What Vividly does

Vividly is a trade promotion management (TPM) SaaS platform purpose-built for consumer packaged goods (CPG) brands, founded in 2017 and headquartered in Spring, Texas. The company unifies trade planning, forecasting, trade promotion optimization, deduction management, demand planning, foodservice, cash application, and trade spend analytics in a single connected system, targeting mid-market CPG brands running 500–25,000 promotions per year and 500–100,000 deductions per year, with selected enterprise adoption (e.g., Liquid Death, Harry's, Amy's, Dr. Bronner's). As of 2025 the platform supports 150+ active brands, 3,500+ CPG professionals, and $5B+ in trade planned, with 100+ implementations completed and zero failures.

The company's technical backbone is Transcend AI, a proprietary AI layer trained on a unique dataset combining millions of CPG promotion plans, matched POS performance, and deduction outcomes, and using a combination of machine learning, neural networks, OCR, and large language models embedded across the trade-to-cash cycle. The platform integrates with major ERPs (NetSuite, with custom integrations), syndicated POS data (SPINS, IRI, NielsenIQ), retailer portals (Walmart, Target, Whole Foods, Kroger, Costco), distributors (KeHE, UNFI, Core-Mark, DOT), and banks via Plaid. Vividly is the only modern TPM vendor with both SOC 1 Type II and SOC 2 Type II compliance.

Vividly monetizes primarily through annual SaaS subscriptions on quote-based Growth and Scale tiers, supplemented by professional services for implementation, a customer success and education program (Vividly University), and a managed 90-person dispute services team that recovers invalid deductions on the customer's behalf using direct retailer and distributor relationships. The company has raised approximately $57M in total disclosed funding across a 2021 seed, a 2022 Series A co-led by Vertex Ventures US, a 2024 SEC exempt offering, and a $30M Series B in January 2025 led by Centana Growth Partners to accelerate the Transcend AI roadmap.

Name

Vividly

Legal name

VIVIDLY INC.

Website

https://govividly.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

101–250 employees

Short description

Vividly is a trade promotion management SaaS platform that unifies trade planning, forecasting, deduction management, demand planning, foodservice, and cash application for mid-market and selected enterprise consumer packaged goods brands, augmented by a proprietary Transcend AI layer and a 90-person managed dispute services team.

Ownership category

akta.pro rank

Headquarters

HQ city

Spring

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, Others

Revenue model

1. SaaS Subscription (Trade Promotion Management Platform): Recurring SaaS revenue from licensing Vividly's TPM platform (Growth and Scale tiers) to CPG brands. Pricing is quote-based / not publicly disclosed; the website directs prospects to 'Request a Demo' rather than publishing price points. Bundles multiple modules — trade planning, forecasting, deduction management, demand planning, foodservice, cash application, and the Transcend AI layer.
2. Professional Services - Implementation and Customer Success: Revenue from implementation services, training (Vividly University), and ongoing customer success engagements. Includes 4-8 hours of dedicated training per tier, office hours, weekly optimization sessions, and quarterly business reviews. Implementation averages 3 months (range up to 6 months max) across 100+ deployments.
3. Deduction Dispute Services: Managed service revenue from a 90-person dispute team that recovers invalid deductions and chargebacks on behalf of customers, with direct relationships at Walmart, KeHE, UNFI, and hundreds of other retailers/distributors. Stays on disputes until resolved; this is the 'dispute filed vs dispute won' differentiator.

Pricing tiers

Go-to-market motion1 record

Marketing channels7 records

Core offering

Vividly sells a unified Trade Promotion Management (TPM) software platform for consumer packaged goods (CPG) brands, augmented by a proprietary Transcend AI layer. The platform covers trade planning, forecasting, optimization, deduction management, demand planning, foodservice, insights and analysis, and AI-powered cash application in a single connected system, and is paired with a 90-person managed Deductions Services team that recovers invalid retailer and distributor deductions on behalf of customers.

Product overview

Vividly offers a single unified Trade Promotion Management (TPM) platform for CPG brands, augmented by the Transcend AI intelligence layer and supported by managed Deductions Services. The core Vividly platform consolidates Trade Planning, Trade Forecasting, Trade Promotion Optimization, Deduction Management, Insights & Analysis, Demand Planning, Foodservice Management, and Cash App (Cash Application) into one connected system that covers the full trade-to-cash cycle. On top of that core platform sits Transcend AI, which embeds AI capabilities (Predictive Lift, Scenario Planning, Promotion Optimization, Automated Deduction Processing, In-Platform AI Agent, and Promotion Form Creation & Submission) across every module. Implementation & Customer Success and Vividly University deliver onboarding and training, while the Deductions Scanning Module serves as a standalone add-on for complex PDF bill-back reconciliation, and the managed Deductions Services team provides dispute recovery backed by direct retailer and distributor relationships.

Differentiator

Problem solved

Functional benefit

Brands

• Transcend AI: Vividly's AI layer embedded across the trade-to-cash cycle, covering forecasting, promotion planning, deduction management, and form submission; trained on a proprietary CPG dataset.

