Breaking: Squint raises $40M Series B at a $265M valuation PepsiCo cut training time roughly in half FaceID - but for industrial machines Deployed across hundreds of Fortune 500 factories One Fortune 50 site: $4M+ added profit Customers include Ford, Michelin & PepsiCo Point your phone. Ask a question. Get the fix. Squint raises $40M Series B at a $265M valuation PepsiCo cut training time roughly in half FaceID - but for industrial machines Deployed across hundreds of Fortune 500 factories
The Floor, 7:14 AM

A machine stops. The one person who knows why retired last spring.

Somewhere on a packaging line right now, a machine is throwing a fault code nobody on this shift has seen. Downtime on a line like this can run two thousand dollars a minute. The veteran who used to fix it in ninety seconds took her instincts home for good. What's left is a binder, a group chat, and a younger operator holding a phone.

So the operator points the phone at the machine. Squint recognizes the equipment the way your phone recognizes your face - no QR sticker, no CAD file, no scavenger hunt through a 400-page PDF. A question gets typed. A fix comes back, in the operator's own language, with the exact steps the retired veteran would have walked through. The line moves again. Nobody panics. That is the entire pitch, and it is a good one.

Squint calls this Manufacturing Intelligence. The less polite version: it is a backup drive for the human brain, installed on a $7 trillion industry that has been quietly losing its memory as a generation of operators heads for the exit.

$40M
Series B (Aug 2025)
$265M
Valuation
~50%
Faster procedures
91%
Operator satisfaction
"Accelerate human potential by bringing digital knowledge into the real world."
— Squint's mission, in plain English
The $7 Trillion Memory Problem

Manufacturing didn't have a labor shortage. It had a knowledge leak.

Here is the uncomfortable math. The best operator in any plant carries decades of fixes, shortcuts, and "don't touch that valve before noon" wisdom that was never written anywhere. When they retire, it leaves with them. Hiring a replacement doesn't transfer the knowledge - it just resets the clock to zero.

The old answer was paper: standard operating procedures in binders, laminated checklists, a tribal oral history passed shift to shift. The trouble with tribal knowledge is that tribes forget. Squint's bet is that the phone in every operator's pocket can hold what the binder never could - and, crucially, can hand it back at the exact moment and machine where it's needed.

That timing is the whole trick. Knowledge sitting in a database is trivia. Knowledge that appears the instant you point a camera at the broken thing is a tool.

What You Can Actually Do With It

Four jobs, one app, zero binders.

01 — CAPTURE

Knowledge Capture & Management

Record what your best people do, and Squint turns it into structured, searchable procedures. Data entry gets automated; custom work instructions get generated. The veteran's head becomes a document - while the veteran is still around to check it.

02 — STANDARDIZE

Standard Operations & Maintenance

Mobile-first AR guidance built for greasy, loud, industrial reality - not a clean demo. Every operator runs the same step, the same way, so "standard work" stops being a poster on the wall.

03 — TROUBLESHOOT

Troubleshooting & Repair

Point the phone, ask the question, get the fix. Squint recognizes the machine itself - no QR codes, no CAD models - and walks anyone through the repair the experts already solved.

04 — TRAIN

Onboarding & Training

Adaptive, on-the-job training that tracks operator progress and feeds real-time performance data up to supervisors and executives. New hires get productive in weeks, not quarters.

"I run a machine where downtime costs $2,000 a minute. With Squint, anyone can point their phone, ask a question, and get the fix instantly."
— A Squint operator, on what it changed
The People Who Built It

From Splunk's AR lab to the loading dock.

Founder and CEO Devin Bhushan led augmented-reality projects at Splunk before deciding the technology belonged somewhere louder and more useful than a dashboard demo - the factory floor.

Devin Bhushan
Founder & CEO
Illinois CS grad, ex-Yahoo, former Lead iOS Engineer and AR engineering manager at Splunk. Started Squint to put AR where it actually pays the bills.
Dylan Conway
Founding Team · Head of Strategy
Part of the founding team shaping how Squint goes from a clever demo to a deployment across hundreds of plants.
Jim Zhu
Founding Architect
The engineering backbone behind recognizing machinery in the wild - the "FaceID for machines" that makes the whole thing work.
Follow The Money

Sequoia and Menlo got in early. Then Westly and TCV doubled down.

2023
Pre-seed / Seed
$6M raised
Sequoia Arc · Menlo Ventures · Menlo Labs
2023
Series A
$13M raised · led by Sequoia Capital
Sequoia Capital · Menlo Ventures
2025
Series B · August
$40M raised · $265M valuation · total funding past $59M
Co-led by The Westly Group & TCV · with Sequoia Capital & Menlo Ventures

The Series B isn't just a bigger number - it's a mandate. Squint says the fresh capital goes toward leading the "Agentic Manufacturing" wave and pushing past the factory into energy, logistics, and field services. Translation: the same trick that fixes a packaging line should fix a wind turbine.

The Receipts

Who's running it, and what it's done.

Back On The Floor, 7:16 AM

The line never knew it almost stopped.

Two minutes after the fault code, the machine is running again. The younger operator slides the phone back into a pocket. Nobody called the one person who knew the fix, because the fix was already in everyone's hand - typed up, in plain language, exactly where it was needed.

That's the quiet thing Squint actually changed. Not the technology - phones and cameras and AI are everywhere now. What changed is that the smartest person on the floor no longer has to be in the building. Their knowledge is. And when the next veteran retires, the floor keeps her wisdom and waves goodbye to the binder.

A $7 trillion industry spent decades watching its memory walk out the door at retirement age. Squint built the thing that asks it to stay.

Filed Under
manufacturing intelligence agentic manufacturing ai augmented reality factory floor tribal knowledge operator training downtime reduction industrial ai enterprise saas b2b field services
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