Private Markets / Emerging Spaces / Space Launch & Infrastructure

Space Launch & Infrastructure

Launch vehicles, satellites, earth observation, and in-orbit infrastructure.

54/100momentum · Steady
50tracked companies
$235Bcombined valuation
$12Bcapital · 90d (5 deals)
$16Bcapital · 1y (23 deals)
18new entrants · 1y
-7.2%median secondary vs round (15 marks)

Momentum components — 4/4 computable

Funding acceleration100
Deal velocity25
News heat4
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 Blue Origin $130B as of 2026-07 no mark 2026-07
2 Vast $30B as of 2026-04 no mark 2026-04-01
3 Sierra Space $8.0B as of 2026-Q1 -7.3% 2026-03-01
4 K2 Space $6.8B as of 2026-Q3 +35.3% 2026-07-01
5 Kr Space $6.8B as of 2026-07 no mark 2026-07-01
6 CHAOS Industries $4.5B as of 2025-11 no mark 2025-11-01
7 Skydio $4.4B as of 2026-04 +16.1% 2026-04-01
8 Relativity Space $4.2B as of 2025-Q1 -55.7% 2025-03-01
9 Clubhouse $4.0B as of 2021-Q2 no mark 2021-04-18
10 Stoke Space $3.4B as of 2026-Q1 +21.2% 2026-02-09
11 ICEYE $2.5B as of 2025-Q4 no mark 2025-12-01
12 Apex $2.3B as of 2026-06 no mark 2025-09-12

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.