Strike Capital

[LV @LouisVanHove]

I’ve introduced many customers to Stord, and the feedback is always the same - exceptional experience, reliability, and speed

if you know @seanhenry, it makes perfect sense. He’s poured his heart and soul into building this business and the results show it. This is still just the beginning

[Strike Capital @StrikeCapital_]

.@GetSTORD is building the physical intelligence layer for commerce.

Since our first meeting in Atlanta, it became obvious who would be leading the charge at the frontier. Today, we are proud to lead their $250m Series F, and continue the relationship that began over 6 years ago.

Thankful that @seanhenry picked up our call, welcomed us with open arms, and let us be a part of his story. It's been a joy to watch him build.

[Sean Henry @seanhenry]

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

[Strike Capital @StrikeCapital_]

Generational team, generational company. Proud to back the rebuild of the American industrial base.

[Jai Malik @jaimalik]

I'm excited to announce that @AmcaInc has raised a $300M Series B at a >$1B valuation, led by @CaffeinatedCap with major support from @LightspeedVP, @a16z, @Lux_Capital, and others.

We're on a mission to reconstitute a supply chain that has too often put profit over country.

[Pulumi @PulumiCorp]

Infrastructure is entering its agentic era.

Agents are moving from writing code to operating infrastructure directly, with previews, policy checks, audit trails, and human-review built into the workflow.

https://t.co/NwOg9godnc

[Strike Capital @StrikeCapital_]

We are proud to back @startupjag and the whole @rhodaai team. In a market where a lot of attention goes to flashy demos, this team has been focused on something much harder: building robots that can hold up in real operating environments.

[Jagdeep Singh @startupjag]

After operating in stealth for the last 18 months @rhodaai , we’re excited today to finally show the world what we’ve been working on. We believe we’re on a path to physical AGI with the launch of our brand new foundation model, the Direct Video Action (DVA) model.

[Strike Capital @StrikeCapital_]

Excited to be part of the @getserval journey as they announce a new round led by @sequoia.

Serval is quickly becoming core infrastructure for AI adoption inside the enterprise, giving teams a clean and reliable way to turn messy workflows into real automations with transparency and control.

The team moves fast, listens hard to users, and is building the automation layer every IT org has been missing.

Big congrats to @jakeserval , @alexbard and the whole Serval team. Early days. 🚀

[Jake Stauch @jakeserval]

IT has a new anthem.

[Strike Capital @StrikeCapital_]

Proud to join @Redpoint , @generalcatalyst , @firstround , @BoxGroup ,@BessemerVP , and others in Serval’s Series A.

We’ve partnered with @jakeserval , Alex McLeod, and the Serval team as they rebuild IT service management from scratch - AI-first, code-generated, and built for the pace of modern enterprise.

Read more: https://t.co/kLLPUkLyAg

[Strike Capital @StrikeCapital_]

@MarcusMilione Check your DM, let’s run it.

[Sean Henry @seanhenry]

Tariffs and the ending of de minimis has created massive confusion and stress for customers and e-commerce brands alike.

With only 23 days left before imports under $800 get taxed normally, we have seen many brands scrambling to figure out their next move. Thanks to @johncoogan and @jordihays for having me on to discuss this huge exemption removal and the impact on global logistics for brands and consumers.

If your brand is impacted by the impending de minimis exemption removal or know a brand that is, reach out and our team will fly you to one of our facilities and get your product shipping in days.

[Strike Capital @StrikeCapital_]

We’re thrilled to continue our partnership with Oxide Computer Company as part of their $100M Series B!

A couple of years ago, we had the opportunity to support @sdtuck and @bcantrill at the Series A. At the time, we backed their bold vision to bring hyperscaler-like infrastructure to on-premises computing, and the team has more than delivered on that promise.

Over the last few years, Oxide has built a rack-scale computer that provides enterprise customers with a modern system, bringing programmable cloud infrastructure to the on-prem market. In a space dominated by legacy incumbents, Oxide offers something entirely new: a credible choice beyond the public cloud.

The team is seeing immense demand from customers looking for cloud-like usability, on-prem economics, and unmatched latency and efficiency. We couldn’t be more excited to double down on Oxide and look forward to what comes next.

[Oxide Computer Company @oxidecomputer]

��We raised $100M USD in our Series B financing. Thank you to USIT for leading this round, to our existing investors for their participation, and to our team, customers, and community for getting us to where we are today!

https://t.co/EJO0JkeJql

[Strike Capital @StrikeCapital_]

@seanhenry and the @GetSTORD team are in the early innings of building a generational business.

Couldn’t be more proud to be a part of their journey.

[Arfur Rock @ArfurRock]

Stord (@GetSTORD) — Prime-like commerce fulfillment for all brands.

Raised $80M at $1.5B, now seeing substantial demand to upsize by ~$50M.

2023: $156M
2024: $251M
2025: $330M at TS, $420M now, $525M 25E

Profitable since 24Q3.

Sean is a beast. One to watch.

[Ilya Fushman @ilyaf]

Excited to continue backing @seanhenry @jacobsboudreau and the team at @GetSTORD .

They’ve come a long way since we first invested at the Series A:
— Grew revenue over 200x and achieved profitability while maintaining growth
— Expanded the platform to a scale that can reach 99% of U.S. households in 2 days or less
— Shipped to 12% of U.S. households and powered 1% of Black Friday sales while saving customers $130M+ in parcel fees in 2024

Stord is building the infrastructure for modern commerce, combining fulfillment + software + data to help brands grow.
The team is just getting started. More on what’s next for them ⬇️

[Strike Capital @StrikeCapital_]

Strike Capital is thrilled to announce our lead investment in Stord's Series E round with @BaillieGifford, @kleinerperkins, @foundersfund, @SusaVentures, @newviewcap, @SozoVentures, @G2VPLLC

Read our full announcement here: https://t.co/ZBV6ej8lOv

@GetSTORD @seanhenry

[Strike Capital @StrikeCapital_]

We are incredibly proud to back @seanhenry and the whole @GetSTORD team!

[Sean Henry @seanhenry]

“As CEO and cofounder of Stord, he’s building the infrastructure—fulfillment, warehousing, and supply chain software—that empowers businesses to run and scale their own online operations. The company has ambitious goals in a chaotic time: to help brands compete with Amazon in a macroeconomic time characterized by moving-target-tariffs.” - Allie Garfinkle senior finance reporter for Fortune,

Stord is The Consumer Experience Company, and today we take another step towards leveling the playing field so all brands can provide an exemplary pre-purchase through post-delivery experience on every order, every time.

Because today, @GetSTORD has raised more than $200 million in equity and debt financing at a valuation of $1.5 billion.

Thank you to @FortuneMagazine and @agarfinks for covering this major event in our history. Read the full piece here https://t.co/KSSXz2Onga