{
  "slug": "factory",
  "name": "Factory",
  "url": "https://factory.ai",
  "category": "coding-agents",
  "tier": "venture",
  "one_liner": "Agent-native platform of autonomous coding agents (Droids) for the full software lifecycle.",
  "what_the_agent_does": "Droids plan, implement, test, review, and maintain software across repos; Missions orchestrate multi-day multi-agent workflows; Factory Router optimizes model cost across providers.",
  "business_model": "Product-led SaaS + enterprise (self-serve plans from ~$20/mo with usage credits; enterprise seats and on-prem/air-gapped deployments)",
  "metrics": [
    {
      "label": "ARR",
      "value_usd": 60000000,
      "value_text": "Sacra estimates $60M annualized revenue in March 2026 (up from ~$5M at end-2025); Factory's company posts do not state an ARR dollar figure",
      "as_of": "2026-03",
      "source_url": "https://sacra.com/c/factory/",
      "source_name": "Sacra",
      "confidence": "reported",
      "age_days": 215,
      "older_figure": false,
      "source_sync_stale_since": null,
      "superseded": false,
      "link_check": {
        "status": "ok",
        "code": 200,
        "checked": "2026-10-16"
      },
      "verification": null
    },
    {
      "label": "ARR",
      "value_usd": 5000000,
      "value_text": "Sacra estimates ~$5M annualized revenue at end of 2025 (baseline before the March 2026 $60M estimate)",
      "as_of": "2025-12",
      "source_url": "https://sacra.com/c/factory/",
      "source_name": "Sacra",
      "confidence": "reported",
      "age_days": 305,
      "older_figure": false,
      "source_sync_stale_since": null,
      "superseded": true,
      "link_check": {
        "status": "ok",
        "code": 200,
        "checked": "2026-10-16"
      },
      "verification": null
    },
    {
      "label": "Funding",
      "value_usd": 200000000,
      "value_text": "$200M raise at $5B valuation; total funding over $400M (company blog)",
      "as_of": "2026-09-15",
      "source_url": "https://factory.ai/news/5-billion-valuation",
      "source_name": "Factory blog",
      "age_days": 31,
      "older_figure": false,
      "source_sync_stale_since": null,
      "superseded": false,
      "link_check": {
        "status": "ok",
        "code": 200,
        "checked": "2026-10-16"
      },
      "verification": null
    },
    {
      "label": "Valuation",
      "value_usd": 5000000000,
      "value_text": "$5B valuation with $200M financing (company blog)",
      "as_of": "2026-09-15",
      "source_url": "https://factory.ai/news/5-billion-valuation",
      "source_name": "Factory blog",
      "age_days": 31,
      "older_figure": false,
      "source_sync_stale_since": null,
      "superseded": false,
      "link_check": {
        "status": "ok",
        "code": 200,
        "checked": "2026-10-16"
      },
      "verification": null
    },
    {
      "label": "Funding",
      "value_usd": 150000000,
      "value_text": "$150M Series C at $1.5B valuation; company said revenue doubled month-over-month for six months (no $ ARR disclosed)",
      "as_of": "2026-04-16",
      "source_url": "https://factory.ai/news/series-c",
      "source_name": "Factory blog (Series C)",
      "age_days": 183,
      "older_figure": false,
      "source_sync_stale_since": null,
      "superseded": true,
      "link_check": {
        "status": "ok",
        "code": 200,
        "checked": "2026-10-16"
      },
      "verification": null
    }
  ],
  "founded": 2023,
  "team_size_text": "219 employees by Sep 2026 (per Sacra)",
  "lessons": [
    "Model neutrality (any model, on-prem or air-gapped) is a wedge against IDE-native and model-vendor stacks.",
    "Company can claim six months of doubling revenue MoM without publishing an ARR dollar figure \u2014 treat third-party ARR estimates as reported.",
    "Product-led self-serve (~$20/mo) seeds internal champions who later pull enterprise procurement."
