Developer tools and infrastructure software startups. In the last 12 months Value Add VC tracked 22 venture rounds in Developer Tools totaling $6.3B across 18 companies, with a median round of $125M. The last three months saw 16 rounds and $4.1B, ahead of the 12-month pace.
| Rounds tracked | Last 3 months | Last 6 months | Last 12 months |
|---|---|---|---|
| Rounds | 16 | 20 | 22 |
| Dollars | $4.1B | $5.8B | $6.3B |
| Companies | 14 | 16 | 18 |
| Median round | $57M | $75M | $125M |
Rounds tracked by Value Add VC from filings, wire releases and news outlets, not a total for the whole market. Private companies only.
| Date | Company | Stage | Amount | Led by |
|---|---|---|---|---|
| Sep 8, 2026 | Cognition | Series E | $2B | Andreessen Horowitz, Accel, Founders Fund |
| 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 |
| Sep 16, 2026 | Factory | — | $200M | Khosla Ventures, Blackstone (Tech Hub), Sequoia Capital |
| Oct 5, 2026 | Factory | Growth | $200M | Sequoia Capital, Insight Partners, Menlo Ventures |
| 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 |
|---|---|---|---|---|
| Oct 5, 2026 | Factory | — | part of round at $5B valuation | — |
| Oct 5, 2026 | Factory | Growth | $200M | Sequoia Capital, Insight Partners, Menlo Ventures |
| Oct 5, 2026 | Namespace Labs | Series B | $42M | Scale Venture Partners |
| Oct 2, 2026 | Supabase | — | $150M | GIC |
| Oct 1, 2026 | doxx.net | Series A | $38M | Andreessen Horowitz |
| Sep 30, 2026 | Flow Engineering | Series B | $50M | Valor Equity Partners, Atreides Management |
| Sep 28, 2026 | Row Zero | Seed | $10M | — |
| Sep 22, 2026 | Firecrawl | Series B | $75M | Smash Capital |
| Sep 16, 2026 | Factory | — | $200M | Khosla Ventures, Blackstone (Tech Hub), Sequoia Capital |
| Sep 8, 2026 | Cognition | Series E | $2B | Andreessen Horowitz, Accel, Founders Fund |
| Aug 31, 2026 | Clipto | — | $15M | — |
| Aug 20, 2026 | Poolside | — | $1B | — |