$12M · Infrastructure + Sent

What they're building

Sent is a single API that lets a company reach any user over SMS, WhatsApp, or RCS through one integration. Its platform automatically routes each message to the channel most likely to deliver — handling content formatting, carrier complexity, and compliance across 75+ carrier integrations. The bet: as AI agents start sending more messages than humans ('agentic messaging'), the legacy A2P messaging stack isn't built for it. Per Sent's own release, 'the global A2P messaging market is worth approximately $100 billion and dominated by legacy vendors like Twilio, Sinch and Infobip,' which it argues are 'unprepared for the wave of agentic messaging.' Crucially, Sent became an FCC-licensed telecom carrier, moving from a software layer on top of carriers to owning the infrastructure — which its investors call real distance from the incumbents.

Why this matters

Companyon has led every round in Sent's history and is 'tripling down,' with Bessemer and UIF following on — a strong repeat-investor conviction signal at Series A. The FCC carrier license is the differentiator: most 'better Twilio' pitches never get regulatory standing. The idea came to CEO Daniel Vataj in 2023 when his bank's SMS authentication code failed while he traveled abroad.