Radar

We invested in Radar at Series B because retail inventory is the largest unsolved operational problem in consumer. Retailers lose billions every year to shrink, stockouts, and bad placement data. Not because they don't care, but because the tools to see what's actually on a shelf didn't exist at scale.

Radar's team has built the sensing layer and the software on top of it. That's a hard combination, and the ones who get it right reshape the category they operate in. We saw that trajectory clearly enough to lead our share of the round.

What makes the opportunity specifically durable is the reference architecture. Radar isn't selling a feature that can be added to an existing POS. It's selling a net-new sensing capability that didn't exist in retail before. That means the competitive moat isn't API integration speed. It's hardware-software co-design, supply chain, and the unit economics of deploying physical sensors at retail scale. Those are slow-moving disciplines that compound over years.

The customer demand is already established. Enterprise retailers have signaled with budget that real-time shelf intelligence is the next category they're willing to buy. Radar is the team that delivered a working system first.

Radar is real-time retail inventory intelligence. A combined sensor-and-software system that gives retailers and brands a live view of what is actually on a shelf, in a store, at any moment. A view that was effectively impossible at scale before.

The company's technology replaces an operational process that has relied on periodic counts, reconciliation, and educated guessing. What it enables on the other side, tighter inventory, lower shrink, better category planning, is the kind of operational win that compounds quarter over quarter.

Radar's current deployments span national retailers and CPG brands that operate across them. The data the system produces is already reshaping how those operators think about category performance, promotional execution, and out-of-stock economics. For brands, the system answers questions about retail execution that were previously dependent on expensive, slow, manual audits. For retailers, it answers questions about shrink that were previously just written off.

Series B was the round where the commercial momentum was clear enough to size up. We expect to continue leaning in.