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Page 1: Tracxn Research - Docker Ecosystem Report, May 2017
Page 2: Tracxn Research - Docker Ecosystem Report, May 2017

Docker Ecosystem – May 2017 Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.

TracxnWorld’s Largest Startup Research Platform

2

Page 3: Tracxn Research - Docker Ecosystem Report, May 2017

Docker Ecosystem – May 2017 Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.

Contents

Topic Page No.

Scope of Report 04

Entrepreneur Activity 06

Investment Trend 11

Who is Investing 20

Exit Outlook - IPO, Acquisitions 24

Sub Sector Analysis 27

Interesting Companies 42

Useful Links 47

Company List 50

Team 74

3

Page 4: Tracxn Research - Docker Ecosystem Report, May 2017

Docker Ecosystem – May 2017 Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.

Sector Overview

Scope of report

Feed definition

Companies that help build Container Ecosystem either by adding new features to existing products or by providingmaintenance/management support to existing products.

Primary inclusions in this feed

Companies that provide products or solutions which support creation and management of containers or that provide newfeatures for container ecosystem.

Primary exclusions from this feed

Companies that use Docker or Containers to create other applications/solutions and companies that are based on Docker.

The scope of this report includes equity as well as debt funding received by the companies.

Disclaimer: The information and data in the report is based on global developments tracked in the sector till April 12, 2017. This is to categorically state that any eventsand relevant developments after the said date will not reflect in the report.

4

Page 5: Tracxn Research - Docker Ecosystem Report, May 2017

Docker Ecosystem – May 2017 Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.

Scope of Report

Entrepreneur Activity

Investment Trend

Who is Investing

Exit Outlook - IPO, Acquisitions

Sub Sector Analysis

Interesting Companies

Useful Links

Company List

Team

5

Contents

Page 6: Tracxn Research - Docker Ecosystem Report, May 2017

Docker Ecosystem – May 2017 Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.

2

5

13

23

49

37

4

0

12

24

36

48

60

2010 2011 2012 2013 2014 2015 2016

# o

f C

om

pa

nie

sYoY – Number of companies founded

6

CloudBees CircleCI Hedvig Mesosphere Rancher Labs Twistlock Heptio

Navops Codeship Apcera CoreOS Portworx Aqua Security Anchore

Page 7: Tracxn Research - Docker Ecosystem Report, May 2017

Docker Ecosystem – May 2017 Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.

Large Upcoming Sectors

# of Companies Founded

Average Age

# of Companies Funded

Business ModelTotal

FundingExample

27 Aug-2013 9 PaaS $17M dotcloud.comdotCloud

2008, San Francisco

14 Jun-2013 6 Container Management > Orchestration $137M mesosphere.comMesosphere

2013, San Francisco

24 May-2013 12 DevOps $151M cloud66.comCloud 66

2012, London

4 Sep-2012 1 Container Technology $181M docker.comDocker

2008, San Francisco

70 Aug-2012 25 Container Management $370M apcera.comApcera

2012, San Francisco

5 Jan-2012 4 DevOps > Continuous Integration $70M cloudbees.comCloudBees

2010, Woburn

11 Jul-2011 1 Container Management > Monitoring $28M sysdig.comSysdig

2013, Davis

7

Page 8: Tracxn Research - Docker Ecosystem Report, May 2017

Docker Ecosystem – May 2017 Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.

Niche Upcoming Sectors

# of Companies Founded

Average Age

# of Companies Funded

Business ModelTotal

FundingExample

8 Jan-2015 4 Container Security $36M twistlock.comTwistlock

2015, San Francisco

7 Jan-2014 4 Container Management > Infrastructure $72M rancher.ioRancher Labs

2014, Cupertino

8 Jun-2013 5 DevOps > App Deployment $32M circleci.comCircleCI

2011, San Francisco

2 Jun-2013 1 DevOps > OS $48M coreos.comCoreOS

2013, San Francisco

4 Feb-2013 3 Networking $21M weave.worksWeave Works2014, London

3 Jan-2011 2 Container Management > Data Volume $65M hedviginc.comHedvig

2012, Santa Clara

8

Page 9: Tracxn Research - Docker Ecosystem Report, May 2017

Docker Ecosystem – May 2017 Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.

Scope of Report

Entrepreneur Activity

Investment Trend

Who is Investing

Exit Outlook - IPO, Acquisitions

Sub Sector Analysis

Interesting Companies

Useful Links

Company List

Team

9

Contents

Page 11: Tracxn Research - Docker Ecosystem Report, May 2017

Docker Ecosystem – May 2017 Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.

YoY – Number of Rounds and Total Funding

$1M

$20M $34M

$7M

$22M

$151M

$242M$250M

2

6

4 5

19

26

30

23

0

7

14

21

28

35

0

60

120

180

240

300

2008 2010 2011 2012 2013 2014 2015 2016

# o

f Ro

un

ds

Fu

nd

ing

Am

ou

nt

in (

$M

)

11

Page 12: Tracxn Research - Docker Ecosystem Report, May 2017

Docker Ecosystem – May 2017 Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.

