A Mully Acquisition Platform
AI is repricing the cost of running eCommerce.
We acquire founder-built brands and run them on Mully's AI-native operating platform.
The conviction
The invisible hand will force the transition.
Every brand will either run on AI, or be bought by one that does.
We are the latter.
The brand
mully.
$0M+ ARR
Direct-to-consumer golf. Live P&L. Where the stack was built.
- Live Shopify storefront, growing subscription base
- SMS & iMessage sales agents in production
- Agent-run merchandising and editorial
- Lifecycle, retention, and campaign authored by agents
- Unified customer, order, inventory graph
The fulfillment
MFS.
$0M+ ARR · 0% YoY growth
Owned warehouse. Excess capacity. Ready for the acquisition.
- Receiving, pick, pack, ship for third-party brands today
- Real cost and margin data by SKU
- Freight, returns, exceptions handled
- Internal cost for anything we acquire
- Excess capacity, scaling with the platform
The rails
The company runs on Perplexity. Model access, agents, browser automation, connectors into every platform in the stack. A working partnership, not a pilot.
Founders
$5–25M in revenue. Open to a sale or a partial exit.
Capital partners
One lead. $10–25M anchor. Deal-specific equity.