AI-Native ERP and E-Commerce Growth: How Doss's Acquisition of Genie Signals a Supply Chain Revolution

The global ERP market has grown to a staggering $66 billion in 2024, but the real story lies in a seismic shift: AI-native ERP platforms are redefining how businesses operate. At the forefront of this revolution is Doss, a San Francisco-based AI-native ERP provider, which recently acquired Genie, a London-based inventory management platform for Shopify merchants. This acquisition isn't just a strategic move—it's a paradigm shift in modular, AI-driven supply chain solutions. For investors, it signals a golden opportunity to capitalize on the next generation of enterprise software.

The Problem with Traditional ERP Systems

Traditional ERP systems are built on rigid, monolithic architectures that force businesses to conform to pre-defined workflows. This one-size-fits-all approach is ill-suited for the dynamic demands of modern e-commerce, where agility and real-time decision-making are critical. According to recent data, 78% of organizations now use AI in at least one business function, yet most ERP providers are retrofitting AI onto legacy systems—a patchwork solution that fails to unlock the full potential of artificial intelligence.

Doss and Genie: A Strategic Synergy

Doss's acquisition of Genie addresses these shortcomings head-on. Genie, a platform designed for Shopify merchants, already offered AI-driven forecasting, real-time inventory tracking, and automated purchase orders. By July 2025, Genie supported over 300 merchants, processed $18 million in monthly supplier orders, and operated across 500,000 SKUs and 20,000 vendors. Its strengths in scalability and user-friendly workflows made it a natural fit for Doss's modular ERP platform, DossARP.

DossARP unifies inventory, orders, accounting, and production into a single, composable system. Unlike traditional ERP platforms, which require months of implementation and external consultants, Doss's platform is designed to evolve with businesses. The integration of Genie's AI capabilities—such as predictive analytics and supplier relationship management—enhances Doss's ability to deliver real-time insights and automate fragmented workflows. This synergy creates a robust solution for e-commerce brands scaling across multiple sales channels and fulfillment methods.

Why This Acquisition Matters for the Market

The strategic rationale behind the acquisition is rooted in broader industry trends. The AI in ERP market is growing at a compound annual growth rate (CAGR) of 26.30%, driven by demand for flexible, data-driven solutions. Doss's $18 million Series A funding in April 2025, led by Theory Ventures, underscores investor confidence in its vision. Meanwhile, Genie's seed round ($5.8 million in 2022, led by NEA) highlights its early traction. Together, the combined entity is positioned to dominate the AI-native ERP space.

Competitive Advantages and Investment Potential

Doss's acquisition of Genie offers several competitive advantages:
1. Scalability for E-Commerce: With Shopify brands generating $180 billion in annual revenue, the demand for AI-driven inventory and supply chain tools is explosive. Doss's platform caters to this niche with Genie's proven workflows.
2. Modular Architecture: DossARP's composable design allows businesses to add or remove modules as needed, reducing costs and implementation time. This flexibility is a stark contrast to traditional ERP systems, which often lock companies into rigid contracts.
3. AI-First Approach: By embedding AI into the core of its platform, Doss enables real-time forecasting, supplier optimization, and personalized workflows. This isn't just incremental improvement—it's a fundamental rethinking of ERP.

Sebastiaan Debrouwere, Genie's founder, now leads Doss's partnerships and ecosystem strategy. His expertise in scaling e-commerce operations will drive integrations with third-party tools and strategic alliances, further solidifying Doss's market position.

The Investment Case

For investors, Doss represents a high-conviction opportunity in the AI-native ERP space. The company's recent funding, combined with Genie's proven ROI for merchants, positions it to capture significant market share. Key metrics to watch:
- Revenue Growth: Doss's post-acquisition expansion into inventory management could accelerate revenue from $50 million (2024) to over $150 million by 2026.
- Customer Retention: Genie's 95% customer retention rate (as of July 2025) suggests strong product-market fit.
- Market Penetration: With 300 existing Genie customers and 20,000 vendors already integrated, Doss has a ready-made network to scale.

Risks and Mitigations

No investment is without risk. The AI-native ERP market is still emerging, and competition from legacy providers like SAP and Oracle is inevitable. However, Doss's modular, cloud-native architecture and Genie's AI-driven workflows provide a moat. Additionally, the company's focus on e-commerce—a sector growing at 15% annually—positions it to outperform in a high-growth niche.

Conclusion: The Future of ERP Is AI-Native

Doss's acquisition of Genie isn't just a business move—it's a glimpse into the future of ERP. By combining Genie's AI-powered inventory tools with Doss's modular platform, the company is redefining how businesses scale. For investors, this represents a rare opportunity to back a platform that's not just adapting to market changes but actively shaping them. As AI-native ERP becomes the standard, Doss is poised to lead the charge—and investors who act now could reap exponential rewards.

Final Advice: Consider allocating a portion of your portfolio to next-gen ERP platforms like Doss, particularly as they integrate AI into core operations. The market is still in its early innings, and those who recognize the shift early stand to gain the most.