Tracked tape shows one 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), announced 2026-11-05 — an announcement, not a confirmed close in our data. Weekly capital: $800M vs $0 the prior week (percentage change not meaningful on a single deal). Cybersecurity is the only sector with recorded activity. Coverage: 2,456 eligible rounds, zero missing weekly amounts or valuations. Note: this tape covers 2,699 tracked companies with disclosed rounds — not the whole private market. Off-tape reported rounds (Nominal, Traversal, Thinking Machines, Marble Imaging) appear in the news sections below and are not yet in the tracked book.
Off-tape rounds reported in the last 24h: Nominal, a hardware-testing startup, valued at $3B in a new round per Bloomberg; Traversal raised $120M at a $1B valuation; Marble Imaging raised €6M for German very-high-resolution satellite constellation; Kalepa secured $75M Series B at a $470M valuation for AI insurance. In recent context: Thinking Machines reported raising $5B at a $40B valuation led by Accel — single-source, treat as reported until confirmed. Nvidia is reported investing in four South Korean AI startups (Motif, Upstage, RealWorld, Poin2); amounts undisclosed. African startups raised $684M across the first nine months of 2026, led by Nairobi's $277M.
Trend coverage is thin this cycle: the tracked book recorded one round, so no reliable sector rotation read. From the wider feed, three threads: Africa's $684M nine-month total (Nairobi-led) signals continued frontier-market selectivity rather than a broad surge; CEE defence-tech investment is rising with Czechia lagging per The Recursive; and a new Japanese private-share trading platform (Nikkei) points to secondary liquidity infrastructure building outside the US. None of these are tracked-book totals — directional signals only, from single sources.
| 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 |
The clearest valuation tension is Groq: reportedly seeking an $8B valuation, 2.5x its August mark, at a moment when, per the same report, neocloud investors are retreating — an ask that runs against the prevailing repricing direction. On the markdown ledger: OpenAI mark cut -31.8%, Kraken -48.3%, TRM Labs -50%. Recent context: OpenAI's first funding tranche reportedly landed at $11B with the headline $1.25T valuation below original target, and Anthropic's IPO faces reported valuation-cut pressure after a $2.5T rout. All marks are reported figures, not realized returns.
| 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 shows one 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), announced 2026-11-05 — an announcement, not a confirmed close in our data. Weekly capital: $800M vs $0 the prior week (percentage change not meaningful on a single deal). Cybersecurity is the only sector with recorded activity. Coverage: 2,456 eligible rounds, zero missing weekly amounts or valuations. Note: this tape covers 2,699 tracked companies with disclosed rounds — not the whole private market. Off-tape reported rounds (Nominal, Traversal, Thinking Machines, Marble Imaging) appear in the news sections below and are not yet in the tracked book.
| 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.
Fundraising signals cluster at the smaller end: Team8 raised $365M for AI-native enterprise investing; Flashpoint closed $141.5M across Venture Growth IV plus a debt sidecar; NSV hit a ~$55M first close for its inaugural biotech fund; Ondine Capital reached a first close on its third USD fund targeting AI and semiconductors. Bloomberg reports Saudi startups shifting toward debt as war-related uncertainty slows equity funding — a financing-mix datapoint worth watching. All figures are fund sizes, not deployment; none of these closes imply startup investments yet.
| 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.
BlackPeak Capital held a €125M first close for its second Southeast Europe growth fund (multiple sources, last 24h) — mid-market SEE continues to attract institutional capital. CKX signed a reported $1B investment deal with Jacobs Private Equity (announced; closing not confirmed). BPM launched a fund-administration service — services consolidation around the asset class. On the commitments side, Texas Teachers committed over $1.5B to real estate, PE and infrastructure, and I Squared closed $2.4B for credit with LPs questioning 'tourist' capital — a due-diligence-tightening signal. None of these totals represent startup investments.
