◆ The verdict · graded on go-to-market

Orca Security is graded A− — GTM Exposure Index 75 — in the CNAPP division of the Markets InSecurity Kumite, Light-Heavyweight class. It holds the CNAPP division belt.

O
CNAPP · Light-Heavyweight ◆ CLASS BELT

Orca Security

VC · $632M / 5 rounds · 2 acquisitions · agentless CNAPP · most-recently-active independent (RoS)
Brown · 3
01Tale of the Tapelive metrics
Funding
$632M
Rounds
5 · 2 acq
Capital
VC · agentless pioneer
Belt
Brown · 3
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 dimensionrefreshed 2026-05-27
Cross-engine score95/100
Engines testedPerplexity · OpenAI · Grok · Gemini
Citation count4 across 1 queries
Share of category100%
03Scouting Reportpartial · operator read
The agentless pioneer — "SideScanning" let it land without deploying agents, which is a GTM accelerant before it's a product feature: faster POCs, lower friction, shorter sales cycles. With Wiz gone to Google, the live question is whether Orca claims the independent-CNAPP throne or gets ground down by Google-Wiz distribution. Best-positioned active fighter in the division.
◆ Through the Venture in Security lens · our read

Agentless "SideScanning" as a GTM accelerant before it's a feature (faster POCs, shorter cycles); with Wiz gone, does it claim the independent throne or get ground under Google-Wiz distribution?

🔒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
PositioningPOS80
DemandDEM75
CategoryCAT82
DurabilityDUR72
ChannelCHN70
ResilienceRES70
AI CitationCITE95
Composite exposureEXP75