TPG Growth and Dell Technologies Capital back Daybreak’s vision to redefine enterprise planning using AI agents. Waleed Ayoub joins as CTO.
Daybreak, the AI-native supply chain planning platform, announced a $15 million Series A investment round from TPG Growth and Dell Technologies Capital to accelerate its mission of eliminating $200B in global inventory waste. The company also announced the appointment of veteran AI executive Waleed Ayoub as Chief Technology Officer.
Today’s supply chain teams are trapped in outdated, rules-based planning systems that can’t adapt to market volatility—leading to a 28-day increase in inventory since 2010 for global manufacturers.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 exactly how each decision was made.
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“Today’s planning tools were built for a world that doesn’t exist anymore,” said Tim Krug, President of Daybreak. “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.”
“This isn’t just AI—it’s a new class of software,” said Waleed Ayoub, Chief Technology Officer. “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.”
Daybreak’s platform is already delivering more accurate forecasts and faster, higher-quality decisions at global CPG and industrial companies. Unlike black-box tools, Daybreak offers explainable AI that plugs into existing systems, delivering measurable ROI—often in just a few months.
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The investment will accelerate Daybreak’s roadmap across three strategic areas:
- ML Ops Industrialization – Building domain-specific pipelines that deliver faster, more accurate predictions at lower cost by industrializing machine learning operations across common planning workflows.
- Decision Intelligence – Enhancing Daybreak’s explainable AI engine to surface probabilistic risks, incorporate human judgment, and improve decision quality across complex trade-offs.
- Agent Ecosystem Expansion – Scaling a swarm of intelligent AI agents that automate repetitive tasks, interact via natural language, and continuously learn from every decision to improve speed and efficiency.
“Investing behind agentic AI is a key thematic priority for us at TPG,” said Nehal Raj, Partner at TPG. “Daybreak is building the agentic AI intelligence layer that supply chains need to be successful.”
“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,” said Scott Darling, President at Dell Technologies Capital. “For supply chains, Daybreak is leading the charge by delivering clarity at speed to the people shaping supply chain strategy across the enterprise.”
“What excites me most is the team,” said Stephen Collins, CEO. “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.”
