How does Value Add VC's own venture-funding count compare with what the major trackers publish for Q3 2026 (July-September)? This page shows both, kept separate: the market-wide totals the trackers publish (quoted, never estimated by us), and our own round-level data — by month, by sector, the largest rounds, and the most active leads.
These are market-wide totals as published by each tracker — not ours, never added to or compared against our own numbers below. A blank "Pending" row means that tracker had not published a Q3 2026 figure as of 2026-10-01; trackers typically release on their own schedule, from the day after quarter-close (Crunchbase) to several weeks later (PitchBook-NVCA, CB Insights, KPMG, Carta).
| Tracker | Geography | Q3 2026 | As of |
|---|---|---|---|
| Crunchbase | Global | Pending | — |
| PitchBook-NVCA Venture Monitor | US HQ only | Pending | — |
| CB Insights | Global | Pending | — |
| KPMG Venture Pulse | Global | Pending | — |
| Dealroom | Global | Pending | — |
Figures below are rounds tracked by Value Add VC — our own store, not a market total. We cover an estimated 5-8% of US rounds. "Rounds tracked" excludes rumored (in-talks, reportedly) rounds, debt-only financings, and raises by companies that are already publicly traded; where one of our tracked rounds disagrees with a market tracker's figure, we show both with their sources rather than picking one. The round-count growth from Q2 to Q3 below mostly reflects our own coverage growing (more wires, drip backfill) — not a market acceleration.
Computed from the Value Add VC intelligence store on 2026-10-01.
| Month | Rounds | With a disclosed amount | Total |
|---|---|---|---|
| July 2026 | 107 | 104 | $18.69B |
| August 2026 | 101 | 99 | $22.13B |
| September 2026 | 129 | 126 | $28.18B |
| Q3 2026 total | 337 | 329 | $69.00B |
| Sector | Rounds | Total |
|---|---|---|
| AI & Infrastructure | 59 | $20.52B |
| Energy & Climate | 21 | $7.47B |
| Defense & Space | 23 | $6.88B |
| Health & Biotech | 48 | $4.91B |
| Fintech & Crypto | 33 | $4.45B |
| Semiconductors & Hardware | 16 | $3.89B |
| Developer Tools | 12 | $3.78B |
| Robotics & Mobility | 21 | $3.74B |
| Enterprise Software | 41 | $3.32B |
| Infrastructure & Construction | 1 | $3.00B |
| Cybersecurity | 14 | $2.78B |
| Consumer & Media | 18 | $2.17B |
| Other | 30 | $2.10B |
| Company | Amount | Stage | Date | Lead(s) | Source |
|---|---|---|---|---|---|
| Databricks | $5B | Strategic Growth round | 2026-08-13 | Coatue Management | Bloomberg |
| Crusoe | $3.9B | Series F | 2026-09-17 | Atreides Management, Mubadala Capital, Valor Equity Partners | TechCrunch |
| The Boring Company | $3B | Series D | 2026-09-10 | — | TechCrunch |
| Cognition | $2B | Series E | 2026-09-08 | Andreessen Horowitz, Accel, Founders Fund | TechCrunch |
| Joulent | $1.75B | Strategic investment | 2026-07-01 | National Grid Ventures | Business Wire |
| Atoms | $1.7B | Series A | 2026-07-22 | Andreessen Horowitz | TechCrunch |
| Fireworks AI | $1.5B | Series D | 2026-07-16 | Atreides Management, Index Ventures, TCV | SiliconANGLE |
| FluidstackReported | $1.5B | Growth | 2026-09-03 | Jane Street | Forbes |
| Hadrian | $1.37B | Series D | 2026-08-06 | Washington Harbour Partners, Valor Equity Partners, 137 Ventures, Baillie Gifford, JPMorganChase Strategic Investment Group | Hadrian (PR Newswire) |
A row marked "Reported" is sourced to news coverage, not a company announcement or filing — cite it as reported by the outlet(s), not as a flat fact.
| Investor | Led | Participated | Total deals |
|---|---|---|---|
| Andreessen Horowitz | 11 | 11 | 22 |
| Sequoia Capital | 10 | 8 | 18 |
| Valor Equity Partners | 8 | 2 | 10 |
| Insight Partners | 8 | 1 | 9 |
| Khosla Ventures | 6 | 8 | 14 |
| Atreides Management | 6 | 1 | 7 |
| Index Ventures | 5 | 5 | 10 |
| Bessemer Venture Partners | 4 | 2 | 6 |
| Spark Capital | 4 | 1 | 5 |
| New Enterprise Associatestied with Ribbit Capital and Seligman | 4 | 0 | 4 |
By Trace Cohen. Corrections: send one here.