Opply

An AI-driven operating system for CPG brands, managing supply chain from sourcing to payment.

Website: https://opply.com/

Cover Block

Open sources

Field Value
Company Opply
Tagline An AI-driven operating system for CPG brands, managing supply chain from sourcing to payment [opply.com, retrieved 2026] [Tech Funding News, Oct 2026]
Headquarters London, UK [opply.com, retrieved 2026]
Founded 2021 [opply.com, retrieved 2026] [Tech Funding News, June 2022]
Stage Seed [Crunchbase, retrieved 2026] [Tech Funding News, Oct 2026]
Business model SaaS [Crunchbase, retrieved 2026]
Industry Logistics / Supply Chain [Crunchbase, retrieved 2026]
Technology AI / Machine Learning [Tech Funding News, Oct 2026] [opply.com, retrieved 2026]
Geography Western Europe [Crunchbase, retrieved 2026]
Growth profile Venture Scale [Crunchbase, retrieved 2026]
Founding team Co-Founders (2): Helen Murphy and Martin Postel [opply.com, retrieved 2026] [Tech Funding News, Oct 2026]
Funding label Seed, total disclosed about $11.8 million [welcometothejungle.com, retrieved 2026] [Tech Funding News, Oct 2026]

Links

Open sources

What an Investor Needs First

PUBLIC Opply is building an AI-driven operating system for consumer packaged goods brands, starting with food and beverage procurement and supply-chain workflows, and it merits attention now because the company has paired a fresh $7.5 million financing with a sharper product narrative around agentic automation rather than point procurement software [Tech Funding News, Oct 2026] [opply.com] [TechRound, Jan 2025]. Founded in 2021 by Helen Murphy and Martin Postel through Entrepreneur First, the company began as a supplier marketplace and has since repositioned toward a broader operating layer that handles sourcing, purchase orders, compliance checks, deliveries, and supplier payments for brands that do not have dedicated procurement teams [opply.com] [Tech Funding News, June 2022] [Tech Funding News, Oct 2026].

The differentiation, at least in public materials, rests less on a pure software dashboard and more on workflow ownership: Opply says it can work with existing suppliers, aggregate demand to improve rates, extend up to 90-day payment terms, and standardize fragmented back-office operations across sourcing, logistics, and payables [opply.com] [TechRound, Jan 2025]. That is a credible wedge in a category where smaller CPG brands often struggle with procurement complexity before they can justify a full operations team, although most of the claimed customer outcomes, including cost reductions and ROI figures, remain company-sourced or financing-coverage-sourced rather than independently audited [finance.yahoo.com, Oct 2026] [vestbee.com] [opply.com].

Murphy brings relevant commercial and category context from Bain & Company, Procter & Gamble, and a prior consumer-goods venture, while Postel is presented as the technical counterweight, with a PhD in applied AI from ETH Zurich and research experience spanning AI, data, and manufacturing [welcometothejungle.com] [Tech Funding News, Oct 2026]. That founder-market fit is one of the cleaner parts of the story publicly available today, particularly given the companys blend of consumer-goods domain knowledge and machine-learning positioning [welcometothejungle.com] [TechRound, Jan 2025].

On funding, Opply has disclosed roughly $11.8 million across an early 2021 pre-seed, a 2022 seed round, and a 2026 seed extension or follow-on seed led by Chalfen Ventures, with Anthemis Group, Index Ventures, Entrepreneurs First, In This Together, and Ventures Together also named in coverage [welcometothejungle.com] [Tech Funding News, June 2022] [Tech Funding News, Oct 2026]. The business model is described as SaaS, but the operating model appears to include embedded payments, credit terms, and supplier intermediation, which suggests investors should watch over the next 12 to 18 months for evidence that the company can scale this broader service layer without margin dilution, and that its reported US expansion and sales hiring translate into durable customer growth rather than only stronger top-line narratives [Monster] [Teamtailor] [dealroom.co].

Claim stands unchecked -- This section relies heavily on company materials and funding coverage, with limited independent public corroboration beyond round announcements and founder identities.

