VC and Startup news
Joined November 2025
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14 deals caught my eye this week, among them:
@shieldaitech $2B Series G
@harvey__ai $200M Series G
Xona $170M Series C
Dash0 $110M Series B
Doss $55M Series B
Full breakdown 👇
Here's what caught my eye this week in startup funding
@cloaked — $375M Series B
@Xbow — $121M Series C
@upvest — $90M Series D
@latent_health — $80M Series A
Standard Template Labs — $49M Seed
@hanoverpark — $27M Series A
Parallel — $20M Series A
Full breakdown 👇
This week has been one of the craziest weeks of fundraising in 2026 so far:
The biggest rounds:
→ @nscale $2B Series C (AI Infra)
→ @amilabs $1.03B Seed — largest ever in Europe
→ @WeAreLegora $550m Series D
→ Mind Robotics $500M Series A (Rivian spinout)
→ Quince $500M Series E at $10.1B
→ @Replit $400M Series D at $9B
Also: @grafana $250M · EF $200M · @wonderful_ai $150M · Alan €100M · Qevlar AI $30M · @qdrant_engine $50M · @AgentHub_AI $50M
Full breakdown 👇
Is SaaS dying ? Not so fast.
@TheEconomist recently argued that AI could be a boon to incumbent SaaS giants, who have deep pockets and extensive tech expertise.
As for in-house, vibe-coded software, the publication notices an interesting trend:
"For most companies, building software is a distraction from their core business. The trend for decades has been in the opposite direction. In the mid-1990s American firms kept about 30% of their software investment in-house; the figure today is half that"
If SaaS companies manage to retain and keep on attracting the best tech talent out there, AI breakthroughs will accrue to them.
Are investors overestimating the risk from AI? economist.com/business/2026/…
A few weeks ago, @getserval raised a $75m Series B at a $1b
@Redpoint just published the summary of their Series A investment memo. In it, they underline Serval's bold strategic choice to build a unified platform from the start to compete with incumbent systems of record
I wrote about how this choice was relevant in the current platform shift software is undergoing with AI and how it can set it up to compete with incumbents in the future (substack.com/@thevcnotebook/…)
Congrats again to Serval on hitting unicorn status!
