Daybreak, an AI-native supply chain planning platform, announced a $15 million Series A investment round from TPG Growth and Dell Technologies Capital to advance its mission of eliminating global inventory waste. The company also revealed the appointment of veteran AI executive Waleed Ayoub as Chief Technology Officer.
Problem being addressed: Supply chain teams are trapped in outdated, rules-based planning systems that can’t adapt to market volatility, leading to a 28-day increase in inventory since 2010 for global manufacturers. Daybreak rescues planners from this daily chaos with autonomous AI agents that surface risk, prioritize where intervention is most likely to add value, and show precisely how each decision was made.
Daybreak’s platform delivers accurate forecasts and higher-quality decisions to global CPG and industrial companies. And unlike black-box tools, Daybreak offers explainable AI that plugs into existing systems, delivering measurable ROI—often in just a few months.
How the funding will be used: The funding will be used to accelerate Daybreak’s roadmap across three strategic areas:
1.) ML Ops Industrialization – Building domain-specific pipelines that deliver faster and more accurate predictions at lower cost by industrializing machine learning operations across common planning workflows.
2.) Decision Intelligence – Enhancing Daybreak’s explainable AI engine to surface probabilistic risks, incorporate human judgment, and improve decision quality across complex trade-offs.
3.) Agent Ecosystem Expansion – Scaling many intelligent AI agents that automate repetitive tasks, interact via natural language, and continuously learn from every decision to improve speed and efficiency.
KEY QUOTES:
“Today’s planning tools were built for a world that doesn’t exist anymore. We’re not incrementally improving today’s tools—we’re fundamentally changing how predictions are generated and decisions are made. Our goal is simple: create more time for people, more profit for businesses, and less waste for the planet.”
Tim Krug, President of Daybreak
“This isn’t just AI—it’s a new class of software. Our agents continuously learn, adapt, and act so planners can focus on the strategic calls that create value—for the business, for their teams, and for the world.”
Waleed Ayoub, Chief Technology Officer
“Investing behind agentic AI is a key thematic priority for us at TPG. Daybreak is building the agentic AI intelligence layer that supply chains need to be successful.”
Nehal Raj, Partner at TPG
“The power of agentic AI is in its ability to make the complex simple. Over the next few years, we’ll witness its profound impact across every business function. For supply chains, Daybreak is leading the charge by delivering clarity at speed to the people shaping supply chain strategy across the enterprise.”
Scott Darling, President at Dell Technologies Capital
“What excites me most is the team. From Michael Ciatto, who led 200+ supply chain transformations, to Trevor Miles, who helped shape Kinaxis and i2, to Waleed and Tim—these are people who’ve delivered for the world’s biggest supply chains and know how to win.”
Stephen Collins, CEO
