Bird.com Secures $450 Million to Power AI Agent Infrastructure

The financing package consists of a $400 million term loan and a $50 million revolving credit facility, structured as a dividend recapitalization for existing shareholders. This capital arrives as Bird shifts its focus toward the burgeoning agent economy, leveraging a platform that allows AI agents to interact with real-world communication channels—including eSIM plans—without human intervention.

Bird’s pivot follows a period of extreme internal restructuring. The company, which once employed over 1,000 people, now operates with a headcount of 120. Founder and CEO Robert Vis attributes this reduction to aggressive automation rather than market contraction, noting that the firm generated $165 million in EBITDA in 2025. By automating complex delivery protocols and regulatory compliance, the company claims it can offer communication channels at costs up to 90% lower than its competitors.

The new Agentic Harness differentiates itself by allowing AI agents to manage end-to-end communication tasks across multiple AI models, such as ChatGPT, Claude, and Cursor. While traditional competitors often restrict agent access, Bird’s architecture allows agents to update and manage information across its systems independently. Shikha Goyal-Allain of J.P. Morgan cited the company’s combination of lean operations and sustained profitability as the primary driver behind the bank's decision to lead the financing syndicate.