IRIS Dealflow Intelligence · Thesis Report
AI + DEVTOOLS · United States
Data cut-off 2026-11-08 21:42 UTC · Filings 2026-11-04 → 2026-11-06 · newest 800 of 2,441 filings · Wire 72h
01 · Companies still raising
Open Regulation D offerings: the company reported an amount remaining to be sold, or an open-ended offering.
| Company | City | Industry | Sold | Remaining | Investors | Filed |
|---|---|---|---|---|---|---|
| Legora, Inc. | Dover, DE | Other Technology | $220.8M | $329.2M | 44 | 2026-11-04 |
| Endogenex, Inc. | Plymouth, MN | Other Health Care | $132.4M | $12.2M | 16 | 2026-11-06 |
| Collective Hub, Inc. | San Francisco, CA | Other Technology | $98.1M | $17.0M | 63 | 2026-11-06 |
| Nadhi AI, Inc. | Fremont, CA | Other Technology | $21.1M | $11 | 7 | 2026-11-06 |
| Not Wood, Inc. | Mesa, AZ | Other | $20.0M | $1.9M | 22 | 2026-11-05 |
| Primordial Labs, Inc. | New Haven, CT | Other Technology | $18.5M | $2.5M | 4 | 2026-11-05 |
| SIMSALASIM INC. | New York, NY | Other Technology | $11.5M | Open-ended | 13 | 2026-11-04 |
| SIMSALASIM INC. | New York, NY | Other Technology | $11.5M | Open-ended | 13 | 2026-11-04 |
| Contoro Inc. | Austin, TX | Other Technology | $11.0M | $22.2M | 3 | 2026-11-05 |
| Roq.ad Inc. | Palo Alto, CA | Other | $10.9M | $3.9M | 19 | 2026-11-04 |
02 · All matching filings
| Company | City | Industry | Sold | Remaining | Investors | Filed |
|---|---|---|---|---|---|---|
| Multiply Labs, Inc. | San Francisco, CA | Other Technology | $52.3M | $0 | 22 | 2026-11-05 |
| NEXROC Group, Inc. | Lewes, DE | Other Banking and Financial Services | $50.0M | $0 | 1 | 2026-11-04 |
| AI3 Bio, Inc. | Watertown, MA | Biotechnology | $48.3M | $0 | 8 | 2026-11-04 |
| Luminoah, Inc. | Charlottesville, VA | Other Health Care | $25.4M | $0 | 27 | 2026-11-06 |
| SIMSALASIM INC. | New York, NY | Other Technology | $10.4M | $0 | 20 | 2026-11-04 |
| SIMSALASIM INC. | New York, NY | Other Technology | $10.4M | $0 | 20 | 2026-11-04 |
| OTHRAM, INC. | The Woodlands, TX | Other Technology | $10.0M | $0 | 4 | 2026-11-06 |
| TXSE Group Inc. | Dallas, TX | Other | $10.0M | $0 | 1 | 2026-11-06 |
| VidAngel Entertainment, Inc. | Midvale, UT | Other | $9.8M | $0 | 18 | 2026-11-06 |
| Evolutionary Operating System Inc. | New York, NY | Other Technology | $9.0M | $0 | 12 | 2026-11-05 |
03 · Signals in the news · 72h
- HACKHow I Fight AI Brain FryAI · Global
- HACKSilicon Valley Promises AI Will Cure Disease. Drugmaker CEOs Aren't Buying ItAI · Global
- HACKI'm not a fan of Deno's security model (2024)AI · Global
- HACKLlama-modchip: 284B DeepSeek on 64GB RAM, no GPUAI · Global
- HACKAgent memory needs its OpenTelemetry momentAgents · Global
- HACKClaude Code's "Don't Ask Again" exposes passwords in 1,122 public GitHub filesTech · Global
- TECHKenya’s WayaWaya partners with Choice Bank to launch AI-powered banking servicesAI · Africa
- TECHOptasia wants to move beyond airtime credit as microfinance drives growthTech · Africa
04 · Where attention is moving
Hacker News title mentions, last 4 weeks vs the 4 before. Mindshare, not revenue.
| Company | Sector | 4w stories | Momentum |
|---|---|---|---|
| Replit | Dev tools | 7 | ▲ 600% |
| Vercel | Infra | 17 | ▲ 70% |
| Cohere | Models | 10 | ▲ 67% |
| Cursor | Dev tools | 32 | ▲ 60% |
| Perplexity | AI apps | 13 | ▲ 44% |
| Lovable | Dev tools | 13 | ▲ 44% |
| Scale AI | Data | 9 | ▲ 29% |
| PostHog | Dev tools | 6 | ▲ 20% |
| Anthropic | Models | 313 | ▲ 19% |
| ElevenLabs | AI apps | 5 | ▲ 0% |
| LangChain | Dev tools | 2 | ▲ 0% |
| Ollama | Infra | 9 | ▼ 31% |
| Mistral AI | Models | 18 | ▼ 33% |
| Hugging Face | Infra | 21 | ▼ 36% |
| Supabase | Infra | 8 | ▼ 43% |
| OpenAI | Models | 250 | ▼ 45% |
| Databricks | Data | 6 | ▼ 45% |
| Groq | Chips | 1 | ▼ 67% |
| Glean | AI apps | 0 | ▼ 100% |
05 · Public benchmarks for this space
Medians across 9 public comps (SNOW, DDOG, NET, MDB, PLTR, TWLO, CFLT, GTLB, U) from SEC filings. The bar your portfolio companies will be measured against at scale.
Methodology & limitations
Form D filings disclose amounts sold and offered, investor counts and industry group. They do not disclose valuation, revenue or round type, and some companies never file. Industry matching uses Form D industry groups, which are broad; review each filing via its link. Pooled funds, SPVs and non-US issuers are excluded. Headlines are the sources’ own. Sources: SEC EDGAR Form D (Regulation D offerings) · SEC EDGAR XBRL company facts · Hacker News (Algolia API) · TechCrunch, Rest of World, TechCabal, Sifted, KrASIA RSS.