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The Venture Codex

Companyon Ventures

184 High St Ste 501, Boston, Massachusetts, 02110, United States

Overview

Companyon Ventures invests in category-leading seed-funded B2B software startups that have found product-market fit and are ready to scale. The firm guides companies down a path to an outsized Series A and their first $10M in annual revenue through an immersive expansion program resulting in repeatable and scalable go-to-market execution. Companyon’s expansion program employs playbooks and tools ​used by top-performing startups executed by a curated team of B2B SaaS practitioners who work for CEOs to deliver output and outcomes. Criteria: B2B Software Startups with $1M - $3M ARR.

Total investments
30
Lead investments
14
Investments · 12mo
3
Active investors
9

Sector focus

  • Financial Services
  • SaaS
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Investment portfolio

  • Sent

    Led · Series A · Jul 2026

    Sent provides a single API that intelligently routes messages to the channel most likely to deliver—SMS, WhatsApp or RCS—based on real-time AI models that determine availability and optimal channel. The platform reaches more than 1 billion unique phone numbers through direct relationships with 75+ carriers and is used by over 20,000 developers and product teams. Sent reports 99.9% uptime, routing decisions made in real time with end-to-end delivery typically under 200ms, and customers cutting messaging costs 70–80% versus SMS-only approaches. The company recently became a licensed telecom carrier in the United States and is SOC 2 Type 2 compliant. Sent positions itself as infrastructure for an agentic messaging era as AI agents increasingly initiate business-to-consumer conversations and lists customers who have migrated from incumbents like Twilio to its platform.

  • Watt

    Participated · Seed · May 2026

    Watt is developing signal infrastructure aimed at powering AI agents by making behavioral and relationship data accessible in plain language. Its graph reportedly contains 120,000 behavioral signals across 15 trillion relationships, covering 250 million identities and 60 million businesses. The company says this data surface lets a single Signal Engineer accomplish work that previously required a 200-person data team. Watt's three founders met through The Lighthouse and continue to operate from its offices, with ties to the Nashville community. The startup recently raised a $4.3M pre-seed to advance its product and scale operations. Leadership frames the effort as the start of a long-term plan to put valuable signals into the hands of builders and to grow into a large company.

  • Posh

    Participated · Series B · Mar 2026

    Posh offers a social-first ticketing ecosystem designed to help organizers build communities around their events, integrating SMS marketing, affiliate tools, and a white-label checkout experience. The platform targets nightlife and underground music organizers and has processed millions in ticket sales while experiencing rapid growth in those scenes. Founded in 2019 and led by co-founders Avante Price and Eli Taylor, Posh emphasizes tools that turn attendees into promoters. The company plans to use recent funding to accelerate product development, expand marketing and sales, and scale infrastructure for larger festivals and global organizers. No revenue figures or valuations were disclosed in the article.

  • North.Cloud

    Led · Series A · Jun 2025

    North.Cloud offers an AI-driven platform (North 2.0) that merges FinOps, GreenOps, and AI to simplify and automate cost, carbon, and resource management across AWS and GCP. The product suite includes Arctic for real-time commitment automation, Coststreams for tag-free cost allocation, Agent North as an AI FinOps copilot, and GreenOps impact visualizations. Since its platform launch in late 2023, North.Cloud reports growing to $0–$6M ARR within 14 months and ranking in the top 1% of AWS savers globally. The company highlights outcomes such as up to 50% savings on AWS compute spend, onboarding customers in under five minutes, and surfacing first savings within 30 minutes. North.Cloud already supports customers including Brave and Stayntouch and serves verticals like content platforms, healthcare, fintech, and e-commerce. The company says it will use the new funding to deepen its product development and accelerate deployment of automation and sustainability-focused features.

  • Moddule

    Participated · Seed · May 2025

    Moddule offers supply-chain software that sits on top of any logistics management stack, integrating transportation, freight, warehouse, and e-commerce systems so providers and their customers can track shipments, manage orders, and view global inventory in one place. The Seattle-based startup’s carrier-agnostic approach eliminates data silos and costly inefficiencies for logistics service providers of all sizes. Since September 2024, Moddule’s revenue has expanded 6×, and customers often see contract values rise up to 11× within three to six months of adoption—metrics that highlight strong product-market fit. The founders—CEO Hans Elmegaard, Head of Customer Success Kasper Hansen, and Head of Sales Ben Jones—bring more than 50 years of combined logistics experience to the venture. With fresh capital, the company plans to streamline onboarding, deepen user customization, and embed AI-powered integrations while scaling its customer success and sales functions. These initiatives aim to broaden Moddule’s footprint and solidify its position in the $23 billion supply-chain management market.

Team