M&A

Circeus buys Dondy, adding a WhatsApp commerce platform routing $100M in orders

What's the deal? CirceusDealroom has a profile for this one. Try Dealroom →, a London-based AI-native holding company, has acquired DondyDealroom has a profile for this one. Try Dealroom →, an all-in-one conversational commerce platform used by more than 70,000 businesses globally. Dondy will join Shop Circle, Circeus's agentic commerce software division. Terms were not disclosed.

What does Dondy do? Its AI agents sit inside customer conversations across WhatsApp, Instagram, Facebook, and website chat. They handle tasks such as recovering abandoned carts, answering questions, and completing purchases — around the clock and in multiple languages.

By the numbers: Dondy routes over $100 million in annual merchant orders and more than a million customer conversations a year through WhatsApp. It currently holds the top App Store ranking in Shopify's "WhatsApp" and "WhatsApp Marketing" categories. Across merchants using the agents, 70% of conversations are resolved end to end by AI.

Why now? WhatsApp reaches over 3 billion users, yet most businesses still treat it as a support channel rather than a commerce one. "AI is increasingly making it possible to turn tools that perform tasks into systems that deliver outcomes, and that is the model we are applying across our portfolio," said Luca CartechiniDealroom has a profile for this one. Try Dealroom →, co-founder and chief executive officer of Circeus.

What's the endgame? Circeus's roadmap pushes toward software that can act, not just assist. Over time, Dondy is intended to run workflows autonomously across every channel — including email, TikTok, and Telegram — without a person approving each step.

Fitting the playbook: The deal tracks a pattern Circeus has repeated across its portfolio: buy software businesses can't live without, then add AI to push it further. That logic drove its acquisition of document automation provider EncodianDealroom has a profile for this one. Try Dealroom → earlier this month, also a category leader in a widely used ecosystem.

Dondy's founders expect the group to help them scale. "We believe that together we can grow Dondy 10x in the coming years," said co-founders Tamir OrDealroom has a profile for this one. Try Dealroom →, Or SchreiberDealroom has a profile for this one. Try Dealroom →, and Inbal KatzDealroom has a profile for this one. Try Dealroom →.

The signal: As AI shifts from assistant to operator, holding companies are consolidating embedded commerce tools into unified, agentic platforms — betting that owning the conversation, not just the campaign, is where revenue moves next.

Read more: Tech Funding News

Image credit: Generated with Gemini

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