Observed Signal · May 1, 2026 · Market Signal · Source: Baillie Gifford · Impact: 2/5
Why value is shifting to private markets
Watch investment manager Robert Natzler give his perspective on why value creation is shifting towards growth-stage private companies, and his selective approach to AI investing, on BNN Bloomberg’s ‘The Close’.
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Connected Companies & Entities
1 Entity mappedRelated Market Signals & Shifts
Recent verified developments and strategic activity across this market segment.
TEKEVER raises $580M Series D at $6.4B valuation
TEKEVER, a Portuguese defense and aerospace company specializing in AI-powered autonomous drones, announced the first close of its $580 million Series D financing, valuing the company at $6.4 billion. Led by UC Investments and Baillie Gifford, with Merlyn Advisors as a new investor and continued support from Crescent Cove, Ventura Capital, and Iberis Capital, this round marks UC Investments' first direct investment in Europe. TEKEVER's valuation has nearly quintupled since May 2025, when it was $1.32 billion. Proceeds will support international expansion, industrial scaling, R&D, and acquisitions, including the recent purchase of Scottish startup Flowcopter. TEKEVER also holds a UK Ministry of Defence contract for the CORVUS program, worth up to £400 million over ten years.
Nex Raises Over $150M to Expand Nex Playground Worldwide
Nex, the company behind the Nex Playground interactive console, announced it has raised over $150 million in a combination of Series E equity and debt financing. The round was led by Baillie Gifford and BAI Capital, with participation from NBA Investments, Logitech, Medici Capital Partners, and the Raine Group, plus a credit facility from JPMorgan. The funds will support global expansion, broaden retail distribution, and grow the content ecosystem. Nex Playground has surpassed one million units sold and is approaching one million subscribers, a sevenfold growth in 18 months. The company plans to launch in Germany later this year, with Japan and Korea targeted for 2027. It also appointed Jeff Shouger, former Niantic CFO, as CFO, and added him and gaming veteran Bing Gordon to the board.
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