Private market news feed.

Lovable announced on 15 September 2026 that its app builder now works with Salesforce, so apps and agents built in Lovable run against Salesforce Headless 360 APIs and MCP servers and ship into Slack and as installable agents, with record-level permissions preserved and data staying in Salesforce. The post quotes Tyler Carlson, Salesforce SVP and Head of Product for AgentExchange & Ecosystem, and says the capability is available today; Lovable cites more than 70 million projects created since November 2024. CEO Anton Osika presented at Salesforce's Dreamforce 2026 the next day, where TNW reported Lovable at $200M ARR with employees at nearly two-thirds of the Fortune 500 building on it. The tie-up plugs Lovable into a large enterprise install base and its partner marketplace.

Source: Lovable blog

On September 16, 2026 HubSpot and OpenAI expanded their partnership. Businesses can now build, manage and measure ChatGPT Ads campaigns inside HubSpot, and HubSpot's ChatGPT connector gets new features; HubSpot says the connector's weekly active users are up 250%. They also launched an AI Growth Bundle: up to 65% off HubSpot Starter, buy-one-get-one ChatGPT Business seats for a year, and a $750 ChatGPT Ads spend match for accounts opened by Sep 30. OpenAI named HubSpot its first CRM ads partner and Shopify its first e-commerce ads partner. The deals give OpenAI's new ads business ready-made channels to SMB advertisers.

Source: Business Wire (via Morningstar)

On Sept 16, 2026 Cohere and Germany's Aleph Alpha signed a definitive business combination agreement, following the planned combination announced in April; the company will operate as Cohere, be dual-headquartered in Berlin and Toronto, keep Heidelberg as a research centre and exceed 1,000 employees. Aleph Alpha co-CEO Ilhan Scheer will become COO and co-founder Samuel Weinbach chief research officer on close, which is subject to regulatory approval and expected later in 2026; BetaKit notes the FT reported in April a combined value of about $20B and a Schwarz Group pledge of EUR 500M toward a Series E. Signing turns Cohere's largest deal from intent into binding terms and deepens its European sovereign-AI footprint while it pursues a $2-3B raise.

Source: PR Newswire (Cohere / Aleph Alpha)

On Sept. 16, 2026, Novo Nordisk and Anthropic expanded an existing relationship into a drug-discovery collaboration. The two will work on R&D problems picked by Novo's scientists and computational teams and build tools for 'biological reasoning', starting with a trial of Claude Science on specific R&D workflows. It gives Anthropic a top-10 global pharma reference customer for its life-sciences push weeks before its planned IPO.

Source: Reuters

The Information reported on September 14, 2026 that Shield AI is in talks for new funding at a valuation of at least $20 billion, roughly 57% above the $12.7 billion mark set by its $2 billion Series G that closed in March 2026. The report restates Shield AI's guidance of more than 80% revenue growth this year to at least $540 million, and notes its June $16 million V-BAT contract with the Polish navy. A $20B mark would reset secondary pricing benchmarks for the JPMorgan-backed defense startup.

Source: The Information

On 2026-09-14 Anthropic launched Claude for Financial Advisors, a suite of MCP connectors, advisor skills and agents that plugs Claude into tools from Charles Schwab, BlackRock, Vanguard, iCapital, Addepar, Envestnet, Orion, SS&C Black Diamond, Wealthbox, Wealth.com and Zocks. Schwab Advisor Services is the only RIA custodian integrated at launch, and Orion said it is a launch partner connecting Claude to Orion Connect and Redtail CRM. The launch opens a wealth-management distribution channel for Anthropic weeks before its planned IPO, a week after OpenAI's own financial-services push.

Source: AdvisorHub (Bloomberg News)

AlphaSense announced on 15 September 2026 a Clinical Trial and Drug Data offering for its Life Sciences platform, connecting companies, drugs, indications, trials, targets and mode of action into a single knowledge graph for AI-powered workflow execution. The release went out through GlobeNewswire and the company's own press page the same morning; no pricing, customer count or revenue contribution was disclosed. It deepens AlphaSense's second vertical beyond financial-market research, supporting its ARR growth story.

Source: AlphaSense

Anthropic announced on 15 September 2026 the beta release of Salesforce in Claude, a plugin built with Salesforce that pulls a seller's accounts, opportunities and pipeline into Claude under existing Salesforce permissions, with 37 skills covering account research, call prep, pipeline review and CRM updates. It is available in beta on all paid Claude plans, installed through Salesforce's AgentExchange, and was showcased during Salesforce's Dreamforce week. It is the first shipped product from the Claudeforce partnership Salesforce and Anthropic announced in August 2026, giving Claude a route into one of the largest enterprise software installed bases.

Source: Anthropic (Claude blog)

Ramp announced on September 15, 2026 that it has officially launched in the UK, making its corporate finance platform available to UK-based businesses with local payments infrastructure and a growing London team. It is Ramp's first major move outside North America, following its July 2026 expansion into Canada; more than 70,000 companies including Shopify and Virgin Voyages use the platform. Bloomberg, PYMNTS and Tech.eu covered the launch the same day. First international expansion beyond North America opens a materially larger addressable market.

Source: PR Newswire (Ramp)

LeoLabs officials said on 15 September 2026 that the company is shifting from its services-focused model to offer its newest radar, the mobile Scout-S phased array, for direct sale to allied governments seeking sovereign military space capabilities, while still offering to operate systems on customers' behalf. LeoLabs also intends to deploy multiple Scout-S units to fill coverage gaps in its existing network of 12 larger radar sites. Selling hardware outright changes LeoLabs' revenue mix from subscription space-tracking services toward capital sales.

Source: Breaking Defense

Notion released version 3.7 on 15 September 2026, introducing agent skills: reusable instruction sets that encode how a team works and can be created in a Notion Agent chat, stored in a workspace-wide skills library and Notion databases, run with a slash command or automatically. The release also lets teams take their skills into Claude Code, Codex and Cursor. It extends Notion's AI agent platform from individual prompting to shared, versioned team assets, a central competitive lever in AI productivity software.

Source: Notion

Semafor reported on 15 September 2026 that the US Commerce Department ordered Kalshi to unpublish its AI-compute futures curve, a product aggregating markets on the cost of renting Nvidia chips, citing national security concerns. Commerce also pushed the CFTC to effectively freeze approval of new compute contracts for 60 days; Kalshi complied quietly while the underlying markets stayed open, and Kalshi declined to comment. Direct federal intervention against a launched product is a new political-risk channel for Kalshi's data and contract lines.

Source: Semafor