  ],
  "tags": [
    "coding-agents",
    "droids",
    "enterprise",
    "autonomous",
    "missions"
  ],
  "last_verified": "2026-10-16",
  "agentic_origin": "agent-native",
  "url_profile": "https://mrrledger.com/b/factory/",
  "annualized_revenue_usd": 60000000,
  "annualized_revenue_basis": "ARR (reported)",
  "confidence": "reported",
  "source_sync_stale_since": null,
  "older_figure": false,
  "verified_corroboration": null,
  "headline_verification": null,
  "age_days": 215,
  "tier_label": "Venture-backed",
  "tier_note": "Has raised outside venture funding (e.g. Y Combinator or VC rounds). Says nothing about revenue size.",
  "independent": true,
  "ownership": null,
  "ownership_watch": null,
  "last_ownership_check": "2026-10-16",
  "revenue_disclosed": true,
  "badge_url": "https://mrrledger.com/badge/factory.svg",
  "badge_plain_url": "https://mrrledger.com/badge/factory-plain.svg",
  "growth_series": [
    {
      "as_of": "2025-12",
      "annualized_usd": 5000000,
      "label": "ARR",
      "value_usd": 5000000,
      "value_text": "Sacra estimates ~$5M annualized revenue at end of 2025 (baseline before the March 2026 $60M estimate)",
      "source_url": "https://sacra.com/c/factory/",
      "source_name": "Sacra",
      "confidence": "reported",
      "annualization": null,
      "source_sync_stale_since": null
    },
    {
      "as_of": "2026-03",
      "annualized_usd": 60000000,
      "label": "ARR",
      "value_usd": 60000000,
      "value_text": "Sacra estimates $60M annualized revenue in March 2026 (up from ~$5M at end-2025); Factory's company posts do not state an ARR dollar figure",
      "source_url": "https://sacra.com/c/factory/",
      "source_name": "Sacra",
      "confidence": "reported",
      "annualization": null,
      "source_sync_stale_since": null
    }
  ],
  "related": [
    {
      "slug": "bolt-new",
      "name": "Bolt.new (StackBlitz)",
      "category": "coding-agents",
      "tier": "venture",
      "category_label": "Coding agents",
      "tier_label": "Venture-backed",
      "one_liner": "Browser-based AI agent that builds and deploys full-stack apps from prompts.",
      "annualized_revenue_usd": 40000000,
      "revenue_disclosed": true,
      "confidence": null,
      "source_sync_stale_since": null,
      "url_profile": "https://mrrledger.com/b/bolt-new/",
      "compare_url": "https://mrrledger.com/compare/?a=factory&b=bolt-new",
      "score": 7,
      "why": [
        "same category",
        "same tier",
        "similar scale"
      ]
    },
    {
      "slug": "replit",
      "name": "Replit",
      "category": "coding-agents",
      "tier": "venture",
      "category_label": "Coding agents",
      "tier_label": "Venture-backed",
      "one_liner": "Agentic software-creation platform for non-engineers and enterprises.",
      "annualized_revenue_usd": 240000000,
      "revenue_disclosed": true,
      "confidence": null,
      "source_sync_stale_since": null,
      "url_profile": "https://mrrledger.com/b/replit/",
      "compare_url": "https://mrrledger.com/compare/?a=factory&b=replit",
      "score": 7,
      "why": [
        "same category",
        "same tier",
        "shared: enterprise",
        "nearby scale"
      ]
    },
    {
      "slug": "cognition-devin",
      "name": "Cognition (Devin)",
      "category": "coding-agents",
      "tier": "venture",
      "category_label": "Coding agents",
      "tier_label": "Venture-backed",
      "one_liner": "Autonomous AI software engineer (Devin) plus Windsurf IDE suite.",
      "annualized_revenue_usd": 1000000000,
      "revenue_disclosed": true,
      "confidence": null,
      "source_sync_stale_since": null,
      "url_profile": "https://mrrledger.com/b/cognition-devin/",
      "compare_url": "https://mrrledger.com/compare/?a=factory&b=cognition-devin",
      "score": 6,
      "why": [
        "same category",
        "same tier",
        "shared: enterprise"
      ]
    },
    {
      "slug": "cursor",
      "name": "Cursor (Anysphere)",
      "category": "coding-agents",
      "tier": "venture",
      "category_label": "Coding agents",
      "tier_label": "Venture-backed",
      "one_liner": "AI-native code editor whose agents write, edit, and reason over large codebases; part of SpaceX since Aug 2026.",
      "annualized_revenue_usd": 4000000000,
      "revenue_disclosed": true,
      "confidence": "reported",
      "source_sync_stale_since": null,
      "url_profile": "https://mrrledger.com/b/cursor/",
      "compare_url": "https://mrrledger.com/compare/?a=factory&b=cursor",
      "score": 6,
      "why": [
        "same category",
        "same tier",
        "shared: enterprise"
      ]
    }
  ]
}