Stord#68
About
Stord runs a cloud supply chain that pairs a nationwide fulfillment and warehousing network with order, inventory and transportation software, letting e-commerce brands deliver an Amazon-like experience while keeping their own customer relationships.
From X
Ten years ago I started Stord because nobody had built the infrastructure for what happens after a consumer clicks buy. Today we raised $250M at a $3 billion valuation. Commerce now has the physical intelligence layer that merchants deserve. Full piece: https://t.co/DhDur7veoh
3 billion vs $2.92 trillion. ~1,000x different in valuation. This week TechCrunch and many others called Stord an "Amazon competitor." Here's what most people get wrong about that 🧵 https://t.co/i9JTtzYoSo
Stord Raises a $250 Million Series F at a $3 Billion Valuation Eight years ago, I met a 20-year-old Georgia Tech dropout in Atlanta who told me he was going to build an Amazon Prime-like fulfillment network for every brand. It was ambitious yet easy to understand. I led the seed round and have served as a board observer ever since. Today, Stord announced a $250 million Series F at a $3 billion valuation, doubling the company’s valuation in just twelve months. Sean Henry and Jacob Boudreau have built a great business. However it wasn't easy. We navigated two significant supply chain disruptions in covid and tariffs. But the north star has stayed the same: allow every brand to deliver the kind of consumer experience that used to require Amazon-scale infrastructure. In a world of AI, where software becomes increasingly easy to build, businesses like Stord that deeply integrate bits and atoms are more defensible than ever. Today, Stord delivers packages to 20% of US addresses, powered by a network of physical assets tied together with powerful custom-built software. If you step into a Stord 1P warehouse, as I did last week, the operational complexity will amaze you. That’s both the challenge and the moat. Along the way, we introduced Sean to our friends at Kleiner Perkins, Founders Fund and Bond Capital, who joined us for the journey. It’s been a career highlight for me to work with this team and I’m excited to see what we can accomplish in the next eight years and beyond.
From day one, Stord was built on a single bet: the most durable advantages in commerce would be built at the intersection of software intelligence and physical operations. Today, we announce $250M at $3B to to advance the physical intelligence layer for independent commerce. https://t.co/RjyVmCoDAh
Excited to share our acquisition of Shipwire! Incredibly proud to welcome the stellar Shipwire team, technology, and network into Stord. Expect to see a lot of big announcements from Stord in the remaining 360 days of the year :)
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Will Stord IPO before the end of 2028?
