Skip to content
Slow Variables
Ask

Stack / Deployment & application / sub-layer 20

Coding agents & dev tools

Indicators

Developer productivity uplift (METR RCTs)
consistent with normal
-4.0%as of 2026-02-24

Venture flow

Coding agents & dev tools: primary-round equity by quartereach segment links to its first round's record
Form D filings

Primary-round equity per calendar quarter: Form D amount sold where the entity files, Epoch's press-compiled rounds where the entity has no filing in the same quarter or within 45 days. Amendments replace their originals; SPVs and secondaries are excluded; Form D debt is listed in the table, not drawn.

Derived (venture_dollars_by_source) from: SEC EDGAR Form D (private offerings). SEC EDGAR Form D data sets.

The numbers
quartersourcekinddollarsrecord
Q3 2026Form D filingsequity$382Mreported
Q4 2025Form D filingsequity$425Mreported
Q2 2025Form D filingsequity$193Mreported
Q1 2025Form D filingsequity$20.2Mreported

Entities · 17

EntityRoleSinceVerifiedLatest observation
All Hands AI
Market map: dallasvc_inference_map (dallas_inference: modality / code & agents), read 28 Sep 2026
primary—○ not yetnone
Anysphere
Latest rounds led by Accel, Coatue Management, Thrive Capital
primary—○ not yet$4.0B · revenue_run_rate_usd.pt · 2026-06-08
Augmentprimary—○ not yetnone
Cognitionprimary—○ not yet$900M · revenue_run_rate_usd.pt · 2026-09-08
Continue.dev
Market map: dallasvc_inference_map (dallas_inference: modality / code & agents), read 28 Sep 2026
primary—○ not yetnone
Factory
Latest rounds led by Khosla Ventures
primary—○ not yetnone
LovableCIK 0002055162primary—● yes$400M · offering_amount_usd.pt · 2026-07-31
Magic Patterns
Own site magicpatterns.com, read 5 Oct 2026: Sells an AI design tool that turns prompts into interface prototypes matched to a team's design system. Found in the Part 39 search for the map's empty parts and kept by the staff review.
primary—○ not yetnone
Replit
Latest rounds led by Georgian
primary—○ not yet$525M · revenue_run_rate_usd.pt · 2026-04-30
Sourcegraphprimary—○ not yetnone
StackBlitzprimary—○ not yetnone
Uizard
Own site uizard.io, read 5 Oct 2026: Sells an AI design tool that generates editable interface designs from text prompts or screenshots. Owned by Miro since June 2024; still sold under the Uizard name. Its own site does not mention the owner. Found in the Part 39 search for the map's empty parts and kept by the staff review.
primary—○ not yetnone
VercelCIK 0001893137
Series F (Vercel blog); Form D filer (EDGAR, CIK 0001893137).; Market map: dallasvc_inference_map, read 28 Sep 2026
primary—● yes$150M · amount_sold_usd.pt · 2021-10-22
Warpprimary—○ not yetnone
MagicCIK 0001959571
Market map: dallasvc_inference_map, neolabs_fyi, read 28 Sep 2026; neolabs.fyi research area: Coding
secondary—● yes$321M · offering_amount_usd.pt · 2024-03-29
Poolside
Market map: dallasvc_inference_map, neolabs_fyi, read 28 Sep 2026; neolabs.fyi research area: Coding — Agents, Open weights
secondary—○ not yetvaluation $12B * per neolabs.fyi · post_money_usd.pt · 2026-09-28
Reflection AI
Market map: dallasvc_inference_map, neolabs_fyi, read 28 Sep 2026; neolabs.fyi research area: General-purpose models — Open weights, Sovereign AI
secondary—○ not yet$25.0B · post_money_usd.pt · 2026-09-28

Seed lists come from the capture brief and are verified against filings one by one. A name here is not a claim about size or funding until an observation attaches.