Private companies

The last reported round and valuation, the secondary venues that list the company, and the cited signals behind an acquisition posture. Every figure as reported, with its source and date.

All Covered TrackedAll sectors AI defense Drones and uncrewed aircraft Sensors, EW and counter-UAS Defense software Maritime autonomy Ground autonomy Munitions and propulsion Defense manufacturing Space defense Foundation models AI infrastructure Developer tools

Companies on file: 101; Latest research Oct 11, 2026
Covered, with a read: 56
With a citable valuation: 69
Latest round: Oct 2, 2026; Supabase, Funding round

Acquisition posture, covered rows

Quiet: 12
Watch: 17
Reported: 1
Agreed: 7
Closed: 19

Universe

Sorted by last valuation. Rows with none sort last.

Company	Tier	Sectors	HQ	Founded	Last round or tender	Last valuation	Venues	Acquisition	Researched
Applied Intuition	Covered	AI defense, Defense software, Ground autonomy	Sunnyvale, CA	2017	Series F, Jun 17, 2025	$15.00B, Jun 17, 2025	Clarity (formerly Hiive), Nasdaq Private Market, Caplight, Augment Power 20, Augment	Watch	Oct 11, 2026
Quantum Systems	Covered	AI defense, Drones and uncrewed aircraft, Ground autonomy	Gilching, Germany	2015	Series D, Jul 2, 2026	$8.00B, Jul 2, 2026	Clarity (formerly Hiive), Caplight, Jarsy	Watch	Oct 11, 2026
Forterra	Covered	AI defense, Ground autonomy	Clarksburg, MD	2002	Series C, Nov 12, 2025	$1.00B, reported Nov 12, 2025	Clarity (formerly Hiive), Nasdaq Private Market, Caplight	Watch	Oct 11, 2026

Covered rows carry a read. Tracked rows carry identity, funding and venues only, and say so. A valuation is the post-money as the company announced it or an outlet reported it, never a derived one.

A venue is listed when its public page named the company on the date shown. A price is the figure that page showed, under the venue’s own name for it and dated as the venue dated it; it is a level the venue publishes, not a trade. Nothing is recorded from behind a login.

Latest rounds

Newest round or tender on file first.

SupabaseOct 2, 2026Funding roundNo citable valuation
ArmadinOct 1, 2026Series B$2.50B, Oct 1, 2026
HomewardOct 1, 2026Series DNo citable valuation
CScaleSep 30, 2026Series CNo citable valuation
ElevenLabsSep 30, 2026Tender offer$22.00B, Sep 30, 2026

News

Crunchbase News, Oct 6, 2026
Crunchbase Data Shows AI’s Most Active Startups Are Becoming Serial Acquirers
Venture-backed AI companies made 195 acquisitions of AI startups through September 29, 2026, by Crunchbase’s count, 14% more than in all of 2025, while the number of buyers grew 2%. OpenAI made ten this year, Anthropic and Legora five each, Harvey four, Sierra and Cursor three each.
In the registry:OpenAI, Anthropic, Legora, Harvey, Sierra, Anysphere (Cursor), Cohere, Nscale, Cyera, Sword Health, Anyscale, Oasis Security, Coefficient Bio, Glass Imaging, Kaia Health, Convogo, Torch, Crixet, Astral, Promptfoo, Ona, Instant, Hexus, Lume, Benchmark, Guardrails AI, Walter AI, Qura, Graceview, Cadastral, Wexler AI, Opera Tech, Fragment, Takeoff
Crunchbase News, Oct 2, 2026
The Week’s 10 Biggest Funding Rounds: Almost All About AI
The ten largest rounds announced by US companies from September 26 to October 2, 2026, led by Instinct’s $1 billion Series C at a $10 billion valuation.
In the registry:Instinct, EliseAI, Armadin, Kahua, GMI Cloud, General Intuition, SiMa.ai, Supabase, CScale, Homeward
TechCrunch, Sep 24, 2026
Databricks buys Row Zero and is scouting for more startups to acquire
Databricks bought the cloud-spreadsheet startup Row Zero on undisclosed terms, its fifth acquisition of 2026 after Quotient AI and SiftD.ai in March, Panther in June and Electric in August. Its CEO said the company intends to do many more.
In the registry:Databricks

Acquisition

Quiet: No cited tie to a buyer. What is on file is contracts, rounds and partnerships without one.
Watch: A cited tie to a plausible buyer: a strategic partner, an investor stake, a tender offer, a stated appetite. Nothing reported.
Reported: A named outlet reported talks or an approach. A report is a fact about the press, not a prediction.
Agreed: A deal is announced and has not closed.
Closed: The acquisition completed.

A posture is prepared by PiggyGPT from the cited signals on the company page. It is a reading of the public record, not a prediction and not advice.

Sectors

AI defense28Autonomy, software and hardware sold to militaries and governments.
- Drones and uncrewed aircraft11Uncrewed aircraft, loitering munitions and interceptor drones.
- Sensors, EW and counter-UAS8Counter-drone systems, radar, electronic warfare and GPS-denied navigation.
- Defense software7Command-and-control, intelligence, logistics, mission and simulation software, and military cyber.
- Maritime autonomy2Uncrewed surface and undersea vessels.
- Ground autonomy3Autonomous ground vehicles and robots.
- Munitions and propulsion3Missiles, hypersonics, rocket motors, energetics and military power.
- Defense manufacturing5Factories and manufacturing systems for defense hardware.
- Space defense6Satellites, spacecraft and space-domain-awareness systems sold to militaries and intelligence agencies.
Foundation models7Companies that train their own frontier models and sell access to them.
AI infrastructure12Compute, data and tooling that AI products are built on.
Developer tools3Products sold to software developers.

A sector is a page over the companies in it, with a dated note where one has been prepared.