The problem
Big supply chains plan on spreadsheets and rigid planning suites that can't test scenarios fast or adapt to change
What they do
AI-native platform to model, plan and optimize enterprise supply chain decisions
Traction ARR >3x two years running (team post, Mar 2026); 40+ Fortune 500 brands incl. Coca-Cola, Estée Lauder
Hiring trend
- Open roles
- 24
- Ops roles
- 4
- Headcount
- ~320-330
Headcount ~205 → ~322 YoY (+57%, LinkedIn); 279 → 326 QoQ to Jul 2026 (Caplight); dipped ~2% in the last month
Hiring in
- Bengaluru
- Chennai
- BLR
- Remote (US)
- Remote (Europe)
Latest news
Sep 2026
Named Example Vendor in Gartner 2026 Market Overview for supply chain decision platforms ↗Glassdoor
4.4 ★ 32 reviews ↗Funding
- Last round
- $43.5M
- Stage
- Series B
- Date
- Aug 2025
Led by Insight Partners (Series B); Primary Venture Partners (seed)
- Hiring+1.524 open roles on the live job board (10–29 roles = +1.5)
- Funding recency+0.5Series B · $43.5M, Aug 2025 (14 months ago): 12–24 months = +0.5
- Traction+1.5Strong growth: ARR >3x two years running (team post, Mar 2026); 40+ Fortune 500 brands incl. Coca-Cola, Estée Lauder
- Red flags0Watch-outs noted below, none scored as a significant flag
- Total3.51.5 + 0.5 + 1.5 − 0 = 3.5 → Tempo (3.5–4.24)
Distance (10K) is a separate read on how long the lead can last. It doesn't change the score.
Distance
10K · edge: hard to leave
Real Fortune 500 adoption (Coca-Cola, Estée Lauder, Mondelēz) with planning models embedded in daily decisions, but a young challenger in a crowded category behind Kinaxis, o9, Blue Yonder and SAP; Gartner Cool Vendor, not yet a Magic Quadrant name.
Sources: Lyric: official company facts, customers, Gartner Cool Vendor 2025 (Sep 2026) ↗ · Caplight: Lyric comparables (Aera, Optilogic, o9 Solutions) ↗ · PR Newswire: $43.5M Series B led by Insight Partners (Aug 2025) ↗
Watch-outs
Watch (not scored): an Oct 2026 Glassdoor review from a former Chennai engineer cites 'random layoffs' and a Sep 2026 San Francisco review calls it toxic, but no layoff has been reported and headcount is up ~57% YoY; RepVue sales-org rating 2.5/5. The Jul 2025 restructuring and TPG sale reports are about a different Lyric (lyric.ai, healthcare).
Sources: Glassdoor: Lyric reviews, 'Good product but random layoffs' (Oct 2026) ↗ · Glassdoor: Lyric San Francisco review, 'toxic environment' (Sep 2026) ↗ · RepVue: Lyric sales org rating 2.5/5 ↗
Last checked Oct 25, 2026