Developer tools and infrastructure software startups. In the last 12 months Value Add VC tracked 36 venture rounds in Developer Tools totaling $6.9B across 31 companies, with a median round of $59M. The last three months saw 27 rounds and $4.4B, ahead of the 12-month pace.
| Rounds tracked | Last 3 months | Last 6 months | Last 12 months |
|---|---|---|---|
| Rounds | 27 | 34 | 36 |
| Dollars | $4.4B | $6.2B | $6.9B |
| Companies | 25 | 29 | 31 |
| Median round | $45M | $54M | $59M |
Rounds tracked by Value Add VC from filings, wire releases and news outlets, not a total for the whole market. Private companies only.
Value Add VC intelligence database (rounds tracked from filings, wires and outlets)
| Item | Value |
|---|---|
| Dec 25 | $240M · 1 rounds |
| Jan 26 | $0M · 0 rounds |
| Feb 26 | $0M · 0 rounds |
| Mar 26 | $400M · 1 rounds |
| Apr 26 | $0M · 0 rounds |
| May 26 | $1.0B · 1 rounds |
| Jun 26 | $500M · 1 rounds |
| Jul 26 | $248M · 3 rounds |
| Aug 26 | $1.3B · 7 rounds |
| Sep 26 | $2.3B · 5 rounds |
| Oct 26 | $794M · 15 rounds |
| Nov 26 | $57M · 2 rounds |
Value Add VC intelligence database (rounds tracked from filings, wires and outlets)
| Item | Value |
|---|---|
| Dec 25 | 1 |
| Jan 26 | 0 |
| Feb 26 | 0 |
| Mar 26 | 1 |
| Apr 26 | 0 |
| May 26 | 1 |
| Jun 26 | 1 |
| Jul 26 | 3 |
| Aug 26 | 7 |
| Sep 26 | 5 |
| Oct 26 | 15 |
| Nov 26 | 2 |
Value Add VC intelligence database (rounds tracked from filings, wires and outlets)
| Item | Value |
|---|---|
| Undisclosed | 10 rounds · $2.5B |
| Series A | 9 rounds · $504M |
| Series B | 8 rounds · $437M |
| Series D+ / growth | 4 rounds · $3.1B |
| Seed | 3 rounds · $88M |
| Series C | 2 rounds · $209M |
| Date | Company | Stage | Amount | Led by |
|---|---|---|---|---|
| Sep 8, 2026 | Cognition | Series E | $2B | Andreessen Horowitz, Accel |
| May 27, 2026 | Cognition | — | $1B | Lux Capital, General Catalyst, 8VC |
| Aug 20, 2026 | Poolside | — | $1B | — |
| Jun 5, 2026 | Supabase | Series F | $500M | GIC |
| Mar 11, 2026 | Replit | Series D | $400M | Georgian |
| Dec 11, 2025 | Harness | Series E | $240M | — |
| Sep 16, 2026 | Factory | — | $200M | Khosla Ventures, Blackstone, Sequoia Capital |
| Oct 2, 2026 | Supabase | — | $150M | GIC |
| Aug 12, 2026 | CodeRabbit | Series C | $143M | Atomico, Smash Capital |
| Jul 8, 2026 | 8090 Labs | Series A | $135M | — |
| Date | Company | Stage | Amount | Led by |
|---|---|---|---|---|
| Nov 3, 2026 | Journify | Series A | $12M | — |
| Nov 2, 2026 | Trajectory | Series A | $45M | Sequoia Capital |
| Oct 31, 2026 | &Truth | Seed | $70M | — |
| Oct 30, 2026 | AvalonX | — | $10M | — |
| Oct 27, 2026 | Hex | Series A | $100M | 137 Ventures |
| Oct 27, 2026 | Infisical | Series B | $40M | Elad Gil |
| Oct 23, 2026 | Daytona Platforms | Series B | $60M | — |
| Oct 22, 2026 | Blacksmith | Series C | $66M | Sequoia Capital |
| Oct 20, 2026 | Daytona | Series B | $60M | FirstMark Capital |
| Oct 19, 2026 | Antithesis | Series A | $105M | Jane Street |
| Oct 12, 2026 | AlgoX2 | Extension | $10M | Bessemer Venture Partners |
| Oct 12, 2026 | Klarent | Seed | $8M | Mosaic Ventures |