Morning VC Brief丨2025.09.09

Week37 Highlights丨Sierra, Baseten, Augment, Mojo Vision, Hello Patient, Orchard Robotics, NewDays, Throxy

Author

eric gu
September 09, 2025

Morning VC Brief is an expert daily curation of tech and venture news. Feel free to forward; the sign-up is here

Table of Contents

01. Venture News

1/ AI Customer Experience Platform Sierra raised $350M at $10B

  • Product: Agent OS platform enabling companies to build AI agents for customer service, sales, and engagement across industries

  • Highlight: Hundreds of customers including 20% with $10B+ revenue, 50%+ with $1B+ revenue. Serves 90% of Americans in retail, 50% of US families in healthcare

  • Investor: Greenoaks(Lead)

  • Source

2/ AI Inference Platform Baseten raised $150M Series D at $2.15B

  • Product: AI model inference platform helping companies deploy and scale ML models in production with high performance and cost efficiency

  • Highlight: Customers including Abridge, Captions, Clay, OpenEvidence, and Writer have used Baseten to power products generating billions; 2x higher throughput and 10% lower latency than competitors, 6x better GPU usage

  • Investor: BOND (Lead), CapitalG, IVP, Conviction

  • Source

3/ AI Logistics Platform Augment raised $85M Series A

  • Product: "Augie" - AI teammate for logistics that automates the full order-to-cash journey across shippers, brokers, and carriers

  • Highlight: Supports over $35 billion in freight under management (FUM) across dozens of leading shippers and brokerages

  • Investor: Redpoint Ventures(Lead), 8VC, Shopify Ventures

  • Source

4/ High-Performance Micro-LED Platform Mojo Vision raised $75M Series B

  • Product: Flexible wafers-in, wafers-out micro-LED platform integrating 300mm silicon architecture, GaN-on-silicon emitters, and quantum dots for AI applications

  • Highlights: Fourth industry record in 5 years, achieving 14k, 20k, and 28k pixels per inch (PPI)

  • Investor: Vanedge Capital(Lead), NEA, Khosla Ventures

  • Source

5/ Healthcare Conversational AI Platform Hello Patient raised $22.5M Series A

  • Product: Autonomous voice and SMS agents integrating with practice management and EHR systems to answer patient calls, schedule appointments, triage patients and follow up on care

  • Highlight: Addresses 42% of patient calls/texts going unanswered during busy hours due to staff shortages

  • Investor: Scale Venture Partners(Lead), 8VC, Bling Capital, Max Ventures

  • Source

6/ AI Farm Vision System Orchard Robotics raised $22M Series A

  • Product: FruitScope OS - AI-powered vision system that mounts cameras on tractors and farm vehicles, capturing millions of high-res images and analyzing fruit size, color, and health at individual plant level

  • Highlight: Deployed on major apple and grape farms across the U.S., expanding into blueberries, cherries, almonds

  • Investor: Quiet Capital & Shine Capital(Lead), General Catalyst, Contrary

  • Source

7/ AI Dementia Therapy Platform NewDays raised $7M Seed

  • Product: "Sunny" - AI companion providing personalized conversations for mild dementia patients, combined with telehealth visits with clinicians, offering cognitive stimulation, training and rehabilitation

  • Highlight: Pilot with 1,000+ users achieved 4.5/5 rating, 100% felt "better" or "a lot better"

  • Investor: Madrona (Lead), General Catalyst

  • Source

8/ Human-First Sales Platform Throxy raised $6.2M Seed

  • Product: Fully managed outbound sales services for companies selling into traditional sectors like manufacturing, logistics and medical equipment, with 4 billion+ contact database and pay-per-meeting model

  • Highlight: $1.5M ARR with just 3 employees. Human-first approach contrasting AI sales automation

  • Investor: Base10 Partners (Lead)

  • Source