The problem
Security teams drown in scanner alerts without knowing which cloud risks are actually live and exploitable right now
What they do
Runtime-first cloud and AI security platform (CNAPP) for cloud-heavy enterprises
Traction Revenue 4x in 2026; ~$90M ARR projected year-end, adding $20-30M ARR per quarter
Hiring trend
- Open roles
- 97
- Ops roles
- 3
- Headcount
- ~550-600
Headcount ~431 May 2026 (+83% YoY, Crustdata) to ~550-600 Oct 2026; postings 214 in 2026, +132% vs 2025 (Revelio)
Glassdoor
4.0 ★ 80 reviews ↗Funding
- Last round
- $400M
- Stage
- Series C
- Date
- Oct 2026
Led by Bessemer Venture Partners
- Hiring+297 open roles on the live job board (30+ roles = +2)
- Funding recency+2Series C · $400M, Oct 2026 (this month): 6 months or less = +1.5, $100M+ round +0.5
- Traction+1.5Strong growth: Revenue 4x in 2026; ~$90M ARR projected year-end, adding $20-30M ARR per quarter
- Red flags0None found in the last 24 months
- Total5.52 + 2 + 1.5 − 0 = 5.5 → Sprint (4.75 or more)
Distance (Half) is a separate read on how long the lead can last. It doesn't change the score.
Distance
Half · edge: hard to leave
Fast-rising challenger in cloud security: revenue 4x in 2026, hundreds of enterprise customers (Siemens, Roku, Nubank) and a ~$3.8B Datadog offer it turned down; in-workload runtime sensors are sticky once deployed, but it still trails Wiz (Google), Palo Alto and CrowdStrike in a crowded CNAPP market.
Sources: GlobeNewswire: Upwind closes $400M Series C as revenue quadruples (Oct 2026) ↗ · TechCrunch: Upwind raises $400M after walking away from Datadog offer (Oct 2026) ↗
Last checked Oct 29, 2026