Agree.com

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The platform's own early signals for this company — hard-to-fake, and where one preceded a real raise, the measured lead.

• investor_commentary 1 signal · latest 2026-06-13

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• bullish fact_claim Unattributed

  I've been in this industry for a long time like air house was arguably solving the same problem. Our like close rates are unbelievable and also the the other important thing I know we talked a lot about small business but our ability to go up market is unlike anything I've

• bullish assessment Unattributed

  I think that what gets everybody's attention is the robotics obviously and then that's kind of like uh hey, we're automating this and everybody's like, yeah, that makes sense. It's like, of course, okay, we we'll take a call or whatever. And where we get people to actually sign on is is the cost. It really is. It it is such a no-brainer after you trust us.

• bullish fact_claim Unattributed

  we're getting ready to launch uh LA. Uh New Jersey is going to be at at the the end of the year. Um and then it'll be about uh kind of uh just expanding this to every other major market, getting closer to customers, and then uh spreading a brand's inventory across our different locations.

• bullish fact_claim Unattributed

  we proved it. Um and just with with us and internal, we actually had our own brand that we just were just selling a bunch of stuff on. Um and uh it worked great.

• bullish fact_claim Unattributed

  I knew this company is going to be a really important one if we get the cost down.

• bullish fact_claim Unattributed

  we started off in the bay um and really because that's where myself and the the the founding my co-founder and the the team live um and also great place to start a venture comp company and our first uh facility was our R&D facility.

• bullish assessment Unattributed

  People don't really even believe what we're selling. It's like no it's it's real.

• bullish fact_claim Unattributed

  the highest cost of an actual like uh e-commerce transaction outside of the marketing and the product, it is shipping and fulfillment. Shipping is actually more expensive than fulfillment. Um, so we're we're taking off the fulfillment piece, which really is just like an extra tax.

• bullish assessment Unattributed

  we will use whatever is cheapest and fastest and high quality. So we we're into partnering um potentially we'll we'll look at maybe even like doing some of it for for our actual like delivery. like the fulfillment is really our our wedge into like the broader ecosystem.

• neutral fact_claim Unattributed

  we'll use today's standard carriers. So the UPS's the the whoever international carriers, DHL, whoever. Um they'll come to our our warehouses today.

• bullish prediction Unattributed

  who are going to get the rug ripped out from underneath them.

• bullish assessment Unattributed

  it really makes the the idea of having your smaller facilities with automation >> make a lot of sense because you don't have the same problem and also you can be closer to customers for faster ship time.

• bullish assessment Unattributed

  overhead uh as far as management and facilities costs. That's where you just pack on so much cost, but also the complexity gets really hard. Quality typically goes down.

• bullish assessment Unattributed

  It's faster than that. Yeah.

• neutral fact_claim Unattributed

  1.2 $1.2 million in upfront capex per warehouse.

• bullish fact_claim Unattributed

  we could do about 30,000 orders a day.

• bullish fact_claim Unattributed

  it's roughly um it's about uh 10,000 orders per day uh to when we start getting into some real profits.

• bullish endorsement Jason Calacanis

  Agree is the number one fastest way to go from contract to cash. That means gathering e-signatures, invoicing, billing, payments, and revenue recovery. No more jumping between four or five different platforms just to write out a contract, get it signed, then set up billing, and start sending out invoices. 99.64% of all invoices on the entire platform are paid within just 10 days.

• bullish fact_claim Kevin

  we turn down customers all the time when they want to do a lot of B2B stuff. They wanted to do some custom like packaging or inserts or anything like that. We just say, no, we're like when you're ready to really, you want, you want cheap and fast fulfillment operations. You come see us. And so the answer is we have to stay focused.

• bullish assessment Kevin

  you actually get more benefit to go in more places because then, then you're not only like changing the, the fulfillment, um, uh, uh, curve on the cost, but you're, you're now moving the shipping needle. So, and that's how we're able to go up market.

• bullish assessment Kevin

  our ability to go up market is unlike anything I've ever seen before. So the exact product is the same for like a 50 to a hundred million dollar brand.

