Orca Security
$1.8Bpaper valuation
// OVERVIEW
Orca Security built a $1.8 billion cloud security business by convincing enterprises that agentless scanning is fundamentally better than installing software on every workload — a narrative that worked perfectly until Wiz proved you could build the same product faster, raise $1.9 billion, and hit $500 million ARR in four years while Orca was still explaining why agents are bad.
// HQ
Tel Aviv, Israel
// STATUS
PRIVATE
// FOUNDED
2019
// TIER
The Unicorn Herd · $1B – $9.9B
// PRIMARY SECTOR
cybersecurity
// FOUNDERS
// FUNDING ROUNDS
// SECTORS SERVED
// TECHNOLOGY
Orca's SideScanning engine reads cloud workload configurations and runtime states without installing agents by analyzing snapshots and metadata through cloud provider APIs. The platform ingests data from AWS, Azure, and GCP environments to build a unified security graph showing vulnerabilities, misconfigurations, malware, and lateral movement paths. The core insight was that cloud APIs expose enough telemetry to replace endpoint agents entirely — until competitors realized the same thing and moved faster.
// WOWLS ASSESSMENT
Orca raised $550 million across four rounds between 2019 and 2022 and reached approximately $100 million ARR by 2023. Wiz launched one year after Orca, raised three times the capital, and hit $500 million ARR by early 2024 — then turned down a $23 billion Google acquisition offer because growth trajectory justified holding out for more. Palo Alto Networks bought Dig Security for $625 million in March 2024 to add agentless cloud security to Prisma Cloud, collapsing the differentiation Orca built its pitch around. CrowdStrike acquired Bionic for $350 million in May 2024 for the same reason. The agentless cloud security market has four well-funded competitors selling nearly identical capabilities to the same 2,000 enterprise buyers — and Orca is losing the only race that matters, which is revenue growth rate.
// WHY WOWLS HUNTS THIS
The cloud security market is consolidating into three endgames: get acquired by a platform vendor, grow fast enough to become the platform, or watch enterprise customers default to whoever already owns their endpoint stack. Orca is currently on track for none of these.
// VALUATION NOTE
ARR figures are estimated from funding announcements and competitive benchmarking as Orca does not publicly disclose revenue.
VERDICT: ARMED — Orca has $550 million in funding and approximately $100 million ARR, which would be impressive if Wiz had not raised $1.9 billion and reached $500 million ARR in the same time frame
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// LOADING INTEL…
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// SIMILAR TARGETS
// INTEL UPDATED: MAY 2026
// INTELLIGENCE DISCLAIMER: Assessments represent editorial opinion based on publicly available data including filings, press reports, and market data as of the date shown. Valuations are approximate. Not financial or investment advice.
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