For venture capital

Evaluate private-company momentum in a comparable market frame.

SoftwareIQ connects private-company context, daily hiring demand, and developer activity, then uses standardized public-company fundamentals where they provide a useful operating benchmark.

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Developer Signals · AI coding agents

Is product attention shifting within a defined competitive cohort?

Measure the underlying run rate—not a registry artifact.

The selected package cohort compares Claude Code, Codex, and Gemini CLI using an eight-week trailing measure. Two isolated OpenAI registry observations are replaced through disclosed linear interpolation before the run rate and cohort share are calculated.

The adjustment prevents a short-lived collection spike from dominating the apparent category trend while preserving the raw observations and estimated values in provenance.

Research outputComparable category maps and product-momentum diligence.

Normalized eight-week run rate

Selected AI coding npm cohort

Eight-week npm activity for Claude Code, Codex, and Gemini CLI.

Aug 24Claude Code 48.3%Codex 50.1%Gemini CLI 1.6%

Job Postings · Private AI leaders

Which companies are adding capacity fastest, and where?

Separate hiring velocity from go-to-market posture.

The comparison tracks active postings across Anthropic, Anysphere, Cognition, Perplexity, Sierra, and ElevenLabs from their first available May snapshot through August 31, then separates the latest functional mix.

Total growth identifies rapid organizational expansion; GTM mix distinguishes companies building commercial and customer capacity from those concentrating hiring in product, engineering, or central functions.

Research outputHiring-plan diligence, GTM maturity assessment, and portfolio monitoring.

First available May snapshot to August 31, 2026

Hiring velocity and latest functional mix

ElevenLabs144 → 248 active

+72%

Perplexity55 → 94 active

+71%

Sierra124 → 200 active

+61%

Cognition AI59 → 89 active

+51%

Anysphere82 → 121 active

+48%

Anthropic414 → 568 active

+37%

Operating KPIs · Public software benchmarks

What do retention and acquisition efficiency look like at scale?

Frame private-company milestones with public unit economics.

Latest disclosed NRR is paired with SoftwareIQ's standardized calculated payback period for JFrog, Snowflake, MongoDB, Datadog, Cloudflare, and GitLab. Company reporting dates remain visible.

NRR provides a view of retained expansion while payback frames the cost of acquiring growth. The cohort establishes an operating reference, not a claim that private AI companies are directly equivalent to public software issuers.

Research outputMilestone framing, operating expectations, and board-level benchmarking.

Selected scaled public software companies

Retention and acquisition-efficiency benchmarks

SnowflakeReported 4/30/26

126%

JFrogReported 6/30/26

121%

MongoDBReported 4/30/26

121%

DatadogReported 6/30/26

120%

CloudflareReported 6/30/26

120%

GitlabReported 4/30/26

117%

Read together

Diligence improves when product attention, organizational investment, and unit economics are read together.

Normalized developer activity establishes category momentum, hiring change reveals how companies are converting that opportunity into capacity, and public NRR and payback provide a disciplined frame for the economics expected at scale.

Connected datasets

One company and product taxonomy. Distinct evidence.

Each measure retains its own cadence, definition, and evidentiary weight while resolving to consistent company and product identities.

Private-company context

Category, company, funding, valuation, and dated operating observations where available; reported and derived ARR observations remain distinct.

Job Postings

Direct-source functional, sales, geographic, and company-specific investment demand captured daily.

Developer Signals

Product-level activity organized into disclosed comparable cohorts.

Operating KPIs

Standardized public-company benchmarks with source and period context preserved.

Continue the research

Research the company, category, and operating benchmark together.

Explore private-company coverage or inspect how the hiring, developer, and KPI observations are constructed.

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