◆ The verdict · graded on go-to-market

Obsidian Security is graded C — GTM Exposure Index 57 — in the SSPM division of the Markets InSecurity Kumite, Heavyweight class.

O
SSPM · Heavyweight

Obsidian Security

VC · $120M / 3 rounds · US · SaaS threat detection + posture · pitches identity behavior over configuration drift
Blue · 2
01Tale of the Tapelive metrics
Funding
$120M
Rounds
3
Capital
VC · threat angle
Belt
Blue · 2
02GTM Exposurethe portrait · 7 dims
POSDEMCATDURCHNRESCITE
Seven-dimension portrait generated from the GTM Exposure Index — including AI Citation density across LLM search engines.
◇ AI CITATION · 7th dim · not yet measured
03Scouting Reportpartial · operator read
The threat-detection wedge in a field crowded with configuration-management pitches. Behavioral signals + identity context — a defensible second angle that doesn't compete head-on with AppOmni. The bet: detection-quality matters once posture-coverage is table stakes.
🔒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
PositioningPOS64
DemandDEM58
CategoryCAT56
DurabilityDUR56
ChannelCHN56
ResilienceRES72
AI CitationCITE26
Composite exposureEXP57
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