Products and services

• Vividly Trade Promotion Management Platform Unified trade promotion management platform for CPG brands combining trade planning, forecasting, optimization, deduction management, demand planning, foodservice, insights and analysis, and cash application in a single connected system, sold as a SaaS subscription (Growth and Scale tiers).
• Trade Planning Centralized platform module for building and managing the full trade calendar with AI-powered volume forecasts, historical performance data, and unified visibility across retailers, distributors, and foodservice operators.
• Trade Forecasting
• Trade Promotion Optimization AI-powered optimizer that generates optimal promotion campaigns from scratch based on budget, objective (ROI, volume, or gross margin), and constraints, with mid-year replanning and scenario comparison before committing to live plans.
• Deduction Management End-to-end deduction workflows that automate detection of invalid claims, threshold-based auto-approval of valid deductions, automated routing of disputes to the right team members, and recovery of disputed dollars (up to 10% of trade spend).
• Insights and Analysis (Trade Spend Analysis) Reporting dashboards that surface KPIs, ROI by promotion, customer/SKU/promotion-type segmentation, actuals vs. expected comparisons, bump chart with retroactive lift, and live accruals interface.
• Demand Planning Unifies demand planning, supply forecasting, and materials requirements planning into one platform driven by the trade promotion calendar, supporting S&OP processes for mid-market CPG brands.
• Foodservice Management Manages GPO agreements, distributor contracts, and operator deals in a single platform; prevents duplicate rebates (double-dipping) across GPO participation, distributor data, and deviated pricing.
• Cash App (Cash Application) AI-powered cash application that reads check remits, extracts payment data, automatically posts to the ledger, and matches payments to invoices with intelligent discrepancy flagging and real-time two-way ERP sync.
• Transcend AI (Vividly AI) AI layer embedded across the entire trade-to-cash cycle, including Predictive Lift, Scenario Planning, Promotion Optimization, Automated Deduction Processing, In-Platform AI Agent, and Promotion Form Creation and Submission, built on a proprietary dataset combining CPG promotion plans, POS performance, and deduction outcomes.
• Implementation and Customer Success Structured implementation service getting brands live in under 90 days (3-month average) versus a 7-9 month industry average, with unlimited training, weekly optimization sessions, quarterly business reviews, and access to Vividly University.
• Deductions Scanning Module Standalone add-on module that collates complex PDF deduction files (e.g., 100+ page retailer scan and coupon bill backs) with an Excel-based output for reconciliation; referenced as a separate pricing entry.
• Vividly University Self-serve learning portal with 100+ video tutorials walking through every section of the software, led by Vividly's co-founders, plus best practices and advanced strategy content from real brands.
• Deductions Services (managed service) Managed 90-person dispute team that handles backup, reconciliation, and dispute follow-up for customers; brings direct relationships at Walmart, KeHE, UNFI, and hundreds of other retailers and distributors to recover invalid deductions.

Quantifiable outcome

• Health-Ade disputed $1.1M in deductions and recovered $700K in one year; reduced processing time from 60 days to 30 days; at least 25% staff time savings.
• +13 more outcomes

Named customers26 records

Segments8 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration15 records

AI capability12 records

Feature11 records

Scale indicators12 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• UpClear: UpClear is a cloud trade promotion management platform purpose-built for consumer goods brands, covering planning, optimization, deduction management, and settlement across retail and foodservice channels — directly overlapping Vividly's product surface and target customer (CPG brands, particularly in food/beverage, health and beauty, and home).
• Blacksmith Applications: Blacksmith Applications provides trade promotion management and retail execution software for CPG brands, with deep coverage of trade planning, deduction management, and field sales enablement — competing head-to-head with Vividly for the same mid-market CPG customer and use cases.
• AFS Technologies (including Excedra/Exceedra): AFS Technologies offers trade promotion management, retail execution, and direct store delivery solutions for consumer goods companies; its Excedra TPM module is one of the longest-standing CPG trade promotion platforms and competes directly with Vividly across planning, optimization, and deduction management.
• RELEX Solutions: RELEX Solutions provides unified supply chain and retail planning software, including trade promotion optimization and demand planning for CPG and grocery — overlapping with Vividly's trade forecasting, promotion optimization, and demand planning modules for similar mid-market CPG customers.
• Aforza: Aforza is a cloud trade promotion management and retail execution platform built natively on Salesforce for consumer goods companies, covering trade planning, promotion management, and field execution — directly comparable to Vividly for CPG brands modernizing off legacy TPM systems.

Broad incumbents

• SAP (Trade Promotion Management / Vistex): SAP's Trade Promotion Management and Vistex solutions offer enterprise-scale TPM capabilities integrated with SAP ERP, targeting large CPG manufacturers; a broad incumbent with deeper enterprise footprint but heavier implementations than Vividly's mid-market focus.
• Oracle Retail Trade Management: Oracle's retail and trade management offerings are part of its broader Oracle Retail and ERP suite, used by large CPG and grocery companies for trade promotion planning and deduction management — a broad incumbent competing at the enterprise end of the market where Vividly is expanding.
• o9 Solutions: o9 Solutions provides an AI-powered integrated planning platform for supply chain, demand, and trade promotion optimization across CPG and retail — a broader planning suite that overlaps with Vividly's forecasting, promotion optimization, and demand planning modules.
• Anaplan: Anaplan is a connected planning platform used by CPG companies for trade promotion planning, sales planning, and revenue management — a broad incumbent with overlapping trade planning use cases but a horizontal planning positioning rather than CPG-specialized TPM.

Others

• Tredence (CPG analytics and trade services): Tredence is a data analytics and AI services firm serving CPG brands on trade promotion, demand forecasting, and supply chain analytics — adjacent to Vividly as an ecosystem participant and systems integrator rather than a direct TPM competitor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/govividly

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds5 records

Investors8 records

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

M&A

Investments

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

Frequently asked questions about Vividly