What Daybreak does

Daybreak (Daybreak AI, Inc.) is an enterprise AI company that sells an AI-native supply chain planning platform to large global manufacturers and consumer goods companies. The platform replaces traditional planning software with two autonomous agents — Sol, which validates source data and structures planning inputs, and Dawn, which generates demand forecasts, applies judgment under policy bounds, and owns the resulting planning decision. Every decision and human override is scored against outcomes through Daybreak's proprietary Decision Quality Score and Override Value Score frameworks, and validated judgment is carried forward into subsequent planning cycles so that decision quality compounds rather than resets.

The company serves enterprise customers including SC Johnson, Honeywell, Dot Foods, SharkNinja, Calix, Pourri, and Rehlko, with a flagship reference implementation at a leading global CPG manufacturer that reports $7M per month in inventory reduction. Across the deployed customer base, Daybreak cites $40M+ in cumulative inventory freed, 12M+ planning decisions scored, and 98% of decisions auto-executed inside policy bounds, with only financially material exceptions routed to human planners. Reported technical performance includes a 7–9% improvement in forecast accuracy over unmodified statistical baselines and a 3–4% improvement over analyst consensus.

Daybreak's business model is a sales-led, founder-driven enterprise motion. Prospects are routed through a Calendly booking with the founding team and enter via a free 10-business-day override P&L scoring pilot before scaling to multi-year enterprise contracts. Pricing is not publicly disclosed; the platform is positioned as 'AI labor' rather than seat-based software, and enterprise deployments are supported by dedicated VP-level Enterprise Services and Customer Success functions. The company is headquartered in San Francisco with an engineering and data presence in Bengaluru, and has raised a $15M Series A led by TPG Growth and Dell Technologies Capital, alongside strategic investments from ServiceNow, Mitsubishi, and Honeywell.

Name

Daybreak

Legal name

Daybreak AI, Inc.

Website

https://daybreak.ai

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

101–250 employees

Short description

Daybreak is an AI-native supply chain planning platform that replaces traditional planning software with autonomous agents (Sol and Dawn) for large enterprise manufacturers and CPG companies, scoring every planning decision against outcomes and compounding judgment cycle-over-cycle.

Ownership category

akta.pro rank

Product category

Supply Chain Planning Software

NAICS

Software Publishers (5132), Computer Systems Design Services (541512)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

LLMOps & Generative AI Platforms (Prompt/Agent Orchestration, RAG) (HDAEANAD)

Keywords

• AI supply chain planning
• Autonomous decision agents
• Enterprise demand forecasting
• Inventory optimization platform
• Governed planning automation

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Enterprise Subscription (AI Labor Platform): Recurring enterprise SaaS contracts for the AI-native supply chain planning platform (Dawn + Sol agents). Sold as a governed planning operating model that replaces legacy planning software. Sales cycle starts with a 10-business-day override P&L pilot before scaling to full deployment, indicating a land-and-expand dynamic tied to financial outcomes.
2. Outcome-Linked Enterprise Engagement: Engagement economics tied to measurable customer outcomes (inventory reduction, forecast accuracy gains, working capital release, expedite-cost reduction). The 10-business-day pilot delivers an override P&L as the financial entry point for a multi-year enterprise contract.
3. Enterprise Services & Customer Success: Dedicated VP of Enterprise Services (Gretl Blodgett) and VP of Customer Success (Elyse Hallstrom) functions suggest professional services / deployment revenue bundled with platform contracts for enterprise onboarding and ongoing governance.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels7 records

Core offering

Daybreak is an AI-native enterprise platform that replaces traditional supply chain planning software with autonomous AI agents. Its two-agent architecture comprises Sol (the operator agent that validates and structures planning inputs) and Dawn (the planning agent that owns demand decisions under policy). The platform scores every decision against actual outcomes using its proprietary Decision Quality Score and Override Value Score frameworks, so that planning judgment compounds cycle-over-cycle instead of resetting.

Product overview

Daybreak is a unified AI labor platform for enterprise supply chain planning that replaces traditional planning software with autonomous agents. The platform combines two core agents — Sol, the operator agent that prepares and validates context, and Dawn, the planning agent that owns demand planning decisions — within a continuous Judgment Loop framework that scores every decision against outcomes, captures override value, and carries validated judgment forward into subsequent planning cycles. The platform serves enterprise customers across CPG, manufacturing, and consumer goods (including SC Johnson, Honeywell, Dot Foods, SharkNinja, Calix, Pourri, and Rehlko) by improving forecast accuracy, reducing safety stock, cutting expedite costs, and freeing working capital — reported at $7M/month in inventory reduction at a leading CPG manufacturer and $40M+ inventory freed across deployments.

