Tracked tape showed a single disclosed round in the last 7 days: Cyera's $800M Series G extension at a reported $12B post-money, led by Goldman Sachs Alternatives (Growth Equity), dated 2026-11-05. Weekly capital is $800M versus $0 the prior week; the percentage change is undefined (null), not a growth rate. Cybersecurity was the only sector with disclosed capital. This covers 2,699 tracked companies and disclosed rounds only — not the whole market. Mega-round board marks (OpenAI $122B, DeepSeek $16B, Waymo $16B) are reported valuations, not fresh capital. Note the tape's prior week was also zero disclosed rounds; weekly reads are noisy at this sample size.
Last-24h news is thinner on startup deals than on infrastructure and institutional plumbing: Brookfield and Qatar's $20B AI venture made its first deal (Drax data-center campus); IIT Bombay's SINE launched a national Hub-and-Spoke startup initiative in Nagpur; a Qatari super app linked with a global founder network; UEH joined Plug and Play as a university partner; and Geoffrey Church quit his role at AI startup Radical citing disputed conduct. Coverage of company-specific hard news is thin; most items are partnerships or programs rather than financing or exits.
Tracked-book weekly trends: 1 disclosed round, $800M, all in cybersecurity; previous week showed 0 rounds and $0. Coverage metrics are clean — 0 missing weekly amounts and 0 missing valuations among 2,456 eligible rounds — so the thin count reflects what was disclosed in-window, not data gaps. Regional signals outside the tracked tape: a Europe roundup citing 60+ deals and €1.3B in a week, CEE new VC capital and startup acquisitions, and emerging-market items (Nigeria investment dynamics, Kenya's NIFC seeking $500M for startups). These are unverified secondary reports, not part of the tracked tape.
| Window | Rounds | Disclosed Amounts | Disclosed Capital |
|---|---|---|---|
| Last 24 hours | 0 | 0 | — |
| Last 7 days | 1 | 1 | $800M |
| Previous 7 days | 0 | 0 | — |
Week-over-week disclosed capital: Not comparable. 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 |
|---|---|---|---|---|
| Cybersecurity | 1 | 0 | $800M | Not comparable |
Valuation flow is two-directional. OpenAI's $11B first tranche reportedly lands at a $1.25T valuation — below its original target per one report, a markdown inside a headline raise. Groq is said to seek an $8B valuation, ~2.5x its August mark — a reported ask, not a signed round. Anthropic's IPO is under pressure: WSJ reports major investors are skeptical of a $1.5T valuation, one outlet cites a '$2.5T rout,' and Altimeter's Jamin Ball argues the reported $81B loss is mostly paper. Cyera's $12B post-money was flat vs its September 2026 mark. Indian AI startups face valuation scrutiny amid a tech-stock slide.
| Company / Round Date | Reported Post-Money | Prior Post-Money / Date | Mark Change | Evidence |
|---|---|---|---|---|
| Cyera 2026-11-05 | $12B | $12B 2026-09-22 | 0.0% | 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.
Tracked tape showed a single disclosed round in the last 7 days: Cyera's $800M Series G extension at a reported $12B post-money, led by Goldman Sachs Alternatives (Growth Equity), dated 2026-11-05. Weekly capital is $800M versus $0 the prior week; the percentage change is undefined (null), not a growth rate. Cybersecurity was the only sector with disclosed capital. This covers 2,699 tracked companies and disclosed rounds only — not the whole market. Mega-round board marks (OpenAI $122B, DeepSeek $16B, Waymo $16B) are reported valuations, not fresh capital. Note the tape's prior week was also zero disclosed rounds; weekly reads are noisy at this sample size.
| Date | Company | Round | Amount | Reported Post-Money | Lead | Sector |
|---|---|---|---|---|---|---|
| 2026-11-05 | Cyera | Series G extension | $800M | $12B | Goldman Sachs Alternatives (Growth Equity) | Cybersecurity |
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 news dominated. NSV raised nearly $55M in a first close of its inaugural biotech fund (WSJ, last 24h). IA Capital Group announced an initial close of Inter-Atlantic Opportunity Fund I with QBE Insurance as anchor. Gannet Natural Capital II held a first close at €25M toward a €100M target for Iberian sustainable agriculture. These are first/initial closes — final sizes are not yet set. Context: reporting on DACH VC pulling away from SaaS and a Crunchbase weekly roundup citing AI, defense and space as large-round leaders. Caveat: several other fund stories in this window are PE-side and counted under funds/PE below.
| Lead Investor | Displayed Deals | Associated Round Sizes |
|---|---|---|
| Goldman Sachs Alternatives (Growth Equity) | 1 | $800M |
Total sizes of associated rounds, not the lead investor's check sizes. Investor types are not inferred from their names.
