July 2026 Investor Update: Sendd
CONFIDENTIAL: Sendd MCP live on Claude (Native Directory), Rocky live for all customers! Accommodation coming to Sendd, Emails, Themes, new UI and more!
Links
Sendd.store (live product + landing page): https://www.sendd.store/
Sendd.market (V1 live): https://www.sendd.market/
Wellington (our first live marketplace): https://wellington.sendd.market/
📅 Book 15 minutes with me: https://sendd.store/sendd
Demo for Motels: https://hyperagent.com/s/_Fml7XnPE54rqlUxqOgWWQ
Traction (July 2026)
190 stores live on Sendd.store: up from 166 in June (+14.5% MoM), 24 new this month, across 5 markets.
13 new connected Stripe accounts: up 85.71% from 7 in June. Stores turning payments on, not just signing up.
Connect payment volume $420.36 USD: up 161.84% from $160.54 in June.
63 successful payments: up 687.5% from 8 in June, at a $6.67 average order against $20 in June.
Sendd net volume $9.91: up 69.4% from $5.85.
~13%+ month-on-month referral-driven customer growth, measured and sustained since launch in late January. Outbound restarted this month, so the rate ran above the referral baseline.
5.67k web visits over the last 30 days (Cloudflare), off 269.56k total requests.
~38.2K organic views across channels at $0 spend: Instagram 22.4k across six accounts led by Sendd.store at 17k, plus 6.7k on my personal account, TikTok 6.4k led by Just Sendd It, LinkedIn 2,657 impressions and 1,156 members reached. Down ~62% on June’s ~100.7K.
July burn 7k NZD: down from 12k in June.
Summary:
A month of deep work and focus.
We opened with a big update to the Sendd UI. It’s on Sendd.store for now with Sendd.market to follow, and it’s a substantial upgrade to how the product looks, feels and behaves. Part of it was simplification. The UI had grown unwieldy and needed taming again, with things grouped in the places and ways that make intuitive sense.
Two things went live that both trace back to the same decision. Sendd MCP is now listed in the Claude connectors directory, so anyone using Claude can find Sendd and connect their store without touching a config file. And Rocky came out of limited release and is now on for every customer, we settled on credit base usage so we can continue to optimize the cost for customers rather than direct API billing. Shipping the MCP early felt almost like a fun side project at the time. It’s now both the foundation Rocky sits on and a new distribution channel we didn’t have to build.
The bigger story of the month is marketplaces, and who’s going to run them.
We met the YES team, who have been on the Sendd.market waitlist for a long time. They now have access, and we’ll be working with them closely through August on a proper launch. The opportunity here is massive: a way for them to generate more donations for the not-for-profit, a way to highlight the incredible students building businesses in New Zealand and a way for those students to get more sales and more distribution. We’re waiving our 1% fee for these kids. We care deeply about supporting the next generation of entrepreneurs and this is our way of doing that. Apple did the same thing with schools in New Zealand. These kids will go on to build second, third and fourth businesses, and we’ll be there across that whole entrepreneurial journey, some of those ventures will be big wins for them and us so we are happy to take the long position on these amazing students.
Chemo Finds have their own marketplace now too. They already run a physical in-person market averaging 20 to 25 vendors, and they’re partnering with us to sell stalls at that market through their Sendd store. We’re working with them on a discount for every vendor who joins Sendd and adds their inventory to the Chemo Finds marketplace. The vendors come live on Sendd, they join the marketplace, and Chemo Finds becomes THE place to find vintage street and culture clothing in Wellington, in person and online. We’ve got some fun activations planned to get customers discovering it.
In a different flavour, beachgemsnz is launching New Zealand’s upcycle and recycle marketplace: handmade products and services made from upcycled materials, plus preloved and reloved clothing. They have marketplace access and we’re working closely with them on how to make it big.
We also talked to a Wellington hospitality group that is extremely well connected. They run some of the major events and activities in the city and are accommodation, events and restaurant operators themselves. We’re going to work with them, and we may transfer the Wellington marketplace across so they can onboard their whole network onto it. That was always the intention with these marketplaces: find the best person, organisation or community to activate each one and hand them the keys.
