What Claret does

Claret is an integrated supply chain planning platform purpose-built for the beverage alcohol industry, headquartered in Napa, California and operating as a brand under parent company ZAMapps. Founded in 2020 by CEO Shawn Zizzo, the company delivers a modular SaaS platform covering the Farm–Make–Pack–Sell supply chain with eight modules: Crop Supply Planning, Make Planning, Inventory Workbench (Internal and Partner variants), Forecast Workbench, Sales Collaboration, Long Term Planning, Distributor Planning, and an AI Assistant. The product is differentiated by deep BevAlc-specific workflows including vintage planning, grape-to-blend hierarchy reconciliation, and three-tier distributor management, replacing fragmented spreadsheet-based planning with a single source of truth.

Underlying technology includes a proprietary hierarchical reconciliation engine that automatically propagates planning inputs from any Item or Customer Group level down to the lowest Item @ Customer Group granularity, plus an R-based statistical forecasting stack (AR, ARIMA, ETS, Naïve, TSLM, VAR) and AI-driven blend optimization under the Profit Maximizer consulting service. Claret exposes public RESTful APIs (Sales, Inventory, Supply Plans) and integrates with BevAlc-specific systems (Vintrace, Winemaker's Database, VIP) and enterprise ERPs (Microsoft Dynamics, JD Edwards).

The company monetizes through SaaS subscriptions priced on production scale and complexity and through a tiered consulting service (Profit Maximizer: $9K-$39K+ based on case volume) targeting enterprise and mid-market wineries, with stated expansion into distilleries and breweries. Distribution combines direct enterprise sales, a self-serve trial, and content-led demand generation via blog, ROI calculator, S&OP guide, and industry event presence. The company is privately held, bootstrapped with no disclosed venture funding, and shipped 60 product releases in 2025.

Name

Claret

Legal name

Claret

Website

https://claret.app

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Claret is a Napa-based SaaS company, operating under ZAMapps, that provides an AI-enabled supply chain planning platform purpose-built for wineries, distilleries, and breweries across the Farm-Make-Pack-Sell value chain.

Ownership category

akta.pro rank

Headquarters

HQ city

Napa

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. SaaS Subscription - Core Platform: Annual or monthly subscription for access to the Claret supply chain planning platform. Pricing is determined by production scale, items' complexity, and customer mix across various channels. Includes access to core modules like Crop Supply Planning, Make Planning, Inventory Workbench, Forecast Workbench, Sales Collaboration, and Long Term Planning.
2. Profit Maximizer Consulting Service: Specialized consulting service for wine blend optimization with tiered pricing based on case volume. Tier 1 (<500K cases) starts at $9K, Tier 2 (500K-1M cases) starts at $19K, Tier 3 (1M+ cases) starts at $39K. Includes AI-powered analysis and strategic guidance for finding the most profitable blending pathways.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels8 records

Core offering

Claret provides an integrated, AI-enabled supply chain planning platform purpose-built for the beverage alcohol industry, covering Farm (crop), Make (production), Pack (inventory), and Sell (sales) tiers with modules for crop supply, make planning, inventory workbench, forecasting, sales collaboration, distributor planning, and long-term planning. The company also offers Profit Maximizer, a specialized AI-driven consulting service that optimizes wine blending pathways. Customers subscribe to cloud-based software with tiered pricing and may engage consulting services for blend optimization.

Product overview

Claret is a unified supply chain planning platform purpose-built for the beverage alcohol industry, featuring a modular architecture with eight interconnected modules. The core Sell modules include Sales Collaboration (collaborative demand planning), Long Term Planning (multi-year budget/forecast building), and Forecast Workbench (AI-powered statistical forecasting using AR, ARIMA, ETS, VAR, TSLM, and Naïve models). The Pack and Make modules include Inventory Workbench (Internal and Partner variants for finished goods inventory management) and Make Planning (production scheduling). The Farm module covers Crop Supply Planning (grape supply visualization). An AI Assistant provides conversational support across all modules. Additionally, a consulting service called Profit Maximizer offers AI-powered wine blending optimization using a 4-step discovery, analysis, development, and evaluation methodology.