YoY – Number of Rounds by Stage

13

13 1214

43

2

6

11

14

17

2

2

1

0

7

14

21

28

35

2011 2012 2013 2014 2015 2016

# o

f R

ou

nd

s

Seed Early Late

12

Page 13: Tracxn Research - Docker Ecosystem Report, May 2017

Docker Ecosystem – May 2017 Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.

YoY – Funding by Stage

$1M $2M $5M$10M $11M

$3M

$33M$5M

$17M

$89M $95M

$173M

$51M

$137M

$74M

0

60

120

180

240

300

2011 2012 2013 2014 2015 2016

To

tal

Fu

nd

ing

in

($

M)

Seed Early Late

13

Page 14: Tracxn Research - Docker Ecosystem Report, May 2017

Docker Ecosystem – May 2017 Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.

Average Ticket Size – Early Stage

$0.5M$1.1M

$0.6M$1.0M $1.2M $1.3M

$11.4M

$2.0M $3.3M

$5.2M

$7.6M$7.0M

$10.5M

$3.0M $3.5M

$17.6M

$9.2M

$16.0M

0.0

4.0

8.0

12.0

16.0

20.0

2011 2012 2013 2014 2015 2016

Fu

nd

ing

Am

ou

nt

in (

$M

)

Seed Series A Series B

14

Page 15: Tracxn Research - Docker Ecosystem Report, May 2017

Docker Ecosystem – May 2017 Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.

CompanyFunding Amount

Round Name

Date Investors

coreos.comCoreOS(San Francisco, 2013)

$28M Series B May-2016 GV, Intel Capital, Accel Partners, Fuel Capital, KPCB, Y Combinator, Work-Bench

hedviginc.comHedvig(Santa Clara, 2012)

$22M Series C Mar-2017EDBI, Hewlett Packard Pathfinder, Atlantic Bridge Capital, True Ventures, Vertex Ventures

portworx.comPortworx(Redwood City, 2014)

$20M Series B Apr-2017 Sapphire Ventures, GE Ventures, Mayfield

rancher.comRancher Labs(Cupertino, 2014)

$20M Series B May-2016 GRC SinoGreen Fund, Mayfield, Nexus Venture Partners

circleci.comCircleCI(San Francisco, 2011)

$18M Series B May-2016Scale Venture Partners, Draper Fisher Jurvetson, Baseline Ventures, Harrison Metal

sysdig.comSysdig(Davis, 2013)

$15M Series B Apr-2016 Accel Partners, Bain Capital Ventures

weave.worksWeave Works(London, 2014)

$15M Series B May-2016 GV, Accel Partners

twistlock.comTwistlock(San Francisco, 2015)

$10M Series A Jul-2016 Ten Eleven Ventures, Rally Ventures, YL Ventures

15

Top investments in last one year

Page 16: Tracxn Research - Docker Ecosystem Report, May 2017

Docker Ecosystem – May 2017 Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.

CompanyFunding Amount

Round Name

Date Investors

packet.netPacket(New York City, 2014)

$9M Series A Jul-2016

aquasec.comAqua Security(Tel Aviv, 2015)

$9M Series A Sep-2016 Microsoft Ventures, TLV Partners

heptio.comHeptio(Seattle, 2016)

$9M Series A Nov-2016 Accel Partners, Madrona Venture Group

codefresh.ioCodefresh(Tel Aviv, 2014)

$7M Series A Sep-2016 Carmel Ventures, Hillsven, Streamlined Ventures, UpWest Labs

codeship.comCodeship(Vienna, 2011)

$7M Series A Jul-2016Ascent Venture Partners, Sigma Prime Ventures, Boston Seed Capital, F-Prime Capital Partners

caicloud.ioCaicloud(Hangzhou, 2015)

$6M Series A Mar-2017 Matrix Partners China, Cybernaut

anchore.comAnchore(Santa Barbara, 2016)

$5M Series A Oct-2016 Menlo Ventures

replicated.comReplicated(Los Angeles, 2014)

$5M Series A Oct-2016Amplify Partners, Webb Investment Network, Boldstart Ventures, Founder Collective, TenOneTen, Mucker Capital

16

Top investments in last one year

Page 17: Tracxn Research - Docker Ecosystem Report, May 2017

Docker Ecosystem – May 2017 Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.

CompanyFunding Amount

Round Name

Date Investors

capsule8.ioCapsule8(Brooklyn, 2016)

$3M Seed Feb-2017 Bessemer Venture Partners

abiquo.comAbiquo(Bracknell, 2006)

$250K Series B Jun-2016

lastbackend.comLast.Backend(St. Petersburg, 2015)

$228K Seed Apr-2016 Internet Initiatives Development Fund

goodrain.comGoodrain(Beijing, 2015)

Seed Nov-2016

kontena.ioKontena(Helsinki, 2015)

Seed Aug-2016 Lifeline Ventures

17

Top investments in last one year

Page 18: Tracxn Research - Docker Ecosystem Report, May 2017

Docker Ecosystem – May 2017 Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.