Taxonomy Snapshot

Axis Value
Stage Seed
Business Model SaaS
Industry / Vertical Logistics / Supply Chain
Technology Type AI / Machine Learning
Geography Western Europe
Growth Profile Venture Scale
Founding Team Co-Founders (2)
Funding Seed, total disclosed approximately $11.8 million

Inside the Company

PUBLIC

Opply presents a fairly clear company arc in the public record: it started in 2021 as a London-based supply chain and procurement platform for consumer packaged goods brands, with an initial emphasis on food and beverage, and now describes itself more broadly as "the agentic operating system for CPG brands" [Crunchbase] [Opply]. The company says its target customer is a smaller or scaling brand that does not have a dedicated procurement or operations team, which helps explain why the product positioning spans sourcing, ordering, payments, logistics, and compliance rather than a narrower point solution [Opply].

The founding team is listed as Helen Murphy and Martin Postel, with Murphy serving as CEO and Postel as CTO according to company and profile data [Crunchbase] [Opply]. Opply is headquartered in London, UK, and Crunchbase records the business as founded in 2021 at seed stage, which aligns with the company website's description of the business and its category focus [Crunchbase] [Opply].

Public milestones are limited but directionally consistent. Crunchbase records Opply's company formation period in 2021 and a seed financing path thereafter, while the company website reflects a product evolution from a procurement-focused offering for CPG brands into a broader operating system framing by 2026 [Crunchbase] [Opply]. That does not, by itself, establish a sharp product pivot, but it does suggest the company has expanded its scope from supplier access and purchasing workflow into a more comprehensive operating layer for brand operations.

Verified against public records -- Confirmed by Crunchbase and the company website.

Under the Hood

Reported and inferred

Opply’s product story is clearest when read as a shift from a procurement marketplace into workflow software for small consumer-goods operators. Public materials describe the company as a London-based B2B supply-chain and procurement platform for CPG brands, initially focused on food and beverage, with a buyer profile centered on smaller or scaling brands that do not have a dedicated procurement or operations team [Opply, retrieved 2026]. Earlier coverage framed the offer around supplier matching, ingredient ordering, dynamic payments, and trackable shipping [Tech Funding News, June 2022]. More recent coverage says the current product, Opply Brain, is positioned as an "agentic operating system" for CPG companies [Tech Funding News, Oct 2026].

The practical workflow described in public sources is relatively broad, even if the underlying automation claims remain company-led. According to Tech Funding News, Opply Brain’s AI agents locate suppliers, generate and monitor purchase orders, verify compliance documents, coordinate deliveries, and arrange supplier payments [Tech Funding News, Oct 2026]. Opply’s own site adds that brands can use existing suppliers for ingredient or packaging orders, access a wider sourcing network for food and beverage ingredients, and obtain up to 90-day payment terms on orders [Opply, retrieved 2026]. For scale-ups, the company says it can act as a single supplier across ingredients and standardize ordering workflows, while supplier-facing pages emphasize visibility into customers, products, and orders in one interface [Opply, retrieved 2026].

What is still less settled, on public evidence, is how much of the value comes from software alone versus from Opply’s position in the transaction flow. The company and affiliated coverage repeatedly tie the product to forecasting, logistics, embedded credit, and negotiated payment terms, which suggests a hybrid model combining SaaS workflow with procurement intermediation and financing support rather than pure stand-alone software [TechRound, Jan 2025] [Opply, retrieved 2026]. There is also a visible commercial build-out in sales hiring, including Chicago-based roles, which is consistent with a product that likely requires active go-to-market support rather than purely self-serve adoption (inferred from job postings) [Monster, retrieved 2026] [Teamtailor, retrieved 2026].

Claim stands unchecked -- Product scope is primarily supported by company materials and company-led press coverage, with limited independent technical verification [Opply, retrieved 2026] [Tech Funding News, Oct 2026].

Market Research

PUBLIC The market matters now because small and mid-sized consumer-goods brands are facing enterprise-grade supply-chain complexity without enterprise-scale procurement teams, which creates room for software that compresses sourcing, ordering, financing, and compliance into one workflow [Opply, retrieved 2026] [TechRound, January 2025].

Opply is positioned at the intersection of procurement software, supply-chain execution, and embedded working-capital tools for consumer packaged goods, initially food and beverage [Opply, retrieved 2026] [Tech Funding News, October 2026]. The evidence base here is narrower than ideal on formal market sizing, because the available source set does not include a named third-party TAM study specific to AI procurement operating systems for CPG SMEs. In practice, that means the market has to be described through the operational problem the company is targeting, not through a precise revenue pool that the public record can verify.

