Top 5 Companies Likely to Transact (Feb 11, 2026)

Top 5 Companies Likely to Transact (Feb 11, 2026)

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal teams are forced to react after the market moves.

Investors, bankers, and service providers struggle to know which private companies are gearing up for a transaction or capital raise. Signals are scattered, opaque, and nearly impossible to track across thousands of PE- and VC-backed businesses.

Dakota centralizes those signals (holding periods, funding rounds, platform acquisition dates, ownership changes, and exit timing patterns) into one predictive transaction-readiness tool. Instead of waiting for headlines, users can see which companies are showing the strongest likelihood of pursuing a sale, recapitalization, or new financing before the market knows.

Below is today’s list of five PE- or VC-backed companies that, based on their hold period, financing stage, and last transaction date, appear to be credible candidates for a sale or next-round raise.

Nothing is guaranteed, but these companies fall squarely within the timing windows where sponsors typically look to generate liquidity or secure additional capital.

Sourced from Dakota Sponsor Backed Companies.

1. LlamaIndex AI

LlamaIndex AI specializes in developing agentic document workflows, enabling enterprises to extract, synthesize, and act upon information from complex documents using AI agents. Their flagship product, LlamaCloud, offers a secure and efficient platform for building knowledge assistants over unstructured data.

  • Sector: Information Technology
  • Industry: Software
  • Last known transaction date: Series A, $19M announced in March 2025; followed by a strategic investment from Databricks Ventures in May 2025
  • Major sponsors/backers: Led by Norwest Venture Partners with participation from Greylock Partners
  • Why timing suggests a near-term transaction: LlamaIndex AI’s $19M Series A announced in March 2025 places the company roughly 12–18 months removed from its most recent financing by mid to late 2026. At this stage, venture-backed AI infrastructure platforms often begin evaluating follow-on growth capital, strategic partnerships, or acquisition interest, as developer adoption scales and enterprise use cases become more clearly established.

View all private company data in Dakota Marketplace.

2. Intelliseq

Intelliseq is a bioinformatics and genomics software company founded in 2014 and headquartered in Poland, focused on improving the diagnosis of rare and complex genetic diseases. The company develops automated DNA analysis tools that help research institutions and clinical laboratories streamline genomic interpretation, reduce diagnostic timelines, and improve patient outcomes, particularly for historically underdiagnosed conditions.

  • Sector: Health Care
  • Industry: Life Sciences Tools & Services
  • Last known transaction date: Growth equity / venture round, €4M, announced March 2025
  • Major sponsors/backers: Led by Vinci S.A. (Vinci Fund)
  • Why timing suggests a near-term transaction: Intelliseq’s €4M growth investment announced in March 2025 positions the company approximately 12–18 months removed from its most recent financing by mid to late 2026. For a venture-backed genomics software platform with expanding international partnerships and increasing adoption across research and clinical settings, this period often coincides with evaluation of follow-on growth capital, strategic collaborations with diagnostics or life sciences platforms, or potential acquisition interest as commercialization and U.S. expansion efforts mature.

View all private company data in Dakota Marketplace.

3. AidKit

AidKit is a public benefit fintech and govtech platform that helps government agencies and nonprofit organizations administer aid and benefit programs more efficiently, transparently, and securely. The company’s cloud-based software enables agencies to design accessible, fraud-resistant cash assistance and benefits programs while reducing administrative burden and improving delivery speed.

  • Sector: Information Technology
  • Industry: Government Technology / Financial Software
  • Last known funding round: Series A, $8.5M, announced March 2025
  • Major sponsors/backers: Led by Blueprint Equity
  • Why timing suggests a near-term transaction: AidKit’s $8.5M Series A announced in March 2025 positions the company approximately 12–18 months removed from its most recent institutional financing by mid to late 2026. At this stage, venture-backed govtech and fintech platforms with demonstrated scale, AidKit has facilitated more than $270 million in aid delivery across 200+ government and nonprofit partners, often begin evaluating follow-on growth capital, strategic partnerships with public-sector technology providers, or acquisition interest as customer penetration deepens and program volumes continue to expand.

View all private company data in Dakota Marketplace.

4. ATLANT 3D

ATLANT 3D is an advanced manufacturing and materials technology company developing atomic-scale fabrication systems for next-generation electronics and devices. The company’s proprietary direct atomic layer processing (DALP®) technology enables precise, single-step manufacturing of complex micro- and nano-scale structures, with applications across semiconductors, photonics, quantum computing, sensors, and aerospace.

  • Sector: Industrials
  • Industry: Advanced Manufacturing / Semiconductor Equipment
  • Last known funding round: Series A+, $15M, announced March 2025
  • Major sponsors/backers: Led by West Hill Capital
  • Why timing suggests a near-term transaction: ATLANT 3D’s $15M Series A+ announced in March 2025 places the company approximately 12–18 months removed from its most recent institutional financing by mid to late 2026. For a venture-backed deep-tech manufacturing platform with increasing commercial demand and repeat backing from its lead investor, this period often brings evaluation of follow-on growth capital, strategic partnerships with semiconductor or advanced materials companies, or potential acquisition interest as the technology moves further toward scaled deployment and industrial adoption.

View all private company data in Dakota Marketplace.

5. Muffin Tech

Muffintech is a Berlin-based startup founded in 2021, specializing in conversational AI solutions tailored for the insurance industry. Their flagship product, muffinGPT, is an AI-powered assistant designed to enhance sales support, customer satisfaction, and employee efficiency by providing timely and accurate responses to insurance-related queries.

  • Sector: Information Technology
  • Industry: Software
  • Last known funding round: Seed, $3.67M, announced February 2025
  • Major sponsors/backers: Co-led by ff Venture Capital and Techstars
  • Why timing suggests a near-term transaction: Muffin Tech’s $3.67M seed round announced in February 2025 places the company approximately 12–18 months removed from its initial financing by mid to late 2026. At this stage, venture-backed technology platforms often begin exploring follow-on capital, strategic partnerships, or early acquisition interest, as product development milestones are met and early customer traction becomes clearer.

View all private company data in Dakota Marketplace.

Use Dakota’s Sponsor Backed Company Intelligence to Spot Likely Exits Before the Market Does

Dakota’s private company data gives you a real-time view into thousands of sponsor-backed companies, including platform acquisition dates, funding rounds, parent sponsors, add-on activity, and sector categorization.

Instead of guessing where companies are in their lifecycle, you can instantly identify which ones are approaching the typical timing windows for a sale or recap.

Fully integrated into Dakota Marketplace, this dataset enables deal sourcers, investor relations teams, and allocators to anticipate transactions, build targeted outreach lists, and stay ahead of market announcements, every single day.

To explore more companies likely to transact, book a demo of Dakota Marketplace!

Morgan Holycross, Marketing Manager

Written By: Morgan Holycross, Marketing Manager

Morgan Holycross is a Marketing Manager at Dakota.