The Pulse
Atomic Raises $12.5M to Automate Supply-Chain Decisions
Atomic raised $12.5 million in a Series A led by Klass Capital and Madrona. The former Tesla team says its software already automates 90% of purchasing for DoorDash’s DashMart business.
AI.info Team · Written with AI ·
Atomic raised $12.5 million in a Series A to expand software that can move supply-chain planning from recommendations to purchasing decisions. The Boston company, founded by former Tesla supply-chain leaders, says its system already automates 90% of purchasing for DoorDash’s DashMart business. Klass Capital and Madrona led the round, announced September 29, 2026.
From Tesla’s Model 3 ramp to inventory planning
Atomic’s founders, Michael Rossiter and Neal Suidan, built an early version of the system while working at Tesla during the 2018 Model 3 production ramp. The automaker’s spreadsheets could not keep up with how quickly plans needed to change, according to TechCrunch’s account of the company’s origins. Atomic now simulates supply-chain scenarios to help determine how much inventory a business needs and where it should hold it, then recommends or makes a response.
Rossiter described the challenge as a constant search among changing options. “AI can play the role of finding all of the best paths through that forest,” he told TechCrunch. The company says its platform is meant to connect business goals with daily decisions about what to buy, build or move.
DashMart puts automated purchasing to work
Atomic’s announcement says its software automates 90% of purchasing for DoorDash’s DashMart business. TechCrunch separately reported that former Tesla president Jon McNeill described DoorDash as running about 90% of its purchasing across hundreds of sites through the platform. The distinction matters: Atomic’s release specifies DashMart, rather than DoorDash’s entire operation.
The company also names Good Chop, Starface World, OOFOS, LMNT and Vincero as customers. Good Chop, the HelloFresh meat-box business, says Atomic helped it manage inventory as the business expanded. Atomic’s release says Good Chop cut inventory in half while more than doubling revenue.
“Atomic helped us keep inventory under control as we expanded the business. It's the core engine we use to plan supply and place purchase orders.”
Seb Tron, president of Good Chop, in Atomic’s announcement
Funding backs a broader operating system
Atomic says it will use the new capital to develop its platform from planning and decision support into a control system for day-to-day operations, and to support larger enterprise deployments. Its Nucleus AI agent platform is already used for tasks including sales-and-operations planning preparation, inventory questions and supply-risk checks, according to the announcement.
Adrian Schauer of Klass Capital and Matt McIlwain of Madrona will join Atomic’s board. The round brings Atomic’s total funding to just over $15 million, TechCrunch reported. McNeill told TechCrunch that the company’s annual recurring revenue had quintupled since the start of 2026, but did not disclose the underlying revenue figure.
Autonomy shifts the burden of trust
Atomic’s pitch goes beyond forecasting: software that can act on a plan rather than stop at a recommendation. That shift can reduce routine work for planners, but it also puts more weight on how a system handles changing demand, supply disruptions and decisions with financial consequences. The company’s announcement describes a goal of giving human teammates AI agents to extend their work; it does not say every customer decision runs without human oversight.
For now, the clearest public measure of adoption is the DashMart purchasing figure, alongside Atomic’s reported customer list and Good Chop’s stated inventory and revenue changes. The company has not disclosed its absolute recurring revenue or a breakdown of automated decisions across its customers.