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Chainguard

chainguard.devadded 2026-09-02
Valuation is outpacing ARR: ~3x in a year ($1.1B→$3.5B) vs ~7x ARR growth ($6M→$40M) — real growth, but the price already bakes in years of future penetration

Worth-Joining Index · Scorecard

v2.1 ALPHA · 2026-08

Career Score

71/100

Coverage

85%

Verified

50%

Stage cohort

Growth

Vibe Check

🎪 community voting coming soon

Momentum
14.5/16
Efficiency
4.5/12
Backing
7.5/8
Market
7.7/11
Product
7.7/11
Upside
7.5/12

Latest valuation

$3.5B (Series D, 2025-04)

Series D · 2025

ARR

~$40M ARR

Total raised

~$612M total raised (as of 2025-04 Series D)

as of 2025-04
软件供应链安全开发者工具云原生安全Founded · 2021Stage · Growth (Series D)HQ · Kirkland, Washington

Traction · Key numbers

ARR~$40M ARR (FY2025)Company reported ARR at time of Series D announcement Publicly verifiableas of 2025-04
ARR增速7x YoY (FY2025)Company stated ARR grew sevenfold in fiscal year 2025 Publicly verifiableas of 2025-04
Valuation pace~1 year from $1.1B to $3.5B (Series C to D) Publicly verifiableas of 2025-04
Total raised~$612M total raised (as of Apr 2025 Series D) Publicly verifiableas of 2025-04

Funding

Total raised

~$612M total raised (as of 2025-04 Series D)

Rounds

2

Valuation pace

~1 year from $1.1B

D

$356M

Series D · 2025 · valuation $3.5B (Series D, 2025-04) · led by Kleiner Perkins, IVP

Roughly 3x the $1.1B valuation from a year earlier

C

$140M

Series C · 2024 · valuation $1.1B post · led by Redpoint Ventures, Lightspeed Venture Partners, IVP

Securing AI workloads was the main narrative

Valuation is outpacing ARR: ~3x in a year ($1.1B→$3.5B) vs ~7x ARR growth ($6M→$40M) — real growth, but the price already bakes in years of future penetration

Kleiner Perkins and IVP doubling down across rounds is a bet that security compliance becomes mandatory purchasing, not just a product-market-fit signal

A $356M Series D is top-tier size for dev-tools/security — investors are pricing this as infrastructure, not a point solution

Founders

Dan Lorenc CEO

Former Google open-source security engineer, worked on projects like sigstore

Matt Moore CTO

Former Google engineer, worked with Lorenc for a decade

Kim Lewandowski CPO

Former Google open-source security lead

Ville Aikas Distinguished Engineer

Former Google engineer

Reality · Working here

H1B / PERMUnknown
Remote policyUnknown
Comp modelUnknown
GlassdoorUnknown — work here? Help us fill this in →
Equity liquidityUnknown
Hiring statusUnknown

Signals & Risks

ValuationValuation roughly tripled to $3.5B within a year against ~$40M ARR — a rich multiple that depends on sustained hypergrowth
CompetitionFaces competition from Docker and cloud providers' in-house solutions in container supply-chain security; moat depends on response speed and ecosystem lock-in
Key-personCore team is a tightly-knit group of ex-Google open-source security engineers, concentrating key-person risk

Editorial ✎

Good fit for

· Security engineers with deep interest in software supply chain security, SBOMs, and container infra — one of the few companies turning compliance necessity into product

· Engineers who like building unglamorous but critical low-level infrastructure — not consumer-facing, but invoked by countless CI/CD pipelines daily

· People who buy into 'vuln-response speed as moat' — the company must keep proving it beats cloud vendors' in-house alternatives on responsiveness and coverage

Not for

· Those chasing a near-term IPO or liquidity event — supply-chain security has long enterprise sales cycles and slow procurement

· Those who want a diverse founding team background — the core team is heavily concentrated ex-Google open-source security engineers, which risks groupthink

Ask in the interview

1. At $3.5B valuation (~88x ARR), what's the path to growing into that multiple over the next two years?

2. If AWS/GCP/Azure build in-house 'zero-CVE image' offerings, how long does Chainguard's differentiation hold?

3. Of the ~$40M ARR, how much is driven by mandatory compliance (govt/financial customers) vs. voluntary adoption?

Data changelog

Community corrections → editorial review → applied, fully on the record

2026-09-02
最近一轮领投机构 filled in as Kleiner Perkins、IVP

data as of 2025-04 · Source: PR Newswire (Chainguard press release)

Publicly verifiable
2026-09-02
最近一轮估值 filled in as $3.5B (Series D, 2025-04)

data as of 2025-04 · Source: PR Newswire (Chainguard press release)

Publicly verifiable
2026-09-02
累计融资额 filled in as ~$612M total raised (as of 2025-04 Series D)

data as of 2025-04 · Source: PR Newswire (Chainguard press release)

Publicly verifiable
2026-09-02
收入增速 filled in as 7x YoY (FY2025)

data as of 2025-04 · Source: PR Newswire (Chainguard press release)

Publicly verifiable
2026-09-02
ARR / 年化收入 filled in as ~$40M ARR (FY2025)

data as of 2025-04 · Source: PR Newswire (Chainguard press release)

Publicly verifiable
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