days | 1 | 1 | $1.0B |
Week-over-week disclosed capital: +1500.0%. 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 |
|---|---|---|---|---|
| Technology | 1 | 0 | $16B | Not comparable |
| Fintech | 0 | 1 | — | -100.0% |
New marks in the last 24 hours of coverage: Zipline reportedly hit a $21.5B valuation in new funding (Finimize) and Bloomberg reports AI inference startup Fal raised at $16B — both press-reported, not from our ledger. A three-month-old chip startup, Tenspresso, is reportedly in talks for a $500M valuation — talks only, no round closed. On the markdown side, recent context shows OpenAI cut its funding round target by $10B to $20B amid market jitters, and our ledger shows an OpenAI mark cut of -10.7%. Ramp's $60B post-$1.85B round circulates as recent context. Announcements and talk-stage valuations are not closed economics.
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.
The tracked tape shows just one disclosed round in the past seven days: DeepSeek's $16B Series A led by China's Big Fund (National Integrated Circuit Industry Investment Fund), dated 2026-10-30. That single deal pushes weekly disclosed capital to $16B vs $1B the prior week (+1,500%) — a math artifact of one mega-round, not a market-wide surge. Fintech rounds went to zero week-over-week. With 2,699 tracked companies but only one tracked deal, coverage is thin; treat the weekly total as noise dominated by a single data point rather than a trend. Mega-round board: OpenAI $122B, DeepSeek $16B, Waymo $16B.
| Date | Company | Round | Amount | Reported Post-Money | Lead | Sector |
|---|---|---|---|---|---|---|
| 2026-10-30 | DeepSeek | Series A | $16B | — | China's Big Fund (National Integrated Circuit Industry Investment Fund) | Technology |
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.
Beyond the tracked tape, reported deals include Ocient's $100M (Chicago, AI/data, with CEA International and BOKA Capital co-leading the Series C), Sand.ai's $200M round taking the Chinese AI video startup into the unicorn club, and Sentra raising $150M led by Capital One Ventures for agentic security. Germany's VÆRIDION raised €124M for electric regional flight. These are press-reported rounds, not confirmed in our tracked ledger. Caveat: most headlines carry round size, not per-investor checks — don't read a lead's participation as the full round.
| Lead Investor | Displayed Deals | Associated Round Sizes |
|---|---|---|
| China's Big Fund (National Integrated Circuit Industry Investment Fund) | 1 | $16B |
Total sizes of associated rounds, not the lead investor's check sizes. Investor types are not inferred from their names.
Flashpoint Capital announced $141.5M in new fund closures — an announcement, not deployment. CPPIB put $50M into Toronto AI firm Beacon Software, a direct minority growth bet rather than a buyout. Carlyle's Q3 profit topped estimates on a pick-up in deal activity (Reuters). Schroders is growing CV and co-invest allocations across its $30bn PE funds platform. A tokenpost piece reports debt-backed tech buyouts trail venture funds with ~15% annual returns — a downside data point against the buyout pitch. Fund size and platform AUM are not startup investment totals.
Fundraising and LP activity: Genesys III has raised most of its $125M target from HarbourVest and other LPs; Everstone AMC secured Rs 1,700 Cr in a first close for its PE fund; Evertrue Capital (Yvonne Bajela) closed an oversubscribed $17M debut fund for pre-seed AI and fintech — small but a signal at the earliest stage. PEI reports Radical, an early AI-boom caller, is doubling down. New Jersey hired new PE and real estate leadership; KIC saw experienced job applicants nearly halve amid relocation talk. CAIA's John Bowman warns private-markets products are moving faster than investor understanding — a structural risk worth heeding.
Buyer interest in developer and security tooling is the day's thread: Palo Alto Networks is reportedly in talks to acquire two-year-old Israeli cyber startup Beacon and separately Clutch Security (~$500M per CTech); OpenAI is acquiring developer-tooling startup Pierre Computer, with Axios reporting it targets Microsoft's GitHub via the deal; Meta acquired AI coding startup Conductor; Docusign acquired Suplari, a rare second exit nearly three years after its Microsoft spinout. All are reports or talks — no closing is confirmed in the evidence. The Palo Alto/Beacon target should not be conflated with Toronto's Beacon Software.
