500 Independent Supply Houses Now Run on an AI Agent Named Dooey

The independent lumberyard that sells your framing package is probably running software older than the crew putting the walls up. Battery Ventures just bet $30 million that’s about to change.

Rundoo, a Redwood City company with its main office in Chicago, closed a $30 million Series B on Aug. 19, bringing total funding to $48 million. Battery led the round; existing backers Bessemer Venture Partners and CRV came along. The company says it now serves more than 500 independent supply stores across the U.S., Canada and the Caribbean. That store count is Rundoo’s own figure.

What the AI agent actually does

The product is a single operating system rather than a stack of point tools: point-of-sale, CRM, e-commerce, general ledger and loyalty in one system of record, with an AI agent called Dooey sitting on top.

Dooey’s headline trick is building purchase orders from historical sales data, weighted by weather forecasts and by known landscaper bids in the area. That’s a narrower and more credible claim than most contech AI pitches, because a supply house’s reorder decision is a genuinely bounded problem with clean historical data behind it.

Brandon Berry, who owns Berry’s Hardware in Dumas, Arkansas, uses it for a nightly plain-language recap of top sellers, unusual returns and items that sold below expected margin. “Dooey has become my most trusted partner in the business,” he said. Worth noting these are vendor-supplied use cases. Rundoo disclosed no ROI figures, no measured outcomes and no adoption metrics beyond the store count.

The Benjamin Moore integration is the tell

The more interesting piece of plumbing is that Rundoo connects to Benjamin Moore & Co.’s proprietary tint software, so an independent retailer can match paint color reliably without leaving the system.

That kind of manufacturer integration is what actually locks in a distribution platform. It’s also the thing legacy ERP vendors in this space have historically been slowest to build, because each one is a bilateral negotiation with a manufacturer rather than a feature you can ship on a roadmap.

Why a jobsite reader should care

Contractors don’t buy this software. They live downstream of it.

Independent supply houses are where most small and mid-sized builders actually source material, and their inventory discipline determines whether the order is on the truck Thursday. Battery partner Michael Brown framed the thesis as “the owners aren’t behind the times, but their software is.” Rundoo’s own positioning is explicitly defensive: helping independents hold share against Walmart and Target and absorb tariff and oil shocks.

That last part is not hypothetical. Commerce is taking comment right now on extending Section 232 duties to imported cranes, cable and welding-machine parts, and distributors are the layer that eats the timing risk between a duty landing and a price list updating.

Founded in 2021 by Nick Hershey and Andrew Beckman, college roommates out of Stanford and a Silicon Valley engineering job respectively, Rundoo is putting the money into engineering headcount in Redwood City and go-to-market in Chicago. Whether 500 stores becomes 5,000 depends on something no press release addresses: how many independents still have the margin to pay for new software at all. Backlog across the contractor base just slipped to 8.0 months, and supply houses feel that on a lag.

Leave a Comment