Zapata Computing Holdings Inc. — Cyborg Score 6/10

Solid
Quantum Computing

Strategic Profile

Zapata's hardware-agnostic software platform and track record with Fortune 500 enterprises and DARPA's Quantum Benchmarking program position it strongly in quantum software. The company plans to pursue a return to a national exchange, such as Nasdaq, following recent strategic restructuring efforts to strengthen its balance sheet.

Cyborg Score Rationale

Zapata completed a $3 million convertible bridge financing in September 2025, converted over $10 million of debt to equity, and secured its extensive intellectual property portfolio of more than 50 patents. Phase Two restructuring in November 2025 raised $1.25 million at over 3x the effective price per share of prior fundraising and restructured $8.6 million of debt. Financial stability has improved, but scale and revenue visibility remain limited for OTC-traded quantum/AI software company.

Top Insights

  • Completed restructuring milestones in September 2025 with $3M financing, debt conversion, and IP portfolio securing
  • Phase Two restructuring completed in November 2025 raised additional capital and restructured $18.7M total debt
  • Expanded partnership with D-Wave Quantum in July 2024 to accelerate integrated quantum and generative AI solutions
  • Participant across all technical areas of DARPA's Quantum Benchmarking program

Named Competitors

  • Qiskit — Quantum computing framework and software platform
  • Cirq — Quantum computing software library
  • Leap — Quantum computing cloud service

Recent Developments

  • (July 2024) Expanded partnership with D-Wave Quantum for integrated quantum and generative AI solutions
  • (September 2025) Completed Phase One of strategic restructure with $3M financing and debt-to-equity conversion
  • (November 2025) Completed Phase Two restructure with $1.25M capital raise and additional $8.6M debt restructuring

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