Funnel view of Sector

Percent of Previous

39%

59%

35%

14

4

12

34

58

147

0 32 64 96 128 160

M&A & IPO

Late

Series B

Series A

Funded

Founded

# of Companies

18

Page 19: Tracxn Research - Docker Ecosystem Report, May 2017

Docker Ecosystem – May 2017 Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.

Scope of Report

Entrepreneur Activity

Investment Trend

Who is Investing

Exit Outlook - IPO, Acquisitions

Sub Sector Analysis

Interesting Companies

Useful Links

Company List

Team

19

Contents

Page 20: Tracxn Research - Docker Ecosystem Report, May 2017

Docker Ecosystem – May 2017 Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.

Most Active Investors in Sector

5 5 5

4 4

3 3 3 3 3

0

1

2

4

5

6

Accel Partners Data Collective Y Combinator Right SideCapital

Management

Techstars AndreessenHorowitz

Firestartr GreylockPartners

KPCB LightspeedVenturePartners

To

tal

Nu

mb

er

of

Co

mp

an

ies

20

CoreOS Docker Docker Codeship Codeship Mesosphere ClusterHQ Docker Mesosphere Docker

Sysdig Mesosphere CoreOS Tutum Tutum CoreOS Giant Swarm wercker CoreOS CloudBees

Page 21: Tracxn Research - Docker Ecosystem Report, May 2017

Docker Ecosystem – May 2017 Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.

Where are Top Investors investing

Accel Partners

Data Collective

Y Combinator

Right Side Capital

ManagementTechstars

Andreessen Horowitz

FirestartrGreylockPartners

KPCBLightspeed

Venture Partners

Container Management

Sysdig, ClusterHQ,

Heptio

Mesosphere, Apcera

EvoluteMesosphere,

ApceraClusterHQ ContainerX

Mesosphere, Apcera

Container Technology

Docker Docker Docker Docker

DevOps CoreOS CircleCI CoreOSCodeship, Cloud

66Codeship, Cloud 66

CoreOS Cloud 66 wercker CoreOS CloudBees

Container Security

Networking Weave Works SocketPlane

PaaSdotCloud,

FlynnLSQ.io Giant Swarm

Platform Tutum Tutum

21

Page 22: Tracxn Research - Docker Ecosystem Report, May 2017

Docker Ecosystem – May 2017 Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.

Top Investor by Stage of Entry

Accel Partners 3

Fuel Capital 2

GV 2

Mayfield 2

AME Cloud Ventures

Andreessen Horowitz

Atlantic Bridge

Bain Capital Ventures

Balderton Capital

Banyan Capital

Hewlett Packard Pathfinder 2

A Capital Ventures

AME Cloud Ventures

Andreessen Horowitz

Atlantic Bridge Capital

Benchmark Capital

Blue Cloud Ventures

Coatue

EDBI

Fuel Capital

Seed Series A Series B Later Stage

Accel Partners 5

Benchmark Capital 2

Fuel Capital 2

KPCB 2

Mayfield 2

Sequoia Capital 2

Trinity Ventures 2

True Ventures 2

Almaz Capital

Amplify Partners

Y Combinator 4

Andreessen Horowitz 3

500 Startups 2

Foundation Capital 2

KPCB 2

SV Angel 2

Techstars 2

ACE and Company

Alchemist Accelerator

Azure Capital Partners

22

Page 23: Tracxn Research - Docker Ecosystem Report, May 2017

Docker Ecosystem – May 2017 Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.

Scope of Report

Entrepreneur Activity

Investment Trend

Who is Investing

Exit Outlook - IPO, Acquisitions

Sub Sector Analysis

Interesting Companies

Useful Links

Company List

Team

23

Contents

Page 24: Tracxn Research - Docker Ecosystem Report, May 2017

Docker Ecosystem – May 2017 Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.

Date Company AcquirerDeal size

OverviewTotal

Funding

Oct-2016 flawcheck.comFlawCheck(San Francisco, 2015)

tenable.com UndisclosedMalware and Vulnerability detection for linux containers

Aug-2016 containerx.ioContainerX(San Jose, 2015)

cisco.com UndisclosedElastic Approach to Container InfrastructureGreylock Partners, General Catalyst Partners

$2M

Aug-2016 calm.ioCalm(Bangalore, 2014)

nutanix.com undisclosedAutomated cloud application managementSequoia Capital

$4M

Jul-2016 dchq.coDCHQ.io(San Francisco, 2014)

gridstore.com UndisclosedCollaborative Development Platform. Stealth Mode.500 Startups

May-2016 kismatic.comKismatic(San Francisco, 2014)

apprenda.com UndisclosedContainer Cluster Management - to bring Docker and Kubernetes to the the enterprise

24

Major Acquisitions in last one year

Page 25: Tracxn Research - Docker Ecosystem Report, May 2017

Docker Ecosystem – May 2017 Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.

