Ex-Tesla planners raise $12.5M from Klass Capital and Madrona to let AI place company orders

Atomic has raised a $12.5 million Series A led by Klass Capital and Madrona Venture Group, with Adrian Schauer and Matt McIlwain joining the board. But a recent SEC filing suggests the company sold $18.5 million, which is about $6 million more than the round Atomic announced. That mismatch will get attention, even if the bigger story is the product itself.

The Boston startup comes from three former Tesla planning leaders: Michael Rossiter, Neal Suidan and Jeff Goodrich. They ran sales and operations planning during the Model 3 ramp-up and built a 50-person planning engineering group there. Atomic was incubated at DVx Ventures, the firm founded by former Tesla president Jon McNeill, who worked with the team at Tesla.

Atomic’s pitch is simple enough to explain and hard enough to build: turn planning logic into orders. The company says its software gives teams a model of their business at the product level, shows the reasoning behind recommendations, and then hands more work to AI agents as trust builds. It says customers can deploy its S&OP layer in about 30 days using data they already have, and that it runs alongside existing ERP systems rather than replacing them.

The live example is DoorDash’s DashMart business, where Atomic says its software now automates 90% of purchasing across hundreds of sites. DashMart reportedly moved from a legacy software-as-a-service vendor to Atomic in about three months, and its team used Atomic’s AI to build new logic for primary and backup suppliers in roughly an hour before applying that logic to daily purchases. Atomic says that shifted more volume to primary suppliers and improved gross margins.

There’s also Good Chop, HelloFresh’s meat box subscription business, where Atomic says inventory on hand fell from eight or nine weeks to four while revenue more than doubled and the distribution network and product range expanded. The company says its Nucleus agent platform is already used daily for S&OP prep, inventory questions and supply-risk checks. It’s a crowded area, with Lyric, Freehand, Didero, Magentic, Pelico, Kinaxis and Doss all pushing into nearby territory, but Atomic is betting that the link between planning logic and the actual order is the part that matters most.