Capital Flows
6-month trend analysis of AI startup funding
Funding Trend
$31.1B
+11.8%
vs December 2025
Deals Trend
201
+4.7%
vs December 2025
GenAI Adoption
55%
+5.8%
vs December 2025
Funding & Deals Over Time
Pattern Distribution (Current)
Key Observations
Agentic Architectures Growing
66% of funded startups now use agentic patterns, up from 52% in Q3 2025.
Record Funding Month
January 2026 saw $31.07B in funding, highest in 6 months driven by mega-rounds.
Vertical Data Moats Emerging
Industry-specific data strategies becoming key differentiator for AI startups.
Avg Deal Size Stabilizing
After Q4 spike, average deal sizes returning to $150M-160M range.
Month-over-Month Comparison
| Period | Total Funding | Deals | GenAI % | Avg Deal |
|---|---|---|---|---|
| 2026-01 Current | $31.1B | 201 | 55% | $154.6M |
| 2025-12 | $27.8B | 192 | 52% | $144.8M |
| 2025-11 | $24.5B | 186 | 50% | $131.7M |
| 2025-10 | $19.8B | 172 | 48% | $115.1M |
| 2025-09 | $21.2B | 168 | 45% | $126.2M |
| 2025-08 | $18.5B | 156 | 42% | $118.6M |