tl;dr: Sapiom raised a $35M Series A led by Dragonfly with Accel, Anthropic and others. Osmo raised a $5M seed led by Bain Capital Ventures. both announced august 5 2026. frontrun flagged them 180 days and 54 days before the news, and in both cases the follow graph was moving long before the announcement.
who led Sapiom's $35M Series A?
Sapiom raised $35M, led by Dragonfly with Accel, Anthropic and others, to "unlock the next trillion agents." the first thing they're tackling is cost, with three new products launching at sapiom.ai. founder: Ilan Zerbib.
worth noting who's on that cap table: a frontier lab (Anthropic), a top crypto fund (Dragonfly), and a top generalist fund (Accel), all converging on infrastructure for paying agents.
@sapiom just raised a $35 million Series A from @dragonfly_xyz , @Accel , @AnthropicAI and others to help unlock the next trillion agents.
— Ilan Zerbib (@i_zerbib) August 5, 2026
The first thing we’re tackling is cost.
To make that happen, we are launching three new products today at https://t.co/6TTK1QT8Py pic.twitter.com/FrMhaUdd5q
who led Osmo's $5M seed?
Osmo raised $5M, led by Bain Capital Ventures with Basis Set, Collaborative Fund, MVP Ventures, Scott Belsky, Kevin Mahaffey and others.
co-founder Will Hoppin left A24 to build it: a storytelling studio with a software factory, launching publicly today as an end-to-end editable video platform that turns Figma, code, and reference videos into fully editable motion.
I left @A24 to start Osmo, a storytelling studio with a software factory.
— Will Hoppin (@willyhopps) August 5, 2026
Today, we’re launching @osmo_studio to the public: an end-to-end editable video platform that turns Figma, code and reference videos into fully editable motion.
We also raised a $5M seed to build it. pic.twitter.com/yahLJxffcO
how early did frontrun flag them?
Sapiom: flagged february 6, announced august 5. 180 days.
we flagged @sapiom at 677 followers, six months before the round. it's still under 1,000 followers today. 43 tracked accounts followed between the flag and the announcement: a steady accumulation starting in late february, another wave in may, and a spike on announcement day. by the time the news broke, the signal was 6 months old.
Osmo: flagged june 12, announced august 5. 54 days.
Osmo entered the graph on june 12 off a single tracked follow, back when almost nobody was watching the account. 15 tracked accounts followed in the 54 days between the flag and the announcement, with a cluster landing on announcement day itself.
we published Sapiom in a list 61 days ago
the flag wasn't sitting in a private database. on june 5 we featured Sapiom in our AI companies under 1,000 followers article, two months before the Series A:
— frontrun (@frontrunvc) June 5, 2026
anyone reading that list had 61 days to reach out before Dragonfly, Accel, and Anthropic made it a headline.
the pattern: the graph moves before the news
both receipts today are the same shape. tracked accounts started accumulating on the company months (Sapiom) or weeks (Osmo) before the round was announced. the announcement-day spike came last, after the signal had been sitting there the whole time.
that's the entire thesis of the product: the people closest to a deal follow the company before anyone talks about it. track the follows and you're reading the round before it's news.
both raises clear our receipt ledger's 7-day minimum lead with room to spare, so they'll join the permanent record with their flag dates.
see the list before the round
these two already raised. the useful list is the one where the round hasn't happened yet.
frontrun watches the follow graphs of 2,000+ tracked venture investors on X and flags the companies they converge on, with a date, the morning it happens.
read next: startups flagged before they raised · the fundraise receipt ledger · how vcs find startups before they raise