Scope of Report

Entrepreneur Activity

Investment Trend

Who is Investing

Exit Outlook - IPO, Acquisitions

Sub Sector Analysis

Interesting Companies

Useful Links

Company List

Team

25

Contents

Page 27: Tracxn Research - Docker Ecosystem Report, May 2017

Docker Ecosystem – May 2017 Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.

April 2017Tracxn BlueBox: Docker Ecosystem

Cumulative funding in the sector

140+ companies in the sector, 50 funded in last 5 years, $280M invested in 2016 – 2017 YTD

Most Active Investors: Accel Partners, Data Collective, Y Combinator, Andreessen Horowitz

CONTAINER TECHNOLOGY

Docker (2008, $180M)

$180M

CONTAINER SECURITY

Aqua Security (2015, $13M)

$35MNETWORKING $21M

Weave Works (2014, $20M)

CONTAINER MANAGEMENT $333M

Service DiscoveryCoreOS (2013)

Data VolumeHedvig (2012, $30.5M)

OrchestrationMesosphere (2013, $122M)

InfrastructureRancher Labs (2014, $30M)

MonitoringSysdig (2013, $28M)

DeploymentCircleCI (2011, $25.5M)

LoggingDockerana (2014)

ClusterKubernetes (2014)

DEVOPS $150M

Continuous IntegrationCloudBees (2010, $51M)

Microservices TestingDockpit (2014)

App DeploymentApcera (2012, $7.2M)

PLATFORM

ContainerTutum (2013, $2.7M)

Application DevelopmentDCHQ (2014, Acq.)

PAAS

MicroservicesIron.io (2011, $16.58M)

HostingCypherpath (2013, $0.9M)

$2.7M

$16M

27

Page 28: Tracxn Research - Docker Ecosystem Report, May 2017

Docker Ecosystem – May 2017 Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.

Top Business Models by Funding

$353M

$181M

$151M

$36M$21M $17M

$3M $2M0

50

100

150

200

250

300

350

400

ContainerManagement

ContainerTechnology

DevOps Container Security Networking PaaS Platform Big Data Repository

To

tal

Fu

nd

ing

in

($

M)

Avg. Age Aug-12 Sep-12 May-13 Jan-15 Apr-13 Aug-13 Apr-14 Jan-15 Jul-13

28

# Cos. 70 4 24 8 4 27 4 1 5

Mesosphere Docker CloudBees Twistlock Weave Works dotCloud Tutum Pachyderm Quay.io

Hedvig Turbo CoreOS Aqua Security DaoliCloud Giant Swarm Loodse.com Shipway

Page 29: Tracxn Research - Docker Ecosystem Report, May 2017

Docker Ecosystem – May 2017 Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.29

Container Management – Business Model Description

Management of Docker images and containers.

Orchestration Monitoring Infrastructure CaaS Data Volume

Companies that provideplatforms to monitorsoftware containers

Infrastructure(Baremetal/Software/Services) forDocker/Containers

Container as a serviceplatforms

Data volumemanagement forDocker apps.

Platforms that are usedfor/help inorchestration ofsoftware containers

Page 30: Tracxn Research - Docker Ecosystem Report, May 2017

Docker Ecosystem – May 2017 Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.

Container Management – Key Trends

$1M$15M

$1M$7M

$17M

$55M

$77M

$147M

2

4

1

4

6

10

13

12

0

3

6

8

11

14

0

32

64

96

128

160

2008 2010 2011 2012 2013 2014 2015 2016#

of R

ou

nd

s

Fu

nd

ing

Am

ou

nt

in (

$M

)

YoY – Total Funding and No. of Rounds

2 2 1 2

6

9

25

15

1

0

6

12

18

24

30

2008 2009 2010 2011 2012 2013 2014 2015 2016

# o

f C

om

pan

ies

Fo

un

ded

YoY – No. of Companies Founded

40

95

2 2 1 1

0

9

18

27

36

45

US UK China Germany India Australia Brazil

# o

f C

om

pan

ies

Distribution of Companies across Countries

$137M

$72M $67M

$28M

$7M $2M

64

2

1

1

2

0

1

3

4

6

7

0

32

64

96

128

160

Orchestration Infrastru-cture

Data Volume Monitoring Deployment CaaS

# o

f Fu

nd

ed C

om

pan

ies

Fu

nd

ing

Am

ou

nt

in (

$M

)

BM wise Investment

30

Page 31: Tracxn Research - Docker Ecosystem Report, May 2017

Docker Ecosystem – May 2017 Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.31

Container Management – Most Funded Companies

Company Overview Business ModelFunding Amount

mesosphere.comMesosphere(2013, San Francisco)

Container based Datacenter Operating SystemMicrosoft, Andreessen Horowitz, SV Angel, Khosla Ventures, KPCB, CrunchFund, Foundation Capital, Data Collective, Triangle Peak Partners, Fuel Capital, A Capital Ventures, Hewlett Packard Pathfinder

Container Management > Orchestration

$122.2M

hedviginc.comHedvig(2012, Santa Clara)

Software defined storageRedpoint Ventures, True Ventures, Atlantic Bridge Capital, EDBI, Atlantic Bridge, Vertex Ventures, Hewlett Packard Pathfinder