Differentiator

Problem solved

Functional benefit

Products and services

• Daybreak AI Labor Platform Unified AI labor platform for enterprise supply chain planning that replaces traditional planning software with autonomous agents. Scores every planning decision against outcomes through the Judgment Loop framework, and serves enterprise customers across CPG, manufacturing, and consumer goods, with measured impact of $7M/month inventory reduction at a leading CPG manufacturer.
• Dawn Planning Agent Planning agent within Daybreak that owns the demand plan — reads every signal, generates predictions, applies judgment, and defends every decision; submits forecasts under policy and routes exceptions to human planners by financial impact (~$118K example).
• Sol Operator Agent Operator agent within Daybreak that prepares and validates context — validates source data, structures planning inputs, and flags integrity issues before any decision is made by Dawn.

Quantifiable outcome

• $7M per month in inventory reduction at a leading global CPG manufacturer (North America implementation).
• +7 more outcomes

Named customers8 records

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

AI capability10 records

Feature8 records

Partnerships

Three partnerships are on record, tiered core.

• SAPcoreTechnology or IntegrationData ingestion integration: Daybreak ingests demand, inventory, and shipment data from SAP ERP as a primary system of record for planning inputs. SAP logo featured on the product page ingestion list.
• SnowflakecoreTechnology or IntegrationData ingestion integration: Daybreak pulls 18-month POS sell-through history from Snowflake as part of the Sol operator agent's data preparation pipeline. Snowflake logo featured on the product page ingestion list.
• Microsoft (Excel, Outlook, Teams, SharePoint)coreTechnology or IntegrationData ingestion integrations: Daybreak ingests Q3 promo forecast workbooks from Excel, retailer buyer correspondence from Outlook, weekly S&OP standup notes from Microsoft Teams, and S&OP review decks and cycle minutes from SharePoint. Microsoft logos featured across the product page ingestion list.

Scale indicators11 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Kinaxis: Kinaxis (Maestro) is the closest direct peer to Daybreak — a dedicated supply chain planning platform serving large global enterprises. Daybreak's leadership team draws directly from Kinaxis, and the two compete head-to-head for enterprise demand-planning and S&OP workloads, though Daybreak positions its AI-labor/decision-ownership model as a step-change beyond Kinaxis's recommendation engine.
• o9 Solutions: o9 is an AI-native supply chain planning platform targeting the same enterprise S&OP and demand-planning buyers as Daybreak, with a comparable multi-tenant SaaS architecture. It is the most direct AI-driven planning competitor and serves as the obvious head-to-head when Daybreak pitches into CPG and industrial accounts.
• Blue Yonder: Blue Yonder is a major enterprise supply chain planning and execution suite with deep CPG and retail penetration. Like Kinaxis, several Daybreak founders/leaders originated from Blue Yonder, and the two compete for the same VP-of-Supply-Chain buyer; Daybreak differentiates by owning the decision via agents rather than delivering recommendations through traditional workflows.
• E2open: E2open is a supply chain orchestration and planning SaaS platform serving large global enterprises across demand planning, supply planning, and logistics. It competes with Daybreak for the same VP-of-Supply-Chain buyer and is a more traditional planning incumbent.

Broad incumbents

• SAP IBP: SAP Integrated Business Planning is the incumbent enterprise planning suite bundled with SAP S/4HANA and used by the largest global manufacturers and CPG companies. Daybreak must displace or coexist with SAP IBP in nearly every enterprise deal — the relationship is more about displacement/coexistence than head-to-head greenfield competition.
• Anaplan: Anaplan is an enterprise planning platform spanning supply chain, finance, and sales planning, with broad enterprise penetration and a connector ecosystem. It overlaps Daybreak's S&OP and demand-planning use cases but as part of a broader connected-planning portfolio rather than a planning-decision agent.
• Coupa Software: Coupa (now part of Thoma Bravo) is a broad supply chain and spend management platform that touches supply planning, procurement, and inventory decisions for large enterprises. Overlaps Daybreak's enterprise supply chain buyer, but as part of a much wider business spend management portfolio.
• Workday Adaptive Planning: Workday Adaptive Planning is the planning and forecasting module of the Workday enterprise cloud suite, used by finance and operations leaders for S&OP and demand planning. It overlaps Daybreak's enterprise planning buyer but as part of Workday's broader HCM/finance cloud portfolio.

Emerging players

• Celonis: Celonis is a process-mining and execution-management platform increasingly applied to supply chain and planning processes. It is a partial overlap to Daybreak — both sell AI-driven insight into operational decisions — but Celonis focuses on mining process data rather than autonomously owning planning calls.
• Palantir Technologies: Palantir's Foundry and AIP platforms are increasingly applied to enterprise supply chain decision automation across industrial and CPG buyers. They compete with Daybreak at the high end of agentic enterprise AI deployments but with a much broader data-platform scope rather than a planning-specific agent.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/daybreak-ai

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds5 records

Investors4 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Daybreak