· Investment Strategies · 6 sources · Updated · Verified
September 15–16 Investment News: Factory $5B, Profound $1.8B, Thatch $1B
September 15–16, 2026: Factory $200M at $5B, Profound $180M Series D at $1.8B, Thatch $108M Series C at $1B, AIUC $40M Series A, Evvy $40M Series B — plus BRKZ $31M mixed equity/debt brief.
By Venture Capital Tracker Editorial
Deep dives
| Company | Round | Amount / mark | Lead / anchors | Memo |
|---|---|---|---|---|
| Factory | Growth (unnamed) | $200M at $5B | Blackstone, Khosla, Sequoia, Insight — no named lead | Factory memo |
| Profound | Series D | $180M at $1.8B | Sequoia + Kleiner Perkins co-led | Profound memo |
| Thatch | Series C | $108M at $1B | Index, a16z, GC, Scale | Thatch memo |
| AIUC | Series A | $40M ($55M total) | Ribbit | AIUC memo |
| Evvy | Series B | $40M | Catalio ( | Evvy memo |
Briefs
BRKZ — $31M mixed ($13M equity + $18M debt)
Saudi building-materials procurement platform BRKZ announced $31 million on September 14, 2026: $13 million Series B equity co-led by Wa’ed Ventures and 500 Global (BECO / Anb Seed Fund participating) plus $18 million growth debt from Stride under an existing $30 million facility. Company claims include 250% prior-year revenue growth and $133 million materials sold. Do not headline $31M as pure equity (GlobeNewswire).
What we skipped (already owned / not closed / thin)
- Exein $270M @ $1.7B, EUCLYD >€200M, Open Cosmos €300M, Nuance Labs $50M, Flam $40M, AlphaPai $50M — covered on a separate September 14–15 tape; not re-slugged here.
- Temporal / Cornelis / OpenAI Glass — separate September backfill tape; not duplicated.
- Mecka AI ~$500M Sequoia — talks, not closed.
- UniPat ~$300M / $2.5B — talks, not closed.
- RobotPlusPlus Series C — amount undisclosed (“tens of millions”); below standalone bar.
How to read the day
Three unicorn-or-above marks on one day does not mean one theme. Factory is enterprise coding agents, Profound is AI-search marketing, Thatch is ICHRA benefits — different buyers, different diligence. AIUC is the assurance layer sitting next to the agent stack; Evvy is diagnostics data, not an AI wrapper.
Month hub: September 2026 VC News.
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Editorial note: AI tools assisted with research, structure, or drafting. Venture Capital Tracker retains human editorial responsibility for factual accuracy, relevance, and source quality before publication.