Container Management > Data Volume

$52M

rancher.comRancher Labs(2014, Cupertino)

Provides open source private container management and Infrastructure softwareNexus Venture Partners, Mayfield, NZVIF, GRC SinoGreen Fund

Container Management > Infrastructure

$30M

portworx.comPortworx(2014, Redwood City)

Tool for developers and IT Ops to run containerized apps in on-premise or in the cloudMayfield, GE Ventures, Sapphire Ventures

Container Management > Infrastructure

$28.5M

sysdig.comSysdig(2013, Davis)

Infrastructure and Application MonitoringAccel Partners, Bain Capital Ventures, Bain Capital, MTSfund

Container Management > Monitoring

$28M

abiquo.comAbiquo(2006, Bracknell)

Cloud and Container Management PlatformBalderton Capital, Kreos Capital, Nauta Capital, Oxford Capital, Caja Navarra

Container Management $23.5M

clusterhq.comClusterHQ(2008, Bristol)

Data management solutions for DockerAccel Partners, Canaan Partners, Open Ocean, DN Capital, EC1 Capital, Episode1, Firestartr, Beacon Capital, Jason Seats, Anil Hansjee, Charles Grimsdale

Container Management > Data Volume

$15M

packet.netPacket(2014, New York City)

Bare Metal Infrastructure for Container workloadsBlue Ant Investments, David Wadler

Container Management > Infrastructure

$10.6M

Page 32: Tracxn Research - Docker Ecosystem Report, May 2017

Docker Ecosystem – May 2017 Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.

Container Technology – Key Trends

$13M

$55M

$113M

1

2

1

0.0

0.5

1.0

1.5

2.0

2.5

0

24

48

72

96

120

2011 2014 2015

# o

f Ro

un

ds

Fu

nd

ing

Am

ou

nt

in (

$M

)

YoY – Total Funding and No. of Rounds

1

2

1

0.0

0.5

1.0

1.5

2.0

2.5

2008 2014 2015

# o

f C

om

pan

ies

Fo

un

ded

YoY – No. of Companies Founded

2

1 1

0.0

0.5

1.0

1.5

2.0

2.5

United States India United Kingdom

# o

f C

om

pan

ies

Distribution of Companies across Countries

32

Page 33: Tracxn Research - Docker Ecosystem Report, May 2017

Docker Ecosystem – May 2017 Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.33

Container Technology – Most Funded Companies

Company Overview Business ModelFunding Amount

docker.comDocker(2008, San Francisco)

LXC based OS-level virtualization technology and PaaSY Combinator, Greylock Partners, Insight Venture Partners, Lightspeed Venture Partners, Sequoia Capital, Benchmark Capital, Goldman Sachs, AME Cloud Ventures, Trinity Ventures, Lowercase Capital, Data Collective, Ignition Partners, CBC Capital, Kima Ventures, Coatue, Azure Capital Partners, ACE and Company, Northern Trust

Container Technology $180.9M

turbo.netTurbo(2015, Seattle)

Virtualization and Container technologyContainer Technology

unikernel.orgUnikernel Systems(2014, Cambridge)

Unikernels as Containers - New way of using DockerContainer Technology

opexlabs.comOpex Labs(2014, Bangalore)

Infrastructure management platform for containersContainer Technology

Page 34: Tracxn Research - Docker Ecosystem Report, May 2017

Docker Ecosystem – May 2017 Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.34

DevOps – Business Model Description

Docker container products and services for DevOps.

App Deployment Continuous Integration OS Microservices Testing

Tools for continuousintegration of docker basedapplication.

Lightweight OS optimized forrunning Docker applications.

Testing and mock oncontainers before integratinginto Microservicesarchitecture.

Docker based applicationsdeployment platform

Page 35: Tracxn Research - Docker Ecosystem Report, May 2017

Docker Ecosystem – May 2017 Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.

DevOps – Key Trends

$4M

$11M

$0.1M$4M

$31M

$39M

$63M

1

1

1

109

6

6

0

2

5

7

10

12

0

14

28

42

56

70

2010 2011 2012 2013 2014 2015 2016#

of R

ou

nd

s

Fu

nd

ing

Am

ou

nt

in (

$M

)

YoY – Total Funding and No. of Rounds

1

2

4

2

9

6

0

2

4

6

8

10

2010 2011 2012 2013 2014 2015

# o

f C

om

pan

ies

Fo

un

ded

YoY – No. of Companies Founded

14

4

21 1 1 1

0

3

6

10

13

16

US UK Netherlands Austria China Israel Spain

# o

f C

om

pan

ies

Distribution of Companies across Countries

$70M

$48M

$32M

4

1

5

0

1

2

4

5

6

0

16

32

48

64

80

Continuous Integration OS App Deployment

# o

f Fu

nd

ed C

om

pan

ies

Fu

nd

ing

Am

ou

nt

in (

$B

)

BM wise Investment

35

Page 36: Tracxn Research - Docker Ecosystem Report, May 2017

Docker Ecosystem – May 2017 Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.36

