Private Markets / Emerging Spaces / AI Agents & Copilots

AI Agents & Copilots

Autonomous agents, copilots, and the orchestration layers letting software do multi-step work.

43/100momentum · Steady
101tracked companies
$599Bcombined valuation
$3.3Bcapital · 90d (19 deals)
$12Bcapital · 1y (62 deals)
57new entrants · 1y
-15.9%median secondary vs round (30 marks)

Momentum components — 4/4 computable

Funding acceleration45
Deal velocity54
News heat34
Secondary temp34

Components that cannot be computed are dropped and the weights renormalize — never faked to neutral.

Capital by quarter — disclosed rounds

24Q425Q125Q225Q325Q426Q126Q226Q3

Undisclosed amounts count as zero capital; deals still count.

#CompanyValuationSecondary vs RoundLast Round
1 Enter $190B as of 2026-08 no mark 2026-05-06
2 Public $190B as of 2026-08 no mark 2021-02-22
3 Reflection AI $25B as of 2026-03 +46.9% 2025-10
4 Sierra $15B as of 2026-Q2 -19.9% 2026-05-12
5 Grammarly $13B as of 2025 (unchanged from 2021) no mark 2026-04-06
6 Celonis $13B as of 2022-Q3 no mark 2022-08-22
7 OpenEvidence $12B as of 2026-Q1 -6.8% 2026-01-21
8 ElevenLabs $11B as of 2026-02 +52.8% 2026-02-01
9 SambaNova $11B as of 2026-Q3 no mark 2026-07-08
10 Harvey $11B as of 2026-Q1 +9.7% 2026-02-01
11 Airwallex $11B as of 2026-Q2 no mark 2026-06-01
12 NEAR $10B as of 2022-Q2 no mark 2022-04-06

Methodology. Emerging Spaces groups the tracked private-company roster into curated thematic spaces and scores each space's momentum 0–100 from four disclosed-data components: trailing-90-day capital vs the prior 90 days (40%), deal-count acceleration on the same windows (25%), news activity per tracked company over 30 days (20%), and the median secondary-market premium to last round across the space's marked names (15%). Components that cannot be computed are dropped and the weights renormalize — the basis is disclosed per space. Quarterly trends derive from dated, disclosed rounds; undisclosed amounts count as zero capital. An attention map of disclosed activity — not a prediction, not investment advice.