Differentiator

Problem solved

Functional benefit

Brands

• Claret Profit Maximizer: A specialized consulting service dedicated to helping wine companies find the most profitable pathways for their grapes or wine lots to final blend, utilizing AI and data-driven strategies.
• AI Assistant

Products and services

• Sales Collaboration A collaborative platform enabling beverage alcohol sales teams to build demand plans at any level in the Item and Customer Group hierarchies, with automatic reconciliation down to the lowest Item @ Customer Group level.
• Long Term Planning Module for building demand plans spanning years, supporting annual budgets or quarterly estimates with flexible entry at any hierarchy level and automatic reconciliation.
• Forecast Workbench Statistical forecasting tool using multiple models (AR, ARIMA, ETS, Naïve, TSLM, VAR) with R-based techniques to generate demand forecasts from historical sales data, with automatic model selection or manual override options.
• Inventory Workbench - Internal Internal inventory management module that balances forecast demand and optimizes inventory strategies to ensure right products at the right time, managing finished goods inventory positions.
• Inventory Workbench - Partner Partner-facing inventory management module for tracking and managing inventory positions at partner/distributor locations, integrating with distributor planning workflows.
• Make Planning Production planning module for managing wine production schedules, tracking work-in-process (WIP), and aligning production with sales forecasts and inventory positions.
• Crop Supply Planning Module for visualizing crop demand and supply over time, identifying potential surpluses or deficits across financial years based on plans in Make Planning.
• Distributor Planning Module for planning and managing distributor relationships and inventory within the three-tier beverage alcohol distribution network.
• AI Assistant Conversational AI assistant integrated across Claret modules to provide intelligent support for supply chain planning decisions in the beverage alcohol industry.
• Profit Maximizer Specialized consulting service combining industry expertise with AI and data-driven strategies to help wine companies find the most profitable pathways for grapes or wine lots to final blend, using a 4-step process: Discovery, Analysis, Development, and Evaluation.

Quantifiable outcome

• Reduce cost of inventory by 10%
• +3 more outcomes

Named customers9 records

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability4 records

Feature6 records

Partnerships

One partnership is on record.

• ZAMappscoreStrategic or Co-development PartnerParent company and creator of Claret. ZAMapps designed and maintains the Claret platform, bringing supply chain planning expertise to the beverage alcohol industry.

Scale indicators4 records

Recent moves5 records

Expansion highlights6 records

Direct peers

• Vintrace: Wine-industry production tracking and winery management software used by many of the same winery customers as Claret. Directly comparable because both target vineyard-to-bottle operational data, and Vintrace is also a Claret integration partner, meaning the two compete for the planning vs. execution layer of the winery tech stack.
• Encompass Technologies: ERP and operational software provider for beverage alcohol producers (wineries, breweries, distilleries). Comparable to Claret because both serve the same vertical with software that touches production, inventory, and compliance workflows that Claret's planning platform overlays.

Broad incumbents

• Blue Yonder: End-to-end supply chain planning and execution platform with deep penetration in CPG, retail, and consumer goods. Comparable to Claret because Blue Yonder's demand, inventory, and S&OP planning capabilities compete for the same enterprise planning workload in beverage alcohol customers.
• Anaplan: Connected planning platform used for sales, finance, and supply chain planning across consumer industries including CPG and beverage. Comparable because Anaplan is frequently the incumbent planning tool that mid-market and enterprise customers are looking to replace with Claret's vertical-specific workflow.
• ToolsGroup: Supply chain planning vendor known for probabilistic forecasting and inventory optimization, frequently used by retailers and CPG companies with complex product portfolios. Comparable to Claret because ToolsGroup frequently competes for the same demand-forecasting and inventory-optimization budget at mid-market and enterprise customers.
• Kinaxis: Supply chain planning vendor (Maestro) used by large CPG and beverage producers for S&OP, demand, and supply planning. A relevant peer because Kinaxis sells into the same CIO/CFO buyer at large beverage alcohol companies that Claret targets, often as an alternative in enterprise evaluations.
• SAP (Integrated Business Planning): SAP IBP is the dominant enterprise S&OP and supply chain planning suite, often deployed alongside SAP ERP systems that are common at large beverage alcohol companies. Closely comparable because SAP IBP competes for the same planning budget that Claret targets inside large wineries and distilleries.
• o9 Solutions: AI-native integrated business planning platform spanning demand, supply, and integrated business planning across industries. A potential substitute for Claret's value proposition because large enterprise BevAlc customers could adopt o9's generalized planning platform instead of a vertical SaaS.

Emerging players

• Netstock: Cloud-based supply chain and demand planning platform targeted at mid-market distributors and manufacturers. Comparable to Claret because Netstock often sits as the SMB/mid-market substitute for traditional S&OP suites when customers evaluate simpler, faster-to-deploy planning tools.
• Sovos (ShipCompliant): Compliance and tax automation software purpose-built for the beverage alcohol industry (including the legacy ShipCompliant product). Comparable because Sovos is a credible BevAlc-specialized software vendor that, like Claret, monetizes vertical depth in the same customer base, though its focus is regulatory rather than supply chain planning.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xtwitter.com/claretplan
• LinkedInlinkedin.com/company/claretplan
• Instagraminstagram.com/claretplan

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

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 Claret