DevOps – Most Funded Companies

Company Overview Business ModelFunding Amount

cloudbees.comCloudBees(2010, Woburn)

Products based on Jenkins CILightspeed Venture Partners, Matrix Partners, Blue Cloud Ventures, Verizon Ventures

DevOps > Continuous Integration

$51.2M

coreos.comCoreOS(2013, San Francisco)

Linux for Massive Server DeploymentsY Combinator, Accel Partners, Andreessen Horowitz, Sequoia Capital, KPCB, Intel Capital, GV, Work-Bench, Fuel Capital

DevOps > OS $48M

circleci.comCircleCI(2011, San Francisco)

Continuous Integration and Deployment , Container enabled servicesSV Angel, 500 Startups, Draper Fisher Jurvetson, Data Collective, Harrison Metal, Scale Venture Partners, Baseline Ventures

DevOps > App Deployment

$25.5M

codeship.comCodeship(2011, Vienna)

Continuous delivery serviceSeedcamp, Techstars, Ascent Venture Partners, Rothenberg Ventures, Boston Seed Capital, Sigma Prime Ventures, Right Side Capital Management, hub:raum, F-Prime Capital Partners

DevOps > Continuous Integration

$11.4M

wercker.comwercker(2012, Amsterdam)

Conitnuous Integration Platform - Develop, Build and Deploy ContainersGreylock Partners, Tola Capital, Notion Capital, Inkef Capital, Rockstart, Vitulum Ventures, Shamrock Ventures, B.V., EVO Venture Partners

DevOps > Continuous Integration

$6.9M

replicated.comReplicated(2014, Los Angeles)

Enabling SaaS behind the firewallAmplify Partners, Founder Collective, Webb Investment Network, Western Technology Investment, Boldstart Ventures, TenOneTen, Mucker Capital, Wonder Ventures

DevOps > App Deployment

$6.5M

cloud66.comCloud 66(2012, London)

Deployment platform for the web, Server configuration managementTechstars, Kima Ventures, Right Side Capital Management, K5 Ventures, Firestartr, Karlani Capital, Wayra, Jason Seats

DevOps $1.2M

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Container Security – Key Trends

$9M

$24M

3 3

0.0

0.5

1.0

1.5

2.0

2.5

3.0

3.5

0

6

12

18

24

30

2015 2016

# o

f Ro

un

ds

Fu

nd

ing

Am

ou

nt

in (

$M

)

YoY – Total Funding and No. of Rounds

1

5

2

0.0

1.2

2.4

3.6

4.8

6.0

2014 2015 2016

# o

f C

om

pan

ies

Fo

un

ded

YoY – No. of Companies Founded

6

2

0.0

1.4

2.8

4.2

5.6

7.0

United States Israel

# o

f C

om

pan

ies

Distribution of Companies across Countries

37

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Container Security – Most Funded Companies

Company Overview Business ModelFunding Amount

twistlock.comTwistlock(2015, San Francisco)

Enterprise security and monitoring for container-based applications and dataYL Ventures, Ten Eleven Ventures, Rally Ventures

Container Security $13.1M

aquasec.comAqua Security(2015, Tel Aviv)

Container security solution for microservices based virtual infrastructureMicrosoft Ventures, TLV Partners

Container Security $13M

anchore.comAnchore(2016, Santa Barbara)

Security, management, analytics, compliance and governance of containerMenlo Ventures, e.ventures

Container Security $7.2M

capsule8.ioCapsule8(2016, Brooklyn)

Threat detection & prevention for Linux-based IT infrastructure including containersBessemer Venture Partners, Shardul Shah, Jay Leek

Container Security $2.5M

patchworksecurity.comPatchwork Security(2015, San Francisco)

Automated vulnerability detection & patching for DockerContainer Security

flawcheck.comFlawCheck(2015, San Francisco)

Malware and Vulnerability detection for linux containersContainer Security

stablewave.comStablewave(2015, Tel Aviv)

Container Security platformContainer Security

cloudinsights.netCloud Insights(2014, )

Analytics driven solution for Container SecurityContainer Security

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Networking – Key Trends

$1M

$5M

$15M1 1

1

0.0

0.2

0.5

0.7

1.0

1.2

0

3

6

10

13

16

2013 2014 2016

# o

f Ro

un

ds

Fu

nd

ing

Am

ou

nt

in (

$M

)

YoY – Total Funding and No. of Rounds

1

3

0.0

0.7

1.4

2.1

2.8

3.5

2011 2014

# o

f C

om

pan

ies

Fo

un

ded

YoY – No. of Companies Founded

2

1 1

0.0

0.5

1.0

1.5

2.0

2.5

United States China United Kingdom

# o

f C

om

pan

ies

Distribution of Companies across Countries

39

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Networking – Most Funded Companies

Company Overview Business ModelFunding Amount

weave.worksWeave Works(2014, London)

The Docker Container networkAccel Partners, GV

Networking $20M

daolicloud.comDaoliCloud(2011, Beijing)

Software defined networking for Docker containersShanghai Zhonglu Group

Networking $812K

socketplane.ioSocketPlane(2014, Palo Alto)

Software-Defined Networking on DockerLightspeed Venture Partners

Networking

docknet.ioDocknet(2014, San Francisco)

Multi-host Docker Container NetworkingNetworking

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Docker Ecosystem – May 2017 Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.

