📈 Weekly VC & Startup Market Update (Feb 14–20, 2026) Top Funding Moves from VCs & Accelerators (US, Asia, Europe)
| Startup Name | Sector | Round | Investors (Notable) | Valuation | Notes |
|---|---|---|---|---|---|
| Spinny | Mobility / Marketplace | ~$170M Growth | Fidelity Investments, Accel | ~$1.4B–$1.5B | Large growth round amid strong used‑car market traction; focus on improving fundamentals and profitability. (LinkedIn) |
| Portkey | AI / LLMOps | $15M Series A | Elevation Capital, Lightspeed | N/A | AI infrastructure for production LLM management; signals early enterprise demand for governance, cost & reliability tooling. (The Economic Times) |
| Stable Money | Fintech / WealthTech | $25M Pre‑Series C | Peak XV Partners, Z47, RTP Global, Lightspeed | N/A | Asia’s fintech sees tailwinds as investors double down on regulated investment platforms. (Techloy) |
| FYLD | AI / Applied ML | £32M Series B | Energy Impact Partners, Partech | N/A | European AI focusing on video & enterprise compliance; growth capital to fuel US expansion. (Startupmag) |
| Stacks | AI / Fintech | £17M Series A | Lightspeed | N/A | Blends accounting automation with AI, aligning with enterprise finance automation trends. (Startupmag) |
Trend Commentary & Actionable Insights
🔍 Sector Momentum
- AI Infrastructure & Operations: Portkey’s $15M Series A led by Lightspeed and Elevation Capital highlights increasing capital allocated toward AI governance, reliability, and LLMOps tooling, a space shifting beyond pure model development to enterprise‑ready solutions. (The Economic Times)
- Fintech & Wealth Platforms: With Asia’s Stable Money raising $25M (including participation from Lightspeed), fintech remains a strong thematic, especially regulated wealth and digital investment platforms. (Techloy)
- Mobility & Marketplace Growth: Spinny’s ~$170M raise led by Accel and Fidelity at ~1.4–1.5B valuation signals investor confidence in scaled marketplaces with path to profitability. (LinkedIn)
- European AI & Enterprise Software: Rounds like FYLD and Stacks illustrate cross‑Atlantic activity with strong emphasis on enterprise AI applications and automation integration. (Startupmag)
📊 VC & Accelerator Themes
- Lightspeed Venture Partners continues active participation both directly and via portfolio follow‑ons, reinforcing its role across AI, fintech, and enterprise software. (Wikipedia)
- Peak XV / India‑focused funds are structuring larger vehicles (though outside direct startup news this week), hinting at sustained regional investment velocity in deeptech & AI (recent fundraising news noted broader Peak XV fund expansion). (TechCrunch)
Market Potential & Risks
Market Potential
- AI Ops & Enterprise Tools: Deepening enterprise adoption of generative AI raises the total addressable market for operational tooling solutions (security, compliance, observability).
- Fintech in Asia: Regulatory clarity and digital transformation in wealth management and digital finance unlock strong near‑term growth.
- Marketplace Efficiency & Sustainability: Circular economy marketplaces like Spinny can benefit from operational leverage and unit economics improvements.
Risks & Considerations
- Valuation Pressure: Larger rounds (e.g., Spinny) may face heightened scrutiny on growth vs. profitability given macro tightening.
- Enterprise AI Adoption Lag: AI Ops tools must convert pilot usage into enterprise contracts; slower adoption risk persists if ROI isn’t demonstrable.
- Regional Funding Variability: While Asia & Europe show promising rounds, scale still lags US, warranting diversified risk exposure.
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