· Investment Strategies · 5 sources
September 17–18 Investment News: Crusoe $3.9B, MIND $72M, Kastle $24M
Day index for September 17–18, 2026: Crusoe’s confirmed $3.9B Series F at $30.9B, MIND $72M DLP Series B, Comp AI $34M, Kastle $24M, Magentic $18M — plus Treble and Graph AI briefs.
By Venture Capital Tracker Editorial
September 17–18, 2026 tape: one company-confirmed neocloud mega-round, then a cluster of AI ops / security Series A–B closes. Deep dives link from the table below.
Primaries
| Date | Company | Amount | Stage | Lead / note | Memo |
|---|---|---|---|---|---|
| Sep 17 | Crusoe | $3.9B at $30.9B | Series F | Atreides + Mubadala + Valor. Founders Fund, Nvidia, Ribbit. Supersedes Sep 3 reported ~$3B / ~$30B. | Crusoe memo |
| Sep 17 | MIND | $72M | Series B | Crosspoint. $112M total. Ctech: ~$300M / ~$10M ARR (reported). | MIND memo |
| Sep 17 | Comp AI | $34M | Series A | Roo + Grand. >1,000 customers; 15× ARR growth claimed; no absolute ARR. | Comp AI memo |
| Sep 17 | Kastle | $24M | Series A | Insight. YC returning. >$1.8B–$2B txns claimed. | Kastle memo |
| Sep 17 | Magentic | $18M | Series A | Felicis; Sequoia returning. Global 500 procurement agents. | Magentic memo |
Briefs
| Date | Item | Note |
|---|---|---|
| Sep 17–18 | Treble $18M Series A-2 | Iceland voice/acoustics sim; Paladin led extension. Amazon/Logitech named as customers in secondary press. Lifetime figures mix currencies — treat carefully. Brief only. |
| Sep 10 | Graph AI $13.3M Series A | Insight led; Bessemer returning. Pharmacovigilance / patient-safety OS. Dated Sep 10 — brief only here. |
| Sep 17 | syte €9M Series A | amberra — below standalone bar; roundup only. |
How to read the Crusoe confirmation
September 3 Bloomberg/TechCrunch coverage was reported. September 17 is company-disclosed $3.9B / $30.9B with three named co-leads and $140B+ TCV / 6 GW contracted claims. Keep Jane Street’s ~$13B contract labeled Bloomberg-reported unless Crusoe restates it.
Fund pages used
Not linked as /fund/: Atreides, Mubadala Capital, Valor Equity, Crosspoint, Roo Capital, Grand Ventures, Felicis, Westly, Commerce Ventures, Fifth Wall, Paladin, amberra.
Related
Month hub: 2026 September VC News. Prior Crusoe tape: 2026 Crusoe 3b 30b Valuation Jane Street.
Sources
- Crusoe GlobeNewswire — Series F
- MIND / Kastle / Magentic PR Newswire; Comp AI press page
- TechCrunch Crusoe; TNW Comp AI / Magentic; Ctech MIND
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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.