PE activity: Warburg Pincus is reported on the cusp of wrapping its 15th flagship growth fund (cusp — not confirmed closed). Main Capital signed its largest deal to date with a stake in Confirma Software; Keensight's cybersecurity portfolio company Nomios entered Iberia via Orbcom. Healthcare dealmaking continues with an $11B Chicago hospital merger reported. Unity remains an exploration target for PIF and Silver Lake per Reuters-sourced reporting. None of these amounts should be read as startup investment; fund sizes and healthcare M&A are separate lanes.
Fund closes and allocations: Brookfield has raised $26bn for Fund VI and is eyeing an 'early 2027' final close — interim, not final. Seidler collected $2.3bn across three funds including its ninth flagship in 90 days. Sagard closed its third emerging-manager fund at €520M, exceeding its €400M target (this one is a stated close). A New Jersey investor is weighing a $1bn infrastructure allocation increase toward midmarket and co-investments. Brookfield and Qatar's $20B AI venture made its first deal (Drax data-center campus). Fund size ≠ startup deployment.
Headline-adjacent deal flow, mostly at announcement stage: Palo Alto Networks is reported in talks to buy AI agent-security startup Clutch for $500M — reported as talks/announced intent, not a closed transaction. Shield AI's reported $5.3B acquisition of radar maker Echodyne appears in recent-context coverage, not last-24h. AutoStore's purchase of Dutch automation firm Logiqs for up to €30M is also recent-context. On the larger-screen side (PE evidence feed), Reuters reports PIF and Silver Lake exploring an acquisition of Unity — exploratory, not agreed. Treat all as unconfirmed until closing is explicit.
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 |
|---|---|---|
| Mach Industries | 67 → 70 | +3 |
| Listen Labs | 68 → 71 | +3 |
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: 2026-11-06 · 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 is currently exhibiting high volatility and extreme sensitivity to AI-related capital expenditure. While major funding rounds for defense and infrastructure-heavy AI companies (Shield AI, Zipline, Applied Compute) continue to command multi-billion dollar valuations, there is evidence of an internal divide between established tech leaders and speculative AI infrastructure. The market remains significantly detached from broader equity indices like the Nasdaq 100, which faced a sharp sell-off this week due to rising uncertainty regarding AI investment sustainability and interest rate sensitivities.
🗂️ Dataset updated: added 3 companies to the QuantLogix private-companies list — Zipline International, CesiumAstro, Physicl — 2,753 → 2,756. 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 | +820% | $1.3B | 56 mo ago |
| 2 | Replit | Data / Infra | 86 | High | +474% | $9.0B | 42 mo ago |
| 3 | Kajabi | SaaS | 86 | High | +165% | $2.0B | 66 mo ago |
| 4 | Xendit | Financial Services | 80 | High | +1625% | $2.7B | 54 mo ago |
| 5 | Forter | Fintech | 80 | High | +832% | $3.0B | 66 mo ago |
| 6 | Greenlight | Fintech | 80 | High | +524% | $2.3B | 67 mo ago |
| 7 | Betterment | Fintech | 80 | High | +367% | $1.1B | 43 mo ago |
| 8 | Varo | Fintech | 80 | High | +320% | $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.
Cyera's $800M Series G extension at a flat $12B post-money (vs its September mark) is a growth-extension, not a step-up round. If you're mid-raise, expect leads to price at prior marks and use extension structures to buy time. Goldman's growth arm writing the check is a signal that crossover-style capital is still active in late-stage security — but at unchanged prices, not premium ones.
The ledger shows three recent mark cuts (OpenAI -10.7%, Dadi Cinema -10.5%, CoinDCX -12.2%), 100 names on watch, and Linktree, Replit and Kajabi scoring 86/100 High on our markdown screen. Anthropic IPO skepticism from major investors and Groq's reported 2.5x-up ask show both directions at once. Plan liquidity conversations against markdown scenarios, not headline valuations.
Within days: Palo Alto Networks reportedly in talks for Clutch at $500M, Shield AI reportedly buying Echodyne at $5.3B, and Keensight's Nomios expanding via Orbcom. Cybersecurity is where both private capital (Cyera) and acquirers are concentrated. If you're building in adjacent security niches, strategic interest exists — but the Clutch number is a reported deal in talks, not a closed comp.
A single-round week with flat pricing plus three fresh mark cuts points to cautious late-stage repricing, not a freeze. Watch whether Anthropic's IPO pricing lands below ask — it would reset the AI valuation reference point for everyone raising after it.