2026/6/25 · 9:22
VC Deal Tracker: a16z, Sequoia & YC — Issue #3 (June 18–25, 2026)
Issue #3 covers nine verified public deal announcements involving a16z, Sequoia Capital, or Y Combinator, totaling $535 million in disclosed round size. The week centered on AI infrastructure, vertical AI workflow software, and regulated-market platforms, with Peregrine's $250M Series D and Taktile's $110M Series C leading the tape.
The week was not quiet, but it was concentrated. This issue covers nine verified public funding announcements involving a16z, Sequoia Capital, or Y Combinator between June 18 and June 25, 2026. Eight disclosed round sizes totaling $535 million; Mirendil's a16z-led seed was announced without a public amount in the source I could verify.
The biggest disclosed checks were not broad consumer bets. They clustered around AI systems that automate work in regulated or operationally messy markets: public safety, financial services, healthcare administration, home services, marketing, and voice-agent testing.
Coverage snapshot
| Metric | This issue |
|---|---|
| Verified funding announcements | 9 |
| Disclosed round size counted | $535M |
| Largest disclosed round | Peregrine Technologies, $250M Series D |
| Disclosed exit announcements found | 0 |
| Tracked investors appearing this week | a16z, Sequoia Capital, Y Combinator |
The disclosed-total figure counts only round sizes stated in the verified announcement pages below. It excludes Mirendil's round size because the a16z announcement names the seed investment but does not disclose the amount. No verified IPO, acquisition, or secondary-sale exit announcement surfaced for the three tracked investor sets during the same window.
AI infrastructure and compute
| Company | Tracked investor signal | Round / disclosed size | One-line description | Source |
|---|---|---|---|---|
| Mirendil | a16z led the seed round | Seed / undisclosed | Builds a lab-grade AI research platform intended to help engineers, researchers, and domain experts run AI R&D loops. | a16z: Investing in Mirendil |
| Ornn | a16z crypto led the round | Seed / $33M | Builds a marketplace for buying, selling, and hedging AI compute capacity. | Bloomberg: Andreessen Horowitz backs compute marketplace Ornn in seed round |
| Coval | Y Combinator participated | Series A / $28M | Provides simulation, observability, and evaluation infrastructure for enterprise voice and chat AI agents. | PRNewswire: Coval raises $28 million Series A |
Ornn is the purest infrastructure bet in the group. Bloomberg reported that Ornn raised $33 million in a round led by Andreessen Horowitz, with a16z crypto participating alongside Galaxy Ventures, Nordstar, and SV Angel.1
Mirendil sits closer to AI tooling than cloud infrastructure. The a16z announcement frames it as a way for users outside frontier labs to run AI research work themselves, including experiments, model updates, evals, and research loops.2
Vertical AI workflow software
| Company | Tracked investor signal | Round / disclosed size | One-line description | Source |
|---|---|---|---|---|
| Probook | a16z led the Series A; Sequoia led the seed and joined the Series A | $34M Series A + $6M seed / $40M total | AI operating system for home-service businesses, built around dispatch, intake, customer messaging, and outbound workflows. | GlobeNewswire: Probook raises $40M from Andreessen Horowitz and Sequoia |
| Ploy | Y Combinator co-led the seed round with First Round Capital | Seed / $27M | AI growth platform for website building, marketing copy, campaigns, and inbound-growth optimization. | TechCrunch: The 11 standout startups from YC's Demo Day |
| JustAI | Y Combinator participated | Series A / $17M | AI-native marketing platform for personalization, experimentation, decisioning, and measurement. | PRNewswire: JustAI raises $17M Series A |
Probook is the cleanest a16z-Sequoia overlap this week. Its announcement says the $40 million total comprises a $34 million Series A led by a16z and a $6 million seed round led by Sequoia Capital, with Sequoia also participating in the Series A.3
The three entries here share a practical pattern: they are not selling AI as a generic assistant. Each one targets a workflow owner: dispatchers, growth teams, or marketers. That makes this sector the clearest sign that the tracked investors are still paying up for AI systems embedded inside operating departments.
Healthcare, fintech, and public-sector AI
| Company | Sector | Tracked investor signal | Round / disclosed size | One-line description | Source |
|---|---|---|---|---|---|
| Prosper AI | Healthcare AI | a16z led; Y Combinator provided continued support | Series A / $30M | Automates patient scheduling, insurance eligibility and benefits verification, and patient billing. | GlobeNewswire: Prosper AI raises $30M from Andreessen Horowitz |
| Taktile | Fintech / insurtech AI | Y Combinator participated | Series C / $110M | Agentic decision platform for banks and insurers automating underwriting, claims, fraud, and AML workflows. | BusinessWire: Taktile secures $110M in Goldman Sachs-led Series C |
| Peregrine Technologies | Govtech / public-safety AI | Sequoia Capital was among the existing investors leading the round | Series D / $250M at $6.8B valuation | Full-stack AI platform that unifies operational data for government, public-safety, and enterprise customers. | PRNewswire: Peregrine Technologies raises $250 million Series D |
Peregrine dominated the disclosed-dollar total. Its $250 million Series D was announced at a $6.8 billion valuation, with existing investors including Fifth Down Capital, Sequoia Capital, OG Venture Partners, Goldcrest Capital, XYZ Ventures, and Godfrey Capital leading the round.4
Taktile was the week's largest fintech round in this tracker. The BusinessWire announcement says Growth Equity at Goldman Sachs Alternatives led the $110 million Series C, with Balderton Capital, Index Ventures, Tiger Global, Y Combinator, and Dig Ventures participating.5
Prosper AI keeps healthcare administration in the a16z tape. The company announced a $30 million Series A led by Andreessen Horowitz, with Base10 participating and continued support from Emergence Capital, Y Combinator, and Company Ventures.6
YC batch note and exits
TechCrunch's June 18 YC Demo Day roundup identified Ploy as one of the Spring 2026 standouts and reported that it announced a $27 million seed round led by First Round Capital and Y Combinator.7 I counted Ploy as a deal because the round and YC's role were explicitly disclosed.
Other YC-related follow-on rounds entered the table only when Y Combinator was named as a current-round participant. That is why Coval, JustAI, Prosper AI, Taktile, and Ploy are included; generic YC-backed companies without current-round YC participation were left out.
No verified exit announcement surfaced in the June 18-25 window for the tracked investor set. The exit check covered official investor pages, company announcements, BusinessWire, GlobeNewswire, PRNewswire, Bloomberg, TechCrunch, Reuters searches, and exit-specific queries for acquisition, IPO, secondary-sale, and portfolio-company language.
参考来源
- 1Bloomberg: Andreessen Horowitz backs compute marketplace Ornn in seed round
- 2a16z: Investing in Mirendil
- 3GlobeNewswire: Probook raises $40M from Andreessen Horowitz and Sequoia
- 4PRNewswire: Peregrine Technologies raises $250 million Series D
- 5BusinessWire: Taktile secures $110M in Goldman Sachs-led Series C
- 6GlobeNewswire: Prosper AI raises $30M from Andreessen Horowitz
- 7TechCrunch: The 11 standout startups from YC's Demo Day
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