AI assistant that organizes your life across your apps, texts and calls
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.
AI📍 San Francisco, CAFounded 2025
Current Valuation
$2.5B
as of 2026-Q3
UNICORN
QL Price
$2.5B
0% vs last round
QuantLogix's current estimate for Instinct, published 2026-09-15 — in line with the last disclosed round of $2.5B (2026-Q3).
Confidence
low
Basis
round anchored
What backs this price
Last disclosed round
$2.5B
2026-Q3
weight 1
How this price has held up
No round has priced for Instinct since QuantLogix began publishing a price for it, so there is nothing to grade yet. The claim above is on the record from 2026-09-15 and will be graded against the next priced round. See the full accuracy record →
Which publicly-traded funds already hold it, what $10,000 buys, and whether any route is open to you.
Cite this price as QuantLogix QL Price, Instinct, 2026-09-15 (a66e17f17da1c966).
The id pins this exact claim, so a citation stays checkable after the price moves.
Model estimate for research — not a quote, target price, or investment advice.
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.
Can you buy Instinct stock?
No. Instinct is a private company — its shares are not listed on any exchange and there is no ticker. The routes to exposure are pre-IPO secondary marketplaces and funds (accredited investors), employee tender offers when the company runs one, and public companies with read-through exposure. QuantLogix maps every route it can verify for Instinct on its Pre-IPO Access Desk.
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.
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 · 1 mo ago
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
Capital raised per round
Charts built from publicly disclosed funding rounds and revenue estimates. Approximate, not real-time, not investment advice.
Funding History
Round
Amount
Date
Lead Investor
Post-Money
Series B
$250M
Aug 2026
Index Ventures / Benchmark (co-led)
$2.5B
Series A
$75M
Aug 2026
Kleiner Perkins (Mamoon Hamid)
$500M
Seed
—
Apr 2026
Conviction (Pranav Reddy)
—
Vertical Intelligence — AI / ML
No verified Hugging Face organization found for Instinct — no attributable open-model footprint. Closed-weights labs are common; this is a distribution signal, not a capability judgment.
Checked huggingface.co as of 2026-09-12. Re-checked weekly.
Talent Signal
No public careers page or job board could be found for Instinct as of 2026-08-30. That itself is a datapoint: no open external hiring surface.
Checked the company site and major hosted job boards. Re-checked monthly.
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.