The problem
Finance and engineering can't tell which customers, features or teams drive cloud and AI bills, or what that spend returned
What they do
Allocates cloud and AI spend to customers, products and teams to prove ROI
Traction Sacra est. ~$42M ARR Mar 2026 (unconfirmed); company-stated 100%+ growth four years through 2024
Hiring trend
- Open roles
- 13
- Ops roles
- 2
- Headcount
- ~160-166
Flat to shrinking, ~160 staff: Revelio −4.3% YoY (168, Mar 2026), LinkedIn data −12% YoY (162); layoffs Nov 2025–Feb 2026; 13 open roles
Hiring in
- Boston
- San Francisco
- Remote
Glassdoor
4.6 ★ 20 reviews ↗Funding
- Last round
- $56M
- Stage
- Series C
- Date
- May 2025
Led by BlueCrest Capital Management, Innovius Capital
- Hiring+1.513 open roles on the live job board (10–29 roles = +1.5)
- Funding recency+0.5Series C · $56M, May 2025 (17 months ago): 12–24 months = +0.5
- Traction+0.75Some growth: Sacra est. ~$42M ARR Mar 2026 (unconfirmed); company-stated 100%+ growth four years through 2024
- Red flags−11 significant flag in the last 24 months, −1 eachRestructuring and layoffs Nov 2025–Feb 2026 ('significant global cutbacks', per departing staff; Glassdoor reviews from Jan and Apr 2026 cite abrupt, quiet layoffs), headcount down 4–12% YoY. CEO Phil Pergola stepped down Feb 2026 in a 'mutual decision with the board'; board member and Innovius partner Justin Moore took over and was named permanent CEO May 2026, with a rebrand to 'The AI ROI Company'. Counted as one flag.LinkedIn: ex-AE says CloudZero 'makes significant global cutbacks and refocuses the platform' (Nov 2025) ↗ · LinkedIn: engineer laid off at CloudZero (Jan 2026) ↗ · LinkedIn: AI product lead exits 'as part of a broader organizational restructuring' (Feb 2026) ↗ · Glassdoor: reviews citing abrupt and quiet layoffs (Jan, Apr 2026) ↗ · Revelio Labs: 168 employees, −4.3% YoY (Mar 2026) ↗ · Phil Pergola on LinkedIn: stepped down as CEO, mutual decision with the board (Apr 2026) ↗ · CloudZero blog: Justin Moore, CEO of CloudZero and Founding Partner of Innovius (May 2026) ↗
- Total1.751.5 + 0.5 + 0.75 − 1 = 1.75 → Steady (1.5–3.49)
Distance (10K) is a separate read on how long the lead can last. It doesn't change the score.
Distance
10K · edge: hard to leave
Sticky once customers model their business in it (custom allocation logic, FinOps account managers, enterprise logos like Coinbase, Expedia, Moody's), but it is one of several independents in a crowded field behind IBM Cloudability, Broadcom CloudHealth and Flexera, faces native hyperscaler tools, and is coming off layoffs, a shrinking team and a CEO change.
Sources: Sacra: CloudZero competition and risks (IBM Apptio, CloudHealth, Flexera, Finout, Vantage, hyperscalers) ↗ · CloudZero: $56M Series C, customers incl. Coinbase, DraftKings, Expedia, Moody's (May 2025) ↗
Watch-outs
Restructuring and layoffs Nov 2025–Feb 2026 ('significant global cutbacks', per departing staff; Glassdoor reviews from Jan and Apr 2026 cite abrupt, quiet layoffs), headcount down 4–12% YoY. CEO Phil Pergola stepped down Feb 2026 in a 'mutual decision with the board'; board member and Innovius partner Justin Moore took over and was named permanent CEO May 2026, with a rebrand to 'The AI ROI Company'. Counted as one flag.
Sources: LinkedIn: ex-AE says CloudZero 'makes significant global cutbacks and refocuses the platform' (Nov 2025) ↗ · LinkedIn: engineer laid off at CloudZero (Jan 2026) ↗ · LinkedIn: AI product lead exits 'as part of a broader organizational restructuring' (Feb 2026) ↗ · Glassdoor: reviews citing abrupt and quiet layoffs (Jan, Apr 2026) ↗ · Revelio Labs: 168 employees, −4.3% YoY (Mar 2026) ↗ · Phil Pergola on LinkedIn: stepped down as CEO, mutual decision with the board (Apr 2026) ↗ · CloudZero blog: Justin Moore, CEO of CloudZero and Founding Partner of Innovius (May 2026) ↗
Last checked Oct 29, 2026