Stack / Deployment & application / sub-layer 21
Vertical AI by domain
Indicators
Venture flow
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
| quarter | source | kind | dollars | record |
|---|---|---|---|---|
| Q3 2026 | Form D filings | equity | $550M | reported |
| Q2 2026 | Form D filings | equity | $247M | reported |
| Q1 2026 | Form D filings | equity | $692M | reported |
| Q4 2025 | Form D filings | equity | $150M | reported |
| Q3 2025 | Form D filings | equity | $81.4M | reported |
| Q2 2025 | Form D filings | equity | $496M | reported |
| Q1 2025 | Form D filings | equity | $300M | reported |
| Q4 2024 | Form D filings | equity | $127M | reported |
| Q3 2024 | Form D filings | equity | $99.0M | reported |
| Q2 2024 | Form D filings | equity | $114M | reported |
| Q1 2024 | Form D filings | equity | $141M | reported |
| Q4 2023 | Form D filings | equity | $66.0M | reported |
| Q2 2023 | Form D filings | equity | $25.8M | reported |
| Q1 2023 | Form D filings | equity | $28.8M | reported |
Entities · 48
| Entity | Role | Since | Verified | Latest observation |
|---|---|---|---|---|
| 11x | primary | — | ○ not yet | none |
| AbridgeCIK 0001737537 Latest rounds led by Andreessen Horowitz, IVP | primary | — | ● yes | $319M · offering_amount_usd.pt · 2025-06-12 |
| Ambience Latest rounds led by Andreessen Horowitz, Oak HC/FT | primary | — | ○ not yet | none |
| Artisan Latest rounds led by Glade Brook Capital | primary | — | ○ not yet | none |
| Bland Market map: dallasvc_inference_map, read 28 Sep 2026 | primary | — | ○ not yet | none |
| Brightwave | primary | — | ○ not yet | none |
| Brisk Teaching Own site briskteaching.com, read 5 Oct 2026: Sells an AI browser extension that helps teachers create lessons, quizzes and feedback inside the software they already use. Found in the Part 39 search for the map's empty parts and kept by the staff review. | primary | — | ○ not yet | none |
| ClayCIK 0002053989 Latest rounds led by CapitalG | primary | — | ● yes | $150M · arr_usd.pt · 2026-05-31 |
| Crescendo Market map: kadan_ai_native_services, read 28 Sep 2026; AI roll-up directory: ai_rollup_fyi (Contact Center; USA; Series C), read 28 Sep 2026; AI roll-up map: caritas_rollup_map (Owner-operator, evidence grade B), read 28 Sep 2026 Latest rounds led by General Catalyst | primary | — | ○ not yet | acquired PartnerHero (customer-support outsourcing (BPO) firm, USA) · partnerhero.pt · 2024-10-02 |
| Cropin Own site cropin.com, read 5 Oct 2026: Sells an AI cloud platform for agribusinesses covering farm management, traceability and crop intelligence. Founded well before the current AI wave. Found in the Part 39 search for the map's empty parts and kept by the staff review. | primary | — | ○ not yet | none |
| DecagonCIK 0002043374 | primary | — | ● yes | $100M · revenue_run_rate_usd.pt · 2026-08-11 |
| Dust Market map: dallasvc_memory_map (dallas_memory: Shared enterprise context), read 28 Sep 2026 | primary | — | ○ not yet | none |
| Dyna | primary | — | ○ not yet | none |
| Eve Latest rounds led by Spark Capital | primary | — | ○ not yet | none |
| EvenUp Latest rounds led by Bessemer Venture Partners | primary | — | ○ not yet | none |
| ExaCIK 0002024864 Latest rounds led by Benchmark | primary | — | ● yes | $247M · amount_sold_usd.pt · 2026-05-15 |
| Fireflies.ai Market map: dallasvc_memory_map (dallas_memory: App context capture), read 28 Sep 2026 | primary | — | ○ not yet | none |
| Glean Market map: dallasvc_memory_map, read 28 Sep 2026 Latest rounds led by Wellington Management | primary | — | ○ not yet | $300M · arr_usd.pt · 2026-05-28 |
| GovDash Own site govdash.com, read 5 Oct 2026: Sells an AI platform that helps government contractors find opportunities, write proposals and manage contracts. Its customers are contractors selling to government, not agencies themselves. Found in the Part 39 search for the map's empty parts and kept by the staff review. | primary | — | ○ not yet | none |
| Granola Market map: dallasvc_memory_map (dallas_memory: App context capture), read 28 Sep 2026 | primary | — | ○ not yet | none |
