Promethean
AI is repricing the cost of running eCommerce.
The conviction
Capitalism decides which brands run on AI, and which get bought by the ones that do.
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.