Scope of Report

Entrepreneur Activity

Investment Trend

Who is Investing

Exit Outlook - IPO, Acquisitions

Sub Sector Analysis

Interesting Companies

Useful Links

Company List

Team

41

Contents

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Interesting Unfunded Companies

Company OverviewBusiness

Model

rancher.ioRancher Labs(2014, San Francisco)

Portable Infrastructure service for Docker Container Management > Infrastructure

Curated list of companies by the sector analyst are defined as Interesting

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Company Overview Business ModelTotal

Funding

twistlock.comTwistlock(2015, San Francisco)

Enterprise security and monitoring for container-based applications and dataYL Ventures, Ten Eleven Ventures, Rally Ventures

Container Security $13.1M

aquasec.comAqua Security(2015, Tel Aviv)

Container security solution for microservices based virtual infrastructureMicrosoft Ventures, TLV Partners

Container Security $13M

anchore.comAnchore(2016, Santa Barbara)

Security, management, analytics, compliance and governance of containerMenlo Ventures, e.ventures

Container Security $7.2M

apcera.comApcera(2012, San Francisco)

Modern Enterprise IT Platform - Docker Application DeploymentAndreessen Horowitz, KPCB, True Ventures, Rakuten, Data Collective, Ericsson

Container Management $7.2M

caicloud.ioCaicloud(2015, Hangzhou)

Container cluster as a serviceMatrix Partners China, Cybernaut

Container Management > CaaS

43

Interesting Series A Companies

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Company Overview Business ModelTotal

Funding

coreos.comCoreOS(2013, San Francisco)

Linux for Massive Server DeploymentsY Combinator, Accel Partners, Andreessen Horowitz, Sequoia Capital, KPCB, Intel Capital, GV, Work-Bench, Fuel Capital

DevOps > OS $48M

sysdig.comSysdig(2013, Davis)

Infrastructure and Application MonitoringAccel Partners, Bain Capital Ventures, Bain Capital, MTSfund

Container Management > Monitoring

$28M

weave.worksWeave Works(2014, London)

The Docker Container networkAccel Partners, GV

Networking $20M

44

Interesting Series B Companies

Page 45: Tracxn Research - Docker Ecosystem Report, May 2017

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Company Overview Business ModelTotal

Funding

docker.comDocker(2008, San Francisco)

LXC based OS-level virtualization technology and PaaSY Combinator, Greylock Partners, Insight Venture Partners, Lightspeed Venture Partners, Sequoia Capital, Benchmark Capital, Goldman Sachs, AME Cloud Ventures, Trinity Ventures, Lowercase Capital, Data Collective, Ignition Partners, CBC Capital, Kima Ventures, Coatue, Azure Capital Partners, ACE and Company, Northern Trust

Container Technology $180.9M

mesosphere.comMesosphere(2013, San Francisco)

Container based Datacenter Operating SystemMicrosoft, Andreessen Horowitz, SV Angel, Khosla Ventures, KPCB, CrunchFund, Foundation Capital, Data Collective, Triangle Peak Partners, Fuel Capital, A Capital Ventures, Hewlett Packard Pathfinder

Container Management > Orchestration

$122.3M

45

Interesting Late Stage Companies

Page 46: Tracxn Research - Docker Ecosystem Report, May 2017

Docker Ecosystem – May 2017 Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.

Scope of Report

Entrepreneur Activity

Investment Trend

Who is Investing

Exit Outlook - IPO, Acquisitions

Sub Sector Analysis

Interesting Companies

Useful Links

Company List

Team

46

Contents

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Docker Ecosystem – May 2017 Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.

Useful Links

Slide Title Content Platform Link

List of All Companies in readable format Companies Link

Large Upcoming Sectors Entrepreneur Activity Link

Niche Upcoming Sectors Entrepreneur Activity Link

Top investments in last one year Investment Trend Link

Major Acquisitions in last one year Exit Outlook - IPO, Acquisitions Link

Container Management – Most Funded Companies Sub Sector Understand Link

DevOps– Most Funded companies Sub Sector Understand Link

PaaS – Most Funded Companies Sub Sector Understand Link

Container Security – Most Funded Companies Sub Sector Understand Link

Networking– Most Funded companies Sub Sector Understand Link

Top Funded Deadpooled Companies Companies Link

47

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Scope of Report

Entrepreneur Activity

Investment Trend

Who is Investing

Exit Outlook - IPO, Acquisitions

Sub Sector Analysis

Interesting Companies

Useful Links

Company List

Team

49

Contents

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Docker Ecosystem – List of Companies

Container Management

Container Technology

DevOpsContainer Security

Networking PaaS Platform

Big Data Repository

58 FUNDED COMPANIES AND 89 UNFUNDED COMPANIES

COVERS THE FOLLOWING SECTORS

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Container Management (1/9)Company Overview Business Model

