The problem
Plants run below capacity and depend on retiring veteran operators whose know-how is never written down
What they do
AI layer that plugs into factory control systems and tunes setpoints to raise output
Traction Live at multiple plants (Ultra-Poly, The Arthur Companies), paid on output added; no revenue disclosed
Hiring trend
- Open roles
- 5
- Ops roles
- 2
- Headcount
- ~16
~16 staff on LinkedIn, up from 11 last quarter (+45% QoQ, Caplight); 5 open roles
Hiring in
- New York
Funding
- Last round
- $66M
- Stage
- Series A
- Date
- Oct 2026
Led by Elad Gil
- Hiring+15 open roles on the live job board (3–9 roles = +1)
- Funding recency+1.5Series A · $66M, Oct 2026 (1 month ago): 6 months or less = +1.5
- Traction+0.75Some growth: Live at multiple plants (Ultra-Poly, The Arthur Companies), paid on output added; no revenue disclosed
- Red flags0None found in the last 24 months
- Total3.251 + 1.5 + 0.75 − 0 = 3.25 → Warm-up
Stealth rule: just out of stealth, so it starts in Warm-up whatever the score (Steady by score alone).
Distance (Unproven) is a separate read on how long the lead can last. It doesn't change the score.
Distance
Unproven · edge: learns from use
Palantir Foundry founders and a $400M Series A, but it only came out of stealth Oct 27, 2026 with two named customers, no disclosed revenue, and an unproven paid-on-output model that depends on plants accepting its gain measurement.
Sources: SaasBuzz: Lumaril raises $66M Series A at $400M valuation (Nov 2026) ↗ · Lumaril: Nothing is built from nothing, launch post (Oct 2026) ↗
Open ops roles · 2
Last checked Nov 1, 2026