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#711 by ARRSan Diego, USnetradyne.com ↗

Netradyne

Netradyne sells Driver•i, an AI and edge-computing video safety and coaching platform, to commercial fleets such as trucking, transit, construction and waste operators.

ARR
$210M revenue (est.)
as of Oct 2026
Employees
~1,000
as of Dec 2025
Valuation
$1.3B
6.2× ARR
ARR / employee
$210K
revenue efficiency
About Netradyne

Netradyne's Driver•i platform combines in-cab AI cameras, edge computing and a cloud dashboard. It scores driving behavior (GreenZone), coaches drivers, rewards good driving and exonerates drivers after incidents. In 2026 it added AI agents for coaching and incident response. It sells to commercial fleets in North America, Europe, India and Australia/NZ, mainly through SaaS subscriptions plus hardware. It raised a $90M Series D led by Point72 in January 2025 at a reported ~$1.3B valuation. Total funding is reported at roughly $340–350M. Third-party estimates put 2024 revenue/ARR at about $210M.

AI fleet-safety cameras (Driver•i). Revenue $130M (2023) → $210M (2024, +62%); ~$300M est. mid-2026. $90M Series D at $1.3B (Jan 2025). Extra.

Investors · 9

LeadPoint72Venture capital17 partners on file
BoardM12Corporate· Nagraj Kashyap (Corporate VP and Global Head of M12 (Microsoft's Venture Fund); joined Netradyne's board as an observer in Sept 2018)16 partners on file
InvestorGeodesic CapitalVenture capital15 partners on file
InvestorHyundai CRADLEVenture capital
InvestorM12Corporate16 partners on file
InvestorNewView CapitalVenture capital
InvestorPavilion CapitalVenture capital
InvestorQualcomm VenturesCorporate14 partners on file
InvestorReliance IndustriesVenture capital3 partners on file
InvestorSoftBank Vision Fund 2Corporate83 partners on file
148 partner contacts across these firms, emails and LinkedIn are in Investor Contacts for paid members.

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