Doe

What do they actually do

Doe builds task‑specific AI agents that plug into the existing systems of private‑equity‑backed, multi‑site service groups (starting with dental). The product is in early access, delivered via hands‑on pilots rather than self‑serve; teams request a demo or join a waitlist, and YC’s description notes active pilots with PE groups and their portfolio companies doe.so Y Combinator.

In live workflows, Doe connects to practice‑management software, ERPs/finance systems, email and supplier portals (the site says it “works with 100+ products”). Agents detect low inventory or pricing issues, create or recommend orders from approved suppliers, route approvals, update ERP/finance records, and produce location‑level profitability and anomaly reports for finance leaders. Outputs include provenance so teams can see the data sources and calculations behind an answer doe.so Y Combinator.

Deployment is enterprise‑oriented: options for zero‑data‑retention, private‑cloud, SSO/SCIM, SOC 2 Type II and encryption are highlighted. The near‑term outcome they aim to deliver is replacing manual analyst work with automated analysis and actions that improve procurement discipline and give CFOs clearer, faster EBITDA visibility across locations doe.so Y Combinator.

Who are their target customer(s)

• Private‑equity operating teams that run roll‑ups: They need repeatable ways to standardize operations and lift margins across disparate systems but today rely on manual reporting and ad‑hoc decisions stitched across tools.
• Dental service organization (DSO) executives and COOs: They manage many clinics with inconsistent inventory and ordering practices, causing stockouts, overspend, and time spent coordinating suppliers and approvals.
• Procurement managers at multi‑site healthcare roll‑ups: Ordering and approvals are handled location‑by‑location, making consolidated purchasing compliance and best‑price execution slow and error‑prone.
• Finance leaders / CFOs of PE‑backed roll‑ups: They lack timely, reliable location‑level profitability and anomaly reporting, making it hard to spot cost issues or prove EBITDA improvements to owners.
• Operations analysts and site managers: They pull data from PMS/ERPs and email into spreadsheets instead of acting on insights, delaying fixes and obscuring recurring problems.

How would they acquire their first 10, 50, and 100 customers

• First 10: Founder‑led, warm‑intro pilots with PE firms and their dental roll‑ups; hands‑on onboarding and a short ROI readout (time saved in procurement and improved profitability visibility) to prove value quickly doe.so Y Combinator.
• First 50: Productize the early pilot playbooks (procurement, approvals, profitability reports), add standard integrations for common PMS/ERPs, and run a small outbound + implementation pod to onboard DSOs and adjacent PE roll‑ups faster doe.so Y Combinator.
• First 100: Layer channel/connectors with key PMS/ERP vendors and PE platforms, publish measured case studies, and sell portfolio‑wide rollouts. Support this with conference presence and a lighter‑weight self‑serve path for simpler DSOs doe.so Y Combinator.

What is the rough total addressable market

Top-down context:

DSO affiliation is rising in the U.S.; ADA HPI data indicate growing consolidation, with external summaries citing ~13.8% of dentists affiliated with DSOs in 2023 ADA HPI overview Benevis citing ADA HPI. Veterinary services are a ~$66B U.S. market with ongoing consolidation, underscoring the presence of multi‑site corporate groups that mirror the dental roll‑up model Ankura/IBIS.

Bottom-up calculation:

Initial wedge: U.S. DSOs and corporate veterinary groups. The ADA counted ~203,631 practicing dentists in 2023; at ~13.8% DSO affiliation ≈ ~28k DSO‑affiliated dentists. Assuming ~1.5 dentists per DSO practice implies ~19k DSO locations ADA HPI PDF Benevis citing ADA HPI. U.S. veterinary practices total ~32k–34k; assuming ~30% corporate yields ~10k locations Mansfield Advisors Otto/Brakke. That’s ~29k addressable locations. At an estimated $10k per site per year for procurement/analytics agents, the initial TAM is ≈ $290M.

Assumptions:

• Average dentists per DSO practice ≈ 1.5, used to convert DSO‑affiliated dentists to locations.
• ~30% of U.S. veterinary clinics are corporate‑owned in 2025 (within cited 25%–40% range).
• Average annual price ≈ $10k per location for Doe’s agent bundle (procurement, approvals, analytics).

Who are some of their notable competitors

• Coupa: Enterprise procure‑to‑pay suite for sourcing, supplier management, inventory and AP automation. Strong for centralized, audited procurement, but it’s a general P2P platform versus vertical, agent‑driven workflows for PE roll‑ups.
• Procurify: Mid‑market procure‑to‑pay focused on approvals, POs, receiving and spend visibility. Faster to roll out than large suites, but centered on P2P workflows rather than cross‑system autonomous agents and PE‑specific playbooks.
• UiPath: Enterprise RPA that automates UI/API tasks across systems. Powerful execution layer, but typically requires heavy implementation and orchestration rather than shipping prebuilt, vertical agent templates with governance out of the box.
• Workato: iPaaS with extensive connectors and recipe‑based automations. Great for integrations and cross‑system workflows, but customers or integrators build recipes; it’s not an out‑of‑the‑box autonomous AI workforce for PE roll‑ups.
• Domo: Data integration and BI with many prebuilt connectors. Useful for consolidating location‑level financials and surfacing anomalies, but it doesn’t run autonomous ordering, approvals, or reconciliations across systems.