Total Funding

paytm.comAbiquo(2006, Bracknell)

Cloud and Container Management PlatformBalderton Capital, Kreos Capital, Nauta Capital, Oxford Capital, Caja Navarra

$23.5M

Apcera(2012, San Francisco)

Modern Enterprise IT Platform - Docker Application DeploymentAndreessen Horowitz, KPCB, True Ventures, Rakuten, Data Collective, Ericsson

$7.2M

StackEngine(2014, Austin)

Docker Operations, Management, & AutomationSilverton Partners, LiveOak Venture Partners

$4.5M

Containership.io(2014, San Francisco)

Container ManagementInnovation Works, Birchmere Ventures, Draper Triangle, Draper Triangle

$2.4M

TenXCloud(2014, Beijing)

Docker management platformNine co-venture, Lang Ma Feng the VC, Z and H Investment

$1.7M

Stratus5(2007, Lucerne Valley)

Stratus5 Cloudware Container Platform$500K

mist.io(2012, San Francisco)

Monitoring and automation for servers across cloudsPJ tech catalyst, Monthly Ventures, Iqbility, Startup Monthly, Thanos Triant, Panos Kougiouris

$300K

Getup Cloud(2013, Porto Alegre)

Cloud Application Management Platform

Go to BM List >>Container Technology

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Container Management (2/9)

Go to BM List >>Container Technology

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Container Management (3/9)

Go to BM List >>Container Technology

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Container Management (4/9)

Go to BM List >>Container Technology

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Container Management (5/9)

Go to BM List >>Container Technology

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Container Management (6/9)

Go to BM List >>Container Technology

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Container Management (7/9)

Go to BM List >>Container Technology

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Container Management (8/9)

Go to BM List >>Container Technology

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Container Management (9/9)

Go to BM List >>Container Technology

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Container Technology

Container Management

<< Go to BM List >> DevOps

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DevOps (1/3)Company Overview Business Model

Total Funding

paytm.comCloud 66(2012, London)

Deployment platform for the web, Server configuration managementTechstars, Kima Ventures, Right Side Capital Management, K5 Ventures, Firestartr, Karlani Capital, Wayra, Jason Seats

$1.3M

CloudSlang(2015, )

Automate DevOps use cases using ready-made workflows.

StackHut(2015, London)

StackHut turns code into APIs powered by containers.AME Cloud Ventures, Morado Ventures, Isomer Capital

Nirmata(2013, San Jose)

Saas solution for Microservices Operations and Management , Container deployment and management as a service

QuickMage(2014, London)

Container based hybrid cloud infrastructure and deployment management platform

Meros(2015, Tampa)

DevOps for Docker environment- Tools and practices for managing large applications

Kitematic(2014, San Francisco)

Docker on Mac OS X 10.8+ and Windows 7+

Force12.io(2015, Barcelona)

Real time scaling of deployment

Container Technology

<< Go to BM List >> Container Security

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DevOps (2/3)

Container Technology

<< Go to BM List >> Container Security

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DevOps (3/3)

Container Technology

<< Go to BM List >> Container Security

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Container Security

DevOps << Go to BM List >> Networking

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Networking

Container Security

<< Go to BM List >> PaaS

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PaaS (1/4)Company Overview Business Model

Total Funding

paytm.comdotCloud(2008, San Francisco)

Cloud application PaaS for DockerY Combinator, Benchmark Capital, Trinity Ventures

$10.8M

Giant Swarm(2014, Cologne)

Solution for DevOps and Microservices InfrastructureFirestartr, http://boxgroup.com/

$2.3M

BoCloud(2012, Suzhou)

Docker based cloud deployment and management platformTalkingData, Hoperun

$1.5M

Deis(2013, Boulder)

Open Source PaaS$1M

moCloud(2015, Tokyo)

AutoScale applications and servers, Scaling Docker Images

Jetstack(2015, London)

Platform to build a container management infrastructure

Panubo(2013, Ultimo)

Docker hybrid Platform as a Service - Private Paas for Saas Buinesses

OrchardUp(2013, London)

Docker host in the cloud

Networking << Go to BM List >> Platform

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PaaS (2/4)

Networking << Go to BM List >> Platform

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PaaS (3/4)

Networking << Go to BM List >> Platform

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PaaS (4/4)

Networking << Go to BM List >> Platform

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Platform

PaaS << Go to BM List >> Big Data

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Big Data

Platform << Go to BM List >> Repository

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Repository

Big Data << Go to BM List

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Docker Ecosystem – May 2017 Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.

Scope of Report

Entrepreneur Activity

Investment Trend

Who is Investing

Exit Outlook - IPO, Acquisitions

Sub Sector Analysis

Interesting Companies

Useful Links

Company List

Team

73

Contents

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Team

Dheeraj Motoori

Lead Analyst, Enterprise Infra

Page 76: Tracxn Research - Docker Ecosystem Report, May 2017

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