- Stord raises $250 million from existing investors including Kleiner Perkins, Founders Fund and Strike Capital, valuing the company at $3 billion.
- The company aims to help independent brands compete with Amazon’s infrastructure and market dominance.
- Stord will launch a lab in Atlanta to develop agentic AI, robotics and further automation for their services.
US-based Stord has raised $250 million from Strike Capital, Kleiner Perkins, Founders Fund, Franklin Templeton, Ballie Gifford and others, to rival Amazon in online commerce by giving independent brands the ability to offer Prime-level service.
The round values Stord at $3 billion.
Founded in 2015, the commerce infrastructure platform is building a vertically integrated fulfillment network, software suite and AI layer designed to help independent B2B and direct-to-consumer brands deliver consumer experiences that surpass Prime. The company refers to this as the “physical intelligence layer”.
The funding comes amid a surge of AI adoption across physical logistics and e-commerce operations, with brands increasingly demanding technology that works as a competitive advantage rather than a cost centre.
The global e-commerce fulfillment services market was estimated at $123.68 billion in 2024 and is projected to reach $272.14 billion by 2030. However, the dominance of Amazon and the fragmentation of independent fulfillment infrastructure continues to hold back brands trying to compete on the quality of their direct consumer relationships.
Headquartered in Atlanta, Stord tackles this by combining a network spanning nearly 100 locations worldwide, a purpose-built software platform and AI trained on live fulfillment data. The company was founded by Sean Henry, who serves as CEO.
“For years, every independent brand has been left to figure out on their own how to compete against the consumer experience Amazon has spent decades and hundreds of billions building,” says Henry.
In addition to Amazon, the company counts ShipBob and Flexport as competitors.
Stord sees its key differentiator as vertical integration. Ownership of the fulfillment network, software, and data layer simultaneously, the company argues, compounding advantages are created that improve speed and cost with every order processed.
While these companies focus on discrete parts of the logistics stack, Stord aims to stand out by combining physical infrastructure, proprietary software and AI in a single platform that can be deployed immediately across its entire network.
According to Stord, its revenue has grown more than 10x within the last five years, with the company serving more than 1,000 customers. Its software business tripled in 2025, with software bookings more than doubling quarter over quarter in Q1 2026.
Henry says the mission has always been about levelling the playing field, ensuring brands of all sizes can deliver world-class consumer experiences at scale.
The fresh capital will be used to advance Stord’s physical intelligence capabilities, including through the launch of Stord Labs, a dedicated physical intelligence lab in Atlanta for developing and validating agentic AI, robotics and automation.
Stord is currently a team of more than 4,000 people and will continue to grow as the business needs. G Squared, Bond, and Lux also participated in the Series F round.
“We believe the rise of agentic purchasing will increasingly favor platforms where software and physical operations are deeply integrated. Stord is building that infrastructure. That is why Strike is proud to deepen our partnership in this round,” says John Lagomarsino, co-founder of Strike Capital.
Long term, Stord aims to become the definitive physical intelligence layer for independent online commerce.
Henry looks toward the future with optimism. “As AI and physical intelligence advance across our platform, that advantage for our customers is rapidly accelerating.”
