◆ The verdict · graded on go-to-market
Cyera is graded A− — GTM Exposure Index 80 — in the Data Security division of the Markets InSecurity Kumite, Heavyweight class. Elite on demand engine and positioning — the cleanest momentum in data security. The open edge is durability: an 80x ARR multiple, heavy burn and an M&A roll-up, all unproven under scale.
C
01Tale of the Tapelive metrics
Funding
$2.3B
Employees
1,500+
Capital
VC · growth · $12B
Belt
Brown · 3
02GTM Exposurethe portrait · 7 dims
Elite on demand engine and positioning — the cleanest momentum in data security. The open edge is durability: an 80x ARR multiple, heavy burn and an M&A roll-up, all unproven under scale.
◆ AI CITATION · 7th dimensionrefreshed 2026-06-14
Cross-engine score88/100
Engines testedPerplexity · OpenAI · Gemini · Claude
Citation count4 across 1 queries
Share of category100%
03Scouting Reportpartial · operator read
04Last Movesscored ±1 · illustrative
+1Valuation 4x in 18 months — $3B to $12BDemand
+1Sharp wedge reframed as the trust layer for AIPositioning
−1~80x ARR multiple on a disputed ~$150M ARRDurability
−1Five acquisitions in 18 months — integration & burn riskDurability
🔒Alliance & M&A dimensionsRoS PRO
PARTNERS Announced partnerships — alliance / OEM / channel / integration
OVERLAP Partnership-ecosystem overlap vs. rivals
M&A Acquisition-likelihood — partnership orbits + corporate-VC backing
CAPITAL Lead-investor tiers — clean VC / PE / founder read
◆GTM Exposure Index — by dimensionillustrative · /100
| Dimension | Code | Score |
|---|---|---|
| Positioning | POS | 86 |
| Demand | DEM | 92 |
| Category | CAT | 80 |
| Durability | DUR | 66 |
| Channel | CHN | 64 |
| Resilience | RES | 82 |
| AI Citation | CITE | 88 |
| Composite exposure | EXP | 80 |