Disco

Disco

Collaborative post-purchase ad network for DTC

Overview

Disco operates a collaborative retail media network for direct-to-consumer brands. Its core product is a post-purchase widget on the thank-you page that shows recommendations from partner brands, with AI assessing which pairings work best and which customers are likely to buy. It differentiates itself by using a cooperative network of non-competing brands instead of relying on large platforms, and it combines a flat SaaS platform fee with a CPA model, plus DiscoAudiences and pro-tool fees. Its goal is to help brands discover new customers, lower acquisition costs, and gain shopper insights through shared data and cross-promotion.

About Disco

Simplify's Rating
Why Disco is rated
B
Rated B on Competitive Edge
Rated A on Growth Potential
Rated C on Differentiation

Industries

Data & Analytics

Enterprise Software

AI & Machine Learning

Company Size

51-200

Company Stage

Series A

Total Funding

$27.4M

Headquarters

San Francisco, California

Founded

2020

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Simplify's Take

What believers are saying

  • April 2026 gross revenue grew 137% year over year, signaling accelerating demand.
  • Disco added Refundly in July 2026, proving native app integrations beyond websites.
  • July 2026 hiring of sales and AI leaders signals enterprise expansion momentum.

What critics are saying

  • Retailers like Shopify and Amazon can copy post-purchase monetization, commoditizing Disco's wedge.
  • Ads inside refunds, SMS, and apps risk consumer backlash and partner churn by 2027.
  • A revenue miss would end expansion funding and force Disco back into narrow post-purchase usage.

What makes Disco unique

  • Checkout-to-inbox commerce graph ties 160M+ shoppers to $50B historical transactions.
  • DiscoMix and DiscoBeat extend retail-media infrastructure beyond DTC post-purchase placements.
  • Conner Sherline built Disco around noncompeting brands, lowering CAC through cooperative cross-promotion.

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Funding

Total Funding

$27.4M

Meets

Industry Average

Funded Over

4 Rounds

Notable Investors:
Series A funding typically happens when a startup has a product and some customers, and now needs funding to scale. This money is usually used to grow the team, expand marketing, and improve the product. Venture capital firms are frequently the main investors here.
Series A Funding Comparison
Above Average

Industry standards

$15M
$8.2M
Discord
$15M
Canva
$20M
Disco
$30M
Kalshi

Growth & Insights and Company News

Headcount

6 month growth

-1%

1 year growth

0%

2 year growth

-10%
FinSMEs
Mar 5th, 2022
Disco Closes $15M In Series A Funding

Disco, a Toronto, Canada-based provider of a platform for knowledge creators and organizations to build their live learning business, raised $15M in Series A funding. The round was led by GSV Ventures. In addiction Deborah Quazzo is joining Disco’s board of directors. The company intends to use the funds for for product development, scaling go [] The post Disco Closes $15M in Series A Funding appeared first on FinSMEs.

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