Warp just pulled a power move, and it wasn’t subtle. $10 million in Series A from Up.Partners and Blue Bear Capital. The kind of raise that says, “We’re not playing in the middle mile, we own it.”
Daniel Sokolovsky and Troy Lester didn’t just walk into logistics with a pitch deck and a prayer. They’ve been deep in the grind for years. Daniel grew up in the family courier business before breaking the model with AxleHire. Troy built Covet Shipping and then teamed up with Daniel at AxleHire to push the sustainability angle before it was cool. These aren’t founders playing dress-up in logistics, they’re fluent in the freight dialect, and Warp is their manifesto.
Warp isn’t chasing the Amazon tailpipe, they’re out to rewire the guts of the U.S. supply chain, starting where things actually break: the middle mile. That quiet, chaotic space between the warehouse and the last mile drop? Warp stepped in, set up 50+ Warp Stations across the U.S., plugged in AI, robotics, and 10,000+ carrier vehicles, and started processing like a neural network on Red Bull. They’re not routing freight, they’re orchestrating it.
Real-time tracking down to the pallet, dynamic load matching, TMS, WMS, DirecTrack, integrations with project44, Vision Pro-powered interfaces, it’s less of a freight company and more like if NASA got bored and started optimizing LTL.
The numbers don’t whisper, they slap. 41.91% revenue growth in 2024, 377 new clients, partnerships with Walmart, Gopuff, HelloFresh, and they’re closing in on $32.5M in projected revenue. That’s not traction, it’s combustion. And with a robotic cross-dock about to come online, they’re not just scaling, they’re compounding.
What’s wild is how lean they’re running. This isn’t a headcount land grab. Warp’s scaling with code, cameras, and constraint-breaking logic. Automation, AI agents, machine-coordinated freight, they’re building a supply chain that runs like a serverless backend.
Want the kicker? They’re defining freight by price and speed preference, not mode. That old binary of FTL vs LTL? Warp buried it somewhere outside of Bakersfield. Freight’s just freight now, and Warp’s building the layer to make it move like bandwidth.
So let’s give credit where it’s due. Daniel Sokolovsky and Troy Lester are turning a logistics problem into a tech platform. Ally Warson (Up.Partners), Vaughn Blake (Blue Bear Capital), and Tim Smith (Bee Partners) saw it early. Dennis Mullahy brought the supply chain playbook. Now the rest of the ecosystem’s catching up.
If you’re in retail, e-commerce, food & beverage, or moving product at scale, Warp isn’t just an option. It’s a warning: move smarter, or get left in the load board dust.
