◆ The verdict · graded on go-to-market
Sysdig is graded B+ — GTM Exposure Index 72 — in the CNAPP division of the Markets InSecurity Kumite, Light-Heavyweight class.
S
01Tale of the Tapelive metrics
Funding
$729.5M
Rounds
10
Capital
VC · runtime-native
Belt
Brown · 2
02GTM Exposurethe portrait · 7 dims
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 score60/100
Engines testedPerplexity · OpenAI · Grok · Gemini
Citation count2 across 1 queries
Share of category50%
03Scouting Reportpartial · operator read
Most-funded active independent in the division — and a canonical-taxonomy case: RoS files Sysdig under container/AppSec, but buyers bake it off against Wiz and Orca, so it fights in CNAPP. The Falco open-source project is a real GTM-native distribution moat. The category bet: "runtime is the truth" vs the posture-first framing of Orca/Wiz — whoever wins that narrative anchors the division.
◆ Through the Venture in Security lens · our read ⓘ
A canonical-taxonomy case (filed under AppSec, bakes off in CNAPP) with a real open-source distribution moat in Falco; the "runtime is the truth" narrative bet anchors the division if it lands.
🔒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 | 75 |
| Demand | DEM | 72 |
| Category | CAT | 78 |
| Durability | DUR | 75 |
| Channel | CHN | 70 |
| Resilience | RES | 68 |
| AI Citation | CITE | 60 |
| Composite exposure | EXP | 72 |