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Senior General Partner
VC Intelligence
$BSP$TEAM$CRM
09/10/2026
Bending Spoons Buys Miro for $1.355B — 90% Under Its 2022 Mark | QuantLogix
Bending Spoons signed a definitive agreement on September 10, 2026 to acquire Miro at a $1.355B enterprise value — about 92% below the $17.5B round the QuantLogix roster had carried since January 2022. The QL secondary tape had already marked Miro down 61.7%, and was still 3.7x too high. What the drawdown looks like honestly, and what changes on QuantLogix today.
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Senior General Partner
VC Intelligence
$NVDA$CRM$AMZN
09/03/2026
NVIDIA Agrees to Acquire Hugging Face for $12.93B — What the Private Tape Saw First | QuantLogix
NVIDIA announced on its own newsroom that it has agreed to acquire Hugging Face for $12,930,300,000, 2.9x the company’s last priced round. The QuantLogix secondary tape had already repriced Hugging Face ~87% above that round — and still saw only half the deal. What changes on QuantLogix, and why the roster waited for the definitive agreement.
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