LP flow is the day's strongest signal: CalPERS added over $21B to systematic strategies and private markets funds, and Texas Teachers committed over $1.5B — large public plans still funding the asset class even as mark cuts accumulate. Ardian raised €1B for semiconductor buyouts with 41% from Middle East investors, a notable geographic concentration. Samsung Fire partnered with KKR and KIC on the $2.2B Canopius acquisition. Distinguish carefully: these are commitments and acquisitions — none translate into startup-level rounds.
Two tech deals to separate by status: Dropbox's reported $350M acquisition of Tigris Data (AI infrastructure for agents) is reported as done in source coverage; Palo Alto Networks' $500M pursuit of Clutch Security is explicitly in talks — no signed deal. Both sit adjacent to Cyera's cybersecurity corner of the market, suggesting continued strategic appetite for agent and data-security infrastructure. Elsewhere: Samsung Fire with KKR and KIC is reported taking full control of UK insurer Canopius in a $2.2B deal, and CKX reports a $1B investment agreement with Jacobs Private Equity. Treat reported terms as unverified until closings are confirmed.
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: 2026-11-08 · sources: private-companies.json, investors.json
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Weekend — payload available; weekday auto-DM is Mon–Fri 8:00 AM PT.
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 significant capital concentration in AI-enabled industrial and logistics sectors (e.g., Zipline, Atomic Machines, Bedrock Robotics) despite broader market volatility. Cybersecurity remains a top-tier investment priority, with new funds like Ballistic Ventures scaling up to meet demand. Uncertainty lingers regarding IPO paths, as seen in recent withdrawals and the cautious approach taken by firms like Anthropic entering the public roadshow phase.
🗂️ Dataset updated: no new closed rounds to add; list holds at 2,753.
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.
95 markdowns detected all-time · 22 flagged beforehand · 73 missed · hit rate 23.2%
| Company | Detected | Event | Mark | Called? |
|---|---|---|---|---|
| OpenAI | 2026-11-09 | Mark cut −31.8% | $1250B → $852B | ✓ Flagged #79 · Moderate |
| Kraken | 2026-11-09 | Mark cut −48.3% | $21B → $11B | ✓ Flagged #84 · Moderate |
| TRM Labs | 2026-11-09 | Mark cut −50.0% | $2.0B → $1.0B | ✗ Missed |
| Incode | 2026-11-09 | Mark cut −64.0% | $3.0B → $1.1B | ✗ Missed |
| Current | 2026-11-09 | Mark cut −88.0% | $13B → $1.5B | ✗ Missed |
| 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 |
Down-round & valuation headlines scraped at publication from Google News, Hacker News, CNBC, Yahoo Finance and the wider tech press.
Our tracked tape records Cyera's $800M Series G extension at $12B post-money (flat vs its September mark), led by Goldman Sachs Alternatives. CTech reports the raise at $20B including $300M from Cyberstarts. That is a material discrepancy. Until closing documents surface, treat both as unconfirmed and don't benchmark your own round against either number.
Groq reportedly wants $8B, 2.5x its August mark, while the same coverage says neocloud investors are retreating. That spread between ask and market is where rounds die or stall. If you're raising late-stage into AI infrastructure, price against the markdown ledger's direction (-31% to -50% cuts), not against the boldest ask in the news.
Current coverage of option-pool mechanics and India down-round playbooks is a reminder: the pre-money number founders celebrate can hide a valuation cut via post-money pool top-ups. With markdowns accelerating (100 companies on watch), model your effective ownership at both pool-timing conventions before comparing term sheets.
A one-deal tracked week is a coverage story, not a market verdict — off-tape activity (Nominal, Traversal, Thinking Machines) is real but unconfirmed. Watch two things: whether Cyera's $12B or $20B figure holds, and whether Groq's 2.5x ask clears. If it doesn't, the repricing pressure visible in OpenAI, Kraken and TRM Labs marks extends deeper into AI infrastructure.