And Gleb has been building the VUW university clubs marketplace, a way for students on campus to see everything happening that’s relevant to them. Most of it is free with no payment involved, so it’s been a useful way to learn what’s actually hard about coordinating student clubs and memberships. A lot of those clubs will use Sendd for ticket sales when their balls come around later in the year.
Which brings me to the biggest thing that happened this month, and we didn’t go looking for it but staying close to our customers created the opportunity.
Customers asked us whether we’d consider accommodation as a category in Sendd. It wasn’t on our roadmap. One of them then organised for us to meet multiple motels and hotels in their town, so I flew to Christchurch and spent two days on it: sitting with operators, getting into their systems and processes, watching how the business actually runs rather than reading about it.
Two problems came out of it. The first is that direct booking is broken at the small end. The booking sites often aren’t connected to live rates or calendars at all, they just open an external link, and Booking.com owns the search results and increasingly the AI results too. So we built an example of what a direct booking experience looks like running on Sendd: see the demo.
The second is the OTA take. 15 to 25% per sale, from platforms that then turn around and outbid the provider on their own brand keywords, on Meta and across paid channels. You pay a quarter of the booking, then you pay again to compete for your own name. So we’re becoming an OTA ourselves through Sendd Market, on ground the incumbents aren’t standing on.
The mechanic is the same one we’ve been building all year. A community, creator or organisation runs a marketplace and adds trusted, validated sellers. A travel creator who has stayed at the Cambridge Hotel (in Wellington) can put its inventory into their marketplace as the place to stay in Wellington, alongside tours, restaurants and service providers, and bundle them together: brunch at The Arborist, a night at Cambridge, a tour of Weta. They show it to their audience, the customer books instantly, and we take the payment, update the PMS or channel manager so nothing double books, split the money to each party, pay the creator their marketplace fee and send the customer their order and receipt. The provider gets the customer’s real details, not masked the way Booking.com masks them, pays no more than they would on a Booking.com sale and reaches someone who was never going to find them through a search result.
The gate is getting enabled as an OTA on the channel managers. We have Mews’ API information and are building that integration now, with several other partners and integrations in progress so that when this launches it lands properly for us and for everyone in the category. Two weeks into discovery we have 7+ motels, 2 hotels and even some smaller Airbnb properties ready to go live with us.
The same process runs straight into tours and experiences. I met tourism providers in Auckland who we can start onboarding as that rolls out, and they slot directly into marketplaces like Waiheke. Accommodation, tours, restaurants and services in one bundle is the version of this that no OTA can copy without becoming a marketplace themselves.
On product, events got another big release: ticket scanning upgrades, free ticket issuing, a much better layout and a long list of fixes. Form collection was overhauled across the product and it matters most on tickets, where sellers can now ask far richer questions and collect answers per ticket rather than per order, which handles accessibility, dietary requirements and anything else an organiser needs to know. Once email blasts land and our native customers and CRM layer syncs with Rocky and the Sendd MCP, we might just have the most powerful events product going, at a price and a level of simplicity nobody else is offering.
Product Updates
What We Shipped
A new UI across Sendd.store, rebuilt and simplified. Sendd.market gets the same treatment next.
Rocky is live for all customers. Rocky came out of limited release this month, so every store can now run their business by chat: pull sales reports for any date range, watch inventory and stock levels, track customers and their spending, manage orders end to end and create or update listings.
Sendd MCP is live in the Claude connectors directory. Search “Sendd” in Claude and it’s there, so any Claude user can connect their store in a couple of clicks instead of hand-configuring a connector. It covers both Sendd Store and Sendd Market: create and update products, track orders and customers.
Accommodation Demo, and a direct booking experience to go with it. Built off two weeks of discovery with motel and hotel operators.
Inflow is live in the product as a payment gateway for Europe and other markets, which opens up geographies Stripe alone wasn’t covering.
Bank2Bank onboarding. We’re actively feeding back to Qippay to improve the onboarding flow for NZ customers, and talking to other payment companies alongside it.
A big events release: ticket scanning upgrades, free ticket issuing, a rebuilt layout and a long list of fixes.
Richer form collection across the product, per ticket rather than per order.
Marketplace access opened to YES, Chemo Finds and Beach Gems.