The public materials consistently point to a specific buyer profile: smaller or scaling brands that lack a dedicated procurement or operations department, but still need to manage supplier discovery, purchase orders, logistics coordination, compliance documentation, and supplier payments [Opply, retrieved 2026] [Tech Funding News, June 2022]. That framing matters because it suggests Opply is not initially competing for the full spend of global CPG procurement. It is competing for a narrower software and workflow budget attached to fast-growing brands that have outgrown spreadsheets and email, but are still too small for heavy enterprise resource planning deployments.

Public market signals

The available public evidence supports demand tailwinds more clearly than it supports market size. Opply's own evolution, from supplier marketplace to what it now calls an agentic operating system, reflects a broader software pattern in which point solutions are being pulled toward end-to-end operational layers when customers want fewer handoffs between sourcing, forecasting, ordering, logistics, and payments [Tech Funding News, June 2022] [Tech Funding News, October 2026]. For CPG brands, especially in food and beverage, procurement is not just a search problem. It sits close to gross margin, stock availability, and cash conversion, which makes the budget conversation more resilient than for software tied only to back-office productivity.

A second tailwind is working-capital pressure. Opply publicly advertises up to 90-day payment terms and positions cash-flow support alongside sourcing and procurement automation [Opply, retrieved 2026] [TechRound, January 2025]. That places the product partly in the orbit of supply-chain finance and B2B payments, not only SaaS. When buyers are smaller brands with uneven cash cycles, embedded payment terms can be as important to adoption as workflow automation itself.

A third tailwind is geographic expansion into the United States. Public reporting says Opply launched its US business in Chicago in 2025 and later cited 30-fold growth in that business over 12 months, although that growth figure is company- or reprint-sourced and not independently audited [Dealroom, retrieved 2026]. Even so, the hiring evidence is directionally consistent with US demand-building, with Chicago-based sales roles appearing on Monster and Teamtailor [Monster, retrieved 2026] [Teamtailor, retrieved 2026]. That does not prove scale, but it does support the view that the addressable market is broader than the UK home base.

Market lens Public signal Relevance to Opply
Procurement software for SMEs Buyer lacks a dedicated procurement team [Opply, retrieved 2026] Supports a lightweight, operations-led adoption motion
Supply-chain execution Product spans sourcing, POs, compliance, deliveries, and payments [Tech Funding News, October 2026] Expands budget scope beyond a single sourcing tool
Embedded finance / B2B payments Up to 90-day payment terms on orders [Opply, retrieved 2026] Adds a cash-flow value proposition alongside SaaS
Food and beverage operations Initial wedge is ingredient procurement for food and beverage SMEs [TechRound, January 2025] Narrows early vertical focus while keeping room to expand across CPG

The table points to a market that is probably best understood as a stack of adjacent budgets rather than one clean software category. That can help account expansion if the product works, but it also makes benchmarking harder because direct comparables are diffuse.

Adjacent and substitute markets

The closest adjacent markets are procurement suites, supplier marketplaces, freight and logistics workflow tools, inventory and demand-planning software, and B2B payments or trade-credit products. Opply's earlier marketplace orientation and its current broader operating-system positioning suggest it is trying to collapse functions that buyers might otherwise source from several vendors or manage internally through spreadsheets plus accounting software [Tech Funding News, June 2022] [Tech Funding News, October 2026].

The main substitute, especially at the lower end of the market, is not necessarily another startup. It is manual process. Small brands often patch together email, WhatsApp, spreadsheets, finance software, and broker or distributor relationships before they buy dedicated procurement infrastructure. That matters for go-to-market. The company may be selling a change in operating model as much as a discrete software tool.

There is also an upper-bound substitute in ERP and broader supply-chain platforms. The public source set does not identify specific enterprise competitors, and it would be careless to name them without support. Still, the category logic is straightforward: as customers mature, some may prefer integrated finance and operations systems from larger vendors, while others may prefer a vertical workflow layer purpose-built for food and beverage procurement. That tension will shape expansion potential more than the current public traction claims alone.

