Back to list

Instinct

AI assistant that organizes your life across your apps, texts and calls
AI 📍 San Francisco, CA Founded 2025
Current Valuation
$2.5B
as of 2026-Q3
UNICORN

IPO Outlookprivate

Is Instinct going public?
No. Instinct is private and has not filed to go public. There is no S-1 on file.
What is Instinct's valuation in 2026?
Instinct is valued at $2.5B as of 2026-Q3, set by its Series B ($250M, Aug 2026). That is the last confirmed mark, not a live price — private shares do not trade continuously.
Has Instinct filed an S-1?
No public S-1 is on file for Instinct.
Who are Instinct's investors?
Instinct's investors include Index Ventures, Benchmark, Kleiner Perkins, Conviction, Greenoaks.
Answers are derived from the roster record shown on this page — filing status, last round and confirmed marks. Where the record is silent, the answer says so rather than guessing.
Instinct, operated by Spear Street Technology, is a San Francisco consumer AI company building a personal agent reached by text message or phone call rather than through a new app. It connects to messaging (iMessage, WhatsApp) and email and is trained to operate a phone and a computer directly, so it can answer messages, keep a calendar, book travel and restaurants, buy groceries and tickets, cancel subscriptions and coordinate home services on the user's behalf. Founder Noah Shinn, 23, was a researcher at Sierra and is known in the agent-research community for the Reflexion work on verbal self-correction in language agents and for the tau-bench tool-agent benchmark. The funding history is unusually compressed: a seed led by Conviction with Greenoaks participating, a $75M Series A at a $500M+ valuation led by Kleiner Perkins in early August 2026, and a $250M Series B co-led by Index Ventures and Benchmark at a $2.5B post-money announced 2026-08-26, for $350M raised in total. Two caveats belong on the record. Founding date: TechCrunch describes the company as founded in 2025, while Forbes reports the legal entity was registered in San Francisco in April 2026 — the 2025 date here reflects when the effort began, not incorporation. And the product is not generally available: access is invite-only while the company secures compute, it is free with no disclosed revenue model, and TechCrunch reported on 2026-08-24 that early users and security researchers raised concerns about the breadth of device permissions the assistant requests and the scope of its terms of use.

Company Profile

CEO
Noah Shinn
Founded
2025
HQ
San Francisco, CA
Total Raised
$350M
Growth
Valuation rose roughly fivefold in weeks — seed, then a $75M Series A at $500M+ in early August 2026, then a $250M Series B at $2.5B on 2026-08-26 — while the product stayed an invite-only private beta with no public availability and no disclosed revenue
Last Round
Series B — $250M (Aug 2026) · Lead: Index Ventures / Benchmark (co-led)
IPO Status
private

Fundraising Status

Series B · $250M · this month
privateTotal raised $350M3 disclosed rounds

Series B Impact

Round Size
$250M
Primary financing announced
Post-Money Valuation
$2.5B
Company-announced mark
Valuation Step-Up
+400.0%
vs Series A at $500M
Round / Post-Money
10.0%
New capital ÷ post-money
Disclosed Funding
$350M
Cumulative disclosed rounds
Step-up compares disclosed post-money valuations. Round / post-money is a financing-size ratio, not an ownership or dilution estimate.

Growth & Valuation

Valuation across funding rounds
Valuation growth across funding rounds$500M$2.5BAug '26Aug '26
Capital raised per round
Capital raised per funding round$75MSeries A$250MSeries B
Charts built from publicly disclosed funding rounds and revenue estimates. Approximate, not real-time, not investment advice.

Funding History

RoundAmountDateLead InvestorPost-Money
Series B$250MAug 2026Index Ventures / Benchmark (co-led)$2.5B
Series A$75MAug 2026Kleiner Perkins (Mamoon Hamid)$500M
SeedApr 2026Conviction (Pranav Reddy)

Vertical Intelligence — AI / ML

AI / ML registry data for Instinct has not been collected yet — the weekly vertical sweep hasn't reached this company. Check back soon.

Talent Signal

Hiring data for Instinct has not been collected yet — the monthly talent sweep hasn't reached this company. Check back soon.

Founders & Key People

Noah Shinn

Investors

Index Ventures · Benchmark · Kleiner Perkins · Conviction · Greenoaks

Products

  • Instinct personal agent — reached by SMS/iMessage, WhatsApp or phone call, with no new app interface
  • Email and calendar operation (drafting and answering mail, keeping the calendar in order)
  • Real-world task execution (booking flights and restaurant reservations, buying groceries and tickets, cancelling subscriptions, coordinating home services)
  • Computer- and phone-use agent that drives interfaces the way a person does

Competitors

OpenClaw · OpenAI (ChatGPT / Operator) · Anthropic (Claude) · Google Gemini · Perplexity
AIAI AgentsConsumer AIAI AssistantAgentic AIUnicornRecently Funded
Private-company numbers are not real-time. Reflects publicly disclosed valuations from press releases, news reports, and tender offers as of 2026-Q3. Refreshed quarterly.