What Moved
Email blasts and announcements. They were a July product goal and are close, but they land next month. Everything they depend on, richer forms, the events release and the customer data layer, went in first.
The Wellington buying side. Rather than turn on customer marketing myself, the better move is a well-connected Wellington hospitality group that already runs major events and venues in the city, and already has the network we would spend months building. Handing them Wellington was always the intention with these marketplaces: partner with the person or organisation best placed to activate it.
The marketplace UI refresh follows the Store refresh rather than shipping alongside it.
The Good
Maria got the blog engine started. First two articles published and, more usefully, the process is now down, so August is about volume rather than figuring out how.
The help guides got rewritten. A big pass across the articles at sendd.store/help.
The Sendd.store account grew 46% while everything else fell. 12.6k views in June to 18.4k in July across Instagram and TikTok. We are focusing the content around showcasing the power of the product a bit more.
In-person time with customers in Christchurch and Auckland. Both trips were built around discovery, and getting face to face with a batch of customers in each city was worth as much as the discovery itself.
Outbound restarted and referrals held. The ~13% month-on-month referral-driven growth rate has now held every month since launch in late January, and July ran above it with outbound back on.
Accommodation is a big beachhead for us, and we can get strong revenue in this category while delivering a magnitude greater in value than the incumbents. It also unlocks a meaningful channel for many of our Sendd market waitlist content creators as travel and tourism is massive category for content.
The Bad
I was sick for two weeks. Fevers, coughing and brain fog. It hit on day two in Auckland, so most of that trip ran from the hotel room on calls instead of in front of people. Practically everyone at home and at The Atom went down with it too, which is peak Wellington winter for you. It limited my capacity for the back half of the month, and it’s the second time this quarter my health has cost the company time. I’m largely better now, just a cough that won’t quit.
Nine accommodation properties are ready and we can’t switch them on yet. The Mews integration is in build and the other channel managers are still ahead of us. The pipeline is real, but until an integration lands it’s a waiting list, not revenue.
Views fell ~62%, from ~100.7K to ~38.2K. Just Sendd It was mostly made by one person, and that was one of the contracts we ended in June. Gleb did try to keep it going and got a couple of videos out, but with the Sendd.store account and everything else on his plate it fell through the cracks. I also didn’t manage to make much content myself in July and need to get back to that side of it.
I posted 2 to 3 times all month against a goal of daily. Sales, support, product and two weeks of being sick ate it. Founder-led content is working better than anything else we do, so this one is on me to fix rather than delegate. I need to plan my life a bit better so that daily I can make content + publish written content (it performs super well) before I go about my day. Will aim to do much better in August on this.
August Goals
Product
Build accommodation as a first class type in Sendd, with experiences and tours alongside it.
Release customers, CRM and emails.
Ship custom domains and rich themes, so a Sendd store can look like a world class product, service or accommodation site with booking and checkout built in.
Sendd.market
Launch YES with a proper activation, and get the first student businesses selling.
Launch Chemo Finds, with vendors onboarded off the back of the in-person market and the stall-sales flow running through their store.
Content
Get founder content back to a real cadence. It’s the channel working best and I’m the bottleneck on it.
Scale blog output now that the process is in place.
Financials
July burn: 7k NZD, down from 12k in June.
Runway: We cancelled the raise and are opting to continue bootstrap. We will keep the burn low and use the next 6-8 months to deliver meaningful revenue and then reassess if we need capital for growth. I’m acutely aware of the control, speed and risk-taking we have at our disposal today; which once we raise, we will no longer have in the same way. The more I build this business and see the compounding effect of our actions as a team the less I want to slow down in admin and investor relations/ reporting. So if we do raise; its because we have found the perfect partner on our journey. I just can’t see myself spending months trying to raise capital, when that time can be spent on building a better product and growing customer accounts. If the clarity of thought, execution and my vision isn’t clear from everything we do at Sendd. A pitch probably won’t add much more color beyond what we share publicly.
🎯 The Ask
No ask! Just Sendd it and if there are any customers that can get value from Sendd. My calendar is open for meetings with potential customers.
📅 Grab 15 minutes with me: https://sendd.store/sendd
Adi & The Sendd Team Adi, Dev, Tum, Ben, Kenia, Vlad, Maria, Jackie, Roland, Aman & Gleb.