Regulatory and macro context

The public record does not surface a named regulatory event as the immediate catalyst, but it does show why compliance and documentation matter in this segment. Opply says its AI agents verify compliance documents and coordinate supplier workflows, which is relevant in food and beverage supply chains where ingredient sourcing, supplier qualification, and order traceability carry operational and reputational weight [Tech Funding News, October 2026]. Even without a cited regulation in this source set, the need to manage supplier paperwork and audit trails appears embedded in the product design.

Macro conditions are easier to infer, cautiously, from the product packaging. A company that combines cost reduction, supplier reliability, and payment terms is speaking to three persistent pressures: margin volatility, disruption risk, and constrained working capital [Opply, retrieved 2026] [TechRound, January 2025]. Public case-study claims around cost savings and on-time delivery should be treated as company-reported rather than independently verified, but they do indicate where buyers appear to feel pain most acutely [Opply, retrieved 2026] [eu.vc].

The practical reading is that Opply is pursuing a market created by operational fragmentation. If the company can show that a CPG brand will trust one system with supplier discovery, ordering, delivery coordination, and payment workflows, the spend pool could be larger than a narrow procurement SaaS budget. If that trust threshold proves harder to cross, the company may remain a useful but more bounded workflow tool for early-stage food and beverage brands.

Claim stands unchecked -- This section relies primarily on company materials and company-driven financing coverage, with limited independent third-party market sizing or regulatory corroboration.

Competition and Substitutes

MIXED Opply is positioned less against a single direct rival than against three alternatives a small CPG brand already knows, legacy procurement workflows, specialist ingredient distributors, and newer software tools that automate slices of supply chain work rather than the full operating loop [Opply, retrieved 2026] [Tech Funding News, Oct 2026] [TechRound, Jan 2025].

The first layer of competition is still the status quo. For many early and scaling food and beverage brands, sourcing and purchasing are handled through spreadsheets, email, WhatsApp, freight partners, and distributor relationships rather than dedicated software, which matters because Opply is selling behavior change before it is selling automation [Tech Funding News, June 2022] [TechRound, Jan 2025]. The adjacent substitute is the ingredient supplier or distributor that already aggregates demand and extends trade terms, especially where a brand values availability and financing more than workflow visibility, but the public record here does not name specific distributor competitors, so the comparison has to stay at the category level [Opply, retrieved 2026] [Teamtailor, retrieved 2026].

The second layer is software, but Opply's own public positioning suggests it is trying to sit between procurement software and a managed marketplace. Tech Funding News describes Opply Brain as an agentic operating system that can locate suppliers, generate and monitor purchase orders, verify compliance documents, coordinate deliveries, and arrange supplier payments, while Opply's site still emphasizes existing supplier relationships, aggregated demand, and payment terms of up to 90 days [Tech Funding News, Oct 2026] [Opply, retrieved 2026]. That combination is the interesting part of the competitive map: incumbents in procurement software often have broader enterprise functionality, while marketplace-style challengers can offer better transaction liquidity in narrower categories, and Opply appears to be attempting a middle position built for subscale brands that lack a procurement team [Opply, retrieved 2026] [TechRound, Jan 2025].

Where Opply seems to have an edge today is not brand awareness or disclosed scale, because the public evidence on both is thin, but product packaging. The company is pairing workflow automation with sourcing access and credit-like payment terms, which can make adoption easier for a small brand than buying software alone and then assembling supplier, logistics, and financing relationships separately [TechRound, Jan 2025] [Opply, retrieved 2026]. The founding team also fits the problem set unusually closely in public materials: Helen Murphy's background spans Bain, Procter & Gamble, and a prior consumer-goods company, while Martin Postel is described as a PhD in applied AI from ETH Zurich with manufacturing and data research experience [welcometothejungle.com, retrieved 2026] [Tech Funding News, Oct 2026]. That edge is real if Opply can keep compounding transaction data and supplier-side workflow usage, but it is also perishable because product claims, customer outcomes, and even customer logos remain largely company-sourced or promotional coverage rather than independently audited evidence [Finance Yahoo, Oct 2026] [Pulse 2.0, Oct 2026] [Vestbee].

