Loop Raises $95M to Build AI ‘Intelligence Layer’ for Global Supply Chains

New updates have been reported about Loop.

Loop, a San Francisco-based AI supply chain startup, has raised a $95 million Series C round to accelerate its push to become the intelligence layer for global logistics and operations. The round was led by Valor Equity Partners and the Valor Atreides AI Fund, with participation from 8VC, Founders Fund, Index Ventures, and J.P. Morgan’s Growth Equity Partners, and will be used primarily to deepen product capabilities and scale engineering and go-to-market teams.

Co-founders CEO Matt McKinney and CTO Shaosu Liu, both former Uber executives, are positioning Loop as a prescriptive platform that turns fragmented, unstructured operational data into actionable recommendations that improve cost, service levels, and working capital efficiency. Loop’s system ingests documents such as PDFs, paper records, and digital messages, normalizes them using a harness of in-house and frontier AI models, and increasingly integrates directly with ERP and transportation management systems, as well as data from suppliers, carriers, and warehouses.

By surfacing where customers are losing money or time and forecasting over- and under-supply risks, Loop claims it can deliver immediate savings while building toward more predictive and automated decisioning across the supply chain. Valor’s Antonio Gracias said Loop has “gone deep into one of the hardest parts of the supply chain” and argued its data foundation can extend into broader operational and financial functions, supporting the thesis that Loop could become a central decision layer for enterprise logistics.

The financing comes amid heightened volatility in global supply chains and intense competition among logistics and AI players, but Loop’s backers emphasize defensibility in its domain-specific models and data access. Valor, a major supporter of xAI, conducted extensive diligence on Loop’s technical moat, with Liu citing this as validation that the company’s focus and talent base are differentiated in a crowded AI landscape.

McKinney and Liu originally expected the enabling AI technologies to mature closer to 2030, but faster-than-expected progress is allowing Loop to expand its roadmap now, focusing on higher customer savings, lower risk exposure, and greater resilience. Management believes customers that aggressively adopt AI-powered supply chain intelligence over the next year will compound competitive advantages, positioning Loop at the center of a long-term shift in how supply chains are managed and optimized.