◆ The verdict · graded on go-to-market

Delinea is graded B+ — GTM Exposure Index 72 — in the PAM division of the Markets InSecurity Kumite, Light-Heavyweight class.

D
PAM · Light-Heavyweight

Delinea

PE-owned (TPG) · the Thycotic + Centrify merger · scaled PAM installed base
Brown · 3
01Tale of the Tapelive metrics
Funding
PE-owned
Origin
Thycotic+Centrify
Capital
PE-owned · TPG
Belt
Brown · 3
02GTM Exposurethe portrait · 6 dims · CITE pending
POSDEMCATDURCHNRES
Six-dimension portrait generated from the GTM Exposure Index. AI Citation (7th dim) not yet measured for this fighter.
◇ AI CITATION · 7th dim · not yet measured
03Scouting Reportpartial · operator read
Consolidation as strategy — the Thycotic-plus-Centrify merger under TPG, run as a scaled installed base managed for cash. The motion is retention and cross-sell, not land-grab; a competent incumbent without an insurgent's edge.
◆ Through the Venture in Security lens · our read ⓘ

Consolidation as strategy (Thycotic + Centrify under TPG) — the capital type tells you the motion is retention and cross-sell.

🔒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
DimensionCodeScore
PositioningPOS75
DemandDEM75
CategoryCAT70
DurabilityDUR72
ChannelCHN70
ResilienceRES68
Composite exposureEXP72
Open in the live Kumite → PAM division Method Independence FAQ Atlas glossary