Stord has closed a $250 million Series F at a $3 billion valuation and rolled out Stord Labs, a new robotics and AI initiative.

Investors participating in the round included Strike Capital, Kleiner Perkins, Founders Fund, Franklin Templeton, Baillie Gifford, G Squared, Bond, and Lux, among others. The company said in a press release that the financing serves as fuel for expanding what it calls a "physical intelligence layer" that ties together fulfillment operations, software, and data for independent merchants.

Stord's founder and CEO, Sean Henry, said the company aims to help brands match the delivery experience consumers associate with Amazon Prime.

"Stord exists to level that playing field," Henry said in the announcement. "We give independent brands the complete commerce stack: the fulfillment network, software, and AI, to deliver a consumer experience that surpasses Prime. Our vertical integration and scaled network create compounding advantages that deliver better, faster, cheaper outcomes with every order we touch. As AI and physical intelligence advance across our platform, that advantage for our customers is rapidly accelerating.” 

Stord Labs, based in Atlanta, tests agentic AI, robotics, and advanced automation.

Stord increased revenue nearly tenfold over the past four years. It pointed to 2023 as an inflection point that came roughly six months after the launch of ChatGPT.

The company's software business tripled in 2025 and is "expanding faster than the broader AI industry." In Q1 2026 new bookings more than doubled from the prior quarter, the company noted.

Stord is also accustomed to doing deals. So far, it has completed eight acquisitions and employs more than 4,000 employees.

Kleiner Perkins first backed Stord in 2019.

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