The exposure is easier to define than the moat. Opply does not appear, from the public record, to own a proprietary distribution channel or a regulated network effect that would block a larger procurement suite, vertical ERP vendor, or major distributor from adding similar AI-led workflow features over the next 18 months [Opply, retrieved 2026] [Tech Funding News, Oct 2026]. It is also pushing into the US, with Dealroom-cited commentary that the Chicago-launched business grew quickly, while job postings show sales hiring in Chicago, but expansion by sales headcount alone does not establish customer density or supplier depth in that market [Dealroom, retrieved 2026] [Monster, retrieved 2026] [Teamtailor, retrieved 2026]. If a larger incumbent with embedded supplier relationships offers comparable sourcing, terms, and order automation, Opply's value proposition could narrow to workflow convenience rather than infrastructure.

The most plausible 18-month scenario is a sorting of the market by customer complexity. Opply is the likely winner if the mid-market CPG buyer prefers a bundled product that combines supplier discovery, ordering, compliance, logistics coordination, and payment flexibility without hiring a full operations team, because that is the lane its current messaging consistently targets [Opply, retrieved 2026] [Tech Funding News, Oct 2026]. The likely loser in that setup is the spreadsheet-and-broker workflow, not because it disappears, but because it becomes harder to defend once a brand reaches repeat purchasing scale and needs tighter control over costs, lead times, and working capital [Tech Funding News, June 2022] [TechRound, Jan 2025]. The inverse scenario is also straightforward: if enterprise procurement suites or large distributors bring credible AI automation to SMB CPG accounts, Opply would be the loser if buyers decide that integrated supply access or incumbent system reach matters more than a purpose-built operating layer [Opply, retrieved 2026].

Opportunity

PUBLIC

The prize here is sizable if execution holds: Opply is trying to become the operating layer that small and scaling consumer-goods brands use to buy ingredients, manage suppliers, control cash flow, and increasingly run procurement end to end, a role that sits close to the transaction rather than just the workflow [Opply, retrieved 2026] [Tech Funding News, Oct 2026].

The headline opportunity is not merely better procurement software. It is the chance to become the default operating infrastructure for food and beverage SMBs that are too complex for spreadsheets but too small to staff a full procurement function. That framing is supported by the company's product evolution from supplier marketplace to what it now calls Opply Brain, an agentic operating system that handles supplier discovery, purchase orders, compliance checks, delivery coordination, and payments [Tech Funding News, June 2022] [Tech Funding News, Oct 2026]. The addressable pain point is also unusually concrete: Opply explicitly targets brands that lack a dedicated procurement or operations department, and it pairs software with purchasing, logistics, and payment terms rather than selling workflow tooling alone [Opply, retrieved 2026] [TechRound, Jan 2025]. If that integrated model works, the company could sit in the middle of a recurring, operationally critical spend category.

There are a few distinct paths to scale, and each depends on evidence that is visible, even if still early and in many cases company-supplied. The table below lays out the most plausible public-upside cases.

Scenario What happens Catalyst Why it's plausible
Ingredient-procurement wedge becomes system of record Opply starts with ingredient sourcing for food and beverage brands, then expands into ordering, compliance, logistics, and payments until it becomes the daily operating console for supply teams The shift from marketplace roots to Opply Brain, alongside a fresh $7.5 million round to expand agentic AI capabilities [Tech Funding News, Oct 2026] The company already positions the product as a full operating system, not a sourcing point solution, and earlier coverage described automated sourcing, purchasing, payments, and shipping in one flow [Tech Funding News, June 2022] [Opply, retrieved 2026]
Embedded finance deepens retention Opply uses up to 90-day payment terms and cash-flow support to move from procurement software into a financing-enabled operating layer that customers are less likely to replace Wider adoption of supplier payment and credit features by scaling brands [Opply, retrieved 2026] The current offer already includes payment terms and cash-flow management use cases, including RMBR's use of Opply for sourcing and cash flow management [Opply, retrieved 2026]
UK playbook exports to the US Opply turns a London-built food and beverage workflow into a transatlantic platform for independent CPG brands, using local sales hiring and a Chicago presence to build a second market US go-to-market buildout, visible in Chicago hiring and reported US launch activity [Monster, retrieved 2026] [Teamtailor, retrieved 2026] [Dealroom, retrieved 2026] The company has public evidence of US commercial hiring, and reported traction claims say the US business launched in Chicago in 2025 and grew rapidly, though those figures remain unverified [Dealroom, retrieved 2026]

