All companies
Braze logo

What smart money is saying about BrazeUnited States flag

BRZE · Technology · Software - Application · Market cap $2.91B

1 fund in our archive has pitched Braze, most recently Meditation Capital in June 2026.

Company profile

Braze, Inc. operates a global customer engagement platform designed to foster meaningful interactions between consumers and brands. Its comprehensive suite of tools includes robust data ingestion capabilities. These feature Braze software development kits (SDKs) for automatic data collection and the delivery of various mobile and web notifications, integrated in-application/in-browser messages, and content cards, all seamlessly adaptable to diverse digital interfaces and application development frameworks. Additionally, a REST API facilitates data import/export and workflow automation across Braze and clients' existing technological ecosystems. The platform also enables the synchronization of user cohorts from partner sources. For customer understanding, Braze offers advanced classification functionalities. This includes segmentation tools that allow businesses to define reusable consumer groups based on attributes, past events, or predictive propensity scores. Segment insights provide analytical views into how different segments perform relative to key metrics and help identify the underlying factors driving segment membership. Furthermore, a predictive suite assists in pinpointing high-value consumer demographics. The company further provides modules for personalization and decisive actions. Crucially, Braze's orchestration offerings empower brands to manage complex customer journeys. Its signature 'Canvas' tool allows for the visual mapping of multi-step, cross-channel messaging experiences—ideal for onboarding sequences, nurturing campaigns, or win-back strategies. Other orchestration elements include the ability to run targeted campaigns (single or multi-channel) for specific user segments, event and API-driven triggering mechanisms, controls for message frequency and rate limiting, intelligent content selection, and extensive reporting alongside analytics. Founded in 2011, the company was initially known as Appboy, Inc. before adopting its current name, Braze, Inc., in November 2017. Its corporate headquarters are situated in New York, New York.

Get an email when a fund buys, sells or pitches it

Summarize with Warren AI
1
Reported positions
0
Bought
0
Sold
1
Letter

Position history

Every position in Braze on record in the archive was reported in Q2 2026, across 1 fund letter, with no move described.

Fund letters reporting a position in Braze, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261001

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 1 position

  • June 2026
    “In addition to Braze and Monday which we already owned (Monday we have since reduced due to opportunity cost as all software fell), we progressively added Workiva, Atlassian, Dynatrace, and Klaviyo.”
    Braze

Fund coverage · 1 thesis

  • Braze is a customer engagement platform whose deep domain expertise in scaled messaging and AI-enhanced marketing workflows is seen as a moat and an opportunity.

    Read the full thesis

Read every full thesis on Braze

Read all 1 thesis in full, with each fund's reasoning, and get unlimited access to the archive.

View plans→
Share this ledger