Ovlo

What do they actually do

Ovlo builds custom, no‑code AI agents that plug into a company’s existing supply‑chain stack (ERPs, email, spreadsheets, chat) to automate specific workflows like demand forecasts, supplier compliance checks, invoice/PO reconciliation, and inventory updates. They position the product as an add‑on “AI layer” with connectors to systems such as NetSuite, Microsoft Business Central, Gmail, Google Sheets, Slack, and “20+” other tools, plus a zero‑code workflow builder (ovlo.ai).

Today the company sells via a hands‑on, services‑heavy motion: a prospect books a demo, the team builds and integrates a custom agent, tests it, and targets go‑live in about two weeks (ovlo.ai; YC profile). Public signals suggest an early stage team (two founders in YC W25) with bespoke deployments rather than a large self‑serve base; there are no published case studies or pricing on their site as of now (YC profile; ovlo.ai). Note: older third‑party pages referencing an “Ovlo – AI Product Search” shopping widget likely refer to a different or earlier product and should not be confused with the current supply‑chain automation focus (Shopify app listing; YC profile).

Who are their target customer(s)

• Supply‑chain manager at a mid‑market manufacturer using an ERP: They spend hours reconciling inventory counts and updating stock levels across ERP, email, and spreadsheets, leading to stockouts or excess inventory. Ovlo pitches connector‑driven agents to automate those updates (ovlo.ai).
• Head of procurement at a distributor or wholesaler: Supplier certificates and compliance docs are manually checked from email and file shares, slowing onboarding and risking noncompliance. Ovlo advertises prebuilt certificate/compliance validation agents to automate these checks (ovlo.ai).
• Finance/AP manager handling many POs and invoices: Exception‑heavy invoice/PO reconciliation requires manual matching, chasing, and corrections before payments. Ovlo lists automated invoice/PO reconciliation as a core agent capability (ovlo.ai).
• Demand planner at a consumer goods or retail business: Forecasts live in spreadsheets and get updated slowly, causing wrong orders and reactive adjustments. Ovlo positions agents for demand forecasting and inventory optimization to standardize and speed this work (ovlo.ai).
• IT/operations lead responsible for automation: They need safe, auditable automations that work with existing ERPs. Today’s options are often bespoke and hard to scale; Ovlo’s hands‑on deployment and add‑on agent approach aim to reduce risk while integrating into the current stack (ovlo.ai; YC profile).

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

• First 10: Founder‑led, high‑touch pilots via YC/network intros and targeted outbound to supply‑chain, procurement, and finance leaders at mid‑market manufacturers/distributors; run demos, build a bespoke agent, and aim to go live in ~2 weeks with clear before/after metrics (ovlo.ai; YC profile).
• First 50: Productize the most common bespoke deployments into 3–5 templates, hire a small implementation team, and scale targeted outbound to firms on the same ERPs/tools; secure 2–3 case studies to shorten sales cycles (ovlo.ai).
• First 100: Launch template‑first self‑serve/low‑touch onboarding with hardened connectors and audit/permissioning; add ERP integrator/VAR partners, marketplace listings, and standardized pricing to move from bespoke projects to repeatable deals (ovlo.ai).

What is the rough total addressable market

Top-down context:

A conservative TAM is the global supply‑chain management (SCM) software market at roughly USD ~33B in 2024, which aligns with Ovlo’s add‑on agent layer for planning and execution stacks (Gartner — SCM 2024). An inclusive, upper‑bound view that also considers procurement, AP automation, and RPA raises potential reach to the high‑40s in billions but overlaps heavily (Fortune Business Insights — procurement; Grand View Research — AP automation; Gartner — RPA).

Bottom-up calculation:

Illustrative: focus on mid‑market manufacturers/distributors in initial geographies. If 5,000 target firms are in reach, with a $40k average annual subscription + support per customer and a 10% penetration over several years, that implies a $20M serviceable obtainable market in the near term, expanding as templates/connectors enable broader reach. This is a planning model, not a census.

Assumptions:

• Initial go‑to‑market focuses on mid‑market ERP users (e.g., NetSuite, Microsoft BC).
• Average contract value includes software + light implementation; heavier services billed separately.
• Penetration ramps as deployments shift from bespoke builds to reusable templates and lower‑touch installs.

Who are some of their notable competitors

• UiPath: Enterprise RPA and document‑understanding platform used to build bots that extract data from invoices/emails and post to ERPs; overlaps with Ovlo on invoice/PO matching and ERP updates but is a broader, IT‑led automation stack (UiPath supply chain, IDP).
• Workato: iPaaS for integrations and automations with many prebuilt connectors and “recipes”; competes on cross‑app orchestration but is focused on reusable integrations rather than supply‑chain‑specific agent templates (Workato, connectors).
• HighRadius: Finance/AP automation platform that handles invoice capture, three‑way matching, exceptions, and ERP posting; a direct competitor for invoice/PO reconciliation use cases (HighRadius AP automation).
• Kinaxis: Supply‑chain planning platform for demand planning, scenarios, and inventory optimization; overlaps with Ovlo on forecasting and inventory workflows for planners (demand planning, inventory optimization).
• Coupa: Procurement and supplier management suite covering onboarding, certification, risk, and procure‑to‑pay; overlaps on supplier compliance automation but is a full procurement platform with portals and networks (supplier risk & performance, platform overview).