What compounding could look like is straightforward in theory and difficult in practice, which is usually where the better venture outcomes sit. If Opply wins a brand first on ingredient sourcing, it can add purchase-order management, compliance verification, delivery coordination, and supplier payments into the same workflow, increasing both product surface area and switching costs [Tech Funding News, Oct 2026] [Opply, retrieved 2026]. On the supplier side, the company says it gives vendors visibility across customers, products, and orders, which could make Opply more useful as volume concentrates through the platform [Opply, retrieved 2026]. That matters because a procurement platform with repeated order flow can improve matching, pricing context, and operational automation over time, especially if aggregated demand helps negotiate better ingredient rates for customers [Opply, retrieved 2026]. The early signs are still mostly company-reported, but the logic of the flywheel is coherent: more brands create more demand data, more demand data can improve supplier coordination and pricing, and better economics should make the platform more attractive to the next brand.

The size of the win is harder to anchor cleanly because no public market or M&A comparable is provided in the cited source set. Even so, the shape of the outcome can be stated with discipline. If the first scenario plays out and Opply becomes a category-standard operating layer for independent CPG brands across the UK and US, the value would likely derive from controlling recurring software revenue plus payment, financing, and procurement-related transaction flow, not from SaaS seats alone (scenario, not a forecast) [Opply, retrieved 2026] [Tech Funding News, Oct 2026]. The reason that upside is worth taking seriously is that the company is not pitching a generic AI assistant. It is attaching automation to a budget line that is frequent, operationally essential, and measurable in cash terms, with customer claims centered on cost savings, time savings, and return on investment rather than abstract productivity [Finance Yahoo, Oct 2026] [Opply, retrieved 2026]. Those claims are not independently audited, but if even part of that value proposition proves durable across a broader customer base, the company has a credible path to becoming meaningful infrastructure in a fragmented segment of consumer-goods operations.

Claim stands unchecked -- This section relies heavily on company materials and financing coverage that repeats company claims. Core product evolution and funding are corroborated by multiple public sources, but traction, ROI, customer outcomes, and US growth remain largely company-reported or single-source.

Sources

Open sources

  1. [opply.com, retrieved 2026] Opply | The agentic operating system for CPG brands | https://opply.com/

  2. [Tech Funding News, Oct 2026] Opply raises $7.5M, AI agents in supply chains | https://techfundingnews.com/opply-raises-7-5m-ai-agents-supply-chains/

  3. [TechRound, Jan 2025] A Chat with Helen Murphy, CEO at Automated Food Supply Chain Platform Opply | https://techround.co.uk/interviews/a-chat-with-helen-murphy-ceo-at-automated-food-supply-chain-platform-opply/

  4. [Tech Funding News, June 2022] Female-led Opply secures $4M for offering fully automated supply chain platform for small consumer goods brand | https://techfundingnews.com/female-led-opply-secures-4m-for-offering-fully-automated-supply-chain-platform-for-small-consumer-goods-brand/

  5. [finance.yahoo.com, Oct 2026] Opply raises 7.5M 15x | https://finance.yahoo.com/technology/ai/articles/opply-raises-7-5m-15x-120000717.html

  6. [welcometothejungle.com, retrieved 2026] Opply company profile | https://app.welcometothejungle.com/companies/Opply

  7. [Monster, retrieved 2026] Account Executive, Chicago - Software Startup | https://www.monster.com/job-openings/account-executive-chicago-software-startup-chicago-il--5dd859fa-3d7d-4013-9433-2554ad8044ca

  8. [Teamtailor, retrieved 2026] SDR/BDR, VC-backed scaleup | https://opply-1682428990.teamtailor.com/jobs/6417212-sdr-bdr-vc-backed-scaleup

  9. [Crunchbase, retrieved 2026] Opply - Crunchbase Company Profile & Funding | https://www.crunchbase.com/organization/opply

  10. [dealroom.co, retrieved 2026] Opply company profile | https://dealroom.co/

  11. [eu.vc, retrieved 2026] Agua de Madre case study on Opply | https://eu.vc/

  12. [Pulse 2.0, Oct 2026] Opply coverage | https://pulse2.com/

  13. [vestbee.com, retrieved 2026] Opply coverage | https://www.vestbee.com/

  14. [StartupMag, Oct 2026] Opply raises £5.5m from Chalfen Ventures | https://www.startupmag.co.uk/funding/opply-2026-seed-funding/

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