Breaking

Atomic raises $12.5 million as DoorDash and HelloFresh run its inventory agents

September 29, 2026 at 05:05 EDT

AI Agents
Sales & Business
Funding & M&A

Boston-based Atomic has raised $12.5 million in Series A funding for agentic software that decides how much inventory a company should hold, and where. DoorDash and HelloFresh are among the customers now running planning on the system, and annual recurring revenue has quintupled since the start of 2026.

September 29, 2026 · Atomic

Supply plans that can place the order

Former Tesla planners raised $12.5 million as DoorDash and HelloFresh run Atomic's agentic inventory software, and recurring revenue has quintupled since the start of 2026.

$12.5M

Series A, led by Klass Capital

5×

ARR since the start of 2026

~90%

DoorDash purchasing, per a board member

−50%

GoodChop inventory, at 99.5% in stock

Recurring revenue, drawn to scale

One block equals the level at the start of 2026. Five blocks is the reported level now.

1×

Start of 2026

5×

Now

Takeaway: subscription revenue is five times the level from the start of this year. No dollar total was disclosed.

Capital raised, $1 million per block

Seed versus Series A. The half-height block is $0.5 million.

$3M

Seed, 2025

$12.5M

Series A, 2026

How a plan becomes a purchase

1 · Read the chain

Demand, sites, suppliers, and constraints

→

2 · Simulate

Unit-level scenarios, compared in seconds

→

3 · Decide

Recommend, or place the buying decision

→

4 · Send the PO

Approval logged, then pushed to the ERP

What teams report

GoodChop cut inventory in half and kept a 99.5% in-stock rate. Planners describe hours returned, cash freed, and logic they can trace to a single unit.

What is still open

Headline results are company or investor figures. A full switch can take months of parallel running, and buying decisions still sit next to planner approval.

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