| HarveyCIK 0001974654 | primary | — | ● yes | $400M · arr_usd.pt · 2026-09-09 |
| HebbiaCIK 0001932477 Market map: dallasvc_memory_map, read 28 Sep 2026 Latest rounds led by Andreessen Horowitz | primary | — | ● yes | $48.0M · arr_usd.pt · 2026-08-31 |
| Hippocratic Latest rounds led by Avenir Growth | primary | — | ○ not yet | none |
| LegoraCIK 0002071663 Latest rounds led by Accel | primary | — | ● yes | $200M · arr_usd.pt · 2026-09-15 |
| Limitless Market map: dallasvc_memory_map (dallas_memory: App context capture), read 28 Sep 2026; Acquired by Meta, 5 Dec 2025 (Limitless; also on the acquisitions ledger) | primary | — → 2025-12-05 | ○ not yet | none |
| MagicSchool Own site magicschool.ai, read 5 Oct 2026: Sells an AI platform for schools with tools for lesson planning, feedback and student learning. Found in the Part 39 search for the map's empty parts and kept by the staff review. | primary | — | ○ not yet | none |
| OpenEvidence Latest rounds led by DST Global, Thrive Capital | primary | — | ○ not yet | $300M · revenue_run_rate_usd.pt · 2026-07-31 |
| Otter.ai Market map: dallasvc_memory_map (dallas_memory: App context capture), read 28 Sep 2026 | primary | — | ○ not yet | none |
| Parallel Latest rounds led by Index Ventures, Kleiner Perkins | primary | — | ○ not yet | none |
| Parloa Latest rounds led by General Catalyst | primary | — | ○ not yet | none |
| PerplexityCIK 0001972171 Latest rounds led by Accel | primary | — | ● yes | $750M · revenue_run_rate_usd.pt · 2026-08-24 |
| Read AI Market map: dallasvc_memory_map (dallas_memory: App context capture), read 28 Sep 2026 | primary | — | ○ not yet | none |
| Retell Market map: dallasvc_inference_map, read 28 Sep 2026 | primary | — | ○ not yet | none |
| Rogo Latest rounds led by Sequoia Capital | primary | — | ○ not yet | none |
| Rune Technologies Own site runetech.co, read 5 Oct 2026: Sells AI software for military logistics that manages inventory, equipment and distribution. Also sells sensors and tags alongside the software. Found in the Part 39 search for the map's empty parts and kept by the staff review. | primary | — | ○ not yet | none |
| Sana Market map: dallasvc_memory_map (dallas_memory: Shared enterprise context), read 28 Sep 2026; Acquired by Workday, closed 4 Nov 2025 (Workday newsroom) | primary | — → 2025-11-04 | ○ not yet | none |
| Sierra | primary | — | ○ not yet | $200M · revenue_run_rate_usd.pt · 2026-08-11 |
| Spellbook | primary | — | ○ not yet | none |
| Tennr Latest rounds led by IVP | primary | — | ○ not yet | none |
| VapiCIK 0002042931 Market map: dallasvc_inference_map, read 28 Sep 2026 Latest rounds led by Peak XV Partners | primary | — | ● yes | $50.0M · offering_amount_usd.pt · 2026-02-26 |
| Writer Market map: dallasvc_memory_map (dallas_memory: Shared enterprise context), read 28 Sep 2026 | primary | — | ○ not yet | none |
| 1X | secondary | — | ○ not yet | none |
| ApptronikCIK 0001918029 | secondary | — | ● yes | $500M · offering_amount_usd.pt · 2025-10-21 |
| Contextual AI Market map: dallasvc_inference_map, dallasvc_memory_map (dallas_inference: modality / embed & rerank; dallas_memory: Shared enterprise context), read 28 Sep 2026 | secondary | — | ○ not yet | none |
| FigureCIK 0002014185 | secondary | — | ● yes | $675M · offering_amount_usd.pt · 2024-02-27 |
| MercorCIK 0002103986 Market map: kadan_ai_native_services, read 28 Sep 2026 | secondary | — | ● yes | $2.0B · gross_revenue_run_rate_usd.pt · 2026-07-09 |
| Physical Intelligence Market map: neolabs_fyi, read 28 Sep 2026; neolabs.fyi research area: Physical AI & robotics — Open source, Open weights, Robot foundation models | secondary | — | ○ not yet | valuation >$11B * per neolabs.fyi · post_money_usd.pt · 2026-09-28 |
| Skild AI Market map: neolabs_fyi, read 28 Sep 2026; neolabs.fyi research area: Physical AI & robotics — Academic spinout, Robot foundation models | secondary | — | ○ not yet | valuation >$14B per neolabs.fyi · 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.