Private Markets / Emerging Spaces / Vertical SaaS

Vertical SaaS

Industry-specific operating systems — construction, legal, healthcare ops, field services.

26/100momentum · Cooling
31tracked companies
$263Bcombined valuation
$157Mcapital · 90d (3 deals)
$2.2Bcapital · 1y (13 deals)
13new entrants · 1y
-25%median secondary vs round (11 marks)

Momentum components — 4/4 computable

Funding acceleration4
Deal velocity50
News heat39
Secondary temp25

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 Harvey $11B as of 2026-Q1 +9.7% 2026-02-01
3 Legora $10B as of 2026-08 no mark 2026-03-24
4 Gusto $9.3B as of 2025-Q2 -39.5% 2025-06-01
5 Icertis $5.0B as of 2025-Q1 -24.3% 2025-03-18
6 Clio $5.0B as of 2026-08 no mark 2025-11-09
7 Checkr $4.6B as of 2021-Q4 -86.9% 2021-10-01
8 Entrata $4.3B as of 2025-Q2 no mark 2025-05-15
9 Relativity ODA $3.6B as of 2021-Q1 no mark 2021-03-18
10 Celestia $3.5B as of 2024-Q3 no mark 2024-09-23
11 Ironclad $3.2B as of 2022-Q1 -46.9% 2022-01-25
12 Everlaw $2.1B as of 2021-Q4 -6.8% 2021-10-22

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.