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.
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 |
|---|---|---|
| Pathos | 46 → 62 | +16 |
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: 2026-11-04 · 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 concentration in AI-related infrastructure and capital formation, evidenced by multi-billion dollar rounds for players like Fal and large seed rounds for AI specialists. Despite broader uncertainty reflected in tech-sector layoffs (e.g., Amazon, Intel, Canva) and voter pushback against data centers, institutional capital remains active, with record fund-raising in the U.K. venture space and the continued emergence of new specialized investment vehicles.
🗂️ Dataset updated: added 1 company to the QuantLogix private-companies list — Fal — 2,753 → 2,754. 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 | +765% | $1.3B | 56 mo ago |
| 2 | Replit | Data / Infra | 86 | High | +410% | $9.0B | 42 mo ago |
| 3 | Kajabi | SaaS | 85 | High | +149% | $2.0B | 66 mo ago |
| 4 | Xendit | Financial Services | 80 | High | +1647% | $2.7B | 54 mo ago |
| 5 | Forter | Fintech | 80 | High | +843% | $3.0B | 66 mo ago |
| 6 | Greenlight | Fintech | 80 | High | +532% | $2.3B | 67 mo ago |
| 7 | Betterment | Fintech | 80 | High | +373% | $1.1B | 43 mo ago |
| 8 | Varo | Fintech | 80 | High | +256% | $2.5B | 62 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.
90 markdowns detected all-time · 20 flagged beforehand · 70 missed · hit rate 22.2%
| Company | Detected | Event | Mark | Called? |
|---|---|---|---|---|
| Dadi Cinema | 2026-11-02 | Mark cut −10.5% | $3.2B → $2.9B | ✗ Missed |
| OpenAI | 2026-11-02 | Mark cut −10.7% | $1400B → $1250B | ✓ Flagged #72 · Moderate |
| CoinDCX | 2026-11-02 | Mark cut −12.2% | $2.5B → $2.1B | ✗ Missed |
| Devoted Health | 2026-11-02 | Mark cut −36.0% | $25B → $16B | ✗ Missed |
| Sila | 2026-11-02 | Mark cut −42.4% | $3.3B → $1.9B | ✗ Missed |
| Prove | 2026-11-02 | Mark cut −73.2% | $2.0B → $537M | ✗ Missed |
| Flock Safety | 2026-10-26 | Mark cut −10.7% | $8.4B → $7.5B | ✗ Missed |
| Agility Robotics | 2026-10-26 | Mark cut −26.5% | $3.0B → $2.2B | ✗ Missed |
Down-round & valuation headlines scraped at publication from Google News, Hacker News, CNBC, Yahoo Finance and the wider tech press.
The +1,500% weekly capital jump is one $16B DeepSeek round against a $1B prior week. Don't let LPs or co-founders read it as thawing conditions — disclosed round count is zero outside that deal. Base rate: most of the 2,699 tracked companies raised nothing this week.
Palo Alto's talks for two Israeli cyber startups, OpenAI's Pierre Computer deal and Meta's Conductor acquisition all point to strategics paying for adjacent tooling. If you're in these categories, acquirer conversations may come earlier in company life than planned — sometimes before a Series B.
An OpenAI mark cut of -10.7% and a $10B trim to its round target sit alongside a $122B board top and its purchase of Pierre Computer. Ecosystem anchors are still transacting but re-pricing. If your valuation story is anchored to AI-index comps, stress-test it against these marks, not just the up-round headlines.
A one-round tracked tape plus heavy strategic M&A in dev/security tooling suggests capital is concentrating: mega-rounds and acquirers absorb headline attention while mid-market fundraising stays quiet. Watch whether OpenAI's trimmed target and mark cuts spread to adjacent AI valuations, and whether reported rounds (Ocient, Sentra, Sand.ai, Zipline, Fal) confirm into the ledger next week.