• neutral fact_claim Unattributed

  we've raised some unannounced funding in between

• neutral fact_claim Unattributed

  we haven't uh announced publicly any additional funding um but we have done those

• bullish assessment Unattributed

  the brain is the hardest organ to access so pretty much in any other disease in cancer in fact standard of care to get your tumor kind of taken out to get it analyzed in ibd you often do that that most tissues you can actually go and take a sample of that tissue and the patient can continue living with a brain you simply can't do that so being able to accurately reconstruct what's happening in the brain has been one of the field's longest standing challenges and it's why i think you know neurosc

• bullish endorsement Unattributed

  you guys are focused on the brain which i think is fantastic because i'm a big fan of having my brain and working and all those good things and also i would like to live for a long time with my mental faculties

• bullish fact_claim Unattributed

  lily actually in 2024 announced that they actually optioned two of those targets into their internal als pipeline so it's actually the first ai derived targets that were actually internalized into their als pipeline which we're well done we're quite proud of um and one thing that was actually quite striking from that partnership was going into the partnership lily had said to us um you know even if 20 of these targets validate in the lab we would be very that would far surpass our expectations a

• neutral fact_claim Unattributed

  we've done two major partnerships already with eli lily and um astrazeneca alexion um those are target discovery partnerships are more traditionally structured so it's um in those cases it was a 25 to 42 million up front with then milestones that total up to anywhere between 700 to 800 million dollars each as a very traditional therapeutic structure now we've opened up new platform models as well that allow you to engage with it more kind of how you might used to be engaging with kind of a direc

• neutral fact_claim Unattributed

  this app would take a company of 12 people but five or ten years ago if you were going to seed invest in a company like this you'd say 12 people to build the app two platforms customer support marketing administrative everything yeah a minimum of 12 which means you got to raise about three to five million dollars to do this

• bullish endorsement Unattributed

  yours is not encouraging people to like do a lap in an ungodly amount of time and run red lights in order to accomplish that so great

• bullish assessment Unattributed

  I think there's an interesting element there too like of getting encouraging travel and checking in wherever you go I think is a something sticky

• neutral fact_claim Louie

  we've got a team of five of us total three developers my co-founder built this from the ground up pretty much to what you see the app is right now and what i just showed you in 30 days we're launching a complete ui ux overhaul and also launching bike mode which will be our biggest launch yet um with that the the team we've got on so two extra engineers has just meant our speed is is so much faster obviously but we've managed to keep it pretty lean like jordan building it from the ground up we go

• bullish endorsement David Friedberg

  I think a really interesting way for you to expand this would be to do say skiing or biking or you know other kayaking whatever it happens to be and let people claim the water the mountain etc and then you could also do it based on I like not doing speed because again speed equals death in a lot of these pursuits like skiing but you could do completeness and so you know when I you ski a certain mountain let's say there's 50 runs how many of the runs and this might include some element of speed b

• bullish endorsement David Friedberg

  you're taking the competitive spirit you're taking the slot machine nature of apps and smartphones and you're using it for good fantastic

• bullish endorsement Jason Calacanis

  Agree has an incredible new offer exclusively for Twist fans and family members. Go sign up at their easy to use all in one contract to cash stack. And if you tell them Jason sent you, you're going to get 50% off for life. Agree is the number one fastest way to go from contract to cash. This means gathering all those e-signatures, the invoicing, the billing, the payments, and of course, revenue recovery. No more jumping between four or five different platforms just to write out your contract and

• bullish endorsement Jason Calacanis

  agree.com the all-in-one contract to cash flow workflow go right now to agree.com sign up and tell them you're a jcal listener and they'll give you 50 off for life agree is the number one fastest way to go from contract to cash that means gathering e-signatures invoicing billing payments and revenue recovery no more jumping between four or five different platforms just to write out a contract get it signed that set up billing and start sending out invoices 99.64 of all invoices on the entire pla

VentureSignalScore 19.9/100 for agree-com, composed from 1 of 4 components (emerging formula), discounted ×0.79 for 30% signal coverage