Dave Clark, the architect of Amazon’s delivery network and former Flexport CEO, is accelerating his next venture. His supply-chain software company, Auger, has closed a $50 million Series B led by Eclipse with participation from existing investor Oak HC/FT, bringing total capital raised to about $150 million as the firm scales its product and sales teams.
From Amazon to Auger
Clark launched Auger in late 2024 after a 23-year tenure at Amazon and a short period leading Flexport. The startup now counts roughly 130 employees and positions itself at the intersection of logistics expertise and AI-driven automation, targeting complex global enterprise supply chains.
What Auger does
Auger provides enterprise software that overlays existing ERP, warehouse management, transportation management and demand-planning systems to create a unified operational layer. AI agents continuously analyze that aggregated data to execute routine supply-chain decisions autonomously and flag exceptions for human review, reducing manual intervention in day-to-day execution.
Customers and traction
The company lists Fanatics, Meta’s Reality Labs, and Kimberly‑Clark among its customers and integrates with Microsoft Fabric while running on Azure. Auger reports that 85 percent of decisions it manages for Fanatics are now made autonomously, with the retailer aiming for the mid-90s. Several additional enterprise pilots and contract negotiations are underway, indicating growing commercial traction.
Funding, valuation and governance
The Series B was raised earlier than strictly necessary to avoid fundraising distractions during a forthcoming period of customer onboarding. The new capital follows an initial post‑launch financing that pushed total equity to more than $100 million; Auger’s valuation is said to be roughly double its Series A level. Eclipse partner Jiten Behl will join Auger’s board alongside CEO Dave Clark, CFO Alex Ceballos and Oak HC/FT partner Matt Streisfeld.
Market opportunity and targets
Auger targets large Fortune 100 companies with complex, multi‑tier supply networks. Clark has previously estimated a total addressable market in the tens of billions, and the company aims to exceed $1 billion in revenue by 2030. Its go‑to-market focuses on embedding autonomy where enterprises already have significant legacy systems.
Venture backdrop and AI momentum
The raise comes amid a robust VC environment for AI startups. The recent surge in venture funding has disproportionately flowed to AI companies, enabling firms like Auger to secure sizable rounds for product development and enterprise expansion.
A strategic inflection point
With experienced leadership, meaningful enterprise customers and fresh capital, Auger is positioned to push autonomous decision-making deeper into large-scale supply chains. Execution risk remains—scaling pilots into multi-site, global deployments is challenging—but the company’s approach of layering intelligence atop existing systems reduces integration friction for complex enterprises.
Auger now faces the dual test of operationalizing autonomy at scale and converting pilot successes into repeatable, high-margin contracts that justify its growth ambitions. If it can maintain its current customer momentum and accelerate product delivery, Auger could become a notable player in the next generation of supply‑chain software.
