Private Markets / Emerging Spaces / Enterprise AI Applications

Enterprise AI Applications

Applied AI rebuilding enterprise workflows — search, support, sales, ops, and vertical suites.

35/100momentum · Cooling
32tracked companies
$94Bcombined valuation
$1.3Bcapital · 90d (7 deals)
$4.9Bcapital · 1y (23 deals)
22new entrants · 1y
-6.9%median secondary vs round (12 marks)

Momentum components — 4/4 computable

Funding acceleration34
Deal velocity50
News heat13
Secondary temp43

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 Sierra $15B as of 2026-Q2 -19.9% 2026-05-12
2 SambaNova $11B as of 2026-Q3 no mark 2026-07-08
3 Legora $10B as of 2026-08 no mark 2026-03-24
4 Lambda $9.4B as of 2025-Q4 +26.1% 2025-11-17
5 Glean $7.2B as of 2025-Q2 -7.2% 2025-06-09
6 Cohere $6.8B as of 2025-Q3 no mark 2024-07-22
7 Groq $6.4B as of 2025-Q3 +9.0% 2025-09-16
8 DataRobot $6.3B as of 2025-Q1 no mark 2021-07-27
9 Synthesia $4.0B as of 2026-01 no mark 2026-01-01
10 Dataiku $3.7B as of 2024-Q1 no mark 2022-12-01
11 Invisible Technologies $2.0B as of 2025-Q4 no mark 2025-10-13
12 Writer $1.9B as of 2024-Q4